Two contrasting pictures in Q3 results! Sundaram Finance surges, Saksoft shares fall sharply.

News Topical, Digital Desk : On Monday, February 2, 2026, the stock market witnessed a completely different picture of two companies after their quarterly results. On one hand, Sundaram Finance Ltd.'s results pleased investors and the stock saw a sharp rise. On the other hand, Saksoft Ltd.'s shares came under sharp pressure after the results. The figures of both companies show that the market values ​​not only growth but also expectations and confidence. Sundaram Finance has released its third quarter results and its impact was directly seen in the stock movement. After the results, the company's shares registered a good rise.

The stock opened at ₹4,937.00 on February 2, 2026, compared to its previous close of ₹4,958.00. However, during the trading session, the stock witnessed strong buying and crossed ₹5,200.

Another important consideration for investors is that Sundaram Finance's stock has risen by nearly 15% in the past year. This means that long-term investors were already seeing decent returns on this stock, and the quarterly results have further strengthened this confidence. The company's quarterly figures show a strong year-on-year increase in profits. Net profit increased by 18.9% to ₹541.4 crore, compared to ₹455.5 crore in the same quarter last year. Furthermore, the company's net interest income, or NII, also increased by 19%. NII increased to ₹913 crore, compared to ₹767 crore in the same quarter last year. Clearly, the continued strength in income from its loan and finance businesses has been a major support for Sundaram Finance. This is why the market responded positively to the stock after the results, and the stock saw a surge.

Now let's talk about Saksoft , where the picture was completely opposite. Following Saksoft's third quarter results, the stock fell sharply. On February 2, 2026, the stock opened at ₹175.21, matching its previous closing price of ₹175.21. However, after the results, selling pressure increased so much that it slipped to around ₹150.

This stock has been disappointing even for long-term investors. Saksoft's stock has fallen by nearly 20% in the past year.

However, looking at the figures alone, the company's results cannot be considered completely weak. Saksoft's net profit increased by 7.4% year-on-year to ₹29 crore, compared to ₹27 crore in the same quarter last year. The company's revenue also increased by 10.6%, reaching ₹250.8 crore, compared to ₹226.8 crore last year.

The company's performance has also improved at the operational level. EBITDA increased by 20.3 percent to ₹42 crore, compared to ₹35 crore last year.

The company's margins also improved to 16.8 percent, compared to 15.4 percent in the same quarter last year.

Despite this, the significant decline in the stock suggests that the market may be becoming more cautious about the company's future.

Simply increasing profits or margins isn't enough; investors also keep an eye on factors like future growth, order books, and business visibility.

Overall, the shares of two companies took completely different paths during the same day and similar results season. Sundaram Finance's strong profits and NII growth boosted investor confidence, while Saksoft's stock remained under pressure despite better figures. This clearly demonstrates that expectations and sentiment are just as important in the stock market, not just numbers.

Read More: Two contrasting pictures in Q3 results! Sundaram Finance surges, Saksoft shares fall sharply.