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 5 Nov, 6:53 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 |
|---|---|---|---|---|---|
| RRKABEL R R Kabel Limited Industrials · Large | Sep 2026 4 Nov 2026 Transcript verified | Excellent 85/100 | Optimistic outlook No comparable prior call Guidance reduced | R R Kabel reported strong H1 FY27 consolidated revenue growth of 53% YoY and PAT growth of 87% YoY, driven by strong performance in wires and cables, though Q2 saw some moderation with QoQ PAT decline and a marginal downward revision in full-year volume guidance to 14-15%. Evidence summary ready | |
| VAIBHAVGBL Vaibhav Global Limited Consumer · Micro | Sept 2026 3 Nov 2026 Transcript verified | Bad 0/100 | Optimistic outlook No comparable prior call Guidance reduced | Vaibhav Global Limited reported a mixed Q2 FY27 with revenue growing 7.0% YoY to INR938.4 crores supported by a weaker rupee, while PAT declined 13.1% YoY to INR41.7 crores. The quarter was impacted by significant transitional costs, including the migration of retail websites to Shopify Enterprise and the consolidation of U.K. operations into a single headquarters. Management lowered the full-year FY27 revenue growth guidance to 7-9% from 9-11% and expects EBITDA margin to be Evidence summary ready | |
| SMCGLOBAL SMC Global Securities Limited Financial Services · Small | Sept 2026 3 Nov 2026 Transcript verified | Good 57/100 | Optimistic outlook No comparable prior call Guidance reduced | SMC Global Securities reported consolidated operational income of Rs. 532.5 crore and PAT of Rs. 28.2 crore for Q2 FY27, backed by strong 21% YoY revenue growth but experiencing sequential profit moderation due to regulatory transitions in F&O closing auction sessions and subdued arbitrage strategies. Evidence summary ready | |
| JSL Jindal Stainless Limited Metals · Large | Sept 2026 28 Oct 2026 Transcript verified | Average 52/100 | Optimistic outlook No comparable prior call Guidance reduced | Jindal Stainless Limited reported a strong recovery in Q2 FY27 from Q1 disruptions, registering double-digit sequential growth in revenue, EBITDA, and PAT, alongside steady operational resilience and value-added product focus. Evidence summary ready |