Good Morning!
Stock Market Recap
Indian equity benchmarks recovered from their opening losses to trade higher on Monday, with the Nifty 50 rising 0.14% to 22,632.45 and the Sensex gaining 148.65 points, or 0.20%, to 73,272.48.
US Market Recap
The US stock market opened higher on Monday, as falling oil prices and increased enthusiasm around Anthropic IPO lifted sentiment. The Dow Jones added 212 points, or 0.4%. The Nasdaq Composite jumped 0.4%, while S&P 500 gained 0.3%.Â
Also Read | Layoffs Are Rising In Tech, But These Skills Are Helping People Unlock Better Pay
Earnings & Updates
Sumitomo Chemical Q2 (Cons)
Net Profit Down 11.8% At Rs 157 Crore Vs Rs 178 Crore YoY
Revenue Down 2.5% At Rs 907 Crore Vs Rs 930 Crore YoY
Ebitda Down 15% At Rs 185 Crore Vs Rs 218 Crore YoY
Ebitda Margin At 20.4% Vs 23.4% YoY
Dalmia Bharat Q2 (Cons)
Net Loss At Rs 207 Crore Vs Profit Of Rs 236 Crore YoY
One-Time Loss Of Rs 339 Crore In Q2
Tax Credit At Rs 85 Crore Vs Expense Of Rs 79 Crore YoY
Other Income At Rs 46 Crore Vs Rs 66 Crore YoY
Revenue Up 4.3% At Rs 3,563 Crore Vs Rs 3,417 Crore YoY
Ebitda Down 29.2% At Rs 493 Crore Vs Rs 696 Crore YoY
Ebitda Margin At 13.8% Vs 20.4% YoY
To Pay Interim Dividend Of Rs 4/Share; Record Date October 30
Paramount Communications Q2 (Cons)
Net Profit Up 82% At Rs 24.2 Crore Vs Rs 13.3 Crore YoY
Revenue Up 30.8% At Rs 560 Crore Vs Rs 428 Crore YoY
Ebitda At Rs 40.3 Crore Vs Rs 6 Crore YoY
Ebitda Margin At 7.2% Vs 1.4% YoY
Aequs Q2 (Cons)
Net Loss At Rs 52.4 Crore Vs Loss Of Rs 20.6 Crore YoY
Revenue Up 45% At Rs 409 Crore Vs Rs 282 Crore YoY
Ebitda Down 51.7% At Rs 14 Crore Vs Rs 29 Crore YoY
Ebitda Margin At 3.4% Vs 10.3% YoY
Sona BLW Q2 (Cons)
Net Profit Up 29% At Rs 223.4 Crore YoY
Net Order Book At Rs 25,100 Crore As Of Q2
Revenue Up 35% At Rs 1,546 Crore YoY
Ebitda Up 23% At Rs 356.2 Crore YoY
Ebitda Margin At 23%
Source: Presentation
Sona BLW (Ex-Forex Gains)
Revenue At Rs 1,536 Crore Vs Rs 1,138 Crore, Up 35% YoY
Net Profit At Rs 223 Crore Vs Rs 173 Crore, Up 29.4% YoY
Ebitda At Rs 346 Crore Vs Rs 284 Crore, Up 21.9% YoY
Ebitda Margin At 22.5% Vs 24.9%, Down 241 Bps YoY
REC Q2 (Cons)
Profit Down 21.2% At Rs 3,478 Crore Vs Rs 4,415 Crore YoY
Total Income Down 1% At Rs 15,010 Crore Vs Rs 15,162 Crore YoY
Tata Consumer Products Q2 (Cons)
Net Profit Up 16.2% At Rs 469 Crore Vs Rs 404 Crore YoY
Revenue Up 14% At Rs 5,661 Crore Vs Rs 4,966 Crore YoY
Ebitda Up 19.7% At Rs 804 Crore Vs Rs 671 Crore YoY
Ebitda Margin At 14.2% Vs 13.5% YoY
India Business Revenue Up 17% At Rs 3,666 Crore YoY
India Business Ebit Up 14% At Rs 409 Crore YoY
International Business Revenue Up 6% At Rs 1,370 Crore YoY
International Business Ebit Up 23% At Rs 182 Crore YoY
India Branded Business Underlying Volume Growth At 11%
Salt Revenue Grew 15% During The Quarter
India Tea Volume Flat Amid Subdued Demand
Tata Sampann Continued Strong Momentum
Tata Sampann Recorded 57% Revenue Growth In Q2
Continued Heatwave Impacted UK Revenue
Starbucks Revenue At Multi-Quarter High On Strong SSSG
Five-Star Business Finance Q2
Net Profit Up 4.6% At Rs 299 Crore Vs Rs 286 Crore YoY
NII Up 13% At Rs 707 Crore Vs Rs 626 Crore YoY
Loan Growth At 14% YoY
Pre-Provisioning Operating Profit Up 1% At Rs 439 Crore YoY
Net Interest Margin At 19.9% Vs 19.8% YoY
Disbursements Up 74% At Rs 2,078 Crore YoY
Gross NPA Unchanged At 3.5% QoQ
Astec Lifesciences Q2 (Cons)
Net Loss At Rs 37.4 Crore Vs Loss Of Rs 24.4 Crore YoY
Revenue Down 2.7% At Rs 72 Crore Vs Rs 74 Crore YoY
Brigade Hotel Ventures Q2 (Cons)
Net Profit At Rs 19.9 Crore Vs Rs 9.1 Crore YoY
Revenue Up 9.5% At Rs 138 Crore Vs Rs 126 Crore YoY
Ebitda Up 29.1% At Rs 47.9 Crore Vs Rs 37.1 Crore YoY
Ebitda Margin At 34.7% Vs 29.4% YoY
DCM Shriram Q2 (Cons)
Net Profit Down 33.5% At Rs 105 Crore Vs Rs 158 Crore YoY
Revenue Up 21.6% At Rs 3,977 Crore Vs Rs 3,271 Crore YoY
Ebitda Down 5.7% At Rs 292 Crore Vs Rs 309 Crore YoY
Ebitda Margin At 7.3% Vs 9.4% YoY
Other Income At Rs 27 Crore Vs Rs 99 Crore YoY
Tax Expense At Rs 47.8 Crore Vs Rs 87.1 Crore YoY
To Pay Interim Dividend Of Rs 4/Share
Capex Of Up To Rs 145 Crore Towards Solar Power Plant At Kota Complex
Capex Of Up To Rs 120 Crore For Additional Electrolysers At Kota And Bharuch Plants
Capex Of Up To Rs 60 Crore For Filter Presses At Kota Cement Plant
Board Approves Equity Contribution Of Up To Rs 50 Crore In JV Shriram Teknor
STL To Invest Up To Rs 133 Crore In New Manufacturing Lines For Specialty PVC And Medical Grades
Aavas Financiers Q2
Total Income Up 10.4% At Rs 737 Crore Vs Rs 667 Crore YoY
Net Profit Up 10.7% At Rs 182 Crore Vs Rs 164 Crore YoY
Venus Remedies Q2 FY27 (Cons)
Revenue Up 13.5% At Rs 219 Crore Vs Rs 193 Crore YoY
Ebitda Up 37.3% At Rs 43 Crore Vs Rs 31 Crore YoY
Ebitda Margin At 19.4% Vs 16.1%, Up 337 Bps YoY
Net Profit Up 27.4% At Rs 26 Crore Vs Rs 20 Crore YoY
Shanthi Gears Q2
Net Profit Down 27% At Rs 15.7 Crore Vs Rs 21.5 Crore YoY
Revenue Down 3% At Rs 128 Crore Vs Rs 132 Crore YoY
Ebitda Down 14.4% At Rs 22.7 Crore Vs Rs 26.5 Crore YoY
Ebitda Margin At 17.7% Vs 20.1% YoY
Paytm Q2 (Cons)
Net Profit Up 2.7% At Rs 226 Crore Vs Rs 220 Crore QoQ
Revenue Up 8.2% At Rs 2,648 Crore Vs Rs 2,448 Crore QoQ
Ebitda Up 33% At Rs 270 Crore Vs Rs 203 Crore QoQ
Ebitda Margin At 10.2% Vs 8.3% QoQ
To Invest Rs 500 Crore In Paytm Cloud Tech
To Invest Rs 500 Crore In Singapore Arm
Sees Payments Processing Margin Up 2.5 Bps
Payment Processing Margin Seen Rising Post UPI MDR
UPI MDR Impact Expected To Stabilise In 2-3 Quarters
Antelopus Selan Q2
Revenue At Rs 119 Crore Vs Rs 55.1 Crore YoY
Ebitda At Rs 82 Crore Vs Rs 29.4 Crore YoY
Ebitda Margin At 68.8% Vs 53.4% YoY
Net Profit At Rs 57.3 Crore Vs Rs 11.8 Crore YoY
Leap India Q2 (Cons)
Net Profit Up 61.8% At Rs 17.8 Crore Vs Rs 11 Crore YoY
Revenue Up 17.9% At Rs 211 Crore Vs Rs 179 Crore YoY
Ebitda Up 16.4% At Rs 105 Crore Vs Rs 90.3 Crore YoY
Ebitda Margin At 49.8% Vs 50.4% YoY
Other Income At Rs 4.7 Crore Vs Outgo Of Rs 2.5 Crore YoY
Tax Expense At Rs 6 Crore Vs Rs 4 Crore YoY
Nazara Technologies Q2 (Cons)
Net Profit At Rs 36.3 Crore Vs Loss Of Rs 29.4 Crore YoY
Revenue Up 52.7% At Rs 803 Crore Vs Rs 526 Crore YoY
Ebitda Up 88.6% At Rs 112 Crore Vs Rs 59.6 Crore YoY
Ebitda Margin At 14% Vs 11.3% YoY
Other Income At Rs 13.7 Crore Vs Rs 1,105 Crore YoY
Q2 FY26 Had A One-Time Loss Of Rs 915 Crore
Aegis Logistics Q2 (Cons)
Net Profit Up 45.1% At Rs 261 Crore Vs Rs 180 Crore YoY
Revenue Down 3.5% At Rs 2,213 Crore Vs Rs 2,294 Crore YoY
Ebitda Up 49.4% At Rs 434 Crore Vs Rs 291 Crore YoY
Ebitda Margin At 19.6% Vs 12.7% YoY
KFin Technologies Q2 (Cons)
Net Profit Up 33.4% At Rs 100 Crore Vs Rs 75.2 Crore QoQ
Revenue Up 12.7% At Rs 402 Crore Vs Rs 357 Crore QoQ
Ebitda Up 32% At Rs 161 Crore Vs Rs 122 Crore QoQ
Ebitda Margin At 40.1% Vs 34.2% QoQ
Sunteck Realty Q2 (Cons)
Net Profit Up 18.8% At Rs 58.3 Crore Vs Rs 49 Crore YoY
Revenue Up 27.1% At Rs 321 Crore Vs Rs 252 Crore YoY
Ebitda Up 12.8% At Rs 88.4 Crore Vs Rs 78.4 Crore YoY
Ebitda Margin At 27.6% Vs 31.1% YoY
WeWork India Q2 (Cons)
Net Profit At Rs 20.3 Crore Vs Rs 6.3 Crore YoY
Revenue Up 33.6% At Rs 768 Crore Vs Rs 575 Crore YoY
Ebitda Up 28.9% At Rs 490 Crore Vs Rs 380 Crore YoY
Ebitda Margin At 63.8% Vs 66.1% YoY
To Set Up 10 MWp Captive Solar Power Plant
Stocks In News
Blue Dart: Launches International Parcel Connect.
HEG Advanced: Riju Jhunjhunwala Appointed Chair Of Malana Power And AD Hydropower.
Raymond Realty: Arm To Raise Rs 210 Crore From ICICI Prudential Real Estate Development Fund.
Thomas Cook: Arm Opens Resort In Bandhavgarh, Madhya Pradesh.
Central Bank Of India: Outward RTGS System Restored Across All Channels; Technical Issue Identified In RTGS Server; No Customer Financial Loss Reported.
Genus Power Infrastructures: Board Approves Share Buyback Worth Rs 148 Crore At Rs 312/Share.
Indegene: Incorporates Portugal Step-Down Subsidiary.
TSF Investments: To Sell Entire 3.74% Stake In TVS Holdings To Promoter Group Members.
Euro Pratik: Proposed Acquisition Of 56% Stake In Fabwood Solutions LLP Put On Hold.
E2E Networks: Plans 5.4 MW NVIDIA Blackwell Expansion; AI Factory Capacity To Rise To 14.6 MW.
Varroc Engineering: To Invest Up To €4.5 Million For 45% Stake In Forsee Power India.
IDBI Bank: ICRA Places Long-Term Ratings On Watch; CD Rating Retained At (ICRA)A1+.
Shoppers Stop: Invests Rs 10 Crore In GSSBBL Preference Shares; Total Investment Rises To Rs 135 Crore.
Aavas Financiers: Announces Board Changes Effective October 27.
GSPL Transmission: CARE Assigns AA+ Stable Rating To Rs 300 Crore Bank Facilities.
Bajel Projects: Bags EPC Orders Worth Over Rs 1,700 Crore.
Page Industries: Company And Yellow Flower Trading LLC File Separate Appeals.
IRCON International: Faces GST Notice Of Rs 72.41 Crore; HC Stays Order Till Next Hearing.
CG Power: Subsidiary GGT Receives RDSO Approval For Rs 433 Crore Kavach 4.0 Order.
HCLTech: Completes Acquisition Of 100% Stake In Robotic Process Automation.
Persistent Systems: QIP Closes Today; To Allot 76.83 Lakh Shares At Rs 5,550/Share.
Sigma Advanced: Bags Rs 973 Crore NATO Supply Order.
UltraTech Cement: Targets Grey Cement Capacity Of 242.9 MTPA By FY28; Green Power Mix At 85% By FY30.
Samvardhana Motherson: NCLT Mumbai Approves Composite Scheme Of Arrangement.
Aavas Financiers: IRDAI Grants Corporate Agent Registration.
From Bloomberg, PTI, Informist
Jio Financial: No Plans To Enter Gold Loans Segment, MD Sethia Says.
Anthropic: Publicly Files For Nasdaq IPO.
Oil: WTI Falls Below $101/Barrel.
Microsoft: To Offer Buyouts To 60,000 Workers.
Board Meetings
Avalon Technologies: Fund Raising
Sky Gold: Fund Raising
Tata Capital: Fund Raising
Transport Corporation Of India: Fund Raising
IPO Opening
SFC Environmental Technologies
Total Income: Rs 821.27 Crore (FY26) Vs Rs 726.96 Crore (FY25)
PAT: Rs 160.21 Crore Vs Rs 152.01 Crore
Ebitda: Rs 235.81 Crore Vs Rs 207.48 Crore
BLS Polymers
Total Income: Rs 354.41 Crore (FY26) Vs Rs 336.70 Crore (FY25)
PAT: Rs 27.01 Crore Vs Rs 21.14 Crore
Ebitda: Rs 46.60 Crore Vs Rs 39.66 Crore
Earnings Tomorrow
Allied Blenders And Distillers, ACC, Acutaas Chemicals, AWL Agri Business, Bajaj Auto, Bharat Bijlee, Capri Global Capital, Cipla, Concord Biotech, FDC, Gandhar Oil Refinery (India), Gravita India, Home First Finance Company India, Honeywell Automation India, Huhtamaki India, IFB Industries, IndiaMART InterMESH, Indoco Remedies, Indus Towers, JSW Cement, JSW Infrastructure, Jubilant Ingrevia, Kirloskar Brothers, Kirloskar Pneumatic Company, Larsen & Toubro, LT Foods, Maruti Suzuki India, Mazagon Dock Shipbuilders, MedPlus Health Services, Max Financial Services, Morepen Laboratories, NIIT, Onesource Specialty Pharma, PTC India Financial Services, PG Electroplast, Piramal Pharma, Quick Heal Technologies, Radico Khaitan, Raymond, Raymond Realty, Route Mobile, Steel Authority Of India, SBI Life Insurance Company, Schaeffler India, SG Mart, Siyaram Silk Mills, Sky Gold And Diamonds, Star Health And Allied Insurance Company, Syngene International, Tanla Platforms, Tata Capital, Tata Steel, Transport Corporation Of India, United Breweries, Vardhman Special Steels, Waaree Energies.
Bulk/Block Deals
Indo Tech Transformers: Irage Broking Bought 1.39 Lakh Shares; F3 Advisors And Setu Securities Sold Shares.
Apollo Micro Systems: QE Securities Sold 50,442 Shares; Jump Trading Bought And Sold 26.42 Lakh Shares.
DCM Shriram Industries: Mugi Constructions Bought 2.33 Lakh Shares; Vivek Drolia Bought 80,000 Shares.
Hero Motors: Setu Securities Bought 5.64 Lakh Shares; Swastik Trading Bought 1.5 Lakh Shares.
Ola Electric Mobility: SVF II Ostrich Sold 2.37 Crore REs; Param Capital Bought 2.18 Crore REs.
PC Jeweller: HRTI Sold 88.58 Lakh Shares; Jump Trading Bought And Sold 9.63 Crore Shares.
SG Mart: Riambel Capital PCC-RCC1 Bought 7.9 Lakh Shares.
Shanti Gold International: HRTI Sold 47,514 Shares.
Steel Strips Wheels: HRTI And QE Securities Sold Shares.
Tourism Finance Corporation Of India: Mansi Share And Stock Broking Sold 4.9 Lakh Shares.
Tonbo Imaging India: Mathisys Quantcap And Microcurves Trading Bought And Sold Shares.
Insider Trading
Karur Vysya Bank: Promoter A J Suriyanarayana Sold 25,000 Shares.
Trading Tweak
Price Band Change From 10% To 5%
Indo Rama Synthetics (India)
Runwal Enterprises
SML Mahindra
Price Band Change From 5% To 20%
Triveni Power Transmission
Excluded From ASM Framework
West Coast Paper Mills
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