3 Largecap Q2 FY27 Results Stocks to Watch for Future Multibagger Potential: Cholamandalam, Polycab and Lodha Developers

Q2 FY27 results stocks to watch for multibagger potential start with a simple filter: size, a clean financial record and earnings that keep growing. Cholamandalam, Polycab and Lodha Developers meet that test, with market caps from Rs 1.06 lakh crore to Rs 1.35 lakh crore and Cholamandalam offering the lowest PE of the group at 23.54. Each of these large companies grew net profit by more than 30 per cent and revenue by more than 20 per cent in the June 2026 quarter.

This list covers large companies with net profit growth above 30 per cent and revenue growth above 20 per cent in the June 2026 quarter, with complete, verifiable financials, ranked by market capitalisation. Each company has a market cap above Rs 1 lakh crore. Investors screening Q2 FY27 results stocks usually begin with size and balance sheet strength, and this list follows the same logic. All figures are as of 16 October 2026 and are drawn from NSE and BSE data and company filings.

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What Are Q2 FY27 Results Stocks and Why Do They Attract Multibagger Interest?

Q2 FY27 results stocks are shares of companies heading into the September quarter results with strong recent momentum. Companies that report fast growth in one quarter often keep it going in the next, which is why investors track them before results.

The June 2026 quarter set a high bar for each of these businesses. Companies that sustain this pace in Q2 FY27 are the ones investors compare in Q2 FY27 results stocks.

Q2 FY27 Results Stocks at a Glance: Price, Market Cap, PE, ROE and Price to Book

Prices are closing prices as of 16 October 2026. Cholamandalam has the lowest PE of the group at 23.54, while Polycab posts the highest return on equity at 22.25%.

Stock	CMP (Rs)	Market Cap (Rs Cr)	PE	Industry PE	ROE	Price to Book	52-Week Range (Rs)
Cholamandalam Investment and Finance	1,574.40	1,35,393	23.54	17.68	17.18%	4.42	1,299.40 to 1,952.50
Polycab India	8,219	1,25,388	43.16	49.96	22.25%	10.44	6,663.00 to 10,126.00
Lodha Developers	1,058.70	1,06,038	25.68	31.94	14.72%	4.64	650.80 to 1,344.95

Cholamandalam: 24.75% Profit CAGR Since FY22

Cholamandalam Investment and Finance, part of the Murugappa Group, offers vehicle finance, home loans and loans against property. It reported FY26 total income of Rs 31,538.73 crore, up 20.60% year on year, and net profit of Rs 5,228.88 crore, up 22.74%. Net profit has compounded at 24.75% a year since FY22, while total income has grown 32.50% a year.

In the June 2026 quarter, total income rose 21.81% to Rs 8,956.68 crore and net profit grew 45.56% to Rs 1,656.22 crore. The share price has gained 165.09% over five years. Domestic institutions raised their holding from 16.06% in June 2025 to 20.62% in June 2026. The stock trades at a PE of 23.54 against an industry PE of 17.68, with a return on equity of 17.18%.

Polycab: 33.79% Profit CAGR Since FY22

Polycab India is a leading maker of wires and cables in India, with a growing fast-moving electrical goods business. It reported FY26 revenue of Rs 29,120.04 crore, up 28.76% year on year, and net profit of Rs 2,708.43 crore, up 32.41%. Net profit has compounded at 33.79% a year since FY22, while revenue has grown 24.06% a year. Operating margin was 14.69% in FY26. The debt-to-equity ratio is 0.02, which keeps interest costs low.

The stock trades at a PE of 43.16 against an industry PE of 49.96, below the sector average, with a return on equity of 22.25%. In the June 2026 quarter, revenue rose 38.90% to Rs 8,314.65 crore and net profit grew 32.84% to Rs 796.65 crore. The share price has gained 230.55% over five years. Foreign investors raised their holding from 11.44% in June 2025 to 19.00% in June 2026.

Lodha Developers: 29.80% Profit CAGR Since FY22

Lodha Developers (formerly Macrotech Developers) is a leading residential developer in the Mumbai Metropolitan Region, with projects in Pune and Bengaluru. It reported FY26 revenue of Rs 17,119.50 crore, up 20.82% year on year, and net profit of Rs 3,430.70 crore, up 24.00%. Net profit has compounded at 29.80% a year since FY22, while revenue has grown 15.79% a year. Operating margin was 32.23% in FY26. The debt-to-equity ratio is 0.42.

In the June 2026 quarter, revenue rose 40.61% to Rs 5,096.70 crore and net profit grew 103.39% to Rs 1,373.10 crore. The share price has gained 78.95% over five years. Domestic institutions raised their holding from 2.20% in June 2025 to 3.57% in June 2026. The stock trades at a PE of 25.68 against an industry PE of 31.94, below the sector average, with a return on equity of 14.72%.

Q2 FY27 Results Stocks: Financial Comparison on Growth and Margins

The table compares scale and growth across these Q2 FY27 results stocks. Latest quarter means the most recent reported quarter for each company, and only metrics that are positive for every company are shown.

Stock	Total Income (Rs Cr)	Net Profit (Rs Cr)	Income Growth (YoY)	4-Year Income CAGR	4-Year Net Profit CAGR
Cholamandalam	31,538.73	5,228.88	20.60%	32.50%	24.75%
Polycab	29,120.04	2,708.43	28.76%	24.06%	33.79%
Lodha Developers	17,119.50	3,430.70	20.82%	15.79%	29.80%

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Institutional Holding in Cholamandalam, Polycab and Lodha Developers

Institutional holding shows who is backing these Q2 FY27 results stocks alongside the promoter. The table uses the latest reported quarter for each. Cholamandalam has the deepest institutional backing, with FII and DII together holding 45.07% as of June 2026. Domestic institutions increased their holding over the past year in Cholamandalam (from 16.06% to 20.62%) and Lodha Developers (from 2.20% to 3.57%).

Stock	Promoter	FII	DII	Public	Quarter
Cholamandalam	49.22%	24.45%	20.62%	5.70%	June 2026
Polycab	61.46%	19.00%	7.62%	11.92%	June 2026
Lodha Developers	70.31%	23.65%	3.57%	2.47%	June 2026

Risks to Weigh in Q2 FY27 Results Stocks

Being careful with Q2 FY27 results stocks means looking at what can slow the story as well as what can speed it up. Four points matter most:

• One strong quarter does not make a trend.
• Results can move prices sharply on the day.
• Valuation: Cholamandalam trades at a PE of 23.54 against an industry PE of 17.68, so earnings need to keep growing to support the price.
• Concentration: Holding all 3 names puts the allocation in one sector, so size each position to match your risk appetite.

How to Choose Between Q2 FY27 Results Stocks

Picking from Q2 FY27 results stocks comes down to four checks, applied in order.

1. Check asset quality and net interest margin first, then return on equity and price to book. Debt-to-equity does not apply to lenders.
2. Compare each PE with the industry PE (17.68 to 49.96) and ask whether the growth rate justifies any gap.
3. Track quarterly revenue growth, net profit growth and management commentary in every result.
4. Stagger entries across quarters and review institutional holding every reporting season.

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Conclusion

Among Q2 FY27 results stocks, Cholamandalam stands out for the lowest PE of the group at 23.54, Polycab for the highest return on equity at 22.25% and Lodha Developers for the strongest latest-quarter profit growth at 103.39%. Which one suits a portfolio depends on how much valuation risk it can carry, so staggering entries and reviewing each quarterly result is a sound habit. Investors comparing Q2 FY27 results stocks should rank them on growth, financial strength and the price paid, and anyone who wants personalised guidance can consult a SEBI-registered advisor before acting.

Frequently Asked Questions on Q2 FY27 Results Stocks to Watch

Which are the best Q2 FY27 results stocks to watch for multibagger potential?

Ans. Cholamandalam, Polycab and Lodha Developers are the 3 names this list highlights, with market caps of Rs 1,35,393 crore, Rs 1,25,388 crore and Rs 1,06,038 crore respectively. Cholamandalam is notable for the lowest PE of the group at 23.54. Polycab stands out for the highest return on equity at 22.25%. Lodha Developers offers the strongest latest-quarter profit growth at 103.39%. These are watchlist names for Q2 FY27 results stocks, not recommendations, so match each one to your own risk profile and time horizon.

Is Polycab a good stock for long-term investors?

Ans. Polycab has a return on equity of 22.25%, a PE of 43.16 against an industry PE of 49.96 and a market cap of Rs 1,25,388 crore. Net profit has compounded at 33.79% a year since FY22, and FY26 revenue rose 28.76% while June 2026 quarter net profit grew 32.84%. Long-term returns in Q2 FY27 results stocks depend on earnings growth and the price paid at entry, so staggering purchases and consulting a SEBI-registered advisor is sensible.

Can Lodha Developers become a multibagger from here?

Ans. Lodha Developers has already gained 78.95% in five years, so another multi-fold move would need sustained earnings growth. A multibagger outcome in Q2 FY27 results stocks requires earnings to keep growing faster than the market for several years. Net profit has compounded at 29.80% a year since FY22, and FY26 revenue rose 20.82%. At a PE of 25.68 against an industry PE of 31.94, valuation should be checked against that growth before investing.

What is the market cap of Cholamandalam, Polycab and Lodha Developers?

Ans. As of 16 October 2026, Cholamandalam has a market cap of Rs 1,35,393 crore, Polycab has a market cap of Rs 1,25,388 crore and Lodha Developers has a market cap of Rs 1,06,038 crore. All of them qualify as largecaps. Market cap changes daily with the share price, so check the latest figure on the Univest Screener or on NSE before taking a decision on Q2 FY27 results stocks.

What are the risks of investing in Q2 FY27 results stocks?

Ans. The main risks are strong quarters that do not repeat, sharp price moves on result days and valuations that already reflect growth. Companies with steady order books and clear guidance handle these better. Cholamandalam trades at a PE of 23.54 against an industry PE of 17.68, so earnings growth needs to hold up.

Why is Cholamandalam trading at a PE of 23.54?

Ans. Cholamandalam's PE of 23.54 compares with an industry PE of 17.68. The market is paying a premium for a return on equity of 17.18%, profit growth of 24.75% a year since FY22 and latest-quarter profit growth of 45.56%, which also means the stock is more sensitive if growth slows. Investors in Q2 FY27 results stocks who are comfortable with higher valuation risk may prefer to stagger purchases instead of investing in one go.

How much do institutions hold in Cholamandalam, Polycab and Lodha Developers?

Ans. As of the latest reported quarter, FII and DII together hold 45.07% of Cholamandalam (24.45% and 20.62%), 26.62% of Polycab (19.00% and 7.62%) and 27.22% of Lodha Developers (23.65% and 3.57%). Rising institutional holding is a useful signal in Q2 FY27 results stocks, though it should be read with earnings trends rather than on its own.