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Q2FY26 Decoded: Growth, Margins, Guidance-Who Really Won?

EPISODE · Nov 20, 2025 · 43 MIN

Q2FY26 Decoded: Growth, Margins, Guidance-Who Really Won?

from The SOIC Podcast · host SOIC

Send us Fan MailThis special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Banks/NBFCs, Auto Ancillaries, Shipbuilding, Telecom, Ports & Airports, to strong performers in Diagnostics, Ratings, and Power.You’ll also learn how earnings downgrades are bottoming out, which sectors show early strength for H2, and the concalls every serious investor should read. Packed with insights, frameworks, and practical habits, this episode will sharpen your research process and help you understand where the next set of opportunities may emerge.

What this episode covers

Send us Fan Mail This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Banks/NBFCs, Auto Ancillaries, Shipbuilding, Telecom, Ports & Airports, to strong performers in Diagnostics, Ratings, and Power. You’ll also learn how earnings downgrades are bottoming out, which sectors show early strength for H2, and the concalls ever...

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Q2FY26 Decoded: Growth, Margins, Guidance-Who Really Won?

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How long is this episode of The SOIC Podcast?

This episode is 43 minutes long.

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This episode was published on November 20, 2025.

What is this episode about?

Send us Fan MailThis special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings,...

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