UltraTech Cement Ltd. – Q1 FY27 Results
CMP: ₹11,903 | M.Cap: ₹3,50,800 Cr | P/E: 40.7
| Particulars | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ | Estimate | Miss / Beat |
|---|---|---|---|---|---|---|---|
| Sales (₹ Cr) | 24,648 | 25,799 | 21,275 | ▲ 16% | ▼ 4.46% | ₹24,440 Cr | Beat |
| EBITDA (₹ Cr) | 5,015 | 5,599 | 4,406 | ▲ 14% | ▼ 10.43% | ₹4,934 Cr | Beat |
| Net Profit (₹ Cr) | 2,604 | 3,000 | 2,221 | ▲ 17% | ▼ 13.20% | ₹2,453 Cr | Beat |
| EBITDA Margin | 20.4% | — | 20.7% | ▼ 30 bps | — | 20.2% | Beat |
| EPS (₹) | 88.21 | 101.22 | 75.54 | ▲ 17% | ▼ 12.85% | — | — |
One 97 Communications (Paytm) – Q1 FY27 Results
| Metric | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ |
|---|---|---|---|---|---|
| Revenue (₹ Cr) | 2,448 | 2,264 | 1,918 | ▲ 27.63% | ▲ 8.13% |
| EBITDA Margin | 8.29% | 5.83% | 3.75% | ▲ 454 bps | ▲ 246 bps |
| PAT (₹ Cr) | 220 | 183 | 123 | ▲ 78.86% | ▲ 20.22% |
| Other Income (₹ Cr) | 182 | 178 | 241 | ▼ 24.48% | ▲ 2.25% |
| Exceptional Items (₹ Cr) | – | +21 Gain | -17 Loss | — | — |
Verdict
One 97 Communications (Paytm) delivered a strong Q1 FY27 performance with robust revenue growth, significant improvement in operating profitability, expansion in EBITDA margins, and healthy earnings growth on both a year-on-year and quarter-on-quarter basis. The results reflect continued business momentum and improved operational efficiency despite lower other income compared to the corresponding quarter last year.
Jaiprakash Power Ventures Ltd. – Q1 FY27 Results
| Metric | Q1 FY27 (Jun 2026) |
Q4 FY26 (Mar 2026) |
Q1 FY26 (Jun 2025) |
YoY | QoQ |
|---|---|---|---|---|---|
| Revenue (₹ Cr) | 1,775.70 | 1,386.38 | 1,583.16 | ▲ 12.16% | ▲ 28.08% |
| EBITDA Margin | 42.74% | 8.75% | 37.98% | ▲ 476 bps | ▲ 3,399 bps |
| Other Income (₹ Cr) | 30.79 | 84.36 | 47.72 | ▼ 35.48% | ▼ 63.50% |
| Exceptional Item (₹ Cr) | (193.63) | — | — | — | — |
| PAT (₹ Cr) | 468.84 | (13.37) | 278.13 | ▲ 68.57% | ▲ Turnaround |
Verdict
Jaiprakash Power Ventures delivered a strong operational performance in Q1 FY27, reporting double-digit revenue growth, significant EBITDA margin expansion and a sharp earnings turnaround compared to the previous quarter. While the company recorded an exceptional loss of ₹193.63 crore during the quarter, the core business continued to show healthy operational momentum, indicating improving fundamentals despite the one-off impact.
Bajaj Healthcare Ltd. – Q1 FY27 Results
| Particulars | Q1 FY27 (Jun 2026) |
Q4 FY26 (Mar 2026) |
Q1 FY26 (Jun 2025) |
YoY | QoQ |
|---|---|---|---|---|---|
| Revenue (₹ Cr) | 165.63 | 153.04 | 148.84 | ▲ 11.28% | ▲ 8.22% |
| EBITDA Margin | 17.36% | 14.82% | 16.47% | ▲ 89 bps | ▲ 254 bps |
| PAT (₹ Cr) | 13.70 | -22.85 | 11.83 | ▲ 15.75% | ▲ Turnaround |
| Other Income (₹ Cr) | 0.81 | 2.96 | 0.88 | ▼ 7.95% | ▼ 72.64% |
| Exceptional Items (₹ Cr) | Nil | (33.25) | Nil | — | — |
Verdict
Bajaj Healthcare Ltd. reported a strong operational performance in Q1 FY27. Revenue increased by 11.28% YoY and 8.22% QoQ, while EBITDA margin expanded to 17.36%, reflecting improved operating efficiency. The company posted a PAT of ₹13.70 crore, marking a 15.75% YoY increase and a significant turnaround from the previous quarter’s loss, primarily due to the absence of the exceptional loss recorded in Q4 FY26. Overall, the quarter reflects healthy business momentum with stronger profitability and improved margins.
TRIL – Q1 FY27 Results
Price: ₹334 | M.Cap: ₹10,009 Cr | P/E: 38.7
| Particulars | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 572 | 783 | 529 | ▲ 8% | ▼ 27% |
| EBITDA (₹ Cr) | 93.3 | 118 | 88.2 | ▲ 6% | ▼ 21% |
| Net Profit (₹ Cr) | 64.3 | 91.4 | 67.5 | ▼ 5% | ▼ 30% |
| EPS (₹) | 2.05 | 2.97 | 2.24 | ▼ 8% | ▼ 31% |
Verdict
TRIL reported a mixed performance in Q1 FY27. Revenue and EBITDA recorded modest year-on-year growth, reflecting stable operational momentum. However, profitability weakened as both net profit and EPS declined compared with the previous year. On a sequential basis, all key financial metrics registered a sharp decline, indicating softer operating performance during the quarter.
SML Isuzu Ltd. – Q1 FY27 Results
| Particulars | Q1 FY27 (Jun 2026) |
Q4 FY26 (Mar 2026) |
Q1 FY26 (Jun 2025) |
YoY | QoQ |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 958 | 898 | 846 | ▲ 13% | ▲ 7% |
| EBITDA (₹ Cr) | 100.0 | 90.4 | 105.0 | ▼ 5% | ▲ 11% |
| Net Profit (₹ Cr) | 63.6 | 54.2 | 67.0 | ▼ 5% | ▲ 17% |
| EPS (₹) | 43.96 | 37.45 | 46.27 | ▼ 5% | ▲ 17% |
Verdict
SML Isuzu reported healthy revenue growth in Q1 FY27, with Sales increasing ▲ 13% YoY and ▲ 7% QoQ. However, profitability softened on a year-on-year basis as EBITDA, Net Profit and EPS declined ▼ 5% each. On a sequential basis, earnings recovered strongly with EBITDA up ▲ 11% and Net Profit and EPS rising ▲ 17%, indicating improving operational momentum despite margin pressure.
Venus Remedies – Q1 FY27 Results
CMP: ₹1,694 | Market Cap: ₹2,219 Cr | P/E: 19.1
| Particulars | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 179 | 259 | 137 | ▲ 30% | ▼ 30.89% |
| EBITDA (₹ Cr) | 34.2 | 63.4 | 15.4 | ▲ 122% | ▼ 46.06% |
| Net Profit (₹ Cr) | 23.0 | 47.5 | 9.60 | ▲ 139% | ▼ 51.58% |
| EPS (₹) | 17.18 | 35.54 | 7.18 | ▲ 139% | ▼ 51.66% |
Verdict
Venus Remedies delivered a strong Q1 FY27 performance on a year-on-year basis, with healthy growth in revenue, EBITDA and net profit, supported by improved operational efficiency and margin expansion. However, compared with the exceptionally strong March 2026 quarter, the company reported a sequential decline across key financial metrics. Overall, the results remain fundamentally strong on a YoY basis, while QoQ performance reflects a normalization after a high base.
Sobha Ltd. – Q1 FY27 Results
CMP: ₹1,456 | M.Cap: ₹15,538 Cr | P/E: 67.4
| Metric | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 1,278 | 1,988 | 852 | ▲ 50.00% | ▼ 35.71% |
| EBITDA (₹ Cr) | 77.6 | 152.0 | 23.8 | ▲ 226.05% | ▼ 48.95% |
| Net Profit (₹ Cr) | 50.8 | 91.8 | 13.6 | ▲ 273.53% | ▼ 44.66% |
| EPS (₹) | 4.76 | 8.59 | 1.27 | ▲ 274.80% | ▼ 44.59% |
Verdict
Strong year-on-year growth across revenue, EBITDA, net profit, and EPS reflects healthy operational momentum and improved profitability. While quarterly performance moderated due to a higher base in the previous quarter, the overall financial performance remains encouraging and indicates continued strength in the business.
Canara HSBC Life Insurance – Q1 FY27 Results
Price: ₹150 | Market Cap: ₹14,222 Cr | P/E: 108.3
| Particulars | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ |
|---|---|---|---|---|---|
| Sales | ₹4,351 Cr | ₹1,374 Cr | ₹3,632 Cr | ▲ 20.00% | ▲ 216.67% |
| EBITDA | -₹0.49 Cr | ₹116 Cr | ₹6.36 Cr | ▼ 107.70% | ▼ 100.42% |
| Net Profit | ₹28.1 Cr | ₹34.7 Cr | ₹23.4 Cr | ▲ 20.09% | ▼ 19.02% |
| EPS | ₹0.30 | ₹0.37 | ₹0.25 | ▲ 20.00% | ▼ 18.92% |
Verdict
Canara HSBC Life Insurance reported healthy revenue growth in Q1 FY27, with sales rising 20.00% YoY and 216.67% QoQ. Net profit and EPS also improved by around 20% on a year-on-year basis, indicating steady business expansion. However, sequential performance weakened as net profit and EPS declined compared to the previous quarter, while EBITDA turned negative. Overall, the quarter reflects strong top-line growth but mixed profitability trends.
Tinna Rubber & Infrastructure Ltd.
CMP: ₹1,190 | Market Cap: ₹2,151 Cr | P/E: 34.9
| Particulars | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 156 | 157 | 130 | ▲ 20% | ▼ 0.6% |
| EBITDA (₹ Cr) | 33.9 | 28.3 | 20.8 | ▲ 63% | ▲ 19.8% |
| Net Profit (₹ Cr) | 20.6 | 16.5 | 11.7 | ▲ 75% | ▲ 24.8% |
| EPS (₹) | 11.42 | 9.18 | 6.52 | ▲ 75% | ▲ 24.4% |
Verdict
Tinna Rubber & Infrastructure Ltd. delivered a strong performance in Q1 FY27, driven by robust profitability and margin expansion. While revenue remained largely flat on a sequential basis, EBITDA, Net Profit, and EPS registered healthy double-digit growth, indicating improved operational efficiency. The strong year-on-year earnings growth reflects sustained business momentum and strengthens the company’s overall financial outlook.
Mahindra Logistics Ltd. – Q1 FY27 Results
CMP: ₹393 | M.Cap: ₹3,881 Cr | P/E: 98.5
| Particulars | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 2,003 | 1,791 | 1,625 | ▲ 23% | ▲ 11.84% |
| EBIDT (₹ Cr) | 115 | 112 | 76.2 | ▲ 51% | ▲ 2.68% |
| Net Profit (₹ Cr) | 27.8 | 22.4 | -9.44 | ▲ 335%* | ▲ 24.11% |
| EPS (₹) | 2.56 | 2.03 | -1.09 | ▲ 335%* | ▲ 26.11% |
Verdict
Mahindra Logistics reported a strong Q1 FY27 performance, supported by healthy revenue growth and a sharp turnaround in profitability. Sales increased 23% YoY, while EBITDA surged 51% YoY, reflecting improved operating efficiency. The company returned to profitability with net profit of ₹27.8 crore compared to a loss in the year-ago quarter, and earnings continued to improve sequentially. Although the operational performance remains encouraging, the elevated valuation at a P/E of 98.5 indicates that a significant portion of future growth expectations is already priced into the stock. Sustained execution and margin expansion will remain key factors to watch in the coming quarters.
Dynamic Cables – Q1 FY27 Results
CMP: ₹446 | Market Cap: ₹2,157 Cr | P/E: 23.7
| Metric | Q1 FY27 | Q4 FY26 | Q1 FY26 | YoY Change | QoQ Change |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 349 | 355 | 262 | ▲ 33% | ▼ 1.7% |
| EBITDA (₹ Cr) | 38.0 | 37.6 | 26.9 | ▲ 41% | ▲ 1.1% |
| Net Profit (₹ Cr) | 25.0 | 24.2 | 18.2 | ▲ 37% | ▲ 3.3% |
| EPS (₹) | 5.15 | 4.99 | 3.75 | ▲ 37% | ▲ 3.2% |
Verdict
Dynamic Cables delivered a strong Q1 FY27 performance with robust year-on-year growth across all key financial metrics. Revenue increased 33% YoY, while EBITDA grew 41%, reflecting improved operating leverage and margin expansion. Net profit and EPS also rose 37% YoY. Although revenue remained largely flat sequentially, the company continued to improve profitability on a QoQ basis, highlighting healthy operational efficiency and sustained earnings momentum.
Shyam Metalics Ltd. – Q1 FY27 Results
Price: ₹1,055 | M.Cap: ₹29,461 Cr | P/E: 26.2
| Particulars | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 5,455 | 5,240 | 4,419 | ▲ 23% | ▲ 4.1% |
| EBITDA (₹ Cr) | 765 | 727 | 580 | ▲ 32% | ▲ 5.2% |
| Net Profit (₹ Cr) | 351 | 312 | 291 | ▲ 18% | ▲ 12.5% |
| EPS (₹) | 12.36 | 11.43 | 10.47 | ▲ 18% | ▲ 8.1% |
Verdict
Shyam Metalics reported a strong Q1 FY27 performance, driven by healthy growth across revenue, EBITDA and net profit. Margin expansion along with double-digit earnings growth reflects improved operational efficiency and sustained business momentum, indicating a positive outlook for the company.
Swaraj Engines Ltd. – Q1 FY27 Results
CMP: ₹3,676 | Market Cap: ₹4,458 Cr | P/E: 21.8
| Particulars | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 588 | 546 | 484 | ▲ 22% | ▲ 8% |
| EBIDT (₹ Cr) | 76.8 | 75.0 | 67.1 | ▲ 14% | ▲ 2% |
| Net Profit (₹ Cr) | 55.5 | 54.6 | 50.0 | ▲ 11% | ▲ 2% |
| EPS (₹) | 45.70 | 44.91 | 41.14 | ▲ 11% | ▲ 2% |
Verdict
Swaraj Engines delivered a healthy Q1 FY27 performance with strong 22% YoY revenue growth. Profitability remained steady as Net Profit and EPS increased 11% YoY, while EBITDA grew 14%. The company maintained stable operating margins despite higher sales, reflecting consistent operational efficiency and steady earnings growth.
Action Construction Equipment Ltd. (Q1 FY27 Results)
CMP: ₹992 | M.Cap: ₹11,798 Cr | P/E: 27.0
| Particulars | Jun 2026 | Mar 2026 | Jun 2025 | YoY | QoQ |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 786 | 1,029 | 652 | ▲ 20% | ▼ 24% |
| EBITDA (₹ Cr) | 118 | 172 | 92.8 | ▲ 27% | ▼ 31% |
| Net Profit (₹ Cr) | 119 | 111 | 97.7 | ▲ 22% | ▲ 7% |
| EPS (₹) | 10.03 | 9.31 | 8.21 | ▲ 22% | ▲ 8% |
Verdict
Despite sequential moderation in revenue and EBITDA due to quarterly seasonality, Action Construction Equipment Ltd. delivered healthy year-on-year growth across key profitability metrics. Net Profit and EPS increased by 22% YoY, while EBITDA rose 27% YoY, reflecting strong operational execution and improved margins. Although revenue and EBITDA declined on a quarter-on-quarter basis, the company’s overall financial performance remains positive, supported by robust earnings growth and healthy profitability.
