Weekly · Urbans Post
By Megha Rani October 25, 2026, 1:06:32 PM IST (Published) From Infosys’ revised FY27 revenue growth guidance to BPCL’s profit recovery and Reliance Industries' Jio Platforms’ record IPO demand, here are the s... 1 /20 Infosys | The IT major reported a 2.1% quarter-on-quarter increase in revenue to ₹49,244 crore and a 0.7% rise in net profit to ₹7,823 crore in Q2. Revenue marginally beat CNBC-TV18’s poll estimates, while net profit and operating margin missed expectations. The company cut its FY27 constant-currency revenue growth guidance to 1–2% from 1.5–3% earlier, while retaining its operating margin guidance at 20–22%. 2 /20 Bharat Petroleum Corporation | BPCL reported a net profit of ₹4,993 crore in Q2, compared with a loss of ₹3,962 crore in the previous quarter, while EBITDA stood at ₹8,971 crore against a loss of ₹4,077 crore sequentially.
Revenue, net of excise duty, came in at ₹1.49 lakh crore, slightly below CNBC-TV18’s poll estimate. Net profit and EBITDA beat expectations. (Photo Credit : commons.wikimedia ) 3 /20 Kotak Mahindra Bank | The private bank reported a 29.5% year-on-year increase in net profit to ₹4,212 crore in Q2, compared with ₹3,253.3 crore in the year-ago period. Net interest income (NII) rose 15.7% to ₹8,459 crore from ₹7,311 crore, while operating profit increased 21.1% to ₹6,382.2 crore from ₹5,268.3 crore.
Gross non-performing assets (GNPA) improved to 1.04% from 1.18% in the previous quarter, while net non-performing assets (NNPA) declined to 0.24% from 0.27%. Provisions increased 20.3% quarter-on-quarter to ₹803.6 crore from ₹668 crore but fell 15.2% year-on-year from ₹947.4 crore. 4 /20 Coforge | The firm reported an 11.6% quarter-on-quarter increase in revenue to ₹6,170.8 crore and a 13.4% rise in net profit to ₹588 crore in Q2. Revenue and net profit missed CNBC-TV18’s poll estimates, while EBIT margin came in line with expectations at 16%.
Dollar revenue rose 10.1% sequentially to $652.2 million, below estimates of $665 million. 5 /20 Torrent Pharmaceuticals | The pharma major reported a 50.8% year-on-year increase in Q2 revenue to ₹4,979 crore, while net profit declined 9.6% to ₹534 crore. EBITDA surged 54.1% to ₹1,583 crore, with the EBITDA margin expanding to 32.33% from 31.6% a year ago. Revenue beat CNBC-TV18’s poll estimates, while net profit, EBITDA and margin missed expectations. 6 /20 Apollo Micro Systems | The firm reported a 55.6% year-on-year increase in net profit to ₹48.4 crore in Q2, compared with ₹31 crore in the year-ago period.
Revenue rose 72.2% to ₹388 crore from ₹225.3 crore, while EBITDA jumped 87.6% to ₹111 crore from ₹59.2 crore. EBITDA margin improved to 28.6% from 26.3% a year earlier. 7 /20 Dr Reddy’s Laboratories | The firm reported a 1.5% year-on-year decline in Q2 revenue to ₹8,671 crore, while net profit fell 36% to ₹913.4 crore. EBITDA declined 24.2% to ₹1,783 crore, with the EBITDA margin contracting to 20.6% from 26.7% a year ago.
However, revenue, net profit, EBITDA and EBITDA margin all beat CNBC-TV18’s poll estimates. 8 /20 IDFC First Bank | The bank reported a net profit of ₹1,044.6 crore for Q2FY27, compared with ₹352.3 crore in the year-ago period. Net interest income (NII) rose 21% year-on-year to ₹6,184.5 crore from ₹5,112.6 crore, while operating profit increased 35% to ₹2,538 crore from ₹1,880 crore. Asset quality improved sequentially, with gross non-performing assets (GNPA) declining to 1.32% from 1.51% in the previous quarter, while net non-performing assets (NNPA) fell to 0.40% from 0.44%. 9 /20 AU Small Finance Bank | The bank reported a 53% year-on-year increase in net profit to ₹857.7 crore in Q2, compared with ₹561 crore in the year-ago period.
Net interest income (NII) rose 31.5% to ₹2,820.1 crore from ₹2,144.4 crore a year earlier. Gross non-performing assets (GNPA) improved to 1.99% from 2.10% in the previous quarter, while net non-performing assets (NNPA) increased to 0.81% from 0.76%. Provisions stood at ₹359.4 crore, down from ₹371.5 crore in the June quarter and ₹480.8 crore in the year-ago period. 10 /20 Bank of India | The firm reported a 25.3% year-on-year increase in Q2 net profit to ₹3,202 crore, while net interest income rose 18.5% to ₹7,007 crore.
Operating profit grew 33.2% to ₹5,089 crore. Asset quality improved sequentially, with gross NPA declining to 1.6% from 1.81% and net NPA falling to 0.42% from 0.51% (Photo Credit : AI generated ) 11 /20 Reliance Industries | Jio Platforms IPO closed for subscription on Friday, October 23, with total demand exceeding ₹7.4 lakh crore, including ₹2.5 lakh crore from anchor investors. Excluding the anchor book, public investor bids stood at ₹4.9 lakh crore, surpassing the ₹4.4 lakh crore received by LG Electronics India’s IPO in October last year.
Qualified institutional buyers led the demand, with their portion subscribed 70.55 times, while the retail portion was subscribed 2.7 times, attracting bids worth over ₹25,000 crore. The share allotment is scheduled for Monday, October 26, and the listing is set for Wednesday, October 28. 12 /20 Lumax Auto Technologies | The firm reported a 57.5% year-on-year increase in net profit to ₹105.5 crore in Q2FY27, compared with ₹67 crore in the year-ago period. Revenue grew 34.5% to ₹1,555.5 crore from ₹1,156.4 crore, while EBITDA rose 32.4% to ₹204.7 crore from ₹154.6 crore.
However, the EBITDA margin contracted to 13.2% from 13.4% a year earlier. 13 /20 Netweb Technologies | The firm reported a 61.5% quarter-on-quarter increase in revenue to ₹1,323 crore in Q2, compared with ₹819 crore in the previous quarter. Net profit rose 60.6% to ₹137 crore from ₹85.3 crore, while EBITDA increased 64.4% to ₹197 crore from ₹119.8 crore. EBITDA margin improved to 14.9% from 14.6% in the preceding quarter. 14 /20 Oracle Financial Services | The firm reported a 50.38% quarter-on-quarter decline in net profit to ₹702 crore in Q2, compared with ₹1,416 crore in the previous quarter.
Revenue fell 39% sequentially to ₹1,907 crore from ₹3,125 crore in the preceding quarter. 15 /20 SBI Funds Management | The fund manager reported a 3.4% quarter-on-quarter increase in Q2 revenue to ₹1,193 crore, while net profit declined 20.3% to ₹701.2 crore. EBITDA fell 1.2% to ₹913 crore, and the EBITDA margin narrowed to 77% from 80.1% in the previous quarter. 16 /20 VRL Logistics | The firm has announced a buyback of up to 87.5 lakh shares at ₹320 per share, with a total outlay of up to ₹280 crore. The buyback will open on October 27 and close on November 2. 17 /20 Castrol India | Castrol India reported a 7.3% quarter-on-quarter decline in revenue to ₹1,734.7 crore in Q3, compared with ₹1,871.5 crore in the previous quarter.
Net profit fell 49.3% to ₹176.4 crore from ₹347.7 crore, while EBITDA declined 47% to ₹262.3 crore from ₹494.5 crore. EBITDA margin contracted to 15.1% from 26.4% in the preceding quarter. 18 /20 Lupin | The company said the US Food and Drug Administration (US FDA) has concluded an inspection at its manufacturing facility in Goa, India, conducted from October 19 to 23, 2026. The inspection concluded with the issuance of a Form 483 containing one observation.
The company said it will address the observation and respond to the US FDA within the stipulated timeframe, adding that it remains committed to complying with current Good Manufacturing Practice (cGMP) standards across all its facilities. 19 /20 Jana Small Finance Bank | Jana SFB reported a more than two-fold increase in Q2 net profit to ₹170 crore, compared with ₹75 crore in the year-ago quarter. Net interest income rose 34.7% year-on-year to ₹819 crore. Asset quality was mixed sequentially, with gross NPA improving to 2.34% from 2.39%, while net NPA increased to 1.17% from 0.91%. 20 /20 UTI Asset Management Company | The asset management firm reported a 23.1% quarter-on-quarter decline in Q2 revenue to ₹337 crore, while net profit fell 34.4% to ₹143 crore.
EBITDA declined 35% to ₹195 crore, and the EBITDA margin narrowed to 57.9% from 68.6% in the previous quarter. Home Photos News Market News Stocks to Watch for October 26: RIL, Infosys, BPCL, Kotak Mahindra Bank, Torrent Pharma and more
Source: CNBC TV18
