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Hindustan Zinc : The company reported healthy performance for Q3FY26 as the total operating income for the third quarter came in at ₹10,980 crore (up 27.5% YoY). Mined metal production stood at 276 kt (up 4% YoY) and refined metal production were at 270 kt (up 4% YoY).This marked record performance of the highest ever third quarter mined metal production since the underground transition along with record third quarter refined metal production. This was delivered alongside the lowest zinc cost of production, including royalty in last five years. Refined zinc production for the quarter was at 221 kt (up 8% YoY) and lead production was at 49 kt (down 11% YoY). Silver performance was strong with Q3 saleable silver at 158 tonnes. Achieved net cash positions of Rs 329 Cr as of Dec2025, supported by free ash flow generation. The recorded consolidated EBITDA for the quarter was ₹6,054 crore, with EBITDA margins of 55%, an increase of 290 basis points year on year. The quarter's PAT was ₹3,916 crore, a 46% increase over the previous year. Silver prices reached record levels at Rs3,10,944 per kg yesterday that also remained positive for the stock. Positive
Aditya Birla Fashion and Retail (ABFRL): As per media reports an institutional investor is likely to sell up to a 3% stake in ABFRL via a block deal, with an offer size of $32 million and a floor price of Rs 65.78 per share, which is ~8% discount to yesterday's closing price. Negative
Tata Capital: The company’s net interest income (NII), excluding Motor Finance, rose 26 % Y-o-Y to ₹2,936 crore from ₹2,323 crore in the same quarter last year. The company reported a net profit (ex-motor finance) of ₹1,258 crore in Q3FY26, up 36% YoY. Excluding Motor Finance, AUM grew 26% YoY to Rs 2,34,114 crore. Credit quality continued to remain robust, with early leading indicators reflecting stable portfolio performance across segments. Positive
Ceat: Revenue Up 26% At ₹4,157 Cr Vs ₹3,299.9 Cr (YoY) . EBITDA Up 65.2% At ₹563.3 Cr Vs ₹340.9 Cr (YoY) . Margin At 13.5% Vs 10.3% (YoY). Net Profit Up 60.3% At ₹155.7 Cr Vs ₹97.1 Cr (YoY). Strong topline growth drove operating leverage leading to improvement in margins. Stable commodity prices also helped in sustaining gross margins. Positive
Poonawalla Fincorp plans ₹25,500 crore fundraise; Q3 profit jumps 8x, NII up 50% : Poonawalla Fincorp Ltd announced a major capital-raising plan of up to ₹25,500 crore, as its board approved a combination of equity and debt issuances to fund future growth, alongside reporting a sharp improvement in December-quarter earnings. The board also cleared a proposal to raise up to ₹20,000 crore through non-convertible debt securities (NCDs) on a private placement basis during FY27, with the issuance to be executed in one or more tranches.
Viewpoint: Lemon Tree Hotels – Reorganising to unlock future value
Results update Q3FY26 : L&T Finance Ltd - In-line Q3, outlook stays strong
Federal Bank Q3FY26 – Beats estimates on all fronts
Stock update: HCL Tech - AI tailwinds brighten growth path
Stock update: TCS - Steady Q3; margins stable
GMDC: GMDC planning to adopt an indigenous rare earth processing technology from Bhabha Atomic Research Centre (BARC) for Ambudungar project to accelerate the overall process of mining. Positive
Sanghvi Movers: Company has been awarded a work order worth USD 4.3 Million by Jindal Energy Botswana (Pty) Limited. The subsidiary will supply cranes, materials, and manpower for the project.
Waaree Energies: Announced two significant orders on January 19, 2026. It secured a 210 MW DCR solar module order for India and its subsidiary, Waaree Solar Americas Inc., received a 2000 MW solar module order for the US, to be supplied in FY2026-27 and 2028-2030.
Apollo Micro systems: Expanding its manufacturing facilities in Hyderabad, investing approximately ₹3000 Cr. The new facility will produce weapon systems like Grad Rockets, Anti-Tank Mines, and Anti-Submarine Warfare Rockets, enhancing indigenous defense capabilities. This expansion Moves AMS beyond electronics into full weapon system integration & testing and Positions AMS as a Tier-I ODM + manufacturer with higher value added capabilities.
Amber Enterprises: Company and its subsidiary ILJIN electronics have been allotted 100 acres and 16 acres of land respectively by the Yamuna Expressway Industrial Development Authority (“YEIDA”) for the establishment of a new manufacturing facility at Sector 8, YEIDA, near Jewar Airport. The combined proposed investment for the above-mentioned facilities shall be INR 6,785 Crore, to be undertaken over a period of investment scheme,