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Showing 10 of 360 ·Hit ×India ×October 2026 ×Clear all
October 202610 locks resolved
| Ref | The locked call | Resolves | Status |
|---|---|---|---|
| P-222 | SBI Life Q2 FY2027 APESBI Life Q2 FY27 APE ≥₹4,800cr (quarter alone; APE not GWP or VoNB) — ~0.93HIT, with a basis note — locked SBI Life Q2 FY2027 APE of at least ₹4,800 crore for the quarter alone. SBI Life publishes APE year to date only: H1 ₹11,750 crore less Q1 ₹5,380 crore gives about ₹6,370 crore for Q2, 33% above the floor. No reading of the published figures produces a miss.India | 24 Oct 2026locked 27 Aug 2026 | Hit |
| P-232 | Dr Reddy's Q2 FY2027 revenue from operationsDr Reddy's Q2 FY2027 CONSOLIDATED revenue from operations ≥ Rs 7,400 crore (LEVEL locked — sources conflict on the YoY rate) — ~0.93HIT — locked Dr Reddy's Q2 FY2027 consolidated revenue from operations of at least ₹7,400 crore (a level lock, because sources conflicted on the YoY rate). Dr Reddy's reported ₹8,697.8 crore (IFRS headline ₹8,670.8 crore), above the floor on either basis.India | 24 Oct 2026locked 29 Aug 2026 | Hit |
| P-216 | IndiGo Q2 FY2027 revenueIndiGo Q2 FY27 revenue from operations ≥₹19,000cr (seasonal trough; revenue not profit) — ~0.92HIT — locked IndiGo Q2 FY2027 revenue from operations of at least ₹19,000 crore in the seasonal trough. InterGlobe Aviation reported ₹23,363.8 crore on 29 Oct 2026. A revenue lock, not a profit lock.India | 23 Oct 2026locked 26 Aug 2026 | Hit |
| P-304 | Hindustan Unilever Q2 FY2027 EBITDA marginHUL Q2 FY2027 EBITDA MARGIN >= 22.0% (guided 22.5-23.5%; revenue AND the DIRECTION of profit conflict across sources, margin does not) — ~0.92HIT — locked Hindustan Unilever's Q2 FY2027 EBITDA margin at or above 22.0%. HUL reported a consolidated EBITDA margin of 22.6% on 28 Oct 2026 (22.43% on the same basis as the Q1 22.76% the lock cited): the narrowest margin in this batch, 0.4-0.6 points clear.United KingdomIndia | 23 Oct 2026locked 3 Sep 2026 | Hit |
| P-329 | Nestlé India Q2 FY2027 REVENUENestlé India Q2 FY2027 REVENUE >= INR 5,900 crore (Q1 INR 6,378.18cr; +25.16% was the fastest in FORTY quarters — so we lock the LEVEL, not the rate; profit reported as both INR 958.68cr and INR 975cr) — ~0.92HIT — locked Nestlé India Q2 FY2027 revenue of at least ₹5,900 crore, a level lock chosen because Q1's +25% was a forty-quarter record. Nestlé India reported revenue from operations of ₹6,788.34 crore.India | 23 Oct 2026locked 3 Sep 2026 | Hit |
| P-305 | UltraTech Q2 FY2027 consolidated sales volumesUltraTech Q2 FY2027 CONSOLIDATED sales volumes >= 36.0 Mt (Q1 41.31 Mt; domestic 39.2 Mt is 2.1 Mt lower and EXCLUDED; Q2 is the monsoon quarter) — ~0.90HIT — locked UltraTech Q2 FY2027 consolidated sales volume of at least 36.0 Mt in the monsoon quarter. UltraTech reported 38.22 Mt, measured on the same basis as Q1's 41.31 Mt. Domestic grey cement alone was 35.94 Mt, just under the floor; the criterion named consolidated volume and excluded the domestic line.India | 22 Oct 2026locked 3 Sep 2026 | Hit |
| P-334 | Havells India Q2 FY2027 REVENUEHavells India Q2 FY2027 REVENUE FROM OPERATIONS >= INR 5,600 crore (Q1 INR 6,518cr but Q1 is the SUMMER COOLING PEAK — 14% buffer; PAT fell 16.64% on doubled A&P spend) — ~0.91HIT — locked Havells India Q2 FY2027 revenue from operations of at least ₹5,600 crore, buffered 14% below a summer-peak Q1. Havells reported consolidated revenue from operations of ₹6,431.99 crore (standalone ₹6,416.62 crore).India | 22 Oct 2026locked 3 Sep 2026 | Hit |
| P-317 | Axis Bank Q2 FY2027 NET INTEREST INCOMEAxis Bank Q2 FY2027 NET INTEREST INCOME >= INR 13,800 crore (Q1 NII INR 14,646cr; profit +22.5% was driven by provisions FALLING 43.7% while GNPA rose 1.23%→1.28%) — ~0.92HIT — locked Axis Bank Q2 FY2027 net interest income of at least ₹13,800 crore. Axis reported standalone NII of ₹15,371 crore, 11.4% above the floor. Locked on NII rather than profit because provisions, not the bank, were driving profit.India | 20 Oct 2026locked 3 Sep 2026 | Hit |
| P-325 | Wipro Q2 FY2027 IT SERVICES revenueWipro Q2 FY2027 IT SERVICES revenue >= US$2.50bn (guidance US$2.574-2.627bn, a ONE-QUARTER-AHEAD absolute dollar range; contrast P-319 HCLTech's full-year % guide) — ~0.93HIT — locked Wipro Q2 FY2027 IT services segment revenue of at least US$2.50bn. Wipro reported US$2,611.5m, inside its own US$2.574-2.627bn one-quarter-ahead guidance.India | 16 Oct 2026locked 3 Sep 2026 | Hit |
| P-220 | Bajaj Finance Q2 FY2027 AUMBajaj Finance Q2 FY27 consolidated AUM ≥₹5.6 lakh crore (vs ₹5,46,944cr at Q1) — ~0.94HIT — locked Bajaj Finance Q2 FY2027 consolidated AUM of at least ₹5,60,000 crore. The 3 Oct 2026 business update reported about ₹5,84,750 crore (the later results deck: ₹5,84,624 crore), above the floor on either figure.India | 3 Oct 2026locked 27 Aug 2026 | Hit |