Share Market Today Highlights 03 October 2025: Stock markets end higher for 2nd day; metal stocks soar
1) Hariom Pipe Industries (Should have done better)
Q2 Sales Volume: 60,150 MT (+7.3% YoY)
H1FY26 Volume: +21.3% YoY
Value Added Products Share:- 97%
Outlook: Demand momentum strong in the second half of FY26→ infra, housing, rural markets
2) Unimech Aerospace
Revenue: Expected to be marginally lower QoQ (vs Q1 FY26)
Reason: US tariffs → weaker realizations, delayed orders
Profit: Also lower QoQ
Guidance: FY26 revenue target tough under tariff headwinds
3) Sai Silks (Kalamandir) (Decent)
Q2 Sales: ₹444 cr vs ₹347 cr (+28% YoY)
H1 Sales: +34% YoY
Stores: 5 new in Q2 (1-Varamahalakshmi, 4-Valli)
Expansion: 10 new stores planned (6-Varamahalakshmi, 4-Valli)
4) V-Mart Retail (Good)
Revenue: ₹807 cr vs ₹661 cr (+22% YoY)
SSSG: +11% (V-Mart +11%, Unlimited +11%)
Stores: Opened 25, closed 2 → total 533
5) Bansal Wire (Decent)
Q2 Volume: 1,14,609 MT (+45.9% YoY, +10.1% QoQ)
H1 Volume: 2,18,709 MT (+41.6% YoY)
Note: Check revenue growth trend
— Q1 vol. growth > revenue growth
6) CSL Finance (Good)
AUM: ₹1,380 cr (+27.4% YoY)
New lenders: 2 added; 5 existing increased term loans
Q2 Loans disbursed: ₹290 cr; Collections: ₹228 cr
7) Karur Vysya Bank (Good)
Deposits: +15.3% YoY, +3.6% QoQ
Advances: +15.5% YoY, +3.7% QoQ
8) SG Finserve (Decent)
YoY not comparable
Loan Book: ₹2,504 cr (Q1FY26) → ₹2,878 cr (Q2FY26) → +15% QoQ
Avg. Loan Book: ₹2,409 cr (vs ₹2,096 cr in Q1)
9) APL Apollo Tubes (Neutral)
Q2 Volume: 8,55,037 Ton (+13% YoY, +8% QoQ)
H1 Volume: 16,49,387 Ton (+11% YoY)
10) HUDCO (Decent)
Loan Sanctions: H1 ₹92,710 cr (vs FY25 ₹1,27,952 cr)
Loan Disbursements: H1 ₹25,838 cr
Q2 ₹13,026 cr (+43.6% YoY)
11) IREDA (Decent)
Loan Sanctions: ₹33,148 cr (+86% YoY)
Disbursements: ₹15,043 cr (+54% YoY)
Loan Book Outstanding at the end at ₹84,445 cr (+31% YoY)
12) Hi-Tech Pipes
Q2 Volume: 1,25,218 MT (+1.8% YoY)
H1 Volume: 2,49,245 MT (+1.7% YoY)
Outlook: New capacities Going live→ stronger growth from Q3FY26
