Stocks to watch, Oct 27: Waaree Energies, Paytm, L&T, REC, Tata Consumer Products, Maruti, JBM Auto

The domestic stock market is expected to open gap-down on Tuesday, with GIFT Nifty futures indicating that the NIFTY50 index may open around 101 points lower.

The list includes names such as Larsen & Toubro (L&T), Maruti Suzuki India, Bajaj Auto, Tata Steel, Mazagon Dock Shipbuilders, Cipla and SBI Life Insurance Company.

Other companies on the list include Tata Capital, Indus Towers, Steel Authority of India, Waaree Energies, JSW Infrastructure, Schaeffler India and Radico Khaitan, among others.

Operating revenue rose 28% YoY to ₹2,648 crore, driven by sustained momentum across merchant and consumer businesses, expanded monetisation and AI adoption.

EBITDA rose 90% YoY to a record ₹270 crore, with EBITDA margin expanding to 10%, reaching double digits for the first time and reflecting stronger operating profitability.

For H1 FY27, profit after tax more than tripled YoY to ₹445 crore, from ₹144 crore a year ago, on a reported basis.

On a comparable basis, excluding the Payments Infrastructure Development Fund (PIDF) incentive received until December 2025, underlying growth was even stronger. Operating revenue grew 33% YoY, and EBITDA nearly quadrupled, while EBITDA margin expanded from 3% to 10%.

The company had posted a net profit of ₹406.51 crore in the July-September period a year ago, the Tata Group's FMCG arm said in a regulatory filing.

Its revenue from operations rose by 14% to ₹5,661.13 crore in the second quarter of FY27, compared to ₹4,965.9 crore in the year-ago period.

The revenue growth was primarily driven by strong volume growth in domestic markets, healthy performance across Growth businesses, and sustained execution across product categories, said TCPL Group CFO Ashish Goenka.

The company had reported a net profit of ₹52.25 crore in the July-September period of the preceding financial year, it said in a statement.

The auto components maker’s revenues, including other operating income, stood at ₹1,656.37 crore, up 21.06% from ₹1,368.24 crore in Q2 FY26.

“Our strong Q2 performance reflects healthy growth in both revenues and net profit. The EV business achieved its highest number of electric bus deliveries at 578 buses in a quarter, taking the JBM e-bus fleet on roads past the 4,000 mark, well retaining our market leadership. We also expanded our Mobility Business presence to more than 50 depots across India. Also, the auto components business continued its sustained growth,” said Nishant Arya, Vice Chairman and Managing Director, JBM Auto Ltd.

The auto components business demonstrated sustained revenue growth at ₹1,036.97 crore in Q2 FY27, up 24.68% from ₹831.69 crore in the corresponding quarter of the previous financial year.

The company’s EV business registered a 21.84% increase in revenue to ₹548.33 crore, compared to ₹450 crore in the year-ago period.

It posted a 21.23% year-on-year (YoY) decline in its consolidated net profit to ₹3,477.73 crore during the quarter under review, compared with ₹4,414.93 crore in the same period last year.

Its interest income stood at ₹14,669.49 crore in Q2 FY27, marking a marginal 0.5% YoY increase from ₹14,589.97 crore in the second quarter of the 2025-26 fiscal year (Q2 FY26), according to a regulatory filing.

Its total revenue from operations dipped 1% YoY to ₹15,000.40 crore in the quarter from ₹15,152.67 crore in the year-ago quarter.

According to a company statement, high power offtake coupled with REC’s relentless focus on technology-driven credit assessment and customer-centric solutions resulted in strong AUM (assets under management) growth.

The procurement proposals were approved by the Defence Acquisition Council (DAC), the defence ministry's highest decision-making body on military procurement. It was chaired by Defence Minister Rajnath Singh.

For the second quarter of FY2026-27, the revenue rose 53% YoY to a record ₹803 crore.

The EBITDA - earnings before interest, tax, depreciation and amortisation, a measure of a company's operating profitability - grew 93% to ₹120 crore, with the margin expanding 311 basis points to 14.9%.

Profit after tax (PAT) from continuing operations was ₹35 crore, compared with a loss of ₹34 crore in Q2FY26.

Q2 FY27 is the first quarter to include Bluetile and BestPlay, consolidated from August 1. In their first two months, the two businesses generated revenue of ₹329 crore, up 49%, and EBITDA of ₹64 crore, up 64%, at a margin of 19.4% against 17.5%.

The auto component major's consolidated net profit was ₹172.7 crore in the year-ago period, according to an exchange filing.

Its revenue from operations jumped 34.9% to ₹1,535.84 crore from ₹1,138.29 crore a year ago.

"Q2 FY27 was almost a perfect quarter for us, across all business metrics like financial performance, technology and new product development, new orders, cash flow generation and the conferring of the Deming Award after a nine-year quality journey," MD and group CEO Vivek Vikram Singh said.

In the year-ago period, the bank had reported a net profit of ₹1,258.82 crore.

Its core net interest income (NII) increased 26.41% year-on-year (YoY) to ₹3,867 crore in the second quarter of the current fiscal year, from ₹3,059 crore in the year-ago period.

Domestic net interest margins (NIM) of the bank improved to 3.49% as of September 30, 2026, from 3.48% as of June 30, 2026, and 3.35% as of September 30, 2025, the investor presentation showed.

The advances surged 24.35% during the quarter compared to the year-ago period.

Starting with eligible shipments from India to the United States, the service, International Parcel Connect, is designed for e-commerce businesses, D2C brands, marketplace sellers, SMEs and growing exporters seeking affordable and reliable access to overseas customers, the company said.

The service supports eligible B2C parcels weighing 50 grams to 11 kg, across categories including apparel and fashion products, automobile spare parts, books, handicrafts, imitation jewellery and rugs, alongside other eligible marketplace and e-commerce products.

Shipments are subject to applicable customs, regulatory, commodity, weight, and dimensional requirements, Blue Dart said.