A few stocks are likely to be in action post the Bihar Elections. Some of these companies have a strong presence in the state of Bihar.
While the exact quantum of benefits is hard to determine, the companies are likely to draw attention.
Let's take a look at some of these stocks...
The largest Hindi newspaper in Bihar is "Hindustan," published by Hindustan Media Ventures.
It has a strong presence and readership in Bihar, making it the top Hindi daily in the state. Hindustan covers extensive local news along with national and international stories, supported by multiple editions and printing centers in Bihar to cater to the wide audience there.
| Particulars | Benefit |
|---|---|
| Higher Circulation | Bihar elections generate heightened public interest in political news and election-related coverage. As one of the leading Hindi newspapers in Bihar, Hindustan will see increased readership and circulation, which could facilitate better demand from advertisers. |
| Higher Advertising | Political parties, candidates, and various stakeholders increase advertising spends in newspapers during election seasons to influence voters. This surge in election advertising translates to higher advertising revenues for Hindustan Media Ventures. |
| Higher Digital Revenues | Apart from print circulation, the company's digital platforms also gain traffic as voters look for real-time election information, results, and expert commentary. This further enhances revenue from digital advertisements and subscriptions. |
All of the above could see possible benefits accruing in the next quarterly results of the company.
| Year Ending | Mar-23 | Mar-24 | Mar-25 |
|---|---|---|---|
| Net Sales (Rs m) | 7,134 | 7,041 | 7,329 |
| Sales Growth (%) | 6.6 | -1.3 | 4.1 |
| Operating Profit (Rs m) | -89 | 317 | 1078 |
| Net Profit (Rs m) | -381 | 100 | 778 |
On the financial front, the company reported a mixed set of quarterly numbers for Q2 FY26. Sales of the company rose to Rs 1,969 m vs 1,720 m YoY. Net profits of the company dropped to Rs 101 m from Rs 139 m YoY.
Hindustan Media Ventures will benefit from positive media industry trends like digital growth and election advertising but must manage cost pressures and print media challenges.
SIS Ltd is the top security solutions, facility management and in cash logistics player in India. It is also the largest security solutions company in Australia.
SIS has a strong presence in Bihar, with its origins rooted in Patna. The company's registered office is located in Patna and it also maintains an administrative office and training center in Patna.
Additionally, SIS has robust local infrastructure and strong operational footprint in the state.
| Particulars | Benefit |
|---|---|
| Increased Security Cover | Election times often increase demand for security services to ensure smooth and safe conduct of polls, providing SIS opportunities for contract expansions and increased revenue streams in the region. |
| Strong Local Presence | The strong local presence gives SIS a significant advantage in securing institutional and government contracts during and after the election period. |
| Year Ending | Mar-23 | Mar-24 | Mar-25 |
|---|---|---|---|
| Net Sales (Rs m) | 113,458 | 122,614 | 131,890 |
| Sales Growth (%) | 12.8 | 8.1 | 7.6 |
| Operating Profit (Rs m) | 5,243 | 5,615 | 3,659 |
| Net Profit (Rs m) | 3,465 | 1,900 | 118 |
While the results for FY25 were subdued the company performed well for Q2 FY26. SIS Ltd achieved a revenue of Rs 37,590 m, up 15.0% YoY. The Q2 FY26 EBITDA was placed at Rs 1,680 m, up 16.2% YoY, while the operating PAT was Rs 930 m, up 35.1% YoY.
Q2 FY26 was a milestone quarter for the company with the highest ever monthly revenue rate, highest ever EBITDA of and the conclusion of the AP Securitas transaction.
The management of SIS believes that the company is well placed for a strong rebound in FY26.
Jeena Sikho Lifecare is India's leading Ayurvedic healthcare companies, delivering affordable, authentic, and effective holistic care.
The company has pan-India presence through a network of over 115 healthcare centres, including hospitals, clinics, and day-cares.
Jeena Sikho Lifecare has a presence in Bihar with at least one hospital and several clinics. Specifically, it plans to establish a new hospital in Bhagalpur, Bihar, as part of expanding its healthcare network.
| Particulars | Benefit |
|---|---|
| Stability and Continuity | If the election results favour political stability and policy continuity power, infrastructure development and healthcare initiatives in the state are likely to accelerate. |
Apart from the above, a good presence in Bihar could also have a sentimental impact on the stock.
| Year Ending | Mar-23 | Mar-24 | Mar-25 |
|---|---|---|---|
| Net Sales (Rs m) | 2,048 | 3,244 | 4,691 |
| Sales Growth (%) | 39.7 | 58.4 | 44.6 |
| Operating Profit (Rs m) | 484 | 994 | 1,317 |
| Net Profit (Rs m) | 335 | 692 | 907 |
On the financial front, the company has performed well with revenues and net profits soaring over the last three years. For Q2 FY26, the company reported a jump in revenues to Rs 1,900 m from Rs 1,140 m in the corresponding period of last year.
Net profits of the company surged to Rs 590 m in Q2 FY26 from Rs 270 m YoY, according to data from screener.
For FY26, the management is optimistic about achieving another record year in revenue and crossing 3,000 operational beds.
Over the next five years, Jeena Sikho aims to scale up to 8,000-10,000 beds, mostly via the asset-light model. With increasing traction in insurance, new product launches, and higher utilisation of its existing assets, the company expects profitability to improve.
Interested investors should carefully evaluate stocks with significant exposure to Bihar's economy and election outcomes. Caution is the order of the day due to potential market volatility as a result of election related news.
Investors should be mindful of risks, conduct thorough research into company fundamentals and corporate governance, and also consider diversification.
Investors should evaluate the company's fundamentals, corporate governance, and valuations of the stock as key factors when conducting due diligence before making investment decisions.
Disclaimer: This article is for information purposes only. It is not a stock recommendation and should not be treated as such. Learn more about our recommendation services here...
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