Scorecard

Minda Corpwait · Second cluster plant ready

Project milestone · Auto Related

Aartech Solonicsavoid · A disclosed order book above ₹25cr

Aerospace defence

Aartech Solonicsavoid · A first sizeable defence order beyond trial quantities

Aerospace defence

Aarti Drugsfollow · Operating margin at 14% or better ('14% is quite doable')

Pharma API · expected at least 14%

Aarti Drugsfollow · Volume growth back above 10% as prices ease (Q1: +3.5% against 8–10%)

Pharma API

Aarti Drugsfollow · Formulations back to the ₹90cr-a-quarter run-rate (₹81.6cr in Q1)

Pharma API

Aarti Industriespass · Zone IV complex and Augene joint venture producing revenue

Chemicals

Aarti Industriespass · CRISIL outlook back to Stable (no downgrade)

Chemicals

Aarti Industriespass · First Zone IV products commissioned (MPP, calcium chloride)

Project milestone · Chemicals

Aarti Industriespass · Augene plant commissioned

Project milestone · Chemicals

Aarti Pharmalabswait · Borrowings (₹754cr) contained as Atali Block 2 is built

Pharma CDMO

Accent Microcellfollow · A filing confirming Unit III commercial production

Pharma Others

Accent Microcellfollow · H1 FY27 results (about November) with less low-margin, related-party trading

Pharma Others

Accent Microcellfollow · Receivables falling from ₹91cr

Pharma Others

Accent Microcellfollow · Unit III Phase 1 in commercial production

Project milestone · Pharma Others

Action Const.Eq.follow · Full-year FY27 guidance given, as promised for September (deferred twice)

Vehicles

Action Const.Eq.follow · Operating margin held at the 15–16% target as the June price rise holds against steel

Vehicles · expected at least 15%

Action Const.Eq.follow · Decision on timing of the tower-crane factory

Project milestone · Vehicles

Acutaas Chemicalsfollow · Third battery additive supplying by end-Q2 FY27

Pharma API

Acutaas Chemicalsfollow · A fourth battery contract signed, with capex

Pharma API

Acutaas Chemicalsfollow · Phase 2 capex completed and trial runs started

Project milestone · Pharma API

Acutaas Chemicalsfollow · IndiChem plant capex completed

Project milestone · Pharma API

ADF Foodsfollow · Recovery of the $2.8m court award from Ascot

Food Products

Aditya Birla Lifestyfollow · Revenue grows in double digits, as guided

Retail · expected at least 10%

Aditya Infotechwait · H1 FY27 operating cash turns clearly positive

Industrials

Aditya Infotechwait · Operating margin holds in the guided 14–15% range

Industrials · expected at least 14%

Aditya Infotechwait · No change to the CCTV testing rule that bars Chinese chips

Industrials

Aditya Visionfollow · Operating cycle falls below 90 days (CARE's trigger is 120)

Retail

Ador Weldingown · Operating margin back above 12% (Q1 FY27 11.6%)

Industrials · expected at least 12%

Ador Weldingown · Gross margin recovering from Q1's 36.5%

Industrials

Advait Energyavoid · Operating cash flow catching up with profit

Cables

Advanced Enzymefollow · Operating margin back near 30% in Q2 (27% in Q1)

Pharma Others · expected at least 29%

Advanced Enzymefollow · US sales growth of 8–10% showing up

Pharma Others

Advanced Enzymefollow · Decision on new fermentation capacity

Project milestone · Pharma Others

Aegis Logisticsfollow · Terminal (toll) volumes growing again; management's worst case is +25% a year (Q1 −3%)

Logistics

Aegis Logisticsfollow · Fund-raise not large or cheaply priced

Logistics

Aegis Logisticsfollow · Pipavav LPG pipeline connection and jetty in use

Project milestone · Logistics

Aegis Logisticsfollow · Mumbai tanks commissioned

Project milestone · Logistics

Aegis Vopak Terminalswait · LPG volumes back above 1 million tonnes a quarter

Oil

Aeroflex Industrieswait · A second skid customer or a first export skid order

Iron and Steel

Aeroflex Industrieswait · Operating margin about 23% (guidance)

Iron and Steel · expected at least 23%

Aether Industriespass · Operating cash above 60% of operating profit

Pharma CDMO

Afcons Infrawait · Net working capital falling towards 120 days (about 139–143 now)

Construction

Afcons Infrawait · CRISIL keeps its AA− rating (outlook Negative)

Construction

Affle 3ifollow · About 20% organic revenue growth maintained

Software · expected at least 20%

AGI Greenpacwait · Operating margin holding at 22–24% as HNG's supply returns

Packaging · expected at least 22%

AGI Greenpacwait · A public earnings call with updated guidance (none since January 2026)

Packaging

Ahluwalia Contr.follow · Operating margin back above 8% in Q2 FY27 (Q1: 4.29%)

Construction · expected at least 8%

AIA Engineeringwait · A volume guide given on the Q2 call

Forging

AIA Engineeringwait · Second big mine trial completed and converted

Forging

AIA Engineeringwait · Quarterly volume breaking above the 60,000–65,000-tonne range

Forging

AIA Engineeringwait · Final FY27 capex figure given and a plan for the ₹4,500cr cash pile

Forging

Aimtronwait · H1 FY27 revenue above ₹200cr

EMS & Electronics · expected at least ₹200cr

Aimtronwait · Positive operating cash in H1 FY27

EMS & Electronics

Aimtronwait · H1 FY27 operating margin within the 20–22% guided

EMS & Electronics · expected at least 20%

Airfloa Rail Techno.avoid · Positive operating cash, with the ₹214cr of receivables collected toward the promised 60–70 days

Industrials

Ajanta Pharmawait · Asia sales recovering in Q2 after −16% in Q1

Pharma

Ajanta Pharmawait · No tax demand from the income-tax block assessment

Pharma

Ajax Engineeringwait · Q2 margin near 12% (guided below 12%) and the next price rise passed on as steel climbs

Vehicles

Ajax Engineeringwait · New plant started in H1 FY27, and a plan for the ₹1,119cr of cash

Vehicles

Akums Drugsfollow · Contract (CDMO) margin at the upper end of the 14–15% guide

Pharma CDMO

Akzo Nobelwait · Double-digit volume and value growth (like-for-like), as guided

Consumer Durables

Alembic Pharmawait · India growth back to market pace (~10–11%) under its new head

Pharma

Alicon Castalloywait · Operating margin 11% or more in Q2 FY27 (first of two quarters)

Auto Related · expected at least 11%

Alicon Castalloywait · No more plant bought from promoter company Atlas Castalloy

Auto Related

Alkyl Amineswait · Operating margin above 21% as ammonia normalises (the note expects a fall back to about 18%)

Chemicals · expected at least 21%

Alkyl Amineswait · New ₹120cr Dahej product commissioned and ramping from Q2 FY27

Chemicals

Alkyl Amineswait · New product plant commissioned

Project milestone · Chemicals

All Time Plasticwait · Margin staying above CRISIL's 14% downgrade trigger

Consumer Durables · expected at least 14%

All Time Plasticwait · Bamboo machinery installed

Project milestone · Consumer Durables

Alpex Solarwait · Cell output volumes disclosed with Q2 results, as promised, after the mid-September start

Solar PV Cells EPC

Amagi Media Labspass · Gross margin back towards 69% (guide trimmed to 67–69%)

Software

Amagi Media Labspass · Revenue growth around the ~30% aspiration (32% in Q1)

Software · expected at least 30%

Amagi Media Labspass · Revenue from the new AI products disclosed

Software

Amara Raja Energyfollow · E-Positive research lab starts operations

Project milestone · Auto Related

Amber Enterprisesavoid · Railway margin back to 15–16%, as guided

EMS & Electronics

Anondita Medicarepass · Cash-positive H1 FY27 with debtor days falling

Health Products

Anondita Medicarepass · Assets moved out of the promoter's old proprietorship and advances to promoter firms repaid

Health Products

Anthem Biosciencesfollow · Q2 revenue back above ₹600cr as the promised delivery catch-up arrives

Pharma CDMO · expected at least ₹600cr

Anthem Biosciencesfollow · Indian approval to sell semaglutide ingredient

Pharma CDMO

Anthem Biosciencesfollow · The new big-pharma contract signed

Pharma CDMO

Antony Waste Handfollow · Pune write-down booked within the ₹22–24cr flagged

Utilities

Anupam Rasayanpass · Consolidated operating margin of 22–24%

Chemicals · expected at least 22%

Anupam Rasayanpass · Batam and Bliss investors not bought out with new debt

Chemicals

Apar Inds.wait · Oil profit per kilolitre falling back from Q1's ₹25,482 toward a normal ₹6,000–8,000

Electrical Equipment

Apar Inds.wait · US revenue turning back to growth after Q1's 11.1% fall

Electrical Equipment

Apcotex Indsown · Operating margin stays at 12% or more as crude falls and Q1's windfall unwinds

Rubber · expected at least 12%

Apollo Micro Systemsavoid · Promoter pledge (about 39%) actually falling

Aerospace defence

Apollo Pipesavoid · Double-digit revenue growth in Q2, as promised

Plastics · expected at least 10%

Apollo Pipesavoid · Stock days falling from 80

Plastics

Apollo Tyresown · A successor to the departing CFO (Gaurav Kumar) is named

Tyres

Archean Chemical Industriespass · A signed renewal of the factory land lease (expired 2018)

Chemicals

Ardee Industriesfollow · Operating margin holds at the guided ~10%, ideally moving back toward FY26's 13%

Mining & Metals Recycle · expected at least 10%

Arihant Superstruct.pass · Cash from the 1,495 certified homes repays debt; net debt falls

Realty

Artemis Medicarefollow · Gurugram occupancy near 70% in Q2 (65.7% group)

Hospitals

Artemis Medicarefollow · Raipur losses staying near ₹20cr before break-even in 15–18 months

Hospitals

Arvind SmartSpacesfollow · Net debt stays within India Ratings' ₹800–850cr band

Realty

Ashapura Minechemfollow · Profit per tonne holding at the guided $5.5–6 near term, moving back toward $10

Mining & Metals Recycle

Ashoka Buildconpass · Delhi High Court ruling on the NHAI suspension

Construction

ASK Automotivefollow · Debt stays below half of equity at Q2 FY27

Auto Related

Astra Microwave Productsfollow · QRSAM and Su-30 production orders won

Aerospace defence

Ather Energywait · Company EBITDA stays positive after the PM E-Drive subsidy ended on 31 July (₹9cr in Q1)

Vehicles

Ather Energywait · Market share holding against TVS and Bajaj (slipped to about 16% in August)

Vehicles

Atlanta Electricalsown · The 765 kV technology deal signed

Electrical Transformers

Aurionpro Solutionswait · Operating margin back above 19% (17% in Q1)

Software · expected at least 19%

Aurum Proptechpass · Continuing-operations pre-tax margin above 5%

Platform Cos

Aurum Proptechpass · No further share issues beyond the announced Housing.com deal

Platform Cos

Australian Premwait · Pump receivables (about ₹160cr) come down in H1 FY27

Solar PV Cells EPC

Australian Premwait · The new 400 MW module line filling up

Solar PV Cells EPC

Australian Premwait · Wholesale module margins within the 7–9% guide

Solar PV Cells EPC

Australian Premwait · New 400 MW line running

Project milestone · Solar PV Cells EPC

Auto.Axlefollow · A new truck-maker or Cummins export contract

Auto Related

Avalon Techfollow · Size and funding of the Chennai land purchase disclosed

EMS & Electronics

Avalon Techfollow · Commercial production starts at the new Chennai plant

Project milestone · EMS & Electronics

Avantelpass · Quarterly revenue above ₹80cr

Aerospace defence · expected at least ₹80cr

Avantelpass · Operating margin above 24%

Aerospace defence · expected at least 24%

Avantelpass · Vijayawada plant inaugurated

Project milestone · Aerospace defence

Avanti Feedswait · A clear explanation of the ₹420cr of related-party sales

Food Products

Awfis Space Solutionsfollow · Mature-centre occupancy back above 84%

Commercial Services

Awfis Space Solutionsfollow · 12,000-plus new seats live in H1

Project milestone · Commercial Services

AXISCADES Technologiespass · Both phases of the Akkodis sale proceeds actually received on the new dates

Aerospace defence

AXISCADES Technologiespass · Retained business reporting a margin in the mid-teens (4.7% now), covering interest and depreciation

Aerospace defence

AXISCADES Technologiespass · No new one-off provisions: reported and "normalised" operating profit within about ₹3cr of each other (the Q1 gap was ₹13.1cr, of which ₹9.62cr was a provision on an aged defence receivable)

Aerospace defence

AXISCADES Technologiespass · Figures on the call and in the presentation agree (in Q1 the CFO said XiDA margin 33%, defence operating profit ₹13cr and phase 2 proceeds about ₹525cr; the slides said 29.7%, ₹11.2cr and ₹718cr)

Aerospace defence

Azad Engineeringwait · Operating margin within the 32–35% guide

Aerospace defence · expected at least 32%

Bajaj Consumer Carewait · Operating margin holding above 21% through the costlier second quarter

Consumer Durables · expected at least 21%

Bajaj Electricalspass · Revenue growth reaching 8% in Q2 FY27

Consumer Durables · expected at least 8%

Bajaj Electricalspass · Trade credits (₹1,508cr of factoring and vendor finance) falling

Consumer Durables

Bajaj Healthcarewait · Operating margin inside the 18–20% guide (17.5% filed in Q1)

Pharma API · expected at least 18%

Balaji Amineswait · Volumes back above 27,000 tonnes a quarter

Chemicals

Balaji Amineswait · Operating margin holding above 20% as raw-material prices fall (guide 22–23%)

Chemicals · expected at least 20%

BASF Indiapass · Operating margin above 6% once the war windfall fades

Chemicals · expected at least 6%

Basilic Fly Studiopass · Aged receivables (about ₹44cr older than six months) cleared by H1 FY27, as management said

Media and Entertainment

Belrise Industriespass · Related-party purchases and sales shrinking after the merger

Auto Related

Belrise Industriespass · Guarantees for promoter companies released

Auto Related

Belrise Industriespass · Operating margin 'broadly stable' at about 12%

Auto Related · expected at least 12%

Belrise Industriespass · First Bengaluru programmes start production

Project milestone · Auto Related

Beta Drugspass · CRISIL completes its review (it was awaiting information from the company)

Pharma

Beta Drugspass · H1 FY27 exports reaching about ₹55cr

Pharma

Beta Drugspass · The EU audit actually takes place

Pharma

Birlasoftfollow · Operating margin at or above 15% after the July wage rise, as guided

Software · expected at least 15%

BlackBuckfollow · Pre-tax profit growth returning (fell 8% in Q1 on device depreciation)

Platform Cos

BLS Internationalown · Visa application volumes growing again (flat in Q1) from the new Slovakia, Cyprus and China mandates

Travel Services

BLS Internationalown · Revenue growth within the 15–20% target (Q1 was +25%, helped by acquisitions)

Travel Services · expected at least 15%

BLS Internationalown · Visa margin held near 40% and digital near 7–8%, tax rate about 12%, as guided

Travel Services

BLS Internationalown · All three rollout phases complete

Project milestone · Travel Services

Blue Jet Healthcarewait · Revenue growth on the year returning in Q2 FY27 (FY26 −8%; Q1 −17%)

Pharma API · expected at least 0%

Blue Jet Healthcarewait · First phase of the R&D centre operating

Project milestone · Pharma API

Borosilpass · The Finance Ministry notifies the anti-dumping duty on Chinese borosilicate glass

Consumer Durables

Borosilpass · Operating margin of 17–18% in Q2 FY27 as price rises and the bottle plant land

Consumer Durables · expected at least 17%

Borosilpass · Stock days (282) and net debt (₹99cr) falling

Consumer Durables

Borosil Renewablesfollow · Quarterly revenue of ₹400–410cr (guidance)

Industrials · expected at least ₹400cr

Borosil Renewablesfollow · Operating margin of 30–33% (guidance)

Industrials · expected at least 30%

Borosil Renewablesfollow · No dilution of the anti-dumping or countervailing duties on imported solar glass

Industrials

Brainbees Solutionswait · India gross margin recovers most of its 260-basis-point fall

Retail

Caliber Mining & Logwait · Operating margin back to the normal 23% (Q1: 17%)

Mining & Metals Recycle · expected at least 23%

Camlin Fineavoid · New capital raised without equity at a deep discount

Chemicals

Capillary Technologiesfollow · KPMG forensic review and insurance claim on the ₹33.4cr fraud closing without new findings

Software

Capillary Technologiesfollow · Organic net revenue retention back to 115% (blended 113%)

Software

Caplin Point Labsfollow · Debtor days falling back towards 120 at the half-year

Pharma

Carborundum Univer.follow · Abrasives margin above 9% without one-offs (guide 9.5–10%)

Industrials

Carraro Indiafollow · Operating margin excluding other income back above 10%

Auto Related · expected at least 10%

Carraro Indiafollow · Exports recover from Q2 FY27 (they fell 14% in Q1)

Auto Related

Cartrade Techown · Operating margin above 31% in Q2, as guided for Q2–Q4

Platform Cos · expected at least 31%

Cartrade Techown · A dividend or buyback policy for the ₹1,321cr of cash

Platform Cos

Cartrade Techown · Disclosed revenue from Elite Buyer and the Spinny deal

Platform Cos

Carysilfollow · Stock days starting to fall from 319

Consumer Durables

Carysilfollow · Quartz-sink volume growth back above 15% in Q2 once delayed containers ship

Consumer Durables

CCL Productsown · Operating profit per kilo holding at ₹135–140 as freeze-dried grows

Food Products

CE Info Systemspass · Debtor days falling back from 136

Software

CE Info Systemspass · Tracker/IoT subscription revenue growing faster than device sales (and above 25%)

Software

CE Info Systemspass · Operating margin of 35% plus, as guided

Software · expected at least 35%

CEATfollow · Camso customers 90% moved from Michelin by September

Tyres

CEATfollow · CARE's leverage measure stays below its 2.5-times downgrade trigger (2.34 times now)

Tyres

CEATfollow · About 90% of Camso customers moved from Michelin

Project milestone · Tyres

Ceigall Indiawait · Operating cash turning positive (negative for five years)

Construction

Ceinsys Techpass · The two pending large state orders won; Q2 order inflow above FY26's full-year ~₹350cr, as promised

Software

Cello Worldwait · Volume growth in the Q2 festive quarter (Q1 sales were flat)

Consumer Durables

Cello Worldwait · New guidance numbers given, as promised for next quarter

Consumer Durables

Cemindia Projectsfollow · Margin '10% plus' as guided

Construction

Centum Electronicswait · Lease terms disclosed for the new plant on promoter-group land

EMS & Electronics

Century Plyboards(I)wait · MDF margin back above 12% (7.0% in Q1)

Consumer Durables

Cera Sanitarywarefollow · Operating margin back at 13–15% in Q2 FY27 (10.1% in Q1)

Consumer Durables · expected at least 13%

Chalet Hotelsfollow · Promoter pledge (31.9% of their shares) getting smaller

Hotels and Travels

Chalet Hotelsfollow · Office rent reaching ₹30–32cr a month (raised target; ₹29cr in June)

Hotels and Travels

Chambal Fert & Chemfollow · Promoter pledge (23% of promoter shares) falling

Agrochemical & Fertilizers

Chembond Chemicalswait · Receivables growing slower than sales (debtor days below 128)

Chemicals

Chemplast Sanmaravoid · Strategic review separates or sells the loss-making PVC subsidiary

Chemicals

CIE Automotiveown · India revenue growth back at or above its weighted market in July–September

Auto Related

CIE Automotiveown · US machined-casting order shipping (a quarter later than first said)

Project milestone · Auto Related

Clean Sciencewait · Operating profit clearly above ₹100cr a quarter (Q1 was flat at ₹96cr)

Chemicals · expected at least ₹100cr

Clean Sciencewait · Standalone (older products) volumes growing again

Chemicals

CMR Green Techwait · Profit per kg holding at the ₹12 now guided (₹12.4 in Q1)

Mining & Metals Recycle

CMR Green Techwait · Debt-to-equity back toward 0.5

Mining & Metals Recycle

CMS Info Systemsown · Public-sector bank price rises agreed by end-Q2 FY27

Commercial Services

CMS Info Systemsown · Banknote supply back to normal and ATM transactions recovering by end-Q2 FY27

Commercial Services

Cohance Lifesciencesavoid · Q2 recovery arriving as guided, with the second destocked molecule reordering

Pharma CDMO

Cohance Lifesciencesavoid · Promoter releases its 94.6% pledge alongside a real recovery

Pharma CDMO

Cohance Lifesciencesavoid · Clean FDA outcomes at its four flagged sites

Pharma CDMO

Concord Biotechfollow · Inventory days falling back towards 300 while sales grow (485–493 days now)

Pharma API

Concord Biotechfollow · Injectables plant above 30% use (5% now)

Pharma API

Concord Controlwait · H1 FY27 operating cash turns positive (FY26 was −₹55cr)

Industrial - Railway

Concord Controlwait · Receivable days fall below 150

Industrial - Railway

Concord Controlwait · H1 FY27 revenue growth of 40–50% (guidance for each of the next 3–5 years)

Industrial - Railway · expected at least 40%

Control Printwait · Italian packaging loss falling toward €1.5m a year (₹25.2cr lost in FY26)

Hardware

Control Printwait · Core (standalone) growth back to 10–15% after the price rise (Q1: +4.2%)

Hardware

Corona Remediesfollow · Gross margin holds within about 100 basis points as dearer raw materials arrive in Q2

Pharma

Corona Remediesfollow · Wokadine returning to growth

Pharma

Cosmic CRFwait · Tribunal approval of the Amzen purchase and a funding plan without new shares

Industrial - Railway

Cosmic CRFwait · H1 FY27 operating cash positive and receivables (₹205cr) falling

Industrial - Railway

Cosmic CRFwait · Springs sold to wagon builders under the new approval at a better margin

Industrial - Railway

Cosmo Firstfollow · Plain BOPP contribution holding above ₹20 a kilo as new lines start

Packaging

Craftsman Automationwait · No further equity raise or promoter selling

Auto Related

Craftsman Automationwait · Decision on Phase 2 of the stationary-engine project (by September 2026)

Project milestone · Auto Related

Crompt.Greaves Cons.follow · Operating margin above 11% in Q2 FY27 (first of two quarters needed)

Consumer Durables · expected at least 11%

Crompt.Greaves Cons.follow · Fan share holding after the Q1 stock-outs

Consumer Durables

Cyientwait · Energy and mining unit stabilising (recovery promised within 2–3 quarters)

Software

Cyient DLMwait · Operating margin reaching the promised 11–13% (current guide 10–11%)

EMS & Electronics · expected at least 11%

Cyient DLMwait · Revenue growth in every quarter, as guided

EMS & Electronics · expected at least 0%

Cyient DLMwait · Working capital falling from 161 days toward 120

EMS & Electronics

Cyient DLMwait · First AI-hardware and robotics orders

EMS & Electronics

Datamatic Global Serfollow · Order-book figure disclosed, as promised twice

Software

Datamatic Global Serfollow · Organic revenue growth about 8% as guided (9.9% in Q1)

Software · expected at least 8%

Datamatic Global Serfollow · Call-centre revenue growing again; TruAI and KAiBRE producing named revenue

Software

DCWpass · Basic chemicals back in profit in Q2 FY27

Chemicals

DDev Plastiksown · Cash cycle back towards 60 days

Chemicals

Deep Industriesown · Rest of the Prabha Energy (promoter company) loan repaid by the end of Q2 FY27

Oil

Deep Industriesown · Standalone Indian revenue growing again from about ₹175cr a quarter

Oil

Deepak Fert & Petrowait · Gopalpur and Dahej plants started by the end of Q2 FY27, as the call promised (annual report says H2 FY27)

Chemicals

Deepak Fert & Petrowait · Net debt falling from ₹4,719cr

Chemicals

Deepak Fert & Petrowait · An end to promoter-linked financing

Chemicals

Deepak Nitritewait · Polycarbonate project cost (₹11,500cr) and H2 FY29 timeline holding

Chemicals

Delhiverywait · Corporate overheads falling below 9% of revenue

Logistics

Dhanuka Agritechwait · Sales growth returning in Q2 after the 12.6% Q1 fall (guide cut to low single digits)

Agrochemical & Fertilizers · expected at least 0%

Dhanuka Agritechwait · Dahej losses narrowing

Agrochemical & Fertilizers

Dhoot Transmissionpass · Operating margin holds at 15–16% as copper settles

Auto Related · expected at least 15%

Dhoot Transmissionpass · Promoter-level share pledge released

Auto Related

Diffusion Engineersfollow · Debtor days falling from 115 toward 90

Industrials

Digilogic Systemspass · ₹100cr-plus of orders promised by September, visible in the H1 FY27 results

Aerospace defence

Digitide Solutionspass · Quarterly bookings back above ₹500cr (₹205cr in Q1)

Software

Digitide Solutionspass · Wage-code costs passed through to clients

Software

Dilip Buildconwait · Standalone margin of 10–12% as guided

Construction

Dishman Carbogen (Carbogen Amcis)avoid · The CHF 200m promoter loan arrives and quarterly interest falls to ₹35–40cr

Pharma CDMO

Dishman Carbogen (Carbogen Amcis)avoid · Covenant waivers closed and the slipped CHF 10m order arrives

Pharma CDMO

Divgi Torqtransferpass · Operating margin at '20–22% and above' once the Indonesian order fades

Auto Related · expected at least 20%

Divgi Torqtransferpass · A signed technology deal for automatic transmissions

Auto Related

Dr Agarwal's Health Carewait · Same-store (mature centre) growth staying above 12%

Hospitals

Dr Agarwal's Health Carewait · 12 more centres opened in Q2

Project milestone · Hospitals

Dynamic Cablesown · Order book moving above ₹811cr

Cables · expected at least ₹812cr

Dynamic Cablesown · Operating margin holding above 10% (guide 10.5–11%)

Cables · expected at least 10%

Dynamic Cablesown · Repeat orders from US distributors after the first shipments

Cables

Dynamic Cablesown · Reengus plant commissioned

Project milestone · Cables

E2E Networksfollow · Q2 shows the Q1 profit (₹43.9cr) is repeatable

Software · expected at least ₹43.9cr

E2E Networksfollow · Operating margin stays near the ~70% long-term aim (75% in Q1), which management calls sustainable

Software · expected at least 70%

EFC (I)wait · Operating cash conversion and debtor days improving in the H1 cash flow

Commercial Services

Elecon Engg.Cofollow · Q2 converts the record ₹1,518cr order book without more finished goods slipping past quarter-end

Electrical Equipment

Elgi Equipmentsfollow · Europe stays at breakeven

Pumps Comp & Eng

Ellen. Indl. Gaswait · An onsite contract win above 600 tonnes a day

Chemicals

Ellen. Indl. Gaswait · No more investment write-downs

Chemicals

Emmvee Photovoltaic Power Ltdfollow · Quarterly operating profit above ₹600cr (about ₹617cr a quarter needed for the FY27 target; best so far ₹571cr)

Solar PV Cells EPC · expected at least ₹600cr

EMS Limitedavoid · Promoter pledged shares falling (14.5% in August; zero was promised)

Utilities

eMudhrawait · The 3i Infotech claim (₹128cr-plus) resolved or provided for

Software

eMudhrawait · Trust-services revenue recovering after token recertification (−3% in Q1)

Software

eMudhrawait · Operating margin around the ~25% guided

Software · expected at least 25%

Engineers Indiafollow · Settlement of the ₹86cr HRRL change order and the ₹410cr contractor claim

Construction

Enterofollow · Operating margin holds at the 5% target

Retail · expected at least 5%

Enviro Infra Engine.wait · Operating cash flow positive for the half-year to September, as promised

Utilities

Enviro Infra Engine.wait · Unbilled work days falling from 195 toward the 90-day target

Utilities

Epack Durableavoid · The disputed ₹19.61cr receivable resolved without a write-off

Consumer Durables

Epack Durableavoid · Q2 losses shrinking

Consumer Durables

Epack Durableavoid · Government approves the ₹56.5cr of FY26 PLI money

Consumer Durables

EPack Prefab Techno.follow · Margin back to 10.5% from Q2 FY27 as guided

Construction

EPack Prefab Techno.follow · Location and total investment announced

Project milestone · Construction

Epigralown · Operating margin held in the promised 22–25% band

Chemicals · expected at least 22%

Epigralown · Epoxy and MPP pilot plant commissioned

Project milestone · Chemicals

EPLown · Revenue growth in the 'high teens' for the next few quarters, as guided (raised from 11–13%)

Packaging · expected at least 17%

Eris Lifescienceswait · Swiss Parenterals passes its EU re-inspection

Pharma

Eureka Forbeswait · Service revenue growing again at high single digits

Consumer Durables

Eureka Forbeswait · No further pledge top-up or block sale by Advent's holding company

Consumer Durables

Eveready Industries Indiawait · A benign NCLAT ruling on the ₹171.6cr competition penalty

Consumer Durables

Eveready Industries Indiawait · Operating margin holding above 13% as zinc costs move

Consumer Durables · expected at least 13%

Eveready Industries Indiawait · J&K GST incentive approved for the Jammu alkaline plant

Consumer Durables

Everest Kanto Cylindpass · Group revenue growing again as Mundra and Egypt ramp up (Q1 fell 10%)

Industrials · expected at least 0%

Everest Kanto Cylindpass · Tribunal ruling on the ₹351cr GST demand

Industrials

Excel Industrieswait · Anti-dumping duty imposed on Chinese HEDP and ATMP phosphonates

Chemicals

Excel Industrieswait · A buyback, or a sale of the Tanfac or Silox stakes

Chemicals

Excel Industrieswait · Operating margin holding 13–15% outside the strong first quarter

Chemicals · expected at least 13%

Excel Industrieswait · Contract-manufacturing line on stream

Project milestone · Chemicals

Exicom Tele-Sys.pass · Operating cash turning positive

Electrical Equipment

Expleo Solutionspass · The ₹97.5cr of loans to the parent repaid

Software

Expleo Solutionspass · Constant-currency growth above 8%

Software

Expleo Solutionspass · An acquisition finally announced (called 'very likely')

Software

Fairchem Organicspass · Operating margin held at about 10% (company: 'we will be able to maintain')

Chemicals · expected at least 10%

Fairchem Organicspass · Operating cycle back under 120 days

Chemicals

Fairchem Organicspass · New line starts trial production

Project milestone · Chemicals

Fiem Industriesown · LED share of lighting revenue moves above 64%

Auto Related

Fiem Industriesown · Hosur supplies all Vida lamps for Hero's new Andhra Pradesh plant

Project milestone · Auto Related

Fineotex Chemicalwait · CrudeChem accounts disclosed separately

Chemicals

Fineotex Chemicalwait · Operating cash flow positive

Chemicals

Finolex Cableswait · Fibre margin falling back to low double digits once cheap stock runs out

Cables

Finolex Cableswait · Building-wire volume growing beyond low single digits despite UltraTech

Cables

Finolex Cableswait · Bombay High Court outcome on promoter voting control

Cables

Finolex Cableswait · Fibre draw capacity reaches 8 million fibre-km

Project milestone · Cables

Finolex Indswait · Volume growth returning now the PVC price floor is in place (guide high single to low double digits; −27% in Q1)

Plastics

Finolex Indswait · A board decision on using the ₹2,636cr of net cash

Plastics

Fractal Analyticsfollow · Tech-client (TMT) revenue growing again in Q2 ('healthy sequential growth' expected)

Software

Fractal Analyticsfollow · A new CFO named

Software

Fractal Analyticsfollow · Cogentiq revenue disclosed and rising

Software

Fredun Pharmapass · Inventory days falling towards 120 at the half-year

Pharma

Fredun Pharmapass · 12–13 new packing lines installed

Project milestone · Pharma

Freshara Agrowait · Positive operating cash in H1 FY27

Food Products

Freshara Agrowait · Inventory days falling well below 282

Food Products

Frontier Springspass · Q2 FY27 revenue above ₹90cr

Auto Related · expected at least ₹90cr

Frontier Springspass · Air-spring output above 250 coach sets a month

Auto Related

Gabriel Indiapass · First quarter of Mando profit share covers the new interest cost

Auto Related

Gabriel Indiapass · Mando and Klemove payments made (September 2026)

Project milestone · Auto Related

Gala Precision Engi.own · No material demand from the August income-tax search

Industrials

Galaxy Surfactantsfollow · EBITDA of ₹21,000 a tonne or more in Q2 FY27 (company guide ₹21,000–22,000)

Chemicals

Galaxy Surfactantsfollow · Volume growth above 8% (guide 6–8%)

Chemicals

Gandhar Oil Refinery (India)wait · Q2 FY27 spread falls below ₹15,000 a kilolitre as the windfall fades (Q1: ₹28,145; normal ₹8,274)

Oil

Gandhar Oil Refinery (India)wait · The capex plan promised 'next quarter' on two calls is announced

Oil

Gandhar Oil Refinery (India)wait · Capex plan for the Taloja expansion announced

Project milestone · Oil

Ganesh Benzoplastwait · Storage margin back above 35% as the lease cost is passed on

Oil

Management changed this (2026-09-30): On 29 Sep 2026 the company agreed to sell its liquid storage and rail logistics businesses (including JNPT) for ₹1,154cr; if the sale closes, this checkpoint no longer applies to the company

Ganesh Consumer Prodwait · Volume back to +7–8% in H1 FY27, as guided

Food Products

Ganesh Consumer Prodwait · Operating margin at or above the 9.8–10% guided

Food Products · expected at least 9.8%

Ganesh Housingavoid · Related-party advances (₹385cr) start coming back

Realty

Ganesh Housingavoid · The Thaltej plot buyer and price disclosed

Realty

Garware Hi-Techfollow · Q2 margin within the 25% ±2 guide once the one-off tariff refund is stripped out

Plastics

GE Powerpass · Operating margin at or above the 11% underlying 'base' management guides

Electrical Equipment · expected at least 11%

GE Powerpass · The ₹450cr on-demand deposit with the GE Vernova group recalled, not grown

Electrical Equipment

Genus Powerwait · Q2 FY27 operating margin of 18% or better (the cut FY27 guide)

Electrical Equipment · expected at least 18%

Genus Powerwait · New metering awards refill the order book above June's ₹24,020cr

Electrical Equipment · expected at least ₹24,020cr

GHCLown · Board does not commit to the ₹4,000–5,000cr soda-ash greenfield at today's prices

Chemicals

GHCLown · Safeguard limits on soda-ash imports imposed

Chemicals

GHCLown · Commercial production of bromine and vacuum salt

Project milestone · Chemicals

GK Energywait · Order book rebuilding above ₹1,000cr (₹541cr now)

Construction · expected at least ₹1,000cr

GK Energywait · Operating margin staying above CARE's 12% trigger

Construction · expected at least 12%

Gland Pharmaown · Management confirms the ~20% a year four-year growth guide next quarter

Pharma CDMO

Gland Pharmaown · FDA approval of the new bag line (decides whether FY27 beats 15%)

Pharma CDMO

Gland Pharmaown · Cenexi revenue reaching about €51m a quarter at a high-single-digit margin

Pharma CDMO

Gland Pharmaown · FDA approves the new bag line

Project milestone · Pharma CDMO

Global Health (Medanta)wait · Gurugram cluster margin at 24–25% as rivals open nearby (Q1: 24.1%)

Hospitals

GNFCfollow · ₹21,370cr telecom licence-fee demand formally dropped

Chemicals

GNFCfollow · Power plant started (slipped from April to September 2026)

Chemicals

GNG Electronicswait · Operating cash flow turning positive in the September half-year accounts (FY26: negative ₹215cr)

Hardware

GNG Electronicswait · Net debt falling back toward the ~₹300cr promised (₹406cr in June 2026)

Hardware

Go Fashion (India) (GoColors)pass · Margin after rent back above 15% (11.5% last)

Retail

Go Fashion (India) (GoColors)pass · The promised written clarification of its same-store figures

Retail

Godavari Powerfollow · Maharashtra land allotted (expected by end-Aug 2026)

Project milestone · Mining & Metals Recycle

Godavari Powerfollow · 100 MW solar plant commissioned (September 2026)

Project milestone · Mining & Metals Recycle

Godrej Agrovetfollow · FY27 profit range given after Q2, as promised

Food Products

Godrej Agrovetfollow · Crop protection recovering after the monsoon (sales −17% in Q1)

Food Products

Gopal Snackspass · The remaining ₹35–40cr of fire insurance received

Food Products

Gopal Snackspass · The MD's 8.42% share pledge released and the ~₹69cr GST disputes cleared

Food Products

GPT Healthcare (Agilus)follow · Agartala back above 55% occupancy

Hospitals

GPT Infraprojectsfollow · Promoter pledge (50.8%) falling

Construction

GPT Infraprojectsfollow · Tribunal approval of the Alcon merger

Construction

GR Infraprojectswait · A clean Q2 FY27: orders arriving and no new legal surprise

Construction

GR Infraprojectswait · Standalone margin holding at 10–11% (Q1: 11.0%)

Construction

GR Infraprojectswait · NTPC battery dispute (₹90.87cr guarantees) settled without a large loss

Construction

Granules Indiawait · Gagillapur FDA re-inspection held and cleared

Pharma

Greaves Cottonpass · No further capital sent to the electric-scooter company

Pumps Comp & Eng

Greenlam Industrieswait · An explanation of the ₹63cr of subsidiary tax disputes

Consumer Durables

Greenpanel Inds.pass · Plant use above 65% (51% now)

Consumer Durables

Greenpanel Inds.pass · Operating margin above 12%

Consumer Durables · expected at least 12%

Greenpanel Inds.pass · MDF exports restarting

Consumer Durables

Greenply Industrieswait · No demand from the February 2026 income-tax search

Consumer Durables

GRPpass · Pyrolysis credits arrive by H1 FY27, as promised on the Q4 call

Rubber

GSFCfollow · Rabi NPK subsidy rates from 1 October rising to catch up with sulphur and phosphoric acid

Agrochemical & Fertilizers

GSFCfollow · Group margin back above CARE's 7% trigger (6.5% in Q1)

Agrochemical & Fertilizers · expected at least 7%

GSFCfollow · The ₹1,332cr of unexplained 'other' claims explained

Agrochemical & Fertilizers

Gufic Bioscienceswait · EU GMP certificate for Indore received (management hoped within 1–2 months)

Pharma

Gujarat Fluorochemicwait · Net debt stays below CRISIL's 1.75x trigger and Inox-group guarantees do not rise above ₹498cr

Chemicals

Gujarat Fluorochemicwait · Expanded R-32 capacity commissioned

Project milestone · Chemicals

Gulf Oil Lubricantown · Operating margin held within the promised 12–14% band

Oil · expected at least 12%

Gulf Oil Lubricantown · Lubricant volume growth stays at two to three times the industry after the Q1 stock-up

Oil

H.G. Infra Engg.wait · Q2 FY27 revenue near ₹1,000cr at a double-digit margin

Construction

H.G. Infra Engg.wait · ₹725cr of sale proceeds from Neo arriving

Construction

Happiest Mindswait · ITC Infotech discloses its client and group-company (related-party) revenue

Software

Happy Forgingswait · Operating margin above 30% as the full price rise comes through

Forging · expected at least 30%

Harsha Engineers Intown · Foreign units' losses within the ₹2–4cr full-year guide (Romania losses shrinking)

Bearings

Harsha Engineers Intown · Building construction in China restarts after the seasonal pause

Project milestone · Bearings

HBL Engineeringfollow · Quarterly profit back above ₹200cr as the ₹1,714cr locomotive order ships

Industrials · expected at least ₹200cr

HDFC Bankown · Margin steadying near 3.3% as bonds roll off (3.26% in Q1)

Finance

HDFC Bankown · Cheap current and savings deposits back above 34% of deposits (32% in Q1)

Finance

HEGwait · HEG Graphite lists in late October at a price that asks only for ordinary cyclical growth

Elect and Refrac

HEGwait · Offtake contracts signed for about 70% of anode capacity

Project milestone · Elect and Refrac

Hester Bioscienceswait · Government PPR and goat pox vaccine tenders placed

Pharma Others

Hester Bioscienceswait · A quarter of profit without one-off gains (Q1 included ₹85cr)

Pharma Others

Hexagon Nutritionfollow · Operating margin back to 14% or better as 10–15% price rises land

Pharma Others · expected at least 14%

Hexagon Nutritionfollow · The ₹100cr order book turning into Q2 sales; receivables and inventory under control

Pharma Others

Himadri Specialityfollow · Operating margin holding at about 20%

Chemicals · expected at least 20%

Himadri Specialityfollow · Operating cash above 70% of EBITDA

Chemicals

Himadri Specialityfollow · No further lending to Dalmia Bharat Refractories / Birla Tyres' owner

Chemicals

Himadri Specialityfollow · First 2,600 tonnes commissioned

Project milestone · Chemicals

Hind Rectifiersfollow · A Q2 FY27 standalone quarter above ₹300cr of revenue

Industrial - Railway · expected at least ₹300cr

Hind Rectifiersfollow · Order book back above ₹1,000cr (₹740cr in July)

Industrial - Railway · expected at least ₹1,000cr

Hindustan Foodswait · Switch to reporting only conversion fees

Food Products

Hindustan Foodswait · Silvassa expansion starts production

Project milestone · Food Products

Hindware Home Innov.pass · Tribunal approval of the demerger

Consumer Durables

Hindware Home Innov.pass · Net bank debt below ₹550cr (about ₹669cr now)

Consumer Durables

HLE Glascoatpass · Omeras at ₹45–50cr of quarterly revenue and breaking even

Industrials

Honasa Consumer (Mamaearth)wait · No repeat of the FY25 distributor-stock correction

Consumer Durables

HPL Electricpass · New meter orders at higher prices and the order book growing again

Industrials

HPL Electricpass · Debt starting to fall

Industrials

Huhtamaki Indiawait · July–September volumes hold up after the customer pull-forward (results 27 October)

Packaging

Huhtamaki Indiawait · Operating margin holding at 8–9% or better

Packaging · expected at least 8%

ICE Make Refrig.avoid · Operating cash turning positive

Industrials

ICICI Bankown · Deposit growth closing the gap with loan growth (14% against 19.6% in Q1)

Finance

ICICI Bankown · Core margin held 'range bound' near 4.28%, as guided

Finance

ICICI Bankown · Credit cost moving back toward the ~0.50% normal level (0.32% in Q1)

Finance

ICICI Bankown · Release of the ₹1,283cr RBI-ordered farm-loan provision

Finance

ideaForge Technologywait · Gross margin back in the 50–55% band (49% in Q1)

Aerospace defence

IFB Industrieswait · Operating margin above 7% in Q2 FY27 (CRISIL's upgrade trigger; first of two quarters)

Consumer Durables · expected at least 7%

IFGL Refractoriespass · Indian company's margin back above 12%

Elect and Refrac

IG Petrochem.wait · Phthalic anhydride volume back to 50,000 tonnes a quarter

Chemicals

IG Petrochem.wait · First plasticiser sales, and their margin

Chemicals

IG Petrochem.wait · An explanation of the loss-making Dubai subsidiary holding ₹158cr

Chemicals

IG Petrochem.wait · Plasticiser commercial production starts

Project milestone · Chemicals

IKIO Technologiesfollow · Operating margin holding at 13–14% as chip costs bite

EMS & Electronics · expected at least 13%

India Pesticideswait · Operating margin above CARE's 14.5% line

Agrochemical & Fertilizers · expected at least 14.5%

Indiamart Intermeshfollow · Revenue grows in double digits, as guided

Retail · expected at least 10%

Indiamart Intermeshfollow · Cash collections growth stays above 8%

Retail

Indigo Paintsfollow · Revenue growth of about 20% in Q2 FY27

Consumer Durables · expected at least 19%

Indigo Paintsfollow · Jodhpur plant reaching commercial output

Consumer Durables

Indigo Paintsfollow · Trial production starts at the Jodhpur water-based plant

Project milestone · Consumer Durables

Indiqube Spaceswait · Audited H1 cash flow and capex disclosed

Commercial Services

Indiqube Spaceswait · Rent-paying area rising above 7.84m sq ft

Commercial Services

Indiqube Spaceswait · Filed profit after tax turning positive (Q1: loss of ₹24cr)

Commercial Services · expected at least ₹0cr

Indo Farmpass · No new guarantees to its finance arm; stock and receivables falling

Vehicles

Indo Farmpass · First lot of 10 tower cranes built

Project milestone · Vehicles

Indoco Remediespass · FDA re-inspection of Goa Plants II–III held and cleared

Pharma

Infibeam Avenues · Net revenue (the revenue it keeps) growing again (−3% in Q1)

Platform Cos

InfoBeans Technologiesown · Dollar revenue growth holding near 20%

Software

Innova Captabfollow · Jammu plant reaching ₹150cr of revenue a quarter

Pharma CDMO

Innova Captabfollow · Volume growth staying above 20%

Pharma CDMO

Inox Indiafollow · H1 FY27 revenue growth back near 15–20% (Q1 was 8%)

Industrials

Inox Windavoid · Q2 FY27 revenue about double a year earlier, the run-rate the +75% guide now needs

Electrical Equipment · expected at least 100%

Inox Windavoid · Receivable days disclosed and falling from 353 toward the ~200 promised

Electrical Equipment

Insecticides (India)wait · Revised targets given after H1, with inventory and receivables falling in Q2

Agrochemical & Fertilizers

Insolation Energypass · Q2 operating margin back toward the 14–15% guide (10% in Q1)

Solar PV Cells EPC · expected at least 14%

Insolation Energypass · No more cash going to promoter-linked companies

Solar PV Cells EPC

Insolation Energypass · Frame plant commissioned

Project milestone · Solar PV Cells EPC

Intellect Design Arenafollow · Company-reported total income above ₹900cr a quarter (₹872cr in Q1)

Software

Intellect Design Arenafollow · Days sales outstanding staying below 125 days (124 now)

Software

Interarch Buildingwait · Revenue running at about ₹570cr a quarter to meet the FY27 guide

Construction · expected at least ₹570cr

Interarch Buildingwait · Income-tax block assessment closing without a large demand

Construction

Interarch Buildingwait · QIP of about ₹250cr priced without heavy dilution

Construction

Inventurus Knowledge Solutionsfollow · Core business constant-currency growth staying at 12% or more

Software

Inventurus Knowledge Solutionsfollow · No further cut to TruBridge's $300m revenue base; combined margin about 26–27% before recovery

Software

Inventurus Knowledge Solutionsfollow · TruBridge in the accounts; group margin about 26–27% as it is added

Project milestone · Software

IOL Chem & Pharmafollow · Operating margin holding at 14–15%, as guided, as input prices ease

Pharma API · expected at least 14%

IOL Chem & Pharmafollow · Paracetamol capacity use rising from 55% towards 70–75%

Pharma API

ION Exchagewait · Chemicals segment margin back above 15%

Utilities

Ipca Laboratorieswait · A second quarter with operating margin above 23%, without tender or currency help

Pharma · expected at least 23%

Ipca Laboratorieswait · No further associate write-offs (Krebs, Lyka)

Pharma

IRB Infra.Devl.follow · A new toll-road win at its 15–16% target return

Construction

Ircon Intl.pass · Order book back above ₹30,000cr (₹23,366cr now)

Construction · expected at least ₹30,000cr

Ircon Intl.pass · A permanent chairman appointed, and any decision on a merger with RVNL

Construction

Ircon Intl.pass · Own margin (before other income) of 4.0–4.5% as guided

Construction

Isgec Heavy Engg.follow · Philippine plant at 90% use with positive operating profit, or sold

Industrials

Isgec Heavy Engg.follow · Standalone guidance (10–12%) raised at the half-year

Industrials

Isgec Heavy Engg.follow · Project margins moving to 5–6% as old contracts finish

Industrials

Isgec Heavy Engg.follow · Small production starts from the first phase

Project milestone · Industrials

IZMOavoid · The regulatory inquiries disclosed and closed

Software

IZMOavoid · The ₹150cr raise completed on fair terms (slipped ten months)

Software

J Kumar Infraown · Operating margin held at 14–15%

Construction · expected at least 14%

Jagsonpal Pharmawait · Operating margin held above 20% after the wellness deal

Pharma · expected at least 20%

Jagsonpal Pharmawait · Primary (reported) sales growth catching up with ~19% secondary sales (at least the 12–15% the 1.5x-market promise implies, excluding Aequitas)

Pharma

JD Cablesavoid · H1 FY27 results (due November) showing positive operating cash

Cables

JD Cablesavoid · New Dankuni unit above 50% use

Cables

Jeena Sikho Lifecareown · Operating profit growth back above 25% in Q2 (was 17% in Q1)

Pharma Others

Jeena Sikho Lifecareown · Operating margin above 40% as discounted and Ayushman beds fill

Pharma Others · expected at least 40%

JG Chemicalswait · Filed operating margin above 10%

Chemicals · expected at least 10%

JG Chemicalswait · First ceramics orders from Morbi

Chemicals

Jindal Drilling and Industriesfollow · Three off-hire rigs (Virtue-I, Discovery-I, Jindal Star) re-contracted at $45,000 a day or more

Oil

JK Tyre & Industwait · Mexico (JK Tornel) sales recovering in Q2 after almost stopping in Q1

Tyres

JNKwait · Formal renewal of the cooperation agreement with parent JNK Global

Industrials

John Cockerillavoid · A first commercial JVD order

Industrials

JTEKT Indiapass · Operating margin 8% or more in Q2 FY27 (first of two quarters)

Auto Related · expected at least 8%

Juniper Hotelswait · No related-party loans to promoter companies after the AGM vote against them

Hotels and Travels

Jupiter Life Line Hospitalswait · Dombivli losses within ₹2–3cr a month and occupancy above 40%, with insurer approvals

Hospitals

Jupiter Life Line Hospitalswait · Debt staying within ICRA's 1.8 times operating profit trigger

Hospitals

Jupiter Wagonspass · Q2 FY27 wagon output above 1,300

Industrial - Railway

Jupiter Wagonspass · Stock falling back from ₹1,079cr

Industrial - Railway

Jyothy Labsfollow · Double-digit growth excluding Pril and Fa, as guided

Consumer Durables

Jyothy Labsfollow · Volume growth staying high single-digit without Pril

Consumer Durables

Jyoti CNC Auto.wait · New 10,000-machine plant commissioned by end-September and foundry in October

Industrial Machinery

Jyoti CNC Auto.wait · Bhuj plant commissioned and producing

Project milestone · Industrial Machinery

Kajaria Ceramicsfollow · Double-digit tile volume growth in Q2 FY27, as promised

Consumer Durables

Kanpur Plastipackwait · Bulk-bag output back to 3,500–3,800 tonnes a quarter (3,000 in Q1)

Packaging

Kansai Nerolacfollow · Operating margin holding 13–14% as dearer stock flows through in Q2

Consumer Durables · expected at least 13%

Kansai Nerolacfollow · House-paint volume growth catching up with the market leader's (about 9%)

Consumer Durables

Kaveri Seed Companywait · Stock falling as production is cut

Food Products

KEC Internationalwait · Net debt (including supplier credit) down to about ₹6,000cr by September 2026

Construction - Power

KEC Internationalwait · No rating downgrade and no fresh tender ban

Construction - Power

KEC Internationalwait · Elastomeric cable production starts

Project milestone · Construction - Power

Kilburn Engg.wait · Q2 FY27 order intake above ₹200cr

Industrials

Kilburn Engg.wait · Debtor days back under 100

Industrials

Kiri Industriesavoid · Financial closure of the copper project and a binding concentrate contract

Chemicals

Kiri Industriesavoid · No tax demand on the DyStar award

Chemicals

Kirloskar Brothersfollow · US data-centre framework contract (in final signing) is signed

Pumps Comp & Eng

Kirloskar Pneumaticfollow · H1 FY27 sales of ₹750–800cr at about a 19% margin (Q2 catch-up after Q1's +10%)

Pumps Comp & Eng

Kirloskar Pneumaticfollow · Middle East package orders restart

Pumps Comp & Eng

Knack Packagingfollow · Operating margin holding above 18% as polymer prices swing

Packaging · expected at least 18%

Knack Packagingfollow · Quarterly sales held at the Q1 FY27 level until the new plant starts, as management said

Packaging

KNR Constructionswait · Telangana paying its ₹70–90cr monthly instalments (about ₹1,450cr owed)

Construction

KP Green Engg.pass · H1 FY27 revenue growth on the 40–50% minimum guided for FY27

Electrical Equipment · expected at least 40%

KP Green Engg.pass · H1 FY27 operating margin within the 16–20% guided

Electrical Equipment · expected at least 16%

KP Green Engg.pass · Outside (non-group) customers above 60% of revenue

Electrical Equipment

KP Green Engg.pass · The ₹32.9cr property advance to the promoter returned and stock back toward 100 days

Electrical Equipment

KPIT Technologiesown · Q2 dollar revenue no lower than Q1 (management expects Q2 flat)

Software

KRBLwait · Exports recovering in Q2 FY27 after halving in Q1

Food Products

KRBLwait · Progress toward closure of the ED money-laundering case behind the qualified audit

Food Products

Krishana Phoschempass · Operating cash turning positive as receivables are collected

Agrochemical & Fertilizers

Krishana Phoschempass · CRISIL rating watch resolved without a downgrade, and group loans with Madhya Bharat reduced

Agrochemical & Fertilizers

Krishna Defence & Allied Industriesown · Late-delivery charges falling (₹9.97cr in FY26) and inventory rebuilding from the ₹16.3cr March low

Aerospace defence

Krishna Inst.Mediwait · Thane and Electronic City hospitals breaking even (Thane lost ₹8.0cr in Q1)

Hospitals

Krishna Inst.Mediwait · Interest cost falling from Q2 after the ₹1,125cr debt repayment

Hospitals

Krishna Inst.Mediwait · Founder's share pledge (for ₹750cr of personal loans) shrinking

Hospitals

KRN Heat Exchanwait · Operating margin "20-plus" (guidance)

Industrials · expected at least 20%

KRN Heat Exchanwait · Vertiv samples turning into volume orders; unbooked incentives appearing in profit

Industrials

Krosswait · Operating margin back to 13–14% after truck-maker settlements

Auto Related · expected at least 13%

Krosswait · Receivable and stock days falling

Auto Related

Krosswait · Axle-shaft facility commissioned (September 2026)

Project milestone · Auto Related

Krsnaa Diagnosticswait · Rajasthan revenue roughly doubling in Q2

Healthcare Diagnostic

Krsnaa Diagnosticswait · Debtor days below 120

Healthcare Diagnostic

Krsnaa Diagnosticswait · Profit margin back to double digits (7% in Q1 against about 13% promised)

Healthcare Diagnostic

Krsnaa Diagnosticswait · A permanent CFO appointed

Healthcare Diagnostic

Krsnaa Diagnosticswait · Rajasthan revenue roughly doubles from Q1's ₹26cr

Project milestone · Healthcare Diagnostic

Krystal Integrated Serviceswait · The ₹77.8cr loan to the former promoter-group firm (Newline) repaid

Commercial Services

Krystal Integrated Serviceswait · Receivables below 110 days (118 days now)

Commercial Services

KSH Internationalwait · Profit per tonne near ₹75,000 as Phase 2 adds standard wire

Cables

KSH Internationalwait · Next wave of Supa capacity added

Project milestone · Cables

Laser Power & Infrawait · Operating cash turning positive as projects bill

Cables

Laser Power & Infrawait · Revenue growth back in the mid-teens (guide +15–16% a year)

Cables · expected at least 14%

Laser Power & Infrawait · Lower interest cost showing from Q2 FY27 (about ₹40cr a year saving)

Cables

Latent View Analyticwait · Q2 dollar revenue back to growth (−3.5% from Q4 in Q1)

Software

Latent View Analyticwait · Decision Point claim settled near the company's ₹70cr figure (sellers claim ₹220cr)

Software

Laxmi Dentafollow · Margin holding in the 18–20% target range as scanner sales return

Health Products

Laxmi Dentafollow · Domestic lab growth above 15% (was 12%)

Health Products

Laxmi Organicpass · Dahej plant starts charging chemicals in Q2 FY27

Chemicals

Laxmi Organicpass · No impairment of the ₹491.6cr fluorination assets

Chemicals

Le Travenues Technowait · Contribution margin stays above the 36–37% floor (40.6% in Q1)

Travel Services

Lemon Tree Hotelsown · Room rates up 5–6% in Q2, as management's budget assumes (Q1: +2%)

Hotels and Travels

Lemon Tree Hotelsown · Two of three blocks of Aurika Shimla open

Project milestone · Hotels and Travels

LMWwait · Textile machinery utilisation above 75% (from about 60%) with active orders rising

Industrial Machinery

LMWwait · Aerospace order book growing beyond ₹1,000cr

Industrial Machinery

LMWwait · Cash not spent outside machinery (UAE investment, group-company purchases, new unrelated businesses)

Industrial Machinery

LT Foodsown · US ready-to-heat plant starting in Q2 FY27 (slipped from 'by July')

Food Products

LT Foodsown · US ready-to-heat plant operational

Project milestone · Food Products

Lumax Auto Techfollow · A second large customer for IAC (beyond Mahindra)

Auto Related

Lumax Industriesfollow · Q2 FY27 operating margin above 10%, as management promised

Auto Related · expected at least 10%

Lumax Industriesfollow · Debt stays flat through the doubled FY27 capex

Auto Related

M & B Engineer.wait · Margin holding near 11% in Q2 FY27 (company figure; Q1 11.4%)

Construction

M & B Engineer.wait · Orders back near ₹100cr a month in Q2 FY27

Construction

M & B Engineer.wait · Operating cash turning positive in H1 FY27, with the Sanand expansion running from October

Construction

Macfoswait · Operating cash turning positive as stock days come down

Platform Cos

Macfoswait · Revenue growth back above 45% (38% in Q1)

Platform Cos · expected at least 45%

Macfoswait · The size of the pending customs claim disclosed

Platform Cos

Macpower CNCfollow · Operating margin rises in Q2 FY27 from Q1's 16.2% (management: margin to rise each quarter)

Industrial Machinery · expected at least 16.2%

Macpower CNCfollow · The 60-acre land deal actually signed (three deadlines already missed)

Industrial Machinery

Madhya Bharat Agro Productspass · Quarterly sales growth catching up with the 50%-plus FY27 expectation (Q1 was flat)

Agrochemical & Fertilizers · expected at least 50%

Mamata Machinerywait · H1 FY27 delivers the ₹80cr of promised orders/deliveries

Industrial Machinery

Man Industries (I)follow · Saudi plant (NPC) revenue of ₹300–500cr a quarter from Q2

Iron and Steel

Man Industries (I)follow · Operating margin of 14% or more (guidance 14–15%)

Iron and Steel · expected at least 14%

Man Industries (I)follow · Revenue of about ₹1,300cr a quarter, needed for the ~₹5,000cr FY27 guide (Q1 ₹1,053cr)

Iron and Steel · expected at least ₹1,300cr

Man Industries (I)follow · NPC revenue of ₹300–500cr a quarter

Project milestone · Iron and Steel

Manaksia Coated Metalswait · Operating margin holding near 11% (guidance)

Iron and Steel · expected at least 11%

Manaksia Coated Metalswait · Operating cash turning positive and discounted bills (₹115cr) falling

Iron and Steel

Manaksia Coated Metalswait · Second colour-coating line commissioned

Project milestone · Iron and Steel

Manaksia Coated Metalswait · Alu-Zinc line at 75–80% use

Project milestone · Iron and Steel

Manaksia Coated Metalswait · Solar plant commissioned

Project milestone · Iron and Steel

Manba Financepass · Own-book bad loans below 3.7%

Finance

Manba Financepass · Borrowing cost back under 10.8% (10.86% in Q1)

Finance

Manorama Industrieswait · Operating margin within the 25–27% guided

Food Products · expected at least 25%

Manorama Industrieswait · The ₹20.64cr customs payment recovered from the supplier

Food Products

Marksans Pharmaown · Operating margin holds at or above the 21–22% guide in Q2 FY27 as the cheap stock runs out

Pharma · expected at least 21%

Marksans Pharmaown · No large, expensive acquisition with the ₹1,031cr net cash (next European deal at a sensible price)

Pharma

Matrimony.comfollow · Double-digit billing growth in Q2, as guided (7.8% in Q1)

Platform Cos

Matrimony.comfollow · Double-digit revenue growth in Q2, as guided

Platform Cos · expected at least 10%

Matrimony.comfollow · Triple-digit profit growth in Q2, as guided

Platform Cos · expected at least 100%

Matrimony.comfollow · A permanent CFO, and sign-ups holding after the Jodii rebrand

Platform Cos

Max Estateswait · No further related-party land or asset deals

Realty

Maxvolt Energy Indusavoid · H1 FY27 operating margin back above 12%

EMS & Electronics · expected at least 12%

Maxvolt Energy Indusavoid · Positive operating cash in H1 FY27

EMS & Electronics

Maxvolt Energy Indusavoid · Construction starts at Aligarh

Project milestone · EMS & Electronics

Mayur Uniquotersown · Operating margin at 22% or better without currency gains

Consumer Durables · expected at least 22%

Mayur Uniquotersown · No write-down of the ₹102.7cr polyurethane plant

Consumer Durables

Medpluswait · Own-label products regain 22% of sales

Retail

Meghmani Organicspass · Crop-protection volumes returning to growth while keeping the ~20% margin

Agrochemical & Fertilizers

Menon Bearingswait · No further promoter-family selling

Auto Related

Menon Bearingswait · First railway brake orders from the new test rig

Auto Related

Metro Brandswait · Profit margin inside the 13–15% guide

Consumer Durables

Metropolis Health.follow · Core Diagnostics turning profitable (lost ₹3.1cr in FY26)

Healthcare Diagnostic

Minda Corpwait · Net debt falls, not rises, after the ₹500cr bond issue

Auto Related

Minda Corpwait · Flash Electronics' margin recovers to 16–17%

Auto Related

Mishra Dhatu Nigam (MIDHANI)pass · Approval of the ₹1,000cr modernisation

Aerospace defence

MM Forgingsfollow · Quarterly volume of 23,000–25,000 tonnes from Q2 (Q1: 20,200)

Forging

MM Forgingsfollow · Net debt cut below ₹900cr (now ₹1,010cr)

Forging

MM Forgingsfollow · Quarterly volume of 23,000–25,000 tonnes

Project milestone · Forging

Mobavenue Ai Techpass · The ₹45.7cr owed to promoters paid off, and promoter-linked loans and trades wound down

Software

Mobavenue Ai Techpass · 'Rule of 50': revenue growth above 30%

Software · expected at least 30%

Mobavenue Ai Techpass · 'Rule of 50': operating margin of 20% or more

Software · expected at least 20%

Mobavenue Ai Techpass · Direct-client share recovering from 65%

Software

Molbio Diagnosticswait · Commissions falling from 11.6% of revenue

Healthcare

Molbio Diagnosticswait · Anti-corruption notice at the Prognosys subsidiary closed

Healthcare

Mold-Tek Pack.follow · Operating profit per kilo holding at ₹44 or more (guide ₹44–45; ₹46.7 in Q1)

Packaging

Motherson Sumi Wirinwait · Operating margin back above 9%

Auto Related · expected at least 9%

Motherson Sumi Wirinwait · Wage-cost recovery agreed with customers

Auto Related

Motherson Sumi Wirinwait · New-plant revenue above ₹500cr a quarter

Auto Related

Mrs Bectors Foodwait · Q2 operating margin holding near 13% despite inflation

Food Products · expected at least 13%

Mrs Bectors Foodwait · Domestic biscuit growth reaching double digits

Food Products

MSTCfollow · Auction fee growth stays in double digits as guided

Commercial Services

MSTCfollow · EPR-certificate exchange goes live (government notification issued)

Commercial Services

MSTCfollow · No coal exchange licensed that takes over MSTC's coal-sale auctions

Commercial Services

MTAR Technologiesfollow · No second hot-box supplier added at Bloom

Aerospace defence

MTAR Technologiesfollow · Oil and gas plant commissioned

Project milestone · Aerospace defence

MV Electrosystemswait · 10 propulsion sets delivered in September (none in July–August)

Industrial - Railway

MV Electrosystemswait · First 10 propulsion sets delivered

Project milestone · Industrial - Railway

Narayana Hrudayalayawait · UK margin recovering from 8.8% after the heatwave outages

Hospitals

Narayana Hrudayalayawait · Insurance losses (Cayman and India) falling after repricing (about ₹54cr in Q1)

Hospitals

Narayana Hrudayalayawait · No further slips in Indian project dates

Hospitals

Narayana Hrudayalayawait · South-west Bengaluru hospital opens

Project milestone · Hospitals

Natco Pharmawait · What the ₹1,279cr rights money buys, and at a sensible return (not a large, expensive deal)

Pharma

Navin Fluorine Intlfollow · Operating margin holding at 32% or more in Q2 FY27 as R-32 prices fall (guide 32–33%)

Chemicals · expected at least 32%

Navin Fluorine Intlfollow · Chemours data-centre cooling-fluid plant started by the end of Q2 FY27

Chemicals

Navin Fluorine Intlfollow · Chemours plant completed

Project milestone · Chemicals

NBCCfollow · Q2 FY27 revenue above ₹4,000cr

Construction · expected at least ₹4,000cr

NBCCfollow · Cabinet approval of the five Delhi colonies

Construction

NCCfollow · Uttar Pradesh water-scheme dues falling below ₹1,000cr

Construction

NCCfollow · Operating margin of 8.5–9% as guided

Construction · expected at least 8.5%

NDR Auto Componentsfollow · Operating margin in the 11–12% guided band

Auto Related · expected at least 11%

NDR Auto Componentsfollow · Operating cash back above 70% of operating profit

Auto Related

NDR Auto Componentsfollow · A material order from a maker other than Maruti (Toyota, Kia or Hyundai)

Auto Related

Neetu Yoshifollow · H1 FY27 results show the new bogie plant's first sales (plant started 13 September)

Forging

Neetu Yoshifollow · RDSO bogie approval received

Forging

Nelcastwait · Operating profit per kilogram above ₹14 in Q2 (Q1: ₹9.5)

Forging

Nelcastwait · Pedapariya plant use back above 35% (Q1: 21%)

Forging

Neogen Chemicalspass · Insurer settles the ₹348.8cr fire claim close to the amount booked

Chemicals

Neogen Chemicalspass · Electrolyte plant commissioned

Project milestone · Chemicals

Neogen Chemicalspass · Dahej replacement plant in commercial production

Project milestone · Chemicals

Nephrocare Healthwait · Filed profit closing the gap with adjusted profit (FY26: ₹77cr filed vs ₹128cr adjusted)

Healthcare

Nephrocare Healthwait · Andhra Pradesh PPP contract renewed

Healthcare

Netweb Technologieswait · Stock back under 90 days and positive operating cash

Software

Netweb Technologieswait · Operating margin within the 13–14% guided

Software · expected at least 13%

Network People Servicespass · Quarterly revenue of ₹75cr or more (₹56cr in Q1)

Software · expected at least ₹75cr

Network People Servicespass · Debtor days falling from 195

Software

Neuland Laboratoriesfollow · Operating margin in Q2 at or above the 25%-plus guide

Pharma CDMO · expected at least 25%

Neuland Laboratoriesfollow · Peptide module 2 running with its anchor customer

Pharma CDMO

Newgen Softwareown · First disclosure of ARR or remaining contract value

Software

NGL Fine-Chemwait · Revenue above ₹150cr a quarter, the level management says it needs to stabilise (Q1: ₹139cr)

Pharma API · expected at least ₹150cr

NGL Fine-Chemwait · Operating margin holding inside the guided 15–18% as Phase 2 costs start

Pharma API · expected at least 15%

NGL Fine-Chemwait · Three pending European certificates approved

Pharma API

NGL Fine-Chemwait · Phase II commissioned

Project milestone · Pharma API

Nocilwait · Anti-dumping duty granted on Pilflex 13

Chemicals

Northern ARC Capitalfollow · Margin back to 9.5% in Q2 FY27, as guided (9.3% in Q1)

Finance

Northern ARC Capitalfollow · Overdue loans (1.2% at March) staying well below ICRA's 3% trigger

Finance

NRB Bearingfollow · Q2 margin above 16% despite power and freight costs

Bearings · expected at least 16%

NRB Bearingfollow · First major enhancement projects commissioned

Project milestone · Bearings

Nucleus Softwarewait · Sequential revenue growth from Q2 as the ₹1,244cr order book converts

Software

Nucleus Softwarewait · Operating margin back above 15% (3.6% in Q1)

Software · expected at least 15%

Nucleus Softwarewait · Days sales outstanding falling back towards 45 from 63

Software

OBSC Perfectionwait · No further share issues

Auto Related

Ola Electricavoid · Revenue growing again year on year as dealers open (43–57% below a year earlier for five quarters)

Vehicles · expected at least 0%

Ola Electricavoid · 6 GWh fully commissioned and cell production restarted

Project milestone · Vehicles

Olectra Greentechwait · Q2 bus deliveries of about 500 as guided (358 in Q1)

Vehicles

Olectra Greentechwait · BEST order dispute resolved and related-party (Evey, MEIL) approvals passed at the 26 September AGM

Vehicles

Olectra Greentechwait · Operating margin holding near 12% and receivables coming down

Vehicles

Olectra Greentechwait · About 500 buses delivered in the quarter

Project milestone · Vehicles

Omnitech Engineeringwait · Operating margin holding at 30% (guidance "30% and above")

Industrials · expected at least 30%

One Mobikwik Systemswait · Profit in Q2 without loan write-backs

Platform Cos

One Mobikwik Systemswait · Disbursals back at ₹1,000cr a quarter

Platform Cos

OnEMI Technologyfollow · Gross bad loans below the 2.25% ceiling guided

Finance

Onesource Specialtywait · Line 2 running in Q2 and revenue stepping up

Pharma CDMO

Onesource Specialtywait · Operating cash turning positive at the half-year

Pharma CDMO

Onesource Specialtywait · Line 2 in commercial production

Project milestone · Pharma CDMO

Onward Technologiesfollow · Double-digit revenue growth, as guided (12% in Q1)

Software · expected at least 10%

Onward Technologiesfollow · Offshore share of work recovering from 68%, with no loss among the top five clients

Software

Onward Technologiesfollow · New centre starts billing

Project milestone · Software

Orchid Pharmaavoid · No further credit rating cut

Pharma

Orchid Pharmaavoid · A US or Japanese licence for Exblifep

Pharma

Oriana Powerfollow · The 238 MWp Actis plant sale closes in H1 FY27 and cash comes back

Solar PV Cells EPC

Oriana Powerfollow · Off-balance-sheet guarantees for project companies (₹1,385cr) start falling

Solar PV Cells EPC

Oriana Powerfollow · 238 MWp sold to Actis with cash received

Project milestone · Solar PV Cells EPC

Orient Bellwait · Operating margin above 7% in Q2 FY27 as Morbi recovers

Consumer Durables · expected at least 7%

Orient Electricwait · Gross margin back above 31% (29.8% in Q1)

Consumer Durables

Orient Electricwait · Operating margin above 8% outside the summer (Q2 FY27)

Consumer Durables · expected at least 8%

Oriental Aromaticspass · Operating margin above 9% (first of the two quarters needed)

Chemicals · expected at least 9%

Oriental Aromaticspass · Mahad plant revenue above ₹12cr a quarter

Chemicals

Oriental Aromaticspass · Borrowings (₹403cr) and stock falling

Chemicals

OSEL Devicespass · Positive operating cash in H1 FY27 (negative in FY25 and FY26)

Health Products

OSEL Devicespass · Related-party purchases from the promoter-group firm falling (₹44cr a year)

Health Products

Oswal Pumpspass · Q2 FY27 revenue up 10–15%, as guided

Pumps Comp & Eng · expected at least 10%

Oswal Pumpspass · 1 GW first phase in commercial production

Project milestone · Pumps Comp & Eng

Paradeep Phosphateswait · Profit per tonne in Q2 around the ~₹5,000 FY27 guide

Agrochemical & Fertilizers

Paradeep Phosphateswait · Net debt staying under CRISIL's 3-times operating profit line (2.85 times now), with subsidy receivables coming down

Agrochemical & Fertilizers

Paramount Communicationspass · Term debt tied up for the Narmadapuram plant

Cables

Patel Engineeringwait · Promoter pledge (86.6%) falling by the promised 15–20% or more

Construction

Patel Engineeringwait · No further write-downs

Construction

Patel Engineeringwait · Operating margin of 13–14% as guided

Construction · expected at least 13%

Patil Automationwait · Order book rebuilt above ₹200cr in H1 FY27 (₹118cr in May)

Industrials

Patil Automationwait · Positive operating cash

Industrials

PCBL Chemicalwait · Carbon black profit above ₹16,000 a tonne after stock effects

Chemicals

PCBL Chemicalwait · Debt below four times EBITDA

Chemicals

PCBL Chemicalwait · Aquapharm back above ₹60cr a quarter

Chemicals

Pennar Industrieswait · Segment profit figures published, as promised for Q2

Construction

Pennar Industrieswait · Double-digit revenue growth from Q2 FY27 as guided

Construction · expected at least 10%

Pennar Industrieswait · Debt to equity staying at or below 0.7

Construction

PG Electroplastpass · Inventory below ₹900cr, as promised

EMS & Electronics

Piramal Pharmawait · Morpeth Form 483 closing without escalation

Pharma CDMO

Pitti Engineeringown · Net debt stays below ₹491cr while the ₹290cr plant is built

Industrials

PNC Infratechwait · Court ruling on the three-year NHAI debarment (ban quashed)

Construction

PNC Infratechwait · Water-scheme dues (₹925cr) coming in

Construction

Poly Medicurefollow · Quarterly revenue run-rate toward ₹592cr, the pace the FY27 guide needs (Q1: ₹525cr)

Health Products · expected at least ₹592cr

Poly Medicurefollow · Anti-dumping duty imposed on Chinese and Malaysian dialysers

Health Products

Poly Medicurefollow · Consolidated margin staying in the 23–25% guided range

Health Products

Pondy Oxides & Chem.wait · Lead volume back above 20,000 tonnes a quarter

Mining & Metals Recycle

Pondy Oxides & Chem.wait · Lead earning within the raised guide of ₹18,000–20,000 a tonne

Mining & Metals Recycle

Poojaa Precision Enggpass · First half-year results filed in November 2026

Auto Related

Poojaa Precision Enggpass · Customer names disclosed and a first earnings call held

Auto Related

Powericafollow · The 100 MW GUVNL wind project stays on schedule

Pumps Comp & Eng

Praj Industrieswait · A dated E25–E30 blending mandate

Industrials

Praj Industrieswait · Operating margin back above 7–8% (about 4% now)

Industrials · expected at least 7%

Precision Camshaftspass · A clean exit from the Dutch e-truck arm EMOSS

Auto Related

Precision Camshaftspass · Standalone camshaft margin back in the mid-teens

Auto Related

Premier Explosivespass · Quarterly revenue above ₹150cr

Chemicals · expected at least ₹150cr

Premier Explosivespass · Operating margin of 15% or more

Chemicals · expected at least 15%

Prevest Denproown · H1 FY27 sales growth back to about 20% (missed >20% in H2 FY26; Q1 +21%)

Health Products

Prevest Denproown · Founder-MD Atul Modi back at work after June's medical emergency

Health Products

Prevest Denproown · Inventory days falling from 239

Health Products

Pricolfollow · Q2 FY27 operating margin above 12% after price indexation

Auto Related · expected at least 12%

Pricolfollow · Demerger scheme for the cluster business announced with a credible partner

Auto Related

Pricolfollow · Plastics business margin back above 9%

Auto Related

Prince Pipeswait · Volume growing again, against the 12–15% guide (−7% in Q1)

Plastics

Prince Pipeswait · Stock days back to 65–75 by September (100 in Q1)

Plastics

Prince Pipeswait · Operating margin within the 11–13% guide

Plastics · expected at least 11%

Privi Speciality Chewait · Net debt staying below 2 times EBITDA

Chemicals

Privi Speciality Chewait · Phase 1 commercial (54,000 tonnes)

Project milestone · Chemicals

Protean eGovwait · Margins stabilising from Q2 or Q3, as management says

Software

Protean eGovwait · PAN 2.0 contract terms disclosed and sound

Software

PSP Projectspass · Collection of the Surat Diamond Bourse and UP dues (about ₹190cr of old dues)

Construction

Pyramid Technoplastwait · Operating cash flow positive in the September half-year (FY26: −₹41cr)

Packaging

Pyramid Technoplastwait · Operating margin above 10% as drum prices fall, as guided

Packaging · expected at least 10%

Pyramid Technoplastwait · Last 1 MW commissioned

Project milestone · Packaging

Q-Line Biotechwait · H1 FY27 revenue of about ₹185–195cr (results in November)

Pharma Others · expected at least ₹185cr

Q-Line Biotechwait · A smaller related-party share of sales and receivables in the H1 results

Pharma Others

Q-Line Biotechwait · Group guarantees actually closing

Pharma Others

Quality Power Elwait · Operating cash catching up with profit

Electrical Transformers

Quality Power Elwait · Trial production starts at Sangli

Project milestone · Electrical Transformers

Quess Corpfollow · Net headcount additions of 10,000+ in Q2 FY27 (core staffing added only about 3,800 in Q1)

Commercial Services

Quess Corpfollow · Professional (IT) staffing growth back in double digits

Commercial Services

R Systems Internationalfollow · Organic constant-currency growth of 3–4% a quarter

Software

R Systems Internationalfollow · Bookings above $85M ($82.9M last)

Software

R Systems Internationalfollow · Adjusted EBITDA margin staying within the raised 18–19% guide (above 18%) as currency gains fade

Software

RACL Geartechwait · Profit growth without foreign-exchange gains

Auto Related

Railtel Corporation of Indiafollow · Receivables and credit-loss charges growing no faster than revenue

Software

Rainbow Children's Medicarefollow · Margin before rent staying at or above 24% while new beds open

Hospitals

Rainbow Children's Medicarefollow · Occupancy climbing above 41% in the busy Q2–Q3 season

Hospitals

Rainbow Children's Medicarefollow · ₹31.5cr loan to the Delhi landlord repaid or resolved

Hospitals

Rajratan Globalfollow · Operating margin at 13.5–14% ('safely', as guided)

Auto Related · expected at least 13.5%

Rajratan Globalfollow · Chennai at 60,000-tonne capacity

Project milestone · Auto Related

Rajratan Globalfollow · Steel-cord trials start

Project milestone · Auto Related

Rallis Indiafollow · Branded domestic volume growing in Q2 without extra returns provisions

Agrochemical & Fertilizers

Rallis Indiafollow · Seed sales growing in the mid-to-high single digits (after missing the mid-teen promise)

Agrochemical & Fertilizers

Rane (Madras)wait · No further castings write-down

Auto Related

Rashi Peripheralfollow · Q2 revenue growth similar to Q1's 62%, with prices rising at about half Q1's pace (guidance)

Hardware

Rashi Peripheralfollow · Gearing after the VDA purchase staying near CRISIL's ~0.63x

Hardware

Rashi Peripheralfollow · First quarter with VDA consolidated (Q2 FY27 results)

Project milestone · Hardware

RateGain Travel Techfollow · Organic growth staying above 15% once the FIFA boost drops out in Q2

Software

Raymondfollow · Aerospace revenue growth of 25%-plus as committed

Aerospace defence

Raymondfollow · Use of the promoter warrant money disclosed

Aerospace defence

Raymondfollow · Five-year slice of the aerospace order book above ₹2,765cr

Aerospace defence

Raymond Realtywait · Net debt stays below one times equity

Realty

Redingtonwait · Margin excluding Turkey kept within 2.2–2.4% and ROCE above 18%

Commercial Services

Redingtonwait · A decision on the loss-making Turkish arm (Arena)

Commercial Services

Refex Industriesavoid · Unbilled ash revenue (₹696cr) turning into cash

Chemicals

Refex Industriesavoid · Promoter pledge actually falling from 47%

Chemicals

Relaxo Footwearspass · Pairs sold growing again in Q2 FY27 (down 2% in Q1)

Consumer Durables

RHI Magnesitafollow · Q2 volume back to +7–8% growth with adjusted margin at 13% or more

Elect and Refrac

RHI Magnesitafollow · Quartzite mining starts

Project milestone · Elect and Refrac

Rico Auto Industriespass · Gurugram land sale proceeds used to cut debt

Auto Related

Rico Auto Industriespass · Hosur commercial production starts (September 2026)

Project milestone · Auto Related

RIR Power Electravoid · The ₹70cr bank loan sanctioned and Phase 2 funding settled

Electrical Equipment

RIR Power Electravoid · Halol plant revenue of ₹30cr-plus a quarter, as guided

Electrical Equipment

RIR Power Electravoid · Epitaxy operations start

Project milestone · Electrical Equipment

Riteswait · Operating margin staying above the 20% red line through the pay revision

Construction · expected at least 20%

Riteswait · Debtor days falling from about 125–141

Construction

RMC Switchgearsavoid · Positive operating cash in H1 FY27

Electrical Equipment

RMC Switchgearsavoid · About ₹58cr of retention money collected

Electrical Equipment

RMC Switchgearsavoid · A first paid PulseBox order

Electrical Equipment

Rolex Ringsfollow · July–September revenue growth above 15%

Auto Related · expected at least 15%

Rolex Ringsfollow · CMD's share pledge released

Auto Related

Rossari Biotechfollow · Operating margin back above 13% (first of the two quarters needed)

Chemicals · expected at least 13%

Rossari Biotechfollow · Free cash positive and net debt below ₹200cr

Chemicals

Rossari Biotechfollow · Consumer arm sold or closed

Chemicals

Rossell Techsysavoid · The ₹300cr QIP actually closing

Aerospace defence

Rossell Techsysavoid · Margin above 16% once the loss-making Boeing batch ends

Aerospace defence · expected at least 16%

Route Mobilewait · No further supplier-prepayment write-offs or provisions

Software

Royal Orchid Hotelswait · Fee (managed-hotel) revenue growing again

Hotels and Travels

RPG Life Scienceswait · API arm margins back to the mid-20s after the Actis and Raghava deals

Pharma

RPG Life Scienceswait · H1 operating cash recovering after three years of decline

Pharma

RR Kabel Ltd.follow · Wire-and-cable segment margin holding at 9.5%-plus as UltraTech's wire reaches shops

Cables

RR Kabel Ltd.follow · Wire-and-cable volume growth of about 18% (FY27 guide)

Cables

RR Kabel Ltd.follow · Consumer electricals staying at break-even through the weak second quarter

Cables

RR Kabel Ltd.follow · New Silvassa wire lines start

Project milestone · Cables

Rubicon Researchfollow · H1 operating cash catching up with profit once delayed GST refunds arrive

Pharma

Rushil Decorpass · Interest cover staying above 2 times (the rating trigger)

Consumer Durables

Rushil Decorpass · MDF exports back above 4,000 cubic metres a month

Consumer Durables

Saatvik Greenpass · Q2 sales above 1 GW (334 MW in Q1)

Solar PV Cells EPC

Saatvik Greenpass · A permanent finance chief appointed

Solar PV Cells EPC

Saatvik Greenpass · Cell line passes ALMM inspection

Project milestone · Solar PV Cells EPC

Saatvik Greenpass · Site work starts

Project milestone · Solar PV Cells EPC

Sagilityown · Q2 company-adjusted margin at 24% or better with the full wage hit included (guide 24–25%)

Software

Sahasra Electronicavoid · Chip-packaging revenue near ₹20–25cr in H1 FY27

EMS & Electronics

Sahasra Electronicavoid · Clean stock accounting (records tallying with physical stock)

EMS & Electronics

Sai Life Sciencesfollow · The second big-pharma dedicated-team contract closing in Q2

Pharma CDMO

Sai Life Sciencesfollow · Manufacturing growth back in double digits (was +6% in Q1)

Pharma CDMO

Sai Silks (Kalamandir)wait · No further store closures

Retail

Sakar Healthcarewait · Cancer-drug exports above ₹15cr a quarter

Pharma

Sakar Healthcarewait · Inventory days falling at the half-year

Pharma

Saksoftwait · FY27 ₹1,200–1,250cr target kept at the post-Q2 review (may be restated)

Software

Salzer Electronicspass · A decision on the near-idle smart-meter plant

Electrical Equipment

Sambhv Steel Tubesfollow · Operating profit a tonne within the ₹7,500–8,500 guide as pipe prices ease

Iron and Steel

Samhi Hotelsown · The ₹750cr share authority stays unused, or is used at a fair price

Hotels and Travels

Samhi Hotelsown · Same-store RevPAR growth of 9–11% (promise)

Hotels and Travels

Sansera Engineeringfollow · New hangar's part approvals and NADCAP for surface treatment

Aerospace defence

Saregama Indiawait · Music revenue keeps growing at the guided 20–23% a year against a higher base in Q2 FY27

Media and Entertainment

Saregama Indiawait · Music EBITDA margin within the guided 60–65%

Media and Entertainment

Sastasundar Venturesavoid · Working capital back below 20 days

Retail

Sastasundar Venturesavoid · Move to the new, double-size West Bengal warehouse (around September)

Project milestone · Retail

Schneider Ele. Infraavoid · The promised product-mix disclosure published

Electrical Transformers

Scoda Tubeswait · Quarterly revenue near ₹175cr, needed for the FY27 guide (best quarter so far ₹152cr)

Iron and Steel · expected at least ₹175cr

Sedemac Mechatronicswait · Operating margin holds or improves from Q1 FY27 (about 19%)

Auto Related · expected at least 19%

Sedemac Mechatronicswait · A starter-generator win at a second large vehicle maker

Auto Related

Sedemac Mechatronicswait · The GST search closes without a demand

Auto Related

Senores Pharmaceuticwait · Unbilled profit-share balance (₹172cr) falling at the half-year

Pharma CDMO

Sequent Scientificfollow · Drug-ingredient (API) sales rebound in Q2, which management called its best quarter ever

Pharma Others

Sequent Scientificfollow · Bioforlife (Italy) acquisition closed

Pharma Others

Sequent Scientificfollow · Profit rising as acquisition amortisation falls from ₹25cr in Q1 to ₹10–11cr in Q2

Pharma Others

Servotech Renewavoid · Operating cash turning positive

Electrical Equipment

Servotech Renewavoid · Receivables below 90 days

Electrical Equipment

Servotech Renewavoid · Cost and funding of the ₹400cr Haryana plant disclosed

Electrical Equipment

SG Martwait · Solar volumes above 8,000 tonnes a month (under half of plan in Q1)

Retail

SH Kelkar & Cowait · Operating margin above 13% without one-offs

Chemicals · expected at least 13%

Sh. Pushkar Chem.follow · Promoter loans of ₹21cr repaid

Chemicals

Shadowfax Tech.follow · Q2 FY27 revenue growth in line with the raised 38–40% guide

Logistics · expected at least 38%

Shaily Engg. Plasticfollow · Dr Reddy's restarting semaglutide supply

Plastics

Shaily Engg. Plasticfollow · Second pen line reaching 80% efficiency

Plastics

Shaily Engg. Plasticfollow · A pen contract with an original (global) drug maker

Plastics

Shaily Engg. Plasticfollow · Second line operational, pen capacity about 75 million

Project milestone · Plastics

Shaily Engg. Plasticfollow · Update on the South plant (land, start) on the Q2 call

Project milestone · Plastics

Shaily Engg. Plasticfollow · Second 25-million pen line running, pen capacity about 75 million a year

Plastics

Shakti Pumpspass · Module line running from September 2026

Pumps Comp & Eng

Shakti Pumpspass · A quarter of falling receivables (₹1,799cr at Q1)

Pumps Comp & Eng

Shakti Pumpspass · PM-KUSUM 2.0 approved, at prices above Maharashtra's, with state agencies paying

Pumps Comp & Eng

Shakti Pumpspass · 0.5 GW module plant starts (September 2026)

Project milestone · Pumps Comp & Eng

Shakti Pumpspass · Expanded pump capacity available

Project milestone · Pumps Comp & Eng

Shalbypass · Standalone hospital margin back near 20% by Q2 (promised “significant upside”; Q1: 18.4%)

Hospitals

Shalbypass · Implant stock (651 days) stops growing or falls by September

Hospitals

Shalbypass · A clear funding plan for the ₹300cr Mumbai project, or it dropped

Hospitals

Shalbypass · Implant segment loss narrowing from FY26 (−₹35cr before tax for the year; −₹40cr in FY25)

Hospitals

Shalbypass · Consolidated operating cash clearly positive for the half year (FY25 −₹4cr, FY26 about zero)

Hospitals

Shalbypass · Borrowings flat or falling at September (interest already ₹41cr a year, up from ₹8cr in FY22)

Hospitals

Sharda Cropchemown · European volumes recovering in Q2 after the Q1 heatwave, with gross margin above 35%

Agrochemical & Fertilizers

Sharda Cropchemown · No write-off of registrations as spending rises to ₹480–550cr a year

Agrochemical & Fertilizers

Sheela Foampass · Operating margin inside the 11–12% band, as guided (10.6% in Q1)