ITCITC LTD.
ITC Q1 FY27: cigarette tax hike squeezes profit, consolidated PAT ₹4,509 Cr down 16% YoY
fmcg · cigarettes · excise duty hike
Research Reports
31 Jul 2026
30 Jul 2026
29 Jul 2026
ADFFOODSADF FOODS LTD.-$
ADF Foods Q1: consol PAT +13% YoY, but ~22% down adjusted for one-off tariff refund
food exports · us tariff refund · margin compression
TRIVENITRIVENI ENGINEERING & INDUSTRIES LTD.
Seasonally soft Q1: Triveni consolidated PAT ₹3.65 Cr as PTB demerger reshapes the group
sugar · distillery · ethanol blending
GOKULAGROGokul Agro Resources Ltd
Gokul Agro Q1 FY27: consolidated PAT surges 72% YoY to ₹123 Cr as margins expand, revenue up 7%
edible oil · agro commodities · margin expansion
SKMEGGPRODSKM EGG PRODUCTS EXPORT (INDIA) LTD.
SKM Egg Q1 FY27: consolidated PAT +46% YoY on margin gains, revenue growth stays modest
egg products · margin expansion · modest revenue growth
SUKHJITSSUKHJIT STARCH & CHEMICALS LTD.-$
Sukhjit Starch Q1FY27: consol PAT +142% YoY to ₹12.15 Cr as margins expand
starch · maize processing · margin expansion
PGHHPROCTER & GAMBLE HYGIENE & HEALTH CARE LTD.
P&G Hygiene Q1 profit slides 34% YoY to ₹126 Cr as margins compress on input, ad costs
fmcg · consumer staples · margin compression
28 Jul 2026
TRUALTTrualt Bioenergy Ltd
Revenue doubles YoY to ₹627 Cr; TruAlt Q1 PAT jumps to ₹59 Cr from near-breakeven
ethanol · biofuel · compressed biogas
SHKS H Kelkar and Company Ltd
SH Kelkar Q1FY27: revenue +14% YoY, adjusted PAT +7%; OPM hits 13.5% guidance mark
fragrances · flavours · insurance settlement
VSTINDVST INDUSTRIES LTD.
Profit down 24% YoY to Rs42 Cr; excise-duty revamp inflates VST's optical topline
tobacco · cigarettes · excise duty
DWARKESHDWARIKESH SUGAR INDUSTRIES LTD.
Dwarikesh Sugar Q1FY27 loss widens to ₹25.7 Cr YoY as distillery revenue plunges 64%
sugar sector · distillery decline · seasonal loss
RADICORADICO KHAITAN LTD.
Radico Khaitan Q1: consolidated PAT jumps 76% YoY to ₹230 Cr on sharp margin expansion
alcoholic beverages · spirits · premiumisation
27 Jul 2026
TITILAKNAGAR INDUSTRIES LTD.-$
Imperial Blue lifts Tilaknagar revenue 165%, but PAT falls 64% to ₹32 Cr on integration costs
imfl · liquor · imperial blue acquisition
CCLCCL PRODUCTS (INDIA) LTD.
CCL Q1: consolidated PAT +61% YoY to ₹117 Cr as coffee margins expand, EBITDA beats guide
coffee · margin expansion · green coffee prices
IFBAGROIFB AGRO INDUSTRIES LTD.
IFB Agro Q1 FY27: consolidated PAT +18% YoY to Rs20.4 Cr as Marine losses widen
marine segment losses · spirituous beverages growth · ebitda margin expansion
GODFRYPHLPGODFREY PHILLIPS INDIA LTD.
Godfrey Phillips Q1 PAT falls 44% YoY to ₹198 Cr as cigarette tax overhaul bites
cigarettes · tobacco · excise duty
PGHHPROCTER & GAMBLE HYGIENE & HEALTH CARE LTD.
Q1 FY27: Margin resilience on test as Street awaits traction
feminine hygiene · margin expansion · management transition
COLPALCOLGATE-PALMOLIVE (INDIA) LTD.
Testing the Momentum—Can Q1 Sustain FY26's 9% Growth as Rural Demand Stabilizes?
COLPAL · oral-care · premiumisation
AWLAdani Wilmar Ltd
Margin Pivot: Can Branded Exports Sustain Q1's Momentum Amid Commodity Headwinds?
earnings · FMCG · margin expansion
25 Jul 2026
GMBREWG.M.BREWERIES LTD.
GM Breweries Q1 FY27: PAT +46% YoY to ₹37.7 Cr, margins expand despite QoQ dip
country liquor · margin expansion · revenue growth
STYLAMINDStylam Industries Limited
Stylam Q1: consolidated PAT ₹48.2 Cr, up 70% YoY on margin expansion and debt-cost drop
laminates · margin expansion · finance cost reduction
HIGHENEHIGH ENERGY BATTERIES (INDIA) LTD.
High Energy Batteries swings to ₹1.82 Cr loss in Q1 FY27 as revenue falls 41% YoY, 73% QoQ
defence batteries · aerospace naval batteries · revenue decline
AUBANKSURANASOL+3
Q1 FY27 Earnings: Where Growth Met Margin Pressure
Q1 FY27 · earnings · margin compression
ResearchDeep dive6 minBanking
DABURDABUR INDIA LTD.
Momentum on Trial: Can Dabur Sustain Double-Digit Growth Amid Input Inflation?
FMCG earnings · double-digit growth · margin pressure
ITCITC LTD.
Can ITC defend cigarette margins while FMCG diversification gains traction?
cigarette margins · FMCG diversification · agritech
24 Jul 2026
23 Jul 2026
