News

SBI Life On CNBC-TV18:

Growth In October Will Be Very Strong

Expect Growth In FY26 To Be 13-14%

Expect H2FY26 Growth To Be 17-18%

October Data Looks Good On An Individual Rated Premium Basis

GST Changes May Impact FY26 VNB By 1.5-1.6%

We Are Doing More Value Accretive Products

ULIP Share Is Coming Down As A Share Of APE

Expect FY26 Margin To Be In The Range Of 26-28%

Margin Accretion Coming On The Back Of Product Mix

ULIP As A Share Of IRP Should Come To 65%

Net profit up 16.5% at ₹148 cr vs ₹127 cr (YoY)

Revenue up 8.5% at ₹154 cr vs ₹142 cr (YoY)

EBITDA up 8.2% at ₹144 cr vs ₹133 cr (YoY)

Margin at 93.3% vs 93.5% (YoY)

Shares of Supreme Industries Ltd. are trading lower on Monday, October 27, following its second quarter earnings announcement.

Supreme Industries reported an 8% growth in overall volumes during the first six months of the year. The company now expects full-year volume growth in the range of 12-14%.

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Net Profit down 7.5% At Rs 178 Cr Vs Rs 192 Cr (YoY) 

Revenue down 5.9%  At Rs 930 Cr Vs Rs 988.2 Cr (YoY)

EBITDA down 11%  At Rs 218 Cr Vs Rs 245 Cr (YoY)

Margin At 23.4% Vs 25% (YoY)

Total Volume up 12% YoY & down 16% QoQ

Supreme Ind Cuts FY26 Vol Growth Guidance To 12-14% From 14–15%

Maintains FY26 Plastic Pipe Vol Growth Guidance In The Range Of 15-17%

Net Profit down 20 % At Rs 165 Cr Vs Rs 207 Cr (YoY)

Revenue up 5% At Rs 2,394 Cr Vs Rs 2,273 Cr (YoY)

EBITDA down 7% At Rs 297 Cr Vs Rs 320 Cr (YoY)

Margin At 12.4% Vs 14.1% (YoY)

Announces Interim Dividend Of Rs 11/Sh

Shares of Indian Oil Corporation Ltd. (IOC) are trading with gains of nearly 3% on Monday, October 27, ahead of its second quarter results that will be reported soon.

A CNBC-TV18 poll is expecting the company’s revenue to decline by 8% on a sequential basis to ₹1.77 lakh crore, while the Earnings Before Interest, Tax, Depreciation and Amortisation (EBITDA) for India’s largest refiner may improve by 4% sequentially to ₹13,124 crore.

Chennai Petro shares gained over 6% after Q2 earnings.

The stock is currently up 4%.

It has gained 29% in the last six months.

Supreme Petro On CNBC-TV18 :

Extended Heavy Monsoon Dampened  Sales Of Cooling Devices

Reduction In GST Rates In Mid-Aug Resulted In Deferment Of Buying Decisions

Trade Barriers By US Resulted In Change In Trade Flows, Demand From Europe Also Weak

Selling Prices Dropped On Lower RM Prices Which Led To Margin Pressure

If Raw Material Prices Stays At This Level, Prices Will Also Remain At The Current Level

Volumes Will Be Better In FY26 Vs FY25 But Cannot Quantify

Europe Is Facing A Lot Of Pressure, US Is Practically Shut, Concentrating On Gulf Countries

Will Be Able To Achieve 10% Exports Growth In Vols Terms, Cannot Predict Domestic Volumes

Chennai Petro’s revenue surged 10% sequentially to ₹16,326.7 crore from ₹14,812.2 crore.

The company’s EBITDA jumped sharply to ₹1,144 crore from ₹98.5 crore in the June quarter, while margins expanded to 7% from 0.66% sequentially.

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Dr Reddy’s To CNBC-TV18

Sustainable Growth In India, Europe And Other Market

Us Market Is Seeing Some Pressure Due To Revilimid Sales, Will Continue Through Fy26

Similar Growth Trends Will Continue Across Geographies

There Will Be Some Impact Of Revlimid On Profitability

Maintain Double-Digit Growth Guidance For Total Sales

Other Markets Will Offset Slower Growth In The Us Market

Planning To Contain Costs Which Will Support Profitability

Net Profit up 25%  At Rs 12 Cr Vs Rs 10 Cr (YoY)

Revenue up 16.7%  At Rs 147 Cr Vs Rs 126 Cr (YoY)

EBITDA up 4.4%  At Rs 16.70 Cr Vs Rs 16 Cr (YoY)

Margin At 11.4% Vs 12.7% (YoY)

Shares of SBI Life Insurance Company Ltd. gained nearly 5% on Monday, October 27, reacting to their September quarter earnings and positive brokerage commentary.

Brokerages Citi, Jefferies and Nuvama have “buy” calls and see up to a 39% upside on the stock.

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Net profit up 70.3% at ₹110 cr vs ₹64 cr (YoY)

Revenue up 17.2% at ₹2,427.6 cr vs ₹2,072 cr (YoY)

EBITDA up 35% at ₹325 cr vs ₹241 cr (YoY)

Margin at 13.4% vs 11.6% (YoY)

Net profit at ₹719 cr vs loss of ₹40 cr (QoQ)

Revenue up 10.2% at ₹16,326.7 cr vs ₹ 14,812.2 cr (QoQ)

EBITDA at ₹1,144 cr vs ₹98.50 cr (QoQ)

Margin at 7% vs 0.66% (QoQ)

Shares of Zen Technologies Ltd. declined 7% in Monday’s trade after the company reported a weaker performance for the September quarter (Q2FY26) on a year-on-year basis, with the decline largely attributed to delays in procurement due to other military priorities under Operation Sindoor.

Revenue declined 28% YoY, while EBITDA fell 19.5%. However, margins were aided by lower manufacturing costs.

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Expect reported GRM at $6.5/bbl, Co’s EBITDA to improve QoQ & YoY due to better refining margins

Shares of SBI Cards and Payment Services Ltd. declined 5% on Monday, October 27, in response to its September quarter results, which came in below market expectations.

The company’s performance was impacted by higher operating expenses and lower interest income, though lower credit costs and strong growth expectations could lend support to sentiment going forward.

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Mazagon Dock Shipbuilders, Larsen & Toubro, Indian Oil Corporation, IEX, Pidilite are a few among the 150-plus Nifty and broader market companies scheduled to report results this upcoming week.

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Nearly 65% of the 43 analysts that have coverage on Kotak Mahindra Bank continue to recommend “buying” the stock after its September quarter results that were reported over the weekend. The stock is down up to 2.5% on Monday, October 27, in response to its quarterly results.

The results were largely in-line with expectations with marginal improvement in asset quality and a decline in profitability, both for the bank, and for most of its subsidiaries on a year-on-year basis.

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Sudhir Singh, Coforge On CNBC-TV18

Q3 Is A Seasonally Weak Quarter But Will Stabilise In Q4FY26

Have Seen 14% EBIT Margin In  Q2 & Expect 14% In FY26

ESOP Cost Will Fall Which Is A Tailwind For Margin

FY26 Will Be A Robust Growth Year

We Are Very Close To Achieving $2 Bn Rev Run-Rate (Annualised)

FCF/PAT Guidance At 70-80% On An Ongoing Basis

Aim To Get The Free Cash Flow/PAT To 70-80% On An On Going Basis From Current 86%

There Are No Further AI & Data  Center Related Investments

14% EBIT Will The Minimum Threshold With Growth Being The Primary Imperative

Large Deal Wins At 10 In H1FY26 Vs 14 Last Year

Cigniti Tech shares are up 5.7% at the moment.

Its net profit rose 25% sequentially to ₹83 crore for the quarter ended September 30, 2025, compared with ₹66 crore in the previous quarter.

Revenue from operations grew 7% quarter-on-quarter to ₹577 crore, suggesting moderate topline expansion.

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Supreme Petro shares are down 3.7% at the moment.

The petrochemicals company reported a net profit of ₹148 crore for Q2 FY26, up 63% year-on-year from ₹91 crore. Revenue for the quarter declined 55% to ₹1,117 crore compared with ₹2,519 crore in the same period last year. The company’s EBITDA stood at ₹78.7 crore, down 59.6% from ₹194 crore in Q2 FY25. EBITDA margin was at 7%, slightly lower than 7.7% in the year-ago period.

Zen Tech down over 5% in opening hour of trade on Q2 results impact

Coforge shares are up 5% after reporting their second quarter earnings.

It reported a net profit of ₹375.8 crore for the September quarter (Q2 FY26), rising 18.4% sequentially from ₹317.4 crore. The figure surpassed CNBC-TV18’s estimate of ₹357 crore.

Revenue for the quarter stood at ₹3,985.7 crore, up 8% quarter-on-quarter from ₹3,688.6 crore, though slightly below the poll estimate of ₹4,075 crore. In dollar terms, revenue came in at $462 million, compared with $442 million in Q1, while analysts had projected $469 million.

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Overweight rating, target price Rs 2,500

Co Needed To Deliver On Margins & Cash Flows After The Challenges Last Time

Co Did Exactly That With Margin At 14% Beating Consensus/JPM Expectations By 30 bps/50 bps

Revenues Grew 5.9% CC QoQ & Came Broadly In-Line With Expectations

While Deal TCV Continued To Remain At >$500mn For The Fifth Consecutive Quarter

FCF Turned Positive With FCF/PAT of 86%, Above Its Target Band Of 75-80%

Mgmt Highlighted Demand Has Improved Somewhat

Mgmt Expects H2 Growth To Be Robust On The Back Of Strong Deal Wins And Pipeline

Mgmt Continues To Target 14% EBIT Margins For FY26

Buy Call, Target `1,475/sh

In-line Q2 Revenue While EBITDA/Adjusted Pat Beat Consensus By 2%/8%

Gross/Reported EBITDA Margin Contracted 492/175 bps YoY

Margin Decline On Anticipated Price Erosion In Revlimid As Well As Competition In Some Pdts

Excluding Lenalidomide, Co’s EBITDA Margin Works Out To 19–20%

Co Was Able To Maintain A Margin Of Approx 25% For Quarter Owing To A Cut In R&D Spending

Q3FY26 Expected To Be A Weak-Margin Quarter

All Attention Is Now On Fate Of Semaglutide Filling In Canada

Nearly 65% of the 43 analysts that have coverage on Kotak Mahindra Bank continue to recommend “buying” the stock after its September quarter results that were reported over the weekend.

The results were largely in-line with expectations with marginal improvement in asset quality and a decline in profitability, both for the bank, and for most of its subsidiaries on a year-on-year basis.

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The Hyderabad-based drug major reported a net profit of ₹1,347 crore for the September quarter (Q2 FY26), up 7.3% year-on-year from ₹1,256 crore, though slightly below the CNBC-TV18 poll estimate of ₹1,403.7 crore. The company’s revenue increased 9.8% YoY to ₹8,828 crore, compared with ₹8,038 crore in the same period last year, surpassing the poll estimate of ₹8,595.4 crore.

Kotak Mahindra Bank’s net interest income grew by 4% from last year to ₹7,311 crore, while its net profit saw a drop of 3% from the year-ago period to ₹3,253 crore. Advances grew by nearly 16% from last year, while deposit growth stood at 14.6%. Asset quality saw a marginal improvement from the previous quarter, provisions were down on a sequential basis, while Net Interest Margins (NIMs) declined by 11 basis points from last year. The management said during its earnings call that it has completed its due diligence to acquire the government’s stake in IDBI Bank.NewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.