Good
#Q3FY26-30/1/26 from 4pm till 7pm
Northern Arc Capital
#NorthernArc
Good Q3FY26
Solid bounceback
Good QoQ and YoY uptick across all parameters
Rev at 721cr vs 576cr, Q2 at 627cr
PBT at 135cr vs 94cr, Q2 at 121cr
PAT at 102cr vs 73cr, Q2 at 91cr
AUM at 15121cr⏫23% YoY,⏫7% QoQ
PPOP ⏫51% YoY,⏫24% QoQ at 265cr
RoA at 2.7%
RoE at 10.7%
GNPA at 1.36%, NNPA at 0.69%
Highest ever revenue, PPOP, PBT and PAT in comps history 👏
Seamec
#SeamecLtd
Blockbuster Q3FY26
Record set
Big revenue growth and exponential PBT and PAT growth
Rev at 317cr vs 149cr, Q2 at 97cr
PBT at 108cr vs loss in last 2 quarters
PAT at 100cr vs loss in last 2 qtrs
Bajaj Auto
#BajAuto
Rev at 16204cr vs 13168cr, Q2 at 15734cr
PBT at 3732cr vs 2876cr, Q2 at 2998cr
One off expenses at 77cr
PAT at 2749cr vs 2195cr, Q2 at 2122cr
KEC International
#KECInt
Good Q3FY26
Rev at 6001cr vs 5349cr, Q2 at 6092cr
PBT at 219cr vs 160cr, Q2 at 213cr
One off expenses at 59cr
Adj PAT at 185cr vs 130cr, Q2 at 161cr
Solid orderbook provides good visibility
Chola investment
#CholaFin
Rev at 8008cr vs 6836cr, Q2 at 7613cr
PBT at 1735cr vs 1464cr, Q2 at 1564cr
PAT at 1290cr vs 1088cr, Q2 at 1160cr
Growth rate reducing, valns rich
Asset quality decent
Triveni Engineering
#TriveniEngineering
Solid Q3FY26
Rev at 1818cr vs 1600cr, Q2 at 2014cr
PBT at 125cr vs 58cr, Q2 at 29cr
One off expenses at 22cr
PAT at 78cr vs 42cr, Q2 at 21cr
Adj PAT at 100cr vs 42cr
Good set overall
Fischer Medical Ventures
#FischerMed
Rev at 101cr vs 11cr, Q3 at 86cr
PBT at 21cr vs 25lacs, Q2 at 17cr
PAT at 19cr vs loss, Q2 at 14cr
Good QoQ and YoY uptick across all parameters
Highest ever set
Valuations still remain rich despite 60% fall from peak
ARISInfra Solutions
#ArisInfra
Solid Q3FY26
Highest ever revenue, EBITDA, PBT and PAT in comps history
Rev at 271cr vs 181cr, Q2 at 241cr
PBT at 25cr vs 4cr, Q2 at 18cr
Solid QoQ and YoY uptick across all parameters
PAT at 19cr vs 2cr, Q2 at 15cr
Godfrey Phillips
#Godfrey
#GodfreyPhillips
Industry leading revenue growth, margins lower
Decent Q3FY26
Solid topline growth
Rev at 2190cr vs 1893cr, Q2 at 1632cr
PBT at 440cr vs 412cr, Q2 at 383cr
PAT at 343cr vs 317cr, Q2 at 305cr
Aadhar Housing Finance
#AadharHFC
Steady and good Q3FY26
Rev at 943cr vs 798cr, Q2 at 897cr
PBT at 376cr vs 308cr, Q2 at 342cr
PAT at 281cr vs 239cr, Q2 at 266ce
One off expenses at 16cr due to labour code changes
Ajanta Pharma
#AjantaPharma
Steady and consistent set
Rev at 1375cr vs 1146cr⏫20%, Q2 at 1353cr
EBITDA at 382cr vs 321cr⏫19%
OPM at 28%
PBT at 359cr vs 307cr, Q2 at 310cr
Good QoQ and YoY uptick across all parameters
Nitta Gelatin
#Nitta
#NittaGela
Good quarter after a long time
Rev at 150cr vs 134cr, Q2 at 138cr
PBT at 35cr vs 26cr, Q2 at 25.5cr
Last few quarters were flattish
Greenpanel
#Greenpanel
A quarter of a recovery
Margins expand QoQ and YoY
Rev at 426cr vs 359cr, Q2 at 396cr
EBITDA at 42cr vs 17cr
OPM at 10% vs 5%
PBT at 11.4ce vs 5.2cr, Q2 was a loss qtr
DOMS Industries
#DOMS
Rich valuations, decent Q3FY26
Rev at 592cr vs 501cr, Q2 at 567cr
PBT at 82cr vs 69cr, Q2 at 79cr
PAT at 61cr vs 52cr, flat QoQ
Mayur Uniquoters
#MayurUniq
#MayurUniquoters
Decent Q3FY26 excluding other income
Rev at 237cr vs 208cr, Q2 at 240cr
Other income at 19cr vs 3cr, Q2 at 13cr
PBT at 67cr vs 42cr, Q2 at 56cr
PAT at 52cr vs 31cr, Q2 at 43cr
Adj PBT at 51cr vs 42cr which looks decent
Archidply Industries
#Archidply
Rev at 121cr vs 111cr, Q2 at 127cr
PBT at 3.7cr vs 1cr, Q2 at 2.9cr
PAT at 1.7cr vs 0.9cr, Q2 at 2.4cr
#Kokuyo
Kokuyo Camlin
Rev at 178cr vs 161cr, Q2 at 175cr
PBT at 6cr vs -5cr, Q2 at 11cr
PAT at 4cr vs -4cr, Q2 at 8cr
Decent/Average:
#MothersonWiring
Rev⏫25%, EBITDA ⏫9%
#Kajaria
Rev flattish, Has been flat for a while
Margins Expand due to lower RM prices
PBT at 144cr vs 107cr, Q2 at 163cr
20cr exceptional items
#ESAFSFB
Big other income,turns profitable due to big other income
#Steelcast
#ScodaTubes