APOLLOTYREAPOLLO TYRES LTD.
Volume Growth and Margin Normalization in Focus
tyres · volume · margins
Research Reports
03 Aug 2026
EMCUREEmcure Pharmaceuticals Ltd
Margin Play on Biologics — Emcure Q1 FY27 in Focus
biosimilars · margin expansion · Gennova
OILOIL INDIA LTD.
Oil India Q1 FY-27: Energy Transition Under Construction; Watch Production Ramp & Margin Squeeze
crude oil · production · refining margins
DELHIVERYDelhivery Ltd
Electrification Ramp, Margins on Watch — Delhivery's Q1 FY27 Print
logistics · courier · electrification
LUPINLUPIN LTD.
Growth off a modest base, catalyzed by US product momentum
revenue growth · US FDA approvals · margin trajectory
PREMIERENEPremier Energies Ltd
Manufacturing Ramp Meets Orders: Can Margins Hold as Capacity Doubles?
solar manufacturing · capacity expansion · order book
PFCPOWER FINANCE CORPORATION LTD.
PFC Q1 FY27: Merger Tailwinds & Capital for Transmission Growth
REC merger · transmission infrastructure · capital raising
MOTHERSONSamvardhana Motherson International Ltd
Yutaka Giken closed; margins under pressure — test the turn
Yutaka Giken acquisition · EV transition · margin compression
TRENTTRENT LTD.
Store Growth Outpacing Productivity — Can Trent Reset Margins at Scale?
retail expansion · store productivity · Zudio growth
HEROMOTOCOHERO MOTOCORP LTD.
Dispatches Surge, Now Watch Margins & EV Plays
dispatches growth · margin recovery · VIDA EV
HINDALCOHINDALCO INDUSTRIES LTD.
Hindalco Q1 FY27: Commodity backdrop & Novelis margin recovery
aluminium · novelis · commodities
GODREJCPGODREJ CONSUMER PRODUCTS LTD.
High-Teens Growth on Track; Watch Margin Recovery Pace
GCPL · FMCG · revenue growth
BRITANNIABRITANNIA INDUSTRIES LTD.
Can Britannia sustain volume in Q1 amid input-cost recalibration?
volume growth · margin pressure · input costs
TITANTitan Company Limited
Titan's retail blitz — can 41% growth hold through earnings?
retail expansion · consumer growth · jewellery
LICILife Insurance Corporation of India
New Business Momentum & Margin Resilience on the Line
LIC · insurance · Q1 FY27
SBINSTATE BANK OF INDIA
SBI Q1: NIM Pressure Offset by Robust Credit Growth & Capital Raises
net interest margin · loan growth · deposit competition
02 Aug 2026
MENONBEMENON BEARINGS LTD.-$
Record PAT, Unchanged Guidance: Inside Menon's +67% Beat
earnings beat · margin tailwinds · guidance conservatism
MENONBEMENON BEARINGS LTD.-$
Strong beat on PAT growth; margins resilient despite inflation headwinds
China Plus One · export expansion · capacity utilization
TATVATatva Chintan Pharma Chem Ltd
Revenue beat, margin miss, semiconductor qualified—hold pending margin recovery
EBITDA margin · semiconductor qualification · cost inflation
TATVATatva Chintan Pharma Chem Ltd
Record growth masks margin miss; semiconductor, new molecules unlock multi-year upside
semiconductor qualification · Euro 7 tailwind · pharma commercialization
AYEAYE
Strong Metrics Mask Fee Drains; Guidance Held as Management Signals Caution Ahead
micro-MSME lending · NIM beat guidance · opex miss
REFEXRefex Industries Limited
Refex Industries Q1FY27: consolidated PAT surges 217% YoY to ₹64.6 Cr, softer QoQ
ash coal handling · windpower order book · segment margin
AYEAYE
Strong Q1 masks opex drag; guards long-term 28% CAGR thesis
asset quality improving · credit cost normalizing · NIM beat guidance
NETWEBNetweb Technologies India Ltd
Netweb Q1 FY27: Standalone Revenue Up 172%, PAT Up 180% YoY on AI Systems Boom
ai infrastructure · hpc servers · sovereign ai
HFCLHFCL Ltd
Record Profit & Doubled Guidance — But Can Margins Hold?
optical-fiber · data-center · defense
COFORGECoforge Ltd
Coforge Q1 FY27: Consolidated PAT +110% YoY (adjusted) on Encora, margins flat, QoQ dips
it services · encora acquisition · inorganic growth
HFCLHFCL Ltd
Breakout quarter with 40% FY27 growth target; margin sustainability key
data-center-demand · optical-connectivity · 40-percent-growth
TURTLEMINTTurtlemint Fintech Solutions Ltd
Turtlemint posts maiden consolidated profit in Q4 FY26; PAT ₹3.1 Cr, revenue +42% YoY
insurance broking · fintech ipo · consolidated turnaround
CORDELIAWaterways Leisure Tourism Ltd
Strong voyages ahead, fuel headwind temporary
fleet expansion · capacity leverage · fuel normalization
HEGHEG LTD.
The Q1 Margin Beat: Old Inventory, Unproven Pricing
graphite electrodes · EAF demand · pricing power