INDIA MARKET LENS
Companies2 outlets◆ MixedQuarterly Results

Q2 results: IDFC First Bank, Castrol India, JK Cement, 30 more on Oct 24

IDFC First Bank is in focus in a quarterly results development for Q2FY27 with Oct 24 in focus.

· BS Companies, NDTV Profit

Q2FY27 company results: Firms including Kotak Mahindra, AU Small Finance Bank, Kajaria Ceramics, Netweb Technologies, and Apollo Micro Systems are also to release their July-September earnings…

Continue in the original report ↗
Period
Q2FY27
Dates in focus
Oct 24

Against that, the stock is -1.9% on the day at ₹72.00, and has returned -15.1% over three months. It sits 18% below its 52-week high. The banks sector has moved -6.0% over the same period, so IDFC First Bank is running 9.1 points behind its peers.

For IDFC First Bank, the question is how much of this is already reflected in the price and how much re-rates the banks peer set alongside it.

  • Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
  • The 6 companies named span 4 sectors, so these are separate company stories rather than one sector-wide move.
  • On the day, 3 of 6 are higher: Kajaria Ceramics leads at +0.6% and JK Cement trails at -2.2%.
  • Over three months: IDFC First Bank -15.1% against Banks -6.0% (9.1 points behind); Castrol India +1.7% against Oil & Energy -5.7% (7.4 points ahead); JK Cement -14.0% against Cement & Construction -15.2% (1.2 points ahead); Kotak Mahindra Bank +18.5% against Banks -6.0% (24.5 points ahead).
Figures for the companies in this story
CompanyPriceDay1M3MFrom 52-wk highVolume vs 20-dayMarket cap
IDFC First BankIDFCFIRSTB · Banks₹72.00-1.9%-11.6%-15.1%-18.1%1.7×—
Castrol IndiaCASTROLIND · Oil & Energy₹188.00+0.2%-6.2%+1.7%-6.8%1.3×—
JK CementJKCEMENT · Cement & Construction₹4,785.50-2.2%-5.7%-14.0%-23.4%1.1×—
Kotak Mahindra BankKOTAKBANK · Banks₹461.60+0.6%+10.7%+18.5%0.0%0.9×—
AU Small Finance BankAUBANK · Banks₹864.00-1.9%-14.5%-16.2%-23.4%1.6×—
Kajaria CeramicsKAJARIACER · Paints & Building Materials₹1,109.20+0.6%-10.2%-7.0%-12.0%1.4×—

Banks

1M -3.4% · 3M -6.0%

IDFC First Bank, Kotak Mahindra Bank, AU Small Finance Bank

Oil & Energy

1M -4.8% · 3M -5.7%

Castrol India

Cement & Construction

1M -5.4% · 3M -15.2%

JK Cement

Paints & Building Materials

1M -6.7% · 3M -15.3%

Kajaria Ceramics

Prices as of 30 Oct 2026, 16:10 IST. Sector moves are the average of the stocks we track in each sector.

IDFCFIRSTBCASTROLINDJKCEMENTKOTAKBANKAUBANKKAJARIACERBanksOil & EnergyCement & ConstructionPaints & Building Materials