Earnings Snapshot: IRFC, Dixon Technologies, Paytm, JSW Infra, and Colgate
- Share.Market
- 5 min read
- Published at : 23 Jul 2025 12:09 PM
- Modified at : 23 Jul 2025 01:49 PM
IRFCTotal Income ₹6,918 crores 🔼 2%
PAT ₹1,746 crores 🔼 18%
Navratna CPSE (Central Public Sector Enterprises) Indian Railway Finance Corporation Ltd. reported its strongest-ever quarterly performance in Q1 FY26, marking record highs across total income, profitability, and net worth.
The quarter’s total income was the highest ever for the company, reflecting robust lending operations and strong demand for infrastructure financing within the Indian Railways ecosystem.
A major contributor to this performance was the improvement in net interest margin (NIM), which rose to 1.53% (annualized), the best level recorded in the past three years.
The June quarter was also the company’s first full quarter after receiving Navratna status from the Government of India.
DIXONIncome ₹1,836 crores 🔼 95%
PAT ₹280 crores 🔼 100%
Dixon Technologies (India) Ltd. reported strong growth momentum in Q1FY26, with performance supported by robust execution across segments.
The Mobile & Other EMS division was the standout performer, with revenue rising 125% year-on-year to ₹11,663 crore, increasing its contribution to total revenue from 79% in Q1FY25 to 91% in Q1FY26.
In contrast, Consumer Electronics & Appliances (LED TVs & Refrigerators) saw a 21% decline in revenue to ₹672 crore, with its share in revenue dropping from 13% to 5% year-on-year, indicating a shift in segment focus.
Home Appliances posted revenue of ₹313 crore, contributing 2% to revenue, down from 5% in Q1FY25. Despite this decline, the segment maintained profitability.
Lighting Products revenue fell 17% to ₹188 crore, with its share of revenue also declining from 3% to 1%, indicating softness in demand or product transition.
The Board of Directors has recommended a final dividend of ₹8 per equity share.
PAYTMRevenue ₹1,918 crores 🔼 28%
PAT ₹123 crores (up from a loss of ₹840 crores)
One97 Communications Ltd. reported a strong Q1FY26, led by sharp growth in financial services and improving monetization in merchant payments. Operating revenue rose 28% year-on-year, driven by a higher number of subscription-based merchants, improved GMV, and robust traction in distribution of financial services. Net payment revenue jumped 38% due to higher processing margins and improved merchant onboarding quality.
Financial services distribution revenue doubled, supported by strong merchant loan growth, better collection performance, and increasing trail income. Contribution profit rose 52%, with margins expanding to 60%, helped by improved revenue mix and tight control on direct costs.
JSWINFRAOperational Revenue ₹1,224 crores 🔼 21%
PAT ₹390 crores 🔼 31%
JSW Infrastructure Ltd. reported strong revenue growth of 21% YoY in Q1 FY26, reaching ₹1,224 crore. The rise was supported by higher cargo volumes and contributions from recent terminal operations.
Cargo volumes grew 5% YoY to 29.4 million tonnes, led by coal handling at Ennore, PNP, and Paradip. Growth was also aided by South West Port, Dharamtar Port, and new operations at Tuticorin and JNPA liquid terminals. Third-party volumes grew 8% YoY and formed 52% of overall volumes.
Navkar Corporation contributed significantly, with EXIM volumes up 31% and domestic volumes up 11% YoY. This bolstered revenue and earnings momentum in the logistics segment.
Key updates included a Letter of Award for redeveloping container berths at Kolkata Port, and an MoU with Konkan Railway to enable rail connectivity at Jaigarh Port, enhancing hinterland access.
The company reaffirmed its target to scale total handling capacity to 400 MTPA by FY30. It plans ₹30,000 crore in port capex and ₹9,000 crore for logistics, aiming for ₹8,000 crore revenue and 25% EBITDA margin in that segment.
COLPALNet Sales ₹1,421 crores 🔻 4%
PAT ₹321 crores 🔻 12%
Colgate-Palmolive (India) Ltd. faced a challenging Q1 FY26 due to subdued urban demand and elevated competition intensity. The quarter also cycled a high base from the previous year, which had seen double-digit growth.
Despite the tough environment, the company maintained investments behind its brands, in line with its long-term strategy. The premium portfolio continued to perform well and delivered strong revenue growth.
The quarter also saw new product launches under the Kids and Mouthwash segments. These included Colgate Kids Squeezy Toothpaste in two flavours and MaxFresh Mouthwash Sachet Stick for on-the-go freshness.
Note: The stock prices mentioned are as of 12:05 PM.
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