Avenue Supermarts Ltd
Avenue Supermarts (DMart) recently announced strong financial results for the quarter ended December 2025, with consolidated net profit rising 18.3% year-over-year to ₹856 crore and revenue increasing 13.3% to ₹18,101 crore.
The Board announced that Managing Director and CEO Ignatius Navil Noronha will step down on January 31, 2026. Anshul Asawa has been appointed as the new MD & CEO, effective February 1, 2026.
Avenue Supermarts opened 10 new stores during the quarter, bringing its total store count to 442 as of December 31, 2025.
NTPC
NTPC and Mahagenco have signed a shareholder agreement for the acquisition of the Sinnar Thermal Power plant for ₹3,800 crore.
NTPC plans to set up a coal-to-SNG (Synthetic Natural Gas) project in Chhattisgarh with a ₹10,000 crore capital expenditure. The company is also exploring international collaborations to boost its nuclear power capacity, targeting 30 GW by 2047.
Tejas Networks
Tejas Networks reported a consolidated net loss of ₹196.55 crore for the quarter ended December 31, 2025, primarily due to lower sales and the deferment of a significant purchase order from BSNL.
Revenue from operations: ~₹306.8 – ₹307 crore, down ~88% YoY versus ~₹2,642 crore in the year-ago quarter.
Net loss: ₹196.55 – ₹196.89 crore in Q3 FY26, compared with a profit of ₹165.67 crore in Q3 FY25.
Inventory: ₹2,363 crore held at end of Dec 2025; expected to be converted to finished goods in upcoming months.
Sharp drop in sales was driven largely by weak demand and deferment of a major BSNL purchase order worth ₹1,526 crore & This marked the second consecutive quarterly loss for the company.
Lloyd Engineering Works Ltd
On January 10, 2026, Lloyds Engineering entered a purchase agreement with US-based The Material Works, thats why this company will be on focus today, Under the agreement, the company will be entitled to manufacture and sell unlimited EPS Gen 4 cells using the patented technology, subject to the payment of an agreed earnout to TMW for a specified period.
Mutual Funds and retail investors increased their holdings in the September 2025 quarter, while Foreign Institutional Investors (FIIs) and promoters decreased their stake slightly.
IREDA
For the third quarter of FY26, IREDA reported a 38% YoY increase in net profit to ₹584.91 crore, and operational revenue grew by 25% to ₹2,130 crore.
The company’s asset quality improved sequentially, with Gross Non-Performing Assets (NPA) decreasing to 3.75% from 3.97% in the previous quarter.
Lemon Tree Hotels Ltd
Lemon Tree Hotels’ board has approved a Composite Scheme of Arrangement to create two distinct entities:
Lemon Tree Hotels (asset-light): This entity will focus solely on hotel management, branding, and digital services. The goal is to become a zero-debt management platform with high return on capital employed (RoCE).
Fleur Hotels (asset-heavy): This current subsidiary will become the group’s exclusive hotel asset ownership and development company, managing hotel acquisitions and new projects.
Warburg Pincus, a global private equity firm, will invest up to ₹960 crore in tranches in Fleur Hotels and acquire a 41.09% stake from the existing investor APG. Fleur Hotels is expected to be listed separately on the NSE and BSE within 12 to 15 months, subject to regulatory and shareholder approvals. This restructuring is intended to unlock long-term shareholder value.
Websol Energy System Ltd
Websol Energy has received approval from the Andhra Pradesh government for a greenfield 4 GW solar cell and 4 GW solar module manufacturing plant at MPSEZ, Naidupeta. The plan includes a 100 MW captive solar power plant to ensure a reliable energy supply and reduce operating costs.
The stock is considered highly overvalued with a high price-to-book ratio and a significant percentage of promoter shares (over 88%) are pledged, which is a potential risk factor.
The company previously approved a significant expansion plan valued at approximately ₹3,000 crore to reach a total capacity of 5.2 GW of solar cells and 4.5 GW of solar modules by June 2028.
Adani Ports and Special Economic Zone Ltd
Adani Ports reported a strong operational performance in December 2025, with total cargo handling reaching 41.90 MMT, a 9% year-over-year (YoY) increase. Container volumes were a primary driver, growing by 18% YoY & An EGM is scheduled for February 2, 2026, to seek shareholder approval for significant related-party transactions worth over $4.28 billion.
The Adani Group announced a commitment to invest ₹1.5 lakh crore in the Kutch region over the next five years, with plans to double the capacity of the Mundra port in the next decade.
Lodha Developers Ltd
The company has been in the news for its strong operating performance, including a 25% increase in pre-sales to ₹5,620 crore in Q3 FY26. It also acquired five land parcels in Q3, valued for projects worth ₹34,000 crore, and plans further expansion in key markets like the Mumbai Metropolitan Region, Pune, and Bengaluru.
Vedanta Ltd
The National Company Law Tribunal (NCLT) Mumbai Bench approved the demerger scheme for several Vedanta subsidiaries, including the power business. This moves the company closer to its plan of creating five separate listed entities to unlock value for shareholders, who will receive one share in each new company for every share held in the parent entity.
