News Highly Sensitive to Stock Price: Jan 13

Adani Energy Solutions

Company reported provisional performance for Q3FY26 and 9MFY26. Total units sold in the Mumbai circle (AEML) was 2,487 MUs in this quarter vs 2,574 MUs in Q3 FY25. MUL’s (Mundra SEZ distribution) units sold grew 57% YoY to 371 million units (MUs) vs 236 million units (MUs) last year, driven by strong industrial demand. In Q3FY26, the company installed 18.88 lakh new meters, reaching a total mark of 92.5 lakh smart meters. The company’s order book remains at 2.46 crore meters with a revenue potential of Rs 29,519 crore. During Q3FY26, AESL won KPS III (Khavda South Olpad) HVDC project taking the total order book to Rs 77,787 crores and expanding the transmission network to 27,901 ckm.

Biocon

The company opened QIP (Qualified Institutional Placement) on Jan 12. The approved floor price at Rs 387.74 per share. The floor price is at a premium of 4% from the last trading price. The company at its discretion offers a discount of not more than 5% on the floor price for the issue. Total size of QIP could be around Rs 4100 crore.

HCL Tech Q3FY26 result review

HCL Tech revenue was above expectations, and net profit was below expectations in Q3FY26. Meanwhile, new deal wins grew more than 43% YoY to $3,006 million. For FY26E, the company expects its revenue growth to be between 4% and 4.5% YoY in CC terms, and operating margin is expected to be in 17-18% range. Board recommended Rs 12 per share interim dividend. Consolidated revenue grew 6.1% QoQ and 13.3% YoY to Rs 33,872 crore. Constant Currency (CC) Revenue up 4.2% QoQ & up 4.8% YoY. Services CC Revenue up 1.8% QoQ & up 5.0% YoY. USD Revenue of $3,793M, up 4.1% QoQ & up 7.4% YoY. EBIT rose by 14.2% QoQ and 8% YoY to Rs 6,285 crore and EBIT margin increased by 140bps QoQ and slipped 90 bps YoY at 18.6%, in Q3FY26. Net profit was down 3.6% QoQ and 11.1% on YoY to Rs 4,082 crore in Q3FY26, impacted by one off due to New Labour Codes, reported Rs 956 crore as an exceptional item to cover the impact of new labour laws.

TCS Q3FY26 result review

TCS revenue was above expectations and net profit was below expectations, impacted by exceptional expense, as large exceptional charges linked to restructuring, labour law changes and a US legal provision weighed on reported earnings in Q3FY26. The company reported a total contract value of US$ 9.3bn in the quarter, and AI services now generated $1.8bn in annualised revenue, reflecting the significant value. Consolidated revenue grew 2% QoQ and 4.9% YoY to Rs 67,087 crore in Rupee terms in Q3FY26 vs. the expectation of Rs 66,642 crore. EBIT rose 2% QoQ and 7.9% YoY to Rs 16,889 crore and EBIT margin unchanged QoQ to 25.2% in Q3FY26, it was up 70bps YoY. Net Profit fell 11.6% QoQ and 13.9% YoY to Rs 10,720 crore. Board declared Rs 11 per share as interim dividend and special dividend of Rs 46 per share in the quarter.

Reliance Inds

Reliance Industries affirms its battery storage manufacturing plans are on track. The company denies reports of pausing lithium-ion cell production in India. Discussions for Chinese technology licensing have reportedly stalled. Reliance continues to build a world-leading battery storage ecosystem.

Kalpataru Ltd.

Pre-Sales down 14% YoY at Rs 870 crore. Collections were up 17% at Rs 1,101 crore.

Zelio E-Mobility

Company registered 67% YoY growth in revenue at Rs 91.6 crore. In Q2FY26, the company had reported revenue of Rs 84 crore. Existing capacity expanded by ~70% to ~1,20,000+ units per annum with projected FY26 capacity utilization of ~85%. It expects to remain positioned towards achieving a turnover of > Rs 260 crore in FY26, subject to market conditions and execution.

Kotak Mahindra Bank

Mr. Anup Kumar Saha, formerly of Bajaj Finance, joins Kotak Mahindra Bank as Whole-Time Director. He will lead the Consumer Banking division, managing a significant portfolio. This appointment follows several senior leadership changes at the bank. Saha’s extensive experience in retail finance and digital innovation is expected to drive growth and customer value.

Krystal Integrated Services

Krystal Integrated Services Ltd, a leading provider of integrated facility management solutions, has secured three major municipal solid waste management contracts from the Vasai–Virar City Municipal Corporation (VVCMC), with a combined contract value of approximately 275 crore over a five-year period with an additional three-month preparatory phase.

TVS Supply Chain Solutions

TVS Supply Chain Solutions Ltd. secured a three year contract with Daimler India Commercial Vehicles to manage in-plant commercial vehicles to manage in-plant warehouse operations at their Chennai facility.

Container Corporation of India

Container Corporation of India Ltd. reports a significant increase in physical volumes handled for the quarter ended December, 2025, with a total throughput of 1,423,266 TEUs, reflecting a 10.85% growth compared to the same period last year.

L&T

Company has executed a Share Purchase Agreement for acquisition of shareholding of Sapura Nautical Power Pte Ltd (Sapura), JV Partner, in L&T Sapura Shipping Private Limited (LTSSPL), a subsidiary of the Company. Post completion of the acquisition, LTSSPL will be a wholly owned subsidiary of the Company. L&T Sapura Shipping Private Limited (“LTSSPL”) is a 60:40 joint venture of the Company with Sapura Nautical Power Pte Ltd holding 40% stake in LTSSPL.

Jash Engineering

Company has announced formation of company in the name of “Rodney Hunt Mahr Industries” in Saudi Arabia. In this regard commercial registration certificate have been received. This will be fully owned subsidiary of Jash Engineering Ltd., India. Based on the formation of this company, it will now plan to apply for Industrial land in Dammam 3 Industrial area expected to allotted March 26 and subject to that it will expect to commence construction of plant by July 26. The plant is expected to be ready in 10-12 months time and subsequently the commercial production in Saudi Arabia is planned to be started by 1st July 2027. Jash Engineering said that in December 2025, consolidated orders received by the company were worth Rs. 74 crore. As on 01 January 2026, the total consolidated order book position of the company stands at Rs. 912 crore.

NLC India

Board has approved the listing of NLC India Renewables Limited (“NIRL”), a wholly owned subsidiary of NLC India Limited, through dilution of equity stake up to 25% in one or more tranches through Public Offer, subject to obtaining requisite approvals from the competent authority(ies). The company also approved investment of Rs 66.6 crore in NIRL by way of subscription to Equity shares at face value, for funding the Green Energy Projects, to be executed through Joint Venture Companies. Moreover, the company has declared an Interim dividend of Rs. 3.6 per equity share and fixed Record Date as 16th January, 2026.

Maruti Suzuki

Maruti Suzuki will invest Rs 4,960 crore to buy land in Gujarat. This move will boost vehicle production capacity by up to one million vehicles annually. The company’s current factories are operating at full capacity. This expansion is driven by growing market demand and exports. The investment will be funded through internal accruals and external borrowings.

KPI Green Energy

KP Group has entered into a Memorandum of Understanding (MoU) with the Government of Gujarat for the development of renewable energy projects in the State of Gujarat. Under the MoU, KP Group proposes to establish renewable energy projects with an aggregate capacity of approximately 855 MW, comprising solar power projects and ISTS-connected wind–solar hybrid power projects, across multiple locations in Gujarat. The total proposed investment for these projects is approximately Rs 4,000 crore.

Adani Green Energy

Company reported provisional performance for 9MFY26, where Sale of Energy increased by 37% YoY at 27,636 mn units in 9M FY26, almost equivalent to annual Sale of Energy in FY25 and Operational capacity increased by 48% YoY to 17.2 GW, with an addition of 5.6 GW over the last one year.

NTPC

Maharashtra State Power Generation Company Limited (MAHAGENCO) and NTPC Limited have signed a Shareholder Agreement (SHA) in Delhi in connection with acquisition of Sinnar Thermal Power Limited (“STPL”), a company which is undergoing Corporate Insolvency Resolution Process (“CIRP”) under the Insolvency and Bankruptcy Code 2016 (“IBC”). The present capacity of STPL is 1,350 MW out of which commercial operation was declared for 270 MW. The Cost of acquisition (for the Consortium) Rs.3800.14 crore. 100% shareholding will be acquired by the Consortium of MAHAGENCO and NTPC Limited, each partner having shareholding of 50%.

Tata Elxsi Q3FY26 Result Preview

In rupee terms, Tata Elxsi could report 4.7% QoQ and 2.3% YoY revenue growth to Rs 961 crore. Net profit could rise by 9.3% QoQ and it could fall by 15.1% YoY to Rs 169 crore in Q3FY26. EBIT margin could increase by 120bps QoQ and it could decline by 380bps YoY to 19.7%.

Dynamic Cables

Dynamic Cables Limited has received accreditation from the National Accreditation Board for Testing and Calibration Laboratories (NABL) for the Quality Control Laboratory at the Reengus Unit. The Quality Control Laboratory at the Reengus Unit, Jaipur has been successfully assessed and accredited by NABL in accordance with ISO/IEC 17025:2017. The accreditation is valid up to January, 2030.

JD Cables

Revenue from Operations in the quarter was at Rs 119.8 crore vs. Rs 61.8 crore, +94% YoY. The sharp growth reflects execution of a healthy order book, improved scale, and rising contribution from cables & conductors

Source: HSL Prime Daily, 13 Jan 2026

Disclaimer: At HDFC SKY, we take utmost care and due diligence in curating and presenting news and market-related content. However, inadvertent errors or omissions may occasionally occur.  

If you have any concerns, questions, or wish to point out any discrepancies in our content, please feel free to write to us at content@hdfcsec.com.  

Please note that the information shared is intended solely for informational purposes and does not make any investment recommendations