Stocks in News
Date: 23 July 2026
Market Sentiment
– 🟢 Positive: 16
– ⚪️ Neutral: 14
– 🔴 Negative: 4
Q1 FY27 Earnings Highlights
Positive
– Oracle Financial Services: Record quarter; revenue, margins and PAT surged.
– Gandhar Oil Refinery: Strong earnings; PAT jumped over 7x.
– IndusInd Bank: Profit rose sharply; asset quality improved.
– UCO Bank: Healthy NII growth with lower provisions.
– Nippon Life AMC: Strong income and PAT growth.
– HEG: Margin expansion drove higher profitability.
– UTI AMC: Returned to profit with better earnings.
– NTPC Green Energy: Strong revenue and profit growth.
– Waaree Renewable Technologies: Healthy operational performance.
– Bhageria Industries: Broad-based earnings growth.
– Bhagwati Autocast: Strong improvement across financial metrics.
Neutral
– Shoppers Stop: Sales improved; remained loss-making.
– CIE Automotive: Stable growth with healthy margins.
– Tanla Platforms: Steady operational performance.
– Geojit Financial Services: Profit increased despite lower income.
– IIFL Finance: Strong earnings supported by higher income.
Negative
– Dr. Reddy’s Laboratories: Weak US business impacted earnings.
– HPCL: Reported quarterly loss amid weak refining margins.
– Waterways Leisure: Profitability declined.
– United Spirits: Margin pressure from higher advertising spend.
Positive Corporate Updates
– Sona Comstar: JV with DENSO for EV and hybrid powertrains.
– Azad Engineering: Delivered indigenous turbojet engine to DRDO.
– Saatvik Green Energy: Secured ₹138 crore solar module order.
– Waaree Energies: Won 125 MW international HJT module order.
– Rubicon Research: Acquired first US manufacturing facility.
– Oracle Financial Services: New MD & CEO and CFO appointed.
– Inox Green Energy Services: Approved ₹600 crore fund raise.
– TVS Motor: Launched Raider motorcycle in Egypt.
– HCL Technologies: Selected by TIM Brasil for eSIM solution.
– Mahindra Lifespaces: Expanded Chennai project with Sumitomo.
– Siyaram Silk Mills: NCLT approved bonus preference share scheme.
– Emcure Pharmaceuticals: Completed Gennova acquisition.
– PC Jeweller: Further reduced bank debt.
– ONGC & Oil India: Higher crude supports upstream earnings.
– Gold Finance & Jewellery Stocks: Higher gold prices remain favourable.
– Jeena Sikho Lifecare: Announced new hospital in West Bengal.
Negative Updates
– Paint, Aviation & Chemical Stocks: May face input cost pressure from higher crude.
– Crude-sensitive Stocks: Remain under pressure amid geopolitical tensions.
– Vedanta Oil & Gas: Received demand notices from DGH.
– Dr. Reddy’s Laboratories: Weak earnings weighed by US business slowdown.
Neutral Updates
– Infosys: BPM subsidiary incorporated in Colombia.
– IDBI Bank: Two independent directors appointed.
– Swan Defence & Heavy Industries: ICRA assigned BBB (Stable) rating.
– Godrej Consumer Products: Invested ₹200 crore in Godrej Pet Care.
– Bliss GVS Pharma: Open offer recommendation approved.
– Jindal Poly Films: Overseas subsidiary filed for strike-off.
– Kajaria Ceramics: Completed buyback share extinguishment.
– Sumeet Industries: Rights issue allotment completed.
– Geojit Financial Services: New Managing Director appointed.
– Gandhar Oil Refinery: Independent Director appointed.
– UTI AMC: P. V. Bharathi appointed Chairperson.
Key Takeaway
– The day remained earnings-driven with financials, asset managers and renewable energy companies leading positive sentiment. Higher crude prices continue to support upstream oil producers while creating headwinds for crude-sensitive sectors such as paints, aviation and chemicals.
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Stocks To Watch
Results
– Shoppers Stop: Q1 revenue rose 11.2% YoY to ₹1,291.4 crore.
– Nippon Life India AMC: Q1 net profit increased 27.2% YoY to ₹504 crore.
– IIFL Finance: Q1 consolidated net profit surged 189.3% YoY to ₹675.1 crore.
– IndusInd Bank: Q1 net profit grew 46.5% YoY to ₹1,002.5 crore.
– HPCL: Reported ₹11,526.4 crore Q1 loss versus ₹4,901.5 crore profit YoY.
– Dr. Reddy’s Laboratories: Q1 earnings missed estimates with sharp decline across key financial metrics.
– NACL Industries: Q1 consolidated PAT rose 59.8% YoY to ₹20.84 crore.
– UCO Bank: Q1 net profit increased 8% YoY, supported by higher NII and lower provisions.
Business Updates
– Sona BLW Precision Forgings: Formed two JVs with DENSO for EV and hybrid powertrain systems.
– Rubicon Research: Acquired its first US manufacturing facility in New Jersey for $2.9 million.
– Kajaria Ceramics: Extinguished 21.5 lakh shares following buyback.
– TVS Motor Company: Launched TVS Raider motorcycle in Egypt.
– Inox Green Energy Services: Approved fundraise of up to ₹600 crore.
– Siyaram Silk Mills: NCLT approved bonus preference share scheme.
– Jeena Sikho Lifecare: To establish a 60+ bed hospital in West Bengal by October 2026.
– Swan Defence & Heavy Industries: ICRA assigned BBB (Stable) rating to ₹2,650 crore facilities.
– Emcure Pharmaceuticals: Acquired remaining 12.05% stake in Gennova for ₹231.87 crore.
– Sumeet Industries: Allotted 16.84 crore shares under rights issue.
– HCL Technologies: Selected by TIM Brasil for South America’s first cross-platform eSIM transfer solution.
– Saatvik Green Energy: Secured ₹138 crore domestic solar module order.
– Azad Engineering: Delivered first indigenous expendable turbojet engine to DRDO.
– Sun TV Network: Received 99,999 bonus shares in SunRisers Leeds.
– Godrej Consumer Products: Invested ₹200 crore in Godrej Pet Care via rights issue.
– Bliss GVS Pharma: Committee recommended Anupam Rasayan’s open offer.
– Jindal Poly Films: UK subsidiary applied for strike-off.
– Saregama India: Increased stake in Pocket Aces to 95.76%.
– Waaree Energies: Secured international 125 MW HJT solar module order.
– Signature Global: Acquired 0.38 million sq. ft. in Signature Global Sarvam.
– Mahindra Lifespaces: Expanded Chennai Phase 2B with Sumitomo.
Corporate Actions
– Sona BLW Precision Forgings: Approved slump sale of EV business to Sona Comstar for ₹893 crore; DENSO to acquire 49% stake in Sona eDrive at ₹1,750 crore enterprise value.
Key Takeaway
– The session is dominated by strong Q1 earnings from financials and AMCs, while EV, defence, renewable energy and healthcare companies announced strategic business developments that could support long-term growth.
MARKET CUES
GIFT Nifty Lower, Indicates A Gap-down Start For The Indian Market
GIFT Nifty Trading At A Discount Of >120 pts From Nifty Fut Wed’s Close
US Futs Flat, Investors Weigh Fresh Earnings, Al Spending Concerns & Rising Oil Prices
US Market Ends Marginally Lower, Nasdaq Down Over 0.5%
Alphabet Shares Fall Despite Q2 Earnings Beat As Capex Guidance Raised Further
Tesla Shares Fall Nearly 5% In Extended Trade After Negative Free Cash Flow In Q2
Donald Trump Says: Iran Wants To Make A Deal, But I Say They’re Not Ready For It
STOCKS WATCHLIST
POSITIVE
ONGC, Oil India-Brent crude rises for 5th session
Sona Comstar-Partners with DENSO Corporation (powertrains)
Azad Engineering-Delivers India’s first indigenous expendable turbojet engine
Inox Green Energy Services-Board approves Rs 600cr fundraise
Gold Financing Co, Jewellery Stocks-Gold prices at 2-week high
TVS Motor-Launches TVS Raider motorcycle in Egypt
HCL Technologies-Tie up with TIM Brasil (eSim transfers)
Saatvik Green Energy-Rs 138cr order win
Waaree Energies-International solar order win
Mahindra Lifespaces-To expand Chennai project with Sumitomo Group
Rubicon Research-Acquires first US manufacturing facility
NEGATIVE
Paint, Aviation, Chemicals-Brent crude above $95/bbl
ADANI GREEN ENERGY LTD – Q1 FY27 EARNINGS CALL HIGHLIGHTS
#Q1FY27
Management Commentary
– Strong FY27 start delivered.
– Crossed 20 GW milestone.
– Execution remained industry-leading.
– Storage business scaling rapidly.
– Technology enhanced operations.
– AI-driven demand accelerating.
– Long-term growth remains robust.
– Clean energy outlook positive.
Financial Performance
– Power revenue ₹4,280 Cr (+29% YoY).
– Power EBITDA ₹4,122 Cr (+33% YoY).
– EBITDA Margin 94%.
– Energy sales 13.7 BU (+30% YoY).
– Q1 CapEx ₹8,800 Cr (+41% YoY).
– FY27 EBITDA run-rate ₹21,000 Cr.
– Current EBITDA run-rate ₹17,000 Cr.
– Strong capital deployment continued.
Operational Performance
– Installed RE capacity crossed 20 GW.
– Added 4.3 GW YoY.
– FY27 target 5 GW additions.
– BESS capacity reached 3.5 GWh.
– FY27 BESS target above 10 GWh.
– Chitravati PSP on schedule.
– Khavda execution progressing rapidly.
– Operational performance remained strong.
Business Performance
– Merchant portfolio de-risked.
– Long-term AESL PPAs executed.
– 25-year solar & wind contracts.
– 15-year battery contracts.
– Stable return profile secured.
– Curtailment impact 5–7% EBITDA.
– Khavda curtailment easing.
– Firm renewable portfolio expanding.
Strategic Initiatives
– Expand integrated RE + storage.
– Scale battery storage business.
– Develop pumped hydro projects.
– Pursue large renewable sites.
– Enhance predictive maintenance.
– Strengthen digital operations.
– Focus long-term contracted assets.
– Maintain disciplined execution.
Management Guidance
– FY27 RE addition 5 GW.
– FY27 BESS above 10 GWh.
– FY27 CapEx around ₹42,000 Cr.
– FY27 EBITDA around ₹21,000 Cr.
– FY30 BESS target 50 GWh.
– Chitravati PSP commissioning FY27.
– Curtailment expected to normalize.
– Long-term execution remains on track.
Management Tone
– Highly confident.
– Execution-focused.
– Technology-driven.
– Growth-oriented.
– Disciplined.
– Long-term optimistic.
Key Takeaway
– Adani Green delivered another strong quarter with 30% energy sales growth and 33% EBITDA growth, while crossing the landmark 20 GW renewable capacity milestone. Management reaffirmed its aggressive expansion roadmap, targeting 5 GW renewable additions and over 10 GWh of battery storage in FY27, highlighted the strategic shift toward long-term contracted revenues through AESL to reduce merchant risk, and remains highly optimistic on sustained growth driven by Khavda, battery storage, pumped hydro and India’s accelerating clean energy transition.
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