1) Bharti Airtel Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 18.3% to ₹58,539 Cr · EBITDA ⬆️ 19.6% to ₹33,303 Cr · Margin ⬆️ 56.9% · PAT ⬆️ 34.9% to ₹10,012 Cr
🎙️ RUPIE INSIGHT
Bharti Airtel delivered a blockbuster quarter — revenue crossed ₹58,500 Cr, PAT jumped 35% to ₹10,000 Cr+. ARPU growth and 5G adoption are driving the telecom giant's stellar performance. Margin expansion to 56.9% shows strong operating leverage.
2) Pidilite Industries Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 21.3% to ₹4,552 Cr · EBITDA ⬆️ 26.9% to ₹1,194 Cr · Margin ⬆️ 26.2% · PAT ⬆️ 30.3% to ₹884 Cr
🎙️ RUPIE INSIGHT
Pidilite (Fevicol) delivered a strong quarter with 30% PAT growth. Construction chemicals and adhesives demand remains robust. Margin expansion to 26.2% reflects strong pricing power. A quality play in the specialty chemicals space.
3) Marico Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 22.8% to ₹3,957 Cr · EBITDA ⬆️ 25.0% to ₹819 Cr · Margin ⬆️ 20.7% · PAT ⬆️ 27.1% to ₹652 Cr
🎙️ RUPIE INSIGHT
Marico (Parachute, Saffola) delivered steady growth — 27% PAT rise on 23% revenue growth. The FMCG major is benefiting from rural recovery and premiumization. Margin expansion to 20.7% shows cost discipline.
4) FSN E-Commerce Ventures Ltd. (Nykaa) Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 29.1% to ₹2,782 Cr · EBITDA ⬆️ 67.8% to ₹236 Cr · Margin ⬆️ 8.5% · PAT ⬆️ 225.7% to ₹80 Cr
🎙️ RUPIE INSIGHT
Nykaa's PAT more than tripled! Revenue grew 29%, EBITDA jumped 68%. Margin expansion to 8.5% shows improving operating leverage. The beauty and fashion e-commerce platform is finally hitting profitability stride.
5) Bharti Hexacom Ltd. Standalone
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 10.9% to ₹2,510 Cr · EBITDA ⬆️ 13.9% to ₹1,322 Cr · Margin ⬆️ 52.7% · PAT ⬆️ 23.2% to ₹482 Cr
🎙️ RUPIE INSIGHT
Bharti Hexacom, the Rajasthan telecom circle operator, delivered steady growth. PAT up 23% on 11% revenue growth — operating leverage is working. The telecom sector's tailwinds are benefiting all Bharti group companies.
6) UNO Minda Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 23.8% to ₹5,557 Cr · EBITDA ⬆️ 5.3% to ₹572 Cr · Margin 🔻 10.3% · PAT ⬆️ 2.1% to ₹316 Cr
🎙️ RUPIE INSIGHT
Revenue growth is strong (24%), but profit growth is almost flat — margin squeeze. The auto component sector is facing raw material cost pressures. Watch for margin recovery in coming quarters.
7) Godrej Properties Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 16.5% to ₹506 Cr · EBITDA loss ₹285 Cr · Margin -56.3% · PAT 🔻 41.6% to ₹349 Cr
🎙️ RUPIE INSIGHT
Revenue is up, but PAT is down 42% — a weak quarter. The real estate sector is seasonal. Booking value of ₹8,651 Cr (up 22%) is the silver lining. The stock correction may be a buying opportunity for long-term investors.
8) Kalyan Jewellers India Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 45.7% to ₹10,589 Cr · EBITDA ⬆️ 24.5% to ₹633 Cr · Margin 🔻 6.0% · PAT ⬆️ 32.0% to ₹349 Cr
🎙️ RUPIE INSIGHT
Revenue jumped 46% — gold demand is booming! PAT up 32% is impressive. Margin contraction to 6% is a concern, but the top-line growth story is strong. Kalyan is expanding rapidly.
9) Motherson Sumi Wiring India Ltd. Standalone
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 36.6% to ₹3,407 Cr · EBITDA ⬆️ 5.7% to ₹258 Cr · Margin 🔻 7.6% · PAT ⬆️ 1.5% to ₹145 Cr
🎙️ RUPIE INSIGHT
Revenue growth is strong (37%), but profit is flat — severe margin pressure. The auto wiring harness business is facing input cost inflation. Margins have compressed from 9.8% to 7.6%. Watch for cost pass-through.
10) Zydus Wellness Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 66.9% to ₹1,437 Cr · EBITDA ⬆️ 55.3% to ₹242 Cr · Margin 🔻 16.8% · PAT 🔻 7.0% to ₹119 Cr
🎙️ RUPIE INSIGHT
Revenue jumped 67% (thanks to acquisitions), but PAT is down 7% — integration costs are weighing on profitability. Margin compression from 18.1% to 16.8% is a concern. Watch for synergy benefits.
11) Emami Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 14.9% to ₹1,039 Cr · EBITDA ⬆️ 5.6% to ₹226 Cr · Margin 🔻 21.8% · PAT 🔻 15.5% to ₹139 Cr
🎙️ RUPIE INSIGHT
Revenue is growing, but PAT is down 15% — margin pressure. FMCG companies are facing higher input costs. Emami's iconic brands (BoroPlus, Navratna) have pricing power, but cost inflation is hurting.
12) Castrol India Ltd. Standalone
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 25.0% to ₹1,872 Cr · EBITDA ⬆️ 41.4% to ₹494 Cr · Margin ⬆️ 26.4% · PAT ⬆️ 42.5% to ₹348 Cr
🎙️ RUPIE INSIGHT
Castrol delivered a stellar quarter — 42% PAT growth! Margins expanded from 23.4% to 26.4%. The lubricant business is benefiting from strong auto demand and premium product mix. Quality play in the auto ancillary space.
13) KSB Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 3.6% to ₹691 Cr · EBITDA 🔻 10.7% to ₹82 Cr · Margin 🔻 11.8% · PAT 🔻 18.8% to ₹57 Cr
🎙️ RUPIE INSIGHT
A weak quarter — revenue growth is tepid and PAT fell 19%. The pump and valve business is facing cost pressures. Margin contraction is a concern. Watch for a recovery in the industrial capex cycle.
14) Alembic Pharmaceuticals Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 25.7% to ₹2,150 Cr · EBITDA ⬆️ 18.0% to ₹332 Cr · Margin 🔻 15.4% · PAT ⬆️ 12.2% to ₹172 Cr
🎙️ RUPIE INSIGHT
Steady growth — PAT up 12% on 26% revenue growth. Margin compression from 16.4% to 15.4% is manageable. Alembic's US generic business is recovering. Watch for new approvals.
15) BASF India Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 29.0% to ₹4,824 Cr · EBITDA ⬆️ 125.9% to ₹504 Cr · Margin ⬆️ 10.5% · PAT ⬆️ 137.1% to ₹348 Cr
🎙️ RUPIE INSIGHT
A spectacular turnaround — PAT more than doubled! Margins expanded from 6% to 10.5%. The chemicals business is benefiting from better pricing and volume recovery. Quality play in the specialty chemicals space.
16) Dr. Agarwal's Health Care Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 26.0% to ₹614 Cr · EBITDA ⬆️ 33.2% to ₹170 Cr · Margin ⬆️ 27.8% · PAT ⬆️ 44.4% to ₹55 Cr
🎙️ RUPIE INSIGHT
Eye care is a growing segment. 44% PAT growth is impressive. Margins expanded to 27.8%. Dr. Agarwal's is a quality healthcare play. Watch for network expansion.
17) Happy Forgings Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 27.0% to ₹449 Cr · EBITDA ⬆️ 39.2% to ₹141 Cr · Margin ⬆️ 31.3% · PAT ⬆️ 39.3% to ₹92 Cr
🎙️ RUPIE INSIGHT
Happy Forgings delivered a strong quarter — 39% PAT growth on 27% revenue growth. Margins expanded to 31.3%. The auto forging business is benefiting from strong demand. Quality play in the auto ancillary space.
18) Graphite India Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 26.6% to ₹842 Cr · EBITDA ⬆️ 234.9% to ₹144 Cr · Margin ⬆️ 17.1% · PAT ⬆️ 28.6% to ₹171 Cr
🎙️ RUPIE INSIGHT
A stunning turnaround — EBITDA jumped 235%! The graphite electrode business is recovering strongly. Margins expanded from 6.5% to 17.1%. Graphite India is a quality play in the industrial materials space.
19) Rites Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 8.7% to ₹532 Cr · EBITDA ⬆️ 0.4% to ₹115 Cr · Margin 🔻 21.5% · PAT ⬆️ 7.6% to ₹98 Cr
🎙️ RUPIE INSIGHT
A flat quarter — revenue and PAT grew modestly. The railway consultancy business is steady but not growing fast. Margin contraction is a concern. Rites is a quality PSU but growth is slow.
20) Saregama India Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 27.5% to ₹264 Cr · EBITDA ⬆️ 68.7% to ₹93 Cr · Margin ⬆️ 35.4% · PAT ⬆️ 42.2% to ₹52 Cr
🎙️ RUPIE INSIGHT
Music is a high-margin business — EBITDA margin at 35.4%! PAT up 42% on 27% revenue growth. The music streaming and licensing business is growing. Saregama has a strong catalogue.
21) Alkyl Amines Chemicals Ltd. Standalone
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 30.2% to ₹528 Cr · EBITDA ⬆️ 74.4% to ₹134 Cr · Margin ⬆️ 25.3% · PAT ⬆️ 91.5% to ₹95 Cr
🎙️ RUPIE INSIGHT
A stellar quarter — PAT nearly doubled! Margins expanded from 18.9% to 25.3%. The specialty chemicals business is benefiting from strong demand. Quality play in the chemicals space.
22) Sheela Foam Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 25.6% to ₹1,032 Cr · EBITDA ⬆️ 44.8% to ₹109 Cr · Margin ⬆️ 10.6% · PAT ⬆️ 843.9% to ₹62 Cr
🎙️ RUPIE INSIGHT
PAT jumped 844% — a spectacular turnaround! The foam and mattress business is recovering strongly. Margins expanded from 9.2% to 10.6%. Sheela Foam is a quality play in the consumer durables space.
23) Orkla India Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 10.4% to ₹659 Cr · EBITDA ⬆️ 0.6% to ₹113 Cr · Margin 🔻 17.1% · PAT ⬆️ 11.1% to ₹88 Cr
🎙️ RUPIE INSIGHT
A flat quarter — PAT grew 11% but EBITDA is flat. The MTR brand is steady but not growing fast. Margin contraction is a concern. Watch for new product launches.
24) Safari Industries (India) Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 11.5% to ₹589 Cr · EBITDA 🔻 4.9% to ₹75 Cr · Margin 🔻 12.8% · PAT 🔻 5.3% to ₹48 Cr
🎙️ RUPIE INSIGHT
A weak quarter — revenue grew but PAT fell 5%. The luggage business is facing cost pressures. Margin contraction from 15% to 12.8% is a concern. Watch for demand recovery in travel.
25) Indian Metals & Ferro Alloys Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 49.7% to ₹961 Cr · EBITDA ⬆️ 124.1% to ₹281 Cr · Margin ⬆️ 29.3% · PAT ⬆️ 108.2% to ₹193 Cr
🎙️ RUPIE INSIGHT
PAT more than doubled — a blockbuster quarter! Margins expanded from 19.6% to 29.3%. The ferro alloys business is benefiting from strong metal prices. Quality play in the metals space.
26) Keystone Realtors Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 72.2% to ₹470 Cr · EBITDA ⬆️ 500.0% to ₹82 Cr · Margin ⬆️ 17.5% · PAT ⬆️ 221.5% to ₹52 Cr
🎙️ RUPIE INSIGHT
A spectacular turnaround — PAT more than tripled! EBITDA turned positive. The real estate developer is benefiting from the housing boom. Margins expanded from 5% to 17.5%. Quality play in the real estate space.
27) Greaves Cotton Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 30.7% to ₹974 Cr · EBITDA 🔻 1.1% to ₹56 Cr · Margin 🔻 5.8% · PAT 🔻 70.3% to ₹6 Cr
🎙️ RUPIE INSIGHT
A weak quarter — PAT crashed 70% despite 31% revenue growth. The engineering business is facing severe margin pressure. Margins have contracted from 7.6% to 5.8%. Watch for a turnaround in the EV segment.
28) CE Info Systems Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 14.9% to ₹140 Cr · EBITDA ⬆️ 0.4% to ₹56 Cr · Margin 🔻 40.2% · PAT ⬆️ 8.5% to ₹50 Cr
🎙️ RUPIE INSIGHT
A flat quarter — PAT grew modestly. The GIS and mapping business is steady. Margin contraction from 45.9% to 40.2% is a concern. Watch for new client additions.
29) Dee Development Engineers Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 31.6% to ₹295 Cr · EBITDA ⬆️ 38.4% to ₹50 Cr · Margin ⬆️ 16.9% · PAT ⬆️ 22.9% to ₹16 Cr
🎙️ RUPIE INSIGHT
Steady growth — PAT up 23% on 32% revenue growth. The engineering and piping business is benefiting from infrastructure spending. Quality play in the industrial engineering space.
30) Symphony Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 8.0% to ₹378 Cr · EBITDA ⬆️ 27.8% to ₹46 Cr · Margin ⬆️ 12.2% · PAT 🔻 4.8% to ₹40 Cr
🎙️ RUPIE INSIGHT
Revenue grew, margins expanded, but PAT fell 5% — higher taxes or one-off items. Q1 is a seasonally weak quarter for coolers. The long-term story remains intact.
31) VRL Logistics Ltd. Standalone
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 18.1% to ₹879 Cr · EBITDA ⬆️ 23.1% to ₹187 Cr · Margin ⬆️ 21.2% · PAT ⬆️ 61.0% to ₹81 Cr
🎙️ RUPIE INSIGHT
VRL delivered a strong quarter — PAT up 61%! The logistics business is benefiting from higher freight volumes. Margins expanded to 21.2%. Quality play in the logistics sector.
32) Capillary Technologies India Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 42.6% to ₹257 Cr · EBITDA ⬆️ 126.4% to ₹40 Cr · Margin ⬆️ 15.7% · Net Loss ₹10 Cr (vs profit ₹1 Cr)
🎙️ RUPIE INSIGHT
Revenue is growing strong (43%), but the company slipped into a loss. Higher expenses are weighing on profitability. The SaaS business is growing, but cost control is key. Watch for margin recovery.
33) Styrenix Performance Materials Ltd. Standalone
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 6.5% to ₹768 Cr · EBITDA ⬆️ 136.2% to ₹199 Cr · Margin ⬆️ 25.9% · PAT ⬆️ 150.1% to ₹137 Cr
🎙️ RUPIE INSIGHT
PAT more than doubled — a spectacular quarter! Margins expanded from 11.7% to 25.9%. The specialty chemicals business is benefiting from better pricing. Quality play in the chemicals space.
34) Morepen Laboratories Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 34.1% to ₹570 Cr · EBITDA ⬆️ 240.9% to ₹83 Cr · Margin ⬆️ 14.5% · PAT ⬆️ 393.9% to ₹56 Cr
🎙️ RUPIE INSIGHT
PAT nearly 4x! A stunning turnaround. The pharma business is recovering strongly. Margins expanded from 5.7% to 14.5%. Morepen is a quality play in the healthcare space.
35) Wonderla Holidays Ltd. Standalone
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 44.2% to ₹243 Cr · EBITDA ⬆️ 46.7% to ₹113 Cr · Margin ⬆️ 46.4% · PAT ⬆️ 38.4% to ₹73 Cr
🎙️ RUPIE INSIGHT
Wonderla delivered a strong quarter — PAT up 38% on 44% revenue growth. Margins expanded to 46.4%. The amusement park business is benefiting from strong leisure demand. Quality play in the tourism space.
36) Ajmera Realty & Infra India Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 22.7% to ₹317 Cr · EBITDA ⬆️ 16.8% to ₹91 Cr · Margin 🔻 28.8% · PAT ⬆️ 14.0% to ₹45 Cr
🎙️ RUPIE INSIGHT
Steady growth — PAT up 14% on 23% revenue growth. The real estate developer is benefiting from the housing boom. Margin contraction is a concern. Watch for project launches.
37) Protean e-Gov Technologies Ltd. Consolidated
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 19.1% to ₹251 Cr · EBITDA 🔻 24.4% to ₹12 Cr · Margin 🔻 4.9% · PAT 🔻 75.3% to ₹6 Cr
🎙️ RUPIE INSIGHT
A weak quarter — PAT crashed 75%. The e-governance business is facing execution challenges. Margin compression is severe. Watch for a recovery in the DPI projects pipeline.
38) Ugro Capital Ltd. Standalone
Q1 FY27 vs Q1 FY26: NII 🔻 18.9% to ₹169 Cr · PAT ⬆️ 77.9% to ₹61 Cr · NIM compression due to higher funding costs
🎙️ RUPIE INSIGHT
NII fell 19% due to higher funding costs, but PAT jumped 78% — lower provisions helped. The NBFC is benefiting from improving asset quality. Watch for NIM recovery in coming quarters.
39) Andhra Paper Ltd. Standalone
Q1 FY27 vs Q1 FY26: Revenue ⬆️ 0.1% to ₹394 Cr · EBITDA ⬆️ 45.2% to ₹49 Cr · Margin ⬆️ 12.4% · PAT ⬆️ 42.3% to ₹30 Cr
🎙️ RUPIE INSIGHT
Revenue is flat but PAT grew 42% — margin expansion! The paper business is benefiting from better pricing. Margins expanded from 8.5% to 12.4%. Quality play in the paper sector.
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The above views are of the author and not of the website. This report is for informational and educational purposes only and does NOT constitute investment advice, a research report, or a solicitation to buy/sell securities. The author/publisher is NOT a SEBI-registered Research Analyst.
Stock markets carry risk. Past performance is not indicative of future results. Readers are strongly advised to consult a SEBI-registered investment adviser before making any financial decisions.
📞 SEBI SCORES Helpline: 1800 266 7575 | sebi.gov.in
The above views are of the author and not of the website. This report is for informational and educational purposes only and does NOT constitute investment advice, a research report, or a solicitation to buy/sell securities. The author/publisher is NOT a SEBI-registered Research Analyst.
Stock markets carry risk. Past performance is not indicative of future results. Readers are strongly advised to consult a SEBI-registered investment adviser before making any financial decisions.
📞 SEBI SCORES Helpline: 1800 266 7575 | sebi.gov.in
