News that may have an impact on prices of some stocks today, August 1st, 2025

Neuland Laboratories’ profit down by 86% in June quarter

Overall performance was significantly below expectations. Revenue for the quarter declined 33.4% YoY at Rs 292.8cr as against estimate of Rs 352cr. EBITDA margin slipped 1630bps YoY at 11.8% as against expectation of 21.5%. Net profit was down 86% YoY at Rs 13.9cr. Other Income was up 63.5% YoY at Rs 7.8cr. CMS segment revenue declined 43% YoY at Rs 134cr. Specialty APIs revenue slipped 22% YoY at Rs 48cr. General APIs sales declined 20% YoY at Rs 96cr. Company had spent Rs 206cr as capital expenditure for FY25. EPS for the quarter stood at Rs 10.83 and it was at Rs 202.75 for FY25. At CMP, the stock trades at 45x FY27E EPS.

JSW Energy profit up by 42%

Operational Revenue increased 78% YoY (61% QoQ) to Rs 5,143 crore, while EBITDA surged 93% YoY (132%QoQ) to Rs 2788.6 crore, driven by organic renewable capacity additions and contribution from Mahanadi plant and O2 Power. Reported PAT increased by 42% YoY to Rs 743 crore while Cash PAT grew by 65% YoY to Rs 1,579 crore. Other Income was up 65% YoY at Rs 268 crore. Coming to capacity addition, 12,983 MW (12%/88% thermal/renewable) is under-construction, which is 102% of the operational capacity.

Thermax’s net profit up by 32% in June quarter

Consolidated net revenue was down by 1.6% YoY to Rs 2,150.2 crore in Q1FY26. EBITDA was up 59.4% YoY to Rs.225 crore in Q1FY26 and EBITDA margin was 10.5% in Q1FY26 vs. 6.4% in Q1FY25. Net Profit increased 32% YoY at Rs 152.4 crore in Q1FY26. Other Income was at Rs 65.6 crore vs. Rs 84.1 crore in Q1FY25.

Coal India profit down by 20.2% in June quarter

CIL revenue was below expectations, impacted by a YoY fall in production and offtake volumes and profitability was in line with estimates. Consolidated revenue was down by 4.4% YoY to Rs 35843 crore in Q1FY26. EBITDA fell 12.7% YoY and stood at Rs 12,522 crore in Q1FY26, impacted by lower revenue growth and higher other expenses. EBITDA margin contracted to 34.9% in Q1FY26 vs. 38.2% in Q1FY25. The company posted a net profit of Rs 8,734 crore, down by 20.2% YoY, impacted by higher depreciation expenses. Its production increased to 183.32 MT in Q1FY26 vs. 189.28 MT in Q1FY25. Its offtake (including purchased coal) stood at 191.04 MT in Q1FY26 vs. 198.32 MT in Q1FY25. FSA sales stood at 165.73 MT vs .172.43 MT in Q1FY25. e-auction sales stood at 21.31 MT vs. 23.18 MT in Q1FY25.

Indian state refiners stop oil purchases from Russia

Indian state refiners halt Russian oil purchases recently. This is due to shrinking discounts and warnings from U.S. President Donald Trump. Trump threatened tariffs on countries buying Russian oil. Private refiners continue purchases under existing deals. Refiners are now seeking alternative supplies from the Middle East and West Africa. Russia is currently India’s top oil supplier.

Maruti Suzuki’s profit in June quarter up by 2%

Maruti Suzuki reported 2% rise in net profit at Rs 3,712 crore for Q1FY26. Revenue rose 8% to Rs 38,414 crore. EBITDA dropped 11% at Rs 3,995 crore and operating margin slipped 227 bps to 10.40% on account of adverse commodity prices, adverse foreign exchange movement, higher sales promotion expenses and expenses related to the new Kharkhoda greenfield plant. Volume decline in domestic sales of 4.5% was compensated by a robust 37.4% growth in exports, resulting in an overall sales volume increase of 1.1% for the quarter.

TVS Motors’ profit up by 35%

Revenue increased 20.4% YoY to Rs 10081 crore driven by 17% YoY growth in volumes. EBITDA increased by 32% to Rs 1,263 crore, while margins expanded 103 bps to 12.53% from 11.50% earlier. Net profit for the period stood at Rs 779 crore, which was 35% higher than the same quarter last year.

Cholamandalam Investment’s profit up by 21%

Cholamandalam Investment reported a net profit of Rs 1,136 crore for the June quarter, up 21% YoY. NII came in at Rs 3,184 crore, growing 23%. Asset quality worsened as GNPA/NNPA expanded 32/23 bps to 4.29/2.86%. Total AUM was up 23% to Rs 2.1 lakh crore.

Eicher Motor’s profit up by 20.1%

On a standalone basis, Eicher Motors reported revenue of Rs 4,908 crore for Q1FY26, a 16% YoY increase. Net Profit for the quarter came in at Rs 1,306 crore, reflecting a 20.1% year-on-year growth. Sales volumes in Q1FY26 surged 17% YoY to 2.65 lakh units, with international exports jumping 65% YoY to 36,749 units, and models above 350cc increasing 16% YoY to 38,074 units overall.

City Union Bank’s profit up by 16%

NII surged 12.6% to Rs 625 crore from Rs 555 crore a year ago. PAT increased by 16% to Rs 306 crore. GNPA stood at 2.99% in the June quarter against 3.09% in the March quarter. Net NPA came at 1.2% against 1.25% quarter-on-quarter.

Vedanta’s consolidated profit in June quarter down by 13%

Vedanta reported a 13% fall in its Q1 consolidated net profit at Rs 4457 crore versus Rs 5095 crore in the year ago period. Revenue from operations stood at Rs 37824 crore, up 6% from Rs 35,764 crore reported in the corresponding quarter of FY25. Operating margin decreased to 26% from 28% in Q1FY25.

Ambuja Cements’ consolidated profit in June quarter up by 24%

Ambuja Cements reported a 24% rise in its Q1 consolidated net profit at Rs 970 crore versus Rs. 783 crore in the year ago period. Revenue from operations stood at Rs.10,289 crore, up 23% from Rs 8,392 crore reported in the corresponding quarter of FY25. Its margin increased to 19% from 15% across periods. Ambuja Cements recorded its highest ever quarterly sales at 18.4 million tonnes, marking a rise of 20 percent from the corresponding quarter of the previous financial year. Its market share also improved to 15.5 percent.

Hindustan Unilever’s profit up by 6%

Consolidated Revenue from operations stood at Rs. 16,514 cr; up by 5.1% YoY, delivering underlying volume growth (UVG) of 4% during the quarter. EBITDA at Rs. 3,718 cr in Q1FY26 de-grew 0.7% YoY, as compared to Rs. 3,744 cr in Q1FY25. EBIDTA margin contracted to 22.5% (23.8% YoY), on account of step-up in investments. PAT was up by 6.0% YoY to Rs 2,768 cr as against Rs 2,475 cr in Q1FY25 on account of lower tax expenditure.

Aarti Industries’ profit down by 68.6%

Overall performance was weak for the quarter. Revenue for the quarter declined 9.5% YoY at Rs 1676cr as against estimate of Rs 1814cr. Operating margin slipped 380bps YoY at 12.7% as against expectation of 14%. Finance cost declined 7% YoY at Rs 60cr. Net profit declined 68.6% YoY at Rs 43cr. Capex for FY26 is estimated to be around Rs 900-1000cr. EPS for the quarter stood at Rs 1.2 and it was at Rs 9.12 for FY25. At CMP, the stock trades at 25.5x FY27E EPS.

Dabur’s profit up by 2.7%

Consolidated Revenue from operations stood at Rs. 3,405 cr; up by 1.7% YoY, as unseasonal rains during peak summer months impacted the performance of Dabur’s summer-centric portfolio, particularly in categories like beverages. Excluding this seasonal portfolio, the business grew by 7% in Q1FY26. For the 5th consecutive quarter, rural market continued to outperform urban. Net profit was up 2.7% YoY at Rs 513.9 cr. Other Income stood at Rs 144 cr vs. Rs 129.4 cr in Q1FY25.

Emami’s profit up by 7% in June quarter

Emami Ltd reported a 7% YoY increase in net profit at Rs 164 crore for the first quarter that ended June 30, 2025. The company’s revenue from operations was flat at Rs 904 crore despite facing a challenging demand environment. EBITDA fell 1% to Rs 214 crore over Rs 216 crore in Q1FY25.

Swiggy’s loss in June quarter doubles

Swiggy reported a net loss of Rs 1,197 crore for Q1FY26, nearly double last year’s figure, driven by widening losses in its Quick Commerce unit, Instamart. Revenue for the quarter rose 54% YoY to Rs 4,961 crore. Ad & sales promotion expenses were at Rs 1036 crore vs. Rs 445 crore in Q1FY25.

Chalet Hotels’ profit up by over three times in June quarter

Chalet Hotels’ net profit soaring over 3x YoY to Rs 203.1 crore. Revenue nearly doubled to Rs 894.5 crore, while EBITDA jumped to Rs 357 crore at a margin of 39.9%, up from 38.8% a year ago.

Sun Pharma’s profit down by 19.6% in June quarter

Overall numbers were in-line with expectations in the quarter. Revenue for the quarter grew 9.5% YoY at Rs 13851cr as against estimate of Rs 13665cr. Operating margin improved 260bps YoY at 31.1% as against expectation of 28.3%. Foreign exchange gain stood at Rs 229cr as against foreign exchange loss of Rs 50cr in Q1FY25. Net profit declined 19.6% YoY at Rs 2278.6cr. Other Income was down 13% YoY at Rs 464cr. PBT before exceptional items was up 16.6% YoY at Rs 3991cr. Company reported exceptional loss of Rs 818cr in Q1FY26. Global Specialty sales grew 17% YoY at US$ 311mn. For FY25, Global specialty sales were up 17% YoY at US$ 1.22bn. R&D expenses were at Rs 903 crore or 6.5% of sales in Q1FY26. Management maintained guidance of high single digit growth in revenue for FY26. Company expects 25% tax rate for FY26 vs. 20% in FY25. EPS for the quarter stood at Rs 9.5 and it was at Rs 45.6 for FY25. At CMP, the stock trades at 28x FY27E EPS.

Jubilant Ingrevia’s profit up by 54.2% in June quarter

Operational performance was better for the quarter. Company reported 1.3% YoY at Rs 1038 crore as against estimate of Rs 1033 crore. EBITDA margin was up 300bps YoY at 13.7% as against estimate of 12.9%. Net profit was up 54.2% YoY at Rs 75.1 crore. Other Income increased 17% YoY at Rs 11.2 crore. EPS for the quarter stood at Rs 4.75 and it was at Rs 15.84 for FY25. At CMP, the stock trades at 26x FY27E EPS.

KRN Heat Exchanger’s profit up by 3.8% in June quarter

Net profit rose 3.8% to Rs 12.42 crore in the quarter. Total sales rose 20.4% to Rs 115.28 crore in the quarter ended June 2025. Overseas revenue grew 39% YoY to Rs 18.9 crore.

Mankind Pharma’s profit down by 18% in June quarter

Overall result came in line with expectations in the quarter. Revenue for the quarter grew 24.5% YoY at Rs 3570cr as against estimate of Rs 3485cr. Operating margin improved 30bps YoY at 23.7% as against expectation of 24.3%. Other Income declined 20% YoY at Rs 80cr. Net profit declined 18% YoY at Rs 444.6cr. Finance cost stood at Rs 171cr as compared to Rs 11cr, a year ago. Domestic business increased 19% YoY growth at Rs 3101cr. Exports revenue grew 81% YoY at Rs 469cr. EPS for the quarter stood at Rs 10.2 and it was at Rs 49.2 for FY25. At CMP, the stock trades at 38.5x FY27E EPS.

Inventurus Knowledge Solutions’ profit up by 58.6% in June quarter

Operational numbers were strong for the quarter. Total revenue grew 15.6% YoY at Rs 740cr. Operating margin was up 510bps YoY at 32.1%. Net profit increased 58.6% YoY at Rs 151.5cr. EPS for the quarter stood at Rs 8.85 and it was at Rs 28.6 for FY25. At CMP, the stock trades at 43.5x FY26E EPS.

Indegene’s profit up by 32.7% in June quarter

Revenue for the quarter grew 12.5% YoY at Rs 761cr. Operating margin improved 60bps YoY at 20.2%. Net profit was up 32.7% YoY at Rs 116.4cr. Company had cash & equivalents of Rs 1728 crore as of June-2025. EPS for the quarter stood at Rs 4.85 and it was at Rs 17 for FY25. At CMP, the stock trades at 22.5x FY27E EPS.

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Source: HDFC Securities Prime Research