Sign in to fuzzto save your conversations, follow your research and come back anytime.
Groww
SectorFinancial Services
In the news
SEBI's CAS Fix: What Changed and What It Means for Traders
Nomura Bets on Paytm, Dhoot Transmission, Bharti Hexacom with 33% Upside
Groww profit jumps 54% to ₹725 cr, diversifies revenue mix amid CAS
Groww Q2 Results: Net Profit Up 54% YoY to ₹726 Cr, Non-F&O Segments Drive Growth
High Oil Prices Emerge as Biggest Earnings Risk: Groww MF
Groww Completes US Stock Investing Rollout Amid AI Wave
Macquarie picks 4 stocks with up to 37% upside potential
FTSE Rebalancing: What It Means for India's New Market Entrants
Peak XV Partners sells ₹1,756 cr Groww stake; Groww MF buys Kanohar
Sebi's CAS changes may reduce F&O reliance, says Kotak
Groww adds 2.23 lakh clients in August, Jefferies sees MTF growth potential
Groww AMC completes ₹580 cr State Street investment deal
Groww AMC's Tiwari on small-cap, thematic funds strategy
₹80,000 crore block deals hit 14-month high amid market selloff
Groww stock drops 3.19% after ₹2,500-cr block deal execution
Rubicon Research hits record high; Groww parent declines on block deals
Major Block Deals Worth ₹8,500+ Crore Change Hands Today
Regulatory Shifts and Strategic Bets: Corporate Performance Drivers Across Diversified Sectors
Groww falls 4% after Ribbit Capital block deal; most active stock
Market Experts Share Buy, Sell & Hold Recommendations
The Quarter story
The two most recent quarterly results, compared side-by-side.
Margins hold up as commodities, mutual funds, and lending gain mix
Commodity Derivatives revenue contribution rose from 3.5% in Q3 FY26 to 6.2% in Q2 FY27 — commodity is becoming a bigger earnings mix
Equity Derivatives revenue contribution fell from 57% in Q2 FY26 to 44.8% in Q2 FY27 — equity derivatives are earning a smaller share of revenue
Mutual Funds market share rose from 13.1% in Q2 FY26 to 14.8% in Q2 FY27 — stronger position in mutual fund distribution
Equity Derivatives retail market share fell from 17.3% in Q2 FY26 to 11.0% in Q2 FY27 — retail derivatives share has stabilized at a lower level
Margin Trading Facility revenue contribution rose from 5% in Q2 FY26 to 10.1% in Q2 FY27 — lending products are earning more
Stocks retail market share rose from 5% in Q2 FY26 to 15.4% in Q2 FY27 — retail equity presence improved sharply
PAT margin improved from 44% in Q2 FY26 to 47% in Q2 FY27 — profitability held up despite mix changes
Company insights, generated from the most recent coverage.
Bansal's framing that volatility lifts activity while regulatory disruption suppresses it means a volatile Q3 could mask the CAS fix entirely. Volume normalisation will be hard to measure even if it happens.
Equity derivatives fell to 44.8% of Groww's Q2 FY27 income from 56.9% a year earlier, with segment revenue down 14.3% QoQ. The denominator is the story: MTF rose to 10.1% of income from 4.7%, so flat F&O volumes will still read as a shrinking derivatives business.
Management flagged Q3 FY27 as the first clean read on whether the Dec 7, 2026 CAS fix restores F&O volumes. Q2 is contaminated by CAS friction, so don't extrapolate its derivatives decline.