Stocks to Watch: Bank of Baroda, BPCL, HUL, Urban Company and more

November 2, 2025
by Wealthy Brains
Uncategorized

Bharat Petroleum Corporation Ltd | BPCL reported a Q2 FY26 net profit of ₹6,442 crore, up 5% sequentially, in line with estimates. Revenue fell 6.8% QoQ to ₹1.04 lakh crore, while EBITDA rose 1.2% to ₹9,778 crore with margins improving to 9.3%. The board announced an interim dividend of ₹7.5 per share for FY26, with November 7 as the record date.

Urban Company | The firm reported a setback in its first quarterly earnings after going public, slipping into a loss of ₹59.3 crore for the second quarter of this fiscal. This compares with a profit of ₹6.9 crore in the preceding quarter and a loss of ₹1.82 crore in the base quarter.

CDSL | Shares of Central Depository Services Ltd. will be in focus on Monday, November 3, after the company announced its September quarter results over the weekend. CDSL reported a 13.6% year-on-year (YoY) decline in net profit to ₹140.21 crore, compared to ₹162.02 crore in the same quarter last year.

Balkrishna Industries Ltd | The company reported a 21.3% YoY drop in Q2FY26 net profit to ₹273 crore, as revenue slipped 1.1% to ₹2,393 crore. EBITDA declined 11.7% to ₹511.6 crore, with margins narrowing to 21.4%. The board declared a second interim dividend of ₹4 per share for FY26.

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AU Small Finance Bank | The bank’s Deputy CEO Rajeev Yadav has resigned to pursue other opportunities. The bank said he will be relieved from his duties effective end of business on October 31, 2025.

Schaeffler India | 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%.

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Patanjali Foods Ltd | The 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%.

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Godrej Consumer Products | 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%.

Titagarh Rail Systems Ltd | The company said it received a ₹2,481 crore order from MMRDA for designing, manufacturing, and commissioning metro systems for Mumbai Metro Line 5 (Phases 1 & 2), including rolling stock, signalling, telecom, and maintenance services.

Zen Technologies | The company announced receiving two orders worth ₹289 crore from the Ministry of Defence to upgrade anti-drone systems. The orders will be executed within a year and involve no related-party transactions.

MedPlus Health Services Ltd | 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%.

NCC Ltd | The infrastructure company announced that it secured fresh orders worth ₹1,663 crore during April 2025. The contracts, awarded by various state government agencies and a private limited company, span across the company’s building and transportation divisions. The company clarified that none of these are internal orders or related party transactions.

Hindustan Unilever Ltd | The company said it received a ₹1,986.25 crore tax demand order for FY2020–21 from the Income Tax Department over transfer pricing and depreciation claims. The company said it will appeal and that the order will not materially impact its financials or operations.

Phoenix Mills Ltd | 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%.

Astra Microwave Products Ltd | The company said its JV, Astra Rafael Comsys Pvt Ltd, secured a ₹285.56 crore order from the Ministry of Defence to supply communication systems for the IAF’s Special Forces, to be executed within 11 months.

Zensar Technologies Ltd | 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%.

Tata Chemicals | The firm reported a 60% year-on-year decline in consolidated net profit to ₹77 crore for the quarter ended September 2025 (Q2FY26), compared with ₹194 crore in the same period last year. Revenue fell 3.1% to ₹3,877 crore from ₹3,999 crore a year ago, due to the reconfiguration of the UK and subdued market conditions. Earnings before interest, tax, depreciation and amortisation (EBITDA) stood at ₹537 crore, down 13% from ₹620 crore in Q2FY25, mainly on account of lower volume and lower realisation, partially offset by better cost management.

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JK Cement | The company reported a 27.6% year-on-year increase in net profit for Q2FY26, reaching ₹160.5 crore, up from ₹125.8 crore in the same period last year. The company’s revenue from operations rose 18% to ₹3,019 crore, compared with ₹2,560 crore in Q2FY25. EBITDA surged 57% to ₹446 crore, up from ₹284 crore a year ago, while the EBITDA margin expanded to 14.8%, up from 11.1% in Q2FY25.