News that may have an impact on prices of some stocks today, 30th July, 2025

International Gemological Institute’s net profit up by 63% in June quarter

Total revenue grew 16% YoY at Rs 314.6cr. Operating profit was up 37% YoY at Rs 173.5cr on the back of cost optimization measures. Net profit increased 63% YoY at Rs 126.5cr. Other Income surged 440% YoY at Rs 13.7cr.

Amber Enterprises’ profit up by 42% in June quarter

Company reported strong performance for the quarter with Revenue from operations of Rs 3,449 crore, a growth of 44% YoY. Operating EBITDA stood at Rs 257 crore, growth of 31% YoY. PAT of Rs 106 crore, translating into growth of 42% on a YoY basis. Railway Sub-systems & Defense division witnessed a revenue growth of 29% on a YoY basis in Q1FY26.

GE Vernova’s net profit increased by 116.4% in June quarter

Net profit increased 116.4% to Rs 291.20 crore in the quarter ended June 2025 as against Rs 134.54 crore during the previous quarter ended June 2024. Revenue rose 38.8% to Rs 1330 crore in the quarter. Company has order book position of Rs 12,960 crore as of June-2025.

J Kumar Infra’s net profit up by 18.8% in June quarter

Consolidated revenue stood at Rs 1,478.6 crore growing by 15.4% YoY. EBITDA was up 17.3% YoY to Rs 216.1 crore and EBITDA margin stood at 14.6% in Q1FY26 vs. 14.4% in Q1FY25. Net profit stood at Rs 102.7 crore in Q1FY26 vs. Rs 86.4 crore in Q1FY25 (18.8% YoY). Total Order book as on June 30, 2025 stood at Rs. 20,946 crore.

L&T Infra’s net profit up by 25.7% in June quarter

Consolidated net revenue was up by 15.5% YoY to Rs 63,678.9 crore in Q1FY26. EBITDA was up 12.5% YoY to Rs. 6,317.6 crore in Q1FY26 and EBITDA margin was at 9.9% in Q1FY26 vs. 10.2% in Q1FY25. Net Profit increased by 25.7% YoY at Rs 4,325.6 crore in Q1FY26 vs. Rs 3,440.1 crore in Q1FY25. The order inflow for the quarter ended stood at Rs. 94,453 crore, registering a strong growth of 33% YoY. International orders at Rs. 48,675 crore during the quarter constituted 52% of the total.

L&T Energy Hydrocarbon gets contract of more than Rs 15,000 crore

The Hydrocarbon Offshore business vertical (L&T Energy Hydrocarbon Offshore) of L&T has secured an ultra-mega order (>15,000 cr) from a prestigious client in the Middle East. The order encompasses multiple offshore packages, and the scope includes engineering, procurement, construction and installation of offshore structures, along with the upgradation of existing facilities.

Triveni Engineering net profit down by 85.9% in June quarter

Net profit declined 85.9% to Rs 4.41 crore in the quarter ended June 2025. EBITDA stood at Rs 53.4 crore vs. Rs 86.2 crore, a year ago. Other Income stood at Rs 23 crore as against Rs 10.8 crore in Q1FY25. Net sales rose 22.9% YoY to Rs 1598.2 crore in the quarter.

Bank of India’s net profit up by 32.3% in June quarter

Bank of India reported a 32.3% YoY rise in standalone PAT for Q1FY26 at Rs 2,252 crore. The growth was led by an expansion in advances across retail, MSME and overseas segments. Domestic loan book grew by 11.2% YoY. However, NII contracted by 3.3% YoY to Rs 6,068 crore. The bank’s asset quality showed sequential moderation. GNPA stood at 2.92%, improving 35bps sequentially. Net NPA declined to 0.75% from 0.82%.

Deepak Fertilizer’s net profit up by 24.4% in June quarter

Overall numbers were in-line with expectations. Total revenue grew 16.6% YoY at Rs 2659cr. Operating profit was up 10.4% YoY at Rs 513cr. Net profit increased 24.4% YoY at Rs 243.2cr. Other Income surged 103% YoY at Rs 23.8cr. EPS for the quarter stood at Rs 19.26. At CMP, the stock trades at 21x FY26E EPS.

Star Health Insurance posts underwriting profit of Rs 72 crore in June quarter

The health insurer reported an underwriting profit of Rs 72 crore for the first quarter ended June, marking a 48.9% YoY decline. Net premium earned during the quarter rose 11.8% YoY to Rs 3,938 crore. The overall combined ratio stood at 99.6% for Q1. This performance was driven by strong fresh retail premium growth and prudent underwriting practices.

UK removes import duties on Indian tyres, post UK- India Free Trade Agreement

The competitiveness of Indian tyre manufacturers in the British market will be strengthened as a result of the removal of import duties under the India-UK free trade agreement, Automotive Tyre Manufacturers’ Association said. Under the India-UK CETA, all customs duties on tyres and rubber products exported from India to the UK have been eliminated with immediate effect. India exported tyres worth Rs 732 crore to the UK in FY25, registering a YoY growth of 11%.

Reliance, ONGC, BP Exploration form joint venture to explore Saurashtra basin

Reliance Industries, ONGC, and BP Exploration have formed a joint operating agreement to explore Block GS-OSHP-2022/2 in the Saurashtra Basin. ONGC will operate the block, awarded under the Hydrocarbon Exploration and Licensing Policy. The consortium aims to assess and develop the hydrocarbon potential of the 5,454 square kilometre offshore area.

Reliance Jio outpaces Bharti Airtel in adding new subscribers in June quarter

In June, Reliance Jio significantly outpaced Bharti Airtel in subscriber additions, gaining 1.9 million users compared to Airtel’s 763,482. Vodafone Idea and BSNL continued to lose subscribers, while the overall wireless user base in India grew to 1163 million. Jio also leads in wireless broadband subscribers and maintains the highest proportion of active users.

Jubilant Pharmova’s net profit up by 48% in June quarter

Total revenue grew 10% YoY at Rs 1901cr. Operating profit was up 14% YoY at Rs 290cr. Adj. net profit increased 48% YoY at Rs 103cr.

Infosys gets new client in RWE

Infosys announced a strategic collaboration with RWE, a German multinational energy company, to drive automated digital workplace transformation and improve operational efficiency. Leveraging Infosys Workplace Suite, an amalgamation of tools and accelerators that help enterprises drive adoption of Digital Workplace Services, the collaboration will implement solutions that automate processes and enable self-service options, supporting RWE’s ongoing efforts to drive operational excellence.

NTPC’s net profit up by 5.85% in June quarter

NTPC Ltd reported a 5.85% YoY rise in standalone net profit to Rs 4,774 crore in Q1FY25. Other Income was up 21% YoY at Rs 760 crore. Total revenue slipped 4.2% to Rs 42,572 crore.

GMR Airports posts net loss of Rs 212 crore in June quarter

GMR Airports Ltd reported a net loss of Rs 212 crore for the first quarter that ended June 30, 2025. In the corresponding quarter of the previous fiscal, GMR Airports posted a net loss of Rs 142 crore. Revenue from operations surged 33.4% to Rs 3,205 crore as against Rs 2,402 crore.

Tilaknagar Industries to raise Rs 2,296 crore through preferential issue of equities and warrants

Tilaknagar Industries Ltd’s Board of Directors has approved a preferential issue of securities — comprising equity shares and warrants — amounting to approximately Rs 2,296 crore. The issue is priced at Rs 382 per share. The proceeds will be used primarily to fund the acquisition of the Imperial Blue business division and for general corporate purposes.

Asian Paints’ net profit in June quarter down by 6%

Asian Paints reported volume growth of 3.9% in Q1FY26. The company’s revenue declined by 0.3% to Rs 8,939 crore. EBITDA declined by 4.1% on a year-on-year basis to Rs 1,626 crore. EBITDA margins narrowed by 70 bps from last year to 18.2%. Net profit for the period declined by 6% on a year-on-year basis to Rs 1,117 crore.

V-Guard’s net profit in June quarter down by 25.2%

V-Guard reported a 25.2% YoY decline in net profit at Rs 74 crore for the first quarter that ended June 30, 2025. The company’s revenue from operations dipped 0.7% to Rs 1,466 crore as against Rs 1,477 crore in the corresponding period of the preceding fiscal.

Bluedart’s net profit down by 8.5% in June quarter

Total revenue grew 7.4% YoY at Rs 1442cr. Operating profit was down 3% YoY at Rs 196cr. Net profit declined 8.5% YoY at Rs 48.8cr. Other expenses surged 25% YoY at Rs 149cr.

Ask Auto profit up by 16.3% in June quarter

Revenue up 3.4% to Rs 891 crore. EBITDA was up 19% to Rs 120 crore, with operating margin at 13.4% vs. 11.7%. Net profit was up 16.3% to Rs 66 crore.

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Source : HDFC Securities Prime Research