Published on 17/07/2025 10:13 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.
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– Gross margins improved to 11.7%, compared to 11.1% in the same quarter last year
– Gross margins improved across domestic and international EPC and O&M witnessed improvement
– Growth came during the quarter despite cross-border tensions
– Net profit up to ₹38.7 crore from ₹4.8 crore last year
– Revenue up 92.5% to ₹1,761.6 crore from ₹915 crore last year
– EBITDA for the quarter at ₹85.4 crore from ₹24.8 crore
– EBITDA margin at 4.85% from 2.71% last quarter
– Technical impact impacted profit by ₹614 crore, RoA by 15 basis points and RoE by 1.4% adversely.
– 80% individual contracts that slipped because of technical impact and that continue to remain NPAs at June 30, 2025 are fully secured.
Given the security cover, we believe that the economic loss due to he technical impact will be minimal.
Provisions for the quarter increased on both a sequential as well as a year-on-year basis. Provisions at the end of the quarter stood at ₹3,947 crore, from ₹1,359 crore in March and ₹2,039 crore during the June quarter last year.
Out of this, ₹821 crore worth of provisions are attributed to the technical impact, adjusted for which, the total provisions would stand at ₹3,127 crore.
Axis Bank’s slippages during the June quarter stood at ₹8,200 crore from ₹4,805 crore in the previous quarter.
Write-offs during the quarter stood at ₹2,778 crore.
– Revenue at ₹22,080 crore, in-line with expectations of ₹22,087 crore
– EBIT for the quarter at ₹3,813 core, marginally higher than estimates of ₹3,787 crore
– EBIT margin at 17.3% compared to poll of 17.1%
– Net profit of ₹3,696 crore
– Wires and Cables segment grew by 31% from last year, supported by sustained demand across core sectors
– Key growth drivers included higher government expenditure, better project execution and rising commodity prices
– Domestic business grew by 32% from last year, with cables growth outpacing that of wires once again
– Channel and institutional business both showed healthy traction
– International business grew by 24% on a low base, and accounted for 5.2% of the company’s topline
– Revenue up 10% to ₹1,136.7 crore from ₹1,032.6 crore last year
– EBITDA down 21% to ₹73.9 crore from ₹93.6 crore in the year-ago quarter
– EBITDA margin narrows to 6.5% from 9.1% last year
– Net profit down 30% to ₹40.6 crore from ₹58.4 crore year-on-year
– Stock down over 4% post the earnings announcement
– Revenue up 25.7% from last year to ₹5,906 crore, higher than estimates of ₹5,651 crore
– EBITDA up 47.1% to ₹858 crore, higher than expectations of ₹762 crore
– EBITDA margin at 14.5% versus expectations of 13.5%
– Net profit up 50% from last year to ₹600 crore
– Stock still down 1%, awaiting more commentary in the investor presentation
– Net profit of ₹2 crore compared to a net loss of ₹13.1 crore
– Revenue up 17% at ₹138 crore from ₹118 crore last year
– EBITDA of ₹20 crore compared to ₹2 crore last year
– EBITDA margin at 14.5% from 1.7% in the year-ago quarter
– Shares of Navkar Corp are trading 8% higher at ₹123.
– Revenue up 41% from last year to ₹396 crore, driven by strong market demand and efficient execution
– EBITDA at ₹66 crore from ₹42 crore last year, a growth of 57% year-on-year
– Net profit nearly doubles to ₹31 crore from ₹16 crore
– EBITDA margin expands to 16.6% from 14.9% last year
– Achieved fertiliser production volume of 94,222 MT
– Achieved fertiliser sale volume of 90,949 MT
– Stock up 3.5% in today’s session
– Revenue growth impacted by softness in deal closures
– Subscription revenue grew by 19% from last year
– 12 new customer logo additions during thequarter
– Net cash from operating activities at ₹81.1 crore
– Net profit up 24% from last year to ₹748 crore
– Revenue up 25% year-on-year to ₹968 crore
– Higher other income contributes to net profit
– Stock recovers from the day’s low to trade 0.8% higher at ₹5,396
– Investor Presentation details awaited
Angel One shares are trading 0.7% higher despite a weak operating performance in the June quarter.
The stock is in the F&O ban, which means no new positions can be created in the stock.
– Net profit up 10% from last year to ₹322 crore
– Net Interest Income (NII) down 4% year-on-year to ₹832 crore
– Gross NPA at 3.15% from 3.2% in the last quarter
– Net NPA at 0.68% from 0.92% in the previous quarter
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