News Highly Sensitive to Stock Price
By Prime Research | Updated at: Oct 31, 2025 11:05 AM IST

Reliance Industries
Announced an expansive strategic partnership with Google to accelerate the adoption of Artificial Intelligence (AI) across India empowering consumers, enterprises, and developers. Google, in collaboration with Reliance Intelligence, will begin rolling out Google’s AI Pro plan featuring the latest version of Google Gemini to eligible Jio users, free of charge for 18 months. This 18-month offer is valued at Rs 35,100
United Spirits
United Spirits reported a 36.1% YoY rise in consolidated net profit at ₹464 crore for the quarter ended September. Revenue for the quarter rose 11.6% to ₹3,173 crore, supported by strong brand performance and steady consumer demand. EBITDA jumped 31.5% year-on-year to ₹660 crore. The company’s operating margin expanded sharply to 20.8%, compared with 17.7% in the same period last year
Swiggy
Swiggy’s net loss widened 74.4 percent year-on-year (YoY) to Rs 1,092 crore in the second quarter (Q2) of financial year 2025-26 (FY26), up from Rs 626 crore in the same period a year ago. It had reported a loss of Rs 1,197 crore in the previous quarter, as rapid expansion in its quick commerce vertical Instamart took a toll on the company’s
Swiggy’s revenue from operations rose 54.4 percent YoY to Rs 5,561 crore in Q2, up from Rs 3,601 crore a year ago. It had reported a revenue of Rs 4,961 crore in the previous quarter
Swiggy’s Board will meet on November 7 to consider and approve a proposal to raise Rs 10,000 crore through a qualified institutional placement
Dabur
Consolidated Revenue from operations stood at Rs. 3191 cr; up by 5.4% YoY, with India volume growth coming in at 2% YoY despite transitional headwinds from the new GST regime. The company gained market share across 95% of its portfolio. International business grew 7.7% in INR terms (5.5% YoY CC growth). Gross profit grew by 5.6% YoY to Rs 1578 cr with gross profit margin expanding by 10 bps YoY to 49.4% (241 bps QoQ expansion). Lower employee costs helped EBITDA margin expand by 18 bps YoY (-119 bps QoQ) despite higher ad spends during the quarter. In absolute terms, EBITDA grew by 6.4% YoY. PAT growth came in at 6.5% YoY.
Pidilite
Consolidated Revenue from operations stood at Rs. 3,554 cr; up by 9.9% YoY, driven by 10.3% Underlying Volume Growth (UVG). Gross profit grew by 11.3% YoY to Rs 1,956 cr on account of lower material costs. Gross profit margin expanded by 69 bps YoY to 55.0% as compared to 54.4% in Q2FY25. Higher other expenses limited EBITDA margin expansion to 17 bps YoY to 23.9%. In absolute terms, EBITDA grew by 10.7% YoY. PAT growth came in at 8.2% YoY.
ITC
ITC’s standalone net profit of Rs 5,180 crore for the second quarter, up 2% from Rs 5,078 crore in the same period last year. Revenue stood at Rs 18,021 crore, reflecting a 3.4% decline from Rs 18,648 crore in Q2 of the previous year. EBITDA increased 2.1% year-on year to Rs 6,252 crore from Rs 6,123 crore, with the EBITDA margin expanding to 34.7% from 32.8% in the corresponding period last year
Lodha Developers
Lodha Developers’ net profit for the second quarter of the financial year 2026 (Q2FY26) soared by 84.1 per cent YoY to Rs 778.7 crore, driven by significant operating, and financial leverage. Revenue from operations ncreased by 44.7 per cent YoY, to Rs 3,798.5 crore The company reported pre-sales of Rs 4,570 crore, up 7 per cent YoY amid limited launches in what’s typically considered a muted quarter for realty due to monsoons and inauspicious Shraddh period. This was the company’s best-ever Q2 in terms of pre-sales.
Cemindia Projects
Consolidated revenue stood at Rs 2,175.5 crore growing by 9.3% YoY from Rs. 1,990.9 crore for Q1FY26. EBITDA was up by 18.6% YoY to Rs 242 crore and EBITDA margin stood at 11.1% in Q2FY26 vs. 10.3% in Q2FY25. Net profit stood at Rs 107.7 crore in Q2FY26 vs. Rs 72 crore in Q2FY25 (+49% YoY).
Grindwell Norton
Net profit of Grindwell Norton rose 11.12% to Rs 106.88 crore in the quarter ended September 2025 as against Rs 96.18 crore during the previous quarter ended September 2024. Sales rose 11.73% to Rs 771.70 crore in the quarter ended September 2025 as against Rs 690.71 crore during the previous quarter ended September 2024
Welspun Corp
Company’s US subsidiary has won two major line pipe orders valued at around US$715 million for Natural Gas and NGL pipeline projects in the United States. With these orders, the US facility now has clear business visibility and continuity until FY28.
Aditya Birla Capital
Consolidated revenue rose 2.6% YoY to Rs 10,595 crore. Net profit for the quarter came in at Rs 882.5 crore. The company’s NBFC division reported disbursements of Rs 21,990 crore, up 14% from a year earlier. AUM rose 22% YoY to Rs 1.39 lakh crore, while the overall loan book expanded 29% year-on-year to Rs 1.78 lakh crore. AUM of the insurance business climber 10% YoY to Rs 5.5 lakh crore.
Hyundai Motor
Revenue for the quarter increased by 1.2% YoY to Rs 17,461 crore. Revenue growth during the quarter was muted as volumes were down 1%. EBITDA increased by 10% YoY to Rs 2,430 crore, and EBITDA margin expanded better than anticipated to 13.9% from 12.8% last year. Net profit increased by 14% from the year-ago period to Rs 1,572 crore.
Bandhan Bank
Bandhan Bank reported a significant 88% YoY decline in Q2 net profit to Rs 112 crore. Despite profit decline, the bank showed resilience in asset quality with stable GNPA at 5% and NNPA at 1.4%. Gross advances grew 7% YoY to Rs 1.4 lakh crore, while deposits increased 11% YoY to Rs 1.6 lakh crore. The bank is actively diversifying its portfolio with secured advances now constituting 55% of total advances, up from 47% a year ago.
NTPC
NTPC reported muted quarter as revenues came in at Rs 44,785 Cr growing merely 0.2% YoY due to lower thermal generation. EBITDA number grew by 9.9% YoY to Rs 12,815.7 Cr on the back to lower fuel cost through increasing contribution from renewables. PAT observed a de-growth of -2.9% from higher depreciation and lower income from JVs
Adani Power
Revenue from operations came in at Rs 13,639 Cr, marking 1.2% growth YoY and -3.3% decline QoQ. EBITDA noticed a degrowth of – 1.2% YoY/-13.3% QoQ to Rs 5,333 Cr. PAT for the quarter was Rs 2,906 Cr which declined by -11.9% YoY/ -12.1% QoQ
Welspun Corp
The board of Welspun Corp has approved the acquisition of 2,72,39,744 equity shares (4.11% equity stake) of Welspun Specialty Solutions, subsidiary company, from the Promoter Group at the market price subject to compliance of applicable laws.Upon completion of this acquisition, the Company’s equity holding in Welspun Specialty Solutions will increase from 51.06% to 55.17%.
TCS
The company has entered into a five-year partnership with Tata Motors to accelerate the automaker’s sustainability efforts. Tata Motors’ sustainability platform, Prakriti, powered by the AI-driven TCS Intelligent Urban Exchange (IUX), will digitize ESG data and enable real-time monitoring, automated ESG compliance reporting, and data-driven sustainability insights.
BEL
The company has secured additional orders worth Rs 732 crore since October 22. Major orders received include software-defined radios (SDRs), tank sub-systems, communication equipment, missile components, financial management software, cybersecurity solutions, upgrades, spares, and services.
V2 Retail
The company has launched its qualified institutional placement (QIP) with a floor price of Rs 2,245.75 per share. According to sources, the issue size may be Rs 300 crore, which can be scaled up to Rs 400 crore.
MTAR Technologies
The company has received an international order worth Rs 263.54 crore from an existing customer
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