Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Radico Khaitan Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Elara Capital on Radico Khaitan |
Maintain Accumulate with target price hiked to โ‚น 3,500 from โ‚น 3,350.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Urban Company Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Goldman Sachs on Urban Company |
Maintain Neutral with target price cut to โ‚น 139 from โ‚น 140
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | UltraTech Cement Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Elara Capital on UltraTech Cement |
Maintain Accumulate with target price hiked to โ‚น 14,553 from โ‚น 14,088
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | CIPLA Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Motilal Oswal trims Cipla target price, flags weaker margins and limited upside
๐Ÿ‘‰๐Ÿฟ Goldman Sachs cuts Cipla target, flags margin pressure and slower earnings recovery
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Godrej Consumer Products Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Goldman Sachs maintains a Buy on Godrej Consumer Products
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Laurus Labs Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Goldman Sachs keeps Laurus Labs at Sell despite earnings beat; CDMO weakness & rich valuations remain key concerns.
๐Ÿ‘‰๐Ÿฟ Citi on Laurus Labs | Maintain Sell with target price cut to โ‚น 730 from โ‚น 950
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell๐Ÿ”” Updates 27th January 2026

๐Ÿ“ข Market opens mixed, India-EU FTA impact in focus
๐Ÿ“ข AXIS Bank top Nifty gainer, Kotak Mahinda Bank top loser after Q3 results, Godrej Cons slips nearly 5%.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Markets Updates |
US tariff sensitives like seafood stocks buzzing in trade, after US Treasury Secretary says, 'would imagine there is a path to remove Russian oil tariffs'.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Market Experts Views & Voices | Digant Haria of GreenEdge Wealth Services
Talks
๐Ÿ“ข Expect Large banks to underperform PSU banks, SBI stock has outperformed banking index, market and its peers. Worst is over for MFI, visible from results of Credit Access, Ujjivan SFB, IndusInd Bank. Around 75% of the overall gold reserves are in southern region of India, says Digant Haria of GreenEdge Wealth Services
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Markets Updates |
Realty stocks lower, Lodha Developers & Mahindra Lifespace fall over 3%.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Market Experts Views & Voices | Sivaramkrishnan Ganapathi of Gokuldas Exports
Talks
๐Ÿ“ข Gokaldas Exports management discusses the India-EU FTA impact with CNBC-TV18, says our exports to EU is around 16-17%, India-EU FTA signing is a positive step for the Indian textile & apparels market. Will push capex in EU once we see the deal fructifying in 2027, our exports to EU will increase to 19-20% of revenue in 1 year, he adds.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3FY26 Q3 Earnings/Results with MonePlan | Metro Brands Ltd.
โœ”๏ธ Revenue Up 15.4% at โ‚น 811 Cr Vs โ‚น 703.1 Cr (YoY)
โœ”๏ธ Net Profit Up 35.6% at โ‚น 128.3 Cr Vs โ‚น 94.6 Cr (YoY)
โœ”๏ธ EBITDA Up 18.1% at โ‚น 265.2 Cr Vs โ‚น 224.6 Cr (YoY)
โœ”๏ธ Margin at 32.7% Vs 31.9% (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3FY26 Q3 Earnings/Results with MonePlan | Vishal Mega Mart Ltd.
โœ”๏ธ Revenue Up 17% at โ‚น 3,670 Cr Vs โ‚น 3,135.9 Cr (YoY)
โœ”๏ธ Net Profit Up 19.1% at โ‚น 312.9 Cr Vs โ‚น 262.7 Cr (YoY)
โœ”๏ธ EBITDA Up 20% at โ‚น 605.4 Cr Vs โ‚น 504.5 Cr (YoY)
โœ”๏ธ Margin at 16.5% Vs 16.1% (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3FY26 Q3 Earnings/Results with MonePlan | Bikaji Foods Ltd.
โœ”๏ธ Revenue Hits โ‚น7,900M, PAT Surges 122.3% ๐Ÿ“ˆ | MCap 16,296.04 Cr
โœ”๏ธ Q3 FY26 revenue grew 10.7% year-over-year to โ‚น 7,900 million, with volume growth of 8.4%.
โœ”๏ธ Q3 EBITDA surged 77.1% to โ‚น 984 million, with margin expanding 466 basis points to 12.5%.
โœ”๏ธ Q3 PAT increased 122.3% to โ‚น 622 million, with basic EPS at โ‚น 2.48.
โœ”๏ธ Nine-month FY26 Revenue rose 13.3% to โ‚น22,730 million, with PAT up 28.7% to โ‚น 1,984 million & EPS at โ‚น 8.05.
โœ”๏ธ Export markets grew 39.1% in Q3 and 58.7% over nine months.
โœ”๏ธ Ethnic Snacks segment, contributing 67.4% of Revenue, grew 13.3% in Q3 & 9.6% over nine months.
โœ”๏ธ Packaged Sweets Revenue declined 17.1% in Q3 due to seasonality but grew 8.1% over nine months.
โœ”๏ธ Retail Business revenue nearly doubled in Q3 to โ‚น 471 million and grew over 150% in nine months to โ‚น 965 million.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3FY26 Q3 Earnings/Results with MonePlan | VodaIdea Ltd.
โœ”๏ธ Revenue Up 1.1% at โ‚น 11,323 Cr Vs โ‚น 11,195 Cr (QoQ)
โœ”๏ธ Loss at โ‚น 5,286 Cr Vs Loss of โ‚น 5,524 Cr (QoQ)
โœ”๏ธ EBITDA Up 2.8% at โ‚น 4,817 Cr Vs โ‚น 4,685 Cr (QoQ)
โœ”๏ธ Margin at 42.5% Vs 41.8% (QoQ)
โœ”๏ธ At โ‚น 5,286 Crore, Vodafone Ideaโ€™s net loss narrows to the lowest level in 20 quarters.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3FY26 Q3 Earnings/Results with MonePlan | Marico Ltd.
โœ”๏ธ Revenue Up 26.6% at โ‚น 3,537 Cr Vs โ‚น 2,794 Cr (YoY)
โœ”๏ธ Net Profit Up 13.3% at โ‚น 460 Cr Vs โ‚น 406 Cr (YoY)
โœ”๏ธ Profit tops estimates as India, international growth lifts revenue 27%
โœ”๏ธ EBITDA Up 11.1% at โ‚น 592 Cr Vs โ‚น 533 Cr (YoY)
โœ”๏ธ Margin at 16.7% Vs 19.1% (YoY)
โœ”๏ธ Company expects the India revenue share of the Foods & Premium Personal Care portfolios to expand to ~25% by FY27.
โœ”๏ธ Marico spends โ‚น 336 Crore on ads, down 3% on-quarter
โœ”๏ธ Acquisition of 4700BC strengthens Maricoโ€™s foods portfolio, adding exposure to premium snacking
โœ”๏ธ Bolt-On Fit | Viewed as a coherent, adjacencies-led acquisition aligned with Maricoโ€™s long-term foods strategy
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3FY26 Q3 Earnings/Results with MonePlan | Bondada Engineering Ltd.

๐Ÿ’ฐ Revenue: โ‚น 712.28 Cr | ๐Ÿ“ˆ +89.41% YoY | +8.11% QoQ
๐Ÿฆ PAT: โ‚น 54.20 Cr | ๐Ÿ“ˆ +119.13% YoY | +3.59% QoQ
๐Ÿ’ต PAT (After Minority Interest): โ‚น53.12 Cr | ๐Ÿ“ˆ +118.81% YoY | +0.29% QoQ
๐Ÿ“Š Other Income: โ‚น 4.61 Cr | (โ‚น3.28 Cr YoY | โ‚น1.92 Cr QoQ)

๐Ÿ” Consolidated vs Standalone Snapshot (Q3 FY26):
๐Ÿ“Š Consolidated Revenue from Operations | โ‚น 712.28 Cr (vs โ‚น376.05 Cr, +89% YoY)
๐Ÿ“Š Consolidated PAT | โ‚น 54.20 Cr (vs โ‚น 24.73 Cr, +119% YoY)

๐Ÿ“Œ Standalone:
๐Ÿ“Š Revenue from Operations: โ‚น 666.00 Cr (vs โ‚น 318.99 Cr, +109% YoY)
๐Ÿ“Š PAT | โ‚น 49.85 Cr (vs โ‚น 22.24 Cr, +124% YoY)

๐Ÿ— Group Structure | 10 subsidiaries, including Bondada Ecobuild, Bondada E&E & Atpole Technologies, strengthening execution across EPC, infra & allied verticals.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q3FY26 Q3 Earnings/Results with MonePlan | CG Power Ltd.

๐Ÿ’ฐ Building on the momentum: another strong quarterly performance, reflecting operating discipline & strategic focus
๐Ÿ’ฐ Q3FY26 performance achieves new record highs in quarterly standalone Revenue & PBT
๐Ÿ’ฐ The quarter reflected strong execution in the companyโ€™s core businesses, with robust growth & margin expansion offsetting the impact of planned investments in new growth areas.
๐Ÿ’ฐ Revenue at โ‚น 3,175 Cr, up 26.22% YoY & up 8.64% QoQ
๐Ÿ’ฐ Net Profit at โ‚น 284 Cr, up 19.37% YoY & down -0.19% QoQ
๐Ÿ’ฐ EPS at โ‚น1.81, up 15.29% YoY & down -0.55% QoQ
๐Ÿ’ฐ Company has secured an order valued at โ‚น 900 Crore for the supply of power transformers from Tallgrass Integrated Logistics Solutions LLC, USA, for a large-scale data center project in the United States.