Q2 FY27 earnings call: profit rises and operating margin reaches 16.3 percent

Mgmt 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

+3.0%Reaction day

₹3908.00

prior close

₹3900.00

announcement price

After-mkt

timing

Nifty Midcap 150market+1.1%+2.0% vs market

IT Enabled Services peers, median of 80sector+0.0%+3.0% vs sector

On the reaction day the stock moved 2.0 pts more than Nifty Midcap 150 and 3.0 pts more than its IT Enabled 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

+1.3

10m

+1.2

15m

+2.4

30m

+2.3

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+3.0+1.1+2.0+0.0+3.0

Next day

+6.6+2.0+4.6+1.4+5.1

+4.7pendingpending+1.6+3.1

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15d

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UpDownMarket · Nifty Midcap 150Sector · IT Enabled Services peers, median of 80Pending

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

AI summary

Q2 FY27 revenue was $317.1 million, up 2.7 percent quarter on quarter and 4.8 percent year on year with exchange rates held constant. Operating margin rose 0.6 percentage points to 16.3 percent. Net profit was ₹548 crore, up 66.8 percent, including a ₹165 crore gain from selling Smart World Communications. Deals totaled $203 million, over half linked to AI. Pipeline grew over 25 percent. Management expects H2 revenue and margins to improve.

Likely market impact

Positive for the stock as growth, margins and deal wins improved, though the ₹165 crore sale gain is one-time and European auto remains weak.