Concall Intelligence

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.

Bajaj Finance Limited reported a strong performance for Q2 FY27 with a 26% YoY growth in AUM to ₹584,624 crore, supported by healthy profitability, improved asset quality metrics, and aggressive FINAI transformation initiatives, alongside a board-approved capital raising plan.

Metropolis Healthcare reported robust strategic positioning during its Investor and Analyst Meet, highlighting strong volume-led growth across B2C and B2B channels, expansion in tier-2/tier-3 towns, and margin expansion levers driven by specialty testing, genomics, and network productivity.

RACL Geartech reported robust Q1 FY27 financial performance with consolidated revenue growing 22% YoY to Rs. 132.6 crores and EBITDA expanding 18% YoY to Rs. 32.2 crores, backed by strong execution in domestic markets and resilience in European exports, particularly KTM.

Crompton delivered a strong Q2 FY27 performance with consolidated revenue growing 18.2% YoY to Rs 2,263.3 Cr and PAT surging 64.9% YoY to Rs 124.4 Cr. Growth was broad-based across all segments, supported by double-digit growth in ECD, robust performance in Lighting, and continued momentum in Butterfly. However, management highlighted ongoing input cost pressures from commodity inflation and an increase in net working capital due to inventory buildup.

Bajaj Housing Finance Limited reported strong financial and operational performance for Q2 FY27, marked by a 25% YoY increase in Assets Under Management to ₹ 1,58,205 crore, a 18% YoY growth in Profit After Tax to ₹ 757 crore, and stable asset quality with GNPA at 0.29%.

RBL Bank reported a strong transformation following the completion of Emirates NBD's majority acquisition, resulting in massive capital expansion, superior credit ratings, and improving asset quality metrics in Q1 FY2027.

L&T Finance Limited (LTF) delivered strong financial performance for Q2FY27, characterized by 28% YoY book growth to Rs. 1,36,635 Cr, a 33% YoY increase in PAT to Rs. 975 Cr, and an expanding RoE of 13.56%. The company continues to advance its Lakshya 2031 strategy, anchored heavily by proprietary AI and deep tech platforms like Cyclops and Nostradamus, while maintaining robust asset quality and stable liability costs.

Orient Electric reported a strong double-digit YoY increase in revenue and significant PAT expansion for Q2 FY27, backed by broad-based category growth, new product introductions, and cost optimization programs like Sanchay. However, sequential contractions in revenue and profitability point to lingering seasonal or demand volatility.

HDFC Life delivered a resilient performance for H1 FY27, reporting steady growth in APE, Value of New Business (VNB), and Profit After Tax, supported by strong retail protection growth and a well-diversified distribution and product mix.

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.

Pakka Limited held its 46th AGM reflecting on a demanding FY 2025-26 marked by operational shutdowns, equipment breakdowns, project delays, and lower earnings, while pointing to an improving June quarter and ongoing progress on Project Jagriti for long-term growth.