As over 130 companies prepare to release their Q4 earnings today, key players across infrastructure, banking, aviation, gaming, and utilities have already begun shaping the market mood. From NHPC’s net profit surge and UGRO Capital’s fresh capital infusion to GMR Airports’ strategic takeover and DLF’s ambitious pre-sales forecast, traders have a lot of interesting options for today's session. Indian markets opened strong today and NSE Nifty was trading nearly 170 points higher at the time of publication of this report.

NHPC Reports 52% Profit Surge, Declares Final Dividend

Hydropower major NHPC Ltd reported a 52% YoY jump in consolidated net profit to Rs. 919.63 crore for Q4FY25, up from Rs. 605 crore in the same quarter last year. The growth was attributed to higher operational income, which rose to Rs. 2,672.11 crore, compared to Rs. 2,320.18 crore in Q4FY24.

In line with its performance, NHPC’s board recommended a final dividend of Rs. 0.51 per share, marking a continuation of its shareholder-friendly policies. The payout is subject to approval at the company’s upcoming Annual General Meeting.

L&T Faces Judicial Setback in Rs. 6,000 Cr Infrastructure Bid

The Bombay High Court has denied interim relief to Larsen & Toubro (L&T) in its legal tussle over the Rs. 6,000 crore Thane-Ghodbunder–Bhayandar tunnel and elevated road project.

A vacation bench ruled that public interest takes precedence, allowing the Mumbai Metropolitan Region Development Authority (MMRDA) to open financial bids. The judgment paves the way for continued progress in one of Maharashtra’s largest mobility projects, dealing a strategic blow to L&T’s position.

GMR Airports Takes Over Delhi Cargo Operations Amid Security Concerns

Following the revocation of Celebi’s security clearance by India’s civil aviation regulator, GMR Airports Ltd (GAL) has assumed full control over cargo operations at Delhi International Airport.

The transition, prompted by a national security directive, was swift. Delhi airport operator DIAL confirmed on Tuesday that GMR has now taken charge of both ground handling and cargo terminal services, previously managed by Turkish firm Celebi.

This move is expected to streamline logistics and restore confidence among freight operators and international stakeholders.

UGRO Capital to Raise Rs. 1,315 Cr to Bolster Lending Operations

UGRO Capital, a non-banking finance company focused on small business lending, unveiled plans to raise up to Rs. 915 crore via compulsory convertible debentures, in addition to Rs. 400 crore through a rights issue.

This capital raising effort is expected to raise UGRO’s capital adequacy to 29.4%, up from 19.41% as of March 2025, offering ample headroom for growth in AUM.

Assets Under Management (AUM) stood at Rs. 12,003 crore, up from Rs. 9,047 crore in FY24.

Gross NPA rose marginally to 2.3%, from 2% YoY.

Dredging Corporation Rebounds with Rs. 21.39 Cr Profit

After posting a loss in Q4FY24, Dredging Corporation of India (DCI) swung back into profitability with a Q4FY25 net profit of Rs. 21.39 crore.

Total income surged 67% to Rs. 464.38 crore, compared to Rs. 278.80 crore in the same quarter last year.

CEO Durgesh Kumar Dubey emphasized plans to maintain momentum and improve quarterly profitability trends.

The turnaround reflects stronger project execution and better fleet utilization in key ports and river dredging operations.

JK Tyre Reports 42.5% Profit Dip Amid Cost Pressures

Automotive tyre manufacturer JK Tyre & Industries Ltd reported a 42.5% drop in Q4 net profit to Rs. 98.66 crore, compared to Rs. 171.66 crore a year ago.

Revenue increased marginally to Rs. 3,758.6 crore

Expenses rose sharply to Rs. 3,633.18 crore from Rs. 3,437.9 crore

The decline was primarily attributed to elevated input costs and adverse currency fluctuations, both of which have impacted sector margins in recent months.

DLF Aims Rs. 22,000 Cr Pre-Sales in FY26 Amid Luxury Housing Boom

Riding high on record-breaking pre-sales in FY25, real estate giant DLF Ltd announced a pre-sales target of Rs. 20,000–22,000 crore for FY26, reflecting sustained demand for premium and luxury housing.

FY25 sales hit an all-time high of Rs. 21,223 crore, a 44% jump from Rs. 14,778 crore in FY24.

Management cited robust demand in urban metros and growing appetite for gated, high-end residential communities.

This target positions DLF to extend its dominance in the high-margin housing market, particularly in the National Capital Region (NCR) and southern metros.

Nazara Technologies Acquires Curve Digital in Rs. 247 Cr Deal

Indian gaming major Nazara Technologies has acquired UK-based Curve Digital Entertainment (CDEL) for Rs. 247 crore, marking a strategic push into the console and PC gaming segment.

The acquisition was executed by Nazara Technologies UK, a wholly-owned subsidiary.

With this move, Nazara gains access to global IPs, new genres, and expanded reach across North America, Europe, and Asia Pacific.

This acquisition reinforces Nazara’s global ambitions and diversifies its product suite beyond mobile-first gaming.