Stocks to Watch
Apollo Hospitals – Strong performance with revenue at ₹6,304 crore (+13% YoY) and PAT up 26% to ₹477 crore. Margins improved; Apollo 24/7 GMV reached ₹723 crore.
Cummins India – Stellar quarter with revenue up 26% and EBITDA up 44% YoY. Margins expanded 264 bps to 21.9%.
Lupin – Exceptional results: revenue ₹7,048 crore (+24%), PAT ₹1,478 crore (+73%). North America sales surged 46% YoY — best since FY17.
Amber Enterprises – Weak numbers; revenue down 2%, EBITDA down 20% YoY. Reported ₹33 crore loss versus profit last year.
ABB India – In-line performance with 13.7% YoY revenue growth. Margins slightly lower YoY but ahead of estimates.
Amara Raja – Mixed show; margins slipped to 10.8% (vs 13.3% YoY), but PAT rose 17% to ₹276 crore, beating estimates.
United Spirits – Diageo (parent) cut its FY26 outlook; sales expected flat YoY amid weakness in US & China. Diageo stock fell 6.5%.
Welspun Enterprises – Secured ₹3,145 crore BMC project, taking order book to ₹16,330 crore. Infra pipeline remains robust.

















