Concall Intelligence

Emmvee delivered strong Q2 FY27 results with double‑digit revenue and profit growth, maintained high margins, and indicated that its expansion projects are on schedule, but future finance costs will rise post‑commissioning.

Karur Vysya Bank delivered strong revenue and profit growth in Q2 FY26-27, with business expansion and robust CASA inflows, while maintaining NIM above guidance; management signals cautious but optimistic outlook for FY26-27 growth of 18-20% and highlights competitive pressure on margins.

Canara Bank delivered a strong Q2 FY27, significantly surpassing most of its annual guidance targets across business growth, advances, deposits, asset quality, and profitability. While treasury operations faced headwinds, robust Net Interest Income growth compensated for the losses. Management remains optimistic about sustaining performance and managing the anticipated one-time ECL provisioning impact over the next few years.

Fedbank Financial Services Limited (Fedfina) reported strong performance for Q2 FY27 with AUM expanding 36.6% YoY to Rs 22,035 Cr, disbursements reaching Rs 6,676 Cr, and PAT growing 63.1% YoY to Rs 130.8 Cr. Asset quality remained stable with Gross Stage III at 1.8% and Net Stage III at 1.2%, backed by a healthy return profile (RoA of 2.8% and RoE of 17.0%).

Centum Electronics delivered a steady Q1 FY27 performance with stand-alone revenue growing 11% YoY to INR205 crores and stand-alone order book expanding 31% YoY to INR1,800 crores. The quarter was marked by the successful completion and deconsolidation of overseas subsidiaries, eliminating future liabilities and sharpening focus on the core India ESDM platform, despite some near-term margin mutedness due to project phasing in the BTS segment.