Q1 FY27 Portfolio Tracker

Record bookings and strong margin expansion made this one of the stronger IT prints of the season — a clean contrast to Infosys's guidance cut the same season.

A dependable, unspectacular quarter — nothing dramatic in either direction, which in a season with wide swings (Infosys miss, HCLTech beat, Tech Mahindra's mixed print) is itself a mildly reassuring signal of consistency.

A clean double-digit growth quarter, continuing the recovery narrative. Detailed revenue and margin figures weren't independently confirmed at time of writing — only the headline PAT growth was consistently reported.

Both AUM growth and profitability moved together this quarter — market share held steady at 11.2% while active equity share improved. A clean, well-rounded print.

Revenue beat, profit missed — an unusual split. Management called it the strongest revenue growth since CEO Mohit Joshi's turnaround began, with manufacturing and financial services leading. Worth watching if margin catches up to the revenue momentum next quarter.

Record quarter on both revenue and profit, with FMEG emerging as a genuine growth engine alongside the core wires & cables business. Slight EBITDA margin contraction is the only blemish — worth watching if input costs are the cause.

Revenue hitting a historic milestone alongside a sharp profit decline is the story worth flagging clearly to your community — headline revenue growth alone would badly mislead here. Worth digging into O2C margins and one-off items before drawing conclusions on the "why."

Growth was positive but slow — the record-low NIM is the number to watch, a multi-quarter trend tied to the loan book mix shifting post-HDFC merger. Not a weak quarter, but not the double-digit growth investors have historically expected from India's largest private lender.

A clean quarter across every metric — double-digit NII growth, sharply lower provisions, and improving asset quality all pointing the same direction. Consolidated PAT (₹15,440cr, +13.9%) tells a similar story to standalone.

Sharply lower provisions did most of the heavy lifting on the headline number, while core operating profit growth (+10%) shows genuine underlying strength. NIM at a "cycle bottom" per management is worth watching — implies stabilization, not further compression, from here.

Headline growth numbers here are inflated by a change in consolidation scope (BAIHAG acquisition), not pure organic performance — the company explicitly said so in its own filing. Treat the YoY/QoQ percentages with real caution rather than reading them as an operating "beat."

The cleanest and strongest of the two-wheeler prints this season — no accounting caveats, just genuine operating leverage. Worth comparing directly against Bajaj Auto's panel to see the contrast in comparability.

A bank still working through a rough patch, but this quarter shows a clear turn: lower provisions, improving asset quality, and a low base from last year all working in its favour. Advances still declining YoY is the one blemish.

The standout quarter of this entire batch — a single large license agreement with a global bank drove most of the beat, so the sustainability of this growth rate into future quarters is the key question, not this quarter's number itself.

Even the most bullish pre-results estimate (+34% YoY PAT) undershot the actual +48%. Stock hit a fresh high, up 3–4% on the day.

Company itself calls this a "record performance" — profit growth comfortably outpacing revenue growth points to strong operating leverage and margin recovery after a period of Chinese pricing pressure.

A clear miss — both revenue and profit down, margins compressed by a semaglutide-API inventory provision. The North America decline is the number to watch into next quarter.

A clear miss on both lines — the guidance cut matters more than the quarter itself. Ashiss Kumar Dash was named CEO Designate the same day, succeeding Salil Parekh from April 2027 — a leadership transition landing right as guidance gets trimmed.

Solid deal pipeline and revenue growth, but exact absolute PAT/revenue crore figures weren't independently confirmed at filing time — the company's own release led with percentages and margins. CEO guided for further sequential acceleration in Q2 FY27.

Elevated fuel costs and Middle East network constraints crushed margins even as revenue and yield both grew. Management guided Q2 FY27 capacity to stay roughly flat YoY.

EBITDA growing faster than revenue is the combination investors like — a clean, margin-expanding quarter with a real (if modest) beat against street estimates.

Best-ever quarterly profit per management, and the numbers back it up — revenue, EBITDA margin, collections, and balance sheet discipline all moved together. One of the cleanest beats across this entire watchlist.

Strong YoY growth is largely an acquisition story (Encora), not pure organic momentum — worth reading the revenue growth with that lens. The QoQ decline in profit is the more organic signal, and it's negative. Healthcare and insurance verticals led growth.

A clean beat against analyst estimates — price hikes did the heavy lifting on margins, while volume growth confirms demand held up despite the higher prices. Stock hit its highest level since January on the print.

The headline loss is real, but it's entirely explained by a known, disclosed, one-time regulatory settlement — not a sign of operating weakness. In fact, EBITDA hit a record high with 49% YoY growth. Worth reading this as a strong operating quarter wrapped in a one-off accounting hit, not a genuine miss.

A genuine beat on numbers, with international ports posting a record quarter — but the stock falling anyway on a day the broader market rallied is worth flagging. Valuation (the stock was ~38% above its 52-week low heading in) likely mattered more than the print itself.

Momentum from a record FY26 carried straight into Q1 FY27 — both business lines (Royal Enfield and VECV) hit record sales simultaneously, a genuinely broad-based strong quarter, not just one segment carrying the other.

Strong YoY optics but a clear sequential slowdown — QoQ profit and revenue both declined, a cooldown after a record FY26. Watch for management commentary on silver/copper input cost inflation and the Nagpur ingot/wafer plant ramp-up at the earnings call (July 30) for context on whether this is a blip or a trend.