Earnings

It was a strong quarter for the lender, with profit and asset quality metrics beating estimates while sequential provisioning came down.

SBI's asset quality is expected to deteriorate on a sequential basis, with net NPA seen rising by 3.6%.

Heavyweights such as Tata Steel, Siemens, MRF, BEML and Kalyan Jewellers are among the marquee names investors will be tracking closely through the day.

NSE Q3 Results: The Mumbai-based stock exchange's revenue from operations in the third quarter of current fiscal rose 6.7% to Rs 3,925 crore.

Tata Steel Q3 Results: The Tata Group's multinational steel major's revenue from operations in the third quarter of current fiscal dropped 3% to Rs 57,002 crore.

Its revenue from operations increased to Rs 8,050 crore in the period under review.

Kaynes Tech has lowered its annual revenue guidance to Rs 4,100 crore, which is a significant drop from the earlier guidance of Rs 4,400-4,500 crore

Suzlon, being the market leader in the wind turbine industry, is the natural beneficiary of positive regulatory policy shift, says brokerage.

HDFC Securities recommends 'Buy' call for Bajaj Finserv, Cummins, 'Add' rating to LIC, 'Reduce' call for Tata Motors PV - Check full list

The rising competition in the innerwear and athleisure categories remain a concern, in the brokerage's view.

ICICI Securities believes there is potential to beat the guidance considering a favorable base of FY24-26 and reduction in competitive pressures.

While VME spends will likely remain elevated in the near-term owing to a challenging demand environment, ICICI Securities believes the worst is largely behind for JLR.

Following the strong share price performance over the past year, Motilal Oswal believes the near-term risk-reward appears balanced.

With a strong and diversified 2026 content slate across Hindi, regional, and Hollywood films, PVR-INOX's earnings visibility and cash flows look stable.

Nirmal Bang revises its valuation multiple downward to reflect lower growth expectations, resulting in a 15% reduction in Mazagon Dock's target price.

A shift toward higher-margin non-par products, cost optimisation, and improvement in persistency will boost LIC's VNB margin going forward, says Motilal Oswal.

Jefferies released a note on Kaynes Tech, highlighting a noticeable slowdown in the industrial sales division, while operating margins missed estimates.

The stock trades at 10.3 times consolidated FY27E earnings per share of Rs 17.1 and 1.1x FY27E price/book.

In light of its earnings, Jefferies noted that while JLR's outlook remains bleak, Tata Motors PV's domestic business looks strong.

Bosch, Crompton Greaves Consumer Electricals, JK Tyre & Industries and Kalpataru are some of the major companies that will declare quarterly results on Friday.