Capri Global Capital (CGCL)
Blockbuster Q2FY26 – Highest ever revenue, PBT & PAT.
Revenue ₹1,121 cr vs ₹752 cr YoY; PBT ₹314 cr vs ₹128 cr; PAT ₹236 cr vs ₹97 cr.
GNPA 1.23%, NNPA 0.69%. Stable asset quality.
Capital Market Stocks Under Pressure
SEBI proposes to simplify fee structures & lower investor costs.
Brokerage caps reduced: Cash 12bps→2bps, Derivatives 5bps→1bps.
Move aims to enhance transparency but could tighten AMC/broker margins.
Welspun Corp
Wins $715 mn (₹5,950 cr) US pipeline orders.
Order book now ₹23,500 cr – record high.
L&T
Wins contract in TenneT’s HVDC Offshore Wind Project with Hitachi Energy.
Strengthens global clean energy presence in Europe.
Blue Cloud Softech
Appoints Sukhvinder Gill (ex-SoftBank Vision Fund) as Strategic Advisor to guide AI-led expansion.
Vodafone Idea & Airtel
SC order restricts relief only to Vi; negative read for Bharti Airtel.
Kellton Tech
Selected by UNFPA to build next-gen AI solutions for global impact.
SAGILITY Q2 CONCALL INSIGHTS
Guidance Upgrade
FY26 revenue growth >21% CC (earlier 20%); EBITDA margin ~25% (earlier 24%+).
Market & Policy Impact
Minimal exposure to tariffs and H-1B; positioned for automation-led growth.
GenAI Strategy
25 active use cases across 9 clients. AI projects delivering 20–40% cost savings.
Debt & Capital Allocation
ECB at 8% coupon; full repayment by FY27-end. Higher dividends expected as leverage falls.
Margin Outlook
Medium-term target 24–25%; aided by GenAI efficiencies & FX gains.
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