Quarterly earnings, leadership changes, and fresh contract wins kept several companies in the news. From telecom and metals to pharma and defence, corporate updates painted a mixed picture of growth and challenges. While some firms reported strong profit gains, others remained under pressure from muted demand and rising costs. Here is a look at the stocks likely in focus today.
Market recap
The Indian stock markets closed on a positive note on November 10. The Sensex rose 0.38% to end at 83,535.35, while the Nifty 50 advanced 0.32% to close at 25,574.35.
Stocks to watch today, November 11
Tata Motors
Tata Motors commercial vehicles business will make its separate stock market debut on Tuesday, November 12, the next step in the automaker’s demerger plan. The restructuring has split the company into two independent units – one for commercial vehicles and the other for passenger vehicles, which includes electric models and Jaguar Land Rover (JLR). The new entity, Tata Motors Commercial Vehicles (TMLCV), will be listed on both the BSE and NSE. Trading in its shares will begin under the ticker symbol “TATAMOTORSCV.”
ONGC
Oil and gas major ONGC posted a 28.2% year-on-year jump in consolidated net profit to Rs 12,615 crore for the September quarter (Q2 FY26).
Vodafone Idea
Vodafone Idea posted a loss of Rs 5,524 crore for the September 2025 quarter. That’s its lowest quarterly loss in 19 quarters, down from Rs 6,608 crore in the previous quarter. Revenue inched up 1.6% quarter-on-quarter to Rs 11,194 crore, while EBITDA also grew 1.6% to Rs 4,684.5 crore. The telecom major’s operating margin improved slightly to 41.9% from 41.8% in Q1 FY26.
Jindal Stainless
Jindal Stainless (JSL) reported a sharp 32% rise in net profit, touching Rs 806.9 crore in Q2 FY26. Revenue rose 11.4% year-on-year to Rs 10,892 crore, while EBITDA jumped 16.9% to Rs 1,387.9 crore. Operating margins improved to 12.7% from 12.1% last year.
Britannia
In a major management change, Varun Berry has stepped down as Executive Vice-Chairman, Managing Director, and CEO of Britannia Industries. His resignation takes effect from the close of business on November 10, 2025. The board has waived his notice period and confirmed that Berry will also step down from multiple board committees, including CSR, Risk, Finance, and IT.
Glenmark
Glenmark Pharmaceuticals announced that its arm Glenmark Specialty S.A. has received approval from China’s NMPA for RYALTRIS Compound Nasal Spray (GSP 301 NS). The spray is designed to treat Allergic Rhinitis in both adults and children.
BEL
Bharat Electronics (BEL) has won additional orders worth Rs 792 crore, adding to the Rs 633 crore in orders disclosed on October 30. The new contracts cover network upgrades, radars, drones, communication systems, and combat management solutions. BEL said the deals also include spares, services, and system upgrades for defence applications.
HEG
Graphite electrode maker Hindustan Electro Graphites (HEG) reported a 72.7% rise in profit at Rs 143 crore in the September quarter. Revenue climbed 23.2% to Rs 699.2 crore, while EBITDA grew 23% to Rs 118.4 crore. Operating margins, however, stayed flat at 17%, unchanged from last year.
HUDCO
Public sector lender HUDCO reported a 3% year-on-year rise in profit to Rs 709.8 crore for the September quarter. Net interest income (NII) saw strong growth, jumping 31.8% to Rs 1,050 crore, compared with Rs 797 crore a year earlier.
Triveni Turbine
Triveni Turbine posted a nearly flat profit of Rs 91.2 crore, up just 0.3% year-on-year. Revenue inched up 1% to Rs 506.2 crore, while EBITDA improved 2.3% to Rs 114.2 crore. Margins stayed stable at 22.6%, compared with 22.3% a year ago.
