Stocks to Watch: Tata Consumer Products, REC, Dalmia Bharat, DCM Shriram, Sona BLW, Aavas Financiers, Aequs, Five-Star Business Finance and Genus Powe…
Tata Consumer Products | The firm reported a 17.6% year-on-year rise in net profit to ₹467 crore in Q2 FY27, compared with ₹397 crore a year ago. Revenue grew 14% to ₹5,661 crore, while EBITDA increased 16.5% to ₹783 crore. EBITDA margin improved to 13.84% from 13.5% in the year-ago period. Revenue, net profit and EBITDA came in above CNBC-TV18 poll estimates of ₹5,605 crore, ₹456 crore and ₹775 crore, respectively. The company also declared a dividend of ₹2.50 per share.
REC | The firm reported a 21.2% year-on-year decline in net profit to ₹3,478 crore in Q2 FY27, compared with ₹4,415 crore a year ago. Net interest income fell 9% to ₹5,478 crore from ₹6,022 crore in the year-ago period. The company also declared a second interim dividend of ₹3.50 per equity share of face value ₹10 for FY27.
Dalmia Bharat | The firm reported a net loss of ₹205 crore in Q2 FY27, compared with a profit of ₹239 crore a year ago, including a one-time exceptional loss of ₹339 crore. Revenue rose 4.3% year-on-year to ₹3,563 crore, while EBITDA fell 29.2% to ₹493 crore and margin contracted to 13.84% from 20.37%. The company declared an interim dividend of ₹4 per share, with October 30, 2026, as the record date.
DCM Shriram | The firm reported a 34.09% year-on-year decline in net profit to ₹105 crore in Q2 FY27, while revenue rose 21% to ₹4,151 crore. EBITDA fell 5.8% to ₹291 crore, with margins contracting to 7.02% from 9% a year ago. The company plans investments of up to ₹50 crore in its Shriram Teknor JV, ₹60 crore in Kota cement plant filter presses, ₹145 crore in a Kota solar power plant and ₹120 crore in additional electrolysers at Kota and Bharuch.
Defence stocks | Shares of Hindustan Aeronautics (HAL), Bharat Electronics (BEL), Mazagon Dock Shipbuilders, Bharat Dynamics (BDL), Cochin Shipyard, Garden Reach Shipbuilders & Engineers, BEML and Paras Defence and Space Technologies will be in focus after the Defence Acquisition Council approved procurement proposals worth ₹2.12 lakh crore, with around 82% of purchases expected to be sourced from Indian industry. The approvals cover equipment for the Army, Navy and Air Force, including artillery systems, helicopters, drones, air defence equipment and surveillance platforms.
Sona BLW Precision Forgings |The firm reported a 29.9% year-on-year rise in net profit to ₹223.4 crore in Q2 FY27, compared with ₹172 crore a year ago. Revenue grew 35.2% to ₹1,546.4 crore, while EBITDA increased 23.3% to ₹356.2 crore. However, EBITDA margin contracted to 23% from 25.2% in the year-ago period.
Sumitomo Chemical India | The firm reported a 12.4% year-on-year decline in net profit to ₹156 crore in Q2 FY27, compared with ₹178 crore a year ago. Revenue fell 2.5% to ₹891 crore, while EBITDA declined 15.7% to ₹183 crore. EBITDA margin contracted to 20.56% from 24% in the year-ago period.
Brigade Hotel Ventures | The firm reported a twofold rise in net profit to ₹22 crore in Q2 FY27, compared with ₹11 crore a year ago. Revenue grew 10% year-on-year to ₹138.2 crore, while EBITDA increased 29.4% to ₹48.17 crore. EBITDA margin improved to 34.85% from 29.61% in the year-ago period.
Aavas Financiers | The firm reported a 10.75% year-on-year rise in net profit to ₹182 crore in Q2 FY27, compared with ₹164 crore a year ago. Net interest income (NII) increased 10.1% to ₹431 crore from ₹391 crore. Gross NPA stood at 1.11%, while net NPA was 0.70%.
Aequs | The firm reported a net loss of ₹52.3 crore in Q2 FY27, compared with a loss of ₹21 crore in the year-ago period. Revenue rose 45% year-on-year to ₹409 crore, while EBITDA declined 51.7% to ₹14 crore. EBITDA margin contracted to 3.37% from 10% a year ago.
Genus Power Infrastructure | Genus Power Infra board has approved a share buyback worth up to ₹148.2 crore at ₹312 per share.
One 97 Communications Ltd | The firm reported a net profit of ₹226 crore in the second quarter of FY27, compared with ₹21 crore in the year-ago period. The Q2 FY26 profit was hit by a ₹190 crore joint venture (JV) loan impairment. Revenue from operations rose 28.5% year-on-year to ₹2,648 crore from ₹2,061 crore.
Kfin tech | KFin Technologies reported a 33.4% quarter-on-quarter increase in net profit to ₹100.3 crore in the second quarter of FY27, compared with ₹75.2 crore in the previous quarter. Revenue rose 12.5% sequentially to ₹402 crore from ₹356.5 crore, while earnings before interest, taxes, depreciation and amortisation (EBITDA) increased 32% to ₹161 crore from ₹122 crore. The EBITDA margin expanded to 40.05% from 34.2%.
