Stocks to Watch: Tata Motors, Bajaj Finance, Blue Star, Voltas in Focus

A fresh trading day brings new developments in the stock market, and a few companies are set to make headlines. Earnings reports and financial updates have positioned Tata Motors, Bajaj Finance, Blue Star, and Voltas among stocks that could see sharp movements. Here’s a closer look at how these firms performed and what investors are watching.

Tata Motors Misses Estimates, Profit Declines

Tata Motors’ latest earnings report showed a mixed performance, with revenue growth but a sharp decline in net profit.

• The company’s net profit for Q3FY25 fell 23% year-on-year (YoY) to ₹5,451 Crore.
• Revenue rose 3% YoY to ₹1.13 Lakh Crore but missed market expectations of ₹1.16 Lakh Crore.
• EBITDA margin dropped to 11.5% from 13.9% in the same quarter last year.

Investors are likely to react to the weaker margins and profit decline. While revenue growth remains positive, the narrowing margin suggests pressure on profitability. With demand trends in focus, any commentary from management on the outlook for the next quarter will be closely watched.

Bajaj Finance Posts Strong Growth, NPA Inches Up

Bajaj Finance delivered an 18.4% YoY rise in net profit, but a slight increase in non-performing assets (NPA) might raise some concerns.

• Net profit came in at ₹4,308.20 Crore, surpassing expectations.
• Net Interest Income jumped 22.6% to ₹9,382.40 Crore.
• Gross NPA increased to 1.12% from 1.06% in the previous quarter, while Net NPA rose to 0.48% from 0.46%.
• Provisions were up 7% sequentially to ₹2,043.3 Crore.

A rise in NPAs, though marginal, signals a potential area of caution. However, the strong growth in core earnings and interest income suggests business momentum remains intact. Investors will look at the company’s commentary on asset quality and future lending strategy.

Blue Star Beats Estimates with Robust Earnings

Cooling solutions provider Blue Star delivered better-than-expected results, posting strong growth across key metrics.

• Net profit was reported at ₹132.5 Crore, exceeding projections of ₹122 Crore.
• Revenue rose 25.3% YoY to ₹2,807.4 Crore, outpacing estimates of ₹2,682 Crore.
• EBITDA surged 34.8% to ₹209.3 Crore, above expectations of ₹188 Crore.
• EBITDA margin improved to 7.5% from 7% a year ago.

This strong performance reflects healthy demand across its business segments. A rising EBITDA margin further strengthens the company’s earnings outlook. Investors may focus on how sustainable this growth trajectory is amid competitive pressures.

Voltas Swings Back to Profit, Margins Remain Under Pressure

Voltas returned to profitability in Q3FY25, reversing a loss in the previous corresponding quarter. However, earnings were below street estimates.

• The company reported a net profit of ₹130.80 Crore, marking a turnaround from last year’s loss.
• Revenue increased 18.3% YoY, indicating demand recovery.
• EBITDA stood at ₹197.40 Crore, missing estimates of ₹213 Crore.
• EBITDA margin was 6.4%, signaling pressure on profitability.

While the revenue recovery is a positive sign, the subdued margin performance suggests cost pressures persist. Investors will be keen to see whether the company can improve operational efficiency and sustain its growth in the coming quarters.