The results signal accelerating earnings momentum in India’s automotive, healthcare and financial services, likely fueling further equity inflows.
The latest quarter has turned India’s earnings calendar into a catalyst for market optimism. With the Nifty 50 and Sensex edging higher, investors are digesting a wave of profit upgrades that span manufacturing, healthcare and financial services. Macro‑level factors such as steady domestic consumption, a resilient export pipeline, and accommodative monetary policy have created a fertile backdrop for companies to translate revenue growth into stronger bottom lines, reinforcing the narrative of a maturing Indian economy.
Among the stand‑out performers, Eicher Motors showcased a near 23% revenue lift and an improved EBITDA margin, propelling its stock to a record high. Apollo Hospitals leveraged a 35% jump in consolidated PAT, reflecting sustained demand for premium health services. Titan’s 61% profit surge, driven by its jewellery‑to‑watches transition, lifted the stock to a 52‑week peak. In the financial arena, Edelweiss Financial Services reported a 45% rise in PAT and a 33% expansion in fee‑paying assets under management, highlighting the growing appetite for diversified wealth‑creation products. Even Grasim Industries posted a 29% profit increase, though its share price showed modest weakness, suggesting sector‑specific valuation pressures.
For investors, the Q3 data underscores a broader shift toward earnings resilience across key Indian sectors. The convergence of strong corporate fundamentals and positive sentiment may attract both domestic and foreign capital, potentially tightening valuations and boosting liquidity. Looking ahead, analysts will watch whether this earnings momentum can be sustained amid global headwinds, while companies are likely to focus on operational efficiency and digital transformation to maintain growth trajectories.
Updated · February 11 2026 at 11:17 AM
Eicher Motors stock reaches record high following strong Q3 earnings; brokerages raise target prices amid positive market sentiment.
Allcargo Terminals Limited announced its financial results for the quarter ended 31 December 2025. The company reported a consolidated net profit of ₹15.0 crore, a 28 % year‑on‑year increase from ₹11.8 crore in the year‑ago quarter, while revenue climbed to approximately ₹218.3 crore, a 17 % year‑on‑year rise.
Titan Company shares surged 2.5 % in early trade after the jewellery‑to‑watches major reported a sharp jump in quarterly earnings and received upbeat commentary from global brokerages.
Grasim Industries stock hit a 52‑week high of ₹2,979 in early trade before paring some gains to trade flat at ₹2,944.40 at 10:30 am. The Aditya Birla Group company reported net profit of ₹2,233 crore for the quarter ended December 2025, up 29 % year‑on‑year.
Vakrangee reported standalone net profit for the quarter ended December 2025 at ₹3.72 crore, compared with ₹19 crore in the same quarter last year. The board approved the appointment of Aditya Jani as CFO effective 24 January. Shares were flat on the NSE at ₹6.97.
P N Gadgil Jewellers stock fell 5 % on the NSE to ₹570.20. At 10:09 am it traded at ₹571.70 against the previous close of ₹597.95. The company posted 98.64 % growth in profit after tax (PAT) to ₹170.91 crore for the quarter ending 31 December 2025.
Apollo Hospitals stock rose nearly 6 % in early trade to ₹7,640 against the previous close of ₹7,219. At 10 am it traded 5 % higher at ₹7,589, following a 35 % rise in consolidated PAT to ₹502 crore for Q3 FY26 (quarter ended December 2025).
Titan Company shares hit a 52‑week high in early trade at ₹4,378.40. At 9:46 am they traded at ₹4,324 on the NSE. The company posted a 61 % year‑on‑year increase in consolidated profit after tax to ₹1,684 crore for Q3 FY26.
HeidelbergCement India reported net profit for the quarter ended December 2025 at ₹15.6 crore, compared with ₹5.2 crore in the same quarter last year. Shares traded at ₹170.25 on the NSE, down 1 %.
Key highlights (Q3 FY26):
Consolidated PAT: ₹270 crore (up 45 % YoY)
Revenue: ₹4,715 crore
9‑month PAT (ended Dec 2025): ₹549 crore (up 45 % YoY)
9‑month revenue: ₹8,896 crore
The group reported steady improvement in profitability and scale across asset management, insurance, and credit businesses. The alternatives platform (EAAA) saw fee‑paying AUM grow 33 % YoY to about ₹41,920 crore. Mutual fund AUM rose 33 % YoY to ₹83,000 crore, with SIP inflows crossing ₹500 crore monthly.
Eicher Motors delivered strong Q3 FY26 results with 22.94 % YoY revenue growth and a 96 bps sequential improvement in consolidated EBITDA margin to 25.46 %. The VECV joint venture contributed significantly, posting 35.60 % QoQ profit growth.
Net profit: ₹10.2 billion vs. estimate ₹10.33 billion (numbers muted YoY, but better than estimate).
Top gainers (Nifty 50):
Eicher Motors (+6.27 %)
Apollo Hospitals (+5.15 %)
Max Health (+2.21 %)
TMPV (+1.36 %)
M&M (+1.32 %)
Top losers:
ONGC (‑1.80 %)
Coal India (‑1.58 %)
Hindalco (‑1.32 %)
Eternal (‑0.74 %)
Grasim (‑0.68 %)
Sensex rose by 131.72 pts ( +0.16 %) to 84,405.64 at 9:21 am (opened at 84,339.15).
Nifty 50 was up by 50.30 pts ( +0.19 %) to 25,985.45.
Published on February 11 2026
Companies to follow
Grasim Industries Ltd
Apollo Hospitals Enterprise Ltd
Titan Company Ltd
Mahindra & Mahindra Ltd
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