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These 15 stocks will be on the radar of investors today
highlights
- On Wednesday, February 4, many stocks of large and midcap segments will be on the radar of investors in the stock market.
- There can be opportunities to earn profits on short term trading and positional basis in Bajaj Finance, Pidilite Industries.
- There can be opportunities to earn profits on short term trading and positional basis in 15 stocks.
Along with this, latest updates related to order book, deals and strong operational performance will also influence the market movement. In such an environment, there can be opportunities to make profits on short term trading and positional basis in selected 15 stocks.
Bajaj Finance’s net profit declined 5.6% year-on-year to ₹4,066 crore in the December quarter (Q3 FY26), falling short of Street estimates. However, the core lending business remained strong and net interest income grew by 20.6% to ₹11,318 crore. The company’s operational position remains strong with asset quality remaining stable and the loan book continuing to expand.
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Pidilite Industries performed better in the third quarter. The company’s net profit rose 11.9% to ₹623.84 crore, beating market estimates. During this period, revenue stood at ₹3,709.9 crore with an annual growth of 10.1%. EBITDA grew by 12% to ₹894.4 crore and margin improved to 24.1% from 23.7%.
Mankind Pharma reported net profit of ₹408.7 crore in Q3, up 7.5% from the same quarter last year. The company’s income increased by 11.5% to ₹3,567 crore. Whereas EBITDA grew by 12.7% to reach ₹919.6 crore and margin stood at 25.8%.
Nazara Technologies’ results were mixed. Net profit declined 35.8% to ₹8.8 crore and revenue fell 24% to ₹406 crore in the December quarter. However, performance at the operating level was better with EBITDA jumping 80.7% to ₹67.4 crore, leading to margin expansion from 7% to 16.6%.
Aditya Birla Capital’s net profit rose 41% year-on-year to ₹983 crore. The company’s revenue also increased by 30% to ₹ 14,181 crore. Total lending portfolio grew 30% to ₹1.90 lakh crore due to strong credit demand. Also, its subsidiary Aditya Birla Housing Finance is planning to raise ₹2,750 crore.
NBCC has received new project orders worth about ₹271.32 crore. These orders will further strengthen the company’s order book and are expected to improve revenue visibility going forward.
V2 Retail delivered a strong performance in the December quarter. Net profit almost doubled year-on-year to ₹102.06 crore. Revenue stood at ₹929.2 crore with a strong growth of 57.2%. The company’s operational growth was supported by increasing demand and expansion of store network.
Godrej Agrovet’s performance was mixed in Q3. Net profit remained almost flat at ₹109.9 crore, while revenue increased 11% to ₹2,718 crore. EBITDA grew by 10% to ₹241.9 crore and margin remained at 8.9%.
JK Lakshmi Cement’s net profit declined 23% to ₹57 crore. However, the company’s revenue increased by 6.3% to ₹1,588 crore. EBITDA rose 2.1% to ₹205.5 crore, but margins declined to 12.9% due to cost pressures.
Firstsource Solutions’ net profit declined 33% quarter-on-quarter to ₹120 crore. However, revenue increased by 6.6% to ₹2,467 crore. EBIT grew by 17.3% to ₹315.6 crore and margin improved from 11.6% to 12.8%.
Varroc Engineering has received an order for the supply of AC bi-directional wall chargers from a leading global EV OEM. It will be produced in the company’s Romania plant. The project will run for approximately 6 years and at peak level is expected to generate an annual turnover of approximately ₹439 crore (approximately $48 million).
Aarti Drugs reported net profit of ₹40.5 crore in Q3, up 9.5% YoY. The company’s operating income increased by 8.1% to ₹601.7 crore. However, EBITDA declined by 11.8% to ₹54.7 crore and margins fell to 9% from 11%.
Triveni Turbine’s net profit remained almost flat on YoY basis with a marginal decline of 0.3% at ₹92.1 crore. At the same time, revenue reached ₹ 624 crore with a strong growth of 24%.
Restaurant Brands Asia narrowed its loss to ₹43.5 crore in the December quarter, down 13.5% year-on-year. During this period, revenue increased by 11.8% to ₹714.6 crore and EBITDA jumped by 28.1% to ₹89.4 crore.
Kansai Nerolac’s net profit fell 82.2% to ₹121 crore in Q3, compared to ₹680 crore last year. The company’s revenue grew 3.1% to ₹1,928 crore, but EBITDA declined 2.3% to ₹230 crore and margins declined to 11.6% from 12.2%.
Disclaimer: This article is for informational purposes only and should not be construed as investment advice in any way. ET NOW Swadesh recommends its readers and viewers to consult their financial advisors before taking any money-related decisions.
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