2026 Profit

• Engineers India reported stronger profits for the first quarter of 2026, as detailed in their latest earnings call transcript. • The company's stock has performed strongly over the past year, delivering a total return of 47% with a low beta of 0.56, indicating lower volatility than the general market. • Financial health remains robust, with the firm maintaining more cash than debt on its balance sheet and a track record of strong five-year returns.

• Tata Motors reported a decline in profits for the first quarter of 2026, despite a significant surge in electric vehicle (EV) adoption within the Indian market. • CFO Dhiman Gupta addressed investor inquiries regarding the company's strategic marketing efforts and roadshows for the upcoming Type 01 model. • The results highlight a complex financial period where growth in the green energy sector is being offset by other operational pressures or costs.

• U.S. Bancorp reported strong Q2 2026 financial results, with net income reaching $2.2 billion and earnings per share (EPS) hitting $1.35. • Total revenue grew by 10.1% to $7.7 billion, supported by improved credit metrics and the successful completion of the BTIG acquisition. • These results are significant for investors as they demonstrate the bank's ability to manage interest rate conditions and maintain profitability through higher margins.

• Abu Dhabi's investment arm, 2PointZero Group, reported a net profit of Dh7.7bn and revenue of Dh21.9bn for the first half of 2026. • Financial growth was primarily driven by global expansion efforts and the divestment of Taqa, resulting in an operating cash flow of Dh3.4bn. • The group expanded its international footprint by acquiring Traverse Midstream for $2.25bn following the reporting period.

• Logistea reported a 27% increase in profit for Q2 2026, alongside acquisitions totaling 1.7 billion SEK. • The company's revenue remains heavily concentrated in the Nordics, with 94% of net operating income (NOI) coming from Sweden (57%), Norway (23%), Denmark (6%), and Finland (5%). • Nordic properties provide stable returns with average net initial yields between 6.3% and 7.8% and weighted average lease terms of 8.4 to 9.2 years.

• Major Japanese companies are projected to achieve record net profits for the sixth consecutive year in the current fiscal year. • This growth is primarily driven by a robust technology sector fueled by the global boom in artificial intelligence demand. • The AI-led surge is expected to outweigh the negative impact of rising input costs resulting from conflicts in the Middle East.

• HSBC Holdings plc announced a quarterly profit before tax of 10.1 billion US dollars for the quarter ended March 31, 2026, excluding notable items, demonstrating strong earnings performance in the first quarter. • The bank approved a first interim dividend for 2026 of 10 US cents per share, signaling confidence in financial performance and commitment to shareholder returns. • The results reflect HSBC's continued profitability across its global operations despite persistent economic headwinds and competitive pressures in banking sector margins.

• Ally Financial swung to profitability in Q1 2026, reporting net income of $319 million and diluted EPS of $0.93, reversing a $225 million loss and $0.82 loss per share from the prior year. • Total net revenue climbed to $2.102 billion from $1.541 billion year-over-year, driven by higher net financing revenue of $1.589 billion and significantly smaller investment losses. • Noninterest expenses fell sharply to $1.235 billion from $1.634 billion, demonstrating improved cost management and operational efficiency despite modest credit cost increases.

• Morgan Stanley announced Q1 2026 results on May 5, with net revenues reaching $20.6 billion, a 16% increase from the prior year, and net income applicable to shareholders at $5.4 billion, up 30%. • Diluted EPS rose to $3.43 from $2.60, while ROE hit 21.0% and ROTCE achieved 27.1%, surpassing the firm's 20% ROTCE target. • Institutional Securities revenues surged 19% to $10.7 billion, fueled by strong Markets performance and a 36% rebound in Investment Banking, particularly Advisory; Wealth Management grew 16% to $8.5 billion with $118.4 billion in net new assets.

• U.S. Bancorp (NYSE: USB) reported Q1 2026 net income of $1,945 million, up from $1,709 million year-over-year, with earnings per share rising 14.6% to $1.18. • Total net revenue reached $7,288 million, driven by 3.8% average loan growth, 1.7% deposit growth, wider net interest margins, and stronger fee income. • The company announced a pending acquisition of BTIG for up to $1 billion in cash and stock, plus performance-based earn-outs, to expand its capabilities.

• Grab Holdings Limited announced Q1 2026 results on May 5, with revenue surging 24% year-over-year to $955 million, driven by On-Demand and Financial Services growth in Southeast Asia. • On-Demand GMV rose 24% to $6.1 billion, monthly transacting users increased 16% to 51.6 million, and adjusted EBITDA hit a record $154 million, up 46% with a 16.2% margin. • Profit for the period climbed to $120 million from $10 million last year, boosted by operating improvements and a $95 million gain in fair value of financial assets.