Tata Power plans to invest Rs 25,000 crore in capital expenditure for FY26 and aims to bid for two electricity distribution companies (discoms) in Uttar Pradesh, according to CEO Praveer Sinha. The company reported a 25% increase in consolidated net profit to Rs 1,306.09 crore for Q4 FY25, driven by strong performance in generation and transmission. JSW Energy posted a 16.1% year-on-year rise in Q4 net profit to Rs 408 crore amid strong power demand, with the board approving a Rs 10,000 crore fund-raising plan. The company also announced it reached a 10.9 GW operational capacity at the end of FY25 and aims to achieve 30 GW by 2030, with green hydrogen projects expected to be operational by mid-2025. Tilaknagar Industries reported a 20.1% volume growth and a 62.6% increase in Q4 EBITDA to Rs 78 crore. Other companies reporting notable Q4 FY25 results include Patanjali Foods, with a 76.3% profit increase to Rs 358.5 crore; Welspun Enterprises, with a 30% profit rise to Rs 100.3 crore; Kaynes Technology, with a 43.2% profit increase to Rs 116 crore; and Prism Johnson, which returned to profitability with a net profit of Rs 121 crore versus a loss in the prior year. Defence sector stocks such as Cochin Shipyard, Bharat Electronics Ltd (BEL), and Mazagon Dock have seen rallies, with Cochin Shipyard's shares rising 13.54% in one session, though analysts have cautioned about potential valuation corrections. The broader market saw gains with the Nifty index hitting a six-month high, led by Hero MotoCorp and JSW Steel. Hero MotoCorp's shares rose on strong Q4 performance and positive rural demand outlook. Other companies like Godfrey Phillips India reported a 30.73% increase in consolidated net profit to Rs 293.96 crore for Q4, while PB Fintech and IOL Chemicals also posted profit gains. The auto sector index surged 25% from April lows, with Tata Motors and Hero MotoCorp shares advancing over 4%.