GMR Airports Q2 FY27 results - Profit up YoY, down QoQ, flat traffic Gross Income: ₹41.9 billion (+12% YoY, +3% QoQ) EBITDA: ₹15.7 billion (+2% YoY, flat QoQ) PAT: ₹654 million vs ₹351 million in Q2 FY26 • Passenger traffic at 28.0 million, up just 0.6% YoY • Aero yield per pax rose 6% YoY to ₹497 • EBITDA margin at 49%, down 4% YoY • PAT fell sequentially from ₹1,480 million in Q1 FY27 • Vizag (Bhogapuram) airport began commercial operations on 17 Aug Outlook: Management expects traffic seasonality to provide a sequential uptick in H2 FY27. Disc: Not a buy / sell recommendation. #GMRAIRPORT #Q2FY27 #Results

Sasken Technologies Q2 FY27 results - Profit up 2.4x YoY, margin expansion, revenue dips QoQ Revenue: ₹3,209.51 million (+25.6% YoY, -5.4% QoQ) EBITDA: ₹412.70 million (+175.1% YoY, +27.0% QoQ) PAT: ₹255.94 million (+143.8% YoY, +8.8% QoQ) • Software Services grew 34.0% YoY and 14.6% QoQ • Product Solutions fell 42.0% QoQ on memory-supply tightness • EBITDA margin expanded to 12.9%, up 328 bps QoQ • Order bookings at $47.3 million, up 66% YoY • Active clients rose to 101, top-5 concentration down to 49% Outlook: Management says FY27 has begun with encouraging momentum across ODM and Software Services. Disc: Not a buy / sell recommendation. #SASKEN #Q2FY27 #Results

ACME Solar Holdings Q2 FY27 results - Profit more than doubles, BESS scale-up, targets raised Revenue: ₹1,007 crore (+67.5% YoY) EBITDA: ₹874 crore (+63.6% YoY) PAT: ₹269 crore (+133.5% YoY) • BESS and renewable capacity additions drove the revenue growth • ~2.1 GWh BESS commissioned in quarter till date, total ~5.2 GWh • EBITDA margin eased to 86.7% from 88.8% a year ago • Generation rose 19.6% to 1,840 MUs, CUF improved to 27.8% • CRISIL outlook upgraded to AA-/Positive, ~₹9,100 crore debt tied up Outlook: Management raised FY27 BESS commissioning target to 12+ GWh and 2030 RE target to 15 GW. Disc: Not a buy / sell recommendation. #ACMESOLAR #Q2FY27 #Results

RR Kabel Q2 FY27 results - Revenue up 52%, record H1, FMEG losses narrow Revenue: ₹3,284 crore (+52% YoY, +4% QoQ) EBITDA: ₹286.2 crore (+63% YoY, flat QoQ) PAT: ₹180.6 crore (+55% YoY, -12% QoQ) • Operating EBITDA margin at 8.7%, up 58 bps YoY • Wires & Cables H1 revenue up 55% on volumes and realizations • FMEG H1 segment loss margin narrowed to 2.2% from 4.5% • Profit dipped sequentially as margin eased from Q1's 9.0% • Record half-yearly revenue, operating EBITDA and PAT Outlook: Management targets full-year FMEG operating breakeven in FY27. Disc: Not a buy / sell recommendation. #RRKABEL #Q2FY27 #Results

Hero MotoCorp Q2 FY27 results - Revenue up 23%, one-off gain lifts PAT Revenue: ₹14,971 crore (+23% YoY) EBITDA (standalone): ₹1,968 crore (+8% YoY), margin 13.4% PAT: ₹1,861 crore (+41% YoY) • Volumes rose 10% YoY to 18.68 lakh units • PAT includes ₹397 crore gain from associate equity consolidation • Standalone PAT grew only 5% amid commodity headwinds • Scooter portfolio jumped 47% to 2.40 lakh units • VIDA retail grew 76% YoY to 66,531 units Outlook: Management aims to sustain momentum and drive profitable growth. Disc: Not a buy / sell recommendation. #HEROMOTOCO #Q2FY27 #Results

Sundram Fasteners Q2 FY27 results - Revenue up 30%, exports surge, PAT lags Revenue: ₹1,984.50 crore (+30% YoY) PAT: ₹172.63 crore (+13% YoY) • Standalone exports jumped 57% to ₹530.95 crore • Standalone domestic sales rose 23% on favourable customer demand • Raw material price rises kept profit growth below revenue growth • H1 capex at ₹281.01 crore, in line with FY27 plan • New investments target non-auto, EV and hybrid segments Disc: Not a buy / sell recommendation. #SUNDRMFAST #Q2FY27 #Results

Meesho Limited Q2 FY27 concall - Logistics-led margin jump, losses narrow 📊 Quarterly Performance • Revenue up 34% YoY to ₹4,132cr. • Net loss narrowed to ₹132cr from ₹411cr a year ago. • Contribution margin reached 6%, driven mainly by logistics efficiencies. 🚚 Logistics & Demand • Deliveries 15% faster on denser network, redesign and better address accuracy. • Return-to-origin rates improved on a higher share of prepaid orders. • Festive season beat expectations. Adjusted for timing shift, growth was over 30% YoY. ⚖️ Watchpoints • 6% margin not sustainable. Gains will be passed on through lower prices. • Server costs elevated on early GPU buying. Seen normalising as % of NMV by Q4 FY27. • Seller supply chains hit by volatile crude prices. Consumer demand still robust. 🎯 Guidance & Outlook • Long-term guidance of about 25% NMV CAGR through FY31 maintained. • FY27 contribution margin expected to be substantially better than FY26. 🔗 Link to full concall in thread for reference. Disc: This is not a buy or sell recommendation. Shared for educational and informational purposes only. #MEESHO #Q2FY27 #Concall

Shree Refrigerations H1 FY27 Results - Revenue ₹9,415.01 Lakhs (+85.62% YoY) - Net Profit ₹688.90 Lakhs (+338.93% YoY)

Adani Enterprises Limited Q2 FY27 concall - Record H1 EBITDA, data centre wins 📊 H1 Performance • H1 total income up 62% YoY to ₹71,569cr. • H1 EBITDA up 56% YoY to a record ₹11,958cr. • H1 PBT up 45% YoY to ₹3,297cr. CARE upgraded the rating to AAA stable. 🚀 Growth Engines • Airports Q2 EBITDA up 55% YoY to ₹1,641cr. Non-aero revenue up 57%. • Data centres signed a 240 MW hyperscale deal. Contracted capacity now over 1.2 GW. • Solar module capacity reached 10 GW. Q2 domestic module sales up 35% to 1,478 MW. ⚖️ Watchpoints • Copper margins are seen at 4–6% long term, below recent quarters. • Q2 non-aero included a one-off hangar sale. New toll roads are ramping slower than planned. 🎯 Guidance & Outlook • Capex to run at ₹35,000–40,000cr a year, led by airports, data centres and PVC. • Data centre capacity to reach 120–150 MW by FY27 end and about 500 MW in 18 months. • Navi Mumbai airport to hit its full 20 million passenger capacity by FY28 end. 🔗 Link to full concall in thread for reference. Disc: This is not a buy or sell recommendation. Shared for educational and informational purposes only. #ADANIENT #Q2FY27 #Concall

KPIT Technologies Limited Q2 FY27 concall - Flat quarter, client cuts weigh 📊 Quarterly Performance • Revenue up 6.5% YoY in rupees. CC growth was 0.5% QoQ and 0.2% YoY. • EBITDA margin at 17.8% vs 17.2% last quarter, helped by higher product mix. • Product revenue up 25% YoY and 5% QoQ. Services revenue stayed flat. 🚀 Growth Drivers • Commercial and off-highway vehicle revenue up 27% YoY and 17.6% QoQ. • AI-first solutions now about 9% of revenue. Fixed-price projects rose to about 70%. • Adding new verticals in energy tech and deep tech. ⚖️ Watchpoints • Passenger car revenue down 7% YoY and 4% QoQ. • Cuts at two top clients hit about 13% of revenue. Decline seen for a couple more quarters. • DSO rose to 53 days from 51. Cash fell on dividend and acquisition payouts. 🎯 Maintained Guidance & Outlook • H2 expected to be better than H1, with growth in Q4. • Margins to improve each quarter, returning to 20–21% by early next year. 🔗 Link to full concall in thread for reference. Disc: This is not a buy or sell recommendation. Shared for educational and informational purposes only. #KPITTECH #Q2FY27 #Concall