Infosys Ltd.INFY₹1,552.30 -1.41%

Revenues  ₹42,279 crores 🔼 8%

PAT ₹6,924 crores 🔼 9%

Infosys Ltd. posted strong Q1 FY26 results, with revenues growing 3.8% YoY and 2.6% sequentially in constant currency, driven by demand for its Enterprise AI solutions. The company secured $3.8 billion in large deal wins, with 55% net new business. Operating margin stood at 20.8%, slightly down YoY and QoQ, but still resilient. 

Key strategic partnerships with clients like AIB, E.ON, and Select Portfolio Servicing further reinforced Infosys’ position in digital services.

Tata Consumer Products Ltd.TATACONSUM₹1,074.90 +1.16%

Income ₹4,779 crores 🔼 10%

PAT ₹332 crores 🔼 15%

Tata Consumer Products Ltd. reported a 10% YoY growth in Q1 FY26, with revenue of ₹4,779 crores. Growth was driven by strong performance in India’s packaged beverages and foods, particularly in tea and salt, while Tata Sampann grew 27%. However, the RTD business faced challenges due to unseasonal rains.

Consolidated EBITDA declined by 8% to ₹615 crores, impacted by higher tea costs and coffee price corrections. Net profit rose 15% to ₹332 crores. The international business grew 5% in constant currency, driven by coffee performance in the U.S. Tata Starbucks added six new stores, expanding its footprint to 485 across 80 cities.

The company also strengthened its omnichannel presence, with e-commerce up 61% and modern trade growing 21%.

Dr. Reddy's Laboratories Ltd.DRREDDY₹1,275.50 +2.25%

Revenue ₹8,545 crores 🔼 11%

PAT ₹1,418 crores 🔼 2%

Dr. Reddy’s Laboratories Ltd. posted strong Q1 FY26 results with an 11% YoY revenue growth, driven by branded markets and Nicotine Replacement Therapy (NRT). Gross margin declined to 56.9%, mainly due to price erosion in generics. SG&A expenses rose 13% YoY due to investments in consumer healthcare.

Net profit increased 2% YoY, despite a 5% QoQ decline. The company focused on expanding its pipeline, with new product launches in the U.S. and Europe. 

Key highlights included partnerships with Alvotech and Sanofi, along with the launch of Sensimune in India. Dr. Reddy’s continues to prioritize innovation and global expansion.

Bajaj Housing Finance Ltd.BAJAJHFL₹119.72 -2.09%

Net Interest Income ₹887 crores 🔼 33%

PAT ₹583 crores 🔼 21%

Bajaj Housing Finance Ltd. reported a solid Q1 FY26 with a 24% YoY growth in AUM, totaling ₹1,20,420 crore. Despite a hyper-competitive market and moderated real estate demand, AUM growth reached ₹5,736 crore. PAT grew by 21% to ₹757 crore, with a stable ROA of 2.3%. Asset quality remained strong with GNPA at 0.30%, NNPA at 0.13%, and an annualized credit cost of 0.16%.

Net interest income surged by 33% to ₹887 crore, while net total income rose 25% to ₹1,012 crore. Disbursements grew by 22% to ₹14,651 crore. Operating efficiencies were maintained, with Opex to NTI at 21.2%. The company’s portfolio remained well-diversified, with home loans making up 55.8%. The capital adequacy ratio stood at 61.71%, above the regulatory requirement of 60%.

SRF Ltd.SRF₹3,176.20 -0.53%

Revenue ₹3,819 crores 🔼 10%

PAT ₹432 crores 🔼 71%

SRF Ltd. posted strong Q1 FY26 results, with consolidated revenue growing 10% YoY to ₹3,819 crore. EBIT surged 43% to ₹694 crore, and PAT increased by 71% to ₹432 crore. The Chemicals business led the growth, with a 24% revenue increase, driven by higher demand for agrochemical intermediates and strong export performance in fluorochemicals. The Performance Films & Foil business also saw impressive results, with a 6% revenue growth and a 62% rise in operating profit.

However, the Technical Textiles business faced challenges, with a 11% decline in revenue and a 44% drop in operating profit due to weak domestic demand and increased pricing pressures. The Other Businesses segment also reported a 25% revenue decline.

SRF approved major investments, including a ₹250 crore agrochemical facility at Dahej and a ₹490 crore BOPP film plant in Indore. An interim dividend of ₹4 per share was declared. The company also received recognition for its quality and CSR efforts, including the ‘ZERO PPM Award’ from Toyota Kirloskar and the ‘CSR Times Award 2025 (Gold)’ for its Rural Education Program.

The board approved an interim dividend of ₹4 per equity share. 

Note: The stock prices mentioned are as of 2:00 PM.

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