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Markets were abuzz with Paytm turning profitable for the first time since listing, posting ₹122.5 crore in Q1 FY26. Dixon Technologies impressed with 95% revenue growth, while KEI Industries and JSW Infrastructure also beat estimates. Meanwhile, Hyundai Motor faced a ₹517 crore GST demand, and ONGC approved a ₹5,082 crore allocation for its Mozambique LNG project. Dalmia Bharat and CreditAccess Grameen saw profit pressures, contrasting upbeat showings from IRFC and Zensar Technologies. Here are the stocks to watch for tomorrow.
By Megha Rani July 22, 2025, 10:33:25 PM IST (Published)
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One97 Communications | Paytm’s parent company posted its first-ever net profit of ₹122.5 crore in Q1 FY26, marking a sharp turnaround from a ₹839 crore loss in the same quarter last year. The profit was supported by a rise in other income, which climbed to ₹241 crore from ₹138 crore. Revenue for the quarter grew 27.7% YoY to ₹1,917.5 crore.
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Dixon Technologies | Electronic manufacturing services company reported a strong Q1 FY26, with revenue rising 95% YoY to ₹12,835 crore, slightly above CNBC-TV18’s estimate of ₹12,535 crore. This marks the first sub-100% topline growth in five quarters, driven by volume-led gains in mobile and increased contributions from telecom and IT hardware. EBITDA grew 97% YoY to ₹482.4 crore, matching expectations, while net profit surged 69% to ₹225 crore, in line with the CNBC-TV18 poll estimate of ₹228 crore.
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Hyundai Motor India Ltd | The company has received a ₹517 crore tax order from the GST authorities, comprising ₹258 crore in compensation cess and an equal penalty. The demand relates to alleged underpayment on select SUV models sold between September 2017 and March 2020.
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United Breweries Ltd | The company reported a 6.4% YoY rise in Q1 FY26 net profit to ₹184 crore, missing CNBC-TV18’s estimate of ₹200 crore. Revenue from operations grew 15.8% to ₹2,863 crore, beating the projected ₹2,750 crore.
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Indian Railway Finance Corporation Ltd | IRFC posted an 11% YoY rise in Q1 FY26 net profit to ₹1,746 crore, driven by higher income and improved interest margins. Total income for the April–June quarter increased to ₹6,918 crore from ₹6,766 crore last year.
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Oil and Natural Gas Corporation Ltd (ONGC) | The board of state-owned energy giant has approved a true-up amount of up to ₹5,082 crore to be allocated over FY26–27 by its subsidiaries under ONGC Videsh for the Area 1 Mozambique LNG project. According to a stock exchange filing cited by CNBC-TV18, the funds will be distributed between ONGC Videsh Rovuma and Beas Rovuma Energy Mozambique (BREML), which collectively hold a 16% stake in the project.
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Dalmia Bharat | Cement maker reported a 171% YoY surge in Q1 FY26 net profit to ₹393 crore, missing Street estimates of ₹425 crore. Revenue rose marginally by 0.4% to ₹3,636 crore, also below the projected ₹3,710 crore.
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JSW Infrastructure Ltd | The company posted strong Q1 FY26 results, with total revenue rising 19% YoY to ₹1,314 crore and PAT jumping 31.5% to ₹384 crore. Growth was driven by higher cargo volumes, increased third-party business, and solid performance from subsidiary Navkar Corporation.
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KEI Industries Ltd | KEI Industries beat estimates in Q1 FY26, posting a 30.4% YoY rise in net profit to ₹195.7 crore, above the projected ₹179 crore. Revenue surged 25.4% to ₹2,590 crore, topping the CNBC-TV18 estimate of ₹2,412 crore.
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Zensar Technologies Ltd | The company reported a 15.3% YoY rise in Q1 FY26 net profit to ₹182 crore, with revenue up 7.5% to ₹1,385 crore. Dollar revenue stood at $162 million, reflecting 4.9% growth in reported currency and 3.8% in constant currency.
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CreditAccess Grameen Ltd | The company reported an 84.9% YoY drop in Q1 FY26 net profit to ₹60.2 crore, impacted by higher provisions and lower net interest income. Revenue from operations declined 3.2% to ₹1,464 crore.
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Cyient DLM | Cyient DLM posted a 29.6% YoY drop in Q1 FY26 net profit to ₹7.5 crore, despite an 8% rise in revenue to ₹278.4 crore, driven by strong demand in aerospace and defence electronics.
