SBILIFESBI Life Insurance Company Ltd
New Business Momentum Into Q1 — Watch the Margin Story
earnings · insurance · new business
Research Reports
23 Jul 2026
HINDZINCHINDUSTAN ZINC LTD.
Record Production Runs Into Volume Headwinds; Margin Sustainability on Test
production record · margin resilience · metal prices
TATACAPTata Capital Ltd
Diversified NBFC eyes AUM growth and margin play as gold loans enter the mix
NBFC · AUM growth · gold loans
COALINDIACOAL INDIA LTD.
Production Headwind vs Demand Resilience: Coal India's Supply-Margin Trade-off
coal production · supply pressure · profit margin
ADANIPORTSADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.
Volumes in focus: Container surge and margin lift at Adani Ports
cargo volumes · EBITDA growth · container terminals
NTPCNTPC LTD.
Can NTPC hold margins as renewables ramp and capex commitment soars?
thermal capacity · renewable energy · coal allocation
ADANIENTADANI ENTERPRISES LTD.
Diversification in Motion—Expect Stable Core, Growth Bets Taking Shape
copper refinery · aluminium JV · infrastructure incubator
ASIANPAINTASIAN PAINTS LTD.
Decorative Paint Volumes to Rise; Margin Pressure Worth Watching
Asian Paints · Q1 FY27 · earnings
LTLARSEN & TOUBRO LTD.
Execution Now — Can L&T Deliver 10% Growth from Record ₹5.12L Cr Order Book?
execution · order book · infrastructure
INFYINFOSYS LTD.
Execution on AI partnerships tested against margin headwinds
Infosys · IT services · AI partnerships
HINDUNILVRHINDUSTAN UNILEVER LTD.
Volume-led turnaround on tap, but input-cost squeeze lingers into H1
FMCG · volume-growth · margin-pressure
22 Jul 2026
HINDPETROHINDUSTAN PETROLEUM CORPORATION LTD.
The Loss That Masqueraded: Why HPCL's ₹11,526 Cr Write-Down Didn't Arrive at the Refinery Gate
Gross Refining Margin · inventory markdown · Q1 FY27
ResearchCatalyst check6 minEnergy & Oil/Gas
SHARDULSHARDUL SECURITIES LTD.
When the Promoter Reshuffles: Shardul's ₹119 Crore Control Shift
promoter reshuffle · shareholding consolidation · family wealth
ResearchDeep dive5 minFinancial Services
BHAGERIABhageria Industries Ltd
Bhageria Q1: consolidated PAT triples to ₹33.9 Cr, revenue up 82% on chemicals ramp
specialty chemicals · dye intermediates · revenue doubling
OFSSORACLE FINANCIAL SERVICES SOFTWARE LTD.
OFSS Q1: consolidated PAT doubles to ₹1,416 Cr, but a ₹935 Cr one-off license deal drives it
banking software · product licenses · one-off deal
GANDHARGandhar Oil Refinery (India) Ltd
Gandhar Oil Q1: consolidated PAT ~8x YoY to ₹206 Cr on sharp margin expansion
petroleum products · specialty oils · base oil spread
TRISHAKTTRISHAKTI ELECTRONICS & INDUSTRIES LTD.
Trishakti's Triple Play: ₹1,680 Cr Q1, Wind Energy Entry, and MENA Bet
equipment-rental · infrastructure · renewable-energy
ResearchDeep dive6 minIndustrials & Infra
IIFLIIFL Finance Ltd
IIFL Finance Q1: consolidated PAT up 160% YoY to ₹713 Cr, margins double off low base
nbfc · gold loan · margin expansion
PARASParas Defence and Space Technologies Ltd
Paras Defence's ₹6,200 Crore Semiconductor Wager—When Defence Pivots to Chip Packaging
semiconductors · OSAT · IC packaging
ResearchDeep dive5 minIndustrials & Infra
ETERNALZomato Ltd
Eternal Q1: Blinkit swings to profit, revenue triples YoY; ₹92 Cr PAT trails street
quick commerce · blinkit turnaround · food delivery
SRFSRF LTD.
SRF Q1: consolidated PAT surges 76% YoY to ₹759 Cr as films and chemicals drive margin jump
specialty chemicals · fluorochemicals · packaging films
BPCLBHARAT PETROLEUM CORPORATION LTD.
BPCL swings to ₹1,873 Cr consolidated Q1 loss as marketing margins collapse
oil marketing · refining margins · lpg under-recovery
VSSLVARDHMAN SPECIAL STEELS LTD.
Vardhman Special Steels Q1: PAT more than doubles YoY to ₹41 Cr as margins expand
special steels · margin expansion · cost control
HFCLHFCL Ltd
HFCL's Record Results Mask an AI-Ready Expansion—₹215 Cr Data Centre Bet Signals Pivot
data centre · capex · optical fibre
ResearchDeep dive6 minIndustrials & Infra
NACLINDNACL Industries Ltd
NACL Q1: consolidated PAT up 60% to ₹20.8 Cr on margin expansion as revenue slips 14%
agrochemicals · crop protection · margin expansion
ADANIPOWERADANI POWER LTD.
Adani Power Q1: consolidated PAT ₹4,867 Cr, +47% YoY on record volumes; ~29% underlying
thermal power · power generation · record volumes
BANSALWIREBansal Wire Industries Ltd
Bansal Wire Q1: consolidated PAT halves to ₹20 Cr on margin squeeze as revenue climbs 24%
steel wire · margin compression · input cost pressure
ORIENTELECOrient Electric Ltd
Orient Electric Q1: standalone PAT jumps 80% YoY to ₹31.5 Cr, revenue up 23% on summer demand
consumer durables · fans and appliances · summer demand
EMAMIPAPEMAMI PAPER MILLS LTD.
Emami Paper Q1 FY27: PAT jumps to ₹38.6 Cr as margins expand, revenue up 22% YoY
paper and paperboard · newsprint · margin expansion
TTMLTATA TELESERVICES (MAHARASHTRA) LTD.
TTML Q1 loss narrows sharply to ₹72 Cr as finance costs halve; revenue up 6% YoY
telecom · enterprise connectivity · loss narrowing