StockWatch
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Research Reports

20 Jul 2026
VENUSREMVENUS REMEDIES LTD.

Venus Remedies Q1 FY27: consolidated PAT jumps ~139% YoY to ₹22.97 Cr, margins expand

Pharma & Biotech · earnings · quarterly results

ResultsQ1 FY273 minPharma & Healthcare
SMLMAHSML ISUZU LIMITED

SML Mahindra Q1 FY27: revenue +13% YoY but PAT dips 5% to ₹63.6 Cr as margins compress

Auto & EV · earnings · quarterly results

ResultsQ1 FY273 minAutomobile
RAMBHAJOAdvit Jewels Ltd

Advit Jewels Q4 PAT slides 46% YoY to ₹8.7 Cr; but FY26 profit still up 36% to ₹34.4 Cr

earnings · quarterly results · q4 results

ResultsQ4 FY263 min
RAMBHAJOAdvit Jewels Ltd

Advit Jewels' first audited result: FY26 PAT ₹34.4 Cr up 36% on ₹167 Cr revenue; Q4 soft

earnings · quarterly results · q4 results

ResultsQ1 FY273 min
DBCORPD B Corp Ltd

Strong ad growth masks circulation decline, margin gains non-repeatable

ad growth · newsprint inflation · margin resilience

TranscriptDeep diveQ1 FY276 minTelecom & Media
TARILTRANSFORMERS AND RECTIFIERS (INDIA) LTD.

TARIL Q1 FY27: consolidated PAT dips 5% YoY to ₹64 Cr as input costs squeeze margins

Industrials · earnings · quarterly results

ResultsQ1 FY273 minIndustrials & Infra
EMCUREEmcure Pharmaceuticals Ltd

First GLP-1 RA for MASH: Emcure's Poviztra Unlocks Unmet Medical Need

MASH · GLP-1 RA · semaglutide

ResearchDeep dive5 min
NATIONSTDNATIONAL STANDARD (INDIA) LTD.

National Standard Q1 PAT jumps 157% YoY to ₹2.54 Cr — but on treasury income, not operations

Real Estate · earnings · quarterly results

ResultsQ1 FY273 minReal Estate
HDBFSHDB Financial Services Ltd

Record profit growth masks asset-finance stall; multi-year strategy credible

PAT growth · NIM expansion · Asset Finance challenge

TranscriptDeep diveQ1 FY276 minFinancial Services
RAJOOENGRAJOO ENGINEERS LTD.-$

Rajoo Q1: consolidated PAT +15% to ₹17.3 Cr, but growth is subsidiary-led as core & EPS slip

ResultsQ1 FY273 minIndustrials & Infra
DYCLDynamic Cables Ltd

When Export Entry Rewires Growth — Dynamic Cables' US Bet and the Record Q1

US market entry · Export growth · Mid-cap cables

ResearchDeep dive8 minIndustrials & Infra
ACEACTION CONSTRUCTION EQUIPMENT LTD.

ACE Q1 FY27: consolidated PAT ₹119.5 Cr, up 22% YoY as margins expand off low base

ResultsQ1 FY273 minAutomobile
ICICIGIICICI Lombard General Insurance Company Ltd

Profitability crashed 46%, Motor TP judgement a structural crater

Motor TP headwind · margin compression · retail health growth

TranscriptDeep diveQ1 FY276 minFinancial Services
SOBHASobha Limited

Sobha Q1 FY27: consolidated PAT ₹51 Cr, ~4x YoY as revenue climbs 50%; record pre-sales

ResultsQ1 FY273 minReal Estate
CANHLIFECanara HSBC Life Insurance Company Ltd

Canara HSBC Life Q1: PAT ₹28 Cr, up 20% YoY on 24% premium growth; QoQ dip is seasonal

ResultsQ1 FY273 minFinancial Services
CHEMPLASTSChemplast Sanmar Ltd

When Capacity Shutdown Threatens Margins — Chemplast Sanmar's EDC Plant Closure

commodity chemicals · EDC production · factory fire

ResearchDeep dive6 minMetals & Mining
HERITGFOODHeritage Foods Limited

Record revenue, profit collapse: margin crisis obscures growth

VAP expansion · procurement inflation · margin compression

TranscriptDeep diveQ1 FY276 minFMCG
STEELXINDSTEEL EXCHANGE INDIA LTD.

Margin-led beat: Steel Exchange Q1 PAT up 47% to ₹15 Cr even as revenue slips 10%

steel · long products · margin expansion

ResultsQ1 FY273 minMetals & Mining
TINNARUBRTinna Rubber and Infrastructure Limited

Tinna Rubber Q1: consolidated PAT ₹20.6 Cr up 75% YoY as margins expand ~420 bps

ResultsQ1 FY273 minMetals & Mining
MAHLOGMahindra Logistics Ltd

The Loss-to-Profit Inflection: Mahindra Logistics' Operational Revival

Q1 FY27 results · turnaround · supply chain

ResearchDeep dive7 min
MUTHOOTCAPMUTHOOT CAPITAL SERVICES LTD.

Quality over growth: GNPA halves but near-term revenue lags industry

asset quality recovery · co-lending exit · rate upgrade benefit

TranscriptDeep diveQ1 FY276 minFinancial Services
TFCILTDTOURISM FINANCE CORPORATION OF INDIA LTD.

TFCI Q1 net profit doubles to ₹61.2 Cr — but a ₹34 Cr tax-refund windfall does the heavy lifting

ResultsQ1 FY273 minFinancial Services
AARTIDRUGSAARTI DRUGS LTD.

Aarti Drugs' Regulatory Halt — When Pollution Closure Threatens Amines Margins

GPCB · environmental compliance · amines

ResearchDeep dive5 min
IOBINDIAN OVERSEAS BANK

IOB Q1 net profit ₹1,716 Cr, up ~46% YoY on low tax; operating profit up 13%

ResultsQ1 FY273 minBanking
DPABHUSHAND.P. Abhushan Ltd

D.P. Abhushan Q1 PAT jumps 77% YoY to ₹64 Cr as revenue surges 58%, margins expand

ResultsQ1 FY273 minConsumer & Retail
DYCLDynamic Cables Ltd

Dynamic Cables Q1: standalone PAT +37% YoY to ₹24.95 Cr, margins expand past 10.5%

ResultsQ1 FY273 minIndustrials & Infra
SHYAMMETLShyam Metalics and Energy Ltd

Shyam Metalics Q1: consolidated PAT up 21% YoY to ₹351 Cr as new capacity lifts volumes

ResultsQ1 FY273 minMetals & Mining
AURUMAurum PropTech Ltd

Aurum PropTech Q1: operating turnaround, but ₹45 Cr net profit is a one-off gain

ResultsQ1 FY273 minTechnology / IT
POLYCABPolycab India Ltd

Revenue guidance hit, but volume soft and margins pricing-driven

volume deceleration · pricing power · FMEG momentum

TranscriptDeep diveQ1 FY276 minIndustrials & Infra
PNBKOTAKBANK+3

When Credit Demand Roared: Five Banks' Q1 Surge Signals the Inflection

Banking · Credit growth · NPA compression

ResearchDeep dive6 min