Concall Intelligence
Follow the Sept 2026 quarter results season by comparing what companies reported with what management said next. Search official call evidence, measurable guidance, changing outlook, operating risks, and prior commitments without treating commentary as a trading recommendation.
Management evidence
Generated 22 Oct, 11:26 am IST · click a summary to inspect source-linked evidence for this results quarter.
| Company | Call and sources | Reported result | Management outlook | Evidence-led conclusion | Review |
|---|---|---|---|---|---|
| ABSLAMC Aditya Birla Sun Life AMC Limited Financial Services · Large | Sept 2026 21 Oct 2026 Preliminary brief | Bad 0/100 | Neutral outlook No comparable prior call No measurable guidance | The core mutual fund QAAUM grew 4% YoY and equity QAAUM expanded 9% YoY, supported by steady SIP additions. However, PAT declined YoY due to lower other income and higher employee expenses, while alternate assets scaled via mandates. Evidence summary ready | |
| LTTS L&T Technology Services Limited IT · Large | Sept 2026 19 Oct 2026 Preliminary brief | Good 70/100 | Optimistic outlook No comparable prior call No measurable guidance | The operating thesis remains intact driven by solid sequential constant currency growth, large deal TCV wins exceeding USD 200 million (with AI-led deals over 50%), and expansion in EBIT margins to 16.3%, achieving mid-16% aspirations ahead of schedule. Evidence summary ready | |
| TCS Tata Consultancy Services Limited IT · Large | Oct 2026 19 Oct 2026 Transcript verified | Average 32/100 | Optimistic outlook No comparable prior call No measurable guidance | TCS sustained growth momentum in Q2FY27, reporting 1.3% sequential revenue growth (0.5% in constant currency) and 11.2% YoY revenue growth (2.8% in constant currency). Operating margins remained stable at 24%. The company's order book was healthy at US$9.6 billion, and annualized AI revenue crossed US$3.1 billion, representing over 10% of total revenue. While management expressed confidence in medium-term growth driven by a strong pipeline and increasing AI adoption, they ack Evidence summary ready | |
| WIPRO Wipro Limited IT · Large | Sept 2026 16 Oct 2026 Transcript verified | Bad 5/100 | Cautious outlook No comparable prior call No measurable guidance | Wipro delivered flat‑sequential revenue with modest margin expansion, highlighted growing AI‑related wins and sector‑specific momentum, but flagged a soft demand backdrop, US healthcare policy headwinds and seasonal furloughs that constrain Q3 outlook. Evidence summary ready | |
| STLTECH Sterlite Technologies Limited Telecom · Micro | Sep 2026 10 Oct 2026 Transcript verified | Result pending No matching current-quarter result row | Optimistic outlook No comparable prior call New guidance | Sterlite Technologies Limited held an investor and analyst meeting on September 3, 2026, announcing its strategic growth roadmap titled 'Lakshya' targeting INR 20,000 crore revenue and over 27% EBITDA margin by FY29. The management highlighted the structural shift from connecting people via traditional telecom to connecting intelligence and compute inside AI data centers, supported by an open order book of over $2 billion and planned annual capital expenditure of approximatel Evidence summary ready |