The season so far
92%
of companies guided revenue growth of 10% or more
1055 of 1145 that discussed it
23%
of companies guided higher margins
257 of 1140 that discussed it
2%
of companies guided lower margins
19 of 1140 that discussed it
95%
of companies said new capex is planned
1026 of 1082 that discussed it
91%
of companies reported a rising order book
449 of 494 that discussed it
Percentages are of 1148 companies analysed so far, counting only those that addressed the topic on the call. Companies that did not are left out of that base.
Revenue outlook
Revenue growth management guided on the call. Base: 1145 companies that discussed it.
- Strong growth6% · 74
- Good growth37% · 420
- Moderate growth49% · 561
- Slow growth8% · 89
- Revenue decline0% · 1
Margins
Margin change management guided on the call. Base: 1140 companies that discussed it.
- Margins up10% · 117
- Margins slightly up12% · 140
- Margins steady76% · 864
- Margins slightly down2% · 19
- Margins down0% · 0
Capex
Whether management said new capital investment is planned. Base: 1082 companies that discussed it.
- Capex planned95% · 1026
- No capex planned5% · 56
Order book
Whether management reported a rising order book. Base: 494 companies that discussed it.
- Order book rising91% · 449
- Order book flat9% · 45
By sector
Sectors with at least 5 companies analysed. Each percentage is of that sector's companies that discussed the topic.
Sector (companies)10%+ revenue growthMargins upMargins downCapex plannedOrder book rising
- Industrial Products (91)10%+ revenue growth93% (85/91)Margins up28% (25/90)Margins down0% (0/90)Capex planned96% (87/91)Order book rising89% (40/45)
- Consumer Durables (68)10%+ revenue growth87% (59/68)Margins up26% (18/68)Margins down4% (3/68)Capex planned92% (60/65)Order book rising89% (17/19)
- Pharmaceuticals & Biotechnology (67)10%+ revenue growth100% (67/67)Margins up28% (19/67)Margins down0% (0/67)Capex planned91% (60/66)Order book rising100% (21/21)
- Finance (60)10%+ revenue growth97% (56/58)Margins up15% (9/60)Margins down7% (4/60)Capex planned96% (49/51)Order book rising91% (31/34)
- Chemicals & Petrochemicals (50)10%+ revenue growth96% (48/50)Margins up24% (12/50)Margins down2% (1/50)Capex planned98% (48/49)Order book rising100% (12/12)
- Auto Components (48)10%+ revenue growth98% (47/48)Margins up25% (12/48)Margins down0% (0/48)Capex planned100% (48/48)Order book rising97% (34/35)
- Construction (39)10%+ revenue growth97% (38/39)Margins up26% (10/39)Margins down3% (1/39)Capex planned97% (36/37)Order book rising79% (27/34)
- IT - Software (37)10%+ revenue growth73% (27/37)Margins up22% (8/36)Margins down0% (0/36)Capex planned97% (31/32)Order book rising91% (21/23)
- Realty (37)10%+ revenue growth97% (36/37)Margins up11% (4/36)Margins down0% (0/36)Capex planned100% (37/37)Order book rising75% (15/20)
- Banks (35)10%+ revenue growth97% (34/35)Margins up9% (3/35)Margins down3% (1/35)Capex planned97% (31/32)Order book rising80% (8/10)
- Electrical Equipment (33)10%+ revenue growth100% (33/33)Margins up18% (6/33)Margins down0% (0/33)Capex planned100% (32/32)Order book rising96% (25/26)
- Industrial Manufacturing (33)10%+ revenue growth97% (32/33)Margins up27% (9/33)Margins down3% (1/33)Capex planned94% (31/33)Order book rising96% (27/28)
- Textiles & Apparels (32)10%+ revenue growth97% (31/32)Margins up28% (9/32)Margins down0% (0/32)Capex planned93% (28/30)Order book rising80% (8/10)
- IT - Services (31)10%+ revenue growth87% (27/31)Margins up45% (14/31)Margins down0% (0/31)Capex planned97% (28/29)Order book rising95% (18/19)
- Retailing (31)10%+ revenue growth94% (29/31)Margins up13% (4/31)Margins down3% (1/31)Capex planned90% (26/29)Order book rising100% (3/3)
- Healthcare Services (30)10%+ revenue growth100% (30/30)Margins up38% (11/29)Margins down0% (0/29)Capex planned100% (30/30)Order book rising100% (8/8)
- Capital Markets (27)10%+ revenue growth89% (24/27)Margins up12% (3/26)Margins down0% (0/26)Capex planned100% (21/21)Order book rising75% (3/4)
- Commercial Services & Supplies (27)10%+ revenue growth89% (24/27)Margins up31% (8/26)Margins down4% (1/26)Capex planned92% (23/25)Order book rising89% (16/18)
- Leisure Services (27)10%+ revenue growth93% (25/27)Margins up19% (5/27)Margins down0% (0/27)Capex planned93% (25/27)Order book rising100% (7/7)
- Transport Services (23)10%+ revenue growth83% (19/23)Margins up26% (6/23)Margins down0% (0/23)Capex planned91% (21/23)Order book rising100% (7/7)
- Food Products (22)10%+ revenue growth86% (19/22)Margins up32% (7/22)Margins down5% (1/22)Capex planned95% (19/20)Order book rising100% (4/4)
- Agricultural Food & other Products (17)10%+ revenue growth94% (16/17)Margins up35% (6/17)Margins down0% (0/17)Capex planned93% (13/14)Order book rising100% (4/4)
- Fertilizers & Agrochemicals (17)10%+ revenue growth65% (11/17)Margins up12% (2/17)Margins down0% (0/17)Capex planned88% (15/17)Order book rising100% (2/2)
- Power (17)10%+ revenue growth94% (16/17)Margins up0% (0/17)Margins down6% (1/17)Capex planned100% (17/17)Order book rising90% (9/10)
- Aerospace & Defense (14)10%+ revenue growth100% (14/14)Margins up7% (1/14)Margins down0% (0/14)Capex planned92% (12/13)Order book rising86% (12/14)
- Cement & Cement Products (14)10%+ revenue growth57% (8/14)Margins up0% (0/14)Margins down0% (0/14)Capex planned100% (14/14)Order book rising100% (2/2)
- Beverages (12)10%+ revenue growth92% (11/12)Margins up25% (3/12)Margins down0% (0/12)Capex planned82% (9/11)Order book risingn/a (0/0)
- Automobiles (10)10%+ revenue growth100% (10/10)Margins up10% (1/10)Margins down0% (0/10)Capex planned90% (9/10)Order book rising100% (7/7)
- Entertainment (10)10%+ revenue growth80% (8/10)Margins up22% (2/9)Margins down0% (0/9)Capex planned86% (6/7)Order book rising100% (2/2)
- Insurance (10)10%+ revenue growth90% (9/10)Margins up20% (2/10)Margins down0% (0/10)Capex planned100% (4/4)Order book rising60% (3/5)
- Telecom - Services (10)10%+ revenue growth80% (8/10)Margins up10% (1/10)Margins down0% (0/10)Capex planned100% (10/10)Order book rising86% (6/7)
- Agricultural, Commercial & Construction Vehicles (9)10%+ revenue growth78% (7/9)Margins up11% (1/9)Margins down0% (0/9)Capex planned100% (8/8)Order book rising100% (3/3)
- Financial Technology (Fintech) (9)10%+ revenue growth100% (9/9)Margins up44% (4/9)Margins down11% (1/9)Capex planned75% (6/8)Order book rising100% (2/2)
- Ferrous Metals (8)10%+ revenue growth100% (8/8)Margins up25% (2/8)Margins down0% (0/8)Capex planned100% (8/8)Order book rising0% (0/1)
- Healthcare Equipment & Supplies (8)10%+ revenue growth100% (8/8)Margins up12% (1/8)Margins down0% (0/8)Capex planned100% (7/7)Order book rising100% (4/4)
- Other Utilities (8)10%+ revenue growth100% (8/8)Margins up0% (0/8)Margins down0% (0/8)Capex planned75% (6/8)Order book rising100% (8/8)
- Gas (7)10%+ revenue growth86% (6/7)Margins up0% (0/7)Margins down0% (0/7)Capex planned100% (7/7)Order book rising100% (1/1)
- Non - Ferrous Metals (7)10%+ revenue growth86% (6/7)Margins up14% (1/7)Margins down0% (0/7)Capex planned100% (7/7)Order book risingn/a (0/0)
- Other Consumer Services (7)10%+ revenue growth86% (6/7)Margins up29% (2/7)Margins down0% (0/7)Capex planned100% (7/7)Order book rising100% (4/4)
- Transport Infrastructure (7)10%+ revenue growth86% (6/7)Margins up0% (0/7)Margins down0% (0/7)Capex planned100% (7/7)Order book rising100% (2/2)
- Household Products (6)10%+ revenue growth67% (4/6)Margins up17% (1/6)Margins down0% (0/6)Capex planned83% (5/6)Order book rising0% (0/1)
- Oil (6)10%+ revenue growth83% (5/6)Margins up17% (1/6)Margins down0% (0/6)Capex planned83% (5/6)Order book rising100% (1/1)
- Personal Products (6)10%+ revenue growth100% (6/6)Margins up17% (1/6)Margins down17% (1/6)Capex planned100% (6/6)Order book risingn/a (0/0)
- Media (5)10%+ revenue growth80% (4/5)Margins up0% (0/5)Margins down0% (0/5)Capex planned100% (2/2)Order book rising100% (1/1)
Largest companies by signal
Ranked by market cap among the 1148 companies analysed. Each links to its full results page.
Largest companies guiding 10%+ revenue growth
- Reliance Industries
- Bharti Airtel · Telecom - Services
- HDFC Bank · Banks
- SBI · Banks
- TCS · IT - Software
Largest companies guiding higher margins
- Life Insurance · Insurance
- Solar Industries · Chemicals & Petrochemicals
- Tech Mahindra · IT - Software
- Tata Capital · Finance
- Cummins India · Industrial Products
Largest companies reporting a rising order book
- HDFC Bank · Banks
- TCS · IT - Software
- Larsen & Toubro · Construction
- HCL Technologies · IT - Software
- Adani Power · Power
How this is counted
We count the 1613 Q1 FY27 results pages on our results hub. 1148 of them have a call transcript, from which each page records what management guided on revenue growth and margins, and whether capex and an order book were discussed. Pages built from an investor presentation alone are counted in the 1613 but not in the percentages. These are management statements as summarised with AI and checked against the filing, not audited results.
Cite this data
Free to quote with a link back. Numbers are of 1148 companies analysed so far, as of 31 Oct 2026.
Source: Arthneeti Q1 FY27 Results Scorecard, arthneeti.com/earnings/q1-fy27/scorecard