Bajaj Finserv has announced its investor presentation for the quarter and half year ended September 30, 2025. The presentation details the company’s financial results, including revenue, profit, and key performance indicators for its various subsidiaries like Bajaj Finance, Bajaj Allianz Life Insurance, and Bajaj Allianz General Insurance. Key highlights include growth in revenue, assets under management, and digital transformation initiatives.

Financial Performance Overview

Bajaj Finserv presents its performance summary for Q2 FY2026 and H1 FY2026. Consolidated revenue reached ₹37,403 Crore for the quarter, an 11% increase from the previous year. Profit after tax was ₹2,244 Crore, up by 8%. The company witnessed strong momentum during the festive season, especially in consumer finance.

Key Performance Indicators

• Total Revenue (Consolidated): ₹37,403 Crore (Q2 FY2026)
• Profit After Tax (Consolidated): ₹2,244 Crore (Q2 FY2026)
• Net Worth (Consolidated): ₹76,490 Crore (Q2 FY2026)

The growth in PAT excluding MTM gain/loss and including realized equity gains booked under OCI for the quarter was 12%.

Subsidiary Performance

Bajaj Finance Ltd.

Bajaj Finance reported healthy AUM growth of 24% to ₹462,261 Crore. Achieved PAT growth of 22% during the quarter to ₹4,876 Crore. Booked 1.22 crore new loans and added 0.41 Crore new customers. Benefits from AI investments are visible in cost ratio improvement.

Bajaj Allianz General Insurance

Bajaj Allianz General Insurance witnessed a 9.2% increase in Gross Written Premium, reaching ₹6,413 Crore. Profit after tax for Q2 FY2026 stood at ₹517 crore. The company continues to have a strong Solvency Margin at 339%.

Bajaj Allianz Life Insurance

Bajaj Allianz Life Insurance reported a 17.1% increase in New Business Margin. VNB for Q2 FY2026 is ₹367 crore. Profit after tax for Q2 FY2026 stood at ₹13 crore, impacted by GST. Solvency remains strong at 346%.

Bajaj Finserv Health

Consolidated Revenue for Q2 FY2026 is ₹285 crore, up by 22%. The company launched a rider product for motor accident benefit along with one large insurer. Vaccination service for corporates was launched with one major manufacturer in India.

Bajaj Finserv Direct

Consolidated Revenue from operations for Q2 FY2026 at ₹83 crore. Total partners stand at 101 as at 30 Sept 2025.

Bajaj AMC

As of 30 Sept 2025, total AUM stands at ₹28,814 crore, an increase of 15% from June 2025. Equity mix stands at 52%.

Strategic Direction

The company is focused on delivering sustainable profitable growth, achieving meaningful market share, and leveraging digital capabilities for enhanced customer experience.

Source: BSE

Syrma SGS Technology’s Monitoring Agency Report, issued by CRISIL Ratings, indicates that proceeds from the IPO have been utilized as intended through September 30, 2025. The funds were primarily allocated towards capital expenditure and expansion of manufacturing facilities, with no deviations from the original objectives outlined in the offer document. The report confirms adherence to regulatory guidelines and transparency in fund utilization.

IPO Proceeds Utilization

A report by CRISIL Ratings Limited confirms that Syrma SGS Technology has properly utilized the net proceeds from its Initial Public Offering (IPO) as of September 30, 2025. The funds were allocated towards the intended objectives, specifically for capital expenditure and expansion of manufacturing facilities. The report indicates effective management and monitoring of IPO funds.

Key Findings

According to the monitoring agency’s assessment, all utilization aligns with the disclosures made in the Offer Document.

• Capital Expenditure and Expansion: Proceeds supported capital expenditure initiatives, contributing to the expansion and setup of manufacturing facilities.

  There were no material deviations from the expenditures originally disclosed.

Financial Details

Here’s a summary of the IPO proceeds allocated as of September 30, 2025:

• R&D and Facility Expansion: ₹3,209.15 million out of the proposed ₹4,030.00 million has been utilized for the development of a R&D facility and expansion/setting up of manufacturing facilities.

• Working Capital: ₹1,315.13 million out of the proposed ₹1,315.80 million for working capital requirements has been utilized.

• General Corporate Purposes: ₹1,900.00 million has been used for general corporate purposes.

Unutilized Proceeds

The unutilized proceeds have been invested in the following instruments:

• Balance in HDFC Monitoring Agency Account: ₹3.70 million

• RBL Bank Fixed Deposit: ₹495.60 million

• RBL Bank Fixed Deposit: ₹684.91 million

The monitoring agency report confirms that the remaining amount will be utilized as per the proposed schedule.

Source: BSE

Shyam Metalics has announced its sales release for October 2025. The release provides a consolidated overview of sales performance across various product categories including Stainless Steel, Aluminium Foil, Pellet, Speciality Alloys, Carbon Steel, CR Coil/CR Sheets and Sponge Iron. Sales volumes and average realisations are detailed, along with YoY and MoM comparisons to provide a comprehensive view of the company’s sales trends.

October Sales Performance Overview

Shyam Metalics has released its sales data for the month ending October 31, 2025, offering insights into the performance of its key product segments.

Stainless Steel

Sales volume for Stainless Steel reached 6,372 MT in October 2025, a 2.47% decrease YoY. The average realisation was ₹1,37,420/MT, a 0.68% increase YoY. Compared to September 2025, sales volume decreased by 12.00% and realisation increased by 0.13%.

Aluminium Foil

Aluminium Foil sales volume was 1,369 MT in October 2025, representing an 11.59% decrease YoY. Average realisation stood at ₹3,80,647/MT, an 11.94% increase YoY. MoM sales volume decreased by 33.42% and average realisation decreased by 3.28%.

Pellet

In October 2025, Pellet sales volume reached 90,711 MT, a significant 43.13% increase YoY. Average realisation was ₹9,297/MT, a 9.34% increase YoY. MoM sales volume increased by 10.15% with realisation increasing by 0.28%.

Speciality Alloys

Speciality Alloys sales volume in October 2025 was 16,189 MT, a 7.99% decrease YoY. The average realisation was ₹93,223/MT, a 7.42% decrease YoY. Sales volume decreased MoM by 7.23%, and realisation decreased by 8.06%.

Carbon Steel

Carbon Steel sales volume totalled 1,33,000 MT, representing a 0.75% increase YoY. Average realisation was ₹40,052/MT, a 10.27% decrease YoY. Compared to the previous month, sales volume decreased by 10.36% and realisation decreased by 2.64%.

CR Coil/ CR Sheets

Sales volume for CR Coil/CR Sheets reached 13,050 MT, a substantial 1851.54% increase YoY. Average realisation was ₹75,337/MT, a 34.65% increase YoY. Sales volume increased by 11.49% MoM with realisation increasing by 2.05%.

Sponge Iron

Sponge Iron sales volume was 83,960 MT, a 16.31% decrease YoY. Average realisation was ₹22,777/MT, a 13.48% decrease YoY. Sales volume increased by 38.42% MoM, while realisation decreased by 3.28%.

Source: BSE

Syrma SGS Technology has released the Monitoring Agency Report for the second quarter of fiscal year 2026. The report, issued by CARE Ratings, covers the utilization of proceeds from the Qualified Institutional Placement (QIP). The report highlights that ₹683.462 crore was used for repayment and/or pre-payment of outstanding borrowings. As of September 30, 2025, unutilized amount stands at ₹297.048 crore invested in fixed deposits and current accounts.

QIP Proceeds Utilization

Syrma SGS Technology’s Monitoring Agency report indicates that a significant portion of the QIP proceeds has been allocated towards debt reduction. A total of ₹683.462 crore was directed towards repaying or prepaying existing borrowings. This move is aimed at strengthening the company’s financial position and optimizing its capital structure, reducing the overall financial burden.

Unutilized Funds

As of September 30, 2025, Syrma SGS Technology retains ₹297.048 crore of the QIP proceeds, and the entire amount is placed in fixed deposits and a current account. According to the report, ₹224.262 crore is earmarked for general corporate purposes, while ₹25.738 crore is assigned to issue-related expenses.

Fixed Deposit Details

The unutilized funds are strategically invested in short to medium-term fixed deposits with various banks to optimize returns while maintaining liquidity. The report specifies investments across ICICI Bank (₹17.000 crore), SBI Bank (₹65.005 crore), HDFC Bank (₹65.347 crore), Axis Bank (₹50.304 crore), RBL Bank (₹50.000 crore), and YES Bank (₹50.000 crore). There is also ₹0.048 crore in an ICICI CC Account.

No Major Deviations

The Monitoring Agency confirms that the utilization of funds aligns with the objectives outlined in the Offer Document. There are no reported deviations from the intended use of the QIP proceeds. All necessary government and statutory approvals are in place.

Source: BSE