Muthoot Finance – Earnings Firepower at Multi-Quarter Highs

CMP: Rs. 3,393 | M-Cap: Rs. 1,36,235 Cr | P/E: 18.7

Muthoot Finance has delivered a blockbuster quarter with Sales rising 48% YoY to Rs. 7,283 cr, supported by strong growth in the gold loan book.
EBIDTA surged 61% YoY to Rs. 5,803 cr, reflecting superior operating leverage and improved spreads.
Net Profit jumped 90% YoY to Rs. 2,412 cr, while EPS doubled to Rs. 60.29, highlighting exceptional profitability and strong asset quality trends.

Chanakya View:

With robust growth across all parameters, improving profitability and a reasonable valuation (P/E 18.7), Muthoot Finance continues to remain a steady compounder in the NBFC space. The earnings momentum indicates further upside potential.

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Jubilant Foodworks – Strong Profit Rebound in Q2 FY26

Jubilant Foodworks posted a healthy performance in Sep 2025 with sales rising 20% YoY to Rs. 2,340 crore, supported by steady demand recovery across brands. EBIDTA jumped 20% YoY to Rs. 476 crore, reflecting improved operating efficiency and better cost control.
The major highlight was the sharp turnaround in profitability — Net Profit surged 53% YoY to Rs. 195 crore, against Rs. 94.3 crore in the previous quarter and Rs. 66.5 crore a year ago. EPS soared 191% YoY to Rs. 2.82, indicating strong earnings momentum.
At Rs. 574, the stock trades at a rich valuation (PE 126.4), but the sharp rebound in margins and profits may support sentiment in the near term.

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Eicher Motors: Strong Double-Digit Growth Continues

(30 second reading) Eicher Motors has delivered another robust quarter with Sales jumping 45% YoY to Rs. 6,172 crore, driven by strong Royal Enfield demand. EBITDA surged 39% YoY to Rs. 1,512 crore, reflecting firm operating performance. Net Profit rose 24% YoY to Rs. 1,369 crore, supported by healthy volumes and improved cost efficiencies.
Earnings per share (EPS) increased sharply to Rs. 49.93, compared to Rs. 40.15 last year.
Overall, the company continues to strengthen its leadership in the mid-weight motorcycles segment with solid profitability momentum.

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P N Gadgil Jewellers – Shining Q2 with Profit Surge

CMP: Rs. 671 | M-Cap: Rs. 9,112 Cr | P/E: 30.7

P N Gadgil Jewellers reported a strong Q2 FY25 performance, with sales up 9% YoY to Rs. 2,178 crore.
EBIDTA jumped 98% YoY to Rs. 107 crore, while Net Profit soared 127% YoY to Rs. 79.3 crore.
EPS more than doubled to Rs. 5.84 (vs Rs. 2.57 YoY), highlighting robust festive demand and margin expansion.

Chanakya View:
With sustained profit momentum and expanding margins, P N Gadgil Jewellers remains a sparkling performer in the retail jewellery space.

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Asian Hotels (W) – Strong Profit Momentum Continues

CMP: Rs. 144 | M-Cap: Rs. 168 Cr | P/E: 3.1

Asian Hotels (W) has posted another robust quarter. Sales rose 18% YoY to Rs. 114 cr, driven by higher occupancy and strong room rates.
EBIDTA jumped 46% YoY to Rs. 55.2 cr, while Net Profit climbed 35% YoY to Rs. 24.4 cr.
EPS improved to Rs. 20.95 (vs Rs. 15.50 YoY), underscoring sustained operating leverage.

Chanakya View:
With a low P/E and rising profitability, the stock remains a value pick in the hospitality space showing clear earnings traction.

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Monte Carlo Fashions – Profits Double on Strong Q2 Recovery

CMP: Rs. 771 | M-Cap: Rs. 1,601 Cr | P/E: 18.9

Monte Carlo Fashions reported a sharp turnaround in Q2 FY25, with sales up 13% YoY to Rs. 249 cr.
EBIDTA jumped 46% YoY to Rs. 41.5 cr, reflecting improved operating efficiency.
Net Profit surged 102% YoY to Rs. 16.2 cr, recovering from a loss in Q1.
EPS doubled to Rs. 7.80 (vs. Rs. 3.86 YoY).

Chanakya View:
A strong festive-season comeback — consistent margin improvement and profit growth make this a steady apparel sector outperformer.

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Ginni Filaments – Strong Turnaround Performance

CMP: Rs. 41.30 | M-Cap: Rs. 353 Cr | P/E: 9.2

Ginni Filaments has delivered a remarkable turnaround in Q2 FY25, with sales up 2% YoY to Rs. 95 crore.
EBIDTA surged 590% YoY to Rs. 16.6 crore, while Net Profit jumped an extraordinary 12,438% to Rs. 10.3 crore.
EPS improved sharply to Rs. 1.20 (vs. Rs. 0.01 YoY), reflecting a strong operational recovery and margin expansion.

Chanakya View:
Operational revival complete — low P/E and improving profitability make it a potential turnaround play to watch.

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Hindware  posted a sharp turnaround

Hindware Home Innovation posted a sharp turnaround in Q2 FY26. Sales grew 7 percent YOY to Rs. 676 crore, while EBITDA surged 90 percent to Rs. 56.4 crore, reflecting strong operating recovery. The company swung back to profit with Rs. 5.04 crore, compared to losses in both the June quarter and last year. EPS improved to Rs. 0.59, a major jump from negative levels.

At Rs. 378, the company’s earnings revival signals improving fundamentals and better margin traction.

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RBZ Jewellers delivered an excellent Q2 FY26 performance

RBZ Jewellers delivered an excellent Q2 FY26 performance. Sales rose 24 percent YOY to Rs. 145 crore, driven by strong festive and wedding-season demand. EBITDA jumped 102 percent to Rs. 28.2 crore, indicating major margin improvement. Net profit surged 130 percent to Rs. 18.6 crore, pushing EPS up 130 percent to Rs. 4.64 from Rs. 2.02 last year.

At Rs. 164, the stock trades at a reasonable PE of 13.8x, supported by sharp earnings momentum.

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Surya Roshni delivered a strong Q2 FY26 performance

Surya Roshni delivered a strong Q2 FY26 performance. Sales grew 21 percent YOY to Rs. 1,845 crore, driven by improved demand across lighting and steel pipes. EBITDA jumped 55 percent to Rs. 118 crore, reflecting better margins. Net profit surged 106 percent to Rs. 74.1 crore, pushing EPS up 105 percent to Rs. 3.41 from Rs. 1.66 last year.

At Rs. 300, the stock trades at an attractive PE of 19.9x, with earnings momentum clearly strengthening.

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MOIL  Sales rose 19 percent YOY

(30 second reading) MOIL delivered a steady and healthy performance in Q2 FY26. Sales rose 19 percent YOY to Rs.348 crore, supported by firm manganese ore demand. EBITDA increased 26 percent to Rs.99.5 crore, reflecting improved realisations and operating efficiency. Net profit jumped 41 percent to Rs.70.4 crore, with EPS rising to Rs.3.46 from Rs.2.46 last year.

At Rs.373, the stock trades at a reasonable PE of 25.2x, indicating stable growth at fair valuations.

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Borosil Renewables posted turnaround

(30 second reading) Borosil Renewables posted a powerful turnaround in Q2 FY26. Sales jumped 42 percent YOY to Rs.378 crore, while EBITDA surged 159 percent toRs.124 crore, indicating sharp operating leverage. The biggest shift came at the bottom line, where net profit soared 429 percent to Rs.45.8 crore compared to Rs.12.6 crore last year and a loss in the June quarter. EPS improved to Rs.3.44 versus Rs.0.97 a year ago.

At Rs.699, the stock trades at a steep PE of 78x, reflecting high expectations on sustained growth momentum.

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Suprajit Engineering Q2: Exceptional Profit Rebound

(30 seconds reading) Suprajit Engineering delivered a strong September 2025 quarter. Sales grew 13% YoY to Rs. 941 crore, supported by steady demand across automotive and non-auto segments. EBITDA jumped 58% YoY to Rs. 99.6 crore, reflecting improved margins and operational efficiency.

The standout highlight was profitability. Net profit surged over 10,500% YoY to Rs. 51 crore, compared to a negligible Rs. 0.48 crore last year, driven by better realisations and lower exceptional costs. EPS rose sharply to Rs. 3.67 from Rs. 0.03.

At Rs. 433, the stock trades at a PE of 37.5. The sharp turnaround in earnings provides confidence, though sustained performance over coming quarters will determine further upside.

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WeWork India Q2: Strong Revenue

(30 seconds reading) WeWork India reported solid top-line growth in September 2025, with sales rising 22% YoY to Rs. 575 crore, supported by sustained demand for flexible workspace solutions. EBITDA also improved 27% YoY to Rs. 380 crore, indicating healthy operating leverage.

However, profitability saw a drastic collapse. Net profit plunged 97% YoY to Rs. 6.41 crore, sharply lower than Rs. 204 crore last year, due to one-offs and higher interest and depreciation charges. EPS dropped to Rs. 0.47 from Rs. 37.16 YoY.

At Rs. 624, the stock trades at a PE of 49, which looks expensive given the severe pressure on net earnings. Investors will need clarity on whether this profit decline is temporary or structural.

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Elin Electronics Q2: Strong Turnaround

(30 seconds reading) Elin Electronics delivered an impressive September 2025 quarter. Sales rose 23% YoY to Rs. 375 crore, driven by healthy demand in key product categories. Operating performance improved sharply, with EBITDA up 80% YoY to Rs. 20.4 crore, reflecting better margins and cost efficiency.

Net profit surged 115% YoY to Rs. 10.3 crore, and EPS jumped to Rs. 2.07 compared to Rs. 0.96 last year, signalling a strong turnaround at the bottom line.

At Rs. 203, the stock trades at a PE of 26.3, which appears reasonable given the strong earnings momentum. Sustaining this profitability trend will be key for further re-rating

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SJVN Q2 Update: Sharp Profit Decline

(30 seconds reading) SJVN posted a flat performance in the September 2025 quarter. Sales inched up 1% YoY to Rs. 1,032 crore, while EBITDA improved 4% YoY to Rs.860 crore, indicating stable operating efficiency. However, profitability weakened sharply. Net profit dropped 30% YoY to ₹308 crore, and EPS fell to ₹0.78 from ₹1.12 last year, largely due to higher costs and lower other income.

At Rs.84.2, the stock trades at a steep PE of 59.4, which appears demanding given the muted revenue growth and significant pressure on earnings. Investors may wait for clarity on profitability recovery before taking fresh positions.

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Trent Q2 Results: Profit Steady

(25 seconds reading) Trent reported nearly 16% YoY revenue growth in Q2, but analysts flagged a clear deceleration. A strong 43% YoY increase in retail area was offset by a 17% drop in revenue per sq. ft, pointing to store-level cannibalisation.
Even so, net profit rose 11.44% to Rs.373.42 crore, supported by tight cost controls.

Analysts noted that an expanding mix of tier-2 and new stores, which typically take longer to mature, slowed overall productivity. Profitability improved due to aggressive cost optimisation, but brokerages cut earnings estimates, which weighed on the stock.

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BEL secures Rs 792 crore orders

Bharat Electronics Ltd (BEL) has received fresh orders worth Rs 792 crore since October 30, 2025. The contracts include defence network upgrades, radio communication systems, radars, drones, combat management systems, gun-sighting equipment, spares and related services. The orders strengthen BEL’s execution pipeline for FY26. Following the announcement, the stock traded 0.70% higher at Rs 417.15.

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Angel One Limited announced its unaudited consolidated financial results for the quarter ended 30th September 2025. ▪ Consolidated Total Net Revenues Rs. 9,410 mn in Q2 ‘26 vs Rs. 8,913 mn in Q1 ‘26, a growth of 5.6% on QoQ basis ▪ Consolidated EBDAT ReportedEBDAT of Rs. 3,246 mn in Q2 ‘26 vs Rs. 1,944mn in Q1 ‘26, a growth of 67.0% on QoQ basis ReportedEBDAT Margin (as % of Total NetIncome) stood at 34.5% in Q2 ’26 AdjustedEBDAT* at Rs. 3,246 mn in Q2 ’26 vs Rs. 3,061 in Q1 ‘26, a growth of 6.1% QoQ AdjustedEBDAT Margin* stood at 34.5% in Q2 ‘26 vs 34.3% in Q1 ’26 ▪ Consolidated Profit After Tax ReportedPAT of Rs. 2,117 mn in Q2 ‘26 vs Rs. 1,145 mn in Q1 ‘26, a growth of 85.0% on QoQ basis Adjusted PAT* at Rs. 2,117 mn in Q2 ’26 vs Rs. 1,922 in Q1 ‘26, a growth of 10.1% QoQ

Paras Defence stock split & dividend

Paras Defence and Space Technologies has received shareholders approval for the sub-division of equity shares or stock split. This is the first-ever stock split by Paras Defence.

Paras Defence has declared its first-ever dividend of Rs 0.50 per shareduring its Q4 FY25 earnings on April 30. 

In the fourth quarter, Paras Defence reported a stellar 97% increase in net profit, reaching Rs 19.7 crore compared to Rs 10 crore during the same period last year. The company’s revenue also rose by 35.8% year-on-year to Rs 108.2 crore, up from Rs 79.7 crore in the previous year’s quarter.

Paras Defence stock split & dividend

ITD Cementation Wins Order Worth Rs 893 Crore In Odisha

ITD Cementation India Ltd. has won a contract worth Rs 893 crore in Odisha. The project involves the construction of the berth and breakwater for the development of greenfield captive jetties, according to a stock exchange filing on Monday.

ITD Cementation is eyeing a top-line growth of 25–30% in the current financial year and the company is also focusing on cost control and improving its margin, Chief Financial Officer Prasad Patwardhan said last month.

ITD Cementation Wins Order Worth Rs 893 Crore

Yes Bank to raise Rs 16,000 crore via equity, debt

Private sector lender Yes Bank announced that its board has approved raising of Rs 16,000 crore through a mix of equity and debt in order to fund business growth. The Bank has approved raising up to Rs 7,500 crore in equity capital and Rs 8,500 crore through debt instruments during FY26. The funds will be raised in several phases, across both domestic and international markets.

In a regulatory filing, the company said that it has received board approval to raise up to Rs 7,500 crore by issuing equity securities through various permitted methods. However, the total equity dilution including from converting any approved convertible debt, will not exceed 10 per cent.

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 Reliance To Develop Open Spaces Around Mumbai's Coastal Road

Nearly a year after Mumbai's Coastal Road was opened to traffic, the BMC has selected Reliance Industries Limited (RIL) to develop 53 hectares of reclaimed open space along the road. The company will take at least three to four months to prepare a plan, following which work on realising new open spaces along the road from Priyadarshini Park to Worli will commence, said sources in the civic body. Initially, the BMC had planned to develop open spaces along the 13,000-crore Coastal Road of its own accord.

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