Tata Consumer Products experienced significant sales disruption for brands like Capital Foods and Organic India during the GST rate cut transition, exceeding expectations. While the ready-to-drink business remained unaffected due to impulse buying, other categories saw a slowdown as trade partners adjusted to new pricing.

Tata Consumer Products Q2 Results: Revenue from operations rose to Rs 4,966 crore from Rs 4,214 crore in the year-ago period.

Square Yards reported a 43% YoY revenue jump to ₹455.5 crore in Q2FY26, driven by fintech-led India operations and a 75% surge in transaction value. The firm turned profitable with ₹23 crore EBITDA for H1 and improved margins from scale and tech efficiencies.

State Bank of India is expected to post muted Q2FY26 results, with profit estimated between ₹17,700–₹18,800 crore, down up to 17% YoY. Strong loan growth may be offset by margin compression, weak treasury income, and lower operating profit.

Oyo parent PRISM will soon introduce a new, simplified bonus structure covering all shareholders, including CCPS holders, after withdrawing its earlier proposal. The revised plan promotes fairness, transparency, and governance-first growth without any opt-in requirement.

Bharti Airtel’s Q2 net profit soared 83% YoY to ₹6,791.6 crore, driven by higher ARPU, premiumisation, and robust growth in India and Africa operations, surpassing analyst expectations. Consolidated revenue rose 25.7% YoY to ₹52,145 crore.

Indian financial technology firm Pine Labs trimmed the size of its initial public offering as existing shareholders wanted to sell a smaller portion of their holding at the set price band, CEO Amrish Rau told Reuters in an interview.

As many as seven companies, including Softbank-backed e-commerce firm Meesho and Temasek-backed e-commerce enablement platform Shiprocket, have secured Sebi s approval to raise nearly Rs 7,700 crore collectively, through initial public offerings (IPO), an update with the markets regulator showed on Monday.

The Sensex closed near 84,000 with a modest 40-point rise, while 10 stocks from the BSE Consumer Discretionary Index, including Thangamayil Jewellery and JK Tyre, hit 52-week highs, signalling bullish momentum and investor optimism in the sector.

Cigarette maker Godfrey Phillips India on Monday reported an increase of 22.8 per cent in consolidated net profit at Rs 304.99 crore for the September quarter of FY 26.