News Highly Sensitive to Stock Price: Jan 20

Hindustan Zinc

Hindustan Zinc reported revenue of Rs 10,922 crore, up 28% year on year and ~28% quarter on quarter. It reported operating profit of Rs.6,005 crore and margin of 55%. Net profit stood at Rs.3,879 crore, up 47% year on year and up 47% quarter on quarter. Finance cost declined 33% YoY at Rs 195 crore. Other Income was up 35% YoY at Rs 293 crore.

Bajaj Electricals

Company informed that to enable the expansion and diversification of the Company’s business operations for sustainable growth, it has decided to enter into ‘Wires’ as a new business line under its ‘Lighting Solutions’ segment, in view of the growing demand in the Wires Industry. The Company is planning to launch the product shortly and assess the market to ascertain the investment required which will be determined based on various factors, including scale of business, operational requirements, and other prevailing external factors.

Oberoi Realty

Oberoi Realty posted a muted performance in the December quarter, with net profit rising 0.7% year-on-year to Rs 622.6 crore, supported by a 5.8% increase in revenue to Rs 1,492.6 crore. EBITDA remained flat at Rs 856 crore, while operating margin eased to 57.4% from 60.7% a year ago

BHEL

Consolidated revenue stood at Rs 8,473 crore growing by 16.4% YoY. EBITDA was up by 79.3% YoY to Rs 545.3 crore and EBITDA margin stood at 6.4% in Q3FY26 vs. 4.2% in Q3FY25. Net profit stood at Rs 390.4 crore in Q3FY26 vs. Rs 134.7 crore in Q3FY25 (+189% YoY).

ABB India

ABB announced the dispatch of its first wind power converter in India after the acquisition of Gamesa Electric power electronic business in December 2025. Manufactured and shipped from the state-of-the-art Nelamangala facility in Bengaluru, India, this milestone delivery to a wind turbine OEM reaffirms ABB’s expanded commitment to the renewable energy and wind power sectors, both in India and globally.

Havells India

Consolidated Net Revenue from operations stood at Rs. 5588 cr; up by 14.3% YoY as against Rs. 4889 cr in Q3FY25, growth driven primarily by Cable and Wire business even as overall consumption trends remain modest, however festive season saw some uptick in demand. EBITDA at Rs. 518 cr in Q3FY26 grew by 15.4% YoY, as compared to Rs. 449 cr in Q3FY25 on account of strong operating leverage driven by revenue growth and disciplined spends. PAT was up by 7.9% YoY to Rs 300 cr as against Rs 278 cr in Q3FY25

Amber Enterprises

Amber Enterprises India Ltd said it has been allotted 100 acres of land by the Yamuna Expressway Industrial Development Authority (YEIDA) for setting up a new manufacturing facility near Jewar Airport. In addition, Ascent-K Circuit Private Ltd, a subsidiary of IL JIN Electronics (India) Private Ltd—a material subsidiary of Amber Enterprises—has received an allotment of 16 acres from YEIDA to establish a separate manufacturing unit in Sector 10, also near Jewar Airport.

Sai Silks (Kalamandir)

The firm reported a 17.4% drop in net profit to Rs 38 crore in Q3 FY26, with revenue down 8.3% to Rs 411 crore. EBITDA fell 12.1% to Rs 69.8 crore, narrowing operating margin to 17% amid weaker demand and higher costs.

Sanghvi Movers

The company’s arm receives an order worth US$ 4.3 million from Jindal Energy Botswana.

Punjab National Bank

PNB reported a 13% YoY increase in standalone net profit for the December quarter at Rs 5,100 crore. NII declined 4.5% to Rs 10,533 crore as NIM compressed 49 bps YoY to 2.60%. Asset quality strengthened further during the quarter. Gross NPAs declined to 3.19% in Q3FY26 from 3.45% in Q2FY26 and 4.09% in Q3FY25, while net NPAs improved to 0.32%, down from 0.36%. Global deposits increased 8.5% YoY to Rs 16,60,290 crore, while global advances rose 11% YoY to Rs 12,31,238 crore.

Corona Remedies

Company has received Certificate of Compliance with the Good Manufacturing Practice (GMP) requirements from the Eurasian Economic Union (EAEU), comprising of Russia, Kazakhstan, Kyrgyzstan, Belarus and Armenia, for its finished dosage facility situated at Bhayla, Gujarat.

LTI Mindtree (LTIM) Result Review

LTIM’s revenue was in line with estimates and net profit was below expectations in Q3FY26, all the segments reported growth on QoQ basis. The company delivered third consecutive quarter of growth driven by Strategic AI Pivot and strong deal momentum. Consolidated revenue grew by 3.7% QoQ and 11.6% YoY to Rs 10,781 crore. Revenue at $1,208 million (+2.4% QoQ / +6.1% YoY), and revenue in constant currency (+2.4% QoQ / +5.2% YoY). EBIT was up by 5.4% QoQ and 30.7% YoY to Rs 1,737 crore and EBIT margin increased 20 bps QoQ and 230 bps YoY to 16.1% in Q3FY26. Net Profit was down 30.5% QoQ and 11.7% YoY to Rs 960 crore, impacted by one-time expense of New Labour Codes.

Ceat Ltd.

Revenue up 26% at Rs 4,157 crore. EBITDA was up 65.3% at Rs 563 crore. Operating margin stood at 13.6% vs. 10.3%. Net profit increased 60.4% at Rs 156 crore versus Rs 97 crore. One-time loss of Rs 58 crore due to labour codes. It has proposed Capital Expenditure at Chennai Plant for about Rs. 1,314 crores.

GMDC

The company accelerates its rare earths push using indigenous processing technology developed by BARC (Bhabha Atomic Research Centre).

Uno Minda

UNO Minda Limited’s M&A Committee approved a Rs 6.50 crore investment in renewable energy SPV Hexa Sunshine Private Limited to source wind and solar power for Gujarat units. The investment will be executed in tranches up to Q3FY27, providing up to 30% equity stake in the SPV

Apollo Micro Systems

Apollo Micro Systems Limited (AMS), announced its further expansion of Weapon Integration facilities in Hyderabad. Company has been allotted Plot Nos. 4 and 5 aggregating to an area of 22,988 square meters at TSIIC, Hardware Park Phase II, Hyderabad, at an allotment price of Rs 12,000 per square meter. The total consideration for the acquisition of the said land amounts to Rs 27.58 crore. Company proposes to set up for the manufacturing, assembly, integration and testing of Weapon System Platforms such as Grad Rockets, Anti-Submarine Warfare Rockets, Anti-Tank Mines, Artillery Munitions and other similar products, with an estimated investment of approximately Rs 300 crore

Waaree Energies

The Company has received an order for supply of 210 MW DCR solar modules. Further, Waaree Solar Americas Inc., a wholly owned subsidiary of the Company has also received an order on January 19, 2026 for supply of 2000 MW solar modules. Supply of 210 MW DCR and 2000 MW Solar modules in Financial Year 2026-27 and from year 2028 to 2030 respectively.

Mastek Q3FY26 Result Preview

Mastek is likely to report 3.5% revenue growth on QoQ basis and 12% YoY growth to Rs 974 crore in Rupee terms. In USD terms, revenue could rise by 1% QoQ and 6.2% YoY to US$ 109 mn in Q3FY26. Net profit could fall by 2% QoQ and it could rise by 5.3% YoY to Rs 96 crore in Q3FY26. EBIT margin could increase by 50 bps  QoQ to 14%. The company is likely to comment on the tech spending and order inflow

Persistent System Q3FY26 Result Preview

Persistent could report 4.4% QoQ and 22.1% YoY growth in revenues to Rs 3,739 crore in rupee terms. In US$ terms, revenue could rise by 3.3% QoQ and 16.5% YoY to US$ 420 mn in Q3FY26. Net profit could fall by 10.5% QoQ and 13.2% YoY to Rs 422 crore in Q3FY26. EBIT margin could decrease by 80bps QoQ and it could increase by 60bps YoY to 15.5%

Source: HSL Prime Daily, 20 Jan 2026

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