The season so far
94%
of companies guided revenue growth of 10% or more
60 of 64 that discussed it
43%
of companies guided higher margins
27 of 63 that discussed it
0%
of companies guided lower margins
0 of 63 that discussed it
98%
of companies said new capex is planned
59 of 60 that discussed it
86%
of companies reported a rising order book
30 of 35 that discussed it
Percentages are of 64 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: 64 companies that discussed it.
- Strong growth9% · 6
- Good growth56% · 36
- Moderate growth28% · 18
- Slow growth6% · 4
- Revenue decline0% · 0
Margins
Margin change management guided on the call. Base: 63 companies that discussed it.
- Margins up27% · 17
- Margins slightly up16% · 10
- Margins steady57% · 36
- Margins slightly down0% · 0
- Margins down0% · 0
Capex
Whether management said new capital investment is planned. Base: 60 companies that discussed it.
- Capex planned98% · 59
- No capex planned2% · 1
Order book
Whether management reported a rising order book. Base: 35 companies that discussed it.
- Order book rising86% · 30
- Order book flat14% · 5
By sector
Sectors with at least 5 companies analysed. Each percentage is of that sector's companies that discussed the topic.
- Industrial Products (9)10%+ revenue growth100% (9/9)Margins up33% (3/9)Margins down0% (0/9)Capex planned100% (9/9)Order book rising67% (4/6)
Largest companies by signal
Ranked by market cap among the 64 companies analysed. Each links to its full results page.
Largest companies guiding 10%+ revenue growth
- REC Ltd · Finance
- Mazagon Dock Shipbuilders Ltd · Industrial Manufacturing
- Anant Raj Ltd · Realty
- ASM Technologies Ltd · IT - Software
- Ramky Infrastructure Ltd
Largest companies guiding higher margins
- Bayer Crop Sci. · Fertilizers & Agrochemicals
- Bhageria Industries Ltd · Chemicals & Petrochemicals
- Remus Pharmaceuticals Ltd · Pharmaceuticals & Biotechnology
- Sahana Systems Ltd · IT - Services
- Taurian MPS Ltd · Industrial Manufacturing
Largest companies reporting a rising order book
- REC Ltd · Finance
- Mazagon Dock Shipbuilders Ltd · Industrial Manufacturing
- Ramky Infrastructure Ltd
- Fischer Medical Ventures Ltd · Healthcare Equipment & Supplies
- Sahana Systems Ltd · IT - Services
How this is counted
We count the 1466 Q2 FY26 results pages on our results hub. 64 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 1466 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 64 companies analysed so far, as of 17 Oct 2026.
Source: Arthneeti Q2 FY26 Results Scorecard, arthneeti.com/earnings/q2-fy26/scorecard
