All You Need To Know Going Into Trade On Monday

Reliance Industries Q2 FY26 (Cons, QoQ)

• Revenue up 4.51% at Rs 2.55 lk cr versus Rs 2.43 lk crore.

• Ebitda  up 6.94% at Rs 45885 crore  versus Rs 42905 crore.

• Ebitda margin up 41 bps at 18.02% versus 17.61%.

• Net profit down 32.7%  at Rs 18165 crore versus Rs 26994 crore.

Reliance Jio Consol QoQ

• Revenue up 3% at Rs 31857cr vs Rs 30882cr

• EBIDTA up 4% at Rs 17275cr vs Rs 16690cr

• Margins at 54.22% vs 54.04% up 18bps

• Net Profit up 4% at Rs 6972cr vs Rs 6711cr

Tanla Platforms Q2 Highlights (Consolidated, QoQ)

• Revenue up 3.6% to Rs 1,078 crore versus Rs 1,041 crore

• Net Profit up 5.6% to Rs 125 crore versus Rs 118 crore

• Ebitda up 8.3% to Rs 177 crore versus Rs 165 crore

• Margin at 16.5% versus 15.8%

CESC Q2 Highlights (Consolidated, YoY)

• Revenue up 12.1% to Rs 5,267 crore versus Rs 4,700 crore

• Ebitda up 18.4% to Rs 1,061 crore versus Rs 896 crore

• Margin at 20.1% versus 19.1%

• Net Profit up 20.4% to Rs 425 crore versus Rs 353 crore

• To pay dividend of Rs 6 per share

 Poonawalla Fincorp Q2 Highlights (Consolidated, YoY)

• NII up 37% at Rs 764 crore versus Rs 559 crore

• Net Profit of Rs 74.2 crore versus loss of Rs 471 crore

 India Cements Q2 Highlights (Consolidated, YoY)

• Revenue up 9.3% to Rs 1,117.04 crore versus Rs 1,021.84 crore

• Net Profit at Rs 8.81 crore versus loss of Rs 339.15 crore

• Ebitda down to Rs 81.18 crore versus loss of Rs 162.73 crore

 Orient Electric Q2 Highlights (YoY)

• Revenue up 6.4% to Rs 703 crore versus Rs 660 crore

• Ebitda up 6.4% to Rs 37.9 crore versus Rs 35.7 crore

• Margin flat at 5.4%

• Net Profit up 15.5% to Rs 12.1 crore versus Rs 10.4 crore

Crisil Q2 Highlights (YoY)

• Total income up 13.8% at Rs 948 crore versus Rs 833 crore

• Net Profit up 12.6% to Rs 193 crore versus Rs 172 crore

• To pay dividend of Rs 16 per share

Bank of India Q2 Highlights (YoY)

• Net Profit up 7.6% at Rs 2,555 crore versus Rs 2,374 crore

• Net NPA at 0.65% versus 0.94% (QoQ)

• Gross NPA at 2.54% versus 2.92% (QoQ)

• NII down 1% at Rs 5,914 crore versus Rs 5,985 crore

• Operating Profit down 7.9% at Rs 3,821 crore versus Rs 4,147 crore

• Provisions down 57.83% at Rs 441 crore versus Rs 1,043 crore

 Sobha Q2 Highlights (Consolidated, YoY)

• Revenue up 50.8% to Rs 1,407.60 crore versus Rs 933.50 crore

• Ebitda up 24% to Rs 95.60 crore versus Rs 77.00 crore

• Margin at 6.8% versus 8.2%

• Net Profit at Rs 72.50 crore versus Rs 26.00 crore

L&T Technology Services Q2 Highlights (Consolidated, QoQ)

• Revenue up 4% to Rs 2,979.50 crore versus Rs 2,866 crore

• Net Profit up 4% to Rs 328.70 crore versus Rs 316 crore

• Ebit up 4.4% to Rs 398.20 crore versus Rs 381.30 crore

• Margin at 13.4% versus 13.3%

• To pay dividend of Rs 18 per share

Dixon Technologies (India) Q2 Highlights (Consolidated, YoY)

• Revenue up 28.8% to Rs 14,855.04 crore versus Rs 11,534.08 crore

• Net Profit up 72% to Rs 670.00 crore versus Rs 389.85 crore

• Ebitda up 32% to Rs 561.33 crore versus Rs 426.37 crore

• Margin at 3.8% versus 3.7%

Jana Small Finance Bank Q2 Highlights (YoY)

• Net Profit down 22.5% at Rs 74.9 crore versus Rs 96.7 crore

• Net NPA flat at 0.94% (QoQ)

• Gross NPA at 2.87% versus 2.91% (QoQ)

• NII up 4.2% at Rs 618 crore versus Rs 594 crore

• Operating Profit down 6.6% at Rs 279 crore versus Rs 299 crore

• Provisions down 3% at Rs 204 crore versus Rs 210 crore

IndiaMART InterMESH Q2 Highlights (Consolidated, YoY)

• Revenue up 12.5% at Rs 391 crore versus Rs 348 crore

• EBITDA down 3.6% at Rs 130 crore versus Rs 135 crore

• Margin at 33.2% versus 38.7%

• Net Profit down 38.8% at Rs 82.7 crore versus Rs 135 crore

Tata Technologies Q2 Highlights (Consolidated, QoQ)

• Revenue up 6.4% to Rs 1,323.33 crore versus Rs 1,244.29 crore

• Net Profit down 3% to Rs 165.50 crore versus Rs 170.28 crore

• Ebit up 5% to Rs 176.93 crore versus Rs 168.81 crore

• Margin at 13.4% versus 13.6%

Havells India Q2 Highlights (Consolidated, YoY)

• Revenue up 5.3% to Rs 4,779.33 crore versus Rs 4,539.31 crore

• Net Profit up 19% to Rs 319.00 crore versus Rs 268.23 crore

• Ebitda up 17% to Rs 438.43 crore versus Rs 375.07 crore

• Margin at 9.2% versus 8.3%

AU Small Finance Bank Q2 Highlights (YoY)

• Net Profit down 1.8% at Rs 561 crore versus Rs 571 crore

• Net NPA flat at 0.88% (QoQ)

• Gross NPA at 2.41% versus 2.47% (QoQ)

• NII up 8.6% at Rs 2,144 crore versus Rs 1,974 crore

• Operating Profit up 6.9% at Rs 1,210 crore versus Rs 1,132 crore

• Provisions up 28.9% at Rs 481 crore versus Rs 373 crore

 JSW Energy Q2 Highlights (Consolidated, YoY)

• Revenue up 59.9% to Rs 5,177.42 crore versus Rs 3,237.66 crore

• Net Profit down 17% to Rs 704.68 crore versus Rs 853.25 crore

• Ebitda up 78% to Rs 2,996.46 crore versus Rs 1,684.87 crore

• Margin at 57.9% versus 52.0%

Fedbank Financial Q2 Highlights (Consolidated, YoY)

• NII up 11% to Rs 294 crore versus Rs 265 crore

• Net Profit up 24.2% to Rs 80.2 crore versus Rs 64.6 crore

Kesoram Industries Q2 Highlights (Consolidated, YoY)

• Revenue down 6% to Rs 55.2 crore versus Rs 58.7 crore

• Net loss of Rs 25.9 crore versus loss of Rs 69.9 crore

• Ebitda loss of Rs 18.5 crore versus loss of Rs 11.4 crore

 RPG Life Sciences Q2 Highlights (YoY)

• Revenue up 5.5% to Rs 182 crore versus Rs 172 crore

• Net Profit at Rs 36.9 crore versus Rs 4.2 crore

• Ebitda down 15% to Rs 39 crore versus Rs 45.9 crore

• Margin at 21.5% versus 26.7%

DCB Bank Q2 Highlights (YoY)

• NII up 17% at Rs 596.21 crore versus Rs 509.16 crore

• Provisions up 32.7% at Rs 60.5 crore versus Rs 45.6 crore

• Operating Profit up 19.1% at Rs 304 crore versus Rs 255 crore

• Gross NPA at 2.91% versus 2.98% (QoQ)

• Net NPA at 1.21% versus 1.22% (QoQ)

• Net Profit up 18.3% at Rs 184 crore versus Rs 155 crore

 360 One WAM Q2 Highlights (Consolidated, QoQ)

• Total Income up 13% at Rs 1,108 crore versus Rs 980 crore

• Net Profit up 10.8% at Rs 315 crore versus Rs 285 crore

• Declares dividend of Rs 6 per share

 Oracle Financial Services Q2 FY26 (Cons, QoQ)

• Revenue down 3.41% at Rs 1789 crore versus Rs 1852 crore.

• Ebit down 10.84% at Rs 738.8 crore versus Rs 828.7 crore.

• Ebit margin down 344 bps at 41.29% versus 44.74%.

• Net profit down 14.95% at Rs 546 crore versus Rs 642 crore.

Himadri Specialty Chemicals Q2 Highlights (Consolidated, YoY)

• Revenue down 5.8% to Rs 1,071 crore versus Rs 1,137 crore

• Net Profit up 30.5% to Rs 177 crore versus Rs 135 crore

• Ebitda up 11.8% to Rs 233 crore versus Rs 208 crore

• Margin at 21.7% versus 18.3%

Avantel Q2 Highlights (Consolidated, YoY)

• Net profit down 81.4% at Rs 4.3 crore versus Rs 22.9 crore

• EBITDA down 67.4% at Rs 11.3 crore versus Rs 34.7 crore

• Revenue down 28.4% at Rs 55.4 crore versus Rs 77.4 crore

• Margin at 20.4% versus 44.8%

UltraTech Cement Q2 Highlights (Consolidated, YoY)

• Net profit up 75.2% at Rs 1,232 crore versus Rs 703 crore

• EBITDA up 52.6% at Rs 3,094 crore versus Rs 2,027 crore

• Revenue up 20.3% at Rs 19,607 crore versus Rs 16,294 crore

• Margin at 15.8% versus 12.4%

Jaiprakash Power Ventures Q2 Highlights (Consolidated, YoY)

• Net profit flat at Rs 182 crore

• EBITDA up 21.8% at Rs 471 crore versus Rs 386 crore

• Revenue up 17.3% at Rs 1,438 crore versus Rs 1,226 crore

• Margin at 32.7% versus 31.5%

Anand Rathi Share and Stockbrokers Q2 Highlights (Consolidated, QoQ)

• Net profit up 24% at Rs 22.8 crore versus Rs 18.4 crore

• Total income up 0.8% at Rs 202 crore versus Rs 200 crore

UTI AMC Q2 Highlights (Consolidated, QoQ)

• Net profit down 52.3% at Rs 113 crore versus Rs 237 crore

• Total income down 23.3% at Rs 421 crore versus Rs 549 crore

SML Mahindra Q2 Highlights (YoY)

• Revenue up 1% at Rs 555 crore versus Rs 550 crore

• EBITDA down 6.4% at Rs 41.9 crore versus Rs 44.8 crore

• Net profit down 4.5% at Rs 21 crore versus Rs 22 crore

• Margin at 7.6% versus 8.1%

IDFC First Bank Q2 Highlights (YoY)

• Net profit up 75.5% at Rs 352 crore versus Rs 201 crore

• NII up 7% at Rs 5,113 crore versus Rs 4,788 crore

• Operating profit down 4% at Rs 1,880 crore versus Rs 1,962 crore

• Gross NPA at 1.86% versus 1.97% (QoQ)

• Net NPA at 0.52% versus 0.55% (QoQ)

IndusInd Bank Q2 Highlights (QoQ)

• Net loss of Rs 437 crore versus NDTV Profit estimate of Rs 700 crore

• Provisions up 50% at Rs 2,631 crore versus Rs 1,760 crore

• NII down 5% at Rs 4,409 crore versus Rs 4,640 crore

• NIM at 3.32%, down 76 bps YoY and down 14 bps QoQ

• Gross NPA at 3.60% versus 3.64% (QoQ)

• Net NPA at 1.04% versus 1.12% (QoQ)

• CASA at Rs 1.19 lakh crore, down 4% QoQ

• Advances at Rs 3.25 lakh crore, down 2% QoQ

• Deposits at Rs 3.89 lakh crore, down 2% QoQ

IDBI Bank Q2 Highlights (YoY)

• Net profit up 98% at Rs 3,627 crore versus Rs 1,836 crore

• NII down 15% at Rs 3,285 crore versus Rs 3,875 crore

• Gross NPA at 2.65% versus 2.93% (QoQ)

• Net NPA flat at 0.21% (QoQ)

• Deposits at Rs 3.03 lakh crore, up 9% YoY

• Advances at Rs 2.30 lakh crore, up 15% YoY

• ROA at 3.55%, up 158 bps YoY

• NIM at 3.71%, up 3 bps QoQ and down 116 bps YoY

ICICI Bank Q2 Highlights (YoY)

• Net profit up 5% at Rs 12,359 crore versus Rs 11,746 crore

• NII up 7% at Rs 21,529 crore versus Rs 20,075 crore

• Provisions down 41% at Rs 914 crore versus Rs 1,557 crore

• Gross NPA at 1.58% versus 1.67% (QoQ)

• Net NPA at 0.39% versus 0.41% (QoQ)

• Advances up 10.27% YoY at Rs 14.08 lakh crore

• Total deposits up 7.7% YoY at Rs 16.12 lakh crore

• NIM at 4.32% versus 4.34%

Yes Bank Q2 Highlights (YoY)

• Net profit up 18.3% at Rs 654 crore versus Rs 553 crore

• Operating profit up 33% at Rs 1,297 crore versus Rs 975 crore

• NII up 5% at Rs 2,301 crore versus Rs 2,200 crore

• Gross NPA flat at 1.6% (QoQ)

• Net NPA flat at 0.3% (QoQ)

Federal Bank Q2FY26 Highlights (YoY)

• Net profit down 10% at Rs 955 crore versus Rs 1,056 crore

• Net interest income up 5% at Rs 2,495 crore versus Rs 2,367 crore

• Other income up 12% at Rs 1,082 crore versus Rs 963 crore

• Provisions up at Rs 363 crore versus Rs 158 crore

• Gross NPA ratio at 1.83% versus 1.91%, down 8 bps QoQ

• Net NPA ratio stable at 0.48% (QoQ)

• Return on assets at 0.27% versus 0.25%, up 2 bps QoQ

HDFC Bank Q2 Highlights (YoY)

• Total deposits at Rs 28 lakh crore as of September 30, 2025, up 12% YoY

• Gross advances at Rs 27.7 lakh crore as of September 30, 2025, up 9.9% YoY

• Net profit up 11% at Rs 18,641 crore versus Rs 16,821 crore

• Net interest income up 5% at Rs 31,551 crore versus Rs 30,114 crore

• Provisions up 30% at Rs 3,501 crore versus Rs 2,700 crore

• Gross NPA at 1.24% versus 1.40% (QoQ)

• Net NPA at 0.42% versus 0.47% (QoQ)

• HDB Financial IPO proceeds of Rs 2,500 crore boosted Q2 net profit

• Bank divested HDB Financial stake worth Rs 10,000 crore in Q2

• Net gain on sale of HDB Financial stake at Rs 9,128 crore during H1FY26

Punjab National Bank Q2 Highlights (YoY)

• Net profit up 14% at Rs 4,904 crore versus Rs 4,303 crore

• NII largely flat at Rs 10,469 crore versus Rs 10,517 crore

• Provisions up at Rs 643 crore versus Rs 288 crore

• Gross NPA at 3.45% versus 3.78% (QoQ)

• Net NPA at 0.36% versus 0.38% (QoQ)

J&K Bank Q2 Highlights (YoY)

• Net profit down 10.3% at Rs 494 crore versus Rs 551 crore

• Operating profit up 21% at Rs 623 crore versus Rs 787 crore

• NII largely flat at Rs 1,434 crore (YoY)

• Gross NPA at 3.32% versus 3.50% (QoQ)

• Net NPA at 0.76% versus 0.82% (QoQ)

Can Fin Homes Q2 Highlights (YoY)

• Net profit up 19% at Rs 251 crore versus Rs 211 crore

• NII up 19% at Rs 404 crore versus Rs 339 crore