New Delhi, January 29, 2026:
After the Q3 results announcement by Canara Bank earlier today, investor attention now shifts to three key Public Sector Undertakings (PSUs) — REC Limited, HUDCO, and Container Corporation of India (CONCOR) — all scheduled to declare their Q3 FY26 earnings.
With PSU stocks already under the spotlight, these results could set the tone for near-term market movement and sectoral sentiment.
REC Limited: Infrastructure Push to Drive Growth
Q3 FY25 Snapshot:
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Net Profit: ~₹1,200 crore
Q3 FY26 Expectations:
REC is expected to report steady profit growth, supported by strong loan disbursements to power, renewable energy, and infrastructure projects backed by government spending.
Key Triggers to Watch:
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Growth in loan book
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Net Interest Margin (NIM) trend
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Cost of funds amid higher interest rates
Possible Upside:
If margins remain stable, REC shares could see a 5–8% short-term upside post results, according to market participants.
HUDCO: Urban Infra & Housing Schemes in Spotlight
Q3 FY25 Snapshot:
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Net Profit: ~₹450 crore
Q3 FY26 Outlook:
HUDCO’s performance is likely to remain stable, driven by continued funding to housing and urban infrastructure projects under central and state government schemes.
Key Factors:
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Project disbursement momentum
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Asset quality
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Government capex outlook
Market View:
A steady earnings print may trigger a 4–7% movement in the stock, especially if management guidance remains optimistic.
CONCOR: Freight Volumes & Efficiency Key
Q3 FY25 Snapshot:
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Net Profit: ~₹360 crore
What to Expect in Q3 FY26:
CONCOR’s results will largely depend on freight volumes, logistics demand, and operating efficiency. Any recovery in EXIM cargo movement could support margins.
Investors Will Track:
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Volume growth
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Operating ratio
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Update on logistics expansion plans
Stock Reaction Range:
Stable numbers could support a 3–6% move, while any positive surprise on margins may drive stronger gains.
Why These Results Matter for PSU Investors
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Government-led capex and infrastructure spending remains a major theme
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PSU stocks often see sharp price reactions on earnings day
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Management commentary can influence medium-term trends
Investment Strategy: Mega Opportunity or Wait-and-Watch?
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Short-term traders: Focus on earnings surprise and guidance
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Long-term investors: Look for consistency in asset quality and growth visibility
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Risk-averse investors: Prefer staggered entry post results clarity
PSU stocks can be volatile on result days, but strong fundamentals and policy support continue to make select names attractive for long-term portfolios.