Q2 FY26 PAT nearly doubles YoY; 290-acre land buy cleared

Revenue growth above 20%Profit growth above 25%Emphasis of matterNegative operating cash flowResults View source PDF Explain this filing

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

-3.4%Reaction day

₹1320.00

prior close

₹1340.00

announcement price

After-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)-0.3%-3.1% vs market

Industrial Minerals peers, median of 12sector-0.9%-2.6% vs sector

On the reaction day the stock moved 3.1 pts less than Nifty Midcap 150 and 2.6 pts less than its Industrial Minerals 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

-0.2

10m

-1.2

15m

-0.5

30m

-0.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-3.4-0.3-3.1-0.9-2.6

Next day

-2.6-0.3-2.3-0.7-1.9

-4.5+0.4-4.9-0.8-3.7

-5.5-0.2-5.2-1.9-3.5

-4.2+0.1-4.3-2.9-1.3

-4.5+0.1-4.6-3.8-0.7

-10.2-1.4-8.7-6.1-4.1

15d

-9.7-1.2-8.5-7.4-2.2

-2.5-1.2-1.3-7.7+5.2

-6.4-2.1-4.2-7.2+0.8

-9.6-2.3-7.3-11.1+1.5

UpDownMarket · Nifty Midcap 150Sector · Industrial Minerals peers, median of 12Pending

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

AI summary

Board approved Q2/H1 FY26 results. Standalone Q2 revenue Rs 2,548 Cr (+78% YoY), PAT Rs 606 Cr (+101% YoY). H1 PAT Rs 1,240 Cr. Consolidated H1 revenue Rs 6,035 Cr, PAT Rs 1,209 Cr. Also approved 20% stake in LT Gondwana Skill Hub and about 290 acres of land in Gadchiroli for expansion. Auditor gave unqualified report, flagged emphasis of matter on Rs 420 Cr NTPC receivable dispute at step-down unit.

Likely market impact

Strong earnings growth and expansion plans are positive; auditor flagged Rs 420 Cr NTPC receivable dispute at step-down unit to watch.