Which stocks are important to watch on October 27? Several leading companies announced their financial results for the September quarter (Q2 FY27), revealing key insights into their business performance. Paytm, L&T, Tata Consumer Products, JBM Auto, and REC are among those in focus.
- Paytm's profit after tax rose over 10 times to ₹225 crore in Q2 FY27.
- Tata Consumer Products reported a 15.65% increase in net profit to ₹470.14 crore.
- JBM Auto's net profit grew by 12.46% to ₹58.76 crore, driven by auto components and EV segments.
- REC Ltd posted a 21.23% decline in net profit to ₹3,477.73 crore.
- 110 companies are scheduled to announce their Q2 FY27 results on October 27.
What were Paytm's financial highlights for Q2 FY27?
Paytm, operated by One 97 Communications Ltd, reported a remarkable increase in profit after tax (PAT) to ₹225 crore in the September quarter, compared to ₹21 crore a year earlier. This marks its sixth consecutive profitable quarter. Operating revenue increased by 28% year-on-year (YoY) to ₹2,648 crore, driven by strong growth in merchant and consumer businesses, expanded monetisation, and adoption of artificial intelligence.
EBITDA rose 90% YoY to a record ₹270 crore, with the EBITDA margin expanding to 10%, reaching double digits for the first time. For the first half of FY27, PAT more than tripled to ₹445 crore from ₹144 crore the previous year. When excluding the Payments Infrastructure Development Fund incentive, operating revenue grew 33% YoY and EBITDA nearly quadrupled, with margins expanding from 3% to 10%.
How did Tata Consumer Products perform in Q2 FY27?
Tata Consumer Products Ltd reported a 15.65% YoY increase in consolidated net profit to ₹470.14 crore for the quarter ended September 2026. Revenue from operations rose 14% to ₹5,661.13 crore, supported by strong volume growth in domestic markets, improved margins, price increases, and effective input cost management. The company’s CFO, Ashish Goenka, highlighted healthy performance across growth businesses and sustained execution across product categories.
What growth did JBM Auto report for Q2 FY27?
JBM Auto Ltd posted a 12.46% increase in net profit to ₹58.76 crore, driven by revenue growth in auto components and electric vehicle (EV) segments. Total revenues, including other operating income, rose 21.06% to ₹1,656.37 crore. The EV business delivered a record 578 electric buses in the quarter, expanding the fleet to over 4,000 buses and maintaining market leadership. The company also expanded its Mobility Business to more than 50 depots across India. The auto components segment showed sustained growth with revenues up 24.68% to ₹1,036.97 crore, and the EV business revenue increased 21.84% to ₹548.33 crore.
What were REC Ltd's financial results for Q2 FY27?
REC Ltd, a state-run finance company, reported a 21.23% year-on-year decline in consolidated net profit to ₹3,477.73 crore for the quarter ended September 2026. Interest income slightly increased by 0.5% to ₹14,669.49 crore. Total revenue from operations dipped marginally to ₹15,000.40 crore from ₹15,152.67 crore in the previous year’s quarter.
How is the overall market expected to perform on October 27?
The domestic stock market is expected to open lower, with GIFT Nifty futures indicating that the NIFTY50 index may open around 101 points down. Investors should watch the earnings announcements from 110 companies scheduled for the day, including major names like Larsen & Toubro, Maruti Suzuki India, Bajaj Auto, Tata Steel, Cipla, and SBI Life Insurance Company.
Frequently Asked Questions
Q: What contributed to Paytm's profit increase in Q2 FY27?
A: Paytm's profit increase was driven by strong growth in merchant and consumer businesses, expanded monetisation, and adoption of artificial intelligence, resulting in higher operating revenue and improved EBITDA margins.
Q: Which sectors showed growth in JBM Auto's Q2 results?
A: JBM Auto saw growth in both the auto components and electric vehicle segments, with record electric bus deliveries and expansion of its Mobility Business across India.
Q: Why did REC Ltd's net profit decline despite stable interest income?
A: While interest income was stable, REC Ltd's net profit declined due to a slight decrease in total revenue from operations and other financial factors affecting profitability.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Readers should consult a financial advisor before making investment decisions.
