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Azad Engineering

Net profit of Azad Engineering rose 55.83% to Rs 32.74 crore in the quarter ended September 2025 as against Rs 21.01 crore during the previous quarter ended September 2024. Sales rose 30.56% to Rs 145.63 crore in the quarter ended September 2025 as against Rs 111.54 crore during the previous quarter ended September2024.

AptusValue Housing Finance

Aptus Value Housing Finance India reported a robust 24.5% growth in consolidated PAT for Q2 FY26, reaching Rs 226.54 crore. The company’s total income also saw a significant increase of 27.4%. On asset quality side, its GNPA increased 6 bps leading to a 6 to 1.55%, while NNPA stood at 1.17%. The board of directors declared an interim dividend of Rs 2 per equity share

Bharat Electronics Ltd. (BEL) Q2FY26 results: Highlights

BEL’s numbers were above expectations in Q2FY26. With a robust order book, the company could report strong revenue growth going forward. Its consolidated revenue grew by25.8% YoY to Rs 5,792 crore in Q2FY26.  Bharat Electronics Ltd. (BEL) Q2FY26 results: Highlights The company’s EBITDA was up by 21.6% on YoY basis to Rs 1,400 crore, supported by better revenue growth. EBITDA margin was at 29.4% in Q2FY26 vs. 30.4% in Q2FY25. The company’s net profit rose 21.6% on YoY basis to Rs 1,287 crore. Net profit margin stood at 22.2% in Q2FY26 vs. 23.7% in Q2FY25. The order book position of the company as on Oct 01, 2025, stood at Rs 74,453 crore, book to bill stood at 3x TTM Sales.

Monthly Auto Sales

Maruti Suzuki

Maruti Suzuki India on Friday posted a 7% increase in PAT to Rs 3,293 crore for Q2FY26. Revenue from operations increased 13% to Rs 42,101 crore. EBITDA increased 0.4% to Rs 4,434 crore, while the margin was reported at 10.53% from 11.87% YoY. Domestic wholesales declined 5.1% y-o-y to 4,40,387 units while exports grew by a robust 42.2% y-o-y to 1,10,487 units.

Bank of Baroda

Bank of Baroda’s Q2 financial results show a net profit of Rs 4809 crore, down 8.2% YoY. NII grew 2.7% to Rs 11954 crore, while non interest income fell 32%. Asset quality improved with GNPA ratio at 2.16% and NNPA at 0.57%. Global advances increased by 11.9% to Rs 12.8 lakh crore, and global deposits rose 9.3% to Rs 15 lakh crore. The bank maintained a strong capital position with a Capital Adequacy Ratio of 16.54%.

Shriram Finance

Shriram Finance Ltd reported a consolidated net profit of Rs 2,315 crore for Q2 FY26, up 11.6% YoY. The company’s NII rose 10% to Rs Shriram Finance 6,026 crore. Net interest margin (NIM) for the quarter stood at 8.19%, reflecting disciplined cost control and steady yields. The lender declared an interim dividend of Rs 4.80 per share.

Dwarikesh Sugar Industries

Dwarikesh Sugar Industries Ltd. reported revenue of Rs. 246 cr. (no change year on year & 39% fall compared to previous quarter). Also, the company reported a loss of Rs.33 cr. which is an increase in loss by 38% year onyear.

Kalpataru Projects

Standalone revenue stood at Rs 5,418.8 crore growing by 31% YoY from Rs. 4,136 crore for Q2FY25. EBITDA was up by 28.3% YoY to Rs 447.2 crore and EBITDA margin stood at 8.2% in Q2FY26 vs. 8.4% in Q2FY25. Net profit stood at Rs 200 crore in Q2FY26 vs. Rs 106.6 crore in Q2FY25 (+88% YoY).

JK Cements

JK Cements reported revenue of Rs. 3019 cr. (18% rise year on year & 10% fall compared to previous quarter). EBITDA margins improved from 11% to 15% year on year. Also, the company reported a profit of Rs.159 cr. which is an increase in profit by 17% year on year. The cement manufacturer, however, missed the Street’s estimate on net profit but beat analysts’ expectations for revenue.

Orient Cement

Orient Cement reported revenue of Rs. 643 cr. (18% rise year on year & 26% fall compared to previous quarter). EBITDA margins improved from 8% to 26% year on year. Also, the company reported a profit of Rs.49 cr. which is an increase in profit by 2350% year on year. Capacity utilization improved to 65%, up 15 percentage points year-over-year. Green power share increased to 46%, contributing to fuel cost reductions.

NCC

In addition to the Major Order of 6828.94 Crore (ext GST), the Company has received four (4) other orders totaling Rs. 710 Crore (excl. GST) during the month of October 2025. Of these four orders received, Rs. 590.9 Crore pertains to the Buildings Division and Rs. 119.1 Crore pertains to the Transportation Division of the Company.

Dredging Corporation

A landmark announcement was made by the Hon’ble Prime Minister Narendra Modi during the inauguration of India Maritime Week 2025, unveiling transformative initiatives under the Maritime Amrit Kaai Vision. Among these, a major highlight was the Rs 4,000 crore investment dedicated to the modernization of Dredging Corporation of India (DCIL).

Zensar Tech Q2FY26 results: Highlights

Zensar Tech reported inline revenue with estimates, and net profit was above expectations in Q2FY26. The company expects this growth momentum to continue as businesses increasingly prioritize innovation to drive value. Consolidated revenue grew by 2.6% QoQ and 8.7% YoY to Rs 1421 crore in Q2FY26. The company reported revenue of $162.8M, quarterly YoY growth of 4.2% in reported currency and 3.4% in constant currency. This translates to QoQ growth of 0.5% in reported currency. EBIT was up by 3.9% QoQ, and 13.7% YoY to Rs 195 crore in Q2FY26. EBIT margin inched down by 30bps QoQ to 13.4% in Q2FY26 vs. 13.1% in Q2FY25. Net profit was at Rs 182 crore in Q2FY26, and net profit unchanged QoQ and 17.1% YoY. Net Profit margin stood at 12.5% in the quarter.

GAIL (India) Ltd Q2FY26 results: Highlights

GAIL (India) Ltd. numbers were above expectations in Q2FY26. Standalone net revenue was up by 6.4% YoY to Rs 35,008 crore. EBITDA was at Rs 3,191 crore in Q2FY26, decreased 14.8% YoY. Net Profit was down 17%, stood at Rs 2,217 crore in Q2FY26. GAIL (India) Ltd Q2FY26 results: Highlights The company’s Transmission services for Natural Gas decreased by 3.9% YoY to Rs 2735 crore, Transmission services for LPG marginally up by 0.6% YoY to Rs 232 crore, Natural gas marketing segment saw a rise of 9.3% YoY to Rs 31,423 crore. LPG and liquid hydrocarbons was down by 11.3% YoY to Rs 1,150 crore, Petrochemical segment revenue fell by 8% YoY to 2,002 crore, and r evenue from other segment increased by 12.7% YoY to Rs 541 crore

Bharat Petroleum Corp Ltd (BPCL) Q2FY26 results: Highlights

BPCL’s numbers were above expectations in Q2FY26. The company’s standalone revenue from operations fell about 6.8% to Rs 112,115 crore, and reported net profit stood at Rs 6,443 crore vs. Rs 4610 crore in Q1FY26. Operating margin improving to 9.3, compared to 4.4%in Q2FY26. The Average Gross Refining Margin (GRM) of the Corporation for half year ended 30th September 2025 is $ 7.77 per barrel (April September2024: $ 6.12 per barrel)

Mphasis Ltd Q2FY26 results: Highlights

Mphasis revenue was inline with estimates and net profit was above expectations, and continued to deliver stable margins. Consolidated revenue grew 4.5% QoQ and 10.4% YoY to Rs 3,902 crore in Q2FY26. Mphasis Ltd Q2FY26 results: Highlights Revenue grew 2.0% QoQ and 6.0% YoY in Constant Currency. Direct revenue grew 5.5% QoQ and 13.4% YoY on a reported basis and grew 2.2% QoQ and7.9%YoY inConstantCurrency. EBIT was up by 4.4% QoQ and 9.5% YoY to Rs 596 crore vs. expectations of Rs 568 crore. EBIT margin unchanged QoQ and slipped 10bps YoY to 15.3% in Q2FY26. Net Profit was up by 6.2% QoQ and up by 10.9% YoY to Rs 469 crore in Q2FY26. PAT margin was unchanged YoY basis and increased 20bps QoQ to 12% in Q2FY26.

Astra Microwave Products

Astra Rafael Comsys, the joint venture company, has received an order worth Rs 285.56 crore from the Ministry of Defence for the procurement of communication systems, with accessories, for the special forces of the Indian Air Force.

Godrej Consumer Products Ltd

Godrej Consumer Products Ltd (GCPL) posted a net profit of Rs 459.3 crore for Q2FY26, down 6.5% from Rs 491.3 crore a year ago. Revenue rose 4.3% year-on-year to Rs 3,825 crore, while EBITDA declined 3.5% to Rs 733.6 crore. Operating margin stood at 19.2%, easing from 20.7% last year. The company’s India business remained healthy, with sales up 4% and volume growth of 3%, supported by double-digit growth in non soap categories.

Titagarh Rail Systems

Titagarh Rail has secured a contract worth Rs 2,481 crore from the Mumbai Metropolitan Region Development Authority (MMRDA) for Mumbai Metro Line 5. The contract involves designing and manufacturing 132 Metro coaches, along with signalling for 24.9 km and telecom across 16 stations. It also includes five years of comprehensive maintenance.

CE Info Systems

The Delhi Metro Rail Corporation (DMRC) has signed a Memorandum of Understanding (MoU) with Mappls MapmyIndia to integrate DMRC’s API within the Mappls app. As per the MoU, DMRC’s metro data will now be integrated with the Mappls platform to enhance commuter convenience across Delhi-NCR.

RailTel Corporation of India

The company has received a Letter of Acceptance from the Rajasthan Council of School Education for a service amounting to Rs 32.43 crore.

NTPC Green Energy

The NTPC subsidiary has signed a Memorandum of Understanding (MoU) with CtrlS Datacenters for the development of renewable energy projects of 2 GW capacity or more. The projects aim to supply round-the-clock renewable energy (RE RTC power) to CtrlS Datacenters on a pan-India basis for their captive consumption.

Hindustan Unilever

Hindustan Unilever has received an assessment order from the Hindustan Unilever Income Tax Department, along with a notice of demand amounting to Rs 1,986.25 crore for the period FY 2020-21.

Source: HDFC Securities, Prime Weekly, 3 Nov 2025