HOMEFIRSTHome First Finance Company India Ltd
Home First Q1 posts standalone PAT ₹160 Cr, up 34% YoY on NIM expansion; beats Street
affordable housing finance · nbfc · margin expansion
Research Reports
27 Jul 2026
USHAMARTUSHA MARTIN LTD.
Usha Martin Q1: consolidated PAT ₹142 Cr, up 41% YoY as EBITDA margin nears 20% target
wire ropes · steel products · 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
NORTHARCNorthern Arc Capital Ltd
Northern Arc Q1: consolidated PAT up 46% YoY to ₹114 Cr as credit cost eases, NPM widens
nbfc · diversified lending · aum growth
SAGCEMSAGAR CEMENTS LTD.-$
Sagar Cements swings to ₹28 Cr consolidated Q1 loss on margin squeeze, Andhra drag
cement · net loss · margin compression
VOGLACL+1
The Distress Ladder: Three Stocks Sliding Down Different Rungs
distress · regulatory · operational losses
ResearchDeep dive6 minEnergy & Oil/Gas
GRAVITAGRAVITA INDIA LTD.
Gravita Q1: consolidated PAT +14% to ₹106 Cr as copper lifts revenue 42%, margins slip
lead recycling · copper recycling · inorganic growth
SENORESSenores Pharmaceuticals Ltd
Senores Q1: consolidated PAT ₹30.5 Cr, EBITDA +87% YoY as margins expand ~800bps
pharmaceuticals · andas · regulated markets
HUDCOHousing & Urban Development Corporation Ltd
HUDCO Q1 profit up 35% YoY to ₹851 Cr as loan income and fading FCNR drag lift margins
housing finance · infrastructure lending · loan book growth
RRKABELR R Kabel Ltd
R R Kabel Q1: consolidated PAT more than doubles to ₹205 Cr as W&C drives 54% revenue jump
wires and cables · fmeg · margin expansion
IGILInternational Gemmological Institute India Ltd
Guidance vs reality: bullish call masks -87.7% YoY revenue collapse
lab-grown diamonds · AGL acquisition · capacity expansion
PNGJLP N Gadgil Jewellers Ltd
PNG Jewellers Q1: consolidated PAT +52% YoY to ₹105 Cr as margins expand on 56% retail surge
jewellery retail · revenue growth · margin expansion
NELCASTNELCAST LTD.
Nelcast Q1 FY27: PAT Falls 59% YoY to ₹5.1 Cr as Cost Inflation Squeezes Margins
iron castings · auto ancillary · margin compression
MANBAManba Finance Ltd
Manba Finance standalone revenue up 38%, PAT up 36% YoY in Q1 FY27
nbfc · vehicle finance · two wheeler loans
AFCONSAfcons Infrastructure Ltd
Afcons at the Crossroads: What the ₹2,670-Crore Pledge Signals
infrastructure · pledged shares · capital raise
ResearchDeep dive5 minIndustrials & Infra
EPIGRALMeghmani Finechem Ltd
Epigral Q1: adjusted PAT +25% YoY on 16% revenue growth; tax-credit base masks the print
chemicals · chloro alkali · cpvc
ACLANDHRA CEMENTS LTD.
Andhra Cements Q1: PBT loss widens 61% YoY to ₹47.8 Cr despite 43% revenue growth
cement · loss widening · margin compression
TMBTamilnad Mercantile Bank Ltd
TMB Q1: net profit +35% YoY to ₹411.5 Cr, a record, on broad margin expansion
private sector banks · margin expansion · net interest margin
SUMICHEMSumitomo Chemical India Ltd
Sumitomo Chemical Q1: consol PAT +20% to ₹215 Cr on margins; revenue flat, one-off aids
agrochemicals · margin expansion · flat revenue
FAIRCHEMORFairchem Organics Ltd
Fairchem Organics PAT jumps 7.5x YoY to ₹10 Cr as OPM expands to 10.1% from 4%
speciality chemicals · oleo chemicals · margin expansion
CANBKCANARA BANK
Canara Bank Q1: consol PAT ₹5,181 Cr up 62% but ~3% adjusted; core steady, NII +13% YoY
psu bank · public sector bank · base effect
DUKEOFSDUKE OFFSHORE LTD.
Change of Guard: Duke Offshore's New Promoter Reshapes Oil Services
offshore equipment · promoter change · Aspect Global
ResearchDeep dive6 minEnergy & Oil/Gas
RATNAVEERRatnaveer Precision Engineering Ltd
The Copper Clad Inflection: Ratnaveer's capex ramp pivots to earnings
Copper Clad Laminate · Import substitution · Electronics-grade materials
ResearchDeep dive6 minMetals & Mining
MAMATABGWTATO+2
The Monsoon Strike: Manufacturing Plants Paralyzed Across 4 Districts
monsoon · disruption · manufacturing
ResearchDeep dive6 minIndustrials & Infra
SIGMAADVMEGASOFT LTD.
Sigma's $1B Artillery Prize: Can the Company Sustain Margin-Accretive Export Orders?
defence exports · artillery shells · margin expansion
ResearchDeep dive7 minIndustrials & Infra
IRFCIndian Railway Finance Corporation Ltd
Can IRFC Sustain Credit Growth Amid Promoter Overhang? Watch NIM & Disbursals
credit growth · net interest margin · asset quality
INDUSTOWERIndus Towers Ltd
Margin resilience and co-location momentum on the line
tower infrastructure · EBITDA margin · 5G colocation
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
ABCAPITALAditya Birla Capital Ltd
Growth on Track: AUM Momentum & Capital Deployment Before Q1 Print
AUM growth · wealth management · insurance premiums