Kotak Mahindra Bank Ltd.KOTAKBANK₹1,974.70 -7.06%

Total Income  ₹26,704 crores 🔼 7%

PAT ₹4,472 crores 🔼 1%  (excluding gain of KGI divestment in Q1FY25)

Kotak Mahindra Bank Ltd. saw healthy momentum in Q1FY26, with consolidated advances up 13% YoY and strong growth in term deposits and TD sweep balances. The CASA ratio stood at 40.9%, reflecting a stable deposit mix.

Margins remained firm at 4.65% despite a rise in funding costs, supported by effective asset-liability management. Operating profit rose 6% YoY, aided by stable fee income and improved operating leverage.

Subsidiaries like Kotak Life Insurance and Kotak AMC reported sharp profit growth, further supported by ₹204 crore in valuation gains due to regulatory changes.

Lodha Developers Ltd.LODHA₹1,221.10 -4.56%

Revenue ₹3,490 crores 🔼 23%

PAT ₹680 crores 🔼 42%

Lodha Developers Ltd. reported its best-ever Q1 pre-sales of ₹44.5 billion, up 10% YoY, supported by continued housing demand across segments. The company added five new projects during the quarter with a gross development value (GDV) of ₹227 billion, achieving over 90% of its full-year business development guidance in just one quarter.

Despite sizeable investments in project additions, Lodha maintained a healthy balance sheet with net debt at ₹50.8 billion and a low net debt-to-equity ratio of 0.24x.

Balkrishna Industries Ltd.BALKRISIND₹2,691.90 +0.23%

Revenue ₹2,759 crores 🔼 1%

PAT ₹287 crores 🔻 40%

Balkrishna Industries Ltd. reported muted margin performance in Q1FY26, primarily due to a lower share of exports in the overall sales mix. Domestic volumes accounted for approximately 35% of total sales, leading to a softer gross profit profile.

EBITDA margin was impacted by multiple factors, including an unfavourable product mix from higher India sales, tariff-related pressures on US exports, and lower volumes reducing fixed cost absorption.

The company has announced the first interim dividend of ₹4 per equity share.

IDFC First Bank Ltd.IDFCFIRSTB₹70.63 -0.10%

Net Interest Income ₹4,933 crores 🔼 5%

PAT ₹463 crores 🔻 32%

IDFC First Bank Ltd. delivered strong growth in customer deposits, which rose 25.5% YoY to ₹2.57 lakh crore, with retail deposits forming 80% of the mix. CASA deposits grew 30.2% YoY, taking the CASA ratio to 48%. This reflects a deepening retail franchise and strong liability momentum.

Loan growth remained healthy at 21% YoY, led by mortgage, vehicle, MSME, business banking, and wholesale loans. The wholesale book grew nearly 39% YoY, while the retail, rural, and MSME books rose 17.4%. Incremental disbursals in the microfinance segment were largely insured, with 72% portfolio coverage by CGFMU.

Core income excluding microfinance showed solid traction, with NII and fee income growing 12.2% YoY. Operating profit, including trading gains, grew 19% YoY, supported by a 13.4% increase in total operating income. Margins narrowed to 5.71% due to repo rate pass-through, a lower-yielding asset mix, and reduced microfinance contribution.

Premier Energies Ltd.PREMIERENE₹1,047.00 -3.87%

Revenue ₹1,821 crores 🔼 10%

PAT ₹308 crores 🔼 55%

Premier Energies Ltd. recorded strong order book momentum, closing Q1FY26 with 5,545 MW in orders valued at ₹8,603 crore, entirely from the domestic market. New bookings during the quarter outpaced deliveries, reflecting sustained demand and customer confidence across both cell and module segments.

Revenue from operations grew 9.9% YoY and 12.3% sequentially to ₹1,820 crore, supported by strong volumes and execution momentum. The backward-integrated manufacturing setup and established export credibility continued to provide scale advantages despite a fully domestic order mix this quarter.

The company has declared the first interim dividend of ₹0.25 per equity share. 

Note: The stock prices mentioned are as of 1:50 PM.

Disclaimer

Investments in securities market are subject to market risks, read all the related documents carefully before investing. This is for informational purposes and should not be considered as recommendations.

Kindly refer to  https://share.market/ for more details.

PhonePe Wealth Broking Private Limited is a member of NSE & BSE with SEBI Regn. No.: INZ000302639, Depository Participant of CDSL Depository with SEBI Regn. No.: IN-DP-696-2022, Research Analyst with SEBI Regn No: INH000013387, BSE RA Enlistment Number: 5887, and Mutual Fund distributor with AMFI Registration No: ARN- 187821. Member ID: BSE- 6756, NSE- 90226. 

Registration granted by SEBI, enlistment as Research Analyst, and Certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors

Registered office – 2, Floor 3, Wing A, Block A, Salarpuria Softzone, Service Road, Green Glen Layout, Bellandur, Bengaluru South, Bengaluru, Karnataka – 560103, INDIA.

CIN: U65990KA2021PTC146954.