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Britannia Industries

Britannia Industries reported a strong second quarter for FY26, with both revenue and profit improving on the back of stable input prices and tighter cost management. The company’s standalone net profit rose 34% year-on-year to Rs 689.95 crore in the quarter ended September, compared to Rs 514.41 crore in the same period last year.  Britannia Industries Revenue from operations increased 3.6% to Rs 4,664.51 crore from Rs 4,500.84 crore a year earlier. The growth came mainly from steady demand in the company’s bakery and biscuit portfolio, along with continued momentum in adjacent categories such as rusk, wafers and croissants, which have recorded double-digit growth for consecutive quarters.

Mahindra & Mahindra

Mahindra & Mahindra (M&M) today reported a rise of 18% YoY in standalone net profit for Q2FY26 to Rs 4251 crore. The revenue jumped 21% YoY to Rs 35,080 crore. EBITDA increased 23% YoY to Rs 6,467, while the operating margin improved by nearly 21 bps to 18.43%. SUV volumes of the company jumped 7% to 1,45,503 units. The tractor volumes jumped 32% YoY to 1,22,936 units

InterGlobe Aviation Ltd

InterGlobe Aviation Ltd (IndiGo) posted a consolidated net loss of Rs 2,582 crore for Q2 FY26, widening more than two-and-a-half times from Rs 986.7 crore a year earlier, as costs surged faster than revenue. The net loss included the impact of currency movement on dollar-denominated future obligations. Excluding forex impact, IndiGo reported a net profit of Rs 104 crore, compared with a net loss of Rs 754 crore last year. Revenue from operations rose 9.3 percent year-on-year to Rs 18,555.3 crore for the July-September quarter, supported by higher passenger traffic and improved yields. Total income grew 10.4 percent to Rs 19,599.5 crore.

Garden Reach Shipbuilders & Engineers Ltd. (GRSE) Q2FY26 results: Highlights

GRSE reported robust revenue and PAT growth on a year-on-year basis, along with margin expansion. The company’s order book is strong, and ongoing projects are progressing well. The company is confident of maintaining the growth momentum. Revenue from Operations increased to Rs. 1677 crore in Q2FY26, registering a growth of 45.5% YoY. The Company’s EBITDA (excl. other income) stood at Rs. 156 crore in Q2FY26, with an increase of 127% YoY. Profit After Tax (PAT) is Rs 154 crore in Q2FY26, registering a growth of 57% YoY, supported by higher other income. PAT margin stood at 9.2% vs. 8.5% in Q2FY25.

Castrol India Ltd Q3CY25 results: Highlights

Castrol India Ltd numbers were above expectations in Q3CY25, supported by new launches and expanded distribution network. Net Sales grew by 5.8% YoY to Rs 1,363 crore in Q3CY25, and reported 8.9% QoQ de growth.

EBITDA surged to Rs 323 crore in Q3CY25 vs. Rs 286 crore in Q3CY24 and it stood at Rs 350 crore in Q2CY25. EBITDA margin stood at 23.7% in Q3CY25 vs. 22.2% in Q3CY24 and 23.4% in Q2CY25. Net Profit rose 9.8% YoY to Rs 228 crore in Q3CY25, vs. Rs 207 crore in Q3CY24 and Rs 244 crore in Q2CY25. PAT margin stood at 16.7% in Q3CY25 vs. 16.1% in Q3CY24, 16.3% in Q3CY25.

Bharti Airtel

A day after the Supreme Court ordered the government to reassess the adjusted gross revenue (AGR) dues from Vodafone Idea for up to FY17, Bharti Airtel will now take up its case with the government for a similar reassessment.

BEL/L&T

The consortium of L&T and Bharat Electronics Ltd (BEL), which is BEL/L&T pursuing India’s 5th Generation Fighter Aircraft (AMCA), is pleased to announce the onboarding of Dynamatic Technologies Ltd (DTL), as an exclusive partner for the programme. This collaboration will combine DTL’s global expertise in complex aerostructures and subsystems manufacture for leading aerospace original equipment manufacturers, with L&T’s engineering excellence and BEL’s cutting edge electronics expertise.

Blackbuck

Blackbuck reported revenue of Rs. 151 cr. (53% year on year & 5% rise compared to previous quarter). EBITDA margins improved from 15% to 24% year on year. Also, the company reported a profit of Rs.29 cr. compared to loss year on year.

Delhivery

Delhivery reported revenue of Rs. 2559 cr. (17% rise year on year & 12% rise compared to previous quarter). EBITDA margins improved from 2% to 3% year on year. Also, the company reported a loss of Rs.50 cr. Compared to profit year on year.

Praj Industries

Praj Industries reported revenue of Rs. 842 cr. (3% rise year on year & 32%rise compared to previous quarter). EBITDA margins reduced from 11% to 7%year on year. Also, the company reported a profit of Rs.19 cr. which is a decrease in profit by 64% year on year.

The Ramco Cements

The Ramco Cements reported revenue of Rs. 2239 cr. (10% rise year on year & 8% rise compared to previous quarter). EBITDA margins improved from 15% to 17% year on year. Also, the company reported a profit of Rs.78 cr. Which is an increase in profit by 200% year on year.

Indian Metals & Ferro Alloys

IMFRA announces the approval of an asset transfer agreement with Tata Steel Limited for the purchase of its Ferro Alloys plant in Kalinganagar, Odisha for Rs.610 crores enhancing its capacity to over 0.5 million tonnes per annum.

Dalmia Bharat Sugar & Industries Ltd.

Dalmia Bharat Sugar & Industries Ltd. reported revenue of Rs. 989 cr. (8% rise year on year & 5% rise compared to previous quarter). EBITDA margins reduced from 7% to 6% year on year. Also, the company reported a profit of Rs.23 cr. Which is a decrease in profit by 57% year onyear.

Allcargo Terminals

Allcargo Terminals Ltd. reported revenue of Rs. 207 cr. (6% rise year on year & 11% rise compared to previous quarter). EBITDA margins Allcargo Terminals improved from 17% to 19% year on year. Also, the company reported a profit of Rs.11 cr. Which represents no change year on year

Saatvik Green Energy

Saatvik Solar Industries Private Limited (subsidiary of the company) has received orders aggregating to INR 299.40 Crores from three renowned Independent Power producers/EPC Players for supply of solar PV modules. The Orders will be executed during the period from December 2025 to March2026

Berger Paints

Berger Paints reported a 23.6% year-on-year decline in consolidated net profit to Rs 206 crore for the quarter ended September 2025, compared with Rs 270 crore in the same period last year. Revenue from operations grew 1.9% year-on-year to Rs 2,827 crore, up from Rs 2,774 crore in the corresponding quarter of the previous year.

Grasim Industries

Grasim Industries Ltd reported a standalone profit of Rs 805 crore for the July-September quarter, an increase of 12 percent year-on year. This also represents a return to profitability for the firm, which reported a loss of Rs 721 crore for the April-June quarter, as it built up its capital expenditure-intensive paints business. The company’s topline increased by 26 percent year-on-year to Rs 9,610 crore for the reported quarter, with the chemicals business reporting a 17 percent increase in revenue.

State Bank of India

SBI’s Q2FY26 net profit rose 10% YoY to Rs 20,160 crore, driven significantly by proceeds from the lender’s partial stake sale in Yes Bank. NII rose 3.3% to Rs 42,985 crore. SBI’s asset quality improved sequentially during the quarter. GNPA ratio declined to 1.73% from 1.83%. Net NPA ratio eased to 0.42% from 0.47%. Domestic NIM dropped 18 bps to 3.09% for the quarter versus 3.27% in the year ago period. The lender’s whole bank advances grew by 12.73% YoY.

Indian Hotels

Indian Hotels reported a 12% year-on-year growth in its topline to Rs 2,124 crore, while its net profit, on an adjusted basis, increased by 15% from last year to Rs 285 crore. The profit growth figure is excluding the one-off exceptional gain of Rs 307 crore that the company made in the same quarter last year due to the subsidiarisation of TajSATS

Chalet Hotels

Q2FY26 Net Sales came in at Rs 735.31 crore in September 2025 up 95.01% from Rs. 377.05 crore in September 2024. Quarterly Net Profit stood at Rs. 154.84 crore in September 2025 up 211.81% from Rs. 138.49 crore in September 2024. EBITDA stands at Rs. 307.75 crore in September 2025 up 97.73% from Rs. 155.64 crore in September 2024. Chalet Hotels’ EPS has increased to Rs. 7.08 in September2025 from Rs. 6.35 in September 2024.

RBL Bank

Mahindra and Mahindra is likely to sell its entire 3.45% stake in the bank, with the block size likely at $78 million (Rs 682 crore) and a floor price of Rs 317 per share

Marksans Pharma

The company’s wholly owned subsidiary, Relonchem in the UK, has received marketing authorization for its product Exemestane 25mg film-coated tablets from the UK MHRA. Exemestane tablets are used to treat hormone-positive breast cancer in postmenopausal women.

Zydus Lifesciences

The company has received an Establishment Inspection Report (EIR) from the USFDA (US Food and Drug Administration) for its manufacturing facility in SEZ II, Ahmedabad.

The USFDA conducted an inspection at the group’s manufacturing plant during August 11-14, 2025. The inspection was a Pre-Approval Inspection (PAI). The USFDA has concluded this inspection as closed, with no observations. The EIR has classified the facility as No Action Indicated (NAI)

Force Motors

The company reported total sales of 2,835 units in the month of October, growing 32.1% compared to 2,146 units sold in the same monthlast year

Source – HDFC Securities, Prime Daily, 6 Nov 2025