Latest News Highlights & Q3 Results | Stocks & Sectors In Focus (2026 Update)

Stay ahead with the latest news highlights & Q3 Results and market highlights. Discover which stocks and sectors are trending, from FMCG and fintech to energy and banking. Get expert insights, investor takeaways, and sector analysis in one comprehensive update.

Market Snapshot – Q3 FY26

The third quarter of FY26 delivered a mix of strong earnings, sector rotations, and IPO buzz. Global indices rallied, India’s dealmaking hit record levels, and several heavyweight companies announced their Q3 results today, giving investors fresh cues for the months ahead.

Global & Indian Highlights

Global Rally: Nasdaq surged over 11%, leading tech optimism worldwide. The S&P 500 and Dow also posted healthy gains.
India’s Dealmaking Boom: Nearly 700 transactions worth close to $40 billion were recorded, the highest since early 2022. IPO activity remained strong, with Schneider Electric and JumboTail making headlines.
Sector Rotation: Banking and IT showed resilience amid RBI’s policy stance, while consumer goods surged. Aviation and energy, however, faced margin pressures.

Latest Q3 Results Announced Today (Jan 29, 2026)

Several major companies posted their earnings today, shaping investor sentiment across sectors:

ITC Ltd. reported revenue growth of 6.6% YoY at ₹21,706 crore, though net profit remained flat at ₹5,018 crore. FMCG‑Others revenue crossed ₹6,000 crore, and an interim dividend of ₹6.5 per share was declared.
Adani Power posted revenue of ₹12,451 crore (down 9% YoY) with net profit slipping 19% to ₹2,479 crore. Softer realisation rates weighed on margins, though new PPAs and fundraising provided future support.
Paytm (One97 Communications) surprised with a 91% YoY jump in net profit, driven by strong payments and financial services growth.
Tata Motors results were announced, with EV expansion remaining the key growth driver.
Dabur India highlighted resilience in FMCG demand, especially in rural markets.
Vedanta earnings reflected commodity price volatility.
KPIT Technologies reported a profit decline, showing margin pressures in IT services.
Swiggy signaled growth momentum in food‑tech, though detailed numbers are awaited.
Canara Bank posted steady earnings, with asset quality under close watch.

Sectoral Insights

FMCG: ITC and Dabur continue to show strength, supported by branded foods and personal care.
Energy: Adani Power’s dip highlights volatility in tariffs and margins.
Fintech: Paytm’s stellar profit growth signals strong momentum in digital payments.
Automobile: Tata Motors remains a key EV play.
Banking: Canara Bank and peers show stability, though NPAs remain a concern.
Tech & IT Services: KPIT’s margin pressure contrasts with global tech optimism reflected in Nasdaq’s rally.

Investor Takeaways

Positive Outlook: FMCG and fintech sectors are leading with strong earnings.
Caution Zones: Energy and aviation continue to face volatility.
Watchlist: Tata Motors (EV growth), Vedanta (commodity cycle), and Canara Bank (asset quality).
Global Tech: Nasdaq’s rally reinforces confidence in AI and digital transformation themes.

FAQ Section

Q1. Which stocks performed best in Q3 FY26? Consumer goods (ITC, Dabur) and fintech (Paytm) led the quarter with strong earnings growth.

Q2. Why did Adani Power’s profit decline in Q3? Lower realisation rates and margin pressures impacted profitability, despite new PPAs and fundraising.

Q3. Is Paytm a good buy after its Q3 results? Paytm posted a 91% YoY profit surge, signaling strong fintech momentum. Investors should weigh growth prospects against regulatory risks.

Q4. What sectors should investors watch in Q4 FY26? FMCG, fintech, and EV‑driven automobile stocks are expected to remain strong, while energy and aviation may face volatility.

Q5. How did global markets perform in Q3? Nasdaq rallied over 11%, reflecting optimism in AI and digital transformation, while gold and USD remained stable.