Bajaj Finance 👎🏻 Q2 results broadly in line; however, growth guidance lowered to 22–23% (from 24–25%). Credit cost guidance for FY26 remains unchanged at 1.85–1.95%. ONGC 👎🏻 Q2 performance weak; EBITDA and margins missed expectations, though PAT was in line. Profitability impacted by a 22% YoY and 24% QoQ rise in other expenses. Vodafone Idea 👍🏻 Posted a smaller-than-expected loss, indicating gradual operational improvement. Gujarat Gas 👍🏻 Q2 PAT at ₹281 crore, down 14% QoQ, yet above street estimates. Baazar Style Retail 👍🏻 Strong Q2: Revenue ₹532 crore (+71% YoY), Net Profit ₹51 crore (vs ₹9 crore). Margins expanded to 13%, up from 7.8% YoY. Bajaj Consumer 👍🏻 Robust Q2: Revenue up 13% YoY, Profit up 33% YoY. Operating margin improved to 18% (vs 13.9% previously). Syrma SGS 👍🏻 To acquire 60% stake in Elcome Integrated Systems, marking entry into defence and maritime electronics. Tata Motors 👍🏻 Commercial Vehicle (CV) business listing scheduled for tomorrow. Swan Defence 👍🏻 Received Letter of Intent for building six chemical tankers worth USD 220 million. Transformers & Rectifiers 👍🏻 Clarified no active projects with the World Bank; deemed non-material development. Britannia (Neutral) Varun Berry resigns as Managing Director & CEO.

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