News

SBI Says:

Expect Demand For Credit To Continue In H2

Retain Guidance Of 3% Or More For NIM In FY26

Aim For Credit Growth Of 12-14% In FY26

Corporate Credit Growth In Oct-Mar Should Be In Double Digits

Have Adequate Time To Work On ECL Provisioning

Don’t Think There’ll Be Any Major Impact

Double-digit Credit Growth Is Achievable For Both, The Bank & Overall System

FY26 Credit Growth Guidance Revised To 12-14% Vs 12-13% Earlier

Alembic Pharmaceuticals Ltd posted a healthy set of numbers for the July–September quarter (Q2 FY26), with consolidated net profit rising 21% year-on-year to ₹185 crore, compared to ₹153 crore a year earlier.

Revenue grew 16% to ₹1,910 crore from ₹1,648 crore in the corresponding period last year, reflecting broad-based momentum across business segments.

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Shares of Adani Enterprises Ltd. declined over 2% on Tuesday, November 4, in response to its September quarter results, and its fund raising announcement.

The board of Adani Enterprises has approved raising ₹25,000 crore through the issue of partly paid up equity shares of the company, through a rights issue.

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Board Approves Fund Raise Of Upto Rs 25,00 Cr Via Rights Issue

Net Profit up 84% At Rs 3,199 Cr Vs Rs 1,742 Cr (YoY)

Revenue down 6% At Rs 21,248.5 Cr Vs Rs 22,608 Cr (YoY)

EBITDA down 23% At Rs 3,407 Cr Vs Rs 4,446 Cr (YoY)

Margin At 16% Vs 19.7% (YoY)

One-time Gain At Rs 3,583 Cr Vs Nil (YoY)

M&M Says:

Expect Tractor Industry To Grow In Low-Double Digits In FY26

Raised Tractor Sector FY26 Growth Outlook On Good Monsoon, GST Cut

Will See Reasonable Performance From Auto, Tractor Segments In Nov

Net Profit up 11.7% At Rs 67 Cr Vs Rs 60 Cr (YoY)

Revenue up 45.5% At Rs 567.3 Cr Vs Rs 390 Cr (YoY)

EBITDA u[ 24.7% At Rs 120.3 Cr Vs Rs 97 Cr (YoY)

Margin At 21.2% Vs 24.7% (YoY)

DCW Ltd, the diversified chemical manufacturer, posted a strong turnaround in its September quarter (Q2 FY26) results, swinging to a net profit of ₹13.8 crore from a loss of ₹1.24 crore in the same period last year.

Revenue grew 10% year-on-year to ₹539.2 crore from ₹488.7 crore, reflecting steady demand and improved realisations across key segments.

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Net Profit up 21% At Rs 185 Cr Vs Rs 153 Cr (YoY)

Revenue up 16% At Rs 1,910 Cr Vs Rs 1,648 Cr (YoY)

EBITDA up 32% At Rs 315.3 Cr Vs Rs 239.3 Cr (YoY)

Margin At 16.5% Vs 14.5% (YoY)

Net Profit up 3% At Rs 43.3 Cr Vs Rs 42 Cr (YoY)

Revenue up 10% At Rs 202 Cr Vs Rs 183 Cr (YoY)

EBITDA up 7.5% At Rs 82 Cr Vs Rs 76 Cr (YoY)

Margin At 40.5% Vs 41.5% (YoY)

Shares of Escorts Kubota Ltd. are trading with losses of over 1% on Tuesday, November 4, in response to their September quarter results.

The company’s revenue increased by 22.6% from last year to ₹2,791.6 crore from ₹2,277 crore. Growth was led by the core Agri Machinery products business, where the revenue increased to ₹2,446 crore from ₹1,896.5 crore last year.

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Castrol India Ltd posted a steady set of results for the September quarter (Q3 FY25), with profit rising 10% year-on-year to ₹228 crore, compared with ₹207 crore in the same period last year.

Revenue grew 5.8% to ₹1,363 crore from ₹1,288 crore, supported by strong growth across rural and industrial markets.

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Net Profit At Rs 13.80 Cr Vs Loss Of Rs 1.24 Cr (YoY)

Revenue up 10% At Rs 539.2 Cr Vs Rs 488.70 Cr (YoY)

EBITDA up 63% At Rs 58 Cr Vs Rs 35.60 Cr (YoY)

Margin At 10.8% Vs 7.3% (YoY)

Shares of Bansal Wire Industries Ltd. fell over 4% on Tuesday, November 4, after the company reported its earnings results for the Q2 ended September 30.

The company reported a 28% year-on-year (YoY) growth in revenue to ₹1,055.4 crore for the quarter. Revenue for the same quarter last year stood at ₹825.4 crore.

It reported ₹38.3 crore in net profit, down 4.3% on a year-on-year basis and 2.3% on a sequential basis. Net profit for the same quarter last year stood at ₹40 crore while June quarter reported ₹39.2 crore.

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Anish Shah at M&M earnings presser:

– Seeing continued strong

performance across businesses

– Farm led the way, with 54% increase in PAT

– ⁠auto impacted by GST transition

– ⁠Breakout quarter for Mahindra Finance

Arvind Smartspaces To CNBC-TV18

By The End Of This Year, Will Have Rs 14,000 Cr Worth GDV

Will Add Rs 4,000 Cr Worth Additional GDV This Year

On Track For 35% Bookings Growth For This Year

Long-term Target Of 33%, Each From Bangalore, Gujarat And MMR

Target 40% Each From Bangalore & Gujarat, 20% From MMR In The Near Term

Baroda Project Will Have Ticket Sizes Of 70 Lk

Target 10-15% Collection Growth

Net Profit down 1.8% At Rs 318 Cr Vs Rs 324 Cr (YoY)

Revenue up 22.6% At Rs 2,791.6 Cr Vs Rs 2,277 Cr (YoY)

EBITDA up 56.6% At Rs 359.5 Cr Vs Rs 229.6 Cr (YoY)

Margin At 12.8% Vs 10% (YoY)

Net Profit Down 9% At ₹16 Cr Vs ₹17.6 Cr (YoY)

Revenue Up 7.5%At ₹688.60 Cr Vs ₹640.50 Cr (YoY)

EBITDA Down 1%At ₹57 Cr Vs ₹57.60 Cr (YoY)

Margin At 8.3% Vs 9% (YoY)

Net Profit up 10% At Rs 228 Cr Vs Rs 207 Cr (YoY)

Revenue up 5.8% At Rs 1,363 Cr Vs Rs 1,288 Cr (YoY)

EBITDA up 13% At Rs 323 Cr Vs Rs 285.6 Cr (YoY)

Margin At 23.7% Vs 22% (YoY)

India’s largest lender State Bank of India Ltd. (SBI) reported results on Tuesday, November 4, which were better, when compared to the CNBC-TV18 poll on most fronts.

SBI’s Net Interest Income (NII) or core income increased by 3% on a year-on-year basis to ₹42,985 crore. A CNBC-TV18 poll was working with a figure of ₹40,766 crore.

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Adani Ports and Special Economic Zone Ltd. (APSEZ) reported a strong set of Q2 numbers, with profit and revenue surpassing Street estimates.

The company’s net profit rose 27.2% year-on-year to ₹3,109 crore, compared with ₹2,445 crore in the same quarter last year. Revenue grew 29.7% to ₹9,167.5 crore from ₹7,067 crore.

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Snowman Logistics Ltd. reported a net loss of ₹3 crore for the quarter ended September 2025, compared with a profit of ₹0.6 crore in the same period last year.

Revenue for the quarter rose 8.5% year-on-year to ₹156 crore from ₹143.4 crore, driven by steady demand in the cold-chain logistics segment.

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Net Profit At Rs 20,160 Cr Vs CNBC-TV18 Poll Of Rs 17,048 Cr

NII At Rs 42,985 Cr Vs CNBC-TV18 Poll Of Rs 40,766 Cr

Net Profit up 10% At Rs 20,160 Cr Vs Rs 18,331 Cr (YoY)

NII up 3.3% At Rs 42,985 Cr Vs Rs 41,620 Cr (YoY)

Provision At Rs 5,400 Cr Vs Rs 4,757 Cr (QoQ) Vs Rs 4,506 Cr (YoY)

Gross NPA At 1.73% Vs 1.83% (QoQ)

Net NPA At 0.42% Vs 0.47% (QoQ)

Gross NPA At Rs 76,243 Cr Vs Rs 78,039.7 Cr (QoQ)

Net NPA At Rs 18,460 Cr Vs Rs 19,908 Cr (QoQ)

PPoP Down 10.6% QoQ & Down 6.77% YoY

Click here to track LIVE Updates on SBI

Net profit at ₹4,521 Cr Vs CNBC-TV18 poll of ₹4,044 Cr

Revenue at ₹33,422 Cr Vs CNBC-TV18 poll of ₹34,294 Cr

EBITDA at ₹4,862 Cr Vs CNBC-TV18 poll of ₹4,759 Cr

Margin at 14.5% Vs CNBC-TV18 poll of 13.9%

Net Profit up 17.7% At Rs 4,521 Cr Vs Rs 3,841 Cr (YoY)

Revenue up 21.3% At Rs 33,422 Cr Vs Rs 27,553 Cr (YoY)

EBITDA up 23.1% At Rs 4,862 Cr Vs Rs 3,949 Cr (YoY)

Margin At 14.5% Vs 14.3% (YoY)

Auto Margin At 9%

Net Profit Flat At Rs 11.3 Cr (YoY)

Revenue up 6.4% At Rs 207 Cr Vs Rs 195 Cr (YoY)

EBITDA up 26.4% At Rs 40.8 Cr Vs Rs 32.3 Cr (YoY)

Margin At 19.7% Vs 16.6% (YoY

The stock is currently down 3.6%.

Net Loss At ₹29 Cr Vs Loss Of ₹4 Cr (YoY)

Revenue (RD)7.2% At `270 Cr Vs `291 Cr (YoY)

EBITDA Loss At `15.7 Cr Vs EBITDA Of `4 Cr (YoY)

EBITDA loss, including other income is at ₹6.4 Cr vs EBITDA of ₹6.8 Cr YoY &

EBITDA loss of ₹31.2 cr QoQ

Net Profit up 27.2% At Rs 3,109 Cr Vs Rs 2,445 Cr (YoY)

Revenue up 29.7% At Rs 9,167.5 Cr Vs Rs 7,067 Cr (YoY)

EBITDA up 27% At Rs 5,548 Cr Vs Rs 4,369 Cr (YoY)

Margin At 60.5% Vs 61.8% (YoY)

Bajaj Finance Ltd., the non-bank lender and part of Bajaj Finserv, on Tuesday, November 4, said it witnessed a strong surge in consumption finance during the festive season, disbursing a record number of consumer loans, up 27% in volume and 29% in value, compared to the same period last year.

The festive loan momentum, the company said in an exchange filing, was driven by the positive impact of GST reforms and changes in personal income tax.

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Net Profit down 4.3% At Rs 38.3 Cr Vs Rs 40 Cr (YoY)

Revenue up 28% At Rs 1,055.4 Cr Vs Rs 825.4 Cr (YoY)

EBITDA up 20.2% At Rs 76.7 Cr Vs Rs 63.8 Cr (YoY)

Margin At 7.3% Vs 7.7% (YoY)

Net profit down 10.8% at ₹52 cr vs ₹58.3 cr (YoY)

Revenue down 20.6% at ₹165.4 cr vs ₹208.2 cr (YoY)

EBITDA down 21% at ₹55 cr vs ₹69.4 cr (YoY)

Margin at 33.1% vs 33.3% (YoY)

Net Loss At ₹3 Cr Vs Profit Of ₹0.6 Cr (YoY)

Revenue Up 8.5% At ₹156 Cr Vs ₹143.4 Cr (YoY)

EBITDA Down 7.3% At ₹20.4 Cr Vs ₹22 Cr (YoY)

Margin At 13.1% Vs 15.3% (YoY)NewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.