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, 7:41 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 |
|---|---|---|---|---|---|
| 360ONE 360 ONE WAM LIMITED Financial Services · Mid | Sept 2026 21 Oct 2026 Transcript verified | Bad 0/100 | Cautious outlook Broadly unchanged No measurable guidance | Quarterly results showed modest revenue growth and a decline in profit, while management highlighted strong AUM growth, improved ARR retention, and long‑term profitability targets, but flagged margin pressure from higher costs and reliance on UBS flow execution. Evidence summary ready | |
| 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 | |
| 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 | |
| TATAELXSI Tata Elxsi Limited IT · Mid | Sept 2026 19 Oct 2026 Transcript verified | Average 45/100 | Optimistic outlook No comparable prior call No measurable guidance | Tata Elxsi reported Q2 FY27 operating revenue of INR 1055.7 crores (up 2.3% QoQ in constant currency) and an EBITDA margin of 21.9%, absorbing annual wage hikes through operational leverage and realization of one-offs. While US and India markets performed well, Europe remains soft and sluggish, particularly in automotive. Management expects an upward margin trajectory and better second-half performance compared to the first half. Evidence summary ready | |
| KARURVYSYA Karur Vysya Bank Limited Financial Services · Small | Sep 2026 19 Oct 2026 Transcript verified | Excellent 75/100 | Optimistic outlook No comparable prior call Guidance maintained | 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. Evidence summary ready | |
| LICHSGFIN LIC Housing Finance Limited Financial Services · Mid | Sept 2026 1 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 |