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Cyient DLM Q3 FY26: Strong Order Intake of ₹387 Cr and 1.3 Book-to-Bill Ratio
Cyient DLM reported a robust order intake of ₹387 crores in Q3 FY26, achieving a book-to-bill ratio of 1.3 for the quarter and 1.56 YTD. While revenue was soft due to holiday-related push-outs and tariff uncertainties, management expects these shipments to recover in Q4. The company maintained double-digit EBITDA margins, though results were impacted by one-time labor code adjustments and aborted M&A-related expenses. Strategic focus remains on high-margin Build-to-Spec (B2S) programs and expansion into European and defense markets.
Key Highlights
Reported a healthy order intake of ₹387 crores with a book-to-bill ratio of 1.3 for the quarter.
Year-to-date (YTD) book-to-bill ratio stands strong at 1.56, providing high revenue visibility for coming quarters.
Added 2 new strategic logos in the medical and industrial sectors and commenced revenue from B2S programs.
EBITDA margins were impacted by one-time costs related to a new labor code and expenses from a non-materialized M&A deal.
Management noted revenue softness was temporary, driven by customer wait-and-watch modes regarding global tariff uncertainties.
💼 Action for Investors
Investors should monitor the execution of the ₹387 crore order book in Q4 to confirm that the Q3 revenue softness was indeed temporary. The increasing mix of Build-to-Spec (B2S) and defense contracts suggests long-term margin expansion potential.
PSP Projects Assigned ESG Rating of 66.9 (Grade B) by SES ESG Research
SES ESG Research Pvt. Ltd. has independently assigned an Environmental, Social, and Governance (ESG) rating of 66.9 to PSP Projects Limited for the year 2025. This score places the company in 'Grade B', which represents a 'Medium risk' profile. The rating was voluntary and based on publicly available data, as the company did not formally engage the agency for this assessment. Such disclosures are increasingly relevant for institutional investors who incorporate ESG metrics into their investment decision-making processes.
Key Highlights
Assigned an ESG rating of 66.9 for the year 2025.
Achieved 'Grade B' classification, indicating a 'Medium risk' profile.
Rating was conducted independently by SES ESG Research using public domain data.
Disclosure made in compliance with Regulation 30 of SEBI Listing Regulations.
💼 Action for Investors
Investors should note this as a positive step for corporate transparency and ESG benchmarking. No immediate action is required as the 'Medium risk' rating is standard for the construction and engineering sector.
CG Power Declares ₹1.30 Interim Dividend; Re-appoints Independent Director
CG Power and Industrial Solutions has declared an interim dividend of ₹1.30 per equity share for FY 2025-26, which is 65% of the face value. The board has fixed February 1, 2026, as the record date for determining shareholder eligibility. Alongside the dividend, the company approved its Q3 and nine-month financial results for the period ending December 31, 2025. Additionally, the board approved the re-appointment of Mr. Sriram Sivaram as an Independent Director and the re-classification of Algavista Greentech from the promoter group to the public category.
Key Highlights
Interim dividend declared at ₹1.30 per equity share (65% of ₹2 face value)
Record date for dividend eligibility set for February 1, 2026
Re-appointment of Mr. Sriram Sivaram as Independent Director for a 5-year term starting June 2026
Approval of re-classification of Algavista Greentech Private Limited to 'Public' category
Unaudited financial results for Q3 and 9M FY26 approved by the board
💼 Action for Investors
Investors interested in the dividend should ensure they hold shares before the ex-dividend date, typically one business day prior to the February 1st record date. The management continuity and promoter re-classification are positive signs of stable corporate governance.
CG Power Declares ₹1.30 Interim Dividend; Approves Q3 FY26 Results
CG Power and Industrial Solutions has declared an interim dividend of ₹1.30 per equity share (65% of face value) for FY 2025-26. The board has approved the unaudited financial results for the quarter ended December 31, 2025, alongside the re-appointment of Sriram Sivaram as an Independent Director for a second five-year term. Additionally, the company is proceeding with the re-classification of Algavista Greentech Private Limited from the promoter group to the public category. The dividend will be paid to eligible shareholders within 30 days of declaration.
Key Highlights
Interim dividend of ₹1.30 per equity share declared on a face value of ₹2
Record date for dividend eligibility set for February 1, 2026
Re-appointment of Mr. Sriram Sivaram as Independent Director for 5 years (2026-2031)
Approval for re-classification of Algavista Greentech (0% holding) to Public category
Unaudited standalone and consolidated Q3 FY26 financial results approved
💼 Action for Investors
Investors should note the record date of February 1, 2026, to qualify for the interim dividend payout. The re-appointment of experienced independent directors and clean-up of promoter classifications are positive signs of corporate governance.
NBIFIN Appoints Shree Cement Promoters to Board and Diversifies Business Objects
N. B. I. Industrial Finance (NBIFIN) has appointed Mr. Hari Mohan Bangur and Mr. Prashant Bangur, prominent leaders from Shree Cement, as Additional Directors. The company is significantly expanding its business scope via MOA amendments to include commodities trading, IT services, and data processing. The authorized share capital is established at ₹10.35 crore, divided into 2.07 crore shares of ₹5 each. These changes, along with the Q3 FY26 results approval, signal a potential strategic pivot for the investment firm.
Key Highlights
Appointment of Shree Cement's Hari Mohan Bangur and Prashant Bangur to the Board of Directors.
MOA amended to allow entry into IT services, e-commerce, and diverse commodity trading across India and abroad.
Authorised Share Capital defined as ₹10.35 crore, consisting of 2.07 crore equity shares at ₹5 each.
Resignation of Non-Executive Director Ms. Riya Puja Jain effective January 27, 2026.
Board approved Unaudited Standalone and Consolidated Financial Results for the quarter ended December 31, 2025.
💼 Action for Investors
The entry of top-tier leadership from Shree Cement is a major positive signal; investors should monitor the company's execution in its newly added business verticals like IT and commodities.
NBIFIN Appoints Shree Cement's Hari Mohan Bangur to Board; Proposes Major Business Expansion
N. B. I. Industrial Finance Company Limited (NBIFIN) has appointed Hari Mohan Bangur and Prashant Bangur, the top leadership of Shree Cement, as Non-Executive Directors effective January 27, 2026. The company is also seeking to significantly expand its business objects to include commodity trading, IT services, and real estate development. These strategic board changes coincide with the approval of Q3 FY26 financial results and the resignation of director Riya Puja Jain. The authorized share capital is confirmed at ₹10.35 crore divided into 2.07 crore equity shares of ₹5 each.
Key Highlights
Appointment of Hari Mohan Bangur (Chairman, Shree Cement) and Prashant Bangur as Non-Executive Directors.
Proposed amendment to Memorandum of Association to include trading in commodities, IT services, and real estate.
Authorized Share Capital maintained at ₹10.35 Crore with a face value of ₹5 per share.
Resignation of Non-Executive Director Riya Puja Jain effective January 27, 2026, due to personal reasons.
Board approval of Unaudited Standalone and Consolidated Financial Results for the quarter ended December 31, 2025.
💼 Action for Investors
Investors should view the entry of the Bangur family into the board as a positive signal for corporate governance and potential strategic redirection. Monitor upcoming shareholder meetings for the approval of new business lines which could diversify the company's revenue streams.
Tips Films Q3 Results: Net Loss Narrows to ₹2.87 Cr; 9M Income Surges to ₹156.85 Cr
Tips Films reported a net loss of ₹2.87 crore for the quarter ended December 31, 2025, showing a sequential improvement from a ₹14.25 crore loss in Q2. However, quarterly revenue dropped sharply to ₹4.56 crore from ₹56.70 crore in the previous quarter, highlighting the inherent volatility in film release cycles. While nine-month total income surged to ₹156.85 crore from ₹14.98 crore year-on-year, the company remains in a net loss position of ₹12.38 crore for the period. The company also noted a one-time impact of ₹37.37 lakhs due to the implementation of New Labour Codes.
Key Highlights
Total income for Q3 FY26 fell to ₹456.29 Lacs from ₹5,670.40 Lacs in the preceding quarter.
Net loss for the quarter narrowed to ₹286.87 Lacs compared to a loss of ₹1,425.15 Lacs in Q2 FY26.
Nine-month total income saw a massive jump to ₹15,685.57 Lacs from ₹1,497.86 Lacs in the previous year.
The company reported a net loss of ₹1,237.61 Lacs for the nine-month period ending Dec 2025 vs a profit of ₹1,269.17 Lacs YoY.
Employee benefit expenses included a ₹37.37 Lakhs provision for past service costs under New Labour Codes.
💼 Action for Investors
The company's performance remains highly volatile and dependent on the timing of film releases, making quarterly comparisons difficult. Investors should focus on the upcoming content pipeline and the company's ability to monetize its film library to achieve sustainable profitability.
NBIFIN Appoints Shree Cement Leaders to Board; Proposes Major Business Object Expansion
N. B. I. Industrial Finance (NBIFIN) has announced the appointment of Mr. Hari Mohan Bangur and Mr. Prashant Bangur, top leaders from Shree Cement, to its board as Additional Directors. The company is also proposing extensive amendments to its Memorandum of Association to significantly broaden its business scope into IT services, e-commerce, and global commodity trading. These changes, alongside the approval of Q3 FY26 financial results, signal a potential strategic pivot for the firm. Additionally, director Ms. Riya Puja Jain has resigned from the board effective January 27, 2026.
Key Highlights
Appointment of Mr. Hari Mohan Bangur (Shree Cement Chairman) and Mr. Prashant Bangur as Non-Executive Directors.
Proposed MOA expansion to include IT services, software development, and international trading of diverse commodities.
Authorised Share Capital defined at ₹10.35 Crore divided into 2.07 Crore equity shares of ₹5 each.
Resignation of Ms. Riya Puja Jain as Non-Executive Director effective January 27, 2026.
Approval of standalone and consolidated financial results for the quarter ended December 31, 2025.
💼 Action for Investors
Investors should view the entry of high-profile leadership from the Bangur family as a strong positive signal and monitor the company's transition into new business verticals. Watch for shareholder approval of the MOA changes as it will define the company's future growth trajectory.
SBI Cards Allots 8,096 Equity Shares Under ESOP Scheme 2023
SBI Cards and Payment Services Limited has approved the allotment of 8,096 equity shares to eligible employees under its Employee Stock Option Plan 2023. The allotment was finalized by the Nomination and Remuneration Committee on January 27, 2026, at an exercise price of Rs. 10 per share. This move results in a marginal increase in the company's total paid-up equity capital. The total number of equity shares has risen from 95,15,77,400 to 95,15,85,496.
Key Highlights
Allotment of 8,096 equity shares of face value Rs. 10 each
Shares issued at an exercise price of Rs. 10 per share under ESOP Scheme 2023
Paid-up capital increased from Rs. 9,51,57,74,000 to Rs. 9,51,58,54,960
Total outstanding shares now stand at 95,15,85,496
💼 Action for Investors
This is a routine administrative update regarding employee compensation and involves negligible equity dilution. No specific action is required from investors.
Silgo Retail Extends Rights Issue Closing Date to February 12, 2026
Silgo Retail Limited has announced an extension for its ongoing Rights Issue closing date. Originally scheduled to close on February 04, 2026, the deadline has been moved to February 12, 2026, to provide shareholders more time to participate. The issue opened on January 14, 2026, and the extension will result in a revised indicative timetable for post-issue activities. All other terms and conditions mentioned in the Letter of Offer dated January 02, 2026, remain unchanged.
Key Highlights
Rights Issue closing date extended by 8 days from February 04 to February 12, 2026.
The Rights Issue originally opened for subscription on January 14, 2026.
Last date for submission of CAF and application money is now February 12, 2026.
No changes made to the Letter of Offer (LOF) except for the revised timeline and suspension dates of REs.
💼 Action for Investors
Existing shareholders who intend to subscribe to the rights issue should ensure their applications are submitted by the new deadline of February 12. Investors should monitor the company's announcements for the revised allotment and listing dates.
Adani Ports Clarifies ₹16,000 Crore Vizhinjam Port Phase 2 Expansion Plans
Adani Ports has clarified media reports regarding a ₹16,000 crore investment for the expansion of Vizhinjam Port in Kerala. The company confirmed that Phase 1 was completed in 2024 and Phase 2 is currently being undertaken under the existing 2015 concession agreement. An Extra-ordinary General Meeting (EGM) is scheduled for February 2, 2026, to seek shareholder approval for the Phase 2 EPC contract. The company stated that these details were already in the public domain via previous notices.
Key Highlights
Clarification on reported ₹16,000 crore investment for Vizhinjam Port expansion
Phase 1 of the deepwater multipurpose seaport project was completed in 2024
Phase 2 development is currently underway under a DBFOT model
EGM scheduled for February 2, 2026, to approve the EPC contract for Phase 2 expansion
💼 Action for Investors
Investors should monitor the outcome of the February 2 EGM for formal approval of the Phase 2 contracts. The expansion of Vizhinjam into a major transshipment hub is a key long-term growth catalyst for the company.
Anant Raj Limited Schedules Institutional Investor Meeting in Mumbai for January 30, 2026
Anant Raj Limited has announced an upcoming meeting with analysts and institutional investors scheduled for January 30, 2026. The meeting will be held in person in Mumbai and will consist of both group and one-on-one sessions. The company has explicitly stated that no unpublished price-sensitive information will be shared during these discussions. Such meetings are standard practice for listed companies to engage with the investment community and discuss general business outlooks.
Key Highlights
Meeting date set for Friday, January 30, 2026, in Mumbai.
Format includes both Group and One-on-One in-person interactions.
Disclosure made pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015.
Company confirms no unpublished price sensitive information (UPSI) will be disclosed.
💼 Action for Investors
Investors should watch for any investor presentations or meeting transcripts filed with the exchanges following the event for updates on the company's strategy. No immediate action is required as this is a routine disclosure of investor engagement.
Sumitomo Chemical India Files Q3 FY26 Results; Reports Zero Loan Defaults
Sumitomo Chemical India Limited has submitted its unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025. The board meeting concluded on January 27, 2026, confirming the approval of these results without any audit qualifications. The company reported zero deviations in the use of proceeds from public or preferential issues. Additionally, no defaults on loans or debt securities were reported for the period.
Key Highlights
Board approved unaudited standalone and consolidated financial results for Q3 and 9M ended Dec 31, 2025
Company confirmed zero outstanding defaults on loans and debt securities as of the reporting date
Reported zero deviations or variations in the utilization of proceeds from public or rights issues
The financial results were submitted with an unqualified audit opinion for the period ending December 2025
Board meeting for result approval was conducted between 12:12 P.M. and 01:51 P.M. on January 27, 2026
💼 Action for Investors
Investors should examine the detailed Annexure I for specific revenue and margin trends to assess operational performance. The lack of audit qualifications and debt defaults indicates a stable regulatory and credit profile.
Asian Paints Q3 Standalone PAT Dips 7.1% YoY to ₹1,025 Cr on Exceptional Items
Asian Paints reported a modest 2.8% YoY growth in standalone revenue from operations, reaching ₹7,624.50 crore for the quarter ended December 2025. However, standalone Net Profit (PAT) declined by 7.1% YoY to ₹1,025.34 crore, primarily impacted by an exceptional item of ₹166.53 crore. On a sequential basis, the company showed recovery with revenue and PAT increasing from the September 2025 quarter. Profit before exceptional items and tax actually showed a healthy growth of 7.1% YoY, indicating stable core operations.
Key Highlights
Standalone Revenue from Operations grew 2.8% YoY to ₹7,624.50 crore from ₹7,417.83 crore.
Standalone Net Profit (PAT) fell 7.1% YoY to ₹1,025.34 crore due to a ₹166.53 crore exceptional charge.
Profit Before Exceptional Items and Tax stood at ₹1,581.42 crore, up 7.1% compared to ₹1,476.22 crore in Q3 FY25.
Nine-month (9M FY26) standalone PAT increased to ₹3,080.53 crore from ₹2,890.60 crore in the previous year.
Other income rose to ₹257.79 crore in Q3 FY26, providing a slight cushion to the bottom line.
💼 Action for Investors
Investors should look past the headline PAT decline as the core operating profit (pre-exceptional) grew by 7.1% YoY. Monitor the management commentary regarding the nature of the exceptional item and demand outlook for the decorative paints segment.
Dynamic Cables Q3 PAT Surges 42% YoY to ₹22.4 Cr; Order Book Hits ₹787 Cr
Dynamic Cables reported a strong Q3FY26 with revenue growing 19% YoY to ₹298.8 crore and PAT increasing 42% to ₹22.4 crore. The company's operating margins improved significantly to 11.5% from 10.2% in the previous year, driven by disciplined execution and better product mix. The order book remains robust at ₹787 crore, providing strong revenue visibility for upcoming quarters. Additionally, the company is on track to commission its new plant by the end of FY26 and has received key UL certifications for the US market.
Key Highlights
Q3FY26 Revenue grew 19% YoY to ₹298.8 Cr, while 9M Revenue rose 21% to ₹842.4 Cr
Net Profit (PAT) for Q3 jumped 42% YoY to ₹22.4 Cr with an improved EPS of ₹4.6
Order book increased to ₹787 Cr as of Dec 2025, up from ₹721 Cr in Sep 2025
Operating margins expanded to 11.5% in Q3FY26 compared to 10.2% in Q3FY25
New manufacturing plant and E-beam facility remain on track for commissioning by FY2026 end
💼 Action for Investors
Investors should note the significant margin expansion and growing order book as indicators of strong operational efficiency. The upcoming capacity expansion and new US market certifications provide a positive outlook for long-term growth.
Raymond Realty to Invest in New Subsidiary Chembur Realty Limited
Raymond Realty Limited has approved an initial investment of ₹10,000 to subscribe to the paid-up capital of its newly incorporated wholly-owned subsidiary, Chembur Realty Limited (CRL). CRL was incorporated on October 29, 2025, with an authorized share capital of ₹1,00,000 to undertake real estate business. This move indicates the company's intent to potentially develop or manage projects specifically in the Chembur micro-market. The investment is nominal at this stage but establishes the corporate structure for future operations.
Key Highlights
Initial investment of ₹10,000 for 1,000 equity shares at ₹10 each
Chembur Realty Limited is a 100% wholly-owned subsidiary of Raymond Realty
Authorized share capital of the new entity is ₹1,00,000
CRL was incorporated on October 29, 2025, to focus on real estate business
💼 Action for Investors
This is a routine corporate structuring move with a nominal initial investment. Investors should monitor for future project launches or land acquisition announcements specifically related to this new subsidiary.
Asian Paints Q3 Standalone PAT Dips 7.1% YoY to ₹1,025 Cr; Revenue Up 2.8%
Asian Paints reported a modest 2.8% YoY growth in standalone revenue for Q3 FY26, reaching ₹7,624.50 crore. However, Standalone Profit After Tax (PAT) declined by 7.1% YoY to ₹1,025.34 crore, primarily impacted by an exceptional item of ₹166.53 crore. On a sequential basis, revenue grew by 3.6% compared to the September 2025 quarter. The company's 9-month performance remains stable with a 6.5% increase in standalone net profit compared to the previous year.
Key Highlights
Standalone Revenue from operations grew 2.8% YoY to ₹7,624.50 crore from ₹7,417.83 crore.
Standalone Net Profit (PAT) decreased by 7.1% YoY to ₹1,025.34 crore due to higher expenses and exceptional items.
An exceptional item of ₹166.53 crore was recorded in Q3 FY26, impacting the bottom line.
Total standalone expenses for the quarter increased to ₹6,300.87 crore compared to ₹6,168.41 crore in the year-ago period.
9M FY26 Standalone PAT stands at ₹3,080.53 crore, representing a 6.5% growth over 9M FY25.
💼 Action for Investors
Investors should monitor the management commentary regarding the nature of the exceptional item and volume growth outlook in the decorative segment. While the revenue growth is tepid, the long-term structural story remains intact, though near-term margin pressure persists.
Asian Paints Q3 Standalone Revenue Up 2.8% YoY to ₹7,624 Cr; PAT Dips 7% on Exceptional Items
Asian Paints reported a modest 2.8% year-on-year growth in standalone revenue from operations, reaching ₹7,624.50 crore for the quarter ended December 2025. However, standalone Net Profit (PAT) declined by 7.1% YoY to ₹1,025.34 crore, primarily weighed down by an exceptional item of ₹166.53 crore. On a sequential basis, revenue grew by 3.6% compared to the September 2025 quarter. Total expenses rose to ₹6,300.87 crore, with a notable increase in employee benefits and depreciation costs compared to the previous year.
Key Highlights
Standalone Revenue from Operations grew 2.8% YoY to ₹7,624.50 crore.
Standalone Net Profit (PAT) fell 7.1% YoY to ₹1,025.34 crore from ₹1,104.05 crore.
Profit was impacted by an exceptional charge of ₹166.53 crore during the quarter.
Nine-month standalone revenue stands at ₹22,849.24 crore, up from ₹22,360.24 crore YoY.
Employee benefit expenses increased by 13.9% YoY to ₹532.54 crore.
💼 Action for Investors
Investors should monitor the management's commentary regarding the nature of the exceptional item and volume growth trends in the decorative segment. While revenue growth is steady, the profit dip suggests margin pressure or one-off costs that need further clarification during the investor call.
Tata Power TPREL Crosses 10 GW EPC Milestone; Q3 FY26 Capacity Up 139% YoY
Tata Power Renewable Energy Limited (TPREL) has hit a major milestone of 10 GW in EPC project execution, split between 9.7 GW solar and 290 MW wind. The company demonstrated accelerated growth in FY26, commissioning 1.88 GW in the first nine months, a 33% YoY increase. Q3 FY26 was particularly strong with 941 MW commissioned, marking a 139% YoY jump. With a total utility-scale operational capacity of 6.0 GW and a target to add 0.75 GW more in FY26, the company is aggressively expanding its green footprint.
Key Highlights
Total EPC execution reached 10 GW, including 4.2 GW in-house and 5.8 GW third-party projects
9M FY26 commissioning rose 33% YoY to 1.88 GW compared to 1.4 GW in 9M FY25
Q3 FY26 saw record quarterly additions of 941 MW, a 139% increase over Q3 FY25
Utility-scale operational capacity stands at 6.0 GW, with 7.5 GW total clean energy generation
💼 Action for Investors
Maintain a positive outlook as the company successfully scales its renewable EPC business and utility portfolio. Monitor the progress of the remaining 0.75 GW target for FY26.
Orient Bell Q3 FY26 Net Profit Jumps 244% YoY to ₹3.00 Cr; Revenue Up 3.5%
Orient Bell Limited reported a strong bottom-line performance for Q3 FY26, with standalone net profit surging to ₹3.00 crore from ₹0.87 crore in the same quarter last year. While revenue growth remained modest at 3.5% YoY reaching ₹166.44 crore, the company achieved significant margin expansion. For the nine-month period ended December 2025, the company recorded a net profit of ₹5.04 crore, marking a massive recovery from the ₹0.06 crore reported in the previous year. This turnaround highlights improved operational efficiency and better cost management despite a challenging demand environment.
Key Highlights
Standalone Net Profit surged 244% YoY to ₹3.00 crore in Q3 FY26.
Revenue from operations grew 3.5% YoY to ₹166.44 crore compared to ₹160.82 crore in Q3 FY25.
Profit Before Tax (PBT) for 9M FY26 reached ₹6.75 crore vs ₹0.18 crore in 9M FY25.
Basic EPS improved significantly to ₹2.05 from ₹0.59 in the year-ago quarter.
Finance costs reduced to ₹0.94 crore in Q3 FY26 from ₹1.08 crore in Q3 FY25, aiding the bottom line.
💼 Action for Investors
The sharp recovery in profitability despite stagnant revenue suggests a successful turnaround in operational efficiency. Investors should hold and monitor if the company can translate this margin improvement into higher top-line growth in future quarters.