Tata Motors Demerger & ONGC Profit Surge! Stocks to WATCH on November 11!

In news across India's stock market, diverse corporate updates painted a mixed picture of growth and challenges for investors. **Tata Motors** is set to demerge its commercial vehicles business into a separate entity, Tata Motors Commercial Vehicles (TMLCV), which will list on the BSE and NSE under the ticker TATAMOTORSCV. Energy giant **ONGC** reported a significant 28.2% year-on-year increase in consolidated net profit to Rs 12,615 crore for the September quarter (Q2 FY26). Telecom firm **Vodafone Idea** reduced its quarterly loss to Rs 5,524 crore, showing improvement with a slight rise in revenue and EBITDA. **Jindal Stainless** posted a strong 32% jump in net profit to Rs 806.9 crore for Q2 FY26, with revenue also growing. In a major management shift, Varun Berry has resigned as Executive Vice-Chairman, Managing Director, and CEO of **Britannia Industries**. **Glenmark Pharmaceuticals** received approval from China’s NMPA for its RYALTRIS Compound Nasal Spray for allergic rhinitis. Defence manufacturer **Bharat Electronics (BEL)** announced winning additional orders worth Rs 792 crore for various defence applications. Graphite electrode maker **HEG** saw its profit rise by 72.7% to Rs 143 crore in the September quarter. Public sector lender **HUDCO** reported a 3% profit rise to Rs 709.8 crore, with strong growth in net interest income. **Triveni Turbine** posted a nearly flat profit of Rs 91.2 crore, with slight revenue and EBITDA increases.

Impact This news directly impacts investor sentiment and stock prices for the mentioned companies. The demerger of Tata Motors could unlock shareholder value. Strong earnings from ONGC and Jindal Stainless signal positive performance in their respective sectors, while BEL's order wins highlight growth in defence. Vodafone Idea's reduced loss is a step towards recovery. Britannia's CEO change might lead to strategic shifts. Overall, these updates provide insights into sector-specific health and corporate governance, influencing investment decisions. Rating: 7/10

Difficult Terms: Demerger: When a large company divides itself into two or more smaller, independent companies. Consolidated Net Profit: The total profit of a parent company along with all its subsidiaries, combined. EBITDA: Earnings Before Interest, Taxes, Depreciation, and Amortization, used to measure operating performance. Operating Margin: Profitability ratio showing revenue percentage after deducting costs. NMPA: China's National Medical Products Administration, the drug regulatory body. Allergic Rhinitis: A nasal inflammation caused by allergies. Net Interest Income (NII): The difference between interest income and interest paid by financial institutions.