News that may have an impact on prices of some stocks today, 29th July, 2025

Paradeep Phosphate posts Rs 253 .8 crore profit in June quarter

Overall numbers were strong in the quarter. Total revenue grew 58% YoY at Rs 3754cr. Operating profit was up 216.4% YoY at Rs 465.8cr. Net profit came in at Rs 255.8cr vs. Rs 5.4cr in Q1FY25. Other Income was higher by 42% YoY at Rs 27.3cr. EPS for the quarter stood at Rs 3.13 and it was at Rs 6.76 in FY25. At CMP, the stock trades at 20x FY26E EPS.

Mazagon Dock’s net profit in June quarter down by 35%

MDL’s revenue was almost inline, and net profit was below expectations in Q1FY26. Its consolidated revenue grew by 11.4% YoY to Rs 2626 crore in Q1FY26. The company’s EBITDA (excluding other income) stood at Rs 302 crore vs. Rs 642 crore in Q1FY25. Net profit declined by 35% YoY to Rs 452 crore in Q1FY26, supported by other income. Other Income increased to Rs 289 crore in Q1FY26 vs. Rs 271 crore in Q1FY25.

Waaree Energies net profit up by 92.7% in June quarter

Company reported 29.8% YoY growth in quarterly revenue at Rs 4,426 crore. EBITDA for the quarter surged 80% YoY and 73% QoQ at Rs 997 crore. Net Profit increased 92.7% YoY at Rs 772.9 crore. Company has a robust order book of ~Rs 49,000 crore and a global pipeline of 100+ GW. Management maintains FY26 EBITDA guidance of Rs 5,500-6,000 crore.

KEC International posts Rs 124.6 crore profit in June quarter

Consolidated revenue stood at Rs 5,022 crore growing by 11.3% YoY. EBITDA was up by 29.4% YoY to Rs 350.1 crore and EBITDA margin stood at 6.9% in Q1FY26 vs. 6% in Q1FY25. Net profit stood at Rs 124.6 crore in Q1FY26 vs. Rs 87.6 crore in Q1FY25 (42.2% YoY). Other Income stood at Rs 5.4 crore vs. Rs 43 crore in Q1FY25.

J Kumar Infra gets Letter of Appointment for MMRDA contract

MMRDA has issued LOA of Appointment of Contractor for Implementation of Multi‐Modal Integration Facilities at 8 Metro Stations of Mumbai Metro Line 4&4A (PKG 1). Awarded cost Rs. 139.72 crore Excluding GST. J. Kumar Infraprojects Limited share is 49% i.e Rs. 68.46 crore.

Dhampur Bio-Organics posts Rs 22 crore loss

Dhampur Bio-Organics reported a 13% growth in its Q1 consolidated net loss at Rs 22 crore. Revenue from operations stood at Rs 526 crore, up 13% from Rs 467 crore reported in the corresponding quarter of FY25.

Transport Corporation of India’s consolidate profit growth in June quarter at 16%

Transport Corporation of India reported a 16% growth in its Q1 consolidated net profit at Rs 107 crore versus Rs 92 crore in the year ago period. Revenue from operations stood at Rs 1139 crore, up 9% from Rs 1045 crore reported in the corresponding quarter of FY25. Operating margin increased to 11% from 10% in Q1FY25.

JK Cement shortlisted as preferred bidder for limestone block

JK Cement Ltd. Has been shortlisted as the preferred bidder for the mining lease of the Parewar SN-III Limestone Block in Jaisalmer, Rajasthan. The company awaits a letter of intent from the government and commits to disclosing this material event to the stock exchanges as required.

GAIL India net profit down by 30.8%

GAIL (India) Ltd. revenue was in line with estimates, and net profit was below expectations in Q1FY26. Standalone net revenue was up by 3.3% YoY to Rs 34,769 crore. EBITDA was at Rs 3,334 crore in Q1FY26, decreased 26.4% YoY. Net Profit was down 30.8%, stood at Rs 1,886 crore in Q1FY26. The company’s Transmission services for Natural Gas decreased by 2.1% YoY to Rs 2805 crore, Natural gas marketing segment saw a rise of 5.3% YoY to Rs 31,003 crore. LPG and liquid hydrocarbons was down by 5.6% YoY to Rs 1,105 crore, Petrochemical segment revenue rose by 3.4% YoY to 1,682 crore.

Piramal Pharma posts net loss of Rs 81.7 crore

Revenue declined 1% YoY at Rs 1934 crore. EBITDA was down 47.5% YoY at Rs 107 crore. Net loss stood at Rs 81.7 crore vs. Rs 88.6 crore in Q1FY25. Other Income stood at Rs 58.4 crore vs. Rs 19.5 crore.

BEL’s net profit up by 22.5%

BEL’s revenue was below expectations and net profit was above expectations in Q1FY26, and margins surged on YoY basis. With a robust order book, the company could report strong revenue growth going forward. Its consolidated revenue grew by 4.6% YoY to Rs 4,440 crore in Q1FY26. The company’s EBITDA was up by 30.6% on YoY basis to Rs 1,238 crore, supported by lower raw material costs. EBITDA margin was at 27.9% in Q1FY26 vs. 22.3% in Q1FY25. The company’s net profit rose 22.5% on YoY basis to Rs 969 crore. Net profit margin stood at 21.8% in Q1FY26 vs. 18.6% in Q1FY25.

Archean Chemical’s net profit down by 10.4%

Operational performance was weak in the quarter. Total revenue increased 37.5% YoY at Rs 292.4cr. Operating profit was up 9.8% YoY at Rs 78.2cr. Net profit was down 10.4% YoY at Rs 40.2cr. Other Income was down 15% YoY at Rs 8.2cr. EPS for the quarter stood at Rs 3.25 and it was at Rs 13.12 in FY25. At CMP, the stock trades at 23.5x FY27E EPS.

IndusInd Bank’s net profit down by 68%

Standalone PAT of the bank declined 68% YoY to Rs 684 crore, impacted by de-growth in loan book and increased provisioning for bad loans. NII fell 14% to Rs 4640 crore. Advances of the bank fell 4% YoY to Rs 3.34 lakh crore. GNPA/NNPA increased to 3.64/1.12% against 3.13/0.95% at the end of March 2025.

RPSG Ventures’ subsidiary to buy 70% stake in Manchester Originals

RPSG Sports Ventures Private Limited (RPSVPL), a subsidiary of the Company, has executed a Share Purchase Agreement today with England and Wales Cricket Board (ECB) for acquisition of 70% equity stake in Manchester Originals Limited, for a total consideration of GBP 8.121 crore or Rs 940 crore to be paid over a period of 24 months, in the manner specified in the Share Purchase Agreement.

Torrent Pharma’s net profit up by 19.9%

Overall numbers were in-line with expectations in the quarter. Total revenue grew 11.2% YoY at Rs 3178cr as against estimate of Rs 3202cr. EBITDA margin improved 85bps YoY at 32.5% as compared to expectation of 33%. Adj. to acquisition related expenses of Rs 15cr, margin was at 32.9%. Net profit was up 19.9% YoY at Rs 548cr. PBT for the quarter was up 12.5% YoY at Rs 738cr. India business increased 11% YoY at Rs 1811cr. US sales grew 19% at Rs 308cr. Brazil revenue grew 11% YoY at Rs 218cr. Germany revenue increased 9% YoY at Rs 308cr. EPS for the quarter stood at Rs 14.7 and it stood at Rs 56.5 for FY25. At CMP, the stock trades at 38.5x FY27E EPS.

Nippon Life Asset Management net profit up by 19%

Nippon Life India Asset Management (NAM India) announced a 19% increase in profit after tax, reaching Rs 396 crore in the June quarter, alongside a 20% rise in revenue from operations to Rs 607 crore. The company experienced strong equity net sales and SIP market share, managing an assets base of Rs 7.44 lakh crore, an increase of 27% YoY.

Motherson Sumi Wiring’s net profit down by 4%

The company reported a 4% YoY drop in net profit to Rs 143 crore despite strong revenue growth of 14% to Rs 2494 crore, driven by new model launches and higher content per vehicle. EBITDA for the quarter rose 2.3% YoY to Rs 244 crore. However, operating margins narrowed to 9.8% from 10.9% the previous year, largely due to ramp-up costs at new Greenfield projects.

Aeroflex Industries’ net profit down by 42%

Revenue for the quarter declined 6% YoY at Rs 84.3cr. Operating profit was down 20% YoY at Rs 15.8cr. Net profit declined 42% YoY at Rs 7.2cr. EPS for the quarter stood at Rs 0.55 and it was at Rs 4.06 in FY25. At CMP, the stock trades at 39x FY26E EPS.

JK Paper’s net profit down by 42%

Revenue for the quarter declined 2.3% YoY at Rs 1674.2cr. Operating profit was down 12% YoY at Rs 247cr. Net profit was down 42% YoY at Rs 81.2cr. EPS for the quarter stood at Rs 4.8 and it was at Rs 22.9 in FY25. At CMP, the stock trades at 11x FY26E EPS. Board of Directors of JK Paper Ltd. approved acquisition of a majority stake in Borkar Packaging Private Limited (BPPL). It has acquired 72% stake for a consideration of Rs 125.5 crore. BPPL is engaged in the business of manufacturing Packaging products like Folding Cartons, Corrugated Boxes and Labels with seven plants with total revenue of Rs 393 crore in FY24.

Adani Total Gas’ net profit in June quarter down by 3.8%

The company reported a 21% increase in revenue to Rs 1,498 crore in Q1FY26 compared to Rs 1,239 crore in the same period last year. However, the company’s net profit, earnings before interest, taxes, depreciation, and amortisation, and operating margin contracted during the June quarter. While EBITDA was down 0.7% to Rs 293.6 crore, the EBITDA margin narrowed to 19.6% from 23.8% last year. Net profit for the first quarter fell 3.8% to Rs 165.2 crore over the year-ago period.

RailTel’s net profit in June quarter up by 34.7%

Revenue for the quarter grew 33.3% YoY at Rs 744cr. Operating profit was up 13% YoY at Rs 116cr. Net profit increased 34.7% YoY at Rs 66cr. Company had reported exceptional loss of Rs 12 crore in Q1FY25.

Vijaya Diagnostic net profit up by 22.3% in June quarter

Total revenue increased 20.4% YoY at Rs 188cr. Operating profit was up 20% YoY at Rs 73.5cr. Net profit increased 22.3% YoY at Rs 38.3cr. Other Income surged 95% YoY at Rs 7cr. Avg. realization per test grew 3% YoY at Rs 477. EPS for the quarter stood at Rs 3.75 and it was at Rs 13.92 in FY25. At CMP, the stock trades at 54.5x FY27E EPS.

Flair Writing profit up by 10.5% in June quarter

Total revenue grew 16.8% YoY at Rs 288.5cr. Operating profit increased 18% YoY at Rs 49.5cr. Net profit was up 10.5% YoY at Rs 29cr. Other Income was down 33% YoY at Rs 3.3cr.

Punjab Chemicals’ net profit up by 54%

Total revenue increased 32% YoY at Rs 319.5cr. Operating profit was up 25% YoY at Rs 34.4cr. Net profit increased 54% YoY at Rs 20.6cr. Other Income stood at Rs 3.7cr vs. Rs 0.5cr, a year ago. Punjab Chemicals announced signing of three exclusive MoUs with overseas customers for high value agrochemical products & Intermediates. Company plans to commercialise these products over next 12-18 months. It has planned strategic investment of Rs 60 crore at its existing site to build two new manufacturing blocks. This will unfold over the next two years and is expected to significantly bolster business.

Ajanta Pharma’s net profit up by 4%

Operational numbers came in lower than expectations in the quarter. Revenue for the quarter grew 13.8% YoY at Rs 1302.7cr as against estimate of Rs 1271cr. Operating margin contracted 190bps YoY at 27% as against expectation of 27.7%. Gross margin expanded 225bps YoY at 78.8%. Other expenses were higher by 41% YoY at Rs 372cr, it included foreign exchange loss of Rs 25cr in the quarter. Net profit was up 4% YoY at Rs 255.3cr. India formulation sales grew 16% YoY at Rs 409cr. Asia branded sales increased 10% YoY at Rs 304cr. Africa branded business declined 1% YoY Rs 228cr. US business increased 36% YoY at Rs 310cr. Company plans to file 8- 12 ANDAs during FY26. EPS for the quarter stood at Rs 20.43 and it was at Rs 73.5 in FY25. At CMP, the stock trades at 27.5x FY27E EPS.

Ratnaveer Precision posts Rs 14.9 crore profit in June quarter

Consolidated revenue stood at Rs 230.6 crore growing by 29.5% YoY. EBITDA was up by 9.8% YoY to Rs 27 crore and EBITDA margin stood at 10.2% in Q1FY26 vs. 12% in Q1FY25. Net profit stood at Rs 14.9 crore vs. Rs 12.5 crore in Q1FY25 (19.1% YoY).

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Source: HDFC Securities Prime Research