Stocks to Watch Today, Friday, July 24, 2026: Infosys, Sona BLW, Meesho, Suryoday Small Finance Bank and Cyient

Mumbai, July 24: Five names dominated Thursday’s Q1 earnings tape, from Infosys trimming its FY27 guidance band to Meesho cutting its losses in half. Here’s what’s driving each stock and what to track as the earnings season rolls on.

Infosys (INFY) 

FY27 revenue growth guidance narrowed to 1.5%-3%: Infosys on Thursday narrowed its FY27 revenue growth guidance to 1.5-3 per cent in constant currency terms, from 1.5-3.5 per cent previously, and maintained its operating margin guidance of 20-22 per cent. Consolidated revenue for the first quarter was $5,082 million, up 2.8 per cent year-on-year, while rupee-based consolidated revenue grew 14 per cent to Rs 48,211 crore. Operating margin was 21.1 per cent. Large deal wins worth $3.6 billion were closed during the quarter. Investors will look for commentary on improving demand trends in Financial Services and Energy, Utilities and Resources verticals, where Infosys expects growth to accelerate through the year.  

Infosys also named company veteran Ashiss Kumar Dash as CEO-designate, with the leadership transition scheduled for April 1, 2027, after incumbent Salil Parekh completes his second term, marking the end of a nine-year tenure.  

Sona BLW Precision Forgings (SONACOMS) 

Q1 profit surges 46.7% to Rs 178.5 crore: Sona Comstar’s consolidated net profit jumped 46.7 per cent year-on-year to Rs 178.5 crore, against Rs 121.7 crore in the year-ago period, and revenue soared 52.4 per cent to Rs 1,301.2 crore from Rs 853.9 crore, the highest-ever quarterly revenue reported by the company. The mobility technology company attributed its revenue growth to continued traction in its electric and hybrid vehicle programmes and its efforts to serve a diversified global customer base across sectors. Responding to investor expectations around its future growth strategy, Sona Comstar unveiled a long-term growth roadmap called Sona Comstar 2.0, aimed at expanding its technology portfolio and products, venturing into new sectors such as robotics, among others. It closed FY26 with a net order book of Rs 23,700 crore. Additionally, the company’s board has approved a capital expenditure of Rs 62.6 crore towards advanced robotics products and humanoid components. Investors will track commentary on execution of the large order book and early wins in its robotics businesses during the earnings call. 

Meesho (MESHO) 

Q1 net loss narrows 54% to Rs 133 crore: Shares of e-commerce platform Meesho declined despite the company narrowing its net loss by 54 per cent to Rs 133 crore for
the quarter ended June 30.

Suryoday Small Finance Bank (SURYODAY) 

Q1 profit leaps 113.1% to Rs 75.2 crore: Net profit at Suryoday Small Finance Bank jumped 113.1 per cent year-on-year to Rs 75.2 crore for the quarter ended June 30, while net interest income grew 27.8 per cent to Rs 315.7 crore from Rs 247.1 crore. Provision for bad loans fell 41 per cent to Rs 36.7 crore from Rs 62.1 crore and net non-performing assets (NPAs) declined sharply to 1.27 per cent from 4.21 per cent sequentially, while gross NPAs inched up marginally to 6.6 per cent from 6.55 per cent. Investors will look for commentary on fresh NPA recognition and normalisation of credit costs going forward during the earnings call. 

Cyient (CYIENT) 

Q1 net profit leaps 90% sequentially to Rs 104 crore: Engineering and semiconductor services company Cyient recorded a sequential rise of 90 per cent in consolidated net profit at Rs 104 crore for the first quarter of FY27 ended June 30 against Rs 55 crore in the previous quarter. Net sales were Rs 2,076 crore, up 7.7 per cent sequentially. EBIT rose 20 per cent sequentially to Rs 187 crore and margins expanded 90 basis points to 9 per cent. Cyient group’s listed electronics manufacturing services arm Cyient DLM posted the highest-ever order book during the quarter, while Cyient Semiconductor Solutions, raised additional capital at a valuation of $500 million. Investors will track margin guidance for both engineering and semiconductor businesses and order book performance during the post-earnings investor call. 

Sources

• BSE
• NSE
• Company filings
• PTI