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, 12:17 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 |
|---|---|---|---|---|---|
| TECHM Tech Mahindra Limited IT · Large | Sep 2026 21 Oct 2026 Transcript verified | Excellent 80/100 | Optimistic outlook Broadly unchanged No measurable guidance | Tech Mahindra delivered strong revenue and profit growth, highlighted AI and vertical wins, and expressed confidence in sustaining momentum into the December quarter. Evidence summary ready | |
| 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 | |
| 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 | |
| ANGELONE Angel One Limited Financial Services · Small | Sept 2026 21 Oct 2026 Transcript verified | Excellent 90/100 | Optimistic outlook Broadly unchanged Guidance maintained | Angel One delivered resilient Q2 FY27 results with consolidated revenue of 14.3 billion rupees and PAT of 3.35 billion rupees despite subdued capital market volumes. Operating margins expanded significantly year-over-year, supported by operating leverage and a diversified revenue mix. Evidence summary ready | |
| IDEA Vodafone Idea Limited Telecom · Mid | Sep 2026 19 Oct 2026 Transcript verified | Result pending No matching current-quarter result row | Bullish outlook Improved vs prior call No measurable guidance | The company delivered its first quarter of positive net subscriber additions since the merger, alongside strong ARPU growth and improved profitability. Initial funding tranches and credit rating upgrades are positive, but the large capex plan requires significant further debt mobilization. Execution on network rollout and sustained subscriber growth are critical. Evidence summary ready |