Stocks To Watch, January 30: Dixon Technologies, Bank of Baroda, Nestle India, Meesho, ITC, Tata Motors, Vedanta, Bajaj Auto, MTAR Tech, NALCO

It had posted a consolidated profit of ₹5,013.18 crore in the October-December quarter a year ago, according to a regulatory filing by the Kolkata-headquartered company.

ITC has reported exceptional items (net loss) totalling ₹354.58 crore in the December quarter.

ITC's revenue from the cigarette business grew 8.23% to ₹9,681.08 crore in the third quarter of FY26. It sustained a volume-led growth momentum in the said business.

It has a "strong performance in differentiated and premium offerings, leveraging mainstream trademarks and innovation," ITC said, adding that it continued to focus on strategic portfolio and market interventions to reinforce market standing and counter illicit trade.

The commercial vehicle maker had reported a net profit of ₹1,355 crore in the October-December quarter of the last year.

Its total revenue from operations stood at ₹21,847 crore for the third quarter, compared to ₹18,819 crore in the same period last year, Tata Motors said in a statement.

The company stated that exceptional items during the quarter included the impact of the new labour code (₹603 crore), demerger (₹962 crore), and acquisition cost (₹82 crore).

The company had posted a consolidated PAT of ₹4,876 crore in the year-ago period.

The consolidated revenue from operations of the company during the quarter rose 19% to ₹45,899 crore over ₹38,526 crore seen in the year-ago period.

The company's alumina production rose 57% year-on-year to 7,94,000 tonnes, while cast metal aluminium production stood at 6,20,000 tonnes, marginally higher than a year ago.

The company had reported a net loss of ₹799 crore in the year-ago period. In Q2 FY26, the net loss stood at ₹1,092 crore.

The company's revenue from operations increased 53.96% to ₹6,148 crore in the three-month period ended December 2025, compared to ₹3,993 crore in the same period of the previous fiscal year.

It posted a net profit of ₹225 crore during the quarter under review, compared to a loss of ₹208 crore in the December quarter of the 2024-25 fiscal year (Q3FY25).

In the previous quarter, the company had logged a net profit of ₹21 crore, marking a 971.43% quarter-on-quarter (QoQ) jump, it showed in a regulatory filing.

Its revenue from operations surged 20.02% year-on-year (YoY) to ₹2,194 crore for Q3 of FY26, as against ₹1,828 crore in the same period of the previous fiscal year.

The company had logged a net profit of ₹216.23 crore in the October-December period a year ago, according to a regulatory filing from Dixon Technologies.

Revenue from operations was higher at ₹10,671.6 crore in the December quarter as compared with ₹10,453.68 crore a year ago. Total expenses were at ₹10,399.04 crore in Q3, up 2.16% year-on-year.

According to the block deal data available with the BSE, Goldman Sachs, through its arm Goldman Sachs Bank Europe SE, acquired 36.52 lakh shares, or a 2.5% stake, in Sunteck Realty.

In addition, Morgan Stanley, through its affiliate Morgan Stanley Asia (Singapore) Pte, purchased 35.09 lakh shares, representing a 2.4% stake in the company.

The shares were picked up at an average price of ₹375.1 apiece, taking the combined deal value to ₹268.64 crore.

Meanwhile, CLSA, through its affiliate CLSA Global Markets Pte Ltd - ODI, sold the same number of shares at the same price.

It had reported a net profit of ₹15.9 crore in the October-December period a year ago, the company said in an exchange filing.

The company's total income rose to ₹280.3 crore from ₹177.6 crore in Q3 FY25.

Hyderabad-based MTAR Technologies operates in sectors such as power, renewable energy, and oil and gas, among others.

The company posted a net profit of ₹132.46 crore in the October-December quarter a year ago, according to a regulatory filing.

The board of the home-grown cooling product maker has approved the re-appointment of B Thiagarajan as Managing Director from April 1, 2026, to May 24, 2027.

It had posted a consolidated net profit of ₹130.76 crore in the October-December period a year ago, according to a regulatory filing from the Tata Group firm. Voltas’ revenue from operations declined 1.1% to ₹3,070.77 crore in the December quarter of FY26, compared with ₹3,105.11 crore in the corresponding quarter of the previous fiscal.

Total expenses of Voltas stood at ₹2,945.19 crore, almost flat in the December quarter.

Commenting on the results, its Managing Director Mukundan Menon C P said, "In Q3, the room air conditioner business remained the anchor of our overall performance, navigating inherent seasonality and the impact of a shorter second summer through stronger channel momentum, improved product mix, and the benefit of the GST rate reduction."

The Pune-headquartered company had posted a profit (attributable to owners of the company) of ₹186.97 crore in the December quarter of FY25.

KPIT's revenue from operations increased by 9.4% to ₹1,617.45 crore in Q3 FY26, as against ₹1,477.95 crore in the year-ago period.

Seen on a quarter-on-quarter basis, KPIT's profit fell 21.16%, while revenue rose 1.8%.

The bank had reported a net profit of ₹4,214 crore in the year-ago period.

On a standalone basis, its net profit for the quarter grew to ₹5,155 crore from ₹4,104 crore logged a year ago, as per an exchange filing.

The core net interest income increased by just 1.13% to ₹9,252 crore despite a 13.59% growth in the global advances but was impacted by a 0.33% narrowing in the net interest margin.

The non-interest income jumped 36 per cent to ₹7,900 crore, helped largely by the treasury income driven by the sale of investments.

The company had posted a net profit of ₹515.82 crore in the October-December quarter a year ago, according to a regulatory filing from Dabur India.

Its revenue from operations was up 6.06% to ₹3,558.65 crore in the December quarter. It was ₹3,355.25 crore in the corresponding quarter of the previous fiscal year.

"In a quarter marked by input pressures, Dabur's performance was broad-based across markets and categories," the company said in its earnings statement.

Total expenses of Dabur India were at ₹2,972.83 crore in the December quarter, up 5.18%.

It had posted a net profit of ₹735 crore in the October-December period of 2024-25, the state-owned company said in an exchange filing.

During the quarter, the company's total income, however, increased to ₹3,505.57 crore from ₹2,770.14 crore seen in the same period a year ago.

HUDCO's expenses rose to ₹2,717.08 crore from ₹1,838.48 crore in Q3 FY25.

The board of the company also approved the third interim dividend of ₹1.15 per equity share on the face value of ₹10 each for the Financial Year 2025-26.