- Tata Steel posted strong Q3 FY26 with EBITDA up 31% y-o-y to Rs. 24,894 cr. and PAT at Rs. 2,689 cr., aided by Rs. 8,600 cr. cost savings. Jamshedpur H-Blast crossed 50 mn tonnes, while EAF commissioning in March 2026 and high ResponsibleSteel certification keep outlook positive amid metal upcycle.
- Bata India reported steady Q3 FY26 with PAT up 12.6% y-o-y to Rs. 66.1 cr. and revenue at Rs. 944.7 cr., driven by festive demand and premium push. ZBM expanded to 400+ stores with a target of 800 by end-2026, supporting gradual market share gains.
- Tembo Global commenced production at its Vasai facility, ramping capacity to ~1,00,000 TPA from 18,000 TPA, while expanding into solar (24 sites) and defence with land and arms licence approvals, strengthening long-term visibility.
- RMC Switchgears received in-principle approval from BSE for migration from the SME platform to the main board, a key potential re-rating trigger.
- Nile delivered strong Q3 EPS of Rs.48.8 and 9M EPS of Rs.136.4, which may lead to FY26 EPS of Rs.185. Share trades at a PE of 9.5x and ~35% below its lifetime high of Rs.2798.
