..... . VALI disclosures . .....: 02/02/26, Q3 results today:

Monday, February 2, 2026

02/02/26, Q3 results today:

Q3 results today: Earnings season is set to continue this week, with around 680 companies scheduled to report Q3 results 2026.

A day after Finance Minister Nirmala Sitharaman announced Union Budget 2026-27, several companies will announce their earnings for the quarter ended December 2025 on Monday, February 2. They include carmaker Hyundai Motor India, mobile tower installation company Indus Towers, Policy Bazar operator PB Fintech, home loan provider Bajaj Housing Finance, NBFC Sundaram Finance, agrochemicals maker UPL and engineering conglomerate Thermax.

Integrated automation and software solutions provider Honeywell Automation, electric two-wheeler maker Ather Energy, soda ash producer Tata Chemicals, telecom infrastructure provider Railtel Corporation of India, private sector bank City Union Bank, hotel operator Chalet Hotels, industrial mould manufacturer PG Electroplast, phosphatic fertiliser maker Paradeep Phosphates, luxury and business hotel operator Ventive Hospitality, fashion powerhouse Aditya Birla Lifestyle Brands and paints and coatings maker Akzo Nobel India, among others, will also post their results on February 2.

Hyundai Motor, Indus Towers, Bajaj Housing Finance, PB Fintech, RailTel, Tata Chemicals, and Awfis Space Solutions are among the marquee companies releasing their December-quarter results on Monday, February 2.

The Indian stock market closed Sunday's special trading session with steep losses of more than 2% after Budget-related announcements on securities transaction tax (STT). Analysts, however, feel that although volatility may persist in the near term, corporate earnings are likely to drive market direction in the months ahead.

Overall, markets are likely to remain volatile in the near term, but a more defined trend and greater stability could take shape from April, supported by fiscal spending, better earnings visibility for FY27, and improved clarity on global macroeconomic conditions, said Abhinav Tiwari, Research Analyst at Bonanza.

Here's a look at what to expect from top companies today:

Hyundai Motor Q3 results preview

According to Motilal Oswal, Hyundai Motor is likely to post 5% year-on-year (YoY) in volume growth in the third quarter. On the positive front, discounts are lower QoQ, currency is favourable, and the full quarter benefits of incentives would help support margins, the brokerage firm highlighted.

"Negative factors to monitor are: 1) weak export mix, 2) start-up costs of the Pune plant, 3) input cost pressure, 4) higher promotional spending due to the Venue launch, and 5) higher depreciation of the new plant. As a result, we expect EBITDA margin to dip 110bp QoQ to 12.8%," the firm said.

Indus Towers Q3 results preview

The brokerage firm anticipates Indus Tower's recurring EBITDA to rise over 2% quarter-to-quarter (QoQ).

"We have not taken any provision reversals during the quarter. Expect 3.5k net tower additions in 3QFY26, while tenancy additions are likely to be only modestly higher at ~3.75k," the firm said.

Q3 Results on February 2, 2026; check list

Hyundai Motor India
Indus Towers
PB Fintech
Bajaj Housing Finance
Sundaram Finance
UPL
Thermax
Honeywell Automation
Ather Energy
City Union Bank
Tata Chemicals
Chalet Hotels
Ventive Hospitality
PG Electroplast
Paradeep Phosphates
Aarti Industries
Aditya Birla Lifestyle Brands
Akzo Nobel India
Shriram Pistons & Rings
Railtel Corporation of India
Corona Remedies
Olectra Greentech
Mahindra Lifespace Developers
Campus Activewear
Transrail Lighting
eMudhra
Artemis Medicare Services
WPIL
Interarch Building Solutions
MPS
Awfis Space Solutions
Indiabulls
Veedol Corporation
Utkarsh Small Finance Bank
Saksoft
Silver Touch Technologies
SMC Global Securities
Vidhi Specialty Food Ingredients
Manaksia Coated Metals & Industries
Bharat Wire Ropes
GPT Healthcare
Manali Petrochemicals
Sejal Glass
Bhageria Industries
Shree Rama Multi Tech
Dhampur Sugar Mills
Fabtech Technologies
Axtel Industries
Patel Retail
Iris Clothings
Urja Global
Modison
Sinclairs Hotels
Geekay Wires
Indian Toners and Developers
REGENCY FINCORP
Syschem (India) RE
Music Broadcast
National Plastic Technologies
Bartronics India
Alstone Textiles
Hindcon Chemicals
KIC Metaliks
Jet Freight Logistics
Bodhtree Consulting
Rajkamal Synthetics
Lead Financial Services
Amraworld Agrico
Clio Infotech
Golkonda Aluminium Extrusions
AMERISE BIOSCIENCES
Galada Power and Telecommunications

On Saturday, Sun Pharmaceutical Industries recorded a 16% increase in its consolidated net profit to ₹3,369 crore for Q3 FY26, led by growth across business segments. In the year-ago period, the Mumbai-based drug major posted a net profit of ₹2,903 crore.

Total revenue from operations climbed to ₹15,520 crore for the quarter under review, compared to ₹13,675 crore a year back. The company also approved an interim dividend of ₹11 per share of ₹1 for the financial year 2025-26.

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Trade Cycles

The four important features of Trade Cycle are (i) Recovery, (ii) Boom, (iii) Recession, and (iv) Depression!

The trades cycle or business cycle are cyclical fluctuations of an economy. A full trade cycle has got four phases: (i) Recovery, (ii) Boom, (iii) Recession, and (iv) depression. The upward phase of a trade cycle or prosperity is divided into two stages—recovery and boom, and the downward phase of a trade cycle is also divided into two stages—recession and depression.

Phases of Trade Cycle:

The phases of trade cycle are explained with a diagram:

(1) Recovery:

In the early period of recovery, entrepreneurs increase the level of investment which in turn increases employment and income. Employment increases purchasing power and this leads to an increase in demand for consumer goods.

As a result, demand for goods will press upon their supply and it shall, thereby, lead to a rise in prices. The demand for consumer’s goods shall encourage the demand for producer’s goods.

The rise in prices shall depend upon the gestation period of investment. The longer the period of investment, the higher shall be the price rise. The rise of prices shall bring about a change in the distribution of income. Rent, wages, interest do not rise in the same proportion as prices.

Consequently, the margin of profit improves. The wholesale prices rise more than retail prices. The prices of raw materials rise more than the prices of semi-finished goods and the prices of semi-finished goods use more than the prices of finished goods.

(2) Boom:

The rate of investment increases still further. Owing to the spread of a wave of optimism in business, the level of production increases and the boom gathers momentum. More investment is possible only through credit creation. During a period of boom, the economy surpasses the level of full employment and enters a stage of over full employment.

(3) Recession:

The orders for raw materials are reduced on the onset of a recession. The rate of investment in producers’ goods industries and housing construction declines. Liquidity preference rises in society and owing to a contraction of money supply, the prices falls. A wave of pessimism spreads in business and those markets which were sometime before sellers markets become buyer’s markets now.

(4) Depression:

The main feature of a depression is a general fall in economic activity. Production, employment and income decline. The prices fall and the main factor responsible for it is, a fall in the purchasing power.

The distribution of national income changes. As the costs are rigid in nature, the margin of profit declines. Machines are not used to their full capacity in factories, because effective demand is much less. The prices of finished goods fall less than the prices of raw materials.

✳Reality Tips to Traders

1)Trading in the stock market is a marathon. 2)Protecting your capital is key. (Learn to protect first) 3)Making 0 on the day is better than losing 50k 4)Losses happen; they are part of this business. 5)It’s not you vs. the market. It’s you VS you. 6)You are your biggest enemy; learn to be mentally disciplined. 7)Don’t follow the majority; follow the correct path. 8)Traders without a stop loss end up not being traders for long. 9)There is always another trade. 10)The big money is made waiting for the right set-ups. 11)Waiting for the right trade is the most powerful strategy. 12)It is better to cut a loss than to wait to be proven right. 13)Position sizing can make or break you. 14)Worry about the downside before you even think about the upside. 15)Don’t listen to headlines

..BANKING TERMINOLOGY

There are various types of Banks: PSU Banks, Private Banks, Co-operative/Regional Banks, Small Finance Banks and Foreign Banks. When you deposit money in a bank, let's say the bank gives you an interest rate of 4%. But when the bank lends out this money, they lend it out at say, 12%. The difference of 8% in the above scenario is effectively the profit of the bank! The loans that do not pay interest for 90 days are known as Non-performing Assets. Banks have to provide for such bad loans. Structure of a Bank Asset for a Bank: The asset portion of a bank's capital includes cash, government securities, and interest-earning loans (e.g., mortgages, letters of credit, and inter-bank loans). Liabilities for a Bank: The bank's main liabilities are its capital (including cash reserves and, often, subordinated debt) and deposits. The latter may be from domestic or foreign sources (corporations and firms, private individuals, other banks, and even governments). Banks are required to maintain Liquidity with the Reserve Bank of India: SLR (Statutory Liquidity Ratio): It is the money a bank needs to preserve in the form of cash, gold or government Bonds before providing credit customers. This limitation is added by RBI on banks to make funds available to customers on-demand at your earliest convenience. Banks are required to maintain SLR at 18%. CRR (Cash Reserve Ratio): Banks are required to hold a certain proportion of their deposits in the form of cash. Banks don’t hold these as cash with themselves, but deposit such amounts with RBI / currency chests. CRR rate is at 4.5% currently. Repo Rate: The rate at which the RBI lends short-term money to the banks. The RBI through its Monetary Policy committee changes the repo rate to balance growth and Inflation. Reverse Repo rate: The rate at which banks park their short-term excess liquidity with the RBI. Now let us understand various terminologies for Banks Net Interest Income (NII): This is the spread the bank makes on its lending. It is calculated as Interest Income – Interest Expended Net Interest Margin (NIM): This is the spread the bank makes on its lending. It is the earning which is left after deducting the cost paid to depositors from its yields on Loans. This is denoted in % terms. The formula is Yield on Loans – Cost of funds Capital Adequacy Ratio (CAR): The capital adequacy ratio (CAR) is a measure of a bank's available capital expressed as a percentage of a bank's risk-weighted credit exposures. Essentially, it is the Capital that is available to lend. Tier I Capital – In simple words this capital is freely available with the bank to lend out. Tier II Capital- This is the capital tied up somewhere and is less freely available to lend. In case of an adverse event, the bank can use this capital to lend. Under Basel III norms, a bank’s tier 1+tier 2 capital must be a minimum of 8% of its risk-weighted holdings. The minimum capital adequacy ratio, also including the capital conservation buffer, is 10.5%. Current Account Saving Account (CASA)- There is no interest paid on the Current Account and a small interest rate is paid on a savings account. The combination of both is called CASA which shows the liabilities of the bank on which it pays relatively less interest. Deposits: Bank deposits are a savings product that customers can use to hold an amount of money at a bank for a specified length of time. In return, the financial institution will pay the customer the relevant amount of interest, based on how much they choose to deposit and for how long. Now let us come to NPA. Gross NPA (GNPA): It is the total loans on which no payment has been paid for 90 days or more. GNPA % is usually shown in each Bank’s quarterly results. The percentage is basically the GNPA amount as a % of the total advances. Slippages: Slippages denote the fresh amount of loans that have turned bad in a year. The slippage ratio of a bank is calculated as Fresh accretion of NPAs during the year /Total standard assets at the beginning of the year multiplied by 100. Provisioning Coverage Ratio (PCR): This is the ratio of provisioning to GNPA and indicates the extent of funds a bank has kept aside to cover loan losses. For Instance, a company has GNPAs of Rs 100 and they have set aside 50 Rs, then the PCR is 50%. Net NPA (NNPA): The total figure left after deducting provisions made for bad loans from GNPA. (GNPA – Provisions+upgrades/writeoffs = NNPA) Special Mention Account (SMA) SMA-0 is a category in which stress with respect to the principal and interest has remained overdue for a period of 0 to 30 days. SMA-1 is a category in which stress with respect to the principal and interest has remained overdue for a period of 30-60 days. SMA-2 is a category in which stress with respect to the principal and interest has remained overdue for a period of 60-90 days

..... . VALI disclosures . .....

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Monday, February 2, 2026

02/02/26, Q3 results today:

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