3 stocks to watch after Bihar election results

3 stocks to watch after Bihar election results

November 14, 2025

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A few stocks are likely to see action after the Bihar elections. Some of these companies have a strong presence in the state of Bihar.

While the exact number of benefits is difficult to determine, the companies are likely to turn heads.

Let’s take a look at some of these stocks…

#1 Hindustani media companies

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 leading Hindi daily in the state. Hindustan brings together comprehensive local news with national and international stories, supported by multiple editions and printing centers in Bihar to cater to the general public there.

How can Hindustani media houses benefit from the Bihar elections?







DetailsAdvantage
Higher circulationThe elections in Bihar generate increased public interest in political news and election-related reporting. As one of the leading Hindi newspapers in Bihar, Hindustan will see increased readership and circulation, which could facilitate better demand from advertisers.
Higher advertisingPolitical parties, candidates and various stakeholders increase advertising expenditure in newspapers during election seasons to influence voters. This increase in election advertisements translates into higher advertising revenue for Hindustan Media Ventures.
Higher digital revenuesIn addition to print circulation, the company’s digital platforms are also gaining traffic as voters seek real-time election information, results and expert commentary. This further increases digital advertising and subscription revenue.

All of the above could potentially pay dividends in the company’s next quarterly results.

Financial snapshot of Hindustan Media Ventures FY23 to FY25








End of the yearMarch 23March 24March 25
Net Sales (Rs m)7,1347,0417,329
Sales growth (%)6.6-1.34.1
Operating profit (Rs m)-893171078
Net profit (Rs m)-381100778

Source: Equitymaster
On the financial front, the company reported mixed quarterly numbers for Q2 2026. The company’s revenue rose to Rs 1,969 mln versus 1,720 mln YoY. The company’s net profit fell to Rs 101 million from Rs 139 million year-on-year.

Hindustan Media Ventures will benefit from positive trends in the media industry such as digital growth and election advertising, but must manage cost pressures and challenges in print media.

#2 SIS Ltd

SIS Ltd is the largest player in security solutions, facility management and cash logistics in India. It is also the largest security solutions company in Australia.

SIS has a strong presence in Bihar, with its origins in Patna. The company’s registered office is located in Patna and it also has an administration office and a training center in Patna.

Additionally, SIS has a robust local infrastructure and a strong operational footprint in the state.

How can SIS benefit from the Bihar elections?






DetailsAdvantage
Increased security coverageElection times often increase the demand for security services to ensure the smooth and secure conduct of elections, providing SIS with opportunities for contract expansions and increased revenue streams in the region.
Strong local presenceThe strong local presence gives SIS a significant advantage in securing institutional and government contracts during and after the election period.

SIS Ltd Financial Snapshot FY23 to FY25








End of the yearMarch 23March 24March 25
Net Sales (Rs m)113,458122,614131,890
Sales growth (%)12.88.17.6
Operating profit (Rs m)5,2435,6153,659
Net profit (Rs m)3,4651,900118

Source: Equitymaster
While FY25 results were subdued, the company performed well for Q2 FY26. SIS Ltd achieved a turnover of Rs 37,590 mln, up 15.0% year-on-year. EBITDA for Q2 2026 was estimated at Rs 1,680 mln, up 16.2% YoY, while operating PAT stood at Rs 930 mln, up 35.1% YoY.

The second quarter of FY26 was a milestone quarter for the company with the highest ever monthly revenue, highest ever EBITDA and the completion of the AP Securitas transaction.

SIS management believes the company is well positioned for a strong recovery in FY26.

#3 Jeena Sikho Life Care

Jeena Sikho Lifecare is India’s leading Ayurvedic healthcare company, delivering affordable, authentic and effective holistic care.

The company has a presence across India through a network of more than 115 healthcare centers, including hospitals, clinics and day care centers.

Jeena Sikho Lifecare has a presence in Bihar with at least one hospital and several clinics. Specifically, it plans to set up a new hospital in Bhagalpur, Bihar, as part of expanding its healthcare network.

How Jeena Sikho Lifecare could benefit from the Bihar elections?





DetailsAdvantage
Stability and continuityIf election results promote political stability and policy continuity, 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 stocks.

Jeena Sikho Financial Snapshot FY23 to FY25








End of the yearMarch 23March 24March 25
Net Sales (Rs m)2,0483,2444,691
Sales growth (%)39.758.444.6
Operating profit (Rs m)4849941,317
Net profit (Rs m)335692907

Source: Equitymaster
Financially, the company has performed well, with sales and net profit increasing dramatically over the past three years. For the second quarter of FY26, the company reported an increase in revenue to Rs 1,900 mln, compared to Rs 1,140 mln in the corresponding period last year.

The company’s net profit rose to Rs 590 million from Rs 270 million year-on-year in the second quarter of FY26, according to screener data.

For FY26, management is optimistic about achieving another record year in revenue and crossing the 3,000 operational bed mark.

Over the next five years, Jeena Sikho wants to scale up to 8,000 to 10,000 beds, mainly through the asset-light model. With increasing popularity in the insurance sector, launch of new products and higher utilization of existing assets, the company expects profitability to improve.

Conclusion

Interested investors should carefully assess stocks with significant exposure to Bihar’s economy and election results. Caution is the order of the day due to the potential market volatility resulting from election news.

Investors should be aware of the risks, thoroughly research business fundamentals and corporate governance, and also consider diversification.

Investors should evaluate the company’s fundamentals, corporate governance and stock valuations as key factors when conducting due diligence before making investment decisions.

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