News Highly Sensitive to Stock Price: Feb 05

Apollo Tyres

Apollo Tyres’ profit rose 39.5% to Rs 471 crore in the third quarter of this financial year. Revenue advanced by 11.8% year-on-year for the three months ended December, reaching Rs 6,928 crore. Operating income, or earnings before interest, taxes, depreciation, and amortization rose 25.2% quarter-on-quarter to Rs 1,186 crore. The Ebitda margin expanded to 15.3%. The company is going to invest Rs 5,810 crore in the capex at AndhraPlant

Medanta

Operational performance was weak for the quarter. Total revenue grew 18.8% YoY at Rs 1121cr as compared to expectation of Rs 1083cr. EBITDA margin slipped 580bps YoY at 19.4% as against estimate of 22.3%. Other Income was up36%YoY at Rs 21.8cr. Net profit declined 33.5% YoY at Rs 95cr. Company reported exceptional loss of Rs 36.6cr in the quarter. ARPOB per day was up 10% at Rs 67,361. International Patients revenue increased 33.8% YoY to Rs 64 crore. Company added 537 beds during 9M FY26. Current beds capacity stands at 3579 and this would expand to 4075 beds byMarch-2027. EPS for the quarter stood at Rs 3.54 and it stood at Rs 15.3 for 9MFY26. At CMP, the stock trades at 37x FY28E EPS and 22x FY28E EV/EBITDA.

Tamilnad Mercantile Bank

Tamilnad Mercantile Bank (TMB) delivered a strong Q3 FY26, with net profit soaring 14% YoY to Rs 342 crore. Operating profit rose 15%, while Net Interest Income climbed 13.3% to Rs 646 crore. The bank saw significant growth in advances (+16.3%) and deposits (+12.5%), coupled with improved asset quality. TMB anticipates a stronger growth cycle in FY27, focusing on MSME lending and digital transformation

Jubilant Ingrevia

Overall performance was weak for the quarter. Total revenue declined 0.5% YoY at Rs 1051cr as compared to expectation of Rs 1094cr. EBITDA margin slipped 100bps YoY at 12% as against estimate of 12.5%. Other Income remained flat YoY at Rs 9.4cr. Net profit declined 32.4% YoY at Rs 46.9cr. Company reported exceptional loss of Rs 13cr in the quarter. Speciality Chemicals revenue declined 2.2% YoY at Rs 457.6cr. Nutrition & Health revenue grew 5% YoY at Rs 201cr. Chemical Intermediates revenue declined 2% YoY at Rs 392.7cr. Board recommended dividend of Rs 2.5 per share for FY26. EPS for the quarter stood at Rs 2.97 and it was at Rs 12.12 for 9MFY26. At CMP, the stock trades at 25x FY28E EPS.

Metropolis Healthcare

Overall performance was in-line with expectation in the quarter. Revenue grew 25.8% YoY at Rs 406cr as against estimate of Rs 395cr. Operating margin improved 110bps YoY at 23.4% as against expectation of 23.8%. Net profit was up 31.8% YoY at Rs 41.4cr. Other Income surged 253% YoY at Rs 9cr. Exceptional loss for the quarter was at Rs 9.1cr. Total patient volume growth stood at 9% in the quarter. Revenue per patient for the quarter grew 6% YoY at Rs 1116. Board recommended bonus issue 3:1 (i.e. three equity shares for each share held). EPS for the quarter stood at Rs 7.94 and it was at Rs 26.7 for 9MFY26. At CMP, thestock trades at 34.5x FY28E EPS.

Andhra Paper

Revenue for the quarter grew 8.6% YoY at Rs 418.7cr. EBITDA was down 43.5% YoY at Rs 16cr. Net profit declined 15.5% YoY at Rs 9.8cr. Other Income was up87% YoY at Rs 28.7cr.

Oriental Rail

Revenue for the quarter increased 10.3% YoY at Rs 168.6cr. EBITDA margin improved 380bps YoY at 15.1%. Net profit was up 83% YoY at Rs 13.8cr. Order book position stood at Rs 1960cr as of Dec-2025.

Emcure Pharma

Overall result was in-line with expectations. Revenue for the quarter increased 20.4% YoY at Rs 2363.5cr as against expectation of Rs 2309cr. EBITDA margin improved 280bps YoY at 20.9% as against estimate of 20.5%. Reported EBITDA increased 39% YoY at Rs 493cr. EBITDA (Adj. to forex activities), operating profit was up 27.2% YoY at Rs 460cr. Net profit was up 25% YoY at Rs 243.5cr. Domestic revenue grew 15.4% YoY at Rs 1025 crore. International sales increased 24.5% YoY at Rs 1338 crore. EPS for the quarter stood at Rs 12.16 and it was at Rs 35.93 for 9MFY26. At CMP, the stock trades at 22x FY28E EPS.

Bharti Airtel Q3FY26 Result Preview

Bharti Airtel could report 18.9% YoY revenue growth to Rs 53,600 crore in Q3FY26. The company could report net profit of Rs 8,535 crore in Q3FY26. The company could report rise in ARPU by 0.5-1% QoQ in Q3FY26 in the range of Rs 258-259. The management could focus on commenting on, 5G IoT Platform, and strategies for client addition.

Bharti Hexacom Q3FY26 Result Preview

Bharti Hexacom is likely to report 5% YoY revenue growth to Rs 2,372 crore in Q3FY26. The company could report net profit of Rs 460 crore in Q3FY26. The company could report rise in ARPU by 0.5 1%QoQinQ3FY26 intherangeof Rs 252-2253.

Coal India

Coal imports for India’s power sector blending have significantly decreased. This development offers relief to domestic power plants facing high input costs. Coal India Limited is also boosting its production through modern technologies. These measures are expected to save foreign exchange and improve domestic coal utilization.

TCI

TCI reported revenue of Rs.1261 cr., up 10% year on year and up 4% quarter on quarter. It reported operating profit of Rs.162 cr. and margin of 13%. Its net profit stood at Rs.116 cr. from a profit of Rs.102 cr. in the previous year and a profit of Rs.114 cr. In previous quarter.

Aptus Value Housing Finance

The Company reported 24% YoY growth in consolidated PAT to Rs 236 crore. NII increased 12% YoY to Rs 326 crore. The Opex ratio remained largely flattish in 9M FY26 to 2.7%. Gross/Net NPA improved to 1.19%/0.90%. Its asses-under-management (AUM) as of December 31, 2025 was at Rs 12,330 crore, registering a growth of 215 YoY.

Trent

Trent reported a 36% rise in its standalone net profit to Rs 640 crore in Q3FY26, helped by higher sales amid network expansion, despite being impacted by a one-time charge of Rs 26.11 crore related to the implementation of new labour laws in India. Revenue from operations increased 16 percent to Rs 5,259 crore during the quarter under review as against Rs 4,535 crore in the year-ago period

Power Grid

Power Grid said that the Ministry of Corporate Affairs has sanctioned the amalgamation of 17 subsidiaries into two subsidiaries.

Redington India

Redington India reported a 2.6% year-on-year rise in net profit for Q3 at Rs 413.4 crore, compared with Rs 403 crore in the same period last year. The profit after tax margin for the quarter stood at 1.41%, supported by balanced growth across business segments. Revenue grew 15.7% to Rs 30,921 crore from Rs 26,716 crore in Q3FY25. EBITDA increased 3.8% to Rs 625.8 crore from Rs 603 crore a year ago, while the EBITDA margin contracted to 2% from 2.3% in the corresponding quarter of the previous year.

Marico

The company has entered into definitive agreements to make a strategic investment in Cosmix Wellness, which owns the brand Cosmix—one of India’s leading digital-first functional wellness brands. As part of the strategic investment, Marico will acquire 60 percent of Cosmix Wellness’ paid-up share capital from its founders for Rs 225.67 crore.

Waaree Energies

Waaree Solar Americas Inc., a wholly owned subsidiary of Waaree Energies Limited (“the Company”) has received an order on February 04, 2026 for supply of 150MW solar modules from a renowned customer who is a solar power developer

NHPC Ltd

While revenues were in-line at Rs 2,220.7 Cr (-1.9%YoY), EBITDA suffered as it fell to Rs 216 Cr (9.5% margin) against Rs 1,021.5 Cr (44.7% Margin) in Q3FY25. PAT for the quarter was Rs 357.9% (+8.41% YoY) as regulatory deferral account amount of Rs 1,176.08 Cr kept the quarter profitable.

Tata Power

Operational Revenue reported a decline of-9.4% YoY (-10.3% QoQ) due to halt of operations at Mundra plant throughout the quarter. EBITDA for the period was Rs 3,054 Cr, witnessing a-8.9%/-7.5% YoY/QoQ while EBITDA margins were largely similar YoY at 21.9%. PAT grew modestly YoY by 2.1% bute declined by-4.1% QoQ to Rs 1,194.41 Cr meanwhile, PAT margins improved by 100bps to 8.6% YoY.

Sterlite Technologies

The board will meet on February 7 to consider the raising of funds through the issuance of equity shares, warrants, or convertible securities by way of a preferential issue to the promoters

Source: HSL Prime Daily, 05 Feb 2026