Published on 15/07/2025 10:00 PM
That’s all for today, folks! Thanks for joining us, and do not forget to return tomorrow as we continue our coverage of first-quarter results. Good night.
Just Dial Ltd posted a healthy set of numbers for the quarter ended June 2025, with net profit rising 13% year-on-year to ₹160 crore, compared to ₹141 crore in the same quarter last year.
Revenue came in at ₹298 crore, marking a 6.2% YoY growth from ₹281 crore.
Operating performance also improved, with EBITDA rising 7.2% YoY to ₹86.4 crore and margins expanding slightly to 29% from 28.7% in Q1FY25.ICICI Lombard General Insurance reported a 28.7% year-on-year rise in net profit at ₹747 crore for the quarter ended June 2025, compared to ₹580 crore in the same period last year.Net premium earned during the quarter grew 14% to ₹5,136 crore from ₹4,504 crore a year ago. However, the combined ratio inched up to 102.9%, compared to 102.5% in the previous quarter and 102.3% in Q1 FY25.Shares of ICICI Lombard closed 0.59% lower at ₹2,007.80 on the NSE on Monday.
GTPL Hathway reported a strong performance in the June quarter, with net profit surging 69.4% year-on-year to ₹31 crore from ₹18.32 crore a year ago.
Revenue rose 5% to ₹530 crore, up from ₹502 crore in Q1 FY25, while EBITDA climbed 8.6% to ₹87 crore.
The company also saw an improvement in operational efficiency, with EBITDA margins expanding to 16.43% from 15.98% a year earlier.
HDB Financial Services reported a 2.4% year-on-year decline in net profit at ₹568 crore for the quarter ended June 2025, compared to ₹582 crore in the same period last year. The fall in profit comes despite a healthy uptick in revenues, which rose 15% on-year to ₹4,465 crore from ₹3,884 crore.
On Friday, shares of the recently listed NBFC closed at ₹841.15, down 0.30%. here
– Total APE At ₹3,225 Cr Vs CNBC-TV18 Poll Of ₹3,186 Cr
– Retail APE At ₹2,777 Cr Vs CNBC-TV18 Poll Of ₹2,717 Cr
– VNB At ₹809 Cr Vs CNBC-TV18 Poll Of ₹817 Cr
– VNB Margin At 25.1% Vs CNBC-TV18 Poll Of 25.6%
– Reasons for weak Europe revenues
– Turnaround progress, i.e., catching up with peers on growth
– Catch-up timeframe on growth with peers.
Wipro Q1 revenue growth is expected at -2% to be marginally higher as against mid-point of the guidance of -3.5% to -1.5%.
– Net Profit Up 48.2% At ₹181.7 Cr Vs ₹122.6 Cr (YoY)
– Revenue Down 6.8% At ₹1,118.3 Cr Vs ₹1,200.4 Cr (YoY)
– EBITDA Down 27.9% At ₹245 Cr Vs ₹191.6 Cr (YoY)
– Margin At 21.91% Vs 15.96% (YoY)
Shares of Swaraj Engines rallied as much as 10% after its Q1 earnings.
For the June quarter, Net profit for Swaraj Engines increased by 15.7% to ₹50 crore. The company had reported a net profit of ₹43.2 crore during the same period last year. Revenue for the quarter also grew by a similar quantum on a year-on-year basis to ₹484 crore from ₹418 crore last year.
Its EBITDA stood at ₹67 crore, a growth of 15% from last year’s figure of ₹58.3 crore. EBITDA margins for the period remained flat at 13.84% from 13.94% during the year-ago quarter.
– Net Profit down 24.5% At ₹236.4 Cr Vs ₹313.2 Cr (YoY)
– Revenue up 20.5% At ₹17,058.7 Cr Vs ₹14,154 Cr (YoY)
– EBITDA down 41.5% At ₹366 Cr Vs ₹626.2 Cr (YoY)
– Margin At 2.15% Vs 4.42% (YoY)
Q1FY26e QoQ CNBC TV18 poll estimates
USD revenue down 0.9% at $2573m vs $2596.5m
Rupee revenue down 1.6% at ₹22,087 cr vs ₹22,445.3 cr
EBIT at ₹3,787 cr vs ₹3,927 cr
EBIT % at 17.1% vs 17.5%
CC Rev seen down 2%
– Total APE In-line With CNBC-TV18 Poll Of ₹1,864 Cr
– Value Of New Biz At ₹457 Cr Vs CNBC-TV18 Poll Of ₹440 Cr (YoY)
– VNB Margin At 24.5% Vs CNBC-TV18 Poll Of 23.57%
– Total APE down 5% At ₹1,864 Cr Vs ₹1,963 Cr
– VNB Margin At 24.5% Vs 24% (YoY)
– Value Of New Biz down 3.2% At ₹457 Cr Vs ₹472 Cr (YoY)
Net Profit up 4% At ₹26 Cr Vs ₹25 Cr (YoY)
Revenue up 6.8% At ₹162.8 Cr Vs ₹152.4 Cr (YoY)
EBITDA down 2% At ₹30.90 Cr Vs ₹31.50 Cr (YoY)
Margin At 18.98% Vs 20.67% (YoY)
– Cash flows and profitability will continue to improve
– Looking at the issues being faced in Maharashtra
– Have responded to SEBI queries
– Solid response to motorbikes
State-run Bank of Maharashtra’s Net Interest Income, or core income earned increased by 18% on a year-on-year basis to ₹3,292 crore. Net profit for the period increased by 23% to ₹1,593 crore. The growth in net profit during the quarter is despite a lower other income compared to the same quarter last year. Read here
– Net Profit at ₹1,593 Cr Vs ₹1,293 Cr (YoY)
– NII Up 18% at ₹3,292 Cr Vs ₹2,800 Cr (YoY)
– Gross NPA Unchanged at 1.74%, Net NPA Unchanged At 0.18% (QoQ)
– Provisions at ₹867 Cr Vs ₹983 Cr (QoQ)
– Total Assets: ₹1.09 lakh crore
– Gross Loan Book: ₹1.03 lakh crore
– Net Profit (after tax): ₹531 crore
– Capital adequacy ratio: 19.22%
– Gross Stage 3 ratio : 2.26%
– Liquidity coverage ratio: 161%
Shares of Swaraj Engines Ltd., the tractor-manufacturing subsidiary of Mahindra & Mahindra Ltd. reported its quarterly results for the April-June period, and the stock has seen choppy moves in response to the results. Read here
FY26 Guidance: Double digit revenue growth with margin improvement.
The company is well placed to benefit from China +1 theme.
Shares of Rallis India Ltd. are trading as much as 5% higher following the company’s June quarter earnings.
– Net Profit Up 15.7% At ₹50 Cr Vs ₹43.2 Cr (YoY)
– Revenue Up 15.8% At ₹484 Cr Vs ₹418 Cr (YoY)
– EBITDA Up 15% At ₹67 Cr Vs ₹58.3 Cr (YoY)
– Margin At 13.84% Vs 13.94% (YoY)
Ola Electric in focus on profit booking after a big move seen post Q1 results, stock down over 3%.
I think there is very little upside, and risks are more to the downside than to the upside from current levels. In our view, there is stress in the vehicle finance portfolio, both from a growth as well as from an asset quality perspective in the near term. And we do believe earnings could be weaker, especially for vehicle finance, NBFCs in the near term, and HDB indeed has a good 50% of the mix exposed to various vehicle segments. So that’s the challenge here. And clearly it looks like there is not much money to be made from current levels based on our fair value assessment of HDB Financial Services, increasing risks to the downside.
Tata Tech shares higher in opening trade, up nearly 3%, as management provides with positive outlook for Q2 and FY26.
What Tata Tech management says:
– Very confident we will not decline in FY26
– Confident that Q2 will be better than Q1 & a strong H2
– Confident of margin trending towards 18% this year & our north star is 20%
Tata Tech shares rose 1% despite weak Q1 on strong management outlook.
CEO Outlook: Optimistic about Q2 recovery and stronger H2; Deal pipeline more robust than last year.
Shares of HCL Technologies declined more than 2% after Q1 earnings.
Shares of HDB Financial Services listed at a premium of 13%, compared to its issue price of ₹740. The stock made a post-listing high of ₹891 on its second-trading day, implying a growth of 20% from its issue price. However, the stock is down 5% from those levels and is back at its issue price.
Shares of HDB Financial Services Ltd. are trading lower on the day of its earnings announcement. The stock is trading below its flat line in the early minutes of the trading session.
Brokerage firm Kotak Institutional Equities has maintained a ‘Sell’ rating on the stock, with a price target of ₹30 per share. The brokerage said that Q1 losses were lower than estimated, driven by better-than-expected volume offtake (7,000 units, largely from the previous quarter’s backlog), an improved gross margins due to the Gen-3 platform shift, a reversal in warranty provisioning, and cost-control initiatives.NewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.