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BEL Q3 Standalone Revenue Jumps 23.7% YoY to ₹7,122 Crore
Bharat Electronics Limited (BEL) reported a strong standalone revenue of ₹7,121.98 crore for the quarter ended December 31, 2025, compared to ₹5,756.12 crore in the corresponding quarter of the previous year. For the nine-month period, standalone revenue reached ₹17,302.46 crore, marking a significant growth over the ₹14,538.30 crore recorded in the same period last year. While the core operations show robust growth, the company's subsidiaries reported a net loss of ₹3.21 crore for the nine-month period. Additionally, the company noted six vacancies for Independent Directors on its board, which are pending government appointments.
Key Highlights
Standalone revenue from operations for Q3 FY26 grew 23.7% YoY to ₹7,121.98 crore.
Total standalone income for the nine months ended December 2025 stood at ₹17,784.70 crore.
Subsidiaries BEL Optronics and BEL-Thales contributed ₹75.15 crore to Q3 consolidated revenue.
The company reported six temporary vacancies of Independent Directors as of December 31, 2025.
Other income for the nine-month period stood at ₹482.24 crore compared to ₹573.41 crore in the previous year.
💼 Action for Investors
The strong top-line growth indicates healthy execution of the order book; investors should remain positive but monitor the impact of board vacancies on governance and the profitability of subsidiaries.
Belrise Industries to Hold Q3 & 9M FY26 Earnings Call on February 2, 2026
Belrise Industries Limited has scheduled its earnings conference call for Monday, February 2, 2026, at 9:30 AM IST to discuss the Q3 and 9M FY26 financial results. This follows the Board of Directors meeting on January 31, 2026, where the financial statements for the quarter ended December 31, 2025, will be officially considered and approved. The call will feature top management including the Managing Director, CFO, and heads of strategy and marketing. Investors can participate via pre-registration or through international dial-in numbers provided for the US, UK, Singapore, and Hong Kong.
Key Highlights
Board meeting to approve Q3 FY26 results is scheduled for January 31, 2026
Earnings conference call confirmed for February 2, 2026, at 9:30 AM IST
Key participants include MD Shrikant Badve, CFO Rahul Ganu, and CMO Sunil Kulkarni
International access numbers provided for investors in USA, UK, Singapore, and Hong Kong
💼 Action for Investors
Investors should monitor the results release on January 31 and attend the conference call to understand management's outlook on the automotive engineering sector.
Orient Bell Q3FY26 PAT Surges 245% YoY to ₹3.4 Cr; EBITDA Margins Expand to 6.4%
Orient Bell Limited reported a steady 3.6% YoY growth in Q3FY26 revenue to ₹168.8 crore, while Net Profit (PAT) jumped 245.5% to ₹3.4 crore. The company achieved significant margin expansion, with EBITDA margins rising 150 bps YoY to 6.4%, driven by a 4.5% reduction in production costs. OBL maintains a robust balance sheet with near-zero net debt (₹0.1 crore) and a healthy cash conversion cycle of 31 days. Product premiumization is evident as vitrified tiles now contribute 61% of total sales.
Key Highlights
Q3FY26 EBITDA grew 34.6% YoY to ₹10.8 crore with margins expanding from 4.9% to 6.4%.
Net Profit (PAT) for the quarter skyrocketed 245.5% YoY to ₹3.4 crore.
Cost of production (COP) reduced by 4.5% YoY on a like-for-like basis due to operational efficiencies.
Company achieved a near-zero net debt status with a 0.0x Net Debt-Equity ratio as of Dec 31, 2025.
High-value Glazed Vitrified Tiles (GVT) now account for 44% of total sales, up from 41% in FY25.
💼 Action for Investors
Investors should monitor the company's ability to maintain these improved margins as they demonstrate strong operational leverage despite modest revenue growth. The focus on premiumization and a debt-free balance sheet makes it a strong player in the building materials segment.
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.