AUROPHARMAAUROBINDO PHARMA LTD.
Margin pivot and US consolidation: Aurobindo targets 21% EBITDA in FY27
margin recovery · US expansion · Lannett integration
Research Reports
02 Aug 2026
GODREJPROPGodrej Properties Ltd
Execution on Ambitious FY27 Pre-Sales Target — First Quarterly Test
Godrej Properties · real estate · pre-sales
NHPCNHPC LTD.
On the Monetization Move: NHPC's Q1 Cash Flow & Dividend Setup
dividend aristocrat · hydro power · PSU
IREDAIndian Renewable Energy Development Agency Ltd
Loan book momentum to take centre stage as IREDA reports Q1 results
IREDA · renewable energy · loan book
MANBAManba Finance Ltd
36% Profit Growth Masks a Decelerating AUM Engine
AUM deceleration · profitability robust · capital constraint
MOLDTKPACMold-Tek Packaging Limited
Record revenue, but the margin math doesn't support the passthrough claim
gross margin compression · pharma ramp · EBITDA per kg
UPLUPL Limited
UPL Q1: Margins in Focus as Deleveraging Gains Pace
agchem · margin-expansion · deleveraging
MOLDTKPACMold-Tek Packaging Limited
Record revenue but margin pressure; pharma surge justified
pharma growth · EBITDA per kg · consolidation benefits
CUMMINSINDCUMMINS INDIA LTD.
Q1 FY-2027: Tracking Domestic Momentum Against Export Headwinds
earnings · power-generation · margins
MANBAManba Finance Ltd
Strong profit growth masks softening AUM momentum; diversification underway
AUM deceleration · profitability robust · capital constraint
BERGEPAINTBERGER PAINTS INDIA LTD.
Paint volumes hold firm as monsoons settle; margin watch takes center stage
paints · berger · q1-fy27
MARICOMARICO LTD.
Volume Momentum & Margin Tailwinds Enter a High-Valuation Test
Q1 FY27 · volume growth · copra prices
BHARTIHEXABharti Hexacom Ltd
Q1 FY27: Mobile Subscriber Adds & HOBS Momentum Track Test
subscriber growth · HOBS segment · competitive intensity
DLFDLF LTD.
DLF Q1: Watch Sales Momentum and Margin Hold as Delivery Ramp Continues
real estate · sales bookings · profit growth
SBIFUNDSSBI Funds Management Ltd
First Public Quarter: AUM Momentum & Margin Hold
AUM growth · mutual funds · market share
PIDILITINDPIDILITE INDUSTRIES LTD.
Volumes & Price Realisations in Focus
volume growth · adhesives · margin resilience
POWERGRIDPOWER GRID CORPORATION OF INDIA LTD.
POWERGRID Q1: Margins Under Stress After Tariff Delays
transmission infrastructure · regulated returns · margin compression
COFORGECoforge Ltd
Order Book Exceptional, Margins Pressured Near-Term—Hold for Deal Ramps
Encora integration · large deal ramps · order book
ONGCOil and Natural Gas Corporation Ltd
Production ramp-up begins: ONGC Q1 poised on new gas flow
production ramp-up · KG-D6 · oil prices
COFORGECoforge Ltd
Record order book drives long-term upside; near-term margins pressured by integration
AI-led engineering · order book expansion · Encora integration
BHARTIARTLBHARTI AIRTEL LTD.
Subscriber premiumisation and capex clarity in focus as Airtel eyes stable ARPU in Q1
ARPU · subscriber premiumisation · capex
NETWEBNetweb Technologies India Ltd
172% Growth, Doubled Timeline: The Speed Trade-Off
AI infrastructure · government procurement · execution timeline
NETWEBNetweb Technologies India Ltd
Record 172% growth on AI surge; execution speed slowing, concentration high
AI sovereignty · order book visibility · execution timeline
MOTILALOFSMOTILAL OSWAL FINANCIAL SERVICES LTD.
Operating PAT Accelerates; Market Spooked by Near-Term Mix Noise
annuity-mix-shift · operating-leverage · fund-maturation-catalyst
HUDCOHousing & Urban Development Corporation Ltd
₹851 Crore Disconnect: YoY Momentum vs. Sequential Reality
spreads recovery · MOU pipeline · loan book growth
MOTILALOFSMOTILAL OSWAL FINANCIAL SERVICES LTD.
Annuity engine firing; wealth volatility a near-term speed bump
annuity-mix-shift · AUM-compounding · SIP-momentum
HUDCOHousing & Urban Development Corporation Ltd
Strong YoY growth masks QoQ decline; long-term ₹3L Cr target backed by MOUs
infrastructure tailwinds · MOU execution · spread recovery
NEOGENNeogen Chemicals Ltd
Strong Q1 masks battery ramp risk; guidance raised
battery materials · guidance upgrade · capacity utilization
PERSISTENTPERSISTENT SYSTEMS LTD.
Persistent Q1: revenue +29% YoY, but margin squeeze caps consolidated PAT growth at 14%
it services · margin compression · revenue growth
01 Aug 2026
