Stocks To Watch, October 28: Sona BLW, Tata Capital, Happiest Minds, Adani Total Gas, PNB Housing, Bata India, Indian Oil, JK Tyre

Consolidated revenue from operations in the second quarter increased by 23.4% YoY to ₹1,138.29 crore as compared to ₹922.19 crore logged in the year-ago period, Sona BLW Precision Forgings Ltd said in a regulatory filing.

Indus Towers during the reported quarter had a writeback of ₹195 crore in provision for doubtful receivables, aided by collections against past overdue.

The company had posted a net profit of ₹2,223.5 crore in the same period a year ago.

"A large customer of the Group accounts for a significant part of revenue from operations for the quarter and half year ended September 30, 2025, and constitutes a significant part of outstanding trade receivables and unbilled revenue as at September 30, 2025," Indus Towers said in its filing without naming Vodafone Idea.

The housing finance firm had earned a net profit of ₹470 crore in the same quarter of the previous year.

The company's total income for the quarter grew to ₹2,131 crore from ₹1,880 crore a year ago, PNB Housing Finance said in a regulatory filing.

Its interest income for the quarter was higher at ₹2,017 crore compared to ₹1,780 crore in the year-ago period.

The net interest income rose 14% to ₹765 crore against ₹669 crore in the year-ago quarter.

The net interest margin moderated marginally to 3.67% compared to 3.68% in the second quarter of the previous year.

Its standalone net profit was ₹7,610 crore in July-September – the second quarter of the 2025-26 fiscal year – compared with ₹180 crore earnings in the same period of the last year, according to company chairman Arvinder Singh Sahney.

"Net profit was higher mainly because of operational efficiencies and six-quarter high refining margins," Sahney told reporters.

The firm, which is in the midst of an operational efficiency programme implementation across verticals, saw crude oil processing rise 5% on the same capacity and fuel sales climb 6% in the quarter.

The insurer had recorded a net profit of ₹37 crore in the year-ago quarter.

This is the first quarterly numbers after the listing of the insurance company on the bourses on October 17.

The total income of the insurance firm promoted by Canara Bank came down to ₹2,349 crore during the quarter under review, compared to ₹3,335 crore a year ago, Canara HSBC Life Insurance Company said in a regulatory filing.

The company collected a net premium of ₹2,260 crore in the July-September period, up from ₹1,829 crore in the year-ago period.

The solvency ratio of the insurance company also moderated to 198% from 217% at the end of September 2024.

The company had posted a consolidated net profit of ₹51.98 crore in the corresponding period last fiscal, Bata India Ltd said in a regulatory filing.

Consolidated revenue from operations in the second quarter stood at ₹801.33 crore as compared to ₹837.14 crore in the year-ago period, it added.

Its total expenses in the second quarter were higher at ₹795.2 crore against ₹785.09 crore in the year-ago period.

Adani Energy Solutions Ltd (AESL) had reported a net profit of ₹773 crore in the July-September quarter of the last fiscal.

"The reported PAT has been adjusted for a one-time positive impact of deferred tax of ₹314 crore in Q2 FY25 last year for like-for-like comparison," the company said in a statement.

The company's total income increased by 6.4% to ₹6,767 crore from ₹6,360 crore a year ago.

The company had posted a consolidated net profit of ₹59 crore in the corresponding period last fiscal year, Jubilant Ingrevia Ltd said in a regulatory filing.

Consolidated total revenue from operations in the second quarter stood at ₹1,120.73 crore as against ₹1,045.24 crore in the year-ago period, it added.

Total expenses in the September quarter were higher at ₹1,038.6 crore as compared to ₹975.34 crore in the year-ago period, the company said.

The company had posted a consolidated net profit of ₹139.75 crore in the corresponding period last fiscal, JK Tyre & Industries Ltd said in a regulatory filing.

Consolidated revenue from operations in the second quarter stood at ₹4,011.31 crore as against ₹3,621.56 crore in the year-ago period, it added.

Total expenses in the quarter were higher at ₹3,714.05 crore as compared to ₹3,433.55 crore in the same period last fiscal year, the company said.

Commenting on the performance, JK Tyre & Industries Chairman & Managing Director Raghupati Singhania said, "Domestic markets registered a growth of 15% in volumes driven by a notable uptick across segments. Export volumes grew by 13% over the previous quarter, despite the prevailing uncertainty around US tariff rates."

Its net profit stood at ₹201.42 crore in the July-September quarter of the previous fiscal year, according to a regulatory filing.

The total income rose 6.30% to ₹3,640.19 crore during the quarter under review from ₹3,424.30 crore in the year-ago period.

Expenses fell to ₹3,148.85 crore from ₹3,173.97 crore.

"We performed well this quarter, led by our chemicals business. While we are dealing with a very uncertain global environment, we remain confident of a good finish to the year," SRF Chairman and Managing Director Ashish Bharat Ram said.