PRE-MARKET INDIAN STOCKS NEWS: Earnings including Apollo Tyres, HUDCO, JSW Steel & United Spirits

Adani Enterprises (ADE IS) - GQG Partners Emerging Markets Equity Fund sold 5.89mln shares representing a 0.45% stake in the Co. to SBI Mutual Fund for INR 14.35bln at INR 2,435.6/shr. (Moneycontrol)

Apollo Tyres (APTY IS) - Co. Q4 (INR) net rose 241.8% Y/Y to 6.31bln, rev. rose 14.2% Y/Y to 73.36bln. (Moneycontrol)

Bharti Airtel (BHARTI IS) - Co. plans to set up 56 edge data centres over the next 18-24 months as part of plans to scale up the business segment. (Economic Times)

DLF (DLFU IS) - Co. is targeting INR 200bln worth of sales bookings in FY26, unchanged from FY25, supported by a strong residential project launch pipeline across Gurugram, Mumbai and Goa. (Economic Times)

Housing & Urban Development Corporation (HUDCO IS) - Co. Q4 (INR) net rose 172.3% Y/Y to 19.81bln, net interest income rose 16.6% Y/Y to 11.50bln. (Moneycontrol)

Jio Financial Services (JIOF IS) - Morgan Stanley Asia Singapore purchased 2.68mln shares representing a 0.04% stake in the Co. from Goldman Sachs Bank Europe. (Moneycontrol)

JSW Steel (JSTL IS) - Co. Q4 (INR) net rose nearly 11-fold Y/Y to 163.70bln, rev. rose 14.2% Y/Y to 511.80bln. (Moneycontrol)

Ola Electric Mobility (OLAELEC IS) - Co. is in talks with several global and domestic automakers to supply lithium-ion cells and battery packs from its Krishnagiri gigafactory, according to PTI. (Economic Times)

Tata Motors Passenger Vehicles (TMPV IS) - Co. Q4 (INR) net fell 31.7% Y/Y to 57.83bln, rev. rose 7.2% Y/Y to 1.05tln. (Moneycontrol)

United Spirits (UNSP IS) - Co. Q4 (INR) net rose 28% Y/Y to 5.39bln, rev. rose 3.7% Y/Y to 30.54bln. (Moneycontrol)

Welspun Enterprises (WELENT IS) - Co. Q4 (INR) net rose 44.9% Y/Y to 1.45bln, rev. rose 13.8% Y/Y to 11.99bln. (Moneycontrol)

Context

Several major Indian companies have reported their quarterly earnings, showing significant growth in net income for many. Apollo Tyres and JSW Steel both demonstrated impressive year-over-year increases, suggesting robust operational performance. This could positively influence market sentiment towards these stocks and the broader Indian equity market as investors react to strong earnings amid ongoing economic recovery.

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