Infosys on Friday disclosed a 6.2% rise in consolidated net profit to ₹7,823 crore for the second quarter ended 30 September, up from ₹7,364 crore a year earlier. The IT services giant maintained a stable margin of 21% year‑over‑year while trimming revenue guidance for the remainder of the fiscal year to a 1‑2% range from the previously projected 1.5‑3%. Revenue from operations grew 10.2% to ₹49,244 crore, compared with ₹44,490 crore in the year‑ago period. CEO and MD Salil Parekh highlighted large contracts worth $5.2 billion (≈₹49,000 crore), including a mega deal of over $2 billion (≈₹19,000 crore) for seven years.

Coforge reported a 56.5% jump in consolidated profit to ₹588 crore for the second quarter ended 30 September 2026, up from ₹375.8 crore a year earlier. The company attributed the rise to AI‑led execution of deals, noting that margin uptake is strongest in existing fixed‑price projects infused with AI. Coforge signed eight large deals—the highest number in a single quarter—across North America, Europe and Australia, generating a new order value of $1.04 billion during the quarter. The firm lifted its operational profit margin guidance to 17% for the next year from a previous 15.5‑16% range.

Senco Gold Ltd announced on Sunday that it has signed agreements to acquire a 68% stake in August Jewellery Pvt Ltd, the operator of the ‘Melorra’ brand, for ₹68 crore. The investment will be made in multiple tranches, with completion targeted by February 2027, subject to fulfilment of specified conditions, as stated in a regulatory filing. Including a promoter‑group entity acquisition, the overall stake in August Jewellery will reach 79%, after which the company will become a subsidiary of Senco Gold. The funding will come through fresh equity issuance, intended for growth, expansion and discharge of existing liabilities.

Kotak Mahindra Bank on Saturday reported a 26% jump in consolidated net profit for the September quarter (Q2 FY27) at ₹5,645 crore. On a standalone basis, the bank posted a 29% increase in profit after tax to ₹4,212 crore, aided by core income growth and lower provisions. Core net interest income rose 16% to ₹8,459 crore, helped by a 25% jump in net advances and a 0.23% compression in the net interest margin. The mobilisation of ₹55,344 crore of FCNR(B) deposits under the RBI’s concessional swap facility contributed to the NIM compression.

IDFC First Bank on Saturday reported a near‑three‑fold jump in net profit to ₹1,045 crore for the second quarter ended 30 September 2026 (Q2 FY27), up from ₹352 crore a year earlier. Total income rose to ₹14,218 crore from ₹11,828 crore, while interest income climbed to ₹11,922 crore from ₹9,937 crore. Asset quality improved with gross non‑performing assets (NPAs) falling to 1.32% of gross advances, down from 1.86% a year ago, and net NPAs moderated to 0.4% from 0.52%. The capital adequacy ratio increased to 14.67%, up from 14.11% at the end of September 2025.

Dr Reddy’s Laboratories on Friday reported a 36% decline in consolidated net profit to ₹913.4 crore for the September quarter, impacted by lower lenalidomide sales and a fall in API volume offtake. The company had posted a consolidated net profit of ₹1,426.8 crore a year earlier. Revenue for the second quarter stood at ₹8,670.8 crore, down from ₹8,805.1 crore a year ago, while total expenses rose to ₹3,252.1 crore from ₹3,062.7 crore. In a post‑earnings call, CFO M V Narasimham said the firm will launch semaglutide in 10 markets, including a relaunch in Canada in November, expected to drive growth in the second half of the fiscal year.