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BSE Sensex 30 Stocks Regulatory Filings — October 28, 2026

India BSE SENSEX 30

By Gunpowder Editorial ·

6 high priority 12 medium priority 18 total filings analysed

Executive Summary

The 18 filings for the S&P BSE SENSEX 30 stream on 2026-10-28 are dominated by two Sensex constituents: Adani Ports and Special Economic Zone (APSEZ) and Hindustan Unilever (HUL), with the rest comprising earnings-calendar notices from Power Grid, NTPC and Bharti Airtel, a Titan subsidiary incorporation, an Infosys guidance cut, and an HCL Technologies product launch.

Top-line momentum is strong at APSEZ (consolidated revenue up ~24% YoY to ₹11,340 Cr) and HUL (USG 15%, highest in 14 quarters, UVG 7%), but earnings quality is weaker than headlines suggest: APSEZ standalone PAT fell ~40% sequentially and Logistics EBITDA grew only 8% on 21% revenue growth, while HUL's EBITDA margin contracted 140 bps to 22.6% and reported PAT was flat YoY because of a one-off ₹273 Cr tax gain in the base period. Infosys is the clearest negative, cutting FY27 constant-currency revenue growth guidance to 1-2% from 1.5-3% on softer volumes and pricing pressure, even as AI revenue rose to 10.5% of revenue and large-deal TCV reached $5.2 bn. The dominant portfolio pattern is growth driven increasingly by price/mix and high-margin pockets rather than broad volume expansion, with mixed sentiment on most of the material filings. Near-term catalysts cluster around the 1 November 2026 Power Grid board meeting, the 31 October NTPC call, the 6 November Bharti Airtel call, and HUL's ₹19 interim dividend (record date 12 November).

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Filing types in this digest: Board meeting · Company update · M&A · Corporate governance · Corporate action

Tracking the trend? Catch up on the prior BSE Sensex 30 Stocks Regulatory Filings digest from October 21, 2026.

Investment Signals (10)

  • Adani Ports and Special Economic Zone (APSEZ) (BULLISH)
    ▲

    Consolidated Q2 FY27 revenue up ~24% YoY to ₹11,340 Cr, EBITDA up 23% to ₹6,807 Cr, PAT up 18% to ₹3,682 Cr, and FY27 revenue/EBITDA guidance raised by ₹1,000 Cr each to ₹44,000-46,000 Cr and ₹26,000-27,000 Cr

  • Hindustan Unilever (HUL) (BULLISH)
    ▲

    Underlying Sales Growth of 15% (highest in 14 quarters) with UVG of 7%, and PAT before exceptional items up 9%, shows genuine demand momentum in Home Care (USG 22%) and Beauty & Wellbeing (USG 16%)

  • Infosys ↓ (BULLISH)
    ▲

    Q2 FY27 AI revenue reached 10.5% of total revenue (up from 8.2% last quarter, +29% sequentially) and large-deal TCV of $5.2 bn with 62% net new, a strong forward-order signal

  • Infosys ↓ (BEARISH)
    ▲

    FY27 constant-currency revenue growth guidance cut to 1-2% from 1.5-3% citing softer volumes, competitive pricing pressure and weak Retail/Hi-Tech demand, while operating margin guidance of 20-22% was held

  • APSEZ Logistics and SEZ (BEARISH)
    ▲

    Logistics EBITDA grew only 8% YoY against 21% revenue growth (margin compression), and SEZ revenue and EBITDA were flat at ~2% growth, meaning consolidated growth is leaning on a narrower set of segments

  • APSEZ (standalone) (BEARISH)
    ▲

    Standalone PAT fell ~40% sequentially to ₹940.97 Cr from ₹1,557.49 Cr and standalone Current Ratio dropped to 0.33 from 0.62, a sharp liquidity and earnings-quality warning despite revenue up ~11% YoY

  • HUL (BEARISH)
    ▲

    Consolidated EBITDA margin fell 140 bps YoY to 22.6% (EBITDA +8% vs turnover +15%), and Foods UVG was only low-single digit, so growth is price/mix-driven with rising cost or mix pressure

  • HUL (MIXED)
    ▲

    Reported PAT of ₹2,796 Cr was flat YoY versus ₹2,791 Cr, flattered in the base period by a ₹273 Cr one-off tax gain, so the underlying 9% PAT-before-exceptional growth is the cleaner read

  • APSEZ Joint Ventures (MIXED)
    ▲

    Consolidated share of JV profit swung to +₹139.51 Cr in Q2 from a ₹(287.76) Cr loss in Q1, although the half-year figure remains negative at ₹(148.25) Cr versus ₹(52.89) Cr a year earlier

  • Power Grid / NTPC / Bharti Airtel ↓ (NEUTRAL)
    ▲

    Q2 and H1 FY27 results and calls are scheduled (Power Grid board 1 Nov with ₹ interim dividend record date 6 Nov; NTPC call 31 Oct; Bharti Airtel call 6 Nov), with no financial figures disclosed yet, so these are event-driven rather than signal-driven

Risk Flags (8)

  • Infosys/Guidance Cut↓ [HIGH RISK]
    ▼

    FY27 revenue growth guidance lowered to 1-2% (from 1.5-3%) with pricing expansion expected at the start of the year failing to materialize due to competitive intensity; a second-order risk if Retail and Hi-Tech demand weakness persists

  • APSEZ/Liquidity [HIGH RISK]
    ▼

    Standalone Current Ratio fell to 0.33 from 0.62 and standalone PAT dropped ~40% QoQ, creating short-term liquidity pressure that the consolidated headline growth masks

  • APSEZ/Debt Coverage [HIGH RISK]
    ▼

    Consolidated Debt Service Coverage Ratio fell to 3.24 in Q2 FY27 from 6.56 a year earlier, even though the Debt-Equity ratio improved to 0.56 from 0.76, indicating servicing capacity is tightening as capex guidance rose ₹3,000 Cr to ₹15,000-17,000 Cr

  • APSEZ/Segment Margins [MEDIUM RISK]
    ▼

    Consolidated Operating Margin slipped to 60% from 61% YoY, with Logistics EBITDA lagging revenue by 13 points and Domestic Ports (the earnings anchor) growing only 11% EBITDA on 13% revenue

  • HUL/Margin Erosion [MEDIUM RISK]
    ▼

    EBITDA margin contracted 140 bps to 22.6% despite the 15% top-line growth, signalling input-cost or promotional pressure that may cap earnings expansion

  • HUL/Quality of Earnings [MEDIUM RISK]
    ▼

    The reported PAT flatness and the auditor's reliance on another auditor's review for subsidiary Unilever Nepal, plus the Brazilian subsidiary being included only up to 8 September 2026, warrant closer scrutiny of group disclosures

  • HUL/Segment Mix [MEDIUM RISK]
    ▼

    Personal Care UVG flat against 9% USG and Oral Care delivering only low-single-digit USG indicate that growth in several categories is price-led and may not be durable

  • Infosys/Demand Quality↓ [MEDIUM RISK]
    ▼

    Management cited Retail and Hi-Tech softness and volume weakness alongside competitive pricing pressure, so the guidance cut is not a one-off timing effect

Opportunities (7)

  • APSEZ/Guidance Upgrade (OPPORTUNITY)
    ◆

    FY27 revenue and EBITDA guidance raised by ₹1,000 Cr each to ₹44,000-46,000 Cr and ₹26,000-27,000 Cr, with consolidated revenue growth of 24% YoY providing momentum into H2

  • HUL/Interim Dividend (OPPORTUNITY)
    ◆

    ₹19 per share interim dividend for FY27 with record date 12 November 2026 and payment 25 November 2026; the 15% USG and highest-in-14-quarters growth support dividend sustainability

  • HUL/Home Care and Beauty (OPPORTUNITY)
    ◆

    Home Care USG of 22% and Beauty & Wellbeing USG of 16% (segment revenue +17% to ₹4,319 Cr) are the highest-growth franchises and the clearest source of upside to the category mix

  • Infosys/AI Monetization↓ (OPPORTUNITY)
    ◆

    AI revenue share of 10.5% growing 29% QoQ, plus $928 mn free cash flow and stable 21% operating margin, offers a re-rating path if guidance stabilizes at the 20-22% margin band

  • APSEZ/JV Recovery (OPPORTUNITY)
    ◆

    The swing in consolidated JV share from a ₹(287.76) Cr loss to a ₹139.51 Cr gain in Q2 could continue to lift consolidated PAT if the trend holds

  • HCL Technologies/Nano GCC↓ (OPPORTUNITY)
    ◆

    The AI-powered nano Global Capability Center offering on AWS, starting with APAC rollout and targeting established GCCs and mid-market firms, adds a new recurring-revenue channel with joint go-to-market support from AWS

  • Infosys/Finacle Wins↓ (OPPORTUNITY)
    ◆

    UNI Financial Cooperation (C$5.3 bn assets, 1,100 employees) deploying Finacle Universal Banker across all branches extends a relationship dating to 2021, supporting the banking-platform revenue base

Sector Themes (6)

  • Price/Mix Over Volume in FMCG and IT
    ◆

    HUL's 15% USG versus 7% UVG (Foods UVG low-single digit, Personal Care UVG flat) and Infosys citing pricing pressure rather than expansion show a common pattern where top-line growth is increasingly price-led, which is fragile if competitive intensity rises

  • Margin Compression Across Growth Names
    ◆

    HUL EBITDA margin down 140 bps YoY and APSEZ consolidated operating margin down 1 pt YoY, with Logistics EBITDA lagging revenue growth by 13 points, indicating that revenue growth is not translating into proportionate margin expansion in the portfolio

  • Headline vs Underlying Earnings Gaps
    ◆

    Reported PAT for HUL is flat YoY while PAT before exceptionals grew 9%, and APSEZ's standalone PAT fell sharply sequentially despite consolidated PAT growth, so investors should anchor on underlying and segment-level earnings

  • AI as a Growth Pocket in IT Services
    ◆

    Infosys AI revenue at 10.5% of total (+29% QoQ) and HCL's AI-led nano GCC launch show AI is becoming the differentiated growth engine for Indian IT services even as core volumes soften

  • Capital Allocation Tilting to Infrastructure and Shareholder Returns
    ◆

    APSEZ raised FY27 capex guidance by ₹3,000 Cr to ₹15,000-17,000 Cr, while HUL is returning cash through a ₹19 interim dividend and Power Grid's interim dividend is pending, pointing to capex-heavy infrastructure alongside steady payouts in consumer names

  • Earnings-Calendar Density in Late October/Early November
    ◆

    Multiple Sensex 30 constituents (Power Grid, NTPC, Bharti Airtel, HUL, Infosys) are concentrated in a short window, so the period is event-rich and expectations for H1 FY27 results should be set with the sector themes above in mind

Watch List (8)

  • Power Grid Corporation of India↓
    👁

    Board meeting on Sunday 1 November 2026 to approve Q2/H1 FY27 results and consider a 1st interim dividend, with trading window reopening 4 November and record date 6 November 2026

  • NTPC Limited↓
    👁

    Q2/H1 FY27 results conference call on 31 October 2026; watch for commentary on capacity additions and power-demand trends in the quarter

  • Bharti Airtel↓
    👁

    Earnings call and webinar on Friday 6 November 2026 (12:00-13:20 IST), jointly with Bharti Hexacom; watch for ARPU and subscriber commentary alongside the audited Q2/H1 numbers

  • Hindustan Unilever↓
    👁

    Interim dividend of ₹19 per share with record date 12 November 2026 and payment 25 November 2026; watch whether EBITDA margin recovery (down 140 bps) and Foods/Personal Care volume trends improve in the next quarter

  • Infosys↓
    👁

    Follow-up on the FY27 guidance cut to 1-2% constant-currency growth, especially whether pricing pressure and Retail/Hi-Tech weakness ease, and the pace of AI revenue scaling beyond 10.5% of total

  • APSEZ
    👁

    Monitor standalone liquidity (Current Ratio 0.33), Debt Service Coverage Ratio (3.24 vs 6.56 a year ago) and whether the JV profit turnaround holds as capex rises to ₹15,000-17,000 Cr

  • HCL Technologies↓
    👁

    Traction of the AI-powered nano GCC offering on AWS, starting with APAC rollout, and any early client wins among established and mid-market GCCs

  • Titan Company↓
    👁

    Operational start-up of Titan Company Canada Inc. (incorporated 27 October 2026 with share capital up to CAD 5,000) as an early signal of international jewellery and lifestyle expansion

Filing Analyses (18)
Adani Ports and Special Economic Zone Limited Board Meeting mixed materiality 8/10

28-10-2026

Adani Ports and Special Economic Zone Limited reported consolidated revenue from operations of ₹11,340.40 Crore for the quarter ended September 30, 2026 (up from ₹9,167.46 Crore a year earlier, ~23.7% YoY), with consolidated profit for the period of ₹3,682.44 Crore (up from ₹3,120.20 Crore, ~18.0% YoY). Growth was not uniform: Q2 FY27 profit for the period was ₹3,682.44 Crore versus ₹3,649.50 Crore in the June 2026 quarter (roughly flat sequentially), and consolidated share of profit from Joint Ventures swung to a gain of ₹139.51 Crore from a loss of ₹(287.76) Crore in the prior quarter, while standalone profit after tax fell sharply sequentially to ₹940.97 Crore from ₹1,557.49 Crore. Standalone revenue from operations rose ~11.5% YoY to ₹2,284.28 Crore, but standalone net profit margin and total debt ratios weakened relative to the prior year, and several debt metrics (e.g., standalone Current Ratio 0.33) show tight liquidity.

  • · Consolidated Revenue from Operations was ₹10,820.80 Cr in the June 2026 quarter, so Q2 revenue rose ~4.8% sequentially.
  • · Consolidated share of profit from Joint Ventures improved to ₹139.51 Cr from a loss of ₹(287.76) Cr in the prior quarter, while the half-year share was a loss of ₹(148.25) Cr.
  • · Standalone Profit After Tax fell ~39.6% sequentially to ₹940.97 Cr from ₹1,557.49 Cr, and standalone Current Ratio dropped to 0.33 from 0.62.
  • · Consolidated Current Ratio was 0.78 and Current Liability Ratio rose to 0.30, indicating heavier short-term obligations.
  • · A ₹30.76 Cr exceptional item (voluntary retirement plan at a foreign subsidiary) was recorded in the quarter.
  • · Secured NCD outstanding declined to ₹9,833.40 Cr from ₹10,185.40 Cr at March 31, 2026, with asset cover reported above 100%.
  • · The US SEC/DOJ matter involving a non-executive director was concluded with dismissal of charges on August 10, 2026; the Company was not named.
  • · Auditor review (MSKA & Associates LLP) concluded without modification, relying on management-prepared unaudited information for 162 subsidiaries and 22 joint ventures, which the management states are not material to the Group.
Adani Ports and Special Economic Zone Limited Company Update mixed materiality 8/10

28-10-2026

Adani Ports and Special Economic Zone Limited (APSEZ) reported consolidated Q2 FY27 revenue up 24% YoY to ₹11,340 Cr and EBITDA up 23% YoY to ₹6,807 Cr, with PAT up 18% YoY to ₹3,682 Cr. The company raised FY27 revenue and EBITDA guidance by ₹1,000 Cr each to ₹44,000-₹46,000 Cr and ₹26,000-₹27,000 Cr, and raised FY27 capex guidance by ₹3,000 Cr to ₹15,000-₹17,000 Cr. Growth was uneven across segments: Logistics EBITDA grew only 8% YoY and SEZ was flat at 2% revenue growth, while Domestic Ports revenue growth (13%) lagged the company-wide rate.

  • · Logistics EBITDA grew only 8% YoY despite 21% revenue growth, indicating margin compression in the segment
  • · SEZ revenue and EBITDA grew just 2% YoY, effectively flat
  • · Domestic Ports, the earnings anchor, grew revenue 13% and EBITDA 11%, both below the consolidated growth rate
  • · S&P upgraded APSEZ's long-term issuer rating to BBB from BBB-, with Stable outlook, now on par with India's sovereign rating
  • · JCR assigned an A-/Stable rating in January 2026; CARE and ICRA reaffirmed AAA domestic ratings
  • · Average debt maturity shortened to 4.9 years from 5.2 years a year earlier
  • · H1 FY27 free cash flow of ₹2,806 Cr was generated despite ₹10,521 Cr of capex
  • · Logistics TEU volumes rose 15% QoQ to 167,453 TEUs, recovering from West Asia crisis impact in Q1 FY27
  • · Capex guidance raised despite leverage held at 1.8x net debt/EBITDA, with the company guiding up to 2.5x
Titan Company Limited Merger/Acquisition neutral materiality 2/10

28-10-2026

Titan Company Limited has incorporated a wholly owned subsidiary in Canada, Titan Company Canada Inc., on 27 October 2026, with share capital of up to CAD 5,000 to be subscribed in cash. The subsidiary is intended to carry on jewellery retailing and other lifestyle businesses, and no turnover, approvals, or completion timeline apply since it is newly incorporated.

  • · Filing is a Regulation 30 intimation, in continuation of the company's letter dated 7 August 2026, regarding the Canadian subsidiary.
  • · The filing is an incorporation of a new subsidiary, not an acquisition of an existing entity; the acquisition-related disclosure fields are marked not applicable.
  • · Titan Company Canada Inc. is newly incorporated, so no turnover or three-year history is available.
  • · No governmental or regulatory approvals are noted as required, and no indicative completion period applies.
Power Grid Corporation of India Limited Corporate Governance neutral materiality 4/10

28-10-2026

Power Grid Corporation of India Limited has intimated that its Board of Directors will meet on Sunday, 01 November 2026 to consider the unaudited financial results for the quarter and half year ended 30 September 2026, following Audit Committee review, and to consider declaring a 1st Interim Dividend for FY 2026-27 if any. The dividend record date is set for Friday, 06 November 2026, and the trading window, closed since 30 September 2026, will reopen on Wednesday, 04 November 2026.

  • · Board meeting scheduled for Sunday, 01 November 2026 under Regulation 29(1)(a) and 50(1)(c) of SEBI LODR
  • · Trading window closed from Wednesday, 30 September 2026 and reopens Wednesday, 04 November 2026 (closed through Tuesday, 03 November 2026)
  • · Record date for 1st Interim Dividend eligibility (if declared) is Friday, 06 November 2026 under Regulation 42 of SEBI LODR
  • · NSE symbol POWERGRID, BSE scrip code 532898, ISIN INE752E01010
Power Grid Corporation of India Limited Corporate Governance neutral materiality 5/10

28-10-2026

Power Grid Corporation of India Limited has notified the stock exchanges that its Board of Directors will meet on Sunday, 01 November 2026 to consider the unaudited financial results for the quarter and half year ended 30 September 2026 (after Audit Committee review) and to consider declaring a 1st Interim Dividend for FY 2026-27, if any. The record date for the dividend, if declared, is Friday, 06 November 2026, and the trading window, closed since 30 September 2026, will reopen on Wednesday, 04 November 2026.

  • · Board meeting scheduled for Sunday, 01 November 2026 under SEBI LODR Regulations 29(1)(a) and 50(1)(c)
  • · Dividend record date set as Friday, 06 November 2026 under SEBI LODR Regulation 42
  • · Trading window closed from Wednesday, 30 September 2026 and reopens Wednesday, 04 November 2026 (closed through Tuesday, 03 November 2026)
  • · Filing is a prior intimation; no financial figures, dividend amount, or results data are disclosed in this document
Infosys Limited Company Update mixed materiality 2/10

28-10-2026

Infosys, through its subsidiary Finacle (part of EdgeVerve Systems), announced that UNI Financial Cooperation, a Canadian financial cooperative with $5.3 billion in assets and 1,100 employees, has deployed Finacle Universal Banker across all its branches. The deal extends a relationship that began in 2021 with UNI's cloud-based digital banking modernization. UNI's CEO noted that the platform is still being adjusted and optimized following its introduction earlier this year, a mixed signal alongside the positive deployment announcement.

  • · UNI's relationship with Infosys Finacle began in 2021 with modernization of its digital banking operations on the cloud
  • · Universal Banker platform features: unified teller workspace, member interaction support, and configurable operations with embedded compliance controls
  • · UNI's CEO stated the platform is still being adjusted and optimized following its introduction earlier this year
  • · UNI is celebrating its 90th anniversary in 2026
  • · Infosys describes itself as the fastest growing IT services brand globally
Infosys Limited Company Update mixed materiality 8/10

28-10-2026

Infosys reported Q2 FY27 constant-currency revenue growth of 1.5% YoY and 1.2% sequentially, with AI revenue at 10.5% of total revenue (up from 8.2% last quarter, growing 29% sequentially) and large deal TCV of $5.2 bn (62% net new). Operating margin was stable at 21% and free cash flow was $928 mn. However, management cut FY27 revenue growth guidance to 1% to 2% (from 1.5% to 3%) citing softer volumes, pricing pressure from competitive intensity and weak Retail and Hi-Tech demand, while the operating margin guidance of 20% to 22% was maintained.

  • · Guidance cut to 1% to 2% constant-currency revenue growth from 1.5% to 3%, citing volume softness, pricing pressure and Retail/Hi-Tech weakness
  • · Pricing expansion expected at the start of the year did not materialize due to competitive intensity
  • · Attrition fell to 12.7% from 13% sequentially; onsite mix down to 22.6% for H1
  • · Interim dividend of Rs 26 announced, up 13% YoY
  • · H2 margin headwinds from compensation hikes (October 2026 and January 2027), acquisition amortization and seasonality, partly offset by Project Maximus
  • · Effective tax rate guided at 29% to 30% for the year
  • · Hi-Tech weakness largely tied to one US client ramp-down; Retail weakness linked to lower third-party revenues and soft consumer demand
  • · Manufacturing faces near-term pressure from a large client's lower revenue and an expected Q4 impact from a European manufacturing client deal not pursued
NTPC Limited Analyst/Investor Meet neutral materiality 3/10

28-10-2026

NTPC Limited has intimated under Regulation 30 of the SEBI LODR Regulations that its senior management will hold a conference call on 31 October 2026 to discuss results for the quarter and half year ended 30 September 2026 and interact with analysts and investors. The filing is a scheduling notice only and does not disclose any financial results or performance figures.

  • · Conference call scheduled for 31 October 2026
  • · Call covers results for the quarter and half year ended 30 September 2026
  • · Scrip codes: BSE 532555; NSE NTPC; ISIN INE733E01010
  • · Further details available on the NTPC website
Bharti Airtel Limited Company Update neutral materiality 2/10

29-10-2026

Bharti Airtel Limited has scheduled an earnings call and webinar for Friday, November 6, 2026, from 12:00 pm to 1:20 pm IST, to discuss the audited financial results for the second quarter and six months ended September 30, 2026. The call is held jointly with Bharti Hexacom Limited, and the recordings, transcript, and results pack will be made available on the company website. No financial figures or performance metrics are disclosed in this filing.

  • · Earnings webinar is conducted on Zoom with pre-registration mandatory; the Q&A session for Bharti Hexacom Limited begins at 1:00 pm IST
  • · Filing made under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
Hindustan Unilever Limited Analyst/Investor Meet neutral materiality 2/10

28-10-2026

Hindustan Unilever Limited has filed intimation with BSE and NSE that the audio/video recording of its earnings conference call for the quarter and half year ended 30 September 2026 is available on the company website, as required under Regulation 30(6) read with the SEBI LODR Regulations. The filing is administrative in nature and does not itself disclose any financial results, figures, or operational updates.

  • · Earnings call covered the quarter and half year ended 30 September 2026
  • · Prior intimation letter was dated 21 October 2026
  • · Recording is hosted at the company investor relations page under September Quarter 2026 Results and Webcasts
Hindustan Unilever Limited Corporate Action mixed materiality 8/10

28-10-2026

Hindustan Unilever Limited reported consolidated turnover of ₹ 18,071 crore for the quarter ended 30 September 2026, with Underlying Sales Growth (USG) of 15%, its highest in 14 quarters, and Underlying Volume Growth (UVG) of 7%. EBITDA rose 8% YoY to ₹ 4,089 crore (22.6% margin), and PAT before exceptional items (bei) grew 9%, while reported PAT of ₹ 2,796 crore was flat YoY due to a one-off tax-related gain of ₹ 273 crore in the base period. The Board also declared an interim dividend of ₹ 19 per share for FY27.

  • · Interim dividend record date is Thursday, 12 November 2026; payment date is Wednesday, 25 November 2026.
  • · Home Care USG was 22%, Beauty & Wellbeing 16%, Personal Care 9%, and Foods 9%, with Oral Care delivering only low-single-digit USG.
  • · Foods UVG was low-single digit, meaning Foods growth was driven mainly by price/mix rather than volume.
  • · Minimalist Science Importation and Trade of cosmetics LTDA (Brazil) was consolidated only up to 8 September 2026.
  • · Auditor's review included one subsidiary (Unilever Nepal Limited) reviewed by another auditor, without modifying the conclusion.
  • · The Board meeting continued for other agenda items after the financial results and dividend were approved (discussion concluded 09:25 A.M. IST).
Hindustan Unilever Limited Corporate Action mixed materiality 8/10

28-10-2026

Hindustan Unilever Limited reported consolidated turnover of ₹ 18,071 crore for the quarter ended 30 September 2026, with Underlying Sales Growth (USG) of 15%, its highest in 14 quarters, and Underlying Volume Growth of 7%. EBITDA rose 8% YoY to ₹ 4,089 crore (22.6% margin), and PAT before exceptional items (PAT bei) grew 9%, while reported PAT of ₹ 2,796 crore was flat YoY due to a ₹ 273 crore one-off tax-related gain in the base period. The Board also declared an interim dividend of ₹ 19 per share.

  • · Interim dividend of ₹ 19 per equity share (face value Re. 1) for FY ending 31 March 2027; record date Thursday, 12 November 2026; payment date Wednesday, 25 November 2026.
  • · Subsidiary Minimalist Importation and Trade of cosmetics LTDA (Brazil) was included only up to 08 September 2026.
  • · Auditor relied on the review report of another auditor for subsidiary Unilever Nepal Limited, which was not reviewed by Walker Chandiok & Co LLP.
  • · Home Care: 22% USG led by double-digit UVG; Beauty & Wellbeing: 16% USG; Personal Care: 9% USG with double-digit Skin Cleansing; Foods: 9% USG with low-single digit UVG.
  • · Oral Care delivered only low-single digit USG within Personal Care; Coffee grew high-single digit within Foods.
  • · Board meeting commenced 08:30 AM IST; discussion on results concluded 09:25 AM IST; meeting continued for other agenda items.
Hindustan Unilever Limited Corporate Governance mixed materiality 7/10

28-10-2026

Hindustan Unilever Limited reported consolidated results for the quarter ended 30 September 2026 (SQ'26), with total sales of Rs. 18,071 crores growing 15% YoY, while EBITDA of Rs. 4,089 crores grew 8% with margin declining 140 bps to 22.6%. Consolidated profit before tax before exceptional items rose to Rs. 3,812 crores (up 9% from Rs. 3,483 crores), but reported profit after tax was essentially flat at Rs. 2,796 crores versus Rs. 2,791 crores, as the prior-year quarter included a one-off tax gain of Rs. 273 crores. The Board declared an interim dividend of Rs. 19 per share with a record date of 12 November 2026.

  • · Consolidated EBITDA margin declined to 22.6%, down 140 bps vs SQ'25
  • · Beauty & wellbeing segment revenue rose 17% YoY to Rs. 4,319 crores (quarter)
  • · Foods segment revenue rose 11% YoY to Rs. 3,849 crores
  • · Interim dividend of Rs. 19 per share declared; record date 12 November 2026
  • · Prior-year quarter included a one-off tax gain of Rs. 273 crores, distorting reported PAT comparison
  • · Auditor's review of Unilever Nepal Limited (subsidiary) relied on another auditor's report; conclusion not modified
Hindustan Unilever Limited Market Notice mixed materiality 7/10

28-10-2026

Hindustan Unilever Limited reported consolidated results for the quarter ended 30th September 2026 with Turnover of ₹ 18,071 crore, Underlying Sales Growth (USG) of 15% (its highest in 14 quarters) and Underlying Volume Growth (UVG) of 7%. EBITDA rose 8% YoY to ₹ 4,089 crore, but EBITDA margin contracted 140 bps YoY to 22.6%, and reported PAT of ₹ 2,796 crore was flat YoY because the base period included ₹ 273 crore of one-off tax-related exceptional gains; PAT before exceptional items (bei) grew 9%. The Board declared an interim dividend of ₹ 19 per share for FY'27.

  • · Personal Care Underlying Volume Growth was flat, against 9% USG, indicating price-led growth in that segment
  • · Health & Wellbeing (OZiva) showed subdued performance within Beauty & Wellbeing
  • · Foods UVG was only low-single digit, with Tea softened by inflation and mass tea weaker
  • · Management guides FY'27 to be better than FY'26 and expects commodity inflation to continue in the short term
  • · Mid-term EBITDA margin guided within 22-24%
Hindustan Unilever Limited Market Update mixed materiality 8/10

28-10-2026

Hindustan Unilever Limited reported consolidated sales of Rs 18,071 crore for the quarter ended 30 September 2026 (SQ'26), growing 15% YoY, with EBITDA of Rs 4,089 crore (+8% YoY) and EBITDA margin of 22.6%, down 140 bps. Consolidated profit before tax before exceptional items rose to Rs 3,812 crore (+9% YoY), but reported profit after tax was flat at Rs 2,796 crore versus Rs 2,791 crore in the prior-year quarter, which included a one-off tax gain of Rs 273 crore. The Board declared an interim dividend of Rs 19 per share with a record date of 12 November 2026.

  • · Consolidated sales grew 15% in the quarter, while EBITDA margin contracted 140 bps YoY to 22.6%.
  • · Standalone PAT before exceptional items grew 11% to Rs 2,843 crore, while standalone reported PAT grew only 2% due to the prior-year one-off tax gain.
  • · Consolidated and standalone segment results show Foods segment revenue of Rs 3,849 crore (up 9% YoY) with flat segment results of Rs 834 crore.
  • · Consolidated net cash from operating activities for six months rose to Rs 8,022 crore from Rs 6,267 crore, while cash and cash equivalents fell to Rs 1,798 crore from Rs 2,583 crore at March 2026.
  • · Interim dividend of Rs 19 per share for FY27 with record date 12 November 2026.
Hindustan Unilever Limited Market Notice neutral materiality 1/10

28-10-2026

Hindustan Unilever Limited disclosed under Regulation 30 of SEBI LODR that Minimalist Importation and Trade of Cosmetics LTDA, a non-operating, step-down subsidiary of Uprising Science Private Limited (itself a subsidiary of HUL) incorporated in Brazil, was voluntarily liquidated effective 8 September 2026. The company states the closure has no impact on operations, and the subsidiary contributed nil revenue and 0.00% of revenue for FY ending March 31, 2026.

  • · Liquidation was voluntary and the disclosure followed receipt of confirmation of completion of the liquidation process and internal verification
  • · Disclosure references SEBI Master Circular dated 30 January 2026
  • · No sale or disposal consideration, buyer details, or related-party transaction involved (all Annexure-A items marked Not Applicable)
Adani Ports and Special Economic Zone Limited Result mixed materiality 8/10

28-10-2026

Adani Ports and Special Economic Zone Limited reported consolidated revenue from operations of ₹11,340.40 Crore for Q2 FY27 (quarter ended September 30, 2026), up from ₹9,167.46 Crore a year earlier, and profit for the period of ₹3,682.44 Crore versus ₹3,120.20 Crore. For the half year, consolidated revenue from operations rose to ₹22,161.20 Crore from ₹18,293.60 Crore and profit for the period to ₹7,331.94 Crore from ₹6,430.80 Crore. Performance was mixed: sequential quarterly revenue rose only modestly from ₹10,820.80 Crore, and the share of profit/(loss) from joint ventures was negative for the half year at ₹(148.25) Crore versus ₹(52.89) Crore a year earlier, with the Q2 quarter showing ₹139.51 Crore after a loss of ₹(287.76) Crore in Q1, while standalone results showed a sharp swing with profit after tax of ₹940.97 Crore in Q2 against ₹1,557.49 Crore in Q1.

  • · Standalone revenue from operations rose to ₹2,284.28 Crore in Q2 FY27 from ₹2,061.05 Crore a year earlier (restated), an increase of about 10.9%
  • · Consolidated Operating Margin was 60% for both Q2 FY27 and the half year, down from 61% in Q2 FY26
  • · Consolidated Debt Service Coverage Ratio fell to 3.24 for Q2 FY27 from 6.56 in Q2 FY26 and Debt Equity Ratio improved to 0.56 from 0.76
  • · Standalone Debt Equity Ratio rose to 0.87 from 1.20 in Q2 FY26 and standalone current ratio fell to 0.33 from 1.10
  • · Standalone net cash used in investing activities widened to ₹(6,562.59) Crore for the half year, while loans given rose to ₹(14,016.38) Crore
  • · Consolidated Port and SEZ segment revenue grew to ₹9,897.33 Crore in Q2 FY27 from ₹8,054.13 Crore, while the Others (logistics) segment income grew to ₹1,501.44 Crore from ₹1,196.35 Crore
  • · Auditor MSKA & Associates issued an unmodified conclusion, relying on unreviewed financial information of 162 subsidiaries and 22 joint ventures deemed not material to the Group
HCL Technologies Limited Market Update positive materiality 3/10

28-10-2026

HCL Technologies announced the launch of an AI-powered nano Global Capability Center (GCC) offering built on AWS, part of its GCC 360 solution suite, targeting established GCCs seeking AI-led transformation and mid-market enterprises entering new geographies. APAC is the first rollout phase, delivered via India-based teams supported by the Lucknow Center of Excellence. The release contains no financial results or guidance; the only quantitative disclosures are headcount and trailing revenue.

  • · Nano GCC targets two archetypes: established in-country GCCs needing a non-disruptive hub-and-spoke AI vehicle, and mid-market firms without an in-country presence
  • · Offering spans AI-native engineering, autonomous IT operations, advanced data and analytics, and intelligent business operations, with responsible AI governance built in
  • · AWS provides joint go-to-market support and access to agentic AI services to accelerate delivery
  • · APAC is the first phase of the global rollout

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