Stocks in news: Paytm, Tata Consumer, Dalmia Bharat, REC and DCM Shriram
One97 Communications reported results.
· ET Stocks, Economic Times Markets
Indian equity markets showed recovery with a rise in NSE Nifty 50, ending a four-session losing streak. Several companies reported their September-quarter earnings, highlighting varying financial performances. Paytm experienced significant profit growth, while Dalmia Bharat reported a net loss due to an exceptional charge.
The analysis
Against that, the stock is +2.4% on the day at ₹1,654.70, and has returned +28.9% over three months. It sits 11% below its 52-week high. The financial services sector has moved -13.2% over the same period, so One97 Communications is running 42.1 points ahead of its peers.
For One97 Communications, the question is how much of this is already reflected in the price and how much re-rates the financial services 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.
- Defence orders carry long execution tails and policy tailwinds, which the market values for their visibility.
- With NSE involved, this carries a regulatory dimension that can outlast the immediate market reaction.
Market context
- The 3 companies named span 3 sectors, so these are separate company stories rather than one sector-wide move.
- On the day, 1 of 3 are higher: One97 Communications (Paytm) leads at +2.4% and Tata Consumer trails at -2.8%.
- Over three months: One97 Communications (Paytm) +28.9% against Financial Services -13.2% (42.1 points ahead); Tata Consumer -13.9% against FMCG -10.0% (3.9 points behind); Dalmia Bharat -10.2% against Cement & Construction -13.7% (3.5 points ahead).
- At least 25% below the 52-week high: Tata Consumer (26%) and Dalmia Bharat (29%).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| One97 Communications (Paytm)PAYTM · Financial Services | ₹1,654.70 | +2.4% | -1.1% | +28.9% | -10.6% | 0.7× | — |
| Tata ConsumerTATACONSUM · FMCG | ₹936.50 | -2.8% | -4.8% | -13.9% | -26.3% | 1.6× | — |
| Dalmia BharatDALBHARAT · Cement & Construction | ₹1,591.30 | -1.8% | -4.4% | -10.2% | -28.7% | 0.7× | — |
Financial Services
1M -11.5% · 3M -13.2%
One97 Communications (Paytm)
FMCG
1M -8.0% · 3M -10.0%
Tata Consumer
Cement & Construction
1M -4.7% · 3M -13.7%
Dalmia Bharat
Consumer & Retail
1M -7.6% · 3M -8.5%
Prices as of 27 Oct 2026, 08:53 IST. Sector moves are the average of the stocks we track in each sector.
In this story
Related coverage
Q2 Results Today LIVE: Indian Overseas Bank PAT Jumps 56% To Rs 1,912 Crore, APL Apollo Tubes Net Profit Rises 27% YoY
Q2 results 2026 today, schedule: Paytm, Tata Con, REC among 90 firms to announce quarterly earnings | Full list
Tata Consumer Products Q2 Results: Net Profit, Revenue Beat Estimates; Margin Expands To 14%
Paytm Q2FY27 net profit jumps 10-fold to ₹225 crore, revenue up 28 %
Top stocks to watch today: L&T, Maruti Suzuki, Paytm, REC shares in focus on Tuesday, 27 Oct | Full list