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, 5:45 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 |
|---|---|---|---|---|---|
| ARSSBL Anand Rathi Share and Stock Brokers Limited Financial Services · Small | Sept 2026 21 Oct 2026 Transcript verified | Excellent 77/100 | Optimistic outlook Broadly unchanged Guidance maintained | Anand Rathi Share and Stock Brokers Limited delivered a robust financial performance in Q2 FY27, reporting strong year-on-year growth in revenue and PAT supported by expansion in the Margin Trading Facility (MTF) and distribution businesses, despite a turbulent secondary market. Evidence summary ready | |
| DBCORP D.B.Corp Limited Media · Small | Sept 2026 21 Oct 2026 Transcript verified | Bad 0/100 | Optimistic outlook Broadly unchanged Guidance maintained | D.B. Corp reported a decline in Q2 FY27 revenue and PAT due to the festive season (Navaratra) shifting into Q3 and temporary headwinds such as panchayat election codes of conduct, though underlying advertising and EBITDA registered positive single-digit growth on a like-to-like basis. Evidence summary ready | |
| SGFIN SG Finserve Limited Financial Services · Small | Sep 2026 21 Oct 2026 Transcript verified | Excellent 80/100 | Cautious outlook No comparable prior call New guidance | SG Finserve delivered strong Q2 FY27 results with record PAT and loan book growth, but management plans to increase leverage to 4x and targets 30‑35% AUM growth YoY, introducing execution and capital‑raising considerations. Evidence summary ready | |
| HDFCAMC HDFC Asset Management Company Limited Financial Services · Large | Sept 2026 21 Oct 2026 Transcript verified | Good 55/100 | Optimistic outlook Broadly unchanged No measurable guidance | HDFC Asset Management delivered solid revenue growth and maintained high profitability, while highlighting continued expansion of SIP inflows, alternative platform launches, and disciplined cost management; however, guidance on future revenue mix and margins remains limited. Evidence summary ready | |
| BAJAJCON Bajaj Consumer Care Limited Consumer · Small | Sept 2026 21 Oct 2026 Transcript verified | Excellent 90/100 | Optimistic outlook Broadly unchanged No measurable guidance | Bajaj Consumer Care delivered a resilient performance in Q2 FY27 amid raw material volatility, reporting double-digit unit volume growth in its core Almond Drops franchise and maintaining strong EBITDA and PAT margins through fixed cost efficiencies. Evidence summary ready | |
| LOTUSDEV Sri Lotus Developers and Realty Limited Real Estate · Micro | Sept 2026 19 Oct 2026 Transcript verified | Excellent 100/100 | Optimistic outlook Broadly unchanged New guidance | Sri Lotus delivered strong revenue and profit growth in Q2 FY27, with robust pre‑sales and expanding margins, while management signals confidence in H2 launches and FY27 targets, albeit with execution and pricing risks. Evidence summary ready | |
| HERITGFOOD Heritage Foods Limited FMCG · Micro | Sept 2026 19 Oct 2026 Transcript verified | Bad 0/100 | Cautious outlook Broadly unchanged No measurable guidance | Heritage Foods posted solid top-line growth but margin pressure from higher milk procurement costs led to a 39.5% YoY decline in PAT, while EBITDA margin improved sequentially. Evidence summary ready | |
| POLYCAB Polycab India Limited Industrials · Mid | Sept 2026 19 Oct 2026 Transcript verified | Good 72/100 | Neutral outlook Broadly unchanged Guidance maintained | Polycab delivered record revenue and profit growth in Q2 FY27, driven by strong demand across wires & cables and FMEG segments, while management reiterated an unchanged outlook despite macro‑headwinds and noted exposure to commodity and logistics risks. Evidence summary ready | |
| ICICIGI ICICI Lombard General Insurance Company Limited Financial Services · Mid | Sept 2026 19 Oct 2026 Transcript filed | Result pending No matching current-quarter result row | Outlook pending No comparable prior call Guidance pending | The available source has not produced sufficient structured evidence. Summary pending | |
| TATATECH Tata Technologies Limited IT · Small | Sep 2026 19 Oct 2026 Transcript verified | Average 32/100 | Optimistic outlook No comparable prior call No measurable guidance | Tata Technologies delivered solid revenue growth and maintained operating margin despite salary headwinds, but sequential PAT declined and technology solutions revenue fell due to accounting changes. Evidence summary ready | |
| NOVARTIND Novartis India Limited Pharma · Small | Sep 2026 19 Oct 2026 Transcript filed | Result pending No matching current-quarter result row | Outlook pending No comparable prior call Guidance pending | The available source has not produced sufficient structured evidence. Summary pending | |
| HTEL Hy-Tech Engineers Limited Industrials · Micro | Sep 2026 19 Oct 2026 Transcript filed | Result pending No matching current-quarter result row | Outlook pending No comparable prior call Guidance pending | The available source has not produced sufficient structured evidence. Summary pending | |
| SHANKESH Shankesh Jewellers Limited Consumer · Micro | Sep 2026 19 Oct 2026 Transcript filed | Result pending No matching current-quarter result row | Outlook pending No comparable prior call Guidance pending | The available source has not produced sufficient structured evidence. Summary pending | |
| PARKHOTELS Apeejay Surrendra Park Hotels Limited Consumer · Small | Sep 2026 19 Oct 2026 Transcript filed | Result pending No matching current-quarter result row | Outlook pending No comparable prior call Guidance pending | The available source has not produced sufficient structured evidence. Summary pending | |
| GAJA Gaja Alternative Asset Management Limited Financial Services · Micro | Sep 2026 19 Oct 2026 Transcript filed | Result pending No matching current-quarter result row | Outlook pending No comparable prior call Guidance pending | The available source has not produced sufficient structured evidence. Summary pending | |
| ANANDRATHI Anand Rathi Wealth Limited Financial Services · Small | Sep 2026 16 Oct 2026 Transcript verified | Bad 2/100 | Optimistic outlook No comparable prior call Guidance maintained | Anand Rathi Wealth delivered a strong Q2 and H1 FY27, reporting consistent year-on-year growth in PAT and revenue, despite a challenging market environment. The company achieved record net flows and client acquisitions, maintaining low attrition rates. Management expressed optimism about future growth, reaffirming full-year guidance for revenue and PAT, and outlined strategic initiatives including the upcoming mutual fund license application and operationalization of GIFT Cit Evidence summary ready | |
| CRAMC Canara Robeco Asset Management Company Limited Financial Services · Micro | Sep 2026 15 Oct 2026 Transcript filed | Average 47/100 | Outlook pending No comparable prior call Guidance pending | The available source has not produced sufficient structured evidence. Summary pending | |
| KMEW Knowledge Marine & Engineering Works Limited Industrials · Small | Sep 2026 10 Oct 2026 Transcript filed | Result pending No matching current-quarter result row | Outlook pending No comparable prior call Guidance pending | The available source has not produced sufficient structured evidence. Summary pending | |
| SOLEX Solex Energy Limited Power · Small | Sept 2026 8 Oct 2026 Transcript filed | Result pending No matching current-quarter result row | Outlook pending No comparable prior call Guidance pending | The available source has not produced sufficient structured evidence. Summary pending | |
| METROBRAND Metro Brands Limited Consumer · Small | Sept 2026 5 Oct 2026 Transcript verified | Good 55/100 | Optimistic outlook Broadly unchanged No measurable guidance | Metro Brands Limited reported steady operational performance for FY25-26, crossing the 1,000-store milestone and posting double-digit revenue and PAT growth, though shareholders raised concerns regarding a decline in revenue per square foot and return on capital employed. Evidence summary ready | |
| ALLCARGO Allcargo Logistics Limited Services · Small | Sept 2026 3 Oct 2026 Transcript filed | Result pending No matching current-quarter result row | Outlook pending No comparable prior call Guidance pending | The available source has not produced sufficient structured evidence. Summary pending |