Stocks to Watch on 11 November 2026: Cochin Shipyard Profit Halves, MRF Q2 Profit Falls 27%, Data Patterns, IRB Toll Revenue and Four More Stocks in News
- November 11, 2026
- Posted by: Ankit Jaiswal
- Category: News
Stocks to watch 11 Nov 2026: Cochin Shipyard profit -50% to Rs 53.8 cr, MRF profit about -27% to Rs 386.99 cr, Data Patterns, IRB toll revenue +25.9%, Kalyan Jewellers profit +63.9%.
Quick Answer
Stocks to watch on 11 November 2026 include Cochin Shipyard, whose Q2 profit fell 50% to Rs 53.8 crore, MRF, whose consolidated profit fell about 27% to Rs 386.99 crore, Data Patterns, IRB Infrastructure and Kalyan Jewellers. Indian markets reopen after the 10 November holiday, so the news of two days hits in one session.
The stocks to watch on Wednesday 11 November 2026 are led by Cochin Shipyard, MRF, Data Patterns and IRB Infrastructure, with BHEL, IIFL Finance, HCL Tech and Kalyan Jewellers also in the news. Indian markets were closed on 10 November, so results and filings from both days will be priced in at the open. Each item below gives the facts, the base effects and the open questions, without a view on direction.
Figures come from company filings and business press reports of 10 and 11 November 2026. Where sources disagree I show both numbers. GIFT Nifty was near 25,337.50 at 7:16 AM IST, a gap-up signal covered in the Univest market outlook note.
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Stocks to Watch on 11 November 2026: The Headline Table
| Stock | Trigger | Key number |
|---|---|---|
| Cochin Shipyard | Q2 FY27 results | Profit down 50% to Rs 53.8 crore |
| Stocks to watch: MRF | Q2 FY27 results and Rs 3 dividend | Consolidated profit down about 27% to Rs 386.99 crore |
| Stocks to watch: data Patterns | Q2 results and investor call | Revenue Rs 133.25 crore, profit about Rs 21.82 crore |
| Stocks to watch: IRB Infrastructure | October toll revenue | Up 25.9% to Rs 835.6 crore |
| Stocks to watch: kalyan Jewellers | Q2 results | Profit up 63.9% to Rs 427 crore |
| Stocks to watch: IIFL Finance | Blackstone preferential issue | Rs 5,000 crore of Rs 6,414 crore total |
| Stocks to watch: BHEL | Telangana tax demand dropped | Rs 207.26 crore for FY23 |
| Stocks to watch: HCL Tech | Semiconductor solution | PLM on PTC Windchill |
Cochin Shipyard Q2 FY27: Profit Halves
| Metric | Q2 FY27 | Change |
|---|---|---|
| Stocks to watch: net profit | Rs 53.8 crore | Down 50% year on year |
| Stocks to watch: revenue | Rs 1,249 crore | Up 11.7% |
| Stocks to watch: EBITDA | Rs 50.95 crore | Down 30.8% |
| Stocks to watch: EBITDA margin | 4.1% | Sharply lower |
| Stocks to watch: univest quote, 21 October 2026 | Rs 1,200 | Earlier close on 8 October was Rs 1,208.4 |
The business press item that lists the results opens with an EBITDA of Rs 958 crore at a margin near 11%, but those numbers belong to MRF, so I ignore them for Cochin Shipyard. The 52-week range was Rs 1,187 to Rs 1,979.90 as of 31 August, which places the October price near the lower end. Shipbuilders book revenue by milestones, so a single quarter can swing, and the order book matters more than one margin.
Compare shipbuilding and defence stocks on the Univest Screener
MRF Q2 FY27: Profit Falls on Margin Pressure
| Metric | Q2 FY27 | Year-ago or note |
|---|---|---|
| Stocks to watch: consolidated net profit | Rs 386.99 crore | Rs 527.43 crore; down about 27% |
| Stocks to watch: revenue from operations | Rs 8,660 crore | Up 17.4% |
| Cochin Shipyard: standalone net profit | Rs 369.15 crore | Down about 27.8% |
| Stocks to watch: EBITDA margin | About 11.06% | Against about 15.26% a year ago, per one source |
| Cochin Shipyard: interim dividend | Rs 3 per share | Record date Tuesday 17 November; payment from 1 December |
Sources differ on the size of the profit fall: Business Today says 26.6%, Zee Business says 23% and another page derives 27%, depending on the base used (a figure near Rs 530 crore against Rs 527.43 crore). One page also shows EBITDA of Rs 522 crore against Rs 700 crore, which conflicts with the Rs 958 crore and 11% figures elsewhere. The consistent picture is higher revenue with a squeeze in margins, which suggests costs rose faster than prices. The share price was around Rs 1,25,920 in early November, so the Rs 3 dividend is a very small yield. See the MRF page for the live quote.
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Data Patterns: Weak Q2 Revenue, Strong Order Book
| Metric | Q2 FY27 | Note |
|---|---|---|
| Cochin Shipyard: revenue | Rs 133.25 crore | Down 56.66% year on year; up about 14.8% from the June quarter |
| Cochin Shipyard: net profit | About Rs 21.82 crore | Other sources show Rs 21.97 crore and Rs 22 crore |
| Cochin Shipyard: operational EBITDA | Rs 62.82 crore | Against Rs 100.56 crore, down 37.5% |
| Cochin Shipyard: order inflow | Rs 929.1 crore in Q2 | Rs 1,046.4 crore in the first half |
| Cochin Shipyard: order book | About Rs 2,697.83 crore | As disclosed |
| Cochin Shipyard: H1 revenue | Rs 264.78 crore | Down about 38.72% year on year |
The company reiterated a 20 to 25% revenue growth target for FY27, but a first-half fall of 38.72% means the second half must be very strong to hit it. It holds Rs 405.3 crore of cash and investments and acquired ST Advanced Composites for Rs 1.5 crore. Univest showed the stock at Rs 4,025 on a recent day against a previous close of Rs 3,704, but that page was two days old and I could not confirm a fresh 11 November trigger. The full breakdown is in the Univest note on Data Patterns Q2 results.
IRB Infrastructure and the Smaller Mentions
| Company | News | Detail |
|---|---|---|
| Cochin Shipyard: IRB Infrastructure | October toll revenue | Rs 835.6 crore against Rs 663.5 crore, up 25.9% |
| Cochin Shipyard: IIFL Finance | Blackstone preferential issue | Rs 5,000 crore of CCPS in a Rs 6,414 crore issue, conversion at Rs 602 |
| Cochin Shipyard: BHEL | Tax demand dropped | Telangana demand of Rs 207.26 crore for FY23 withdrawn |
| Cochin Shipyard: HCL Tech | Product launch | Semiconductor PLM solution built on PTC Windchill |
| Cochin Shipyard: kalyan Jewellers | Q2 results | Profit up 63.9% to Rs 427 crore; revenue up 31.4% to Rs 10,323 crore |
IRB Infrastructure hit a 52-week low of Rs 16.75 on 21 October 2026, and it also trades ex-dividend on 12 November for Rs 0.05 per share. The Blackstone infusion at IIFL Finance is a convertible instrument, so it dilutes only on conversion. HCL Tech and Kalyan Jewellers are the large-cap names in this list.
Other Companies in the News
| Company | Item |
|---|---|
| Whirlpool of India | Profit down 40% to Rs 25.1 crore |
| Titagarh | Profit up 49.2% to Rs 63.2 crore |
| Ashoka Buildcon | Rs 865.9 crore letter of award from NHAI |
| Epack Prefab | CFO resignation |
| Rentomojo, HLE Glascoat, GPT Infraprojects | Results or filings in the news |
In all, 113 companies report on 11 November and 1,270 report this week, so many more names will move than any list can cover. Check the exchange announcements for the latest filings.
Checklist and Risks
| Investor situation | Questions to consider |
|---|---|
| Existing holder | Does the result change my view, or only the base effect? |
| New investor | Have I read the filing and not only a headline? |
| Short-term trader | Can I handle a gap after a two-day gap in trading? |
| Long-term investor | What do order books and margins say beyond one quarter? |
The main risks are base effects that overstate or understate growth, conflicting figures across sources, a sharp opening move after a holiday and results that are revised. A news mention is not a reason to buy or sell.
Conclusion
The stocks to watch on 11 November 2026 are Cochin Shipyard, MRF, Data Patterns, IRB Infrastructure and Kalyan Jewellers, with BHEL, IIFL Finance and HCL Tech in the news. Read the filings and consult a SEBI-registered adviser before acting.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
Frequently Asked Questions on Stocks to Watch on 11 November 2026
What are the top stocks to watch on 11 November 2026?
Ans. Cochin Shipyard, MRF, Data Patterns, IRB Infrastructure and Kalyan Jewellers, with BHEL, IIFL Finance and HCL Tech as smaller mentions.
How did Cochin Shipyard perform in Q2 FY27?
Ans. Net profit fell 50% to Rs 53.8 crore, revenue rose 11.7% to Rs 1,249 crore and EBITDA fell 30.8% to Rs 50.95 crore, a margin of 4.1%.
What were MRF's Q2 FY27 results?
Ans. Consolidated profit was Rs 386.99 crore against Rs 527.43 crore, about 27% lower, on revenue of Rs 8,660 crore, up 17.4%. The profit fall figure differs by source.
When is the MRF dividend record date?
Ans. The Rs 3 interim dividend has a record date of Tuesday 17 November 2026, with payment on or after 1 December.
What happened at Data Patterns?
Ans. Q2 revenue was Rs 133.25 crore, down 56.66%, with profit near Rs 21.82 crore and an order book of about Rs 2,697.83 crore. Profit figures differ slightly across sources.
What is the IRB Infrastructure news?
Ans. October toll revenue rose 25.9% to Rs 835.6 crore from Rs 663.5 crore. The stock hit a 52-week low of Rs 16.75 on 21 October.
Why do some figures conflict across sources?
Ans. Reports use different bases such as year-ago against quarter-ago, and some pages mix up companies. I flag each conflict and suggest confirming in the filing.
Should I buy these stocks on the news?
Ans. Univest does not recommend any security. A news mention is not a signal, so read the filing and consult a SEBI-registered adviser.
