IN Stocks Q3 Earnings Updates: Bajaj Auto, Cholamandalam, NTPC Announce Results

The India Q3 earnings cycle is still active, and the majority of the firms have already announced their financial performance during the October-December quarter. More than 150 companies, such as Bajaj Auto, NT, PC, and Cholamandalam Investment and Finance, have declared outcomes on January 30, 2026, which are closely followed by the investors and the market watchers.

Bajaj Auto: Consistent Growth in Tough Markets

• Q3 Earnings: Bajaj Auto reported a consolidated net profit of ₹2,196 crore for the October–December 2025 quarter, marking an 8% increase compared to the same period last year. Revenue climbed to ₹13,169 crore, surpassing analysts’ expectations.
• Profit & Revenue Growth: Both grew despite global demand challenges.
• Sales Performance: Robust demand in both domestic and international markets helped lift revenue.
• Margins: The company maintained healthy margins and delivered strong EBITDA.
• Takeaway: Bajaj Auto is a business that has been in a position to increase its margins and, in the process,s has been able to keep its financial management under control,l which means stability and strength in the automobile sector.

Cholamandalam Investment & Finance: Lending and Earnings on Track

• Q3 Expectations: Analysts projected ~6% YoY revenue growth and ~12% profit rise for Oct–Dec 2025.
• Revenue & Profit Growth: It is supposed to be greater than the previous year.
• Key Metrics: Analysts focused on AUM, loan disbursements, and margins.
• Business Segments: Vehicle finance, home loans, SME lending, and other credit products form a diversified model.
• Takeaway: Steady lending activity and improving profitability, even in a credit-tight environment.

NTPC: Power Sector Earnings and Renewables Portfolio

• Standalone Revenue: NTPC Green Energy Ltd reported ₹446.81 crore in operations revenue.
• Standalone PAT: The company recorded lowerafter-taxx profitof  60.27 crore as compared to 89.42 crore recorded in the same quarter in the previous year.
• Consolidated Revenue & Profit: Revenue ₹653.29 crore, profit ₹17.32 crore, reflecting higher expenses.
• Takeaway: The clean energy division faced earnings pressure; costs rose even though revenue increased.

Market Implications

• Bajaj Auto: This company surpassed the profit forecasts since the local and foreign customer markets were strong.
• Cholamandalam: Rising revenue and profit reflect steady credit demand for NBFCs.
• NTPC: Renewable earnings slowdown shows even stable companies face volatility from rising costs.
• Investor Impact: Q3 earnings play a key role in shaping market movements and guiding investor confidence for the upcoming quarter.

Conclusion

The Q3 earnings season has revealed a combination of strong performances and sector-specific challenges across industries. Bajaj Auto showcased steady growth, with profits rising and revenue expanding, reflecting strong demand both domestically and in export markets. Cholamandalam Investment & Finance maintained its trajectory of steady lending growth, indicating that credit demand continues to support NBFC profitability. Meanwhile, NTPC’s green energy arm faced headwinds, with profit margins contracting despite higher revenues, underscoring the pressures of rising costs in the power sector. Taken together, these Q3 earnings provide investors with valuable insights into sectoral performance and company-specific strengths, helping shape expectations for the remainder of FY26 and informing strategic investment decisions.

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