Fastest growing Q2FY27 companies
The index can look quiet while individual businesses are having their best quarters in years. This results season, some of the more interesting stories are happening below the headline numbers.Ishmohit works through the fastest-growing companies reporting Q2 FY27 results, looking at what changed inside the business and whether it can continue. We cover lenders, manufacturers, chemicals, luxury hotels, power equipment and IT, then turn to ASML and TSMC to see what their results suggest about the AI investment cycle.
Some companies are selling more. Others are charging more, paying less interest or getting more out of existing capacity. Understanding the difference helps you decide what deserves a closer look.
If you want to learn how to analyse results this way, we work through more companies and industry trends in SOIC Membership’s quarterly-results sessions, alongside courses on business analysis, valuation and portfolio allocation:
👉 https://learn.soic.in/learn/SOIC-Course
In this episode:
● Profits have jumped, but sales haven’t grown nearly as fast. What explains the gap?
● A company reports an exceptional quarter, then says growth was front-loaded. What should you expect next?
● The order book is growing. Can the company execute it?
● A hotel raises room rates without losing occupancy. How much pricing power does it have?
● AI revenues are growing, but the legacy business is under pressure. When does overall growth improve?
Follow the analysis:
The company sheet mentioned at 51:20:
To check the numbers and management commentary yourself, explore StockScans, the platform used throughout this video:
👉 https://www.stockscans.in/home
Timestamps:
0:00 Intro: Q2FY27, who grew fastest and is the AI boom over?
0:25 Q2FY27 so far: 99 companies, median PAT up 29%
1:05 Results season: what this video covers
2:25 Chapter 1: Banking and financial services
3:08 Financial services
3:54 SG Finserve
5:38 360 ONE WAM and Angel One
6:31 Angel One concall
8:17 Concall Scans: the congrats index
9:02 Fedbank Financial
11:21 IIFL Finance
13:18 Financial services (continued)
13:37 Banks
14:30 Federal Bank
16:03 HDFC Bank
16:27 ICICI Bank vs HDFC Bank
18:02 SOIC membership
19:43 Chapter 2: Blockbuster numbers
19:54 Solara Active Pharma
22:24 Jayaswal Neco
24:33 Paushak
25:57 Three ways to win in consumption
26:40 The Leela
28:41 Sri Lotus Developers
30:25 Polycab
32:53 TARIL
35:32 Tips Music
37:14 Aurum PropTech
39:13 Eimco Elecon
40:57 Chapter 3: The IT sector
42:33 AI and IT services
44:01 Onward Technologies
46:19 Tata Elxsi
48:07 Himadri Speciality Chemical
49:53 South Indian Bank
50:38 Chapter 4: ASML and TSMC
51:03 ASML results
52:53 TSMC results
55:04 Conclusion
55:52 Learn with SOIC
Which company would you research next, and what would you need to understand before going further? Tell us in the comments.
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DISCLAIMER
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This video is for educational and informational purposes only. Nothing in it constitutes investment advice, research or a recommendation to buy, sell or hold any security. Any stocks, sectors or themes mentioned are used only to illustrate investing frameworks and market history. Views expressed are personal, current as of the recording date and may change without notice. Investments in securities markets are subject to market risks. Please read all related documents carefully and consult a SEBI-registered investment adviser before making investment decisions. SOIC Intelligent Research LLP is registered with SEBI under the SEBI Research Analysts Regulations, 2014, with registration number INH000012582.
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