News that may have an impact on prices of some stocks today, 7th August, 2025

Blue Star’s revenue increased by 4.1% in June quarter

Blue Star’s revenue in Q1FY26 increased 4.1% from last year to Rs 2,982 crore, whereas EBITDA margin narrowed by 160 bps to 6.7% from 8.3% last year. The company attributed the quarterly performance to unseasonal rains across the country, which resulted in a weak summer, and impacted the Room Air Conditioners business adversely. However, the RAC business weakness was offset by the B2B business, which continued to do well. Net profit fell 28% YoY at Rs 121 crore.

BHEL’s consolidated net loss widens to Rs 455.5 crore

Consolidated net loss widened to Rs 455.5 crore from Rs 211.4 crore in the same quarter last year. Other Income was at Rs 171 crore vs. Rs 96.9 crore, a year ago. Revenue remained almost unchanged at Rs 5,487 crore vs. Rs 5,485 crore. Other expenses were up 97% YoY at Rs 675 crore.

IRCON’s profit down by 27% in June quarter

Revenue for the quarter declined 22% YoY at Rs 1786cr. Operating margin improved 25bps YoY at 11.2%. Net profit was down 27% YoY at Rs 164cr. Other Income was up 8% YoY at Rs 106cr. Company had order book of Rs 20,900 crore as of June2025. EPS for the quarter stood at Rs 1.75 and it was at Rs 7.73 for FY25. At CMP, the stock trades at 20.5x FY26E EPS.

Tech Data, HCL expand their partnership

Tech Data, a TD SYNNEX company announced the expansion of its strategic partnership with HCL Software, a global leader in software innovation, to cover new markets across Asia Pacific and Japan. Building on an existing agreement in Hong Kong, this expanded collaboration now includes India, Singapore, Malaysia, Indonesia, Vietnam, Australia, New Zealand, Japan, and Thailand.

Coal India allows power utilities to sell power generated under long term linkage contracts

Coal India has permitted power utilities to sell electricity generated from coal supplied under long-term linkage contracts on power exchanges. This decision aims to ensure consistent coal demand amidst declining fresh purchases from Coal India.

Bharti Airtel seeking government relief on AGR payments

Bharti Airtel is seeking government relief on AGR payments while stating it can meet its obligations. With a deferred liability of Rs 51,243 crore over five years, the company aims to convert dues into equity and expand its enterprise business amid strong cash flow growth.

Kirloskar Oil Engines profit up by 5% in June quarter

Standalone revenue stood at Rs 1,434 crore growing by 8% YoY from Rs. 1,334 crore for Q1FY25. EBITDA was up by 9% YoY to Rs 190 crore and EBITDA margin stood at 13.2% in Q1FY26 vs. 13% in Q1FY25. Net profit stood at Rs 123 crore in Q1FY26 vs. Rs 117 crore in Q1FY25 (+5% YoY).

Electrosteel Castings profit in June quarter down by 60.6%

Net profit declined 60.6% to Rs 89.05 crore in the quarter ended June 2025 as against Rs 225.9 crore during the previous quarter ended June 2024. Sales declined 22.58% to Rs 1557.69 crore in the quarter ended June 2025 as against Rs 2011.90 crore during the previous quarter ended June 2024. Company will begin local manufacturing of Valves After Acquiring Italy’s TIS Service for Rs 150 crore.

Enviro Infra gets orders worth Rs 1,178 crore

Company secured cumulative orders worth Rs 1,178.30 crore from various Government authorities in its core areas of Water Treatment Plants (WTPs), Sewage Treatment Plants (STPs) and Common Effluent Treatment Plant (CETPs).

GNFC’s profit down by 30% in June quarter

Overall numbers were weak in the quarter. Revenue for the quarter declined 20.8% YoY at Rs 1601cr. Operating profit slipped 79.7% YoY at Rs 31cr. Net profit was down 30% YoY at Rs 83cr. Other Income surged 52% YoY at Rs 150cr. Other expenses were up 34% YoY at Rs 239cr. There was annual planned maintenance shutdown during Q1 FY26 resulting into loss of revenue in most of the products.

EID Parry’s profit in June quarter up by 105%

EID Parry reported a 105% rise in its Q1 consolidated net profit at Rs 464 crore versus Rs. 226 crore in the year ago period. Revenue from operations stood at Rs 8724 crore, up 29% from Rs 6747 crore reported in the corresponding quarter of FY25. Its margin increased to 9% from 7% in Q1FY25.

Jindal Stainless Steel’s profit in June quarter up by 11%

Jindal Stainless reported a 11% rise in its Q1 consolidated net profit at Rs 715 crore versus Rs. 646 crore in the year ago period. Revenue from operations stood at Rs 10,207 crore, up 8% from Rs 9430 crore reported in the corresponding quarter of FY25. Operating margin remained constant at 13%. Consolidated net debt stood at Rs 3,869 crore, while its net debt-to-equity ratio was at 0.2x.

Trent’s profit in June quarter up by 24%

Trent reported 24 per cent jump in standalone net profit at Rs 423 crore for the quarter ended June 30, 2025. Revenue rose 20 per cent to Rs 4,781 crore in Q1FY26 as against Rs 3,992 crore in Q1FY25. Consolidated profit rose 9 per cent YoY to Rs 429.7 crore, excluding the exceptional items impact. The Operating EBIT margin for Q1FY26 was 11.4 per cent vs 10.6 per cent in Q1FY25.

Pidlite’s profit in June quarter up by 18.7%

Pidilite’s volume growth for the June quarter stood a 9.9%, the company’s net profit increased by 18.7% from last year to Rs 678 crore. Revenue for the quarter increased by 10.5% on a year-onyear basis to Rs 3,753 crore. EBITDA for the quarter grew to Rs 941 crore, a jump of 16% year-on-year.

Raymond Lifestyle posts loss of Rs 19.8 crore in June quarter

Revenue from operations increased 17.2% to Rs 1,430 crore against Rs 1,220 crore in Q1FY25, led by strong growth in branded textile and apparel. It reported a lower net loss of Rs 19.8 crore for the first quarter that ended June 30, 2025. In the year-ago quarter, Raymond Lifestyle had posted a net loss of Rs 23.2 crore. Other Income was at Rs 44.5 crore vs. Rs 29.4 crore, a year ago.

Godrej Agrovet’s profit in June quarter up by 18.7%

Overall performance was strong in the quarter. Revenue for the quarter grew 11.2% YoY at Rs 2614.3cr as against estimate of Rs 2574cr. Operating margin was up 70bps YoY at 10.3% as against expectation of 10%. Net profit was up 18.7% YoY at Rs 160.5cr. Other Income increased 29% YoY at Rs 11.9cr. Palm Oil business reported a growth of 113% at Rs 458cr. EBIT surged 274% YoY at Rs 86cr. Crop Protection business reported 4.6% YoY growth at Rs 328cr. EBIT was down 2.5% YoY at Rs 138cr. EPS for the quarter stood at Rs 8.35 and it was at Rs 22.35 for FY25. At CMP, the stock trades at 24.5x FY27E EPS.

PVR Inox posts loss of Rs 54.5 crore in June quarter

PVR Inox reported a net loss of Rs 54.5 crore for the quarter ending June 2025 The company reported a net loss of Rs 179 crore in the year-ago period. PVR Inox’s revenue for the quarter rose 23% yearon-year to Rs 1,469 crore, compared to Rs 1,191 crore in the corresponding quarter of last year. With a robust pipeline of films across Hindi, Hollywood, and Regional cinema, the company expects FY26 to be a strong year for the exhibition business, said Ajay Bijli, Managing Director.

Bajaj Auto’s profit in June quarter up by 5%

Bajaj Auto reported a standalone PAT of Rs 2096 crore, a 5% YoY increase. It also posted a 14% YoY rise in revenue from operations to Rs 12584 crore. The rise in revenue was fuelled by robust doubledigit growth across exports, premium motorcycles, commercial vehicles, and the Chetak electric vehicle segment. Total exports grew 16% YoY to 4.76 lakh units. EBITDA advanced 3% to Rs 2,482 crore but its EBITDA margin contracted by 50 bps 19.7%.

Bharat Forge’s profit in June quarter up by 40%

Bharat Forge reported a 40% YoY growth in consolidated PAT at Rs 284 crore Operating revenue, however, declined 5% YoY for the quarter at Rs 3,909 crore. EBITDA for the quarter were at Rs 673 crore, marking a 7% growth YoY. EBITDA margin for Q1 FY26 stood at 17.2% in contrast to 15.3% YoY. In Q1 FY26, the company secured new orders worth Rs 847 crore, including Rs 269 crore in defence. The defence order book stood at Rs 9,463 crore.

Fortis Healthcare profit up by 56.8% in June quarter

Overall performance was better than expectations in the quarter. Revenue for the quarter grew 16.6% YoY at Rs 2167cr as against estimate of Rs 2119cr. Operating margin was up 420bps YoY at 22.6% as against expectation of 21.5%. Net profit was up 56.8% YoY at Rs 260.3cr. Finance cost increased 97% YoY at Rs 69.6cr. Hospitals revenue grew 18.6% YoY at Rs 1838cr. EBITDA was higher by 41.4% YoY at Rs 406cr. Diagnostic business reported a growth of 6.3% to Rs 329cr. EBITDA was up 53% YoY at Rs 85cr. EPS for the quarter stood at Rs 3.45 and it was at Rs 10.3 for FY25. At CMP, the stock trades at 46x FY27E EPS and 25.5x FY27E EV/EBITDA.

VRL Logistics profit in June quarter up by 285%

VRL Logistics reported a 285% rise in its Q1 consolidated net profit at Rs 50 crore vs. Rs 13 crore in the year ago period. Revenue from operations stood at Rs 744 crore, up 2% from Rs 727 crore reported in the corresponding quarter of FY25.

Hero MotoCorp posts Rs 1,126 crore in June quarter

Hero MotoCorp reported flat standalone net profit at Rs 1,126 crore for Q1FY26. Revenue from operations dropped 6% to Rs 9,579 crore. On the operational level, Hero MotoCorp’ EBITDA came in at Rs 1,382 crore, marking a decline of 5.3%. EBITDA margin was also flat at 14.4% as against 14.3% YoY. In Q1 FY26, Hero MotoCorp sold 13.67 lakh units of motorcycles and scooters.

Divi’s Laboratories profit up by 26.7% in June quarter

Overall performance was below expectations in the quarter. Revenue for the quarter grew 13.8% YoY at Rs 2410cr as against estimate of Rs 2510cr. Operating margin improved 90bps YoY while slipped 400bps QoQ at 30.25% as against expectation of 32%. Net profit was up 26.7% YoY at Rs 545cr. Other Income increased 50.6% YoY at Rs 119cr. EPS for the quarter stood at Rs 20.5 and it was at Rs 82.5 for FY25. At CMP, the stock trades at 51x FY27E EPS.

Glenmark Pharma’s US subsidiary named in class action suit

The Company’s subsidiary, Glenmark Pharmaceuticals Inc., USA, is named in multiple antitrust and consumer protection lawsuits, including class actions, consolidated in the Eastern District of Pennsylvania, US. Glenmark USA continues to deny all allegations and has been defending these matters vigorously. With a view to resolve this dispute and avoid uncertainty, Glenmark USA has agreed to enter into a settlement with the putative direct purchaser class, for a total of US$ 37.75 million. The settlement is subject to approval by the court overseeing the litigation. The settlement is payable in two instalments, with US$ 11.1 million due after preliminary approval by the Court and the second payment, US$ 26.65 million, due on or before April 1, 2026.

Tasty Bites Eatables posts Rs 8.2 crore profit in June quarter

Revenue for the quarter grew 42% YoY at Rs 121.2cr. Operating profit stood at Rs 15.7cr vs. Rs 1.6cr, a year ago. Net profit stood at Rs 8.2cr vs. a net loss of Rs 3.7cr, a year ago. Other Income was up 83% YoY at Rs 4.1cr.

Protean eGov profit in June quarter up by 13%

Revenue for the quarter grew 7.3% YoY at Rs 210.8cr. Operating margin improved 15bps YoY at 7.83%. Net profit was up 13% YoY at Rs 23.85cr. Other Income surged 48% YoY at Rs 28.5cr. EPS for the quarter stood at Rs 5.85 and it was at Rs 22.7 for FY25. At CMP, the stock trades at 28x FY26E EPS.

Prince Pipes profit down by 80% in June quarter

Overall numbers were weak in the quarter. Revenue for the quarter declined 4% YoY at Rs 580.4cr. Operating margin was down 280bps YoY at 6.8%. Net profit was down 80% YoY at Rs 4.8cr.

Sula Vineyards’ profit in June quarter down by 86.7%

Sula Vineyards reported a sharp 86.7% year-on-year (YoY) decline in consolidated net profit for Q1FY26, coming in at Rs 1.94 crore compared to Rs 14.6 crore in year-ago quarter. Revenue fell 7.8% YoY to Rs 118 crore from Rs 128 crore, while EBITDA dropped 44.6% to Rs 18.5 crore. The company attributed the muted performance to continued urban demand softness and a temporary disruption in wine placements in Maharashtra. The disruption was caused by a significant pre-stocking of spirits by trade ahead of an excise duty hike, which impacted Sula’s shelf space in June.

SKF India’s profit down by 25.6% in June quarter

Revenue rises 6.4% to Rs 1,283 crore vs. Rs 1,206 crore. EBITDA declined 13.6% YoY to Rs 167.3 crore vs. Rs 194 crore. Operating margin stood at 13% vs. 16%. Net profit was down 25.6% to Rs 118 crore. Other Income declined 63% YoY at Rs 15 crore.

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Source: HDFC Securities Prime Research