Q2 FY27 profit growth, BSNL order and FY29 brand target

Management guided margin improvementOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

+3.2%Reaction day

₹1148.90

prior close

₹1172.00

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used+0.3%+2.9% vs market

Trading & Distributors peers, median of 134sector-0.2%+3.4% vs sector

On the reaction day the stock moved 2.9 pts more than Nifty Microcap 250 and 3.4 pts more than its Trading & Distributors peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-2.8

10m

-3.1

15m

-1.2

30m

-0.2

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+3.2+0.3+2.9-0.2+3.4

Next day

+19.0+2.4+16.6+0.2+18.8

+19.8+3.6+16.2+0.5+19.3

+15.5pendingpending+0.4+15.1

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15d

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UpDownMarket · Nifty Microcap 250Sector · Trading & Distributors peers, median of 134Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 net profit rose 36.88% to INR25.94 crore. H1 revenue was INR1,228.21 crore, up 16.55%, operating profit margin rose to 5.28% from 3.95%, and operating cash flow reached INR351.24 crore. Management disclosed a BSNL Odisha work order worth about INR3,194.83 crore, an FY29 brand revenue target of INR2,400 crore, and expects the Infinova acquisition to close by November 15, 2026.

Likely market impact

Strong earnings, the BSNL order and an FY29 target are positive, but execution, acquisition timing and possible new share sales remain risks.