BSE Sensex 30 Stocks Regulatory Filings — October 19, 2026

19-10-2026

Bajaj Finance Limited reported consolidated profit after tax of ₹6,367 crore for Q2 FY27 (quarter ended 30 September 2026), up 29% YoY, with consolidated AUM of ₹584,624 crore (up 26% YoY). Standalone PAT rose 30% YoY to ₹5,536 crore. Net interest income grew 24% YoY, while loan losses and provisions rose 4% YoY to ₹2,166 crore (including ₹337 crore of prudent management and macro-economic provisions); excluding these, provisions declined 12%. The Board also approved a QIP of up to ₹11,700 crore plus a preferential warrant issue of up to ₹5,800 crore to promoter Bajaj Finserv, subject to shareholder and regulatory approval.

• · Gross NPA ratio improved to 1.06% (consolidated) from 1.24% a year earlier; Net NPA improved to 0.42% from 0.60%
• · Capital adequacy ratio (CRAR) was 20.33%, with Tier-I capital at 19.43%
• · Annualised consolidated ROE was 20.6% vs 19.1% a year earlier; ROA was 4.6% vs 4.5%
• · Bajaj Housing Finance AUM grew 25% YoY to ₹158,205 Cr; its PAT rose 18% to ₹757 Cr
• · Bajaj Financial Securities assets under finance grew 59% YoY to ₹12,058 Cr
• · Mandatory Q2 FY27 standalone loan losses excluding prudent provisions declined 12% YoY to ₹1,794 Cr
• · Half-year (H1 FY27) consolidated PAT was ₹12,447 Cr, up 28% YoY
• · Consolidated EPS (basic) for Q2 FY27 was ₹10.07 vs ₹7.85 in the prior-year quarter
• · Deposits were broadly flat at ~₹69,754 Cr (0% YoY), while borrowings expanded materially

19-10-2026

Bajaj Finance reported standalone PAT of ₹5,536.10 Cr for Q2 FY27 (up 30% YoY from ₹4,250.77 Cr) and consolidated PAT of ₹6,366.57 Cr (up 29% YoY), with AUM growing 26% YoY to ₹584,624 Cr. Growth was offset by a ₹337 Cr prudent management and macro-economic provision and a rise in the debt-equity ratio to 3.34x (standalone), while Gross NPA improved to 1.33% from 1.59% YoY. The Board also approved a ₹11,700 Cr QIP and a ₹5,800 Cr preferential warrant issue to promoter Bajaj Finserv, subject to shareholder and regulatory approvals.

• · Standalone loan losses and provisions rose 5% YoY to ₹2,131 Cr, though excluding the ₹337 Cr prudent provision they declined 12%
• · Standalone Gross NPA of 1.33% and Net NPA of 0.53% improved from 1.59% and 0.77% a year earlier
• · Debt-equity ratio rose to 3.34x (standalone) from 3.18x a year earlier
• · Liquidity coverage ratio declined to 214.08% from 290.98% in the prior-year quarter
• · Capital adequacy ratio declined to 20.33% from 21.23%
• · Bajaj Housing Finance Limited PAT rose 18% YoY to ₹757 Cr, with GNPA at 0.29% vs 0.26% a year earlier (slight deterioration)
• · Bajaj Financial Securities Limited AUF grew 59% YoY to ₹12,058 Cr and PAT rose 36% to ₹64 Cr
• · Consolidated deposits were flat YoY at ₹69,754 Cr
• · Board approved a final dividend of ₹6 per share for FY26, approved at the 39th AGM on 30 July 2026
• · Company invested ₹100 Cr in Bajaj Financial Securities Ltd via rights subscription on 28 August 2026

19-10-2026

Bajaj Finance Limited's Board of Directors, at its meeting on 19 October 2026, approved the issue of 49,00,737 equity shares of face value Re. 1 each at respective grant prices to the Trustees of the BFL Employee Welfare Trust under the BFL Employee Stock Option Scheme, 2009. The filing is a routine Regulation 30 intimation of an employee stock option allotment and contains no financial results, guidance, or regulatory action.

• · Board meeting commenced at 16:15 IST and concluded at 17:32 IST on 19 October 2026
• · Filed under Regulation 30 read with Para A of Part A of Schedule III of SEBI Listing Regulations, 2015
• · Scrip codes: BSE 500034; NSE BAJFINANCE-EQ

19-10-2026

Bajaj Finance Limited's Board, on the recommendation of the Nomination and Remuneration Committee, approved the re-appointment of Prashant Verma as Chief Information Security Officer (CISO) per RBI Guidelines, effective 1 February 2027, for a three-year term, subject to regulatory approvals. Verma has served as CISO since 1 February 2024 and has around 21 years of security-domain experience. This is a routine senior management disclosure with no financial metrics reported.

• · Re-appointment is made as per RBI Guidelines for the CISO role
• · Verma holds CISSP certification and is co-author of several security books
• · Terms follow standard policy applicable to senior employees; no separate compensation disclosed
• · Board meeting ran from 16:15 to 17:32 IST on 19 October 2026

19-10-2026

UltraTech Cement Limited has filed a notice confirming that the audio recording of its earnings call for the quarter ended 30 September 2026 is available on the company's investor website. The filing was made under Regulation 30 of SEBI's LODR Regulations and was sent to BSE, NSE, the Luxembourg Stock Exchange and the Singapore Exchange. No financial results or numerical performance data are disclosed in this filing.

• · Earnings call was held on Monday, 19 October 2026, following an earlier intimation dated 1 October 2026
• · Audio recording is hosted at ultratechcement.com/investors/financials

19-10-2026

UltraTech Cement Limited reported consolidated results for the quarter and six months ended 30 September 2026, with Q2 FY27 consolidated revenue from operations of Rs. 23,295.07 crore (up from Rs. 19,606.93 crore in Q2 FY26, roughly 18.8% YoY) and consolidated net profit after tax of Rs. 1,501.38 crore (up from Rs. 1,237.98 crore, roughly 21.3% YoY). Growth was broad-based, but the quarter also showed a sequential slowdown in net profit versus Q1 FY27 (Rs. 2,603.72 crore), a monsoon-affected quarter and a west Asia crisis weighing on operations, and rising finance costs (Rs. 551.75 crore vs. Rs. 459.29 crore a year earlier). Six-month net cash generated from operating activities was Rs. 6,909.70 crore, while net cash used in financing activities was Rs. 2,652.17 crore, and the company disclosed a pending CCI penalty appeal with Rs. 180.43 crore deposited.

• · Domestic grey cement sales volumes rose 13.8% YoY to 35.94 million tonnes in Q2 FY27 (from 31.58 million tonnes), per the press release.
• · Operating profit (PBIDT) rose 17.3% YoY to Rs. 3,832 crore from Rs. 3,268 crore.
• · Freight and forwarding expense rose to Rs. 4,809.65 crore in Q2 FY27 from Rs. 4,127.13 crore a year earlier.
• · Six-month net profit grew to Rs. 4,105.10 crore from Rs. 3,458.89 crore, while Q2 FY27 standalone net profit was Rs. 1,331.78 crore.
• · Total assets stood at Rs. 1,45,098.77 crore at 30 September 2026, up from Rs. 1,41,376.05 crore at 31 March 2026.
• · Net cash used in investing activities was Rs. 4,471.77 crore for the six months, driven by Rs. 5,768.92 crore of capex on property, plant and equipment.
• · Dividend paid for the six months was Rs. 7,043.58 crore, a large cash outflow.
• · Auditors issued unmodified conclusions; the CCI penalty (Rs. 1,804.31 crore in the consolidated note vs. Rs. 1,616.83 crore in the standalone note) is under Supreme Court appeal with no provision recognised, and the consolidated and standalone notes cite different penalty amounts.

19-10-2026

UltraTech Cement Limited's Board announced on 19 October 2026 a leadership reshuffle effective 1 January 2027: Non-Executive Vice Chairman K. K. Maheshwari (DIN: 00017572) is relinquishing his position due to current engagements and personal commitments, while Managing Director Kailash Chandra Jhanwar (DIN: 01743559), whose MD term ends 31 December 2026, will be re-designated as Non-Executive Vice Chairman. The filing contains no quantitative financial figures.

• · Mr. Jhanwar has been Managing Director since 1 January 2020 and joined the Aditya Birla Group in 1981 as a Management Trainee in its cement business.
• · Mr. Jhanwar is a Chartered Accountant and has experience in M&A and post-merger integration.
• · The re-designation was recommended by the Nomination, Remuneration and Compensation Committee.
• · Mr. Jhanwar is not debarred from holding directorship under any SEBI or other authority order.
• · Board meeting ran from 12:00 noon to 1:40 p.m. on 19 October 2026.

19-10-2026

UltraTech Cement's Board approved issuing an irrevocable and unconditional corporate guarantee of up to USD 55 million in favour of UHG Holdings IFSC Private Limited, a related party associate, to support a loan UHG Holdings is obtaining to pursue its business. The transaction is stated to be on an arm's length basis, and the guarantee constitutes a contingent liability for UltraTech with no other direct impact on the listed entity. No prior-period comparison is provided in the filing.

• · Board meeting held 19 October 2026 from 12 noon to 1:40 p.m. approved the guarantee
• · Transaction is with a related party; promoter group entities Grasim (9%) and Hindalco (50%) hold interests in UHG Holdings
• · Guarantee is a contingent liability for UltraTech, with no other impact on the listed entity
• · Disclosed to BSE and NSE, with copies to Luxembourg Stock Exchange and Singapore Exchange

19-10-2026

UltraTech Cement Limited reported unaudited consolidated results for Q2 FY27 (quarter ended 30 September 2026), with consolidated net sales of Rs. 23,024 crore (up 18.9% YoY from Rs. 19,371 crore) and net profit after tax of Rs. 1,501 crore (up 21.3% YoY from Rs. 1,238 crore). Domestic grey cement volumes rose 13.8% YoY to 35.94 million tonnes, though management cited a monsoon-affected quarter and the ongoing west Asia crisis as headwinds. Balanced view: net cash from operating activities and total debt both rose, while net cash used in financing activities increased and working capital ratios (current ratio 0.96) remained below 1.0. The auditor's review report carries no modification.

• · Consolidated PBIDT grew 17.3% YoY to Rs. 3,832 crore, slightly below the 18.9% sales growth.
• · Current ratio (excl. current borrowings) was 0.96 at 30 Sept 2026, versus 0.93 a year earlier, still below 1.0.
• · Total borrowings rose sharply: non-current borrowings Rs. 17,569 crore vs Rs. 15,019 crore at 31 March 2026, and current borrowings Rs. 10,642 crore vs Rs. 7,762 crore.
• · Net cash used in financing activities increased to Rs. 2,652 crore (six months) versus Rs. 2,621 crore a year earlier, driven by dividends paid of Rs. 7,044 crore.
• · Net cash used in investing activities for six months was Rs. 4,472 crore, up from Rs. 3,303 crore, reflecting higher capex.
• · Auditor's review of the consolidated and standalone results reported no modification, though some subsidiary and associate figures were unreviewed.
• · Management cites the monsoon-affected quarter and west Asia crisis as headwinds to operations.

19-10-2026

UltraTech Cement filed its Q2FY27 investor presentation for the quarter ended 30 September 2026, reporting consolidated sales volume of 38.22 MnT (+12.9% YoY), consolidated revenue of Rs. 23,024 Cr (+18.9% YoY) and PAT of Rs. 1,501 Cr (+21.3% YoY). Operating EBITDA rose 20.3% YoY to Rs. 3,721 Cr, while grey cement realisation grew only 2% YoY and overseas volumes declined 1.4% YoY. Consolidated net debt increased to Rs. 23,536 Cr from Rs. 16,620 Cr at March 2026.

• · Grey cement domestic realisation rose only 2% YoY to Rs. 5,218/t, far below the 16% domestic grey revenue growth, indicating volume-led rather than price-led growth
• · Overseas sales volume declined 1.4% YoY and overseas revenue grew 27.2% largely through other factors, with the overseas segment being the only volume decline
• · Consolidated net debt rose sharply from Rs. 16,620 Cr (March 2026) to Rs. 23,536 Cr (September 2026), roughly 42% higher in six months
• · Free cash flow to equity fell to Rs. 388 Cr in H1FY27 from Rs. 599 Cr in H1FY26 despite higher operating cash flow, as capex and investments rose to Rs. 5,882 Cr
• · Packing bag cost per tonne rose 30% YoY and fuel cost per tonne rose 14% YoY, pressuring margins despite EBITDA growth
• · Capacity utilisation was flat at 71%, with the company adding 4.6 mtpa in the quarter and planning 16.3 mtpa of FY27 additions
• · Q2FY27 reported a Rs. 6 Cr exceptional loss on sale of asset and Rs. 2 Cr share of loss from JVs and associates

19-10-2026

UltraTech Cement's Board, at a meeting held on 19 October 2026, approved a change in board composition: Mr. K. K. Maheshwari will relinquish his position as Non-Executive Vice Chairman effective 1 January 2027 citing current engagements and personal commitments, while Mr. Kailash Chandra Jhanwar, whose term as Managing Director ends 31 December 2026, will be re-designated as Non-Executive Vice Chairman effective 1 January 2027. The filing contains no financial results or monetary figures, so the change is governance-related rather than a direct measure of business performance.

• · Mr. Jhanwar has been Managing Director since 1 January 2020 and joined the Aditya Birla Group in 1981 as a Management Trainee in the cement business
• · Mr. Jhanwar is a Chartered Accountant and has experience in mergers, acquisitions and post-merger integration
• · Re-designation was recommended by the Nomination, Remuneration and Compensation Committee
• · Mr. Jhanwar is not debarred from holding directorship under any SEBI or other authority order
• · Board meeting ran from 12 noon to 1:40 p.m. on 19 October 2026

19-10-2026

Infosys issued a press release announcing an expanded collaboration with Truist, a top-10 US commercial bank, to build out Truist's AI-first Global Capability Center in Hyderabad. Truist is consolidating capabilities currently delivered through multiple India supplier relationships into a unified operating model, and more than 1,000 colleagues are expected to be onboarded later this month. The release contains no financial guidance or deal value disclosure.

• · Truist is consolidating capabilities currently delivered through multiple supplier relationships in India into a more unified, integrated operating model, which is a potential vendor-consolidation opportunity for Infosys
• · The release describes the GCC as aiming to reduce third-party dependency and integrate AI, technology, data, and operations into a single delivery framework
• · Truist contract professionals already contribute across engineering, data, and operations in India
• · No deal value, contract size, or financial terms were disclosed