News

Affle 3i To CNBC-TV18:

Reported Strong Results, Aided By Early Onset Of Festive Season

Loss On Account Of RMG Will Be Made Up For In 2 Quarters

Budgets Have Moved From Q2 To Q3FY26, Hence Expect A Recovery

Developed Market Grow Expected At 20% As Indicated Earlier

Overall Revenue Growth Expected At 20% In FY26

Fintech Segment Was A Little Soft To Start But Expect Things To Recover

Aim Is To Maintain CPCU Rates And Margin

Will Use AI To Help In Achieving Operational Efficiencies

Affle 3i To CNBC-TV18:

Reported Strong Results, Aided By Early Onset Of Festive Season

Loss On Account Of RMG Will Be Made Up For In 2 Quarters

Budgets Have Moved From Q2 To Q3FY26, Hence Expect A Recovery

Developed Market Grow Expected At 20% As Indicated Earlier

Overall Revenue Growth Expected At 20% In FY26

Fintech Segment Was A Little Soft To Start But Expect Things To Recover

Aim Is To Maintain CPCU Rates And Margin

Will Use AI To Help In Achieving Operational Efficiencies

Ajanta Pharma Ltd on Monday reported a 20% year-on-year rise in consolidated net profit at ₹260 crore for the quarter ended September 30, 2025, compared with ₹216 crore in the same period last year.

Revenue from operations grew 14% to ₹1,354 crore from ₹1,187 crore in the year-ago quarter, the company said in a filing with the stock exchanges. EBITDA stood at ₹328 crore, up 5% year-on-year, with margins at 24%

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Net Profit At Rs 299.5 Cr Vs Rs 144.6 Cr (YoY)

Revenue up 39% At Rs 1,538.4 Cr Vs Rs 1,108 Cr (YoY)

EBITDA up 94% At Rs 396.4 Cr Vs Rs 204.5 Cr (YoY)

Margin At 26% Vs 18.5% (YoY)

Investment Of Approx Rs 806 Cr To Expand Existing Facility At Vadodara, Hosur And Padappai

Arvind Fashions Ltd reported a strong performance for the July–September quarter (Q2 FY26), with net profit rising 25% year-on-year to ₹37.5 crore, compared with ₹30 crore in the same period last year.

Revenue grew 11% to ₹1,418 crore from ₹1,273 crore, led by robust sales momentum across key brands and channels.

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Thangamayil Jewellery Ltd. reported a strong turnaround in its September quarter results, posting a net profit of ₹58.5 crore compared to a loss of ₹17.4 crore in the same period last year.

Revenue from operations surged 45% year-on-year to ₹1,711 crore from ₹1,181 crore last year.

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At ₹360 crore, the market value of the Bengaluru-based Triton Valves is significantly less than the about ₹450 crore revenue it clocked in the financial year ended March 2025. And, it aims to double the annual revenue run rate to ₹1,000 crore in the next three to five years.

The projection implies a compounded annual growth rate (CAGR) of 18%, similar to the last five years, which may not be sufficient given the abysmally low 1% return on equity during the period.

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Net Profit up 19.3% At Rs 24 Cr Vs Rs 20 Cr (YoY)

Revenue up 2% At Rs 107.2 Cr Vs Rs 105.2 Cr (YoY)

EBITDA up 14.2% At Rs 33.4 Cr Vs Rs 29.5 Cr (YoY)

Margin At 31.4% Vs 28% (YoY)

Net Profit up 12% At Rs 488 Cr  Vs Rs 436 Cr (YoY)

Revenue up 14.4% At Rs 2,385.6 Cr Vs Rs 2,084.7 Cr (YoY)

Net Profit up 25% At Rs 37.5 Cr  Vs Rs 30 Cr (YoY)

Revenue up 11% At Rs 1,418 Cr Vs Rs 1,273 Cr (YoY)

EBITDA up 16% At Rs 188 Cr Vs Rs 162 Cr (YoY)

Margin At 13.3% Vs 12.7% (YoY)

Net Profit up 20% At Rs 260 Cr Vs Rs 216 Cr (YoY)

Revenue up 14% At Rs 1,354 Cr Vs Rs 1,187 Cr (YoY)

EBITDA up 6% At Rs 328 Cr Vs Rs 311 Cr (YoY)

Margin At 24.2% Vs 26.2% (YoY)

Net Profit At Rs 1,766 Cr Vs Rs 480 Cr (YoY)

Tax Write-back At Rs 1,465 Cr Vs Expense Of Rs 248 Cr  (YoY)

Profit Before Tax up 13%  At Rs 838 Cr Vs Rs 744 Cr (YoY)

Revenue up 22% At Rs 9,175 Cr Vs Rs 7,552 Cr (YoY)

EBITDA up 59% At Rs 1,761 Cr Vs Rs 1,111 Cr (YoY)

Margin At 19.2% Vs 14.7% (YoY)

Dodla Dairy Ltd. reported a 3.6% year-on-year rise in net profit to ₹65.6 crore for the July–September quarter, compared to ₹63.3 crore in the same period last year.

Revenue from operations increased 2% to ₹1,019 crore from ₹997.6 crore a year ago.

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Shares of Tata Consumer Products Ltd. (TCPL) recovered from the lows of the day to trade with gains in response to their quarterly results that were reported on Monday, October 3.

The company’s net profit for the quarter increased by 10.5% from last year to ₹397 crore, which is higher than the CNBC-TV18 poll of ₹367 crore.

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AWL Agri Business reported results for the September quarter, which saw a decline in its profitability on a year-on-year basis, while the margins remained unchanged from last year. The stock is seeing volatile moves after the results announcement.

Net profit for the period fell 21.3% to ₹244.7 crore form ₹311 crore last year. The profitability was impacted due to an increase in total expenses, finance costs, and employee benefit expenses.

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Shares of Thangamayil Jewellery are currently up 14% post earnings.

It reported a net profit of Rs 58.5 crore, its revenue increased 45% t. EBITDA was at Rs 106.2 crore compared to an EBITDA loss of Rs 7.5 crore last year and its margin was at 6.2%

Net Profit At Rs 58.5 Cr Vs Loss Of Rs 17.4 Cr (YoY)

Revenue up 45% At Rs 1,711 Cr Vs Rs 1,181 Cr (YoY)

EBITDA At Rs 106.2 Cr Vs EBITDA Loss Of Rs 7.5 Cr (YoY)

Margin At 6.2% (YoY)

Shipped goods worth over ₹19,187 crore, processed 10.7 crore e-commerce and freight shipment

Net profit at ₹397 crore vs CNBC-TV18 poll of ₹367 crore

Revenue at ₹4,966 crore vs CNBC-TV18 poll of ₹4,782 crore

EBITDA at ₹672 crore vs CNBC-TV18 poll of ₹630 crore

Margin at 13.5% vs CNBC-TV18 poll of 13.2%

Net profit (GU)10.5% at ₹397 crore vs ₹359 crore (YoY)

Revenue (GU)18% at ₹4,966 crore vs ₹4,214.5 crore (YoY)

EBITDA (GU)7.3% at ₹672 crore vs ₹626.3 crore (YoY)

Margin at 13.5% vs 14.9% (YoY)

We Have Been EBITDA Positive For The Last 3 Yrs

Adj EBITDA Was At `355 Cr In FY25 Vs `160 Cr In FY24

Q1FY26 Adj EBITDA Was Around `120 Cr+

FY25 Loss Narrowed To Around `140 Cr Vs Loss Of `350 Cr In FY25

Want To Continue The Trend Of Improving Bottomline

30% Rev From Issuing & Acquiring Platform Where Co Issues Prepaid Cards, Wallets

70% Of Rev Is Diversified B/w POS Based Rev, Value Added Svcs, EMIs Offers For Financial Cos

POS Rev Is Less Than 50% Of Our Digital Infra Rev

We Have Grown Our Rev By 20% Over The Last 3 Yrs, While Expanding Margin

EBITDA Margin Has Gone From Low Single-digits To 20% In Q1FY26

Global Peers In The Payments Biz Operate Between 40-55% EBITDA Margin

Around 15% Of Our Rev Comes From International Markets

We Have More Than `1,000 Cr Of Cash On Our Balance Sheet

Have Cut Debt Repayment Portion Of Our Fresh Issue, Lowered Overall IPO Size

While We Reduced Overall Issue Size, We Haven’t Cut Growth Related Activities Like Intl Expansion, Tech Invst

GTV Growth In Our Business Has Been More Than 60% Over The Last 3 Yrs

Number Of Transactions On Our Platforms Has Compounded More Than 50% Over The Last 3 Yrs

Number Of Merchants On Platform Has Compounded At 30%+ In The Last Three Years

Top 5 Banks And Top 3 Quick Commerce Cos Use Pine Labs, See No Dearth Of Opportunity

Competition Is Not Something Which Keeps Me Awake In The Night

Expecting Positive Action From Regulators

1/3rd Of Biz Grew >15% In Q2, Another 1/3rd Was Hit By Monsoons And Regulatory Issues

Category Recovery Of 5–6% Is Still A Quarter Away

Premium Biz Will Bounce Back Over 30% In Q3

Confident That Q3 Volumes Will Remain Positive

Seeing Gross Margin Recovery In Premium Due To Local Production

Working Towards Managing Bottle Returns

Raw Material Prices Are Stabilising

However, Higher Aluminium Can Costs & MSP Hike In Barley May Impact Overall Costs

Have Touched 20% Market Share In Premium

Net profit (RD)21.3% at ₹244.7 crore vs ₹311 crore (YoY)

Revenue (GU)21.8% at ₹17,605 crore vs ₹14,450 crore (YoY)

EBITDA (GU)21% at ₹688.3 crore vs ₹568.4 crore (YoY)

Margin flat at 3.9% (YoY)

Vivek Gupta, Managing Director & CEO, United Breweries Q2 On CNBC-TV18:

Expecting Positive Action From Regulators

1/3rd Of Biz Grew >15% In Q2, Another 1/3rd Was Hit By Monsoons And Regulatory Issues

Category Recovery Of 5–6% Is Still A Quarter Away

Premium Biz Will Bounce Back Over 30% In Q3

Confident That Q3 Volumes Will Remain Positive

Seeing Gross Margin Recovery In Premium Due To Local Production

Working Towards Managing Bottle Returns

Raw Material Prices Are Stabilising

However, Higher Aluminium Can Costs & MSP Hike In Barley May Impact Overall Costs

Have Touched 20% Market Share In Premium

AWL Agri shares are currently down 1.4%.

The company’s net profit declined 21.3%, while its revenue and EBITDA increased 21.8% and 21%, respectively. Its margins were flat at 3.9%.

The stock witnessed a sharp fall post results and is currerntly down 4.6%.

Its net profit was up 3.6%, revenue increased 2%, while its EBITDA declined 3.5% and margin contracted to 9.1% from 9.6% in the previous year.

Net Profit down 21.3% At Rs 244.7 Cr Vs Rs 311 Cr (YoY)

Revenue up 21.8% At Rs 17,605 Cr Vs Rs 14,450 Cr (YoY)

EBITDA up 21% At Rs 688.3 Cr Vs Rs 568.4 Cr (YoY)

Margin Flat At 3.9% (YoY)

Net Profit up 3.6% At Rs 65.6 Cr Vs Rs 63.3 Cr (YoY)

Revenue up 2% At Rs 1,019 Cr Vs Rs 997.6 Cr (YoY)

EBITDA down 3.5% At Rs 92.7 Cr Vs Rs 96 Cr (YoY)

Margin At 9.1% Vs 9.6% (YoY)

A stronger September quarter has prompted Motilal Oswal Financial Services to revise earnings estimates higher for several of its portfolio stocks.

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Shares of Strides Pharma Ltd. surged 10% to a record high of ₹1,025 on Monday, November 3, extending gains for the fourth consecutive session. The stock has rallied 26% in the past four trading days and is now up nearly sevenfold from its 2023 lows.

Trading volumes also spiked sharply, with around 23 lakh shares changing hands, compared with the 30-day average of 80,000 shares.

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Vinay Rustagi, Chief Business Officer, Premier Energies Q2, On CNBC-TV18

Q2 Was Impacted By Rains And GST Rate Changes, Causing Shipment Delays

Orders Worth `240 Cr Have Been Shifted From Q2 To Q3

Increase Or Decrease In GST Rates Are Passed On To The Consumer

Utility-scale Projs To Not See Much GST Impact, Other Segments Will See An Increase In Demand

Expected To Fund Capex Through Internal Accruals

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