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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

Capex Is Expected To Be Around `12,500 Cr From FY26-FY28

The stock is currently down 4.8%.

The company reported a steady Q2FY26 net profit of ₹182.2 crore, flat sequentially. Revenue rose 2.6% to ₹1,421 crore, while EBIT grew 3.9% to ₹194.8 crore. Operating margin improved to 15.5% from 15.2%.

MedPlus Health Services shares are currently up 9%.

The company reported a 43.4% YoY jump in net profit to ₹55.5 crore for Q2FY26, driven by higher sales. Revenue rose 12% to ₹1,679 crore, while EBITDA grew 19.9% to ₹149 crore, with margins improving to 8.9%.

RC Bhargava, Maruti Suzuki, Q2 To CNBC-TV18

Seen Record Retail Sales In Sep-October 2025

Seen 30% YoY Growth In Small Car Segment In October

Small Car Sales Likely To Register 10% YoY Growth Going Forward

Overall Maruti Suzuki Likely To See A 7.5% Growth Going Forward

Demand Scenario Conducive For Low Discounts, Therefore Lesser Margin Pressure

Expect 33% YoY Growth In Exports For Full FY26

Co Close To Finalising A Location For 5th Plant, Announcement To Be Made Within 3 Mths

E-Vitara Domestic Sales To Begin During Dec-Jan 2026 Horizon

The stock is currently down 5.1%.

he company reported a 67.4% year-on-year rise in net profit to ₹517 crore for Q2FY26, compared with ₹309 crore a year ago. Revenue grew 21% to ₹9,344.9 crore, while EBITDA rose 19.4% to ₹552 crore. The newly merged FMCG segment posted strong growth of 30% year-on-year, with the Edible Oil division up 17.2%.

Shares of Schaeffler India are up over 5% at the moment.

The company reported a 22.4% YoY rise in net profit to ₹289.3 crore for Q2 FY26, driven by strong operational performance. Revenue grew 15% to ₹2,434.6 crore, while EBITDA rose 23.5% to ₹456.4 crore with margins improving to 18.7%.

Aasif Malbari, CFO, Godrej Cons Q2, On CNBC-TV18

Seeing Benefits Of Trade Upstocking Returning Post GST Disruption

Expect High Single-digit Volume Growth In India

India Margin Expected To Return To The Normative Range In H2, With The Worst Behind

Expect Indonesia To Take A Few Months To Achieve Revenue And Margin Growth

Muuchstac Is The Second-largest Selling Men’s Face Wash, Can Become 4-5x In Next 3-5 Yrs

Acquisition Of Muuchstac Will Be Margin Accretive For Co

Have A Strategy To Expand The Overall TAM

Will Scale Up Petcare Business Launch In 2 Qtrs

Will See Higher Growth Coming In From The Newer Categories

Shares of Godrej Consumer Products are up nearly 5%.

The company reported a 6.5% YoY drop in Q2 net profit to ₹459.3 crore, missing estimates. Revenue rose 4.3% to ₹3,825 crore, while EBITDA slipped 3.5% to ₹733.6 crore, with margins softening to 19.2%.

Phoenix Mills shares gain nearly 3% post earnings.

The company reported a 39.5% YoY rise in Q2FY26 net profit to ₹304 crore, driven by higher rentals and strong retail consumption. Revenue rose 21.5% to ₹1,115.4 crore, while EBITDA grew 29% to ₹667 crore, with margins improving to 59.8%.

Titan to report Q2 earnings today.

Debadatta Chand, Managing Director & CEO, Bank of Baroda:

We Had A Good Quarter, With Asset Quality Being Among The Best In Many Quarters

NIM Was Impacted By 7-8 bps Due To IT Refunds

Prudent Liability & Asset Mgmt Is Helping To Improve Asset Quality & Support Growth

Next Quarter, NIMs Are Expected To Remain Rangebound With An Upward Bias

We Have Been Guiding To Reduce Dependency On Bulk Deposits, As They Are A Volatile Component

Impact We Are Seeing On Margin & NII Is Due To Prudent Liability Management

Corporate Growth Is 3% YoY

The Full-year Overall Growth Guidance For Loans Is 11–13%

Incremental Advances Will Be Directed Towards RAM

There Are Pockets In Corporates Showing Good Traction

We Remain Mindful Of Margin, Which Is Also Reflected In Our NIM Performance

Slippages Are Lower Both QoQ & YoY

Inherent Asset Quality Is Very Good

Fresh Slippages Increased In Agri Marginally But Declined In Retail & MSME

There Was A Significant One-off In Q2FY25, Which Makes This Quarter’s Number Appear Lower

Recurring Impact From ECL Could Be Around A 20–25 bps Increase

Net ECL Impact On CRAR Is Expected To Be Around 75 bps, Spread Over Five Years

Shares of state-run lender Bank of Baroda Ltd. (BoB) gained as much as 5% to hit an all-time high of ₹292.75 on Monday, November 3, in response to the lender’s July-September quarter (Q2 FY26) results.

Brokerages have turned bullish on the stock after the earnings announcement.

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PSU Banks are trading over 2% each post strong Bank of Baroda results

Rajesh Jain, Chief Financial Officer, RR Kabel Q2, On CNBC-TV18

Volume Growth Is Strong, In-line With Target Of 18%

Expected To Maintain Market Share

Consolidated Margin Expected At 8.5% For Wires & Cables Segment, Overall 8%

FMEG Segment Expected To Breakeven By End Of FY26

Copper Prices Could Have Short-term Impact On Margin, None Expected In Long Term

Exports Have Been Diverted From Other Markets Due To Uncertainty In The US Market

Everyone Has Their Own Brand Positioning, We Will Focus On Our Strengths And Drive Growth

Sanjeev Asthana, CEO, Patanjali Foods, On CNBC-TV18:

Edible Oil Margin Has Improved QoQ

FMCG Business & Edible Oil Margins Are Within The Guided Band

Will See Additional 300-400 bps Growth In FMCG Revenue Due To GST Reduction

FMCG Biz Margin Should Improve In The Target Range Of 12-14%

Will Maintain Edible Oil Margin Between 2-4%

FMCG Biz Will Be 50% Of Sales In 3 Years

FMCG Biz Margin Should Inch Closer To 13%, Will Cross 14% In FY27

Bharti Airtel to report Q2 earnings today, CNBC-TV18 poll suggests ARPU at Rs 255 vs Rs 250 QoQ & subscriber additions at over 2 m + QoQ

Intellect Design shares are currently up 8.8%.

The company reported its Q2 results on Friday.

Its net profit jumped 94% year-on-year to ₹102 crore. It reported a profit of ₹52.8 crore in the base quarter.

Revenue rose 35.8% to ₹758 crore from ₹558 crore in the same quarter last year.

EBITDA nearly doubled, climbing 90% to ₹153.44 crore as against ₹80.70 crore a year ago. Operating margins, meanwhile, expanded sharply to 20.24%, up from 14.46% in the previous year.

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