🇮🇳 India Daybook: Nykaa Profit Triples, BSE Posts ₹809 Cr Profit, Dabur Restructures Leadership

📍 EARNINGS REACTION

• Nykaa (FSN E-Commerce Ventures): Net profit surged 197.1% YoY to ₹101 crore for the September quarter, up nearly three times. Revenue increased 28% YoY to ₹3,006 crore, while operating EBITDA rose 65.6% to ₹263 crore, expanding EBITDA margins to 8.7%.
• BSE Ltd: Delivered a 45% YoY surge in consolidated net profit to ₹809.15 crore for Q2, compared to ₹558.43 crore in the corresponding period last year, with quarterly revenue topping ₹1,432 crore.
• Apollo Hospitals: Q2 net profit jumped 32.1% YoY to ₹630 crore on the back of a 23% increase in consolidated revenue to ₹7,615 crore. EBITDA advanced nearly 29% YoY to ₹1,191 crore, with margins expanding to 15.6%.
• Torrent Power: Net profit rose 13.3% YoY to ₹820 crore for the quarter, with operational revenue rising 24.4% YoY to ₹9,802 crore. EBITDA grew 15.5% to ₹1,739 crore.
• Lenskart Solutions: Q2 net profit surged 123% YoY to ₹227 crore, driven by sharp retail expansion and operating leverage.
• Aurobindo Pharma: Posted a 33% YoY rise in Q2 net profit and announced an interim dividend for eligible shareholders.
• Allcargo Terminals: Net profit nearly doubled in Q2 as operational revenue grew 22% YoY.
• Lupin: Q2 net profit declined 22% YoY to ₹1,155 crore, while quarterly revenue stood at ₹7,827 crore.

📍 MANAGEMENT TRANSITION

• Dabur India: Announced a top-level reorganization as Global CEO and Whole-time Director Mohit Malhotra resigned after a 30-year career to take up an international assignment. The company appointed Herjit Singh Bhalla, currently CEO of its India business, as an Additional Director and Whole-time Director for a five-year term starting November 14, 2026. Long-standing Whole-time Director P D Narang will continue to oversee group international strategies.

📍 CAPITAL RAISING

• Apollo Tyres: The board of directors has granted approval to raise funds by issuing Non-Convertible Debentures (NCDs) aggregating up to ₹1,000 crore (₹10,000 million) via private placement.

📍 ORDER BOOK & EXPANSION

• Centum Electronics: Recorded strong order momentum, with its total order book increasing 38% YoY to ₹19,522 crore.

📍 IPOS & LISTINGS

• Bombay Coated & Special Steels: The company's equity shares debut today on the BSE and NSE following the successful closure of its ₹183.06-crore fresh public issue, which was heavily oversubscribed in retail tranches.

📍 DIVIDEND EX-DATE

• Key Dividends: Shares of Birlasoft, Engineers India, Navin Fluorine International, and Sanofi India turn ex-dividend today for their recently declared interim payouts.