Shubham Chaudhary
DLF Q3 Results FY26: Profit Rises 14% as Net Cash Hits ₹11,660 Crore DLF Q3 Results FY26: Institutional Earnings Overview DLF Limited reported its consolidated financial results for the quarter ended December 31, 2025, delivering strong revenue growth, improved profitability, and a major balance sheet milestone with the company turning net cash positive. The quarter … Read more
Real Estate Sector Outlook 2026: Housing Cycle, Interest Rates, and Capital Flows India Real Estate Sector 2026: Institutional Outlook The Indian real estate sector enters 2026 with strong structural momentum driven by rising urbanisation, stable employment trends, improving affordability, and a multi-year housing upcycle that began after the pandemic. Over the last three years, residential … Read more
L&T Q3 Results FY26: Record ₹1.36 Trillion Orders Drive 31% Core Profit Growth Larsen & Toubro Q3 FY26 Key Highlights Revenue: ₹714 billion (up 10% YoY) Recurring PAT: ₹44 billion (up 31% YoY) Reported PAT: ₹32 billion (down 4% YoY) Order inflow: ₹1.36 trillion (up 17% YoY) Order book: ₹7.33 trillion (up 30% YoY) EBITDA … Read more
Hindalco Q3 Results FY26: Profit at ₹2,049 Crore Despite ₹2,610 Crore Exceptional Loss at Novelis Hindalco Q3 Results FY26: Hindalco Industries reported consolidated revenue of ₹66,521 crore and net profit of ₹2,049 crore for the December quarter, with earnings impacted by exceptional losses related to fire incidents at its Novelis operations. Hindalco Q3 Results FY26: … Read more
JSW Steel Q3 Results FY26: Profit at ₹2,410 Crore as Record Volumes Signal Steel Cycle Stabilization JSW Steel reported strong operating performance in the December quarter, with record sales volumes and improved EBITDA driven by higher domestic demand and lower coking coal costs. The results reflect early stabilization in the steel cycle and continued infrastructure-led … Read more
Coal India Q3 Results FY26: Profit at ₹7,166 Crore as Realizations Weaken and Costs Rise Last updated: February 2026 Coal India Q3 Results FY26 reflect strong profitability supported by stable coal output, firm realizations, and steady demand from the power sector. Coal India reported a weaker December quarter as profitability declined amid softer realizations, lower … Read more
ONGC Q3 Results FY26: Profit at ₹8,372 Crore, ₹6.25 Dividend Declared Amid Stable PSU Energy Cycle Oil and Natural Gas Corporation (ONGC) reported stable quarterly profitability in the December quarter, supported by strong margins, disciplined cost control, and a robust balance sheet despite lower revenue. The PSU oil major declared a ₹6.25 interim dividend, reinforcing … Read more
Nestlé India Q3 Results FY26: Profit Rises to ₹1,018 Crore on 18.5% Sales Growth Last updated: February 2026 Nestlé India Q3 Results FY26 reflect steady profitability, stable demand across key brands, and consistent margins, reinforcing its position in India’s premium FMCG segment. Nestlé India reported strong double-digit sales growth in the December quarter, driven by … Read more
Infrastructure Sector: Capex Cycles, Order Books, and Capital Flows The infrastructure sector is one of the most policy-driven and capital-intensive segments of the Indian equity market. Earnings cycles in infrastructure companies are closely linked to government capital expenditure, order inflows, project execution, commodity costs, and balance-sheet strength. Institutional capital flows into infrastructure stocks are typically … Read more
Pharma Sector: Earnings, Specialty Cycles, and Capital Flows The pharmaceutical sector is one of the most globally integrated and structurally defensive segments of the Indian equity market. Indian pharma companies generate a large portion of their revenue from international markets, especially the United States, making the sector highly sensitive to global drug pricing cycles, regulatory … Read more