News Highly Sensitive to Stock Price: Jan 30

Syrma SGS

Revenue for the quarter grew 45.3% YoY at Rs 1264 crore. Export revenue grew 24% YoY in the quarter. EBITDA increased 100.5% YoY at Rs 159.4 crore. Net profit was up 111% YoY at Rs 102.8 crore. Other Income declined 53% YoY at Rs 10.3 crore.

Atlanta Electricals

Company won two orders from Karnataka Power Transmission Corporation Ltd., worth Rs 146 crore, comprise the supply of 13 transformers that include Six 100 MVA, 220/110 KV Power Transformers and Seven 150 MVA, 220/66 KV Power Transformers, along with 11 Nitrogen Injection Fire Protection Systems (NIFPS). The other three orders from an IPP who is executing a project for NTPC in Madhya Pradesh, Maharashtra & Andhra Pradesh, worth Rs 142 crore, comprise the supply of Ten 125 MVA, 220 kV Power Transformers and Five 100 MVA, 220/33 kV Power Transformers. Following the wins, the firm’s order book position has risen to Rs 2,787 crore.

HAL

Company has signed Contracts at Hyderabad with Pawan Hans Ltd for supply of 10 Dhruv NG Helicopters along with associated spares, accessories etc., at a value exceeding of Rs. 1800 crore

Paytm Q3FY26 Result Review

Paytm swings to a Rs 225 crore profit in Q3FY26 on higher revenue and controlled costs. Consolidated revenue grew 20% YoY and 6.5% QoQ to Rs 2194 crore. The company reported EBITDA at Rs 156 crore vs. negative EBITDA at Rs 251 crore in Q3FY25 and Rs 141 crore in Q2FY26. EBITDA margin stood at 7.1% in the quarter. Net profit was at Rs 225 crore in Q3FY26, vs. net loss of Rs 208 crore in Q3FY25 and net profit of Rs 21 crore in Q2FY26. Net Profit margin stood at 10.3% in the quarter.

Reliance Inds

Reliance Industries will purchase up to 150,000 barrels per day of Russian oil starting in February for its domestic market refinery. This follows a pause and a U.S. concession that allowed winding down dealings with sanctioned producer Rosneft. Reliance will source from non-sanctioned sellers as it diversifies supply.

Vodafone Idea

Vodafone Idea is gearing up for a game-changing transformation with a whopping investment of Rs 45,000 crore over the next three years. This major capital infusion is set to bolster network capabilities and spearhead the rollout of 5G services in crucial regions.

BPCL

Bharat Petroleum Corp (BPCL) will set up a trading desk in Singapore next month to expand its dealings in crude oil, liquefied natural gas, and refined fuels. The company will initially post four to five people in Singapore.

Laxmi Organic

Revenue for the quarter declined 8.6% YoY at Rs 718.7 crore. EBITDA was down 33% YoY at Rs 50 crore. Net profit declined 13% YoY at Rs 25.4 crore. PBT for the quarter was down 45% YoY at Rs 25.8 crore.

Dixon Tech

Revenue up 2.1% at Rs 10,672 crore versus Rs 10,454 crore. EBITDA was up 6.1% at Rs 414 crore. Operating Margin at 3.9% vs. 3.7%. Net profit was up 67.8% at Rs 287 crore vs. Rs 171 crore. Other Income was at Rs 131.3 crore vs. Rs 6.5 crore.

Nippon India Life AMC

NAM India reported strong performance for Q3FY26 with 37% YoY growth in PAT to Rs 404 crore. Revenue rose 20% to Rs 705.3 crore. Other Income stood at Rs 75.3 crore vs. Rs 15.4 crore, a year ago. Average AUM for the quarter stood at Rs 7.01 trillion, up 23% YoY. Mutual fund retail assets stood at Rs 2.01 trillion, contributing 28% to total AUM.

NTPC Green

Revenue for the quarter was Rs 653.3 Cr, rising 29.3%/6.7% YoY/QoQ led by healthy commissioning of projects. EBITDA improved by 33.9%/7.1% YoY/QoQ to Rs 567.2 Cr while EBITDA Margins rose form 83.8% in Q3FY25 to 86.8% in the current quarter. Nonetheless, PAT suffered a decline of-45.5%/-58.1% YoY/QoQ due to higher financial costs, loss from share of JV/Associates and higher depreciation from commissioning of projects. PAT margin halved to 5.5% in the quarteragainst 13.1% in Q3FY25.

Adani Power

Operational Revenue for the quarter declined-8.9%/-7.5% YoY/QoQ to Rs 12,541.4 Cr due to muted power demand in the quarter. EBITDA also reported a degrowth of-15.6%/17.7% YoY/QoQ to Rs 4,238 Cr while EBITDA margins supressed by 270bps to 34.0% in the current quarter. PAT for the quarter came in at Rs 2,499 Cr declining-15.4%/-14.4% YoY/QoQ with margins compressing 150 bps YoY.

ACME Solar

Operational Revenue increased 42.3%/6.2% YoY/QoQ to Rs 496.7 Cr, driven by capacity addition and improved CUF across portfolio. EBITDA Grew by 44.7%/11.1% YoY/QoQ to Rs 444.5 Cr, with EBITDA margins rising to 89.5% as compared to 88% in Q3FY25 on account of favourable operating leverage and optimized operational efficiency. While PAT grew 1.5% YoY to Rs 113.70 Cr, it noticed a minor decline by-1.2% QoQ due to lower other income and higher financial costs from funding of CAPEX for upcoming projects.

Vedanta

Vedanta reported revenue of Rs.23,369 cr, up 37% year on year and up 25% quarter on quarter. It reported operating profit of Rs.6,866 cr. and margin of 29%. Its net profit stood at Rs.7,807 cr. from a profit of Rs.4,876 cr in the previous year and a profit of Rs.3,479 cr In previous quarter.

Aequs

Revenue for the quarter increased 50.8% YoY at Rs 326.2 crore. EBITDA was up 295% YoY at Rs 29cr. Net loss stood at Rs 42.7 crore as against net loss of Rs 39.8cr. It included exceptional loss of Rs 16.7 crore in the quarter. Aerospace revenue increased 38.4% YoY at Rs 268.5 crore. Consumer business surged 158% YoY at Rs 58 crore.

Orient Cement

Orient Cement reported revenue of Rs.636 cr, down 1% year on year and down 2%quarter on quarter. It reported operating profit of Rs.90 cr and margin of 14%. Its net profit stood at Rs.28 cr from a profit of Rs.10 cr in the previous year and a profit of Rs.49 cr. In previous quarter.

Kirloskar Pneumatic

Company has now received the formal communication for approval of Production-Linked Incentive (PLI) Scheme for White Goods.

Dabur

Consolidated Revenue from operations stood at Rs. 3559 cr; up by 6.1% YoY, with India volume growth coming in at 3% YoY as key brands continued to gain market share across categories. International business grew 11.1% in INR terms (7.5% YoY CC growth). Gross profit grew by 6.8% YoY to Rs 1722 cr with gross profit margin expanding by 33 bps YoY to 48.4%. Higher other expenses limited EBITDA margin expansion to 31 bps YoY during the quarter. In absolute terms, EBITDA grew by 7.7% YoY. PAT growth came in at 7.3% YoY (10.1% YoY before exceptional items).

Allied Blenders

Net profit rose 10.9% year-on-year to Rs 64 crore in Q3FY26, while revenue increased 2.8% to Rs 1,004 crore. EBITDA grew 14% from a year ago to Rs 137 crore, with operating margin expanding to 13.6% from 12.3% in the corresponding quarter last year. ABD said its Prestige & Above (P&A) portfolio continued to see accelerated premiumisation, delivering volumes of nine million cases in the quarter, up 1.3% YoY, aided by strong 16.9% growth in the P&A category.

LT Foods

LT Foods said the proposed acquisition of the “Global Green Group,” which includes Global Green Europe Kft., Greenhouse AGRAR Kft., and Global Green International (UK) Ltd will not proceed. The company received a decision from the Ministry of National Economy, Hungary, dated January 28, 2025, rejecting the proposed acquisition due to identified national economic and sectoral risks.

Gillette India

Gillette India Ltd. reported a strong set of numbers for the December quarter, with net profit rising 37% year-on-year to Rs 172.4 crore, compared with Rs 126 crore in the same period last year, aided by healthy volume growth and operating leverage. Revenue from operations increased by 15.2% from last year to Rs 790 crore in the December quarter, up from Rs 685 crore a year ago.

ITC

ITC Ltd’s net profit rose 6.4 percent to Rs 5,087.87 crore in the December quarter, compared to Rs 5,436.3 crore in the same period of the previous financial year. Revenue from operations grew 6.66 percent to Rs 21,706.6 crore in the reported quarter over Rs 20,349 crore in the year-ago period. Standalone cigarette business’ revenue rose 8 percent year-on-year to Rs 8,791 crore in the December quarter

Kilburn Engineering

Ministry of Corporate Affairs has approved incorporation of a wholly owned subsidiary of Kilburn Engineering Limited (KEL) under the name “Kilburn East End Private Limited”. Kilburn East End Private Limited shall subsequently become a joint venture company in accordance with the terms of the term sheet executed between KEL and East End Technologies Private Limited (JV Partner) on December 22, 2025, pursuant to which KEL will hold 60% and the JV Partner will hold 40% of the equity share capital of the Company.

Usha Martin

Net profit rose 16.2% to Rs 107.55 crore in the quarter ended December 2025 as against Rs 92.6 crore during the previous quarter ended December 2024. Sales rose 6.6% to Rs 917 crore in the quarter ended December 2025 as against Rs 860.5 crore during the previous quarter ended December 2024.

TD Power systems

Net profit increased 25.35% to Rs 56.32 crore in the quarter ended December 2025 as against Rs 44.93 crore during the previous quarter ended December 2024. Sales rose 26.36% to Rs 442.68 crore in the quarter ended December 2025 as against Rs 350.33 crore during the previous quarter ended December 2024.

Ion Exchange

Net profit declined 58% to Rs 20.3 crore in the quarter ended December 2025 as against the previous quarter ended December 2024. Sales rose 6% to Rs 734.4 crore in the quarter ended December 2025 as against the previous quarter ended December 2024. Exceptional loss stood at Rs 16.9 crore in the quarter. Other Income was up40% YoY at Rs 11.5 crore.

MTAR Tech

Revenue from Operations stood at Rs 278 crore in Q3 FY26 as against Rs.174.5 crore in Q3 FY25, 59.3% increase on YoY basis. EBITDA was at Rs 64 crore as compared to Rs 33.3 crore, 92.5% increase YoY. Net Profit stood at Rs. 34.7 crore in Q3 FY26 as against Rs. 16 crore in Q3 FY25, 117.3% increase YoY. Order book stood at Rs 2395 crore as of Dec-2025.

REC Ltd

Net profit was down slightly by 0.3% to Rs 4,043 crore, mainly due to higher expenses. Net interest income (NII) for the quarter rose 2.8% year-on-year to Rs 5,275 crore. The board declared an interim dividend of 46%, amounting to Rs 4.6 per equity share. GNPA 0.80% v/s 1.06% in Q2FY26, NNPA 0.20% v/s 0.24% in Q2FY26. Total advances stood at 5.8 lakh crore +2.8 YoY.

Canara Bank

The Bank reported a 26% YoY rise in standalone net profit to Rs 5,155 crore. Net interest income (NII) in the reporting period rose 1% YoY to Rs 9,252 crore. Gross Non-Performing Assets stood at 2.08% from 2.35% in September, while Net NPAs stood at 0.45% from 0.54% in the previous quarter. Canara Bank reported a 13.6% growth in its global advances from the same quarter last year to Rs 11.92 lakh crore, while global deposits were up by 12.95% year-on year to Rs 15.21 lakh crore.

Tata Motors

Tata Motors, which now represent the company’s CV business, reported a standalone net profit of Rs 561 crore, down 60% YoY. Revenue from operations rose 19.7% YoY to Rs 20,404 crore. Operating margin improved to 12.8% from 11.8% in Q3FY25. PAT was impacted by one time impact of Rs 574 crore on account of labour code and stamp duty charges of Rs 964 crore due to the demerger. Volumes stood at 1,16,800 units, marking a 20% rise.

Niva Bupa Health Insurance

The Company reported a net loss of Rs 88 crore in the third quarter of FY26, a sharp reversal from a profit of Rs 13 crore in the year-ago period. The results highlight a challenging quarter for the health insurer despite robust premium growth. Net earned premium grew 28% YoYto Rs 1454 crore.

Container Corporation of India

Container Corporation of India reported revenue of Rs.2,308 cr, up 5% year on year and down 2% quarter on quarter. It reported
operating profit of Rs.514 cr and margin of 22%. Net profit stood at Rs.335 cr. from a profit of Rs.367 cr in the previous year and a profit of Rs.380 cr in previous quarter.

Sharda Cropchem

Revenue for the quarter increased 38.7% YoY at Rs 1289 crore as against estimate of Rs 1135cr. EBITDA was up 90.4% YoY at Rs 241cr. EBITDA (Adj. Forex loss) grew 48% YoY at Rs 245cr. Net profit was up 365% YoY at Rs 145cr. Other Income stood at Rs 21.3cr vs. Rs 0.6cr in Q3FY25. Agrochemicals revenue increased 48.4% YoY at Rs 1141cr. Non agrochem sales declined 8% YoY at Rs 148cr. Board declared interim dividend of Rs 6 per share for FY26. EPS for the quarter stood at Rs 16.1 and it was at Rs 40.15 in 9MFY26. At CMP, the stock trades at 14x FY28E EPS.

Deepak Fertiliser & Petrochem

Revenue for the quarter grew 10% YoY at Rs 2830 crore. EBITDA was down 27% YoY at Rs 353cr. Net profit declined 44% YoY and 34% QoQ at Rs 141 crore. Other Income surged268% YoY at Rs 46 crore. Net debt stood at Rs 4020 crore vs. Rs 3300 crore as of March-2025.

Sansera Engineering

Sansera Engineering is forming a joint venture with Japan’s Nichidai Corporation to manufacture advanced automotive components. Sansera will hold a 60% stake in the new Bengaluru-based company, with Nichidai holding 40%. The JV aims to produce precision forged and machined parts for differential assemblies, compressors, and driveline, for Indian and overseas markets. Sansera plans to invest up to Rs 50 crore

Source: HSL Prime Daily, 30 Jan 2026

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