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BEML, Shipping Corporation of India and Balmer Lawrie announce Q3 FY26 results today. Check expected profit growth, previous performance and key investor triggers.
Mumbai:
Major public sector undertaking (PSU) stocks are in focus today as BEML Limited, Shipping Corporation of India (SCI) and Balmer Lawrie & Co. are scheduled to announce their Q3 FY26 (December quarter) results. Investors are tracking profit recovery trends, margin performance and interim dividend announcements, which could drive stock-specific action during and after market hours.
BEML Limited
BEML is expected to report year-on-year profit growth of 7% to 23% in Q3 FY26. The company had posted a net profit of ₹24.41 crore in Q3 FY25. For the December quarter, profit is estimated in the range of ₹26 crore to ₹30 crore, implying an absolute growth of ₹2 crore to ₹6 crore.
The improvement is likely to be driven by better execution in the defence, rail and mining equipment segments, along with stable operating margins. The board is also expected to consider an interim dividend, keeping the stock on dividend watch.
Investor focus: order inflow commentary, margin outlook and confirmation of dividend with record date revised to February 13, 2026.
BEML Announce Q3: BEML Reports Q3 Loss, Yet Declares 50% Interim Dividend (₹2.50/Share) Amid Strategic Expansion
Shipping Corporation of India (SCI)
Shipping Corporation of India is expected to report sequential improvement in profitability, despite pressure on freight rates during part of the quarter. The company had reported a net profit of ₹215 crore in Q3 FY25, while Q2 FY26 profit stood at ₹189.16 crore.
For Q3 FY26, profit is estimated in the range of ₹195 crore to ₹215 crore, implying flat to marginally lower year-on-year growth, but a 3% to 14% sequential improvement. Any recovery in margins or a dividend announcement could act as a near-term trigger for the stock.
Investor focus: profit recovery signs, dividend decision and management commentary on demand outlook. A positive surprise could help the stock test the ₹240 level.
Also Read: BEML shares fall 5.7% in 2026 so far ahead of Q3 results; dividend in focus
Balmer Lawrie & Co.
Balmer Lawrie is expected to deliver steady earnings growth in Q3 FY26, supported by its diversified presence across industrial packaging, logistics and travel services. The company had reported a net profit of ₹40.47 crore in Q3 FY25.
Profit for the December quarter is estimated in the range of ₹42 crore to ₹45 crore, translating into 4% to 11% year-on-year growth and 10% to 18% sequential growth. The stock is viewed as a defensive PSU play, backed by a consistent ROE of around 13–14%.
Investor focus: margin stability, volume growth and cost control measures.
Investor Takeaways
Dividend-related announcements, especially from BEML and SCI, could lead to sharp stock reactions. Investors should closely monitor segment-wise performance, margin movement and management guidance rather than just headline profit numbers. PSU stocks may witness post-results volatility, creating trading as well as medium-term opportunities.
Bottom Line
With multiple PSU companies announcing Q3 FY26 results today, market activity in PSU stocks is expected to remain elevated. Earnings growth in line with expectations and clarity on interim dividends will be key in determining short-term price action and investor sentiment.