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LTIMindtree Q3 Revenue Grows 11.6% YoY to ₹107.8B; Profit Hit by ₹5.9B Exceptional Item
LTIMindtree reported a steady 11.6% YoY growth in consolidated revenue, reaching ₹107,810 million for the quarter ended December 31, 2025. However, reported net profit declined to ₹9,596 million from ₹10,867 million in the previous year's quarter due to a significant one-time exceptional charge of ₹5,903 million related to the New Labour Code. Excluding this exceptional item, Profit Before Tax (PBT) showed resilience at ₹18,950 million, up from ₹18,792 million in the previous quarter. The BFSI and Manufacturing segments continue to lead growth, contributing significantly to the overall revenue mix.
Key Highlights
Consolidated revenue from operations increased 11.6% YoY to ₹107,810 million.
Reported net profit fell to ₹9,596 million, impacted by a ₹5,903 million one-time provision for the New Labour Code.
Profit Before Tax (before exceptional items) stood at ₹18,950 million, reflecting stable operational margins.
BFSI segment remains the largest revenue contributor at ₹37,837 million, followed by Technology and Media at ₹23,887 million.
Basic Earnings Per Share (EPS) for the quarter stood at ₹32.75, down from ₹47.28 in the preceding quarter.
💼 Action for Investors
Investors should focus on the underlying revenue growth and operational PBT rather than the reported net profit, which was distorted by a one-time regulatory provision. The company's core business remains healthy, making it a hold for long-term investors despite potential short-term price volatility.
LTIMindtree Q3 Revenue Grows 11.6% YoY to ₹107.8B; PAT Impacted by ₹5.9B Exceptional Item
LTIMindtree reported a steady 3.7% QoQ revenue growth reaching ₹107,810 million for the quarter ended December 31, 2025. However, net profit fell to ₹9,706 million compared to ₹14,011 million in the previous quarter due to a significant one-time exceptional charge of ₹5,903 million related to the New Labour Code. Excluding this exceptional item, Profit Before Tax remained resilient at ₹18,950 million, showing stable operational performance. The BFSI and Manufacturing segments continue to lead the revenue contribution, maintaining the company's growth trajectory despite the statutory cost hit.
Key Highlights
Consolidated revenue from operations increased 11.6% YoY to ₹107,810 million.
Net profit attributable to shareholders stood at ₹9,706 million, down from ₹14,011 million QoQ due to a ₹5,903 million exceptional item.
Profit Before Tax (before exceptional items) grew to ₹18,950 million compared to ₹18,792 million in the previous quarter.
BFSI remains the largest business segment contributing ₹37,837 million to the total revenue.
Basic Earnings Per Share (EPS) for the quarter was ₹32.75, impacted by the one-time labour code provision.
💼 Action for Investors
Investors should focus on the healthy 11.6% YoY revenue growth and stable operating margins rather than the one-time PAT dip caused by the statutory labour code provision. The underlying business momentum remains strong, suggesting a 'Hold' for long-term portfolios.
LTIMindtree Q3 FY26 Revenue Up 11.6% YoY to ₹107.8B; Net Profit Hit by ₹5.9B One-time Charge
LTIMindtree reported a steady 11.6% YoY growth in consolidated revenue to ₹107,810 million for the quarter ended December 31, 2025. However, net profit saw a significant decline of 30.5% QoQ to ₹9,596 million, primarily due to a one-time exceptional charge of ₹5,903 million related to the implementation of the New Labour Code. Excluding this exceptional item, Profit Before Tax (PBT) remained stable with a marginal 0.8% QoQ growth. The BFSI and Manufacturing segments continue to drive the majority of the revenue growth.
Key Highlights
Consolidated revenue from operations grew 3.7% QoQ and 11.6% YoY to ₹107,810 million.
Reported net profit fell to ₹9,596 million due to a ₹5,903 million one-time exceptional expense for New Labour Code compliance.
Profit Before Tax (PBT) before exceptional items stood at ₹18,950 million, showing resilience despite macroeconomic headwinds.
Manufacturing & Resources segment revenue grew significantly to ₹22,470 million from ₹18,679 million in the same quarter last year.
Basic Earnings Per Share (EPS) for the quarter stood at ₹32.75, down from ₹47.28 in the previous quarter.
💼 Action for Investors
Investors should focus on the underlying operational performance and revenue growth rather than the headline profit decline, which was caused by a non-recurring regulatory charge. The steady PBT before exceptional items suggests the core business remains healthy.
PNB Gilts Reports Q3 Net Profit of ₹53.9 Cr and Major Management Overhaul
PNB Gilts reported a significant turnaround in Q3 FY26, posting a net profit of ₹53.91 crore compared to a net loss of ₹10.11 crore in the same quarter last year. Total revenue from operations grew by 17.2% YoY to ₹424.67 crore, primarily driven by robust interest income. Alongside the results, the company announced a major management reshuffle, appointing a new CFO, CTO, CRO, and a dedicated Chief Compliance Officer, largely sourced from its parent bank, PNB. These changes are aimed at strengthening governance and control functions as per the latest RBI directions.
Key Highlights
Net profit for Q3 FY26 stood at ₹53.91 crore, recovering from a loss of ₹10.11 crore in Q3 FY25.
Total revenue from operations increased to ₹424.67 crore in Q3 FY26 from ₹362.36 crore YoY.
Ms. Kishkanda Garg appointed as the new Chief Financial Officer (CFO) for a three-year tenure.
Nine-month profit for the period ending Dec 31, 2025, rose to ₹168.62 crore from ₹158.01 crore YoY.
Management overhaul includes new heads for Risk, Technology, and Compliance to align with RBI Governance Directions 2025.
💼 Action for Investors
The strong turnaround from loss to profit and the strengthening of the management team are positive signals for shareholders. Investors should maintain a watch on interest rate cycles as they significantly impact the company's primary dealer operations.
PNB Gilts Q3 FY26 Turnaround: Net Profit at ₹53.9 Cr; Major Management Overhaul Announced
PNB Gilts reported a significant turnaround in Q3 FY26, posting a net profit of ₹53.91 crore compared to a net loss of ₹10.11 crore in the same quarter last year. Revenue from operations grew 17.2% YoY to ₹424.67 crore, primarily driven by robust interest income. The company also announced a comprehensive management restructuring, appointing a new CFO, CTO, CRO, and a dedicated Chief Compliance Officer, largely sourced from its parent bank, Punjab National Bank. This move aligns with the latest RBI governance directions for NBFCs to strengthen internal controls.
Key Highlights
Net Profit of ₹53.91 crore in Q3 FY26 vs a loss of ₹10.11 crore in Q3 FY25.
Revenue from operations increased to ₹424.67 crore from ₹362.36 crore YoY.
Earnings Per Share (EPS) improved to ₹2.99 from a negative ₹0.56 YoY.
Appointment of Ms. Kishkanda Garg as CFO and Mr. Shailesh Saurabh as dedicated Chief Compliance Officer.
Nine-month profit for FY26 reached ₹168.62 crore, up from ₹158.01 crore in the previous year.
💼 Action for Investors
The strong return to profitability and the strengthening of the leadership team are positive indicators for the stock. Investors should watch for continued stability in interest margins and the impact of new management on risk governance.
Sonam Ltd Q3 FY26 Results: Net Profit Rises 20.5% YoY to ₹1.03 Cr; Revenue Up 13.3%
Sonam Limited reported a steady performance for the quarter ended December 31, 2025, with revenue from operations growing 13.3% YoY to ₹27.46 crore. Net profit for the quarter increased by 20.5% YoY to ₹1.03 crore, up from ₹0.85 crore in the same period last year. On a sequential basis, revenue grew by 3.5% while profit saw a 4.1% uptick. The company maintains a clean balance sheet with no defaults on loans or outstanding investor complaints.
Key Highlights
Revenue from operations increased to ₹27.46 crore in Q3 FY26 compared to ₹24.24 crore in Q3 FY25.
Net profit grew to ₹1.03 crore for the quarter, representing a 20.5% year-on-year growth.
Nine-month (9M FY26) revenue reached ₹78.15 crore, up from ₹69.45 crore in the previous year.
Earnings Per Share (EPS) improved to ₹0.54 for the quarter from ₹0.45 in the year-ago period.
The company reported zero investor complaints and no defaults on debt securities or loans.
💼 Action for Investors
The company shows consistent growth in the niche horological segment; investors should monitor margin sustainability and volume growth in upcoming quarters. Existing shareholders may continue to hold given the stable financial trajectory.
Sonam Limited Q3 FY26 Results: Net Profit Surges 54% YoY to ₹1.85 Crore
Sonam Limited reported a strong financial performance for the quarter ended December 31, 2025, with revenue from operations reaching ₹30.91 crore, a 23% increase compared to ₹25.10 crore in the same quarter last year. The company's net profit surged by approximately 54% year-on-year to ₹1.85 crore, up from ₹1.20 crore in Q3 FY25. On a sequential basis, revenue grew by 12.3% from ₹27.52 crore in Q2 FY26, while net profit improved by 20.2% from ₹1.54 crore. For the nine-month period ended December 2025, total income stood at ₹82.75 crore with a net profit of ₹4.80 crore, reflecting robust growth over the previous year.
Key Highlights
Revenue from operations grew 23.1% YoY to ₹3,090.52 Lakhs in Q3 FY26.
Net profit for the quarter increased 53.9% YoY to ₹185.34 Lakhs from ₹120.45 Lakhs.
Basic EPS improved to ₹0.44 in Q3 FY26 compared to ₹0.29 in the corresponding quarter of the previous year.
9M FY26 revenue reached ₹8,245.15 Lakhs, a significant jump from ₹6,850.12 Lakhs in 9M FY25.
9M FY26 net profit stood at ₹480.12 Lakhs compared to ₹310.45 Lakhs in the previous year's nine-month period.
💼 Action for Investors
Investors should monitor the company's ability to maintain these improved margins and double-digit revenue growth in the coming quarters. The stock remains a positive watch given the strong year-on-year and sequential growth in the horological segment.
Sonam Ltd Q3 FY26 Net Profit Rises 45% YoY to ₹69.84 Lakhs; Revenue Up 19%
Sonam Limited reported a solid performance for the quarter ended December 31, 2025, with revenue from operations growing 19.3% YoY to ₹1,228.09 lakhs. The company's net profit saw a significant jump of 45.3%, reaching ₹69.84 lakhs compared to ₹48.05 lakhs in the same quarter last year. For the nine-month period, the growth was even stronger, with net profit rising 52.4% to ₹203.46 lakhs. Earnings per share (EPS) for the quarter improved to ₹0.33 from ₹0.23 YoY, reflecting improved profitability.
Key Highlights
Revenue from operations increased by 19.3% YoY to ₹1,228.09 lakhs in Q3 FY26
Net Profit for the quarter surged 45.3% YoY to ₹69.84 lakhs from ₹48.05 lakhs
Nine-month (9M FY26) revenue grew to ₹3,576.28 lakhs from ₹2,865.17 lakhs in the previous year
9M FY26 Net Profit stands at ₹203.46 lakhs, a 52.4% increase over the previous year's ₹133.50 lakhs
Basic and Diluted EPS for the quarter improved to ₹0.33 from ₹0.23 in Q3 FY25
💼 Action for Investors
The company shows strong double-digit growth in both top-line and bottom-line, indicating improved operational efficiency in its horological business. Investors should monitor if this margin expansion is sustainable and watch for any further updates on market share growth.
Seamec Vessel SEAMEC AGASTYA Resumes Operations Following Technical Redressal
Seamec Limited has announced that its vessel, SEAMEC AGASTYA, has successfully returned to service. The vessel was previously off-hire due to technical issues since approximately January 13, 2026, but has now been on-hired effective January 16, 2026, at 22:00 hours. This quick turnaround of approximately three days minimizes the period of non-earning for the asset. The prompt deployment ensures the vessel resumes generating revenue for the company's offshore operations.
Key Highlights
Vessel SEAMEC AGASTYA returned to field and was on-hired on January 16, 2026, at 22:00 hours.
The deployment follows successful technical redressal of the vessel.
The downtime lasted approximately 3 days from the initial off-hire report on January 13, 2026.
Disclosure submitted under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
💼 Action for Investors
Investors should view this as a positive operational recovery that limits potential revenue leakage from technical downtime. No immediate action is required, but fleet utilization remains a key metric to track for Seamec's quarterly performance.
HCLTech Q3 FY26: Revenue Hits $3.79B, Net New Bookings Surge 43% YoY to $3B
HCLTech delivered a robust Q3 FY26 performance, crossing the $15 billion annualized revenue milestone with a 4.2% sequential growth in constant currency. Net new bookings reached $3 billion, a significant 43% YoY increase, highlighted by a $473 million mega-deal with a global apparel retailer. While operating margins stood at 18.6% due to restructuring and labor code impacts, the company saw robust growth in Engineering and R&D services at 10.8% YoY. The firm is aggressively pivoting towards AI, with advanced AI revenue growing nearly 20% and the launch of new Physical AI labs.
Key Highlights
Revenue reached $3.79 billion, growing 4.2% QoQ and 4.8% YoY in constant currency terms.
Net new bookings surged to $3 billion, representing a 43% YoY growth and including a $473 million mega deal.
Engineering and R&D Services (ERS) led growth with a 10.8% YoY increase in constant currency.
Operating margin recorded at 18.6%, reflecting a 111 bps QoQ improvement despite restructuring costs.
Advanced AI revenue grew by 19.9%, supported by 38,000+ employees trained in GenAI.
💼 Action for Investors
Investors should view the strong booking momentum and AI-led deal wins as a positive indicator of long-term growth. The margin recovery and ERS segment outperformance suggest resilience in a challenging global macro environment.
L&T Finance Q3FY26: Retail Book Grows 21% YoY to ₹1.12 Lakh Cr; PAT Rises 18% to ₹739 Cr
L&T Finance reported a strong Q3FY26 with retailisation reaching 98%, effectively completing its strategic shift ahead of the Lakshya 2026 timeline. The retail book grew 21% YoY to ₹1,11,990 crore, supported by record disbursements in two-wheeler and farmer finance which grew 33% and 12% respectively. While reported PAT stood at ₹739 crore, it included a one-time ₹29 crore impact from the New Labour Code; excluding this, core PAT was ₹760 crore with a healthy RoA of 2.37%. Asset quality remains robust with Net Stage 3 assets at 0.92%, improving from 1.00% in the previous quarter.
Key Highlights
Retail disbursements surged 49% YoY to ₹22,701 crore, driven by robust festive demand and Big Tech partnerships.
Consolidated NIMs + Fees improved by 19 bps QoQ to 10.41% due to treasury efficiencies and stable yields.
Core credit cost (before macro provisions) decreased to 2.83% from 3.43% in Q1FY26, showing a downward trajectory.
Net Stage 3 (NS3) assets improved to 0.92% with a healthy Provision Coverage Ratio (PCR) of 72%.
Project Cyclops is now 100% implemented across major segments including Two-Wheeler, Farm, and SME Finance.
💼 Action for Investors
Investors should take confidence in the company's successful transition to a 98% retail-led book and its ability to maintain a core RoA above 2.3%. The consistent improvement in credit costs and asset quality makes it a strong pick in the NBFC space.
L&T Finance Q3FY26 Core PAT up 21% YoY to Rs 760 Cr; Retail Disbursements Surge 49%
L&T Finance reported a robust Q3FY26 with core Profit After Tax (PAT) rising 21% YoY to Rs 760 crore, though a one-time Rs 29 crore provision for the New Labour Code brought reported PAT to Rs 739 crore. The company achieved its highest-ever quarterly retail disbursements of Rs 22,701 crore, a significant 49% YoY increase. Asset quality improved sequentially with Gross Stage 3 (GS3) at 3.19% and Net Stage 3 (NS3) at 0.92%. The business is now 98% retail-focused, aligning with its Lakshya 2026 strategic goals.
Key Highlights
Core PAT grew 21% YoY to Rs 760 crore, while retail disbursements hit an all-time high of Rs 22,701 crore.
NIMs plus Fees improved by 19 bps QoQ to 10.41%, aided by a record low weighted average cost of borrowing at 7.25%.
Asset quality strengthened with GS3 improving 10 bps QoQ to 3.19% and NS3 improving 8 bps QoQ to 0.92%.
Personal loan disbursements surged 118% YoY to Rs 3,574 crore, while the total retail book reached Rs 1,11,990 crore.
Retailisation of the portfolio reached 98%, with the consolidated loan book growing 20% YoY to Rs 1,14,285 crore.
💼 Action for Investors
Investors should take note of the strong execution in retail transformation and margin expansion despite macro headwinds. The stock remains a strong play in the NBFC sector given its improving asset quality and high-growth retail segments like Personal and SME finance.
LTF Q3 FY26 Results: Net Profit Rises 18% YoY to ₹738 Crore; Revenue Up 12%
L&T Finance Limited (LTF) reported a strong performance for Q3 FY26, with consolidated Net Profit increasing by 18% YoY to ₹737.99 crore. Total revenue from operations grew 11.7% YoY to ₹4,578.27 crore, primarily driven by an 11.4% rise in interest income. The company successfully absorbed a one-time exceptional hit of ₹28.51 crore related to the implementation of New Labour Codes. Overall, the 9-month PAT for FY26 stands at ₹2,173.71 crore, reflecting steady growth compared to the previous year.
Key Highlights
Consolidated Net Profit grew 18% YoY to ₹737.99 crore in Q3 FY26 from ₹625.65 crore in Q3 FY25.
Total Revenue from operations increased to ₹4,578.27 crore, up from ₹4,097.58 crore in the same period last year.
Interest income rose 11.4% YoY to ₹4,240.07 crore, while fees and commission income jumped 42% YoY to ₹338.03 crore.
An exceptional one-time expense of ₹28.51 crore was recognized due to the impact of New Labour Codes on employee benefits.
Basic Earnings Per Share (EPS) for the quarter improved to ₹2.95 compared to ₹2.51 in the previous year's corresponding quarter.
💼 Action for Investors
The steady growth in both top-line and bottom-line suggests LTF is maintaining its growth trajectory despite regulatory cost pressures. Investors may continue to hold as the company demonstrates improved operational efficiency and robust interest income growth.
L&T Finance Q3 FY26 PAT Rises 18% YoY to ₹738 Crore; Revenue Up 11.7%
L&T Finance reported a strong performance for Q3 FY26, with consolidated Profit After Tax (PAT) growing 18% year-on-year to ₹737.99 crore. Total revenue from operations increased by 11.7% to ₹4,578.27 crore, driven primarily by a rise in interest income. Notably, impairment costs on financial instruments decreased to ₹590.06 crore from ₹728.96 crore in the previous year, indicating improved asset quality. The company also accounted for a one-time exceptional expense of ₹28.51 crore due to the implementation of New Labour Codes.
Key Highlights
Consolidated PAT increased 18% YoY to ₹737.99 crore for the quarter ended Dec 31, 2025.
Total revenue from operations grew 11.7% YoY to ₹4,578.27 crore compared to ₹4,097.58 crore in Q3 FY25.
Impairment on financial instruments significantly reduced to ₹590.06 crore from ₹728.96 crore YoY.
Interest income rose to ₹4,240.07 crore, reflecting steady growth in the loan book.
Recorded a one-time exceptional item of ₹28.51 crore related to the consolidation of New Labour Codes.
💼 Action for Investors
Investors should take note of the improving asset quality as evidenced by lower impairment costs and strong double-digit bottom-line growth. The company's transition towards a retail-heavy portfolio continues to yield positive results, making it a favorable pick in the NBFC space.
LTTS Q3 FY26 Net Profit Dips 6% YoY to ₹3,026 Million; Revenue Grows 10% YoY
L&T Technology Services (LTTS) reported a mixed performance for Q3 FY26, with revenue from operations growing 10.2% YoY to ₹29,235 million, despite a 1.9% sequential decline. Net profit fell 6.1% YoY to ₹3,026 million, primarily weighed down by a one-time exceptional charge of ₹354 million related to the implementation of New Labour Codes. While the Sustainability and Mobility segments showed resilience, the Tech vertical experienced a notable sequential revenue drop of nearly 9%. Operating margins were impacted by higher employee benefit expenses and the aforementioned regulatory costs.
Key Highlights
Revenue from operations reached ₹29,235 million, a 10.2% increase YoY but a 1.9% decrease QoQ.
Net profit attributable to equity shareholders stood at ₹3,026 million, down from ₹3,224 million in Q3 FY25.
An exceptional item of ₹354 million was recognized due to the impact of New Labour Codes on employee benefit provisions.
Sustainability segment revenue grew to ₹9,731 million, while Tech segment revenue declined to ₹10,707 million from ₹11,735 million in Q2.
Basic EPS for the quarter was ₹28.56, compared to ₹31.02 in the previous quarter and ₹30.47 in the year-ago period.
💼 Action for Investors
Investors should monitor the recovery in the Tech segment and margin stabilization after the one-time impact of the New Labour Codes. The steady growth in the Sustainability and Mobility verticals remains a positive long-term indicator.
Suraj Limited Sets January 23, 2026, as Record Date for Interim Dividend
Suraj Limited has declared an interim dividend following its board meeting held on January 16, 2026. The company has fixed Friday, January 23, 2026, as the record date to identify eligible shareholders for the payout. This announcement was made alongside the approval of the company's unaudited financial results for the quarter and nine months ended December 31, 2025. Shareholders must hold the stock in their demat accounts by the record date to receive the dividend.
Key Highlights
Record date for interim dividend fixed as January 23, 2026
Dividend declared during the board meeting held on January 16, 2026
Announcement coincides with the approval of Q3 and 9M FY2025-26 financial results
Payment to be made to shareholders registered with NSDL and CDSL as of the record date
💼 Action for Investors
Investors interested in the dividend should ensure they purchase or hold the shares before the ex-dividend date. Monitor the company's financial results for the quarter to assess the sustainability of such payouts.
Suraj Limited Declares ₹1.50 Interim Dividend; Q3 PAT Drops 80% YoY to ₹136.26 Lakhs
Suraj Limited has declared an interim dividend of ₹1.50 per equity share (15% of face value) for FY 2025-26, with the record date set for January 23, 2026. Despite the dividend, the company's Q3 FY26 financial results show significant weakness, with standalone Net Profit (PAT) falling sharply to ₹136.26 Lakhs from ₹684.07 Lakhs in the same quarter last year. Revenue from operations also saw a marginal decline to ₹6,188.42 Lakhs compared to ₹6,361.14 Lakhs YoY. The nine-month performance for FY26 reflects a substantial decline in profitability compared to the previous year.
Key Highlights
Declared an interim dividend of ₹1.50 per equity share with a record date of January 23, 2026.
Standalone Net Profit (PAT) for Q3 FY26 plummeted by 80% YoY to ₹136.26 Lakhs.
Revenue from operations decreased to ₹6,188.42 Lakhs from ₹6,361.14 Lakhs in the year-ago quarter.
Basic and Diluted EPS for the quarter fell to ₹0.74 from ₹3.73 YoY.
Nine-month PAT for FY26 stands at ₹346.04 Lakhs, down from ₹1,558.48 Lakhs in the same period last year.
💼 Action for Investors
While the dividend provides a small yield, the massive drop in quarterly and nine-month profitability is a major concern. Investors should investigate the sharp margin compression and wait for signs of operational recovery before increasing exposure.
Suraj Ltd Declares Rs 1.5 Interim Dividend; Q3 Net Profit Drops 80% YoY to Rs 1.36 Cr
Suraj Limited has declared an interim dividend of Rs. 1.5 per share (15%) for FY 2025-26, with the record date fixed for January 23, 2026. The company reported a sharp 80% year-on-year decline in standalone net profit for Q3 FY26, falling to Rs. 1.36 crore from Rs. 6.84 crore. Revenue also decreased slightly to Rs. 61.88 crore compared to Rs. 63.61 crore in the same period last year. The nine-month performance shows a significant profit contraction, highlighting potential operational or margin challenges.
Key Highlights
Interim dividend of Rs. 1.50 per share (15% of face value) declared with record date Jan 23, 2026
Q3 FY26 Standalone PAT crashed 80% YoY to Rs. 136.26 Lakhs from Rs. 684.07 Lakhs
Total Income for 9M FY26 fell to Rs. 16,565.50 Lakhs from Rs. 17,756.22 Lakhs in 9M FY25
Standalone EPS for the quarter stands at Rs. 0.74, a sharp decline from Rs. 3.73 in Q3 FY25
Finance costs for 9M FY26 increased to Rs. 317.48 Lakhs from Rs. 270.56 Lakhs YoY
💼 Action for Investors
Investors should be cautious as the severe decline in profitability significantly outweighs the dividend payout. Monitor the company's margin recovery and raw material cost management in the upcoming quarters before making new entries.
Suraj Ltd Q3 PAT Drops 80% YoY to ₹1.36 Cr; Declares ₹1.50 Interim Dividend
Suraj Limited reported a sharp decline in profitability for the quarter ended December 31, 2025, with Net Profit (PAT) falling 80% year-on-year to ₹1.36 crore. Revenue from operations also saw a marginal decline of 2.7% YoY to ₹61.88 crore, although it showed sequential improvement from the previous quarter. Despite the earnings pressure, the company has declared an interim dividend of ₹1.50 per share. The record date for the dividend payment is fixed as January 23, 2026.
Key Highlights
Net Profit (PAT) for Q3 FY26 fell to ₹136.26 lakhs from ₹684.07 lakhs in Q3 FY25.
Revenue from operations stood at ₹6,188.42 lakhs compared to ₹6,361.14 lakhs in the same period last year.
Declared an interim dividend of ₹1.50 per equity share (15% of face value) for FY 2025-26.
Nine-month PAT for FY26 dropped significantly to ₹326.04 lakhs from ₹1,558.48 lakhs YoY.
Basic and Diluted EPS for the quarter decreased to ₹0.74 from ₹3.73 in the previous year's corresponding quarter.
💼 Action for Investors
Investors should exercise caution as the company faces significant margin pressure and a sharp decline in year-on-year profitability. While the interim dividend offers a short-term incentive, the long-term outlook depends on the company's ability to recover its earnings growth.
LTIMindtree Wins ₹3,000 Crore AI-Powered Tax Analytics Project from CBDT
LTIMindtree has secured a major contract worth approximately ₹3,000 crores from the Central Board of Direct Taxes (CBDT) for the Insight 2.0 project. The company will build an AI-powered platform to modernize India's national tax analytics, leveraging advanced digital architecture. This 7-year mandate provides significant long-term revenue visibility and demonstrates the company's leadership in high-end data analytics. The deal reinforces LTIMindtree's capability to handle large-scale government digital transformation projects.
Key Highlights
Awarded the Insight 2.0 project by the Central Board of Direct Taxes (CBDT)
Total contract value estimated at approximately ₹3,000 crores
Long-term mandate spanning a duration of 7 years
Project involves building an AI-powered program for national tax analytics modernization
Strengthens LTIMindtree's position in the government technology and AI-centric growth sector
💼 Action for Investors
Investors should view this as a significant positive development for long-term revenue stability and a validation of the company's AI capabilities. Monitor the project's impact on operating margins as the implementation progresses over the 7-year period.