By Soumya Ranjan Larsen & Toubro, Lodha Developers, Phoenix Mills, Balkrishna Industries, posted mixed December quarter results with varied profit and revenue trends. Here are few stocks to watch ahead of Thursday’s trading session.
Lodha Developers
While revenue increased 14.4% to ₹4,672 crore from ₹4,083 crore a year earlier, the real estate major recorded a slight 1.3% year-over-year gain in net profit at ₹956.9 crore for the December quarter, compared with ₹944.4 crore in the same time last year. The operating margin decreased to 30.3% from 32% during the same period last year, while EBITDA increased 8.4% YoY to ₹1,415 crore from ₹1,305 crore.
Larsen & Toubro
For the December quarter, L&T released a mixed bag of results. Net profit was ₹3,215 crore, down 4.3% year over year from ₹3,359 crore and below the CNBC-TV18 poll expectation of ₹4,380 crore. Despite falling short of the Street’s forecast of ₹73,691 crore, revenue increased 10.5% year over year to ₹71,449 crore. Operating margin increased to 10.4% from 9.67% a year ago and 9.95% anticipated, while EBITDA increased 18.6% to ₹7,416 crore, exceeding the poll forecast of ₹7,329 crore. A labor code impact of ₹1,344 crore was also recorded by the corporation for the quarter.
Cochin Shipyard
The company’s December quarter performance was mixed, with revenue rising 17.7% to ₹1,350.4 crore from ₹1,147.6 crore a year earlier, while net profit fell 18.3% year over year to ₹144.6 crore from ₹177 crore. Operating margin decreased to 13.8% from 20.7% in the same period last year, while EBITDA dropped 21.5% to ₹186.6 crore from ₹237.6 crore. Additionally, for FY26, the firm announced a second interim dividend of ₹3.50 per equity share, with a record date of February 3, 2026, and a payment deadline of February 26, 2026.
Phoenix Mills
With net profit increasing 4.2% year over year to ₹275.8 crore from ₹264.7 crore during the same period previous year, the company posted a strong December quarter. EBITDA jumped 18.6% to ₹655.8 crore from ₹552.9 crore, while revenue expanded 15% to ₹1,121 crore from ₹975 crore a year earlier. Better operating efficiency is reflected in the operating margin, which increased to 58.5% from 56.7% in the same quarter last year.
Star Health and Allied Insurance
With net profit falling 40.5% year over year to ₹128.2 crore from ₹215 crore, the business experienced a poor December quarter. While the net earned premium increased 11.9% to ₹4,250 crore from ₹3,799 crore in the same period last year, the underwriting loss increased significantly to ₹124.9 crore from ₹48.9 crore. From ₹152.5 crore to ₹69.2 crore a year ago, operating profit fell 54.6%.
GPT Infraprojects
The company’s December quarter performance was mixed; while revenue increased 2.1% to ₹283.9 crore from ₹278 crore a year earlier, net profit decreased 6% year over year to ₹20.1 crore from ₹21.4 crore. The operating margin improved to 13.4% from 12.3% in the same period last year as a result of an 11.7% increase in EBITDA to ₹38.2 crore from ₹34.2 crore.
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Disclaimer: This narrative is solely intended for educational reasons. The opinions and suggestions expressed above are not those of the Times of Dalal Street, but rather those of specific analysts or broking firms. Before making any financial decisions, we suggest investors to consult with qualified specialists.
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