Which Companies Outperformed in Q2 FY26 Earnings Season?
This post summarises quarterly results of leading companies from different sectors, providing easy-to-read tables, performance commentary, and future guidance — all explained in simple language for everyday investors.
IT & Technology Sector Highlights
| Company | Revenue (₹ Cr) | Net Profit (₹ Cr) | EBIT/EBITDA Margin | YoY/QoQ Change |
|---|---|---|---|---|
| Cigniti Tech | 567 | 82.5 | 17.6% | Revenue & profit up QoQ |
| Coforge | 3,985 | 376 | 14.1% | Strong beat; 32% YoY growth |
Coforge led the IT pack with 32% YoY revenue growth, aided by large deal wins and margin improvement. Cigniti Tech also posted sequential profit gains on higher digital assurance demand. Both firms reflect sector-wide margin resilience despite macro headwinds.
Financial Sector Highlights
| Company | Revenue (₹ Cr) | Net Profit (₹ Cr) | Margin | Highlights |
|---|---|---|---|---|
| Aditya Birla AMC | 461 | 241 | 61.4% | Profit fell on weak other income |
| SBI Life | 24,848 | 494 | VNB Margin: 27.9% | Beat estimates; strong new business |
Insurance and asset management delivered diverging outcomes — SBI Life exceeded expectations on all key metrics, while Aditya Birla AMC faced profit compression due to a 62% fall in other income. The mutual fund arm, however, maintained steady AUM growth and healthy margins.
Manufacturing & Industrial Sector
| Company | Revenue (₹ Cr) | Net Profit (₹ Cr) | Margin | Change (YoY/QoQ) |
|---|---|---|---|---|
| Shanti Gear | 132 | 21.5 | 20.1% | Revenue & profit declined YoY |
| Vakrangee | 69 | 3 | 10.5% | Turnaround with YoY profit growth |
| NACL Industries | 457 | 3 | 9.8% | Net profit down 83% YoY |
Renewable Energy & Expansion Stories
| Metric | Value | Notes |
|---|---|---|
| Revenue (Q1 FY26) | ₹805 Mn | +242% YoY |
| Order Book | ~₹2,500 Cr | Execution over 12–18 months |
| Manufacturing Capacity | 1.2 GW solar, 3.4 GW battery lines | Commissioning by Jan 2026 |
Solarworld Energy Solutions Ltd continues to be one of the fastest-growing renewable energy players, with new manufacturing lines in Roorkee and ambitious expansion under the Atmanirbhar Bharat framework.
Investor Takeaway
Related Queries
- Which Indian IT stocks are showing margin expansion in FY26?
- How are fund houses and insurers navigating market volatility?
- Is renewable energy the next big wealth creation theme?
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
Written by Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
