loader2
Login Open ICICI 3-in-1 Account
Open ICICI 3-in-1 Account

BSE Consumer Discretionary Results: Latest Quarterly Results & Analysis

Open Free Trading Account Online with ICICIDIRECT
+91
Arihant Foundations & Housing Ltd. 17 Nov 2025 15:11 PM
Result PDF

Q2FY26 Quarterly Result Announced for Arihant Foundations & Housing Ltd.

Realty company Arihant Foundations & Housing announced Q2FY26 results

  • Revenue: Rs 90.09 crore against Rs 50.79 crore during Q2FY25, change 77.4%.
  • EBITDA: Rs 26.25 crore against Rs 18.32 crore during Q2FY25, change 43.3%.
  • PBT: Rs 24.88 crore against Rs 14.65 crore during Q2FY25, change 69.8%.
  • PAT: Rs 20.05 crore against Rs 10.56 crore during Q2FY25, change 89.9%.

Kamal Lunawath, Managing Director, Arihant Foundations & Housing, said: “We are pleased with our Q2FY26 performance, which reflects strong operational execution and healthy demand trends. Revenue grew 77.4% YoY to Rs 90.09 crore, while PAT increased 89.9% YoY to Rs 20.05 crore. This robust growth & profitability was driven by healthy sales traction across ongoing projects and disciplined approach to execution.”

“We are encouraged by the strong momentum in Q2FY26, which reflects our ability to execute efficiently and respond to evolving market dynamics. Looking ahead, we see sustained demand driven by favourable affordability trends, rising consumer confidence, and preference for quality developments. Our focus remains on operational excellence, strategic capital deployment, and strengthening our brand to capture emerging opportunities. We are committed to creating long-term value for all stakeholders while building a resilient platform for future growth.”

Result PDF

Result PDF

Commercial Vehicles company Carraro India announced Q2FY26 results

  • Total Income: Rs 5,931 million against Rs 4,452 million during Q2FY25, change 33%.
  • EBITDA: Rs 593 million against Rs 475 million during Q2FY25, change 25%.
  • EBITDA Margin: 10.0% for Q2FY26.
  • PAT: Rs 317 million against Rs 220 million during Q2FY25, change 44%.
  • PAT Margin: 5.3% for Q2FY26.

Balaji Gopalan, Managing Director, Carraro India, said: Strong Increase in Revenues up by 18%, EBITDA up by 13% & PAT up by 22%. “The first half of FY26 has been both steady and encouraging for Carraro India. Revenue from operations grew 18% year-on-year, supported by healthy volume growth across both domestic and export markets.

Our domestic business grew by 11% YoY, driven by strong demand for 4WD axles in the agriculture segment and a stable performance in the construction equipment segment. Exports delivered an even stronger growth of 31% YoY, led primarily by Tele Boom Handler (“TBH”) axels. While indirect exports of agricultural drivelines remained soft, resilient domestic demand helped maintain our overall volume trajectory.

We continued to deliver strong volumes, reinforcing our confidence in the sustainability of our performance. However, realisations and margins got temporarily impacted due to the change in the product mix.

A noteworthy development during H1 was our engineering services agreement with Montra Electric for the industrialization and supply of e-transmissions for electric-powered agricultural tractors. This partnership marks an important step forward in our technology roadmap and aligns well with our vision of contributing meaningfully to the next generation of clean and efficient powertrains. Revenue from our engineering services business stood at Rs 50 million in Q2, compared to Rs 17 million in the same period last year.

Innovation remained at the heart of our efforts. We developed six prototypes during the half year, three of which have already moved into production. We also dispatched two units of the new T100 EVO prototype to a large Indian tractor OEM and successfully completed the pilot batch of CVT transmission units which is a key step towards commercialisation of this product.

On the manufacturing front, we progressed on our capacity-expansion roadmap. We installed two Sealed Quenched Furnace units at the gear plant. The 800-pallet MAZAK machining centre commissioned in June has boosted throughput and flexibility. Additionally, the arrival of the TLB test bench in July and the installation of a robotic washing machine in September further enhance our readiness to meet future demand.

Further strengthening our after-sales network, we partnered with authorized service centers, one in North India and two in South India – a step towards boosting our presence in aftermarket/ spare parts segment.

Overall, export is growing supported by increased offtake from the TBH business. Domestically, we remain optimistic about sustained demand, driven by ongoing infrastructure projects, higher investment activity, and the supportive market sentiments owing to government policies.”

Result PDF

Auto Parts & Equipment company Exide Industries announced Q2FY26 results

  • Revenue: Rs 4,178 crore against Rs 4,267 crore during Q2FY25.
  • EBITDA: Rs 395 crore against Rs 484 crore during Q2FY25.
  • PBT: Rs 298 crore against Rs 399 crore during Q2FY25.
  • PAT: Rs 221 crore against Rs 298 crore during Q2FY25.
  • EPS: Rs 2.60 for Q2FY26.

Avik Roy, MD & CEO, said: 'We had a strong first half of the quarter until mid-August when the GST cut was announced. The growth was muted in the second half, especially in trade business, driven by channel destocking. However, it is a welcome move by the government as it will drive demand in H2FY26. Global trade situation remained uncertain and impacted our exports.

Domestic Macro outlook is favourable with low inflation, low interest rates and higher disposable incomes. We expect the strong growth momentum, especially in Trade and Automotive OEM business, to be back in Q3.

There is continuous pressure from input material costs. In this environment, the company's priority has been on managing profitable growth and focusing on preserving cash. We proactively cut down production in the second half of the quarter in anticipation of the muted demand from channel partners. This helped us to reduce our inventory levels. Investments in our manufacturing technologies have started showing results which will be further realized as volumes grow.

In our lithium-ion cell manufacturing project, construction work is going on in full swing to ensure timely project completion. We wish to commercialise operations in FY26.'

Result PDF

Broadcasting & Cable TV company Sun TV Network announced Q2FY26 results

  • Revenues for the current quarter was up by ~29.86 % at Rs 1,168.99 crore as against Rs 900.16 crore for Q2FY25.
  • Total Income for the current quarter was up by ~22.20 % at Rs 1,300.36 crore as against Rs 1,064.14 crore for Q2FY25.
  • The Advertisement Revenues for Q2FY26, was at Rs 292.15 crore as against Rs 335.42 crore for Q2FY25.
  • EBITDA for Q2FY26 was up by ~41.77 % at Rs 749.94 crore as against Rs 528.98 crore for Q2FY25.
  • Profit before taxes (after exceptional items) for Q2FY26 was at Rs 452.24 crore as against Rs 498.40 crore for Q2FY25.
  • Profit after taxes for Q2FY26 stood at Rs 329. 79 crore as against Rs 398.17 crore for Q2FY25.
  • Board of Directors have declared an Interim Dividend of Rs 3.75 per share (75%) on a face value of Rs 5.00 per share.

Result PDF

Textiles company Trident announced Q2FY26 results

  • Consolidated Revenue for the quarter stood at Rs 1,803 crore.
  • Consolidated EBIDTA for the quarter stood at Rs 232 crore at 12.85%, as against EBITDA margin of 13.78 % YoY and 18.06% QoQ.
  • Consolidated Net Profit for the quarter stood at Rs 91 crore at 5.04%, as against Net Profit of 4.83% YoY and 8.10% QoQ.
  • Net Debt stands at Rs 847 crore on Sep 30, 2025 as compared to Rs 879 crore as on June 30, 2025, a reduction of 32 crore.
  • Free Cash Flow stands at Rs 281 crore for Q2FY26.

Deepak Nanda, Managing Director, Trident, said, “As we reflect on Trident Limited’s Q2FY26 results, it's evident that amidst challenging macroeconomic conditions, our company has showcased quarter-on-quarter revenue growth. We have further strengthened our balance sheet by reducing net debt by Rs 32 crore and maintaining a healthy Debt Equity Ratio at 0.18. Furthermore, the Current Ratio is at 1.61 from 1.87 on quarter-on-quarter (Q-o-Q) basis.

Our focus on innovative product pipelines aligned with evolving consumer preferences, combined with new FTA between India & UK, positions us well to capitalize on emerging opportunities while remaining committed to sustainable growth and operational excellence.

Going forward, we shall continue focusing on improving our volumes, value added products and strengthening our domestic market. With this foundation, Trident Limited stands poised to continue its journey of sustainable growth and innovation in the ensuing period”.

Result PDF

Cars & Utility Vehicles company Tata Motors Passenger Vehicles announced Q2FY26 results

Financial Highlights:

  • TMPVL delivered revenues of Rs 72.3K crore (down 13.5%) and EBIT of -Rs 4.9K crore (down Rs 8.8K crore).
  • PBT (bei) for Q2FY26 stood at -Rs 5.5K crore.
  • Net Profit was Rs 76.2K crore.

JLR Business Highlights:

  • Q2FY26 Revenue at GBP 4.9 billion (-24.-3%), EBITDA -1.6% (-1330 bps), EBIT -8.6% (-1370 bps), PBT (bei) GBP (485) million.
  • H1FY26 Revenue at GBP 11.5 billion (-16.3%), EBITDA 4.7% (-920 bps), EBIT -1.4% (-850 bps), PBT (bei) GBP (134) million.
  • EBIT guidance is revised to 0% to 2% for FY26.
  • Cash balance was GBP 3.0 billion and net debt GBP 1.8 billion, with gross debt of GBP 4.7 billion.
  • Total liquidity as at September 30, 2025 was GBP 6.6 billion, including undrawn RCF of GBP 1.7 billion and the new GBP 2.0 billion bridge facility, signed on September 22, 2025. Additionally, in October a GBP 1.5 billion UKEF guaranteed commercial loan was secured, providing further support to the balance sheet.
  • To support liquidity in its supply chain, JLR fast tracked a new GBP 500 million financing solution to allow qualifying suppliers to receive cash at the point of production scheduling.
  • Operations recovered at pace following cyber incident, with production now returned to normal levels.
  • Transformation programme launched in June starting to drive planned cost savings

Tata Passenger Vehicles Business Highlights:

  • Q2FY26 revenue at Rs 13.5K crore ( 15.6%), EBITDA 5.8% (-40 bps), EBIT 0.2% ( 10bps), PBT (bei) Rs 0.2K crore.
  • H1 FY26 revenue at Rs 24.4K crore ( 3.6%), EBITDA 5.0% (-100 bps), EBIT -1.1% (-130 bps), PBT (bei) Rs 0.0K crore.
  • Vahan registration market share at 12.8% in Q2FY26. EV Vahan market share at 41.4%.
  • Secured #2 rank in Vahan Market Share across both Sep 2025 & Oct 2025 driving sharp reduction in stocks.
  • Alternative powertrains continue to grow. EV penetration at 17%, CNG at 28% in Q2FY26.
  • Punch becomes India’s fastest SUV to cross 6 Lakh milestone in under 4 years.
  • Leveraging festive momentum, we retailed over 1 lakh vehicle deliveries between Navratri and Diwali ( 33% YoY).
    • Nexon was #1 model in industry in both Sep & Oct, with strong volumes across powertrains.
    • Strong demand for Punch with 40k units across Sep & Oct.
    • Highest-ever Harrier & Safari volumes on the back of newly launched Adventure X variants & strong response to Harrier.ev.
  • India’s Safest Hatchback: All-new Altroz achieved 5-Star Bharat NCAP Rating Across Petrol, Diesel & CNG Powertrains.
  • Re-entered South Africa market with Bold, Future-Ready Range of Passenger Vehicles.

PB Balaji, Group Chief Financial Officer, Tata Motors said: “It has been a difficult period for the business. However, we are committed to emerging from the cyber incident even stronger. With the demerger completed, both JLR and domestic PV businesses are well poised to leverage the significant opportunities provided by this exciting industry. Demand situation remains challenging globally but domestically there are signs of resurgence. In this context, our strategy is clear, plans robust and we will continue to execute them with speed and rigour to win”

Adrian Mardell, JLR Chief Executive Officer, said: “JLR’s performance in the second quarter of FY26 was impacted by significant challenges, including a cyber incident that stopped our vehicle production in September and the impact of US tariffs. JLR has made strong progress in recovering its operations safely and at pace following the cyber incident. In our response we prioritised client, retailer and supplier systems and I am pleased to confirm that production of all our luxury brands has resumed.

“The speed of recovery is testament to the resilience and hard work of our colleagues. I am extremely grateful to all our people who have shown enormous commitment during this difficult time, and I want to thank our clients, retailers, suppliers and everyone in the communities connected with JLR, for their support through this disruption.

“JLR is a great business with strong global brands, a talented workforce and a loyal customer base. We are now set to deliver the outcome of an extraordinary period of British design and engineering, with the arrival of the Range Rover Electric and the new electric Jaguar - cars which will be unrivalled in their performance, design and capability. While we are mindful of the economic, geopolitical and policy challenges that our industry faces, we are resilient and well placed to make strong progress.

“As I approach the end of my 35-year career at JLR, I am immensely proud of what we have achieved together. Leading JLR as CEO over the past three years has been the greatest honour of my career and I am confident that the next chapter will bring continued success for this great business under the leadership of PB Balaji.”

Shailesh Chandra, Managing Director & CEO, Tata Motors Passenger Vehicles, said: “Q2FY26 was a landmark quarter for Tata Motors Passenger Vehicles, marked by double-digit year-on-year growth in wholesale volumes and registrations, alongside several record-breaking milestones. Our growth was powered by our multi-powertrain portfolio, with CNG & EV volumes accounting for 45% of our volumes in Q2. EV sales surged by nearly 60% YoY with nearly 25 thousand units sold in Q2, reaffirming our leadership in sustainable mobility. Leveraging a reinvigorated demand environment, our agile approach, strong portfolio and impactful marketing helped us drive this growth trajectory. September was particularly noteworthy, with record overall sales of 60k units and several other milestones. This strong market performance translated into improving revenues and QoQ improvement in profitability. With a robust booking pipeline and rising consumer confidence, we are poised to sustain this momentum in H2 FY26, guided by our unwavering commitment to innovation and several new launches ahead.”

Result PDF

Auto Tyres & Rubber Products company MRF announced Q2FY26 results

  • Consolidated total income increased by 7% to Rs 7,487 crore for Q2FY26 as compared to Rs 6,994 crore for the Q2FY25.
  • The consolidated profit before tax stood at Rs 699 crore for Q2FY26 as compared to Rs 631 crore for the Q2FY25.
  • The consolidated net profit for Q2FY26 is Rs 526 crore as compared to Rs.471 crore for Q2FY25.
  • The Board of Directors have declared an Interim dividend of Rs 3/- (30%) per share of Rs 10 each for FY26.

Result PDF

Apparels & Accessories company S P Apparels announced Q2FY26 results

Consolidated Financial Highlights:

  • Total Revenue for Q2FY26 is Rs 4,341 4 million as against Rs 3,936.8 million in Q2FY25; growth of 103% YoY;
  • EBITDA for the Quarter is Rs 704.5 million as against Rs 520.7 million in Q2FY25, growth of 35.3% YoY,
  • Profit after Tax for Q2FY26 is Rs 347.0 million as against Rs 219.2 million in Q2FY25; a growth of 58.3% YoY;
  • Eamings per share for the quarter Rs 13.8 as against Rs 8.7 in Q2FY25

Sandalone Financial Highlights:

  • Adj. Total Revenue for the Quarter is Rs 3,048.7 million as against Rs 2,575.1 million in Q2FY25; a growth of 18.4% YoY;
  • Adj. EBITDA for the Quarter is Rs 543.5 million as against Rs 439.9 million in Q2FY25; a growth of 23.6% YoY;
  • Profit after Tax for the quarter is Rs 273.0 million as against Rs 180.3 million in Q2FY25; a growth of 51.4% YoY,
  • Eamings per share for the quarter is Rs 10.9 as against Rs 7.2 in Q2FY25

Result PDF

Hotels company Ventive Hospitality announced Q2FY26 results

  • Consolidated Revenue of Rs 554 crore , a growth of 28% YoY.
  • Consolidated EBITDA was at Rs 255 crore, a growth of 50% YoY.
  • Consolidated EBITDA margin was at 46%, an expansion of 7 percentage points.

Ranjit Batra, Chief Executive Officer, said: “Our second quarter performance marks four consecutive quarters of strong sustained growth since listing with record EBITDA growth of 50% in this quarter. Our diversified, luxury-focused portfolio, disciplined execution and strategic asset expansion position us well for continued revenue and margin growth in the coming quarters.

We remain committed to our strategic objective of doubling our key count over the next five years, supported by targeted acquisitions and organic expansion. Our latest acquisition of the Hilton Goa Resort and proposed investment in Soho House India further augment our pipeline of 1,582 keys, and underscore our strategy to tap into new, vibrant market segments to power our long- term growth.”

Result PDF

Apparels & Accessories company Dollar Industries announced Q2FY26 results

  • Operating Income of Rs 47,186 lakh in Q2FY26, registering a growth of 5.6% YoY.
  • Gross Profit of Rs 16,402 lakh in Q2FY26, registering a growth of 9.6%. Gross margin was at 34.8%.
  • Operating EBITDA of Rs 6,031 lakh in Q2FY26, growing 23.3% YoY, with a margin of 12.8%.
  • PAT of Rs 3,517 lakh in Q2FY26, growing 32.7% YoY. PAT margin stood at 7.4%.
  • EPS stood at Rs 6.20 in Q2FY26 as against Rs 4.67 in Q2FY25.

Vinod Kumar Gupta & Binay Kumar Gupta, Managing Directors, Dollar Industries, said: “We are pleased to report another quarter of steady performance and strategic progress for Dollar Industries Limited. This quarter marks a key milestone with the proposed merger of nine promoter group companies into the listed entity, consolidating brand ownership, manufacturing units, and real estate under one structure to enhance governance, operational control, and efficiency. A key highlight of the merger is the transfer of the ‘Dollar’ brand ownership directly to Dollar Industries Limited, giving us complete ownership of a core asset and eliminating potential conflicts of interest. With the brand consolidated under the listed entity, we will be able strengthen our market presence, drive product innovation, and deepen stakeholder trust.

Moving on to the financial highlights of the quarter gone by, Operating Income grew 5.6% YoY to Rs 47,186 lakh, supported by consistent demand across key product categories.

Operating EBITDA rose 23.3% YoY to Rs 6,031 lakh, with margins expanding 183 bps to 12.8%, reflecting significant benefits of operating leverage and cost optimization initiatives. We have been able to curtail our advertisement to 6.2% of Operating Income in H1FY26, as compared to 7.2% in H1FY25, and plan to further reduce this percentage in the coming quarters.

PAT stood at Rs 3,517 lakh for the quarter, growing at 32.7% YoY, with margin expanding by 151 bps to 7.4%.

Notably, the thermals segment stood out with robust growth of 23.5% YoY in value, with volumes up 28.1% YoY in Q2FY26, supported by expectations of a prolonged winter season and improved product availability across key geographies.

On the distribution front, the company continued to strengthen its presence across modern trade, e-commerce, and Quick Commerce channels, which together contributed 10.2% of total sales during the quarter. Revenue from quick commerce, though on a relatively small base, scaled sharply to contribute 4.0% to overall sales, underscoring its increasing significance in the company’s retail mix.

We remain committed to driving growth through stronger brand ownership, operational excellence, and deeper channel integration, positioning Dollar Industries for sustained value creation and long-term success.”

Result PDF

Trending News

Midhani has secured an order of Rs. 121.75 crore

Midhani has secured an order of Rs. 121.75 crore

Published on 19-Dec-2025 09:02

Aeroflex Industries Board has approved a ₹97.56 crore expansion plan

Aeroflex Industries Board has approved a ₹97.56 crore expansion plan

Published on 19-Dec-2025 09:01

As per media sources, HDFC Bank has raised a $1 billion three-year overseas loan from its GIFT City branch

As per media sources, HDFC Bank has raised a $1 billion three-year overseas loan from its GIFT City branch

Published on 19-Dec-2025 09:00

TCS, on its Investor Day 2025, articulated a clear shift towards an AI-first enterprise

TCS, on its Investor Day 2025, articulated a clear shift towards an AI-first enterprise

Published on 18-Dec-2025 09:07

Syrma SGS Technology has completed the first tranche of its acquisition of defence and aerospace electronics firm Elcome Integrated Systems

Syrma SGS Technology has completed the first tranche of its acquisition of defence and aerospace electronics firm Elcome Integrated Systems

Published on 18-Dec-2025 09:06

POWERGRID has commissioned the Western Region Expansion Scheme-XXV

POWERGRID has commissioned the Western Region Expansion Scheme-XXV

Published on 18-Dec-2025 09:05

Disclaimer – I ICICI Securities Ltd. ( I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Venture House, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025, India, Tel No : 022 - 6807 7100. I-Sec is acting as a distributor to solicit bond related products. All disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism. The contents herein above shall not be considered as an invitation or persuasion to trade or invest. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon. Investments in securities market are subject to market risks, read all the related documents carefully before investing. The contents herein mentioned are solely for informational and educational purpose.
Download App

Download Our App

Play Store App Store
market app
✕
Application status