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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