News Highly Sensitive to Stock Price 

eMudhra – Revenue grew 59.4% YoY at Rs 147.3 crore. Net profit was up 39.5% YoY at Rs 24.9 crore. eMudhra’s subsidiary eMudhra B.V. completed the acquisition of a 51% interest in Cryptas International GmbH, Austria.  

It also entered into an agreement to acquire 100% stake in AI Cyber Forge Inc, USA, for an immediate cash consideration of US$ 4.8 million, to expand cybersecurity product offerings. 

Enviro Infra – Company received Order for EPC of Sewage Treatment Plants including Reuse of Treated Waste Water. The Order marks strengthening of Enviro Infra Engineers Limited (EIEL) in the Reuse of Waste Water including Tertiary Treatment and Ultrafiltration. Value of Orders stands at Rs 221.26 crore. 

Sun Pharmaceutical Industries – Sun Pharmaceutical and Taro Pharmaceuticals USA have agreed to pay US$ 200 million to settle the “In re Generic Pharmaceuticals Pricing Antitrust Litigation” with End Purchaser Plaintiffs in the US, without admitting wrongdoing, pending court approval.  

The settlement agreement is entered into without admission of any wrongdoing in the End Purchaser Action. The settlement agreement is subject to court approval.  

Cyient Ltd Q1FY26 Result Highlights – Cyient’s DET revenue was below expectations, and net profit was above expectations in Q1FY26. Cyient DET (Digital, Engineering & Technology) revenue at Rs 1393 crore, with QoQ degrowth of 0.3%, grew 3.6% YoY. Q1FY26 DET revenue stood at US $162.7 Mn, a degrowth of 1.5% QoQ in constant currency terms while remaining flat YoY. Cyient DET EBIT of Rs 167 crores, with a margin of 12%, down by 60 bps over Q4FY25, on account of volume impact and the first tranche of wage hikes. Cyient DET PAT at Rs 163 crores, with QoQ growth of 7.4% and YoY growth of 30%, supported by tailwinds from unrealised forex gains due to favourable currency movement. Cyient added 14 new logos in Q1FY26, with the visibility of a strong pipeline. 

Bharti Airtel – Airtel Africa’s net profit surged five-fold to $156 million in Q1, fueled by operational momentum and currency gains. Revenue climbed 24.9% to $1.41 billion, driven by tariff adjustments and strong performance in Francophone Africa. 

EMS Industry – The government has received investment proposals worth Rs 16,000 crore under the Electronics Component Manufacturing Scheme. The scheme aims to reduce the demand-supply gap in the electronics component sector. Approval process has started and shortlisted projects are expected to be announced in September. Tata Electronics, Dixon Technologies, and Foxconn have shown interest in the scheme. 

Infosys – Infosys announced the expansion of its existing collaboration with Telstra, Australia’s leading telecommunications and technology company. Infosys will be the strategic partner for Telstra International, the global arm of Telstra, to advance technology leadership, drive innovation and support Telstra’s new Connected Future 30 strategy by dynamically responding to customers’ evolving needs. 

Coromandel International – Revenue for the quarter grew 48.9% YoY at Rs 7042 crore as compared to estimate of Rs 6384 crore. Operating margin improved 40bps YoY at 11.1% as against expectation of 10.9%. Net profit was up 62.4% YoY at Rs 505 crore. Other Income increased 55% YoY at Rs 84 crore.  

Crop Protection revenue grew 31% YoY at Rs 725 crore while EBIT surged 77% at Rs 111 crore. Nutrients segment revenue grew 51% YoY at Rs 6352 crore. EBIT was up 46% YoY at Rs 629 crore.  

EPS for the quarter stood at Rs 17.12. At CMP, the stock trades at 27.5x FY27E EPS. 

ACC – ACC reported a 4% growth in its Q1 consolidated net profit at Rs 375 crore versus Rs 360 crore in the year ago period. ACC’s revenue from operations stood at Rs 6,015 crore, up 18% from Rs 5,113 crore reported in the corresponding quarter of FY25. Its margin remained constant at 13% across periods. Volume increased by 12% YoY, supported by higher trade volumes and higher premium product as a % of trade sales volume. 

Delhivery – Delhivery Limited completes the acquisition of Ecom Express Limited increasing its total shareholding to 99.87% of Ecom’s issued and paid up share capital for approximately INR 1369 crores. This finalizes the acquisition process. 

SBI Life Insurance – SBI Life Insurance reported a 14% YoY rise in net profit to Rs 594 crore. The company’s net premium income for the quarter stood at Rs 17,178 crore, marking a 14% increase. SBI Life’s solvency ratio remained stable at 1.96, slightly lower than the 2.01 reported in Q1 FY25. Persistency ratios showed improvement. The 13th-month persistency ratio (premium basis) rose to 84.23% from 83.61% in Q1 FY25, while the 61st-month ratio improved to 59.16% from 58.01%. 

Johnson Control Hitachi – Revenue declined 14.4% to Rs 853 crore. EBITDA fell 35.6% to Rs 36.4 crore. Operating margin at 4.3% vs. 5.7%. Net profit down 57.8% at Rs 15.3 crore versus Rs 36.15 crore. 

IEX – Revenue grew 14.7% at Rs 142 crore. EBITDA up 16.1% at Rs 115 crore. Net Profit was up 25% at Rs 121 crore versus Rs 96.4 crore. Other Income stood at Rs 42.4 crore vs. Rs 31 crore, a year ago. 

CG Power – Company reported a revenue of Rs 2,878 crore, which is nearly 29% higher than Rs 2,227.5 crore revenue it reported during the same quarter last year. Net profit for the period also saw a 11% year-onyear rise to Rs 267 crore as against Rs 241 crore during the same quarter last year. 

Bajaj Finance – Bajaj Finance reported 20% YoY jump in consolidated net profit at Rs 4,700 crore for Q1FY26, helped by healthy loan growth. NII rose 22% to Rs 10227 crore. Number of new loans booked in Q1FY26 was 1.35 crore, a growth of 23%. AUM surged 25% to Rs 4.41 lakh crore. Asset quality deteriorated slightly, with gross non-performing assets (GNPA) rising to 1.03% from 0.86% last year, and net NPA increasing to 0.50% from 0.38%. 

Aditya Birla AMC  – Aditya Birla Sun Life AMC posted an 18% increase in profit after tax to Rs 277 crore for Q1FY26. The company’s revenue from operations rose 16% to Rs 447 crore. ABSL AMC’s assets under management stood at Rs 4 lakh crore at the end of the June quarter 2025, reflecting a 14 per cent year-on-year growth. 

UTI AMC – UTI Asset Management Company (AMC) posted a 7% decline in its consolidated PAT to Rs 237 crore for the quarter ended June 2025. Revenue from operations rose 3% to Rs 547 crore. the total group assets under management (AUM) for UTI AMC stood at Rs 21.93 trillion. 

REC Ltd – REC Ltd posted a strong financial performance for the first quarter of FY26, with net profit rising 29% YoY to Rs 4,451 crore. The company’s net interest income (NII) also saw robust growth, rising 17% YoY to Rs 5,257 crore. Disbursements rose 36% YoY to Rs 59,500 crore. NIM was steady at 3.74%. Asset quality improved with GNPA/NNPA contracting 30/14 bps to 1.05/0.24%. 

Karur Vysya Bank – NII of the bank rose 5% YoY to Rs 1059 crore. PAT jumped 14% to Rs 521 crore on lower provisioning and higher other income. The lender’s asset quality also improved, with GNPA falling 10bps to 0.66% while NNPA declined marginally to 0.19%. KVB announced a bonus issue of shares in the ratio of 1:5. 

GR Infra – Company has emerged as L-1 bidder for an EPC Project for Construction of Giridih Bypass (towards Tundi) road (Total Length 26.672 Km.) by State Highway Authority of Jharkhand. Contract price is Rs. 290 cr. 

Power Finance Corporation – Two wholly owned subsidiaries of PFC Consulting Limited (a wholly owned subsidiary of Power Finance Corporation Limited) have been transferred to Dineshchandra R. Agrawal Infracon Private Limited and Resonia Limited respectively, the successful bidders on 23rd July, 2025. The total amount of the transfer of subsidiary is around Rs 32.03 crore. 

Arisinfra Solutions – Arisinfra Solutions Ltd. has announced a strategic supply chain partnership with The House of W, part of the All Home group, unlocking over approximately Rs 300 crore in annual sanitaryware fulfillment capacity to meet growing institutional project demand.  

RailTel – Company secured Rs 10 crore IT work order from SSEPD Department, Odisha Government. Project involves comprehensive tech implementation to be completed by January 2026.  

Company also received an order from Central Coalfield for setting up 8.4 Gbps internet amount to Rs 40.2 crore.  

Source: HDFC Securities – Prime Daily, July 25, 2025 

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