Stocks To Watch Today, Wednesday, July 22: Indian Hotels, Adani Energy Solutions, TVS Holdings, Bandhan Bank, Cyient DLM

Mumbai: July 22: Q1 earnings kept these five names in focus on Wednesday, from Indian Hotels’ steady profit growth to Cyient DLM’s profit more than doubling. Here’s what’s driving each stock and what investors should track through earnings calls this week.

Indian Hotels (INDHOTEL): Q1 net profit up 18.67% YoY at Rs 390.81 crore 

Tata Group-owned Indian Hotels Company (IHCL) reported 18.67 per cent year-on-year growth in consolidated net profit at Rs 390.81 crore for the quarter ended June 2026, maintaining its trend of consistent profit growth. The hospitality firm continues to see strong demand from domestic leisure and business travellers even as it increases its presence across owned and managed hotels. IHCL has relied heavily on asset-light growth via new-age hotel brands to expand beyond big cities in recent quarters, and management has said that strategy will continue to drive profitability even as new hotels open up throughout the year. Expect investors to look for commentary on room rates, occupancy trends and future pipeline during the company’s post-earnings call. 

Adani Energy Solutions (ADANIENSOL): Q1 net profit surges 124% YoY to Rs 1,149 crore 

Adani Energy Solutions posted a consolidated net profit jump of 124 per cent year-on-year to Rs 1,149 crore for Q1, which was among the best showing across the Adani Group’s public firms this earnings season. The company has been growing its transmission assets while moving into adjacent businesses such as smart metering and data centre-focused power infrastructure. The strong performance comes at a time when investors have continued to favour Indian power companies as electricity demand rises on industrial capacity additions and higher summer consumption, with Adani Energy Solutions also looking to benefit from increased renewable energy evacuation infrastructure in the months ahead. Investors will look out for commentary on the order book, capital expenditure guidance and ongoing transmission projects during the call. 

TVS Holdings (TVSHLTD): Q1 net profit surges 73.8% YoY to Rs 1,173.5 crore 

TVS Holdings, the promoter firm of TVS Motor Company, on Tuesday reported 73.8 per cent year-on-year increase in net profit to Rs 1,173.5 crore for Q1 over Rs 675.3 crore in the corresponding period last year. The significant jump was led by robust performance at group company TVS Motor, in which TVS Holdings holds significant shares, as demand for two-wheelers remained sturdy during the quarter. TVS Holdings’ earnings are seen as a reflection of TVS Group’s operating performance across vehicles, financing and other businesses, and comes as the group has ramped up its focus on electric vehicles in recent months. Investors will look out for capital allocation plans and commentary on the performance of TVS Holdings’ non-automotive businesses during the results discussion. 

Bandhan Bank (BANDHANBNK): Q1 profit soars 35% to Rs 501.7 crore; asset quality sees improvement 

Bandhan Bank’s consolidated net profit jumped 35 per cent year-on-year to Rs 501.7 crore for Q1 compared with Rs 372 crore during the same period last year. Net interest income grew 5.9 per cent to Rs 2,920.6 crore from Rs 2,757.2 crore. Provisions and contingencies plunged 40.5 per cent to Rs 682.6 crore from Rs 1,146.9 crore, which helped improve the lender’s bottom line. Gross non-performing assets (NPAs) were down at 3.15 per cent compared with 3.27 per cent sequentially while net NPAs declined to 0.93 per cent from 0.97 per cent, indicating that the bank’s asset quality continues to stabilise as it reported marginal improvement on its provisions front as well. Bandhan’s microfinance-heavy loan book has historically been sensitive to economic shocks that impact cash flow in India’s rural markets, and investors will look for commentary on these trends during its call. 

Cyient DLM (CYIENTDLM): Q1 profit doubles to Rs 16.3 crore; revenue grows 34.3% 

Cyient DLM’s consolidated net profit for the quarter stood at Rs 16.3 crore, more than doubling year-on-year from Rs 7.5 crore during the year-ago period. Revenue for the quarter was Rs 373.8 crore, up 34.3 per cent from Rs 278.4 crore previously. Both metrics indicate steady order execution at the electronics manufacturing services company. Cyient DLM continues to benefit from outsourcing demand for electronics manufacturers in aerospace and defence, medical equipment and industrial electronics. Analysts have said this demand is being driven by global companies continuing to diversify production out of China, with India expected to garner a significant share of the work. Expect investors to look for commentary on the order book, capacity expansion and margins during management commentary. 

Source

• bseindia.com
• nseindia.com
• PTI