Q2 Results Live: DLF, Punjab National Bank, Bajaj Housing Finance, Federal Bank, LTM, Oberoi Realty In Focus
DLF reported results.
· NDTV Profit, Business Today Mkts
Investors will track earnings from real estate, banking, consumer, telecom and technology companies, with DLF, PNB, Bajaj Housing Finance, Federal Bank, LTM, Oberoi Realty and Tejas Networks among the key names reporting September-quarter results.
The analysis
Against that, the stock is -0.4% on the day at ₹691.55, and has returned +5.6% over three months. It sits 11% below its 52-week high. The real estate sector has moved -13.7% over the same period, so DLF is running 19.3 points ahead of its peers.
For DLF, the question is how much of this is already reflected in the price and how much re-rates the real estate peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- The 6 companies named span 4 sectors, so these are separate company stories rather than one sector-wide move.
- On the day, 1 of 6 are higher: Oberoi Realty leads at +0.4% and Tejas Networks trails at -3.3%.
- Over three months: DLF +5.6% against Real Estate -13.7% (19.3 points ahead); Punjab National Bank +10.0% against Banks -6.0% (16.0 points ahead); Bajaj Housing Finance -10.5% against Financial Services -14.9% (4.4 points ahead); Federal Bank -4.1% against Banks -6.0% (1.9 points ahead).
- At least 25% below the 52-week high: Bajaj Housing Finance (30%) and Tejas Networks (36%).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| DLFDLF · Real Estate | ₹691.55 | -0.4% | +2.6% | +5.6% | -11.0% | 1.3× | — |
| Punjab National BankPNB · Banks | ₹122.85 | -0.8% | +8.7% | +10.0% | -7.2% | 1.1× | — |
| Bajaj Housing FinanceBAJAJHFL · Financial Services | ₹77.42 | -0.6% | -5.6% | -10.5% | -30.1% | 1.0× | — |
| Federal BankFEDERALBNK · Banks | ₹339.70 | -2.3% | +7.0% | -4.1% | -8.6% | 0.5× | — |
| Oberoi RealtyOBEROIRLTY · Real Estate | ₹1,646.50 | +0.4% | -6.8% | -9.3% | -15.7% | 1.1× | — |
| Tejas NetworksTEJASNET · Telecom & Media | ₹402.95 | -3.3% | -17.1% | -20.5% | -36.3% | 0.7× | — |
Real Estate
1M -7.4% · 3M -13.7%
DLF, Oberoi Realty
Banks
1M -3.4% · 3M -6.0%
Punjab National Bank, Federal Bank
Financial Services
1M -8.8% · 3M -14.9%
Bajaj Housing Finance
Telecom & Media
1M -0.2% · 3M +0.9%
Tejas Networks
Prices as of 30 Oct 2026, 16:11 IST. Sector moves are the average of the stocks we track in each sector.
In this story
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