News Highly Sensitive to Stock Price: Feb 04

Aditya Birla Capital

Aditya Birla Capital reported a 41% YoY rise in consolidated PAT to Rs 983 crore for Q3FY26, driven by strong growth across its lending, asset management
and insurance businesses. Consolidated revenue for the quarter increased 30% YoY to Rs 14,181 crore. The company’s overall lending portfolio, comprising its NBFC and housing finance businesses, grew 30%/7% YoY/QoQ to Rs 1,90,386 crore. Life insurance individual first-year premium increased 19% YoY to Rs 3,076 crore in 9M FY26, while health insurance gross written premium rose 39% YoY toRs 4,651 crore.

DAM Capital

Revenue for the quarter declined 33% YoY at Rs 70cr. EBITDA was down 54% YoY at Rs 32.8cr. Net profit slipped 61% YoY at Rs 20.1cr.

Sheela Foam

Overall result was strong in the quarter. Revenue for the quarter increased 11.1% YoY at Rs 1074.4cr as against estimate of Rs 1035cr. EBITDA was up 29.6% YoY at Rs 114.4cr. Operating margin expanded 150bps YoY and 65bps QoQ at 10.65% as compared to expectation of 10.2%. Finance cost declined 41% YoY at Rs 17cr. Net profit surged 212% YoY at Rs 52.1cr. Other Income was up 96% YoYat Rs 15.7cr. Standalone Mattress volume growth stood at 11% for 9M FY26. Mattress revenue grew 9% YoY at Rs 1102cr for 9M FY26. EPS for the quarter stood at Rs 4.76 and it was at Rs 6.25 in 9MFY26. At CMP, the stock trades at 23x FY28E EPS.

Castrol India Ltd Q4CY25 Results: Review

Castrol India Ltd revenue was inline with estimates, this was eighth consecutive quarter of growth, driven by sustained volume momentum and net profit was above expectations in Q4CY25. Net Sales grew by 6.4% YoY to Rs 1,440 crore in Q4CY25, and reported 5.7% QoQ growth. Volumes grew 8% YoY, led by core automotive business, continued scale up of industrial business and expansion of distribution network deep into rural India. EBITDA surged to Rs 368 crore in Q4CY25 vs. Rs 376 crore in Q4CY24 and it stood at Rs 323 crore in Q3CY25 and EBITDA margin stood at 25.5% in Q4CY25 vs. 27.8% in Q4CY24 and 23.7% in Q3CY25. Net Profit slipped 9.9% YoY to Rs 245 crore in Q4CY25, vs. Rs 271 crore in Q4CY24 and Rs 228 crore in Q3CY25 and PAT margin stood at 17% in Q4CY25 vs. 20% in Q4CY24, 16.7% in Q3CY25.

Oil and Gas

Indian refiners have not received government orders to cease Russian oil purchases, despite a recent trade deal with the U.S. While some refiners have paused new orders and are preparing to scale back imports, existing February and March cargoes are expected to be completed. A complete halt would significantly impact operations at the Russia-backed Nayara Energy refinery.

Coal India

Coal India Ltd. has upgraded the pay scale of its executives up to the mid-level, with notional effect from January 1, 2017. The financial impact of the pay revision will, however, be payable prospectively from August 23, 2023. The total estimated financial impact of the upgradation for the period up to December 31, 2026 is approximately Rs 3,400 crore.

Varroc Engineering

Varroc announced a strategic contract win with a leading global electric vehicle (EV) original equipment manufacturer (OEM) for the supply of AC bi-directional wall chargers for electric vehicles. At peak capacity, the estimated annual business value is Rs 4,39 crore, equivalent to approximately $48 million

Bajaj Finance

Bajaj Finance reported a consolidated PAT of Rs 3,978 crore for Q3FY26, marking a 6% YoY fall. NII increased by 21% YoY to Rs 11,317 crore. The firm’s assets under management (AUM) grew 22% to Rs 4,85,883 crore. Gross non performing assets (GNPA) margin and net NPA margin stood at 1.21 percent and 0.47 percent respectively in Q3 FY26, as against 1.12 percent and 0.48 percent in the same period of FY25.

Firstsource Solutions

Q3FY26 profit declined 25% to Rs 120.3 crore Vs Rs 160.3 crore, Revenue jumped 18.2% to Rs 2,467.4 crore Vs Rs 2,087.9 crore. Exceptional loss stood at Rs 100.1 crore Vs gains of Rs 8.8 crore

Power Grid

Power Grid Corporation of India Limited, pursuant to its selection as the successful bidder under Tariff based competitive bidding, has acquired SR and ER Power Transmission Limited, the Project SPV to establish “Inter-Regional Strengthening between SR Grid and ER Grid”, on build, own, operate and transfer (BOOT) basis from the Bid Process Coordinator– PFC Consulting Limited (PFCCL). The project comprises 765 kV D/c Transmission Lines traversing in the states of Odisha & Andhra Pradesh along with associated line bays and reactors works at both ends. SRERPTL was acquired for an aggregate value of about Rs. 19.63 Crore

Rashi Peripherals

Overall result was strong in the quarter. Revenue for the quarter increased 42.6% YoY at Rs 4030cr. EBITDA was up 87.7% YoY at Rs 131cr. Operating margin expanded 75bps YoY at 3.25%. Net profit surged 131% YoY at Rs 73.5cr.

Mankind Pharma

Overall performance was in-line with expectations. Total revenue grew 11.5% YoY at Rs 3567cr as against estimate of Rs 3529cr. EBITDA margin improved 30bps YoY at 25.8% as against expectation of 26%. Gross margin expanded 170bps YoY and 130bps QoQ at 72.6%. Net profit was up 9.4% YoY at Rs 408.8cr. Finance cost declined 29% YoY at Rs 157.2cr. Domestic business reported a growth of 11% YoY at Rs 3046cr. Exports sales were up 14% YoY at Rs 521cr. EPS for the quarter stood at Rs 9.9 and it stood at Rs 32.9 for 9MFY26. At CMP, the stock trades at 29x FY28E EPS.

Godrej Agrovet

Overall performance was in-line with expectations in the quarter. Revenue for the quarter grew 11.2% YoY at Rs 2718.3cr as against estimate of Rs 2677cr. Operating margin contracted 10bps YoY at 8.9% as against expectation of 9.2%. Net profit was up 3% YoY at Rs 114.8cr. Other Income increased 111% YoY at Rs 18.35cr. Exceptional loss for the quarter was at Rs 30.44 crore. Animal feed revenue grew 1.9% YoY at Rs 1298cr. Palm Oil business reported a growth of 27% at Rs 618cr. Crop Protection business grew 33% YoY growthat Rs 261cr. EPS for the quarter stood at Rs 5.97 and it was at Rs 19.13 for 9M FY26. At CMP, the stock trades at 19x FY28E EPS.

Aarti Drugs

Revenue for the quarter grew 8% YoY at Rs 601.7cr. EBITDA margin slipped 190bps YoY at 9.3%. It was on account of inventory related factors. Net profit was up 45.2% YoY at Rs 40.5cr on tax reversal. PBT for the quarter declined 26% YoY at Rs 29cr.

Aether Industries

Overall result was strong in the quarter. Revenue for the quarter increased 44.3% YoY at Rs 317.1cr as against estimate of Rs 293cr. EBITDA was up 71% YoY at Rs 110.6cr. Operating margin expanded 540bps YoY at 34.8% as compared to expectation of 32%. Net profit surged 48.8% YoY at Rs 64.5cr. Other Income slipped 99% YoY at Rs 0.1cr. Company spent Rs 60.6cr towards R&D or 7% of revenue in 9M FY26. During 9MFY26, Pharma contributed to 34% of sales, Oil & Gas at 20%, Material Science at ~18%, Agro at ~13% and the balance from other segments. EPS for the quarter stood at Rs 4.86 and it was at Rs 12.47 in 9MFY26. At CMP, the stock trades at 39.5x FY28E EPS.

Rubicon Research

Overall result was strong in the quarter. Revenue for the quarter increased 51.7% YoY at Rs 475.5cr. EBITDA was up 54.7% YoY at Rs 108cr. Operating margin improved 40bps YoY at 22.7%. Net profit was higher by 91.2% YoY at Rs 72.8cr. R&D expenses stood at Rs 52.3cr vs. Rs 26cr in Q3FY25. For 9M FY26, R&D expenses were at Rs 134cr or 11% of revenue. In dollar terms, revenue stood at $53 mn for Q3 FY26, up 46% YoY and up14%QoQ.

Kansai Nerolac

Q3FY26 profit sinked 82.2% to Rs 121.4 crore Vs Rs 680.9 crore; Revenue increased 3.1% to Rs 1,982 crore Vs Rs 1,921.9 crore. Exceptional loss stood at Rs 44.7 crore Vs gain of Rs 629.51 crore

Pidilite Indsutries

Q3FY26 net profit rose 11.9% to Rs 623.84 crore from Rs 557 crore in the same period last year. The company’s revenue grew 10.1% year-on-year to Rs 3,709.9 crore from Rs 3,369 crore. EBITDA for the quarter was Rs 894.4 crore, up 12% from Rs 798 crore YoY, while the margin improved to 24.1% from 23.7% in the year-ago period

IRFC

has entered into a strategic tripartite Memorandum of Understanding (MoU) with V.O. Chidambaranar Port Authority IRFC (VOCPA) and Sagarmala Finance Corporation to jointly explore structured financing for the development of the Outer Harbour Project at V.O. Chidambaranar Port, along with other port-led and multimodal connectivity projects.

NBCC

The company has received construction orders worth Rs 39.19 crore from the Institute of Cost Accountants of India (ICMAI), and an order worth Rs 232.13 crore from the Department of Fisheries, Uttarakhand, for the construction of the proposed Namami Ganga Aquarium-cum-Discovery Learning Centre at Pashulok, Uttarakhand.

Source: HSL Prime Daily, 04 Feb 2026

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