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Craftsman Automation to Set Up New Ludhiana Plant with ₹60 Crore Investment
Craftsman Automation's Board has approved the establishment of a new manufacturing facility in Ludhiana, Punjab, to enhance regional service efficiency. The project involves an estimated investment of ₹60 Crores, which will be financed 90% through term loans and 10% via internal accruals. This expansion is expected to add 5% to the company's Powertrain capacity at peak levels within a timeline of 9 to 12 months. Currently, the company's Powertrain segment operates at an average capacity utilization of 75%.
Key Highlights
Estimated investment of ₹60 Crores for the new facility in Ludhiana, Punjab
Proposed capacity addition of 5% to the Powertrain segment at peak levels
Project completion timeline estimated between 9 to 12 months
Financing structure consists of 90% term loans and 10% internal accruals
Current Powertrain segment capacity utilization stands at an average of 75%
💼 Action for Investors
Investors should monitor the timely execution of this plant as it strengthens the company's regional footprint and adds incremental capacity. The high debt-to-equity ratio for this specific project (90% loan) is worth watching in the context of the overall balance sheet.
HILINFRA Independent Director Om Prakash Shrivastava Resigns Effective Jan 28, 2026
Highway Infrastructure Limited (HILINFRA) has announced the resignation of Mr. Om Prakash Shrivastava from his position as a Non-Executive Independent Director, effective January 28, 2026. Mr. Shrivastava was a significant contributor to the board, serving on five key committees including the Audit, Nomination and Remuneration, and the Initial Public Offer Committee. The company has confirmed that there are no material reasons for his resignation other than those provided in his formal letter. This transition will require the company to appoint a new independent director to maintain regulatory compliance and committee oversight.
Key Highlights
Resignation of Mr. Om Prakash Shrivastava (DIN: 10173322) as Non-Executive Independent Director.
Effective date of cessation is the close of business hours on January 28, 2026.
The director served on 5 committees: Audit, NRC, Stakeholder Relationship, CSR, and IPO Committee.
Confirmation provided that no other material reasons exist for the resignation.
💼 Action for Investors
Investors should monitor the company's upcoming filings for the appointment of a replacement director to ensure the board's independence and committee functions remain robust. This is a routine management change and does not currently signal any operational issues.
HT Media Q3 Results: Revenue at ₹496.6 Cr; Appoints Sameer Singh as New CEO
HT Media reported a marginal 1.4% YoY increase in revenue from operations to ₹496.6 crore for Q3 FY26. While EBITDA showed improvement at ₹50.7 crore compared to ₹46.4 crore in the previous year, the company reported a consolidated net loss of ₹23.7 crore. This loss was primarily driven by a significant exceptional item loss of ₹40.35 crore during the quarter. Additionally, the board has approved the appointment of Sameer Singh as the Managing Director and CEO for a five-year term starting March 1, 2026.
Key Highlights
Revenue from operations grew slightly to ₹49,661 lakhs from ₹48,980 lakhs YoY.
EBITDA increased to ₹5,070 lakhs in Q3 FY26, up from ₹4,640 lakhs in Q3 FY25.
Consolidated net loss widened to ₹2,370 lakhs due to an exceptional loss of ₹4,035 lakhs.
Sameer Singh appointed as MD and CEO for a 5-year term effective March 1, 2026.
Nine-month cumulative revenue stands at ₹1,36,026 lakhs with a total comprehensive loss of ₹3,159 lakhs.
💼 Action for Investors
Investors should exercise caution as the company continues to report bottom-line losses despite stable revenue and improved EBITDA. The transition to a new CEO and the impact of non-recurring exceptional items should be closely monitored in upcoming quarters.
HT Media Q3 FY26 Revenue Grows to ₹496.6 Cr; Appoints Sameer Singh as New MD & CEO
HT Media reported a 10% sequential growth in revenue from operations to ₹49,661 Lakhs for the quarter ended December 31, 2025. While EBITDA improved to ₹5,070 Lakhs, the company recorded a net loss of ₹2,370 Lakhs due to a significant exceptional charge of ₹4,035 Lakhs. A major leadership transition was announced with Sameer Singh appointed as MD and CEO effective March 1, 2026. The operational performance shows recovery, but the bottom line remains impacted by non-recurring items.
Key Highlights
Revenue from operations increased to ₹49,661 Lakhs in Q3 FY26 from ₹45,150 Lakhs in Q2 FY26.
EBITDA grew to ₹5,070 Lakhs, up from ₹4,640 Lakhs in the corresponding quarter of the previous year.
Reported a net loss of ₹2,370 Lakhs for the quarter, largely driven by an exceptional loss of ₹4,035 Lakhs.
Sameer Singh appointed as Managing Director and CEO for a 5-year term starting March 2026.
Total comprehensive loss for the nine-month period ended Dec 31, 2025, stands at ₹3,159 Lakhs.
💼 Action for Investors
Investors should monitor the impact of the leadership change on the company's digital and print strategy. While operational EBITDA is improving, clarity is needed on the recurring nature of exceptional items before taking a long-term position.
Craftsman Automation Q3 Net Profit Surges to ₹110.5 Cr; Revenue Up 30.5% YoY
Craftsman Automation reported a robust performance for the quarter ended December 31, 2025, with consolidated revenue growing 30.5% YoY to ₹2,057.3 crore. Net profit witnessed a massive turnaround, reaching ₹110.5 crore compared to a low base of ₹12.2 crore in the previous year's quarter. The Aluminium Products segment continues to be the primary growth engine, contributing approximately 58% of the total revenue. The company also announced a strategic acquisition of Suprash Developers for ₹145.85 crore through its subsidiary, DR Axion India.
Key Highlights
Consolidated Revenue from Operations increased 30.5% YoY to ₹2,05,728 Lakhs.
Net Profit for the quarter rose to ₹11,050 Lakhs from ₹1,223 Lakhs in the year-ago period.
Aluminium Products segment revenue grew significantly to ₹1,20,335 Lakhs from ₹91,637 Lakhs YoY.
Subsidiary DR Axion India acquired 100% of Suprash Developers for ₹14,585 Lakhs on December 20, 2025.
Basic EPS improved to ₹46.32 from a loss per share of ₹0.87 in Q3 FY25.
💼 Action for Investors
The company demonstrates strong operational recovery and scale in its Aluminium segment. Investors should maintain a positive outlook given the healthy revenue growth and strategic inorganic expansion.
Coforge Amends Encora Acquisition Terms; Raises Nominee Director Threshold to 10%
Coforge Limited has amended its Share Subscription and Share Purchase Agreement (SSPA) regarding the acquisition of Encora US Holdco and Encora Holdings. The revised terms increase the minimum shareholding threshold for investors to maintain a nominee director from 5% to 10%. While investors can nominate two directors if they hold above 15%, the amendment removes their automatic right to sit on specific Board committees. The company is now seeking shareholder approval for these revised covenants via a postal ballot ending February 27, 2026.
Key Highlights
Amendment to the SSPA dated December 26, 2025, involving Encora US Holdco and Encora Holdings.
Investors' right to nominate one director now falls away if shareholding drops below 10% (previously 5%).
The right to nominate two directors is maintained as long as aggregate shareholding is at least 15%.
Special rights for investors to appoint nominee directors to Board committees have been removed.
Postal ballot e-voting period scheduled from January 29, 2026, to February 27, 2026.
💼 Action for Investors
This update represents a tightening of governance terms in favor of the company. Investors should monitor the successful completion of the Encora acquisition as it remains a key growth catalyst.
Kaveri Seed to Consider Q3 FY26 Results on February 9, 2026
Kaveri Seed Company Limited has scheduled a Board of Directors meeting for February 9, 2026, to consider and approve the standalone and consolidated unaudited financial results for the quarter ended December 31, 2025. In compliance with SEBI insider trading regulations, the trading window for promoters and designated employees has been closed since January 1, 2026. The window will remain closed until 48 hours after the results are declared. This is a routine regulatory filing ahead of the company's quarterly earnings release.
Key Highlights
Board meeting scheduled for February 9, 2026, to approve Q3 financial results
Results pertain to the quarter ended December 31, 2025 (Q3 FY26)
Trading window for insiders closed from January 1, 2026, as per SEBI regulations
Trading window to reopen 48 hours after the announcement of results
Meeting to be held at the Registered Office in Secunderabad
💼 Action for Investors
No immediate action is required as this is a routine announcement. Investors should monitor the actual earnings release on February 9 to evaluate the company's performance.
Akzo Nobel India to Hold Q3 FY26 Earnings Conference Call on February 3, 2026
Akzo Nobel India Limited has scheduled a group conference call for February 3, 2026, at 3:00 PM IST to discuss its financial results for the third quarter and nine months ended December 31, 2025. The call will feature top management, including the CEO and CFO, providing a platform for analysts and investors to gain insights into the company's performance. This is a standard regulatory procedure following the conclusion of the reporting period. The session is being facilitated by ICICI Securities.
Key Highlights
Conference call scheduled for February 3, 2026, at 15:00 hrs India Time
Discussion will cover financial results for Q3 and the nine-month period ending December 31, 2025
Management representation includes CEO Rajiv Rajgopal and CFO Krishna Rallapalli
The event is organized in coordination with ICICI Securities
💼 Action for Investors
Investors should monitor the official Q3 results release prior to the call and listen for management commentary regarding volume growth and raw material margin trends. No immediate action is required based on this scheduling announcement.
Arvind Fashions Q3 FY26 Revenue Up 14.5% to ₹1,377 Cr; Adjusted PAT Surges 65%
Arvind Fashions reported a strong Q3 FY26 with revenue growing 14.5% YoY to ₹1,377 crore, driven by robust performance in direct-to-consumer channels. The company's EBITDA (excluding other income) rose 18% to ₹195 crore, reflecting a 40 bps margin expansion. While reported PAT was impacted by a ₹29 crore provision for the Code on Wages, the adjusted PAT grew significantly by 65.2% YoY. The company continues its aggressive expansion with 43 new EBOs added during the quarter, maintaining a healthy inventory turn of 3.7x.
Key Highlights
Revenue grew 14.5% YoY to ₹1,377 crore, supported by 8.2% Like-to-Like (LTL) retail growth.
Online B2C business witnessed a massive 50% YoY growth, significantly increasing its share in the channel mix.
EBITDA margins expanded by 40 bps to 14.2% (₹195 Cr) due to sourcing gains and operating leverage.
Adjusted PAT (before Code on Wages impact) grew 65.2% YoY, although reported PAT was ₹26 crore after the regulatory provision.
Added 43 gross EBOs in Q3, bringing the total store count to 1,022 with a focus on the asset-light FOFO model.
💼 Action for Investors
Investors should focus on the strong operational momentum and margin improvement as signs of successful premiumization and direct-channel focus. The one-time wage impact is a non-recurring regulatory hit, making the underlying business growth the primary driver for long-term valuation.
TVS Motor Q3 PAT Jumps 52% YoY to ₹940 Cr; Revenue Up 37% with Strong Margin Expansion
TVS Motor Company reported a robust performance for the quarter ended December 31, 2025, with standalone revenue from operations growing 37.1% YoY to ₹12,476.26 crore. Net profit (PAT) surged 52% to ₹940.37 crore, supported by a 27.4% increase in sales volumes to 15.44 lakh units. Operating EBITDA margins showed significant improvement, rising to 13.1% from 11.9% in the year-ago period. The company also noted a fair valuation gain of ₹162.04 crore on its investment in Rapido within Other Comprehensive Income.
Key Highlights
Revenue from operations increased 37.1% YoY to ₹12,476.26 crore.
Standalone Profit After Tax (PAT) grew by 52% YoY to ₹940.37 crore.
Sales volumes reached 15.44 lakh units, up from 12.12 lakh units in Q3 FY25.
Operating EBITDA margin expanded to 13.1% versus 11.9% in the previous year.
Exceptional item of ₹41.37 crore recognized as a liability for New Labour Codes.
💼 Action for Investors
The company exhibits strong operational leverage and volume growth, making it a solid pick in the two-wheeler segment. Investors should maintain a positive outlook while monitoring the future cost impact of the Extended Producer Responsibility (EPR) rules for vehicle scrapping.
Urban Company Partners with HDFC Pension to Secure 50,000+ Service Professionals
Urban Company has collaborated with HDFC Pension to introduce the National Pension System (NPS) for over 50,000 service professionals on its platform. This initiative allows gig workers to voluntarily enroll in a structured retirement savings scheme regulated by the PFRDA. The company reported that its active service professionals earn an average monthly net income of INR 28,322, with the top 5% earning INR 51,673. This move is part of a broader strategy to institutionalize welfare and financial security for its workforce, which is critical for long-term operational stability.
Key Highlights
Collaboration with HDFC Pension to provide NPS access to 50,000+ service professionals.
Average monthly net earnings for active professionals reached INR 28,322 in FY26.
Top 5% of service professionals on the platform earn an average of INR 51,673 per month.
Existing benefits include life insurance cover up to INR 10 lakh and disability cover up to INR 6 lakh.
💼 Action for Investors
Investors should view this as a positive ESG development that enhances partner retention and mitigates regulatory risks in the gig economy. Monitor if these welfare measures lead to improved service quality and lower partner churn rates.
Arvind Fashions Q3 FY26: Revenue up 14.5% to ₹1,377 Cr, Adjusted PAT Jumps 65%
Arvind Fashions reported a strong Q3 FY26 with revenue growing 14.5% YoY to ₹1,377 crore, driven by robust performance in direct-to-consumer channels. EBITDA saw an 18% increase to ₹195 crore, with margins expanding by 40 bps to 14.2% due to a better channel mix and cost improvements. While reported PAT fell slightly by 7% to ₹26 crore due to the Code on Wages impact, adjusted PAT from continuing operations surged 65.2% to ₹44 crore. The company achieved a healthy 8.2% retail LTL growth and a significant 50% growth in its online B2C segment.
Key Highlights
Revenue grew 14.5% YoY to ₹1,377 Cr, supported by 8.2% retail LTL growth.
EBITDA increased by 18% YoY to ₹195 Cr with margins improving to 14.2%.
Adjusted PAT (excluding Code on Wages impact) grew 65.2% YoY to ₹44 Cr.
Online B2C channel delivered massive ~50% growth during the quarter.
Gross margins expanded by 50 bps to 55.4% through channel mix optimization.
💼 Action for Investors
Investors should focus on the strong operational growth and margin expansion, looking past the one-time accounting impact of the Code on Wages. The company's strategy of premiumization and direct-to-consumer expansion continues to drive value.
KPIL Receives Favorable ITAT Order; Tax Demands for AY 2018-19 to 2020-21 Deleted
Kalpataru Projects International Limited (KPIL) has received a favorable ruling from the Income Tax Appellate Tribunal (ITAT), Mumbai, for Assessment Years 2018-19, 2019-20, and 2020-21. The tribunal has deleted the tax disallowances that were previously upheld by the Commissioner of Income Tax (Appeals). This follows a similar relief granted in December 2025 for AY 2013-14 to 2015-16 and 2017-18, where tax demands were reduced to NIL. These cumulative rulings significantly reduce the company's potential tax liabilities and contingent risks across seven assessment years.
Key Highlights
ITAT Mumbai deleted tax disallowances for Assessment Years 2018-19, 2019-20, and 2020-21.
The tax demand associated with these specific disallowances will be completely deleted following the order.
Previous relief granted on December 25, 2025, reduced tax demands to NIL for AY 2013-14 to 2015-16 and 2017-18.
The latest order was received by the company on January 27, 2026.
The rulings collectively clear tax disputes spanning multiple years, improving financial clarity.
💼 Action for Investors
Investors should view this as a positive development as it removes significant contingent tax liabilities from the balance sheet. This clearance of long-standing tax disputes strengthens the company's financial position and reduces legal risk.
Birla Corporation Schedules Q3 FY26 Earnings Conference Call for January 31
Birla Corporation Limited has announced its conference call to discuss financial results for the quarter and nine months ended December 31, 2025. The call is scheduled for Saturday, January 31, 2026, at 4:00 PM IST. Senior management, including MD & CEO Sandip Ghose and Group CFO Aditya Saraogi, will be present to discuss the company's performance. This is a standard regulatory disclosure following the end of the third quarter of the fiscal year.
Key Highlights
Conference call scheduled for January 31, 2026, at 4:00 PM IST
Discussion to cover unaudited standalone and consolidated results for Q3 and 9M FY26
Management representation includes MD & CEO Sandip Ghose and Group CFO Aditya Saraogi
Call hosted by HDFC Securities Ltd with Diamond Pass registration available
💼 Action for Investors
Investors should monitor the call for management commentary on cement demand trends and margin outlook. No immediate action is required as this is a routine scheduling announcement.
Ksolves India Q3 FY26: Revenue Up 12.2% YoY to ₹42.3 Cr; EBITDA Margin Recovers to 32.4%
Ksolves India reported a steady Q3 FY26 with revenue growing 12.2% YoY to ₹42.3 crore, driven by core services like AI, Cloud, and Salesforce. While 9M FY26 EBITDA margins dipped to 29.9% due to heavy investments in marketing and leadership, Q3 saw a sequential recovery to 32.4%. The company declared a third interim dividend of ₹5 per share and announced plans for a new subsidiary in Australia to capture regional growth. Management maintained a 20% revenue growth guidance for FY26 despite temporary margin pressure from strategic investments.
Key Highlights
Revenue grew 6.6% QoQ and 12.2% YoY to ₹42.3 crore in Q3 FY26.
EBITDA margin improved by 194 bps sequentially to 32.4% in Q3, recovering from earlier investment-led dips.
Declared a third interim dividend of ₹5 per share, bringing the total FY26 dividend to ₹11 per share.
Overseas markets contributed 78% of total revenue, with a new subsidiary approved for Australia.
Management maintains a 20% YoY revenue growth target for FY26 with a medium-term EBITDA margin outlook of 30%.
💼 Action for Investors
Investors should monitor the stabilization of margins as marketing spends normalize and the execution of the 20% growth target. The high dividend payout and expansion into Australia remain positive triggers for long-term value.
Crizac Q3 Net Profit Rises 16.7% to ₹50.5 Cr; Declares ₹8 Interim Dividend
Crizac Limited reported a strong performance for Q3 FY26, with consolidated revenue growing 28% year-on-year to ₹278.8 crore. Net profit for the quarter increased by 16.7% to ₹50.5 crore compared to the same period last year. The Board has declared an interim dividend of ₹8 per share (400% of face value) with a record date of February 4, 2026. Additionally, the company is seeking shareholder approval to enhance its ESOP pool to attract and retain talent across its global subsidiaries.
Key Highlights
Consolidated Revenue from Operations grew 28% YoY to ₹27,883.60 Lakhs in Q3 FY26.
Net Profit after Tax increased to ₹5,052.77 Lakhs from ₹4,329.47 Lakhs in the previous year's quarter.
Declared an interim dividend of ₹8.00 per share on a face value of ₹2.00, payable by February 26, 2026.
Nine-month (9M FY26) Net Profit stands at ₹14,467.56 Lakhs on a total income of ₹67,255.13 Lakhs.
Board approved the enhancement of the Crizac Employee Stock Option Plan 2026 pool.
💼 Action for Investors
Investors should note the robust top-line growth and the significant dividend payout as signs of strong cash flow. The stock is likely to remain in focus until the dividend record date of February 4, 2026.
Valecha Engineering Files Regulation 74(5) Compliance Certificate for Q3 FY26
Valecha Engineering Limited has submitted its quarterly compliance certificate under Regulation 74(5) of the SEBI (Depositories and Participants) Regulations, 2018. The report, issued by Bigshare Services Private Limited, covers the period from October 1, 2025, to December 31, 2025. It confirms that the company received zero dematerialization requests for its equity shares during this timeframe. This filing is a standard administrative requirement for all listed entities in India to ensure proper share accounting.
Key Highlights
Compliance certificate filed for the quarter ended December 31, 2025
Issued by Registrar and Share Transfer Agent, Bigshare Services Private Limited
Zero dematerialization requests received during the period from October 1 to December 31, 2025
Submission made in accordance with SEBI (Depositories and Participants) Regulations, 2018
💼 Action for Investors
No action is required as this is a routine regulatory filing with no impact on company fundamentals. Investors should continue to monitor the company's financial results and project execution updates.
Arvind Fashions Q3 FY26 Revenue Grows 25% YoY to ₹1,377 Cr; PBT Rises to ₹82.5 Cr
Arvind Fashions reported a strong operational performance for Q3 FY26, with revenue from operations increasing by 24.8% YoY to ₹1,376.58 crore. Profit Before Tax (PBT) from continuing operations grew by 20.4% to ₹82.54 crore, reflecting healthy margins. However, Net Profit for the quarter declined to ₹36.38 crore from ₹47.65 crore in the previous year, primarily due to a deferred tax charge of ₹6.19 crore as the company transitioned to a new tax regime under Section 115BAA. For the nine-month period, the company maintained growth with a consolidated net profit of ₹118.12 crore.
Key Highlights
Revenue from operations increased 24.8% YoY to ₹1,376.58 crore in Q3 FY26.
Profit Before Tax (PBT) from continuing operations rose to ₹82.54 crore versus ₹68.57 crore in Q3 FY25.
9M FY26 consolidated net profit stood at ₹118.12 crore, up from ₹106.58 crore YoY.
Transitioned to a lower tax regime (Section 115BAA), resulting in a net deferred tax impact in the current quarter.
Discontinued operations (Aeropostale and Ed Hardy) had a minimal net loss impact of ₹0.27 crore during the quarter.
💼 Action for Investors
Investors should look past the technical decline in Net Profit caused by tax adjustments and focus on the robust 25% top-line growth and improving PBT. The company's strategy to exit non-core brands while scaling its primary portfolio appears to be yielding operational efficiency.
IIFL Finance Q3 FY26 PAT Rises 20% QoQ to ₹501 Cr; Gold Loan AUM Surges 189% YoY
IIFL Finance reported a strong Q3 FY26 with consolidated PAT reaching ₹501 crore, a 20% sequential growth. Total AUM neared the ₹1 lakh crore milestone, driven by a massive 189% YoY surge in gold loans to ₹43,432 crore. Asset quality improved significantly with GNPA dropping to 1.6% and NNPA falling below 1%, supported by a high provision coverage of 92%. Management also clarified that the ongoing Income Tax special audit is a procedural step with no current tax demand or operational impact.
Key Highlights
Consolidated PAT grew 20% QoQ to ₹501 crore; Pre-provision operating profit doubled YoY to ₹1,075 crore.
Total AUM reached ₹98,336 crore, up 38% YoY, with Gold Loans crossing pre-embargo levels at ₹43,432 crore.
Asset quality improved with GNPA at 1.6% (down from 2.14%) and NNPA at 0.8%.
Capital adequacy remains robust at 27.7% consolidated, with an interim dividend of ₹4 per share declared.
Management addressed the IT special audit, stating it covers a 6-year block period with no immediate financial impact.
💼 Action for Investors
Investors should focus on the strong recovery in the gold loan segment and improving asset quality metrics. While the tax audit warrants monitoring, the operational performance and high capital adequacy provide a significant safety margin.
Shree Ram Proteins Appoints Secretarial Auditor for FY 2025-26
Shree Ram Proteins Limited (SRPL) has announced the appointment of M/s. Payal Dhamecha & Associates as its Secretarial Auditor for the financial year 2025-2026. The decision was finalized during a board meeting held on January 28, 2026, which lasted for 45 minutes. This move ensures the company remains compliant with Regulation 30 of the SEBI (LODR) Regulations. Such appointments are standard procedure for maintaining corporate governance standards and do not impact financial operations.
Key Highlights
Appointment of M/s. Payal Dhamecha & Associates as Secretarial Auditor for FY 2025-2026.
Board meeting conducted on January 28, 2026, from 11:00 a.m. to 11:45 a.m.
Compliance update provided under Regulation 30 of SEBI (LODR) Regulations, 2015.
The auditor's term is set for a period of 1 year covering the 2025-2026 fiscal cycle.
💼 Action for Investors
No action is required as this is a routine regulatory filing. Investors should focus on upcoming quarterly financial results for operational and fundamental insights.