7 hours ago
Indian markets saw robust earnings momentum led by Reliance Industries, which posted a 76% YoY profit jump aided by consumer growth and stake divestment gains. Banks dominated the spotlight—HDFC Bank, ICICI Bank, and Yes Bank all beat estimates, while RBL Bank and Central Bank showed mixed results. JK Cement and JSW Steel delivered solid operational performances, boosting margins and profits. Meanwhile, concerns surfaced for Dr. Reddy's amid FDA scrutiny, and MRPL reported losses due to weak refining margins. Here are few stocks to watch before Monday's session.
By Megha Rani July 20, 2025, 2:32:56 PM IST (Published)
1 / 21
Reliance Industries Ltd | RIL began FY26 with a strong financial performance, posting a 76% year-on-year surge in consolidated net profit to ₹26,994 crore, driven by robust growth in its consumer businesses and a one-time gain of ₹8,900 crore from the sale of its stake in Asian Paints. The company also reported revenues of ₹2.44 lakh crore for the quarter, up from ₹2.32 lakh crore a year earlier.
2 / 21
HDFC Bank Ltd | India's largest private lender posted a strong June quarter, with Net Interest Income rising 5.4% YoY to ₹31,438 crore. The bank’s net profit stood at ₹18,155 crore, significantly higher than the CNBC-TV18 poll estimate of ₹17,067 crore. The bank also declared a 1:1 bonus issue and a ₹5 special interim dividend.
3 / 21
ICICI Bank Ltd | The bank delivered a strong June quarter, with Net Interest Income rising 10.6% YoY to ₹21,635 crore and net profit up 15.4% YoY to ₹12,768 crore—both beating CNBC-TV18 estimates.
4 / 21
Union Bank | State-run bank's June quarter saw Net Interest Income dip 3.2% YoY to ₹9,112 crore, while net profit rose nearly 12% to ₹4,115 crore, reflecting improved asset quality and lower provisions.
5 / 21
JSW Steel Ltd | The company's net profit surged to ₹2,184 crore, more than doubling from ₹845 crore in the same quarter last year. This boost was largely driven by a ₹1,400+ crore reduction in total expenses, which dropped 3.3% to ₹40,325 crore. Revenue showed minimal movement, inching up 0.5% to ₹43,147 crore.
6 / 21
Yes Bank Ltd | Mumbai-based private lender reported a solid June quarter, with Net Interest Income rising 5.8% YoY to ₹2,370 crore and net profit surging 57% to ₹808.6 crore. Net Interest Margins held steady at 2.5%, up 10 basis points from last year.
7 / 21
RBL Bank Ltd | Private sector lender's June quarter performance was weak, with Net Interest Income down 13% YoY to ₹1,480.6 crore and net profit plunging 46% to ₹200 crore. Despite the decline, profit exceeded CNBC-TV18’s estimate of ₹159 crore.
8 / 21
Central Bank of India | The bank's June quarter saw Net Interest Income fall 4.6% YoY to ₹3,383 crore due to higher interest costs, while net profit rose 32.7% to ₹1,168 crore, driven by improved asset quality and other income.
9 / 21
JK Cement | The company has delivered a stellar Q1 FY26, with net profit soaring 75.5% YoY to ₹324.3 crore and revenue climbing 19.4% to ₹3,352.5 crore. EBITDA jumped 41.4% to ₹687.6 crore, while margins improved to 20.5% from 17.3% last year.
10 / 21
Punjab Sind Bank | Punjab & Sind Bank posted a strong Q1 FY26, with net profit up 48.3% YoY to ₹269.2 crore and Net Interest Income rising 5.9% to ₹900.4 crore.
11 / 21
AU Small Finance Bank | The bank posted a 15.6% YoY rise in Q1 FY26 net profit to ₹580.9 crore, beating estimates. Net Interest Income grew 6.5% to ₹2,044.6 crore, though it missed Street expectations.
12 / 21
Bandhan Bank | Private sector lender, has reported a Q1FY26 net profit of ₹372 crore, beating estimates but down 65% YoY. Net interest income came in at ₹2,757.2 crore, exceeding expectations despite a 7.7% annual decline.
13 / 21
L&T Finance | The company reported a Q1FY26 net profit of ₹701 crore, up 10% QoQ and 2% YoY, driven by strong retail portfolio growth and disciplined cost management. The retail loan book rose 18% YoY to ₹99,816 crore, with net interest margin plus fees at 10.22%.
14 / 21
IndiaMART InterMESH Ltd | The B2B e-commerce platform began FY26 with a strong performance, posting a 35% YoY rise in net profit to ₹154 crore and a 12.4% increase in revenue at ₹372 crore. EBITDA surged 55% to ₹133.4 crore, reflecting solid operational momentum.
15 / 21
Mangalore Refinery and Petrochemicals Ltd | MRPL posted a net loss of ₹270.7 crore in Q1FY26, reversing from a ₹73.2 crore profit last year, as revenue fell 25.3% YoY to ₹17,356.2 crore amid weaker refining margins and lower throughput.
16 / 21
Mastek Ltd | The company reported a solid Q1FY26 performance, with net profit up 28.7% YoY at ₹92 crore and revenue rising 12.5% to ₹914.7 crore. EBITDA grew 10.8% to ₹137.3 crore, reflecting healthy operational momentum.
17 / 21
IRCON Ltd | State-backed engineering and construction firm has received a ₹755.78 crore railway infrastructure contract from RVNL for a project in Madhya Pradesh. Secured via a joint venture with JPWIPL, IRCON holds a 70% stake, amounting to ₹529.04 crore.
18 / 21
Aarti Drugs Ltd | The pharma company has posted a strong Q1FY26 performance, with net profit rising 62.7% YoY to ₹54 crore and revenue up 6.3% at ₹590 crore. EBITDA grew 14% to ₹74 crore, driven by improved margins and operational efficiency.
19 / 21
Dr. Reddy’s Laboratories Ltd | The USFDA has issued a Form 483 with seven observations to Dr. Reddy’s Laboratories following a GMP and Pre-Approval Inspection at its FTO 11 formulations facility in Srikakulam, Andhra Pradesh. The company plans to address the concerns within the stipulated timeline.
20 / 21
Firstsource Solutions | RP-Sanjiv Goenka Group’s Firstsource Solutions has signed a deal to acquire UK-based Pastdue Credit Solutions, aiming to strengthen its presence in utilities, telecom, and public sector collections. The transaction awaits approval from the UK’s Financial Conduct Authority.
21 / 21
Hatsun Agro Products Ltd | Dairy products manufacturer posted a 3.45% YoY rise in Q1FY26 net profit at ₹135 crore, with revenue up 9.1% to ₹2,590 crore. The company also declared a ₹6 interim dividend per share, marking 600% on its face value.
