Eris Lifesciences (ERIS) reported in-line revenue/EBITDA for the quarter. However, there was a slight miss on earnings due to higher interest costs and tax rate for the quarter.

Asian Paints (APNT) reported a 6% YoY growth in consolidated revenue (base -5%), with standalone sales up 6% YoY, marking growth after six consecutive quarters of decline.

VIL’s long-awaited resolution for its AGR demand appears probable post the recent SC order where it has permitted the government to reassess and reconcile all AGR dues, including interest and penalty till FY17.

BSE enjoys strong prospects of volume growth across segments (options, cash as well as MF platform) led by derivatives, which has been our investment thesis for the stock.

Surya Roshni's Q2FY26 performance was below expectations. Revenue grew 21% YoY to Rs18.4bn, driven by a 24% YoY increase in steel pipes segment, while LCD segment grew by 7% YoY to Rs4bn. Consolidated EBITDA margin expanded 142bps YoY to 6.4%, driven by steel pipe segment. EBITDA/t for steel pipes increased by 73% YoY to Rs5,013/t, led by improved product mix (API pipes), pricing discipline and operational efficiencies despite a Rs500/t inventory loss. Management has further lowered its volume guidance for the steel pipe segment to 0.98 mnT due to the shortfall in Q1 and expects a consolidated...

JK Paper Ltd.'s (JK Paper) Q2FY26 result was broadly in-line with our estimates on key parameters. The management guided that the Paper and Paper Board segment continued to face challenges arising from higher wood cost and lower sales realisation due to cheap imports. This has adversely impacted profitability across the product segments despite increased sales volume over the corresponding period. However, on a positive note the performance of the Company's packaging conversion subsidiaries improved during the quarter. Further, the management cited that the recent changes in GST rates have also had...

in the financing business (Bajaj Finance), life insurance (Bajaj Life Insurance), general insurance (Bajaj General Insurance) and securities business. Consistent, faster business growth and profitability remain in focus momentum sustaining and improvement in life insurance profitability, while general insurance remained subdued. Consolidated revenue grew 11% YoY to 37,403 crore. NBFC AUM rose 24% YoY to 4,62,261 crore, with PAT from lending up 22% YoY to 4,876 crore, reflecting robust disbursement and broadly stable asset quality (GNPA at 1.24%, NNPA at 0.6%). In GI premium grew 9% YoY to...

About the stock: Garden Reach Shipbuilders & Engineers (GRSE) is a shipbuilding company in India under the administrative control of the Ministry of Defence (MoD), The company's extensive product range spans from Warships to Weapons', including Commercial ships, various Deck Machinery, Marine Diesel Engines, Naval...

It operates in four key segments Industrial Infra (~%48 of revenue), Industrial Products (~38%), Green Solutions (~7%) and Chemicals segment (~7%) Q2FY26 performance: Thermax reported a muted set on impact from legacy orders in Industrial Infra. Revenue EBITDA and PBT declined 3%, 19% and 13% YoY to 2473 crore, 172 crore and 174 crore respectively. EBITDA and PBT Margins at 7% and 4.7% down of 137 bps and 293 bps YoY. The company received 66 crore as Package incentive scheme in Industrial Infra business last year. Thus, Revenue, EBITDA and PBT have been adjusted for the same. Segmentally, Industrial Products (48% of revenue mix), green...

delivered consistent robust growth with consolidated AUM touching ~4.62 lakh crore. Harnessing its large franchise base digitally offers a huge opportunity. Q2FY26 performance: Bajaj Finance reported a stable Q2FY26 performance with strong AUM (consolidated) growth of 24% YoY to 4,62,261 crore, driven by 1.21 crore new loans (up 26% YoY) and a customer addition of 41.3 lakh, taking the franchise to 11.1 crore. Net Interest Income rose 22% YoY to 10,785 crore, supported by 27-bps QoQ decline in cost of funds to 7.52%. Consolidated PAT grew 22% YoY to 4,948 crore, translating to healthy RoA of 4.5% and RoE of 19.1%....