Published on 04/11/2025 01:55 PM
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)
Mobikwik expects to turn EBITDA positive in H2FY26 if current trends sustain. It has taken ₹11.8 crore in provisions as a precaution following a recent fraud incident and appointed independent auditors to strengthen checks. Management added that the company now has “enough guardrails to react quickly to one-off instances.”
Thangamayil Jewellery extends gains, up 13% today, management tells CNBC-TV18, will cross more than ₹7,000 crore revenue in FY26 vs earlier guidance of ₹6,000 crore.
SM Lakshmanan, Thangamayil Jewellery Q2, To CNBC-TV18
October Revenue Crosses Rs 1,000 Cr For The First Time Ever
Will Cross Over Rs 7,000 Cr Revenue In FY26 Vs Earlier Guidance Of Rs 6,000 Cr
EBITDA Gain Is Primarily Driven By Operational Performance
Chennai Expected To Account 20% Of Sales In FY26, Vs None Earlier
Will Maintain Margin At 6%
Will Focus On Growth In And Around Chennai Over The Next 2 Years
Will Better H1’s 36% Revenue Growth Rate In H2
Stovekraft On CNBC-TV18:
Confident Of Double-Digit Growth For FY26
Post-Diwali Demand Remains Strong
Cooker Segment To Drive Demand
All Channels Expected To Perform Well
GT Business Returning To Normalcy
Exports To Continue Growing Post Tariff Cooldown
Exports Account For 12% Of Revenue, Expected To Increase
Some Churn Seen In Cookware Segment
Volume Appears Lower Due To Premiumization
Cookware Segment Experiencing Strong Demand With New Categories
Value Growth Strong In Cookware
10% Volume Growth In H1 Likely To Sustain In H2
The stock is currently up 7.4%.
The company reported a 51.4% year-on-year rise in net profit to ₹43 crore for Q2 FY26, driven by robust growth in both the two-wheeler and passenger vehicle segments. Revenue climbed 25.4% YoY to ₹241.7 crore, while EBITDA jumped 36.8% to ₹68.4 crore, with margins improving to 28.3% from 26% last year.
The stock is currently down 3.6%.
The company posted a 22.9% YoY rise in net profit to ₹305 crore for Q2 FY26, supported by improved margins despite flat revenue at ₹1,632 crore. EBITDA grew 13.4% to ₹314.5 crore, with margins expanding to 19.3% from 17%. The company declared an 850% interim dividend (₹17 per share).
MobiKwik reported a net loss of ₹29 crore for the September quarter. It had reported a net loss of ₹4 crore during the same quarter last year. MobiKwik’s net loss narrowed from the ₹41.9 crore it had reported during the June quarter.
The company’s revenue from operations during the September quarter fell by 7% to ₹270 crore, compared to ₹291 crore during the same period last year. On a sequential basis, topline was flat as against ₹271.3 crore in the previous quarter.
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Bajaj Finance Says:
Have Recorded 27% Increase In Festive Loan Volume
Festive Season Loan Volume Up 27% & Value Up 29% YoY
Acquired 23 Lakh New Customers In September 22-October 26, 2025 Period
Over Half Of Our New Customers During This Festive Season Are New-To-Credit
Net Loss At Rs 29 Cr Vs Loss Of Rs 41.9 Cr (QoQ)
Revenue down 0.4% At Rs 270.2 Cr Vs Rs 271.3 Cr (QoQ)
EBITDA Loss At Rs 15.50 Cr Vs EBITDA Loss Of Rs 41.50 Cr (QoQ)
The stock is currently down 5.3%.
It reported a net loss of Rs 29 crore in the September quarter compared to a loss of Rs 4 crore last year.
Its revenue declined 7.2% to Rs 270 crore from Rs 291 crore in the year-ago period.
Its EBITDA loss was at Rs 15.7 crore compared an EBITDA of Rs 4 crore in the second quarter last year.
Net Loss At Rs 29 Cr Vs Loss Of Rs 4 Cr (YoY)
Revenue down 7.2% At Rs 270 Cr Vs Rs 291 Cr (YoY)
EBITDA Loss At Rs 15.7 Cr Vs EBITDA Of Rs 4 Cr (YoY)
Suzlon Energy shares are currently up 1.99%.
The company’s tax write-back aided its net profit and its order book is at a record high of 6.2 GW.
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3M India shares are currently up 16.7%.
Revenue rose 14% year-on-year to ₹1,266 crore, while EBITDA jumped 33% to ₹268 crore. Margins improved to 21.2% from 18.1% a year earlier, driven by broad-based strength across all four business segments.
The Healthcare, Consumer, Transportation & Electronics, and Safety & Industrial divisions each recorded double-digit growth in the range of 12–15%.
As many as four companies witnessed sharp gains on Tuesday, November 4, as investors cheered their September-quarter earnings.
Shares of 3M India, Hitachi Energy India, TBO Tek, and Thangamayil Jewellery jumped between 11% and 18% amid strong operational performance and improved profitability.
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