Paytm, the parent company of the e‑wallet brand, posted a profit after tax of ₹225 crore for the September quarter (Q2 FY27), a rise of more than ten‑fold from ₹21 crore a year earlier on a reported basis, marking its sixth straight profitable quarter. Operating revenue climbed 28 % year‑on‑year to ₹2,648 crore, driven by sustained momentum across merchant and consumer businesses, expanded monetisation and AI adoption. EBITDA surged 90 % year‑on‑year to ₹270 crore, with the margin expanding to 10 %, the first time it reached double digits. For H1 FY27, PAT more than tripled to ₹445 crore from ₹144 crore a year earlier.

The domestic stock market is expected to open gap‑down on Tuesday, with GIFT Nifty futures indicating that the NIFTY50 index may open around 101 points lower. Earnings are slated for 110 companies today, as per the BSE, with September quarter (Q2 FY27) results due. The list includes major names such as Larsen & Toubro, Maruti Suzuki India, Bajaj Auto, Tata Steel, Mazagon Dock Shipbuilders, Cipla and SBI Life Insurance Company. Other companies on the list include Tata Capital, Indus Towers, Steel Authority of India, Waaree Energies, JSW Infrastructure, Schaeffler India and Radico Khaitan, among others.

Tata Consumer Products Ltd (TCPL) reported a 15.65 % year‑on‑year increase in consolidated net profit to ₹470.14 crore for the September quarter (Q2 FY27), driven by volume growth in domestic business, improved margins, price increases and effective input‑cost management. Net profit rose from ₹406.51 crore a year earlier. Revenue from operations climbed 14 % to ₹5,661.13 crore, up from ₹4,965.9 crore a year ago, largely due to strong domestic volume growth, healthy performance across growth businesses and sustained execution across product categories, said CFO Ashish Goenka. Improved operating margins and calibrated price increases supported the profit growth.

JBM Auto Ltd reported a 12.46 % increase in net profit to ₹58.76 crore for the second quarter ended September, driven by revenue growth in the auto components and electric vehicle (EV) segments. Net profit rose from ₹52.25 crore a year earlier. Revenues, including other operating income, stood at ₹1,656.37 crore, up 21.06 % from ₹1,368.24 crore in Q2 FY26. The auto components business grew 24.68 % to ₹1,036.97 crore, while the EV business registered 21.84 % revenue growth to ₹548.33 crore. The company delivered 578 electric buses in the quarter, taking its e‑bus fleet past 4,000 buses and expanded its mobility presence to more than 50 depots.

REC Ltd posted a 21.23 % year‑on‑year decline in consolidated net profit to ₹3,477.73 crore for the July‑September quarter of FY27, down from ₹4,414.93 crore a year earlier. Interest income stood at ₹14,669.49 crore, a marginal 0.5 % increase from ₹14,589.97 crore in Q2 FY26. Total revenue from operations dipped 1 % year‑on‑year to ₹15,000.40 crore, compared with ₹15,152.67 crore a year‑ago quarter. The company cited high power offtake and technology‑driven credit assessment as drivers of strong assets‑under‑management growth. Its focus on technology‑driven credit assessment and customer‑centric solutions resulted in strong AUM growth overall.

Defence stocks are expected to dominate the market on Tuesday after the government cleared procurement proposals worth ₹2.12 lakh crore for a range of military platforms and weapon systems on Monday. The proposals, approved by the Defence Acquisition Council chaired by Defence Minister Rajnath Singh, include light multi‑role helicopters, long‑range kamikaze drones and radars aimed at strengthening the armed forces' combat capabilities. Other companies highlighted for the day include Waaree Energies, JSW Infrastructure, Schaeffler India and Radico Khaitan, while Blue Dart Express announced a new B2C cross‑border parcel service, International Parcel Connect, targeting e‑commerce businesses and SMEs.