1 / 9Larsen & Toubro | Infrastructure major reported a 15.6% year-on-year increase in consolidated net profit at ₹3,926 crore for the quarter ended September 30, 2025, compared to ₹3,395 crore in the same quarter last year. The figure was slightly below the CNBC-TV18 poll estimate of ₹3,990 crore. Revenue for the quarter stood at ₹67,983 crore, up 10.4% from ₹61,554 crore a year ago, but lower than the poll estimate of ₹69,950 crore. The company’s EBITDA came in at ₹6,806.5 crore, reflecting a 7% year-on-year growth from ₹6,362 crore in the corresponding period.
2 / 9HPCL | The company reported a stronger-than-expected performance for the July–September quarter, with net profit at ₹3,380 crore, surpassing the CNBC-TV18 poll estimate of ₹3,040 crore, though 12.4% lower than ₹3,830 crore in the preceding quarter. Revenue for the quarter stood at ₹1.01 lakh crore, broadly in line with expectations but down 9% quarter-on-quarter from ₹1.11 lakh crore. EBITDA came in at ₹6,891 crore, ahead of the Street estimate of ₹5,911 crore but lower than ₹7,601 crore in the June quarter.
3 / 9BHEL | The state-run engineering major posted a net profit of ₹368 crore, significantly above the CNBC-TV18 poll estimate of ₹221.2 crore and up sharply from ₹96.7 crore in the same period last year. Revenue rose 14.1% year-on-year to ₹7,511 crore, though it came in slightly below the CNBC-TV18 poll estimate of ₹7,939 crore. EBITDA more than doubled to ₹580.8 crore from ₹275 crore a year earlier, far exceeding expectations of ₹223 crore.
4 / 9SAIL | The company reported a stronger-than-expected performance for the July–September quarter, with net profit at ₹419 crore, well above the CNBC-TV18 poll estimate of ₹136 crore, though lower than ₹897 crore a year earlier. Revenue from operations rose 8.2% year-on-year to ₹26,704 crore, surpassing the Street estimate of ₹24,822 crore. EBITDA stood at ₹2,528 crore, above the projected ₹1,995 crore but below ₹2,913 crore in the same period last year. Operating margins came in at 9.5%, higher than the 8% forecast but lower than 11.8% a year ago.
5 / 9United Breweries | Leading beer maker reported a 64% year-on-year decline in net profit at ₹46.95 crore for the quarter ended September 30, 2025, compared to ₹132.2 crore in the same quarter last year. The figure also came in below the CNBC-TV18 poll estimate of ₹110 crore. Revenue for the quarter stood at ₹2,051 crore, up 3% from ₹2,115 crore in Q2FY25, but slightly lower than the poll estimate of ₹2,156 crore.
6 / 9Brigade Enterprises | Realty firm reported a 36.5% year-on-year increase in consolidated net profit at ₹163 crore for the quarter ended September 30, 2025, compared to ₹119 crore in the same quarter last year. Revenue for the quarter stood at ₹1,383 crore, marking a 29% rise from ₹1,072 crore in the corresponding period last year. The company’s EBITDA came in at ₹327.8 crore, up 12% from ₹292.3 crore in the year-ago quarter.
7 / 9CONCOR | State-owned company said that it the company and Jawaharlal Nehru Port Authority (JNPA) have signed a Memorandum of Understanding (MoU) to collaborate on the development and management of Common Rail Handling Operations for all upcoming container terminals at the proposed Vadhvan Port. Under the MoU, CONCOR will serve as the Common Rail Handling Operator, providing consultancy and operational support in rail coordination, infrastructure planning, and container handling at the common rail yard.
8 / 9Railtel Corporation of India | Telecom infrastructure firm reported a 4.7% year-on-year increase in net profit at ₹76 crore for the quarter ended September 30, 2025, compared to ₹73 crore in the same quarter last year. Revenue for the quarter stood at ₹951.3 crore, up 12.8% from ₹843.5 crore in Q2FY25. The company’s EBITDA came in at ₹154.4 crore, reflecting a 19.4% growth from ₹129.3 crore in the year-ago period. EBITDA margin improved to 16.2%, compared to 15.3% in Q2FY25.
9 / 9Mahanagar Gas | Leading city gas distributor in Mumbai and the surrounding areas reported a 40% quarter-on-quarter decline in net profit at ₹191.3 crore for the second quarter, compared to ₹318.6 crore in the previous quarter. The figure was below the CNBC-TV18 poll estimate of ₹263 crore. Revenue for Q2 stood at ₹2,256.3 crore, up 1.1% from ₹2,083 crore in the previous quarter, but higher than the poll estimate of ₹1,978 crore. The company’s EBITDA came in at ₹338 crore, down 32.5% from ₹501 crore in Q1FY26, below the CNBC-TV18 poll estimate of ₹379 crore.
