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01Management sentiment across this quarter's earnings calls
LiveFY27 Q1See whether management commentary is positive, cautious or neutral across Indian companies and sectors.
Management tone
80%positive
Positive · 53 of 66 companies · FY27 Q1
- ADANIPOWERAdani Power Ltd.
- AMBUJACEMAmbuja Cements Ltd.
- ANANDRATHIAnand Rathi Wealth Ltd.
- APARINDSApar Industries Ltd.
- APOLLOApollo Micro Systems Ltd.
- ATHERENERGAther Energy Ltd.
- AUBANKAU Small Finance Bank Ltd.
- BAJAJ-AUTOBajaj Auto Ltd.
- BAJAJFINSVBajaj Finserv Ltd.
- BELBharat Electronics Ltd.
- BHARTIARTLBharti Airtel Ltd.
- BLACKBUCKBlackbuck Ltd.
- BLUESTONEBlueStone Jewellery and Lifestyle Ltd.
- CYIENTDLMCyient DLM Ltd.
- DIVISLABDivi's Laboratories Ltd.
- EICHERMOTEicher Motors Ltd.
- ETERNALEternal Ltd.
- GRWRHITECHGarware Hi-Tech Films Ltd.
- HCLTECHHCL Technologies Ltd.
- HDFCAMCHDFC Asset Management Company Ltd.
- HINDUNILVRHindustan Unilever Ltd.
- HINDZINCHindustan Zinc Ltd.
- ICICIAMCICICI Prudential Asset Management Company Ltd.
- INOXINDIAINOX India Ltd.
- JIOFINJio Financial Services Ltd.
- KIMSKrishna Institute of Medical Sciences Ltd.
- LAURUSLABSLaurus Labs Ltd.
- LODHALodha Developers Ltd.
- LTMLTM Ltd.
- M&MMahindra & Mahindra Ltd.
- MEESHOMeesho Ltd.
- MPHASISMphasiS Ltd.
- MTARTECHMTAR Technologies Ltd.
- NESTLEINDNestle India Ltd.
- NYKAAFSN E-Commerce Ventures Ltd.
- PAYTMOne 97 Communications Ltd.
- PRIVISCLPrivi Speciality Chemicals Ltd.
- RADICORadico Khaitan Ltd
- RRKABELR R Kabel Ltd.
- SAGILITYSagility Ltd.
- SBILIFESBI Life Insurance Company Ltd.
- SHILPAMEDShilpa Medicare Ltd.
- SONACOMSSona BLW Precision Forgings Ltd.
- SYRMASyrma SGS Technology Ltd.
- TATACAPTata Capital Ltd.
- TATACONSUMTata Consumer Products Ltd.
- TATAPOWERTata Power Co. Ltd.
- TECHMTech Mahindra Ltd.
- TVSMOTORTVS Motor Company Ltd.
- ULTRACEMCOUltraTech Cement Ltd.
- UNIMECHUnimech Aerospace and Manufacturing Ltd.
- URBANCOUrban Company Ltd.
- VBLVarun Beverages Ltd.
- Neutral0%0
Cautious · 13 of 66 companies · FY27 Q1
- ASIANPAINTAsian Paints Ltd.
- ATGLAdani Total Gas Ltd.
- BANKBARODABank of Baroda
- CIPLACipla Ltd.
- DIXONDixon Technologies (India) Ltd.
- HDFCLIFEHDFC Life Insurance Company Ltd.
- INFYInfosys Ltd.
- KPITTECHKPIT Technologies Ltd.
- SHRIRAMFINShriram Finance Ltd.
- SUNPHARMASun Pharmaceutical Industries Ltd.
- TATASTEELTata Steel Ltd.
- TCSTata Consultancy Services Ltd.
- WIPROWipro Ltd.
across 66 companies reported
Nifty 50 earnings-call tracker
Each square is one Nifty 50 company — 24 of 50 have reported. Pale squares have not held their call yet.
Positive share by quarter
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 Q1Read concise earnings call summaries covering quarterly performance, management commentary, guidance and key risks.
Syrma SGS TechnologyQ1 FY27- Quarter
- Revenue +67% · PAT +112%
- Tone
- Positive
- Key risk
- Middle East geopolitical tension straining semiconductor and PCB-material supply chains
Shilpa MedicareQ1 FY27- Quarter
- Revenue +43% · PAT +115%
- Tone
- Positive
- Key risk
- Proposed US 100% tariff on generic drug imports from India
Radico KhaitanQ1 FY27- Quarter
- Revenue Rs. 1,684 Cr
- Tone
- Positive
03Stock price reaction since the call
FY27 Q1See how each stock has moved from its earnings call-day close to the latest available close.
Fell since call · 2 of 11 priced
Up since call · 9 of 11 priced
- MTARTECHMTAR Technologies Ltd.+30.8%
- APARINDSApar Industries Ltd.+23.9%
- CYIENTDLMCyient DLM Ltd.+18.4%
- SHILPAMEDShilpa Medicare Ltd.+12.2%
- SYRMASyrma SGS Technology Ltd.+9.0%
- RADICORadico Khaitan Ltd+7.3%
- INOXINDIAINOX India Ltd.+2.6%
- GRWRHITECHGarware Hi-Tech Films Ltd.+0.8%
- KIMSKrishna Institute of Medical Sciences Ltd.+0.6%
of 11 companies with a price on file · median 17 days since the call
Each company’s previous call measured to the one that followed it — a complete window across 32 companies, mostly FY26 Q4, where this quarter’s is still open.
Call-day close vs latest close, across 11 companies. Latest close differs by company.
04Changes in management commentary since last quarter
FY27 Q1Track shifts in management tone, guidance, priorities and risks from one earnings call to the next.
Of 42 companies that reported this quarter and had a previous call to compare.
- DIVISLABDivi's Laboratories Ltd.HealthcareCautiousPositive
- ASIANPAINTAsian Paints Ltd.Consumer DurablesPositiveCautious
- BANKBARODABank of BarodaFinancial ServicesPositiveCautious
- CIPLACipla Ltd.HealthcarePositiveCautious
- INFYInfosys Ltd.Information TechnologyPositiveCautious
- SUNPHARMASun Pharmaceutical Industries Ltd.HealthcarePositiveCautious
- TATASTEELTata Steel Ltd.Metals & MiningPositiveCautious
- TCSTata Consultancy Services Ltd.Information TechnologyPositiveCautious
05Key earnings call trends: headwinds and tailwinds
FY27 Q1Discover the recurring demand, cost, regulatory and macro themes shaping company outlooks.
Counts are distinct companies out of the 64 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.
06Management guidance and strategic initiatives
FY27 Q1Track financial targets, capex plans, capacity expansion, product launches and strategic partnerships — 17 companies this quarter.
Bajaj FinservImprovement of 25 to 40 bps in FY2027 due to AI implementation driving operating efficiencies
Varun Beverages20%Post-June Volume Growth · Q3 CY2026 onwards
Eicher Motors2 million motorcycles per year capacity by end of FY27-28 through brownfield expansion at Cheyyar
Divi's LaboratoriesDouble-digit growth no matter what
Mahindra & MahindraNagpur greenfield facility to add 250,000 units/month capacity in two phases, with the first phase ready in H1 calendar 2029 and the second roughly 10-12 months later, doubling total capacity between now and FY31
Apar IndustriesWon combined orders exceeding Rs. 2,800 crore from two major overseas utilities (US and Europe), multi-year delivery including a US high-voltage transmission line
FSN E-Commerce VenturesAgreed to acquire 51% of Aminu, a premium dermocosmetic skincare brand (Rs. 19 crore FY26 revenue), with the remaining 49% to be acquired over the next few years
Krishna Institute of Medical SciencesPreferential allotment of Rs. 600 crore to promoters, with 25% infused upfront and the balance over 18 months
LTM~USD 150 millionFirst-Time Disclosure · ~12% of total revenue
Sona BLW Precision Forgings₹240 billion64% EV Share
- Cyient DLMExpanded the build-to-specifications (B2S) lab from 6,000 to over 15,000 square feet, supporting future product-platform development
Garware Hi-Tech FilmsTPU project remains on track for commissioning in Q3 FY27; 75% of output backward-integrates into PPF, 25% earmarked for new TPU-based products- MTAR TechnologiesClean Energy capacity expansion: Phase 1 complete, Phase 2 operational by September-October 2026, and a multifold Phase 3 expansion commissioning by March 2027
- Shilpa MedicareBuilding large peptide manufacturing capacity in India with solid-phase synthesis capability end-to-end, commissioning by the end of FY27
INOX IndiaReceived AS9100D aerospace quality certification, expanding eligibility from ground-support equipment to onboard flight components such as propellant tanks
Showing 14 of 17 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.