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Divi’s Laboratories Ltd. reported a 14% year-on-year growth in revenue at ₹2,410 crore, compared to ₹2,118 crore in the year-ago quarter. However, the figure was below the CNBC-TV18 poll estimate of ₹2,437 crore.

Net profit rose 27% YoY to ₹545 crore, from ₹430 crore last year. This too was below street estimates of ₹573.25 crore.

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Net Profit up 27% At Rs 545 Cr Vs Rs 430 Cr (YoY)

Revenue up 14% At Rs 2,410 Cr Vs Rs 2,118 Cr (YoY)

EBITDA up 16.3% At Rs 756 Cr Vs Rs 650 Cr (YoY)

Margin At 31.4% Vs 30.7% (YoY)

Net Profit At Rs 545 Cr Vs CNBC-TV18 Poll Of Rs 573 Cr

Revenue At Rs 2,410 Cr Vs CNBC-TV18 Poll Of Rs 2,437 Cr

EBITDA At Rs 756 Cr Vs CNBC-TV18 Poll Of Rs 794.8 Cr

Margin At 31.4% Vs CNBC-TV18 Poll Of 32.6%

CONCOR Says | From Concall:

Retain Volume Growth Guidance Of 13% For FY26

Capex Budget Of `860 Cr For FY26 Remains Intact

Seeing Better Performance In Domestic Ops In Q2 So Far

Irfan Razack, Prestige Group On CNBC-TV18 Says:

-Average Realisations Have Gone Up Due To Higher Pricing In Bengaluru & Mumbai

-Demand Remains Quite Strong

-RBI’s Rate Cuts Have Helped Increase Affordability

-Projects With GDV Of `42,000 Cr Coming Up In Next Three Qtrs

-Have several Launches Lined Up In The Coming Qtrs, Awaiting RERA Approvals

-Current Inventory Is Rs 22,000 Cr

Kedar Lele, Castrol India On CNBC-TV18 Says:

Saw 8% Volume Growth In Q2CY25

Industrial Segment Will Be A Key Driver Of Our Long-term Growth

Industrial & Rural Segments Have Seen Double-digit Growth In This Quarter

Industry Has Been Growing At 3.5–4% & We Expect To Grow Faster Than The Market

We are Confident Of Maintaining Margin In The 21–24% Range

Industrial Segment Offers A Diverse Range Of Products

We Are Excited About The Growth Opportunities In This Space

Weak Q1 expected

Global auto slowdown & tariffs may impact revenue

Order wins will be in focus

Here’s what to watch out for: 

Revenue may be impacted on slowdown in global PV & CV ind

Higher RM costs likely to have an impact on margin

Need to track if there was any ‘pre-buy’ impact of ‘pre-Tariff orders’

Demand outlook and new order-wins, especially in Defence segment

Low-single digit YoY decline seen in overseas subsidiaries revenue

Update on loss-making overseas subsidiary (if any talks underway on the sale)

Here are the things to watch out for

Revenue to see 2% growth as volume saw just 1% growth

ASP to rise YoY due to higher mix foR export 3W segment & PLI accrual

Progress on e3Ws

EBITDA margin shall contract YoY due to lower gross margin

Demand outlook and new product timelines

Margin Headwinds: Input costs incl OBD norms, lower USD-INR realisation on exports

Progress on 2W CNG & EV penetration

Market share in high-end segment

The board of Pidilite Industries Ltd., the adhesive manufacturer, will be meeting on Wednesday, August 6, to consider a bonus issue of shares.

Pidilite’s board will also be considering its results for the June quarter, along with the proposal to issue bonus shares for its shareholders.

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Trent shares are up 1.7% at the moment.

The company is set to report its first quarter results todsy.

A CNBC-TV18 poll expects profitability to return this quarter, compared to a net loss last year, while revenue is slated to go up by 22%.

Ordering activity will be the key with brokerages like Axis Capital and Nuvama pegging the figure to be ₹15,000 crore and ₹11,000 crore respectively, compared to ₹9,488 crore during the same quarter last year.

Shikhar Aggarwal, BLS International On CNBC-TV18 Says:

-We Believe Geopolitical Tensions Do Not Significantly Impact The Business

-High-ticket Items Were Missing In The Visa Business Compared To Last Year

-We Expect To Maintain EBITDA Margin For The Visa Segment

-Target Is To Maintain 20-25% Growth Over The Next Few Years

-Global Market Share In The Visa Outsourcing Segment Stands At 16–17%

-Multiple Opportunities In Europe, North America & Bidding For Projects In These Countries

-We Aim To Maintain Margins For The Digital Business

Godawari Power & Ispat down nearly 4% on weak Q1 results

Bharti Airtel shares gained nearly 2% reacting to its first quarter results. The stock is currently up 1%.

The company posted a Q1 FY26 net profit of ₹5,948 crore, down 46% QoQ and below estimates. Revenue rose 3.3% QoQ to ₹49,462 crore, beating forecasts. EBITDA grew 3.1% to ₹27,839 crore.

As many as seven state-run companies, including BHEL, IRCON International Ltd. RITES Ltd., HUDCO Ltd., will be reporting their June quarter results over the course of Wednesday, August 6.

Aside of the above mentioned names, Power Finance Corporation (PFC), Balmer Lawrie, and Shipping Corporation of India Land Assets will also be reporting their results today.

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Global brokerage firm CLSA downgraded shares on Bharti Hexacom Ltd. to ‘Underperform’ on Wednesday, August 6, following the Bharti Airtel unit’s Q1 FY26 earnings report, which came in below expectations.

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