Q2 FY27 revenue rises 17%; logistics margin guidance raised to 28%

Management guided margin improvementOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

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

+1.0%Reaction day

₹313.90

prior close

₹317.05

announcement price

After-mkt

timing

Nifty Midcap 150market+1.3%-0.2% vs market

Port & Port services peers, median of 5sector+1.2%-0.2% vs sector

On the reaction day the stock moved 0.2 pts less than Nifty Midcap 150 and 0.2 pts less than its Port & Port services 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

-0.4

10m

-0.1

15m

-0.1

30m

+0.5

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.0+1.3-0.2+1.2-0.2

Next day

+4.3+2.3+2.0+1.9+2.3

+10.3+3.9+6.4+2.9+7.4

+10.3+5.9+4.4+2.3+8.0

+7.7pendingpending+4.7+3.0

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15d

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UpDownMarket · Nifty Midcap 150Sector · Port & Port services peers, median of 5Pending

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

AI summary

Q2 FY27 revenue rose 17% to INR1,481 crore and EBITDA rose 11% to INR674 crore, but net profit fell 11% to INR328 crore. Logistics EBITDA rose to INR81 crore; FY27 logistics margin guidance was raised to 28% from 24%. Consolidated FY27 EBITDA guidance remains INR2,950-3,000 crore. The rail fleet reached 78 rakes and targets 110 by March 2027. Port capacity targets are 300 million tonnes by FY28 and 400 million by FY30. Fujairah remains a headwind.

Likely market impact

Revenue and logistics earnings are improving, but lower net profit, Fujairah disruption and high capital spending could keep the share price volatile.