Q2 outcomes 2025 right this moment: The July-September quarter earnings season is in full swing on Dalal Road, as a complete of 27 corporations are slated to put up their earnings on Saturday, November 1.
Among the many key corporations that may announce their Q2 outcomes for the monetary 12 months 2025-26 (FY26) are CDSL, Tata Chemical substances, City Firm, JK Cement, and Orient Cement.
Analysts imagine the earnings season will proceed to information the market together with leading to stock-specific motion.
“The market will carefully monitor the nations’ commerce talks with the US and the continuing company earnings season, which to this point has delivered combined outcomes.
Furthermore, any dips are anticipated to draw shopping for curiosity throughout core sectors, given the expectation of a greater H2, being supported by financial and monetary help,” mentioned Vinod Nair, Head of Analysis, Geojit Investments, in his weekly market outlook.
| Earnings Calendar | ||
|---|---|---|
| Serial No. | Firm Identify | LTP (Rs) |
| 1 | J.Okay. Cement Ltd | 6,214.00 |
| 2.00 | Netweb Applied sciences India Ltd | 4,037.80 |
| 3.00 | Tata Chemical substances Ltd | 890.65 |
| 4.00 | City Firm Ltd | 157.75 |
| 5 | SBFC Finance Ltd | 114.08 |
| 6 | Gujarat Heavy Chemical substances Ltd (GHCL) | 640.2 |
| 7 | Indraprastha Medical Company Ltd | 606.45 |
| 8 | Orient Cement Ltd | 214.46 |
| 9 | Taj GVK Accommodations & Resorts Ltd | 420.05 |
| 10 | Sanghi Industries Ltd | 65.02 |
| 11 | Salzer Electronics Ltd | 848.4 |
| 12 | GNA Axles Ltd | 313.75 |
| 13 | GHCL Textiles Ltd | 77.1 |
| 14 | Josts Engineering Firm Ltd | 344 |
| 15 | SK Minerals & Components Ltd | 185.25 |
| 16 | Shree Pacetronix Ltd | 265 |
| 17 | SKP Securities Ltd | 111.95 |
| 18 | Transcorp Worldwide Ltd | 22.5 |
| 19 | Incap Ltd | 108.5 |
| 20 | Triveni Glass Ltd | 13.1 |
| 21 | Central Depository Companies (India) Ltd (CDSL) | 1,587.20 |
| 22 | Affle 3i Ltd | 1,930.60 |
| 23 | Azad Engineering Ltd | 1,696.60 |
| 24 | Dolphin Offshore Enterprises (India) Ltd | 371.75 |
| 25 | Andhra Petrochemicals Ltd | 53.81 |
| 26 | AMJ Land Holdings Ltd | 54.58 |
| 27 | BLB Ltd | 16.12 |
CDSL Q2 Preview
Analysts count on CDSL to put up a decline in revenue and income amid sluggishness within the secondary market and slower demat account addition in the course of the quarter. Nevertheless, this shall be partially offset by a revival within the main market.
Towards this backdrop, Nuvama Analysis expects a 22% year-on-year (YoY) decline in APAT to ₹1.3 billion and a 5.6% drop in topline to ₹3 billion.
Key monitorables embody the affect of decrease market volumes and elevated prices, mentioned the brokerage.
JK Cement Q2 Preview
JK Lakshmi Cement stays a high choose for Axis Securities within the cement pack amid an estimated 97% surge in EBIDTA and an 11% development in topline. PAT is predicted to be larger YoY amid larger volumes and realisation, mentioned the brokerage. It pegs Q2 revenue at ₹49 crore and EBITDA at ₹176 crore.
Volumes may see a 7% soar YoY to 2.65 mntpa led by higher demand and decrease base.
Tata Chemical substances Q2 Preview
Continued stress on soda ash realisations may end in subdued topline development in the course of the quarter, mentioned analysts.
Kotak Institutional Equities pegs web gross sales at ₹4070.8 crore, up 1.8% YoY. In the meantime, it sees EBITDA enlargement of 14.8% YoY to ₹709.7 crore. PAT may additionally enhance 14% YoY to ₹220.9 crore, estimated the brokerage.
The underside line and working efficiency can be pushed to improved margins within the India enterprise, which is benefiting from a decline in coal prices. US EBITDA ought to decline YoY amid stress on volumes and realisations, it cautioned.
City Firm
City Firm, in the meantime, will launch its earnings for the September quarter of FY26 — the primary time after it went public this 12 months.
Earnings subsequent week
The earnings motion won’t abate anytime quickly, as over 570 corporations are additionally lined as much as unveil their Q2 report card subsequent week.
Bharti Airtel, Titan, Energy Grid, Tata Client, State Financial institution of India, M&M, Adani Enterprises, IndiGo, Paytm, Solar Pharma, Grasim, Britannia, Delhivery, LIC, Bajaj Auto, Hindalco, Trent, PFC, Nykaa and Kalyan Jewellers are a number of the high names that may put up their September quarter numbers within the week forward.
Disclaimer: This story is for academic functions solely. The views and suggestions expressed are these of particular person analysts or broking corporations, not Mint. We advise traders to seek the advice of with licensed specialists earlier than making any funding choices, as market situations can change quickly and circumstances might fluctuate.
