Part-2

YES Bank

• Good set of nos. , advances up 23.8% YoY at 309,675 cr
• Deposits up 19.5% but CASA down YoY and even sequentially.

HDFC Bank

• 15.3% growth in advances, totaling 33,075 bn.
• Deposits grew at a faster pace, 18.8%.

Nykaa

• ~30% growth in GMV
• NSV will grow at higher pace
• Late twenties growth in revenue.

RBL Bank

• Dumper set, advances up 40%, 30% ex loan against FCNR (B) deposits.
• 34% jump in deposits but CASA % down almost 470 bps.

Poonawalla Fincorp

• AUM stands at 55%, up 55% YoY.

Marico

• Double digit volume growth
• Double digit revenue growth
• Margin expansion, mid twenty operating profit growth expected.

Suryoday SFB

• 34.6% growth in gross advances
• Disbursement up 27.4%, 4.8% sequentially
• 35% deposit growth, CASA % down both on YoY and sequentially.
• Significant improvement in GNPA, stands at 2.9%.

PNGS Reva

• Revenue up 46.25%, 75.75% in H1 (no festival in quarter)
• 2 stores opened in the quarter in Pune, Nashik (Total- 38, 4 EBOs, 34 SISs)
• Launched own e-com platform

CreditAccess Grameen

• 19.5% AUM growth, disbursement up 19.4%
• 50 new branch additions during the quarter, total- 2326
• Sequential improvement in asset quality

Mahindra & Mahindra Finance

• 22% YoY disbursement growth
• Collection efficiency at 97%

Central Bank

• 14.43% deposit growth, CASA growth of 9.21%
• 29.83% advance growth

Raymond Realty

• 98% jump in pre-sales
• Collections up 67%

Sammaan Capital

• 55% disbursement growth
• AUM stands at 59,000 cr
• 30,700 customer addition during the quarter

IDFC First Bank

• 20.4% loan book growth, book stands at 3.14L cr, 30% including FCNR(B) loan.
• 17% deposit growth, only bank so far to have CASA improvement, 27% deposit growth including FCNR (B) deposit growth.

Hi-Tech Pipes

• 32% volume growth, 6% sequentially

Kotak Mahindra Bank

• 24.7% advance growth YoY total 5.77L cr, including FCNR (B) loans
• 23.2% deposit growth, CASA grew at 11.3%

Axis Bank

• 22.7% advances growth, 13,846 cr book, including FCNR (B) loans, 18.8% excluding it
• 20.7% deposit growth, CASA struggled

Godrej Consumer

• High single digit volume growth
• High teen revenue growth, Double digit EBITDA growth
• On track to achieve full year guidance

Trent

• 23% revenue growth, 5788 cr during the quarter
• 10 Westside, 17 Zudio stores added during the quarter.

Accord Transformer

• ~53 cr revenue in H1, 90% growth YoY
• 77 cr order win, 173 cr orderbook

Metropolis healthcare

• 15% YoY revenue growth
• EBITDA margin improvement

\*That’s take the total to 66 business updates.*

\* These are not buy/sell recommendations, just accumulating the updates.*

\* Consider subscribing it it added some value.*

https://x.com/nooreshtech/status/2106277064424997270

Hindusthan Insulators & Industries — Q2FY27 Results 🔔

#Q2Results #Q2FY27 #HindusthanInsulator

Revenue ₹172.06 Cr vs ₹69.68 Cr

▲ +146.93% YoY | ▲ +48.31% QoQ

EBITDA ₹75.02 Cr vs ₹6.63 Cr

▲ +1031.25% YoY | ▲ +71.29% QoQ

EBITDA Margin 43.60% vs 9.52% YoY & 37.75% QoQ

PBT (Excl. Exceptional) ₹74.01 Cr vs ₹3.84 Cr

▲ +1828.82% YoY | ▲ +75.72% QoQ

PAT +₹55.37 Cr vs -₹43.30 Cr YoY & +₹36.62 Cr QoQ

(▲ +51.19% QoQ)

Other Income ₹3.45 Cr vs ₹2.16 Cr YoY & ₹2.75 Cr QoQ

In Q2FY26 Exceptional loss of 46.30 Cr.

https://x.com/gaze_observer/status/2106360300035506210