Quartrly


As of 27 Oct 2026 IST

01Management sentiment across this quarter's earnings calls

LiveFY27 Q2

See whether management commentary is positive, cautious or neutral across Indian companies and sectors.

Management tone

79%positive

across 72 companies reported

Nifty 50 earnings-call tracker

Each square is one Nifty 50 company — 9 of 50 have reported. Pale squares have not held their call yet.

7
positive
0
cautious
2
neutral
41
still to report

Positive share by quarter

71%
FY26 Q4 · 72 co
75%
FY27 Q1 · 140 co
79%
FY27 Q2 · 72 co

A different set of companies reports each quarter, so these are separate readings rather than a trend.

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02Earnings call highlights

FY27 Q2

Read concise earnings call summaries covering quarterly performance, management commentary, guidance and key risks.

03Stock price reaction since the call

FY27 Q2

See how each stock has moved from its earnings call-day close to the latest available close.

of 211 companies with a price on file · median 71 days since the call

Previous call24 fell · 24 up

Each company’s previous call measured to the one that followed it — a complete window across 48 companies, mostly FY26 Q4, where this quarter’s is still open.

FellGained

Call-day close vs latest close, across 211 companies. Latest close differs by company.

04Changes in management commentary since last quarter

FY27 Q2

Track shifts in management tone, guidance, priorities and risks from one earnings call to the next.

05Key earnings call trends: headwinds and tailwinds

FY27 Q2

Discover the recurring demand, cost, regulatory and macro themes shaping company outlooks.

ThemeCompaniesDirectionvs last qtrMost affected sectors
Demand Cycle
Tailwind▲ 2 ppCapital Goods, Consumer Durables
Regulation
Headwind▲ 1 ppFinancial Services, Fast Moving Consumer Goods
Competition
Headwind▲ 22 ppConsumer Durables, Information Technology
Currency & MacroTailwind▲ 23 ppFinancial Services, Information Technology
Climate & WeatherHeadwind▲ 9 ppFast Moving Consumer Goods, Consumer Durables
GeopoliticsHeadwind▼ 25 ppCapital Goods, Information Technology
CommoditiesHeadwind▼ 24 ppConsumer Durables, Fast Moving Consumer Goods

Counts are distinct companies out of the 72 that named at least one force this quarter. Change is in percentage points of that share, not in companies — a different number of companies reports each quarter, so a raw count would mostly measure our coverage.

Management commentary1/5
Vinay M. Tonse
Managing Director and CEO · Yes Bank Ltd. · FY27 Q2

06Management guidance and strategic initiatives

FY27 Q2

Track financial targets, capex plans, capacity expansion, product launches and strategic partnerships — 22 companies this quarter.

Showing 18 of 22 companies — the full register is on a wider screen.

07Learn how to analyse Indian stocks by sector

Understand the key metrics, business drivers and risks that matter when analysing each of 40 Indian market sectors.