@ied_official

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 India
Joined October 2026
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Most market updates tell you what happened. We want to understand WHY it happened and what matters next. Welcome to The India Equity Desk. Connecting the dots across earnings, valuations, fund flows, policy and global markets. Less noise. More context. Better questions.
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Jeep x TATA - Jeep is building its next SUV using Tata Motors' technology. What if Tata could also start selling the technology that other automakers use to build theirs? #Tatamotors #Jeep #Stelantis
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Meanwhile, Tata Elxsi's own Q2 numbers improved: • Revenue: ₹1,055.7 Cr • Growth: +3.4% QoQ, +15% YoY • EBITDA: ₹231.4 Cr • EBITDA margin: 21.9%, versus 21.2% in Q1 The company announced wins across automotive, media and healthcare.
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The CFO attributed roughly 60–70 bps of the quarter's margin movement to cross-currency benefits. So the recovery cannot simply be credited to AI. Management remains positive on US and Indian demand but acknowledges continued softness in European automotive spending.
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The Q1 concern wasn't reversed in Q2 but it was actually reinforced. The key test would be to see: 1. Incremental AI-led revenue 2. Engineering-budget decisions 3. European demand 4. Margin sustainability
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In the Q2 call, an analyst revisited the same issue. Pai said the pattern was continuing. But customers were becoming more pragmatic after AI experiments that consumed resources without delivering sufficient value. Management is seeing greater emphasis on measurable ROI.
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CEO Manoj Raghavan added an interesting perspective. For automotive companies, major costs lie in manufacturing and supply chains. He argued that AI returns should be assessed where the largest operating costs and volatility exist and not simply by measuring hours saved in software development.
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#TataElxsi is winning AI-related contracts. But its own strategy chief says enterprise AI spending is squeezing budgets for traditional engineering work. Let's dive into Q2FY27 results and key takeaways from earnings call 👇
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In Q1FY27, Nitin Pai explained that enterprises were earmarking budgets for AI transformation. Some of that spending was coming from funds otherwise available for discretionary engineering projects. The distinction: budget reprioritization is not proof that AI has destroyed existing contracts.
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#Groww Q2FY27 profit grew 54% YoY to ₹725.65 crs. but equity-derivatives revenue fell 14.3% QoQ. And when analysts questioned the CFO about a recovery, he offered a much more measured outlook. Let's dive into Q2FY27 results and key takeaways from earnings call 👇
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Beyond derivatives, #Groww is building MTF, commodities and wealth products. But diversification introduces different risks. CFO discussed tougher MTF collateral controls, including more conservative haircuts and reviewing exposure across the industry & not just Groww's own book.
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The key test would be to see: 1. Does derivatives activity normalize? 2. Can newer products materially improve revenue and profit? 3. Can MTF grow with disciplined risk controls?
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#LeelaPalaces average room rate rose 30% in Q2FY27 but occupancy still stayed at 69% The latest results and CEO commentary reveal how Leela is extracting more revenue from its luxury properties. Let's dive into Q2FY27 results and key takeaways from earnings call 👇
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The story extends beyond room revenue. H1FY27 non-room revenue exceeded 50% of operating revenue. In Q2: • Room revenue +39% • F&B revenue +21% • Hotel-management fees +76% Net debt was ₹1,215 crore, with net debt/LTM EBITDA at 1.4x.
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Management's next priorities: 1. sustain premium pricing, 2. execute the hotel pipeline and 3. begin operations at Jaisalmer and the Mumbai luxury residences in FY27. The key test would be to see if the growth can persist without exceptional events in H2FY27.
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