Earnings Snapshot: DLF, Bosch, Shree Cements, Marico, and Aditya Birla Capital
- Share.Market
- 6 min read
- Published at : 05 Aug 2025 01:24 PM
- Modified at : 05 Aug 2025 02:07 PM
DLFGross Revenue ₹2,717 crores 🔼 99%
PAT ₹766 crores 🔼 19%
DLF Ltd. reported strong operational momentum in Q1FY26, with new sales bookings rising 78% YoY to ₹11,425 crore, led by the successful luxury launch of DLF Privana North. This reflects continued demand for branded, high-quality developments.
The company maintained a robust net cash position of ₹7,980 crore, supported by healthy cash generation and disciplined capital management.
DLF’s rental arm, DCCDL, delivered steady growth with 94% occupancy and added 1.1 msf in DLF Downtown Chennai. EBITDA grew 14% YoY, while profit rose 26%, reflecting stable commercial demand.
BOSCHLTDRevenue from Operations ₹4,789 crores 🔼 11%
PBT ₹838 crores 🔼 37%
Bosch Ltd. posted strong performance in Q1FY26, driven by robust demand in the off-highway and passenger car segments. Automotive product sales rose 14.3% year-on-year, with Power Solutions, its largest sub-segment, growing 13.7%. A favourable product mix contributed to a significant improvement in operating profitability.
During the quarter, Bosch completed the sale of part of its Building Technologies business, resulting in a one-time gain of ₹556 crore. This pushed overall Profit After Tax (including exceptional items) to ₹1,115 crore, or 23.3% of revenue.
While the Mobility Aftermarket segment posted modest growth of 5.2%, the Beyond Mobility business declined 9.3% due to the portfolio realignment. Despite this, Bosch remains optimistic, citing ongoing investments in hydrogen, electrification, and digital solutions to support long-term, sustainable mobility growth in India.
SHREECEMRevenue ₹4,948 crores 🔼 2%
PAT ₹619 crores 🔼 95%
Shree Cements Ltd. delivered a strong Q1FY26 performance, with EBITDA rising 34% year-on-year, driven by pricing discipline, increased share of premium products, and improved operational efficiency. The company’s PAT nearly doubled, aided by better margins and tight cost control, despite only a modest 2% revenue growth.
Sales volume stood at 8.95 million tonnes for the quarter. Premium product sales rose to 17.7% of trade volume, reflecting continued progress in product mix enhancement. Additionally, UAE operations showed significant improvement, with EBITDA surging nearly 4x year-on-year.
On the sustainability front, Shree Cement continues to lead the industry with 66% green power usage, zero liquid discharge across all plants, and aggressive use of alternative fuels like agro and hazardous waste.
Capex projects in Rajasthan and Karnataka are progressing on track and are expected to raise total capacity to 68.8 MTPA. The company is targeting 80 MTPA by 2028. It also expanded its ready-mix concrete footprint from 15 to 21 plants, aiming for 50 by year-end, reflecting strong execution of its diversification strategy.
MARICORevenue ₹3,259 crores 🔼 23%
PAT ₹504 crores 🔼 9%
Marico Ltd. reported strong top-line growth in Q1FY26, with consolidated revenue up 23% YoY, driven by 9% volume growth in the India business and 19% constant currency growth in international markets. The India business saw broad-based momentum across core categories, price hikes in key portfolios, and healthy offtake gains, with ~99% of the portfolio gaining or sustaining market share.
Despite margin pressure from sharp input cost inflation, particularly a 107% YoY spike in copra prices, EBITDA rose 5%, supported by operating leverage and controlled overheads.
The Foods business, now over ₹900 crore in size, grew ~20% YoY, with new launches in oats and muesli aiding expansion. Parachute remained stable despite multiple price hikes, and value-added hair oils saw improved momentum. Internationally, MENA and South Africa delivered strong growth, helping reduce dependence on Bangladesh and Vietnam.
ABCAPITALRevenue ₹11,333 crores 🔼 10%
PAT ₹835 crores 🔼 10%
reported a steady Q1FY26, with consolidated revenue rising 10% YoY to ₹11,333 crore and PAT up 10% at ₹835 crore. Growth was broad-based across lending, insurance, and asset management verticals, supported by continued focus on retail expansion and digital platforms.
The lending portfolio grew 30% YoY to ₹1.66 lakh crore, driven by 18% growth in NBFC disbursements and a sharp 76% rise in housing finance disbursements. Asset quality improved across both NBFC and housing businesses, with reductions in gross Stage 2 and 3 ratios.
The asset management business saw a 14% YoY rise in average AUM to ₹4.03 lakh crore, with operating profit growing 21%. The life insurance segment posted 23% growth in individual first-year premium and improved margins and persistency. Health insurance GWP rose 30%, with market share in the SAHI segment expanding 200 bps to 14.5%.
Digital platforms continued to scale, with ABCD (the company’s omnichannel D2C platform) acquiring ~6.4 million customers and Udyog Plus reaching ₹3,658 crore in AUM. The company also added 67 branches during the quarter, extending its presence in Tier 3 and 4 markets. The diversified growth across segments, supported by strong execution, positions the business well for sustained performance.
Note: The stock prices mentioned are as of 1:20 pm.
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