Stocks to Watch, November 14: Voltas, MRF, Hero MotoCorp, Tata Motors, Tata Motors PV, Bharat Dynamics, NBCC Ltd, steel stocks

The Navratna company witnessed a 19% annual growth in its revenue from operations to ₹2,910.20 crore during the quarter under review, as against ₹2,445.73 crore in the September quarter of the 2024-25 fiscal year (Q2FY25).

The PSU’s revenue from its project management consultant (PMC) segment stood at ₹2,835.94 crore for the second quarter of FY26, reflecting a 30.22% YoY increase from ₹2,177.78 crore in the corresponding period of the previous fiscal year.

The company has reported a net profit of ₹66.53 crore during the July-September period a year ago, according to a regulatory filing by JFL, part of Jubilant Bhartia Group.

Revenue from the operation of JFL rose 19.7% to ₹2,340.15 crore in the September quarter of FY26. The same was ₹1,954.71 crore in the corresponding quarter a year ago.

The two-wheeler major posted a net profit of ₹1,064 crore in the same period of the last fiscal.

Revenue from operations rose to ₹12,218 crore in the second quarter against ₹10,483 crore in the corresponding period of 2024-25.

The company said its sales volume stood at 16.91 lakh units in the second quarter, as compared with 15.2 lakh units in the year-ago period.

The two-wheeler maker said its board has approved an additional investment of up to ₹170 crore towards setting up the Global Parts Center 2.0 at Tirupati, Andhra Pradesh.

The commercial operations at GPC 2.0 are expected to commence during FY 2027-28, it added.

The tyre maker reported a profit after tax (PAT) of ₹297 crore in the July-September quarter of the last fiscal.

Revenue from operations rose to ₹6,831 crore in the period under review against ₹6,437 crore in the year-ago period, Apollo Tyres said in a statement.

"Favourable monsoon conditions, coupled with the Indian Government's recent initiatives to rejuvenate the rural economy, drove positive growth in both the OEM (original equipment manufacturer) and replacement segments during the past quarter," Apollo Tyres Chairman Onkar Kanwar said.

In the corresponding period a year earlier, it had clocked a profit of ₹122.53 crore, it said in a regulatory filing.

Sequentially, it marked a steep jump in profit, which was at ₹18 crore in the first quarter of the current FY26.

The defence PSU’s revenue from operations increased a little over two-fold annually to ₹1,147 crore during the quarter under review, compared to ₹545 crore in the September quarter of the 2024-25 fiscal year (Q2FY25). In the quarter-ago period, its revenue was at ₹247.93 crore.

The newly listed firm reported a net profit of ₹498 crore during the July-September quarter of the last fiscal year.

Total revenue from operations stood at ₹18,585 crore compared to ₹17,535 crore seen in the year-ago period.

Profit before tax rose to ₹1,694 crore in the second quarter as against ₹1,225 crore logged in the year-ago period, it added.

The drug firm reported a net profit of ₹229 crore for the July-September period of the last fiscal.

Revenue from operations rose to ₹2,556 crore for the second quarter, as against ₹2,355 crore seen in the year-ago period, Ipca Laboratories said in a regulatory filing.

The company reported a profit after tax (PAT) of ₹1,100 crore in the July-September quarter of the last fiscal.

Revenue from operations rose 45% to ₹6,172 crore as compared with ₹4,263 crore in the corresponding quarter of FY 2024-25.

During the second quarter, Royal Enfield, a part of the company, recorded its highest-ever quarterly sales volume of 3,27,067 motorcycles, up 45% from 2,25,317 units sold during the July-September period of the 2024-25 fiscal year, Eicher Motors Ltd said in a regulatory filing.

It had clocked a net profit of ₹73.3 crore in the July-September period of FY25, the company said in an exchange filing.

The company, however, increased its income to ₹1,271.6 crore in the second quarter, from ₹1,230.9 crore in the year-ago period.

For April-September FY26, the company saw its net profit grow by around 20% to ₹144.7 crore, from ₹121.1 crore in the six-month period of the previous fiscal.

The company, which was listed on October 14, had a net profit of ₹535.70 crore during the July-September period a year ago, according to a regulatory filing from LG Electronics India Ltd.

Its revenue from operations was almost flat at ₹6,174.02 crore in the September quarter of FY26. It was ₹6,113.88 crore in the corresponding period a year ago.

Total expenses of LG Electronics India were ₹5,728.95 crore, up 5% in the second quarter of FY26.

This is the maiden quarter results filing of LG Electronics India, part of the South Korean chaebol LG Electronics Inc.

The company posted a net profit of ₹1,251.1 crore in the second quarter of the previous fiscal.

The total income rose to ₹6,461 crore compared to ₹4,126 crore in the corresponding period a year ago, Muthoot Finance said in a regulatory filing.

During the quarter, interest income increased to ₹6,304 crore against ₹4,068 crore in the second quarter of FY25.

It had posted a consolidated net profit of ₹132.83 crore in the July-September period a year ago, according to a regulatory filing from the Tata Group firm.

Voltas' revenue from operations declined 10.37% to ₹2,347.32 crore in the September quarter of FY26 as compared to ₹2,619.11 crore in the corresponding quarter a year ago.

GCPL Managing Director and CEO Sudhir Sitapati, in a post on social media platform LinkedIn, said its founders, "Vishal and Ronak, will continue to run this business with GCPL supporting them."

Moreover, GCPL, which is increasing its investment in high-margin categories, is looking for more new-age D2C businesses like Muuchstac.

"If anyone else knows of a new-age D2C business with numbers as good as this one, please write a comment or DM me," said Sitapati.

The move is aimed at protecting domestic manufacturers from cheap imports.

Tata Steel on Thursday described the decision of the government to impose anti-dumping duty on certain steel items from Vietnam as a 'positive development' for the domestic industry, as it would check unfair imports into the country.

The development assumes significance as the domestic steel prices slumped to a five-year low in October, impacted by multiple factors, including surging imports.

The company had posted a net profit of ₹195.25 crore during the July-September period a year ago, according to a regulatory filing from Page Industries Ltd (PIL).

Its revenue from operations grew 3.57% to ₹1,290.85 crore in the September quarter. It was ₹1,246.27 crore in the corresponding period a year ago.