News Highly Sensitive to Stock Price: Jan 05

Bank of Baroda

Global business up 12.2% YoY at Rs 28.9 lakh crore. Global deposits rose 10.3% to Rs 15.5 lakh crore, while domestic deposits grew 11% to Rs 13.1 lakh crore. Global advances increased 14.6% to Rs 13.4 lakh crore, and domestic advances rose 13.5% to Rs 10.9 lakh crore. Domestic retail advances were up 17.3% at Rs 2.9 lakh crore.

Sobha

Realty firm posted its highest-ever quarterly real estate sales, achieving a total sales value of Rs 2,115 crore in Q3 FY26, up 52.3% from Rs 1,389 crore in Q3 FY25 and 11.2% from Rs 1,903 crore in Q2 FY26. Sobha’s share of the sales value reached Rs 1,818 crore, representing 85.9% of total sales. The quarter saw new sales covering 1.37 million square feet, with an average price realisation of Rs 15,436 per square foot. The company launched its first project in Mumbai, Sobha Inizio, marking its entry into a new city.

V2 Retail

The company’s standalone revenue rose 57% YoY to Rs 927 crore during the December quarter. The growth was supported by steady demand across its core markets and continued focus on expanding its physical retail footprint. Same-store sales growth was at 2% on a year-on-year basis, indicating stable performance from its existing stores despite a challenging consumption environment in parts of the retail sector.

KPI Green Energy

Subsidiary of the Company has received LoI for development of Standalone Battery Energy Storage System (BESS) Projects with aggregate capacity of 445 MW / 890 MWh from Gujarat Urja Vikas Nigam Limited (GUVNL) under tariff-based competitive bidding with Viability Gap Funding (VGF).

NHPC Ltd

Board of Directors of the company has scheduled a meeting to consider and approve the proposal for raising of funds through issue of Unsecured, Redeemable, Taxable, Non-Convertible, Non Cumulative Bonds up to Rs 2,000 crore in one or more tranche through private placement.

L&T

The Minerals & Metals (M&M) business vertical of L&T has secured major orders from the Steel Authority of India Limited (SAIL) and other customers, for EPC projects and products in the domestic metals sector. SAIL plans to increase the crude steel capacity of the IISCO Steel Plant at Burnpur, West Bengal, from 2.5 MTPA to 6.5 MTPA. As part of this expansion, M&M has been awarded the complete engineering, procurement and installation package for critical process plants.

Amber Enterprises

Amber Enterprises received Rs 4,700 crore investment PCB manufacturing clearance under ECMS.

Baazar Style Retail

Baazar Style Retail reported revenue from operations up 13% at Rs 467 crore. Sales per square foot fell 15% to Rs 704 per month. Preponement of festive sales impacted same-store sales growth, which declined 14% YoY.

Bajaj Housing Finance

Bajaj Housing Finance reported Q3 gross disbursements up 31.5% YoY at Rs 16,535 crore. Assets under management as of December 31 grew 23% to Rs 1.33 lakh crore, while loan assets increased 22.7% to Rs 1,17,290 crore.

Bansal Wire

Q3FY26 sales volume stood at 1,21,702 MT, representing a growth of 31.7% YoY and 6.2% QoQ. 9MFY26 Sales Volume at 3,40,411 MT, reflecting a strong 37.9% YoY growth. Its expanded capacity of 618,000 MTPA has been instrumental in meeting the robust demand from infrastructure and automotive industries.

Corona Remedies

Revenue for the quarter grew 15% YoY at Rs 361.1 crore. Operating margin improved 43bps YoY at 21.7%. Gross margin was up 90bps YoY at 81%. Net profit was up 21.6% YoY at Rs 52.3 crore. EPS for the quarter stood at Rs 8.55 and it was at Rs 16.1 for H1FY26. At CMP, the stock trades at 28.5x FY28E EPS

Bajaj Finance

AUM increased 22% YoY to ~Rs 4.86 lakh crore. During the December quarter, Bajaj Finance added 4.76 million customers. New loans booked during Q3 FY26 rose 15% YoY to 13.90 million.

Ujjivan Small Finance Bank

The gross loan book increased 21.6% YoY to Rs 37,055 crore. Total deposits stood at Rs 42,219 crore, registering a YoY growth of 22.2%. CASA deposits rose 33.1% year-on-year to Rs 11,533 crore, while the CASA ratio improved to 27.3% from 25.1% a year ago.

Bandhan Bank

Bandhan Bank’s advances grew 10% YoY to Rs 145,227 crore in Q3FY26. Total deposits rose 11.1% to Rs 156,723 crore. Retail deposits showed strong growth, increasing by 17.2%. The bank’s collection efficiency improved to 98.1% in December 2025. Liquidity coverage ratio remained comfortable at 149.14%.

Yes Bank

Advances in Q3FY26 increased 5.2% YoY to Rs 257,508 crore. Deposits stood at Rs 292,484 crore, up 5.5% YoY. The bank’s CASA grew 8.5% YoY increase, with a CASA ratio including CDs at 34.0%, up from 33.1% a year ago.

RBL Bank

Gross advances increased 13% YoY to Rs 1,04,502 crore. Secured retail advances grew 24%. Total deposits stood at Rs 1,19,721 crore, registering a 12% YoY increase. CASA deposits rose 6% YoY to Rs 36,972 crore. The CASA ratio stood at 30.9% as of December 31, 2025, compared with 31.9% in the previous quarter.

Bank of India

Domestic deposits rose 12.8% YoY to Rs 7,65,500 crore while advances grew 15.07% YoY to Rs 6,28,617 crore. RAM advances increased 17.7% year-on-year to Rs 3,67,146 crore

CSB Bank

Gross Advances in Q3FY26 increased 29% YoY to Rs 37,208 crore. Deposits stood at Rs 40,460 crore, up 21% YoY. The bank’s CASA grew 3% YoY at Rs 8316 crore.

IDBI Bank

IDBI Bank reported a 12% YoY increase in total business, reaching Rs 5.5 lakh crore. Total deposits grew 9% to Rs 3.07 lakh crore, while CASA deposits rose 4% to Rs 1.4 lakh crore. Net advances saw a strong growth of 15%, standing at Rs 2.3 lakh crore.

Vedanta

Vedanta Ltd. Reports record production numbers for the third quarter and nine months ended December 31,2025, including a 1% year over year increase in aluminium production to 620 kt and a 57% increase in alumina production to 794 kt.

Hindustan Zinc Ltd.

Hindustan Zinc Ltd. announces record production numbers for the third quarter and nine months ended December 31,2025 achieving the highest ever mined metal production at 276 kt and refined metal production at 270 kt, +4% YoY. Saleable silver production at 158 metric tonnes, up 10% QoQ in line with lead production.

HPCL

HPCL has successfully commissioned the Residue Upgradation Facility (RUF) at its 15 MMTPA Visakh Refinery. With a capacity of 3.55 MMTPA, RUF employs advanced LC-Max based residue hydrocracking technology to achieve about 93% conversion of bottom oils into high-value products.

Dixon Technologies

Dixon Technologies (India) Ltd’s Subsidiaries, Kunshan Q Tech Microelectronics (India) Pvt Ltd and Dixon Electroconnect Pvt Ld have been granted approval by the Ministry of Electronics and Information Technology (MeitY), Government of India under the Electronics Component Manufacturing Scheme (ECMS) for manufacturing of Camera Module Sub-assembly and Optical Transceiver-SFP, respectively.

ONGC

ONGC is launching a pilot project to store captured carbon dioxide underground at its Gandhar oilfield in Gujarat. This initiative marks a significant step in the company’s plan to reduce emissions. The project will inject CO2 into abandoned wells, preventing it from entering the atmosphere.

Electronics Component Manufacturing

The government has cleared 22 new proposals under the Electronics Component Manufacturing Scheme (ECMS) involving Rs 41,863 crore in investment, with projected production of Rs 2.58 lakh crore marking the largest tranche of approvals under the scheme so far.

Panorama Studios

Panorama Studios International Limited has executed a Theatrical Licensing Agreement with M/S. LUV Films LLP to exploit the theatrical rights (on an exclusive basis) for Pan India territory of the original Hindi language film titled RANGER starring Ajay Devgn, Sanjay Dutt, Tamannaah Bhatia and others and directed by Jagan Shakti.

Avenue Supermarts

Standalone revenue for operations for the quarter that ended on December 31 stood at Rs 17,612 crore, which is a growth of 13%. Total number of stores the company has at the end of the December quarter stood at 442

Marico

For the third quarter, the underlying volume growth in the India business remained in high single digits, while marking a slight improvement sequentially. Parachute saw volume decline but normalizing for ml-age reduction in lieu of price hikes, it was in the positives. Saffola Oils had a muted quarter, while Value Added Hair Oils grew in the 20s. Foods had a benign quarter and will revert to accelerated growth over the next two quarters, while Premium Personal Care scaled ahead of aspirations. International Business constant currency growth came back in the early twenties. Consolidated revenue growth year-on-year stood in the high twenties. Copra prices have corrected nearly 30% from the highs and may remain in a downward bias in the months ahead.

V Mart

V-Mart Retail Ltd reported a 10% YoY rise in revenue for the December quarter, even as same-store sales remained flat, with performance impacted by shifts in festive timing. Revenue from operations increased to Rs 1,126 crore in Q3 FY26, compared with Rs 1,027 crore in the year-ago period. Same-store sales growth (SSSG) stood at 0% for the V-Mart format during the quarter, while the Unlimited format recorded SSSG of 2%.

NIBE

Company has entered in to supply contract with Indian Army, Ministry of Defence, Government of India for Manufacturing and Supply of Ground Equipment, Accessories, ESP and Ammunition for Universal Rocket Launcher System capable of integrating multiple rocket types including rockets striking at long ranges of 150Km and 300Km for a total consideration of Rs 292.7 crore (inclusive of all taxes and duties). The order will be executed and delivered in tranches within 12 months

Source: HSL Prime Daily, 05 Jan 2026

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