- Share.Market
- 5 min read
- Published at : 01 Aug 2025 01:49 PM
- Modified at : 01 Aug 2025 02:21 PM
Sales ₹16,323 crores 🔼 5%
PAT ₹2,768 crores 🔼 6%
Hindustan Unilever Ltd. reported a steady topline performance in Q1FY26, with sales rising 5% year-on-year to ₹16,323 crore. The growth was volume-led, supported by broad-based traction across categories. Underlying volume growth stood at 4%, reflecting continued momentum despite a subdued consumption environment.
A key factor influencing the reported net profit growth was a sharp drop in tax expenses for the quarter, driven by a re-estimation of historical tax provisions. This resulted in a favourable one-off impact, helping the company post a 6% increase in profit after tax to ₹2,768 crore, despite a 5% decline in PAT before exceptional items.
Additionally, the recent consolidation of skincare brand Minimalist marks a strategic step in strengthening HUL’s presence in the fast-growing premium beauty segment.
Gross Sales ₹13,786 crores 🔼 10%
Adjusted Net Profit ₹2,996 crores 🔼 6%
Sun Pharmaceutical Industries Ltd. delivered a steady Q1FY26 performance, driven by 13.9% growth in its India business, where new product launches and market share gains supported momentum.
Global Innovative Medicines continued to scale, led by the US launch of LEQSELVI and higher specialty sales. Emerging and Rest of World markets posted healthy growth, aided by product expansion and strong demand. Increased R&D investment reflects Sun’s ongoing focus on innovation, while improved product mix helped support margins despite a competitive environment.
Revenue ₹45,529 crores 🔼 22%
PAT ₹4,083 crores 🔼 24%
Mahindra & Mahindra Ltd. reported a strong Q1FY26 performance with 22% growth in consolidated revenue, driven primarily by its Auto and Farm segments. SUV volumes rose 22% and the company retained leadership in both SUV and LCV markets, with continued profitability in the auto business. Farm equipment business saw notable market share gains and margin expansion, contributing significantly to overall profitability.
Subsidiaries like Tech Mahindra and Mahindra Finance also supported earnings. Tech Mahindra showed early signs of recovery in profitability with healthy deal wins, while Mahindra Finance maintained stable asset quality and grew its AUM by 15%. Growth businesses like logistics, real estate, and renewables continued to scale, though the hospitality segment saw lower occupancy due to a larger inventory base.
Net Sales ₹36,625 crores 🔼 8%
PAT ₹3,712 crores 🔼 2%
Maruti Suzuki India Ltd. reported a modest Q1FY26 performance amid a challenging domestic environment. While domestic passenger vehicle sales declined 4.5% year-on-year, strong export growth of 37.4% helped the company maintain a marginal 1.1% increase in total volumes. Overall, the company sold 5.28 lakh vehicles in the quarter.
Revenue rose 8.1% to ₹36,624.7 crore, aided by the higher export contribution. However, operating performance came under pressure. Operating EBIT fell nearly 19% due to unfavorable operating leverage, commodity price impact, forex headwinds, and increased employee and new plant-related costs. These factors pulled down the EBIT margin by 280 basis points to 8.3%.
On the positive side, lower ad spends and manufacturing costs helped offset some of the pressures, while non-operating income improved sharply, boosting the company’s PBT and helping it report a 1.7% rise in net profit to ₹3,711.7 crore for the quarter.
Total Income ₹22,437 crores 🔻 14%
Profit After Tax ₹734 crores 🔻 50%
Adani Enterprises Ltd. reported a 14% drop in Q1FY26 revenue to ₹22,437 crore, largely due to lower trade volumes and pricing pressure in its IRM and commercial mining businesses. Despite this, the company’s core infra and incubating segments remained strong, contributing 74% of EBITDA. The airports business was a standout, with EBITDA up 61% YoY, while the green hydrogen, wind turbine, and expressway projects continued to progress steadily, reinforcing long-term growth potential.
Note: The stock prices mentioned are as of 1:45 pm.
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