Life Insurance Corporation of IndiaLICI₹918.55 +3.79%

Total Premium Income ₹1,19,200 crores 🔼 5%

PAT ₹10,986 crores 🔼 5%

Life Insurance Corporation of India reported a stable Q1 FY26 performance, driven by a sharper product mix and operating efficiency. The share of non-par products in the individual business rose to 30.34%, up from 23.94% last year, helping boost profitability. This shift contributed to a 20.75% growth in Value of New Business (VNB) to ₹1,944 crores. 

Group business continued to support LIC’s growth momentum, with Group APE (Annualized Premium Equivalent) rising 16.14% year-on-year. APE is a standard industry measure that normalizes new premium income by combining 100% of regular annual premiums with 10% of single-premium business, providing a clear view of new business performance. LIC’s total APE grew 9.45% over the same period last year, reflecting sustained demand across segments.

Assets Under Management (AUM) rose 6.47% year-on-year to ₹57.05 lakh crore. The company also continued to diversify its distribution network, with increased traction from bancassurance and alternate channels, supporting long-term growth and outreach efforts.

Titan Company Ltd.TITAN₹3,474.50 +1.72%

Total Income ₹13,192 crores 🔼 17%

PAT ₹770 crores 🔼 34%

Titan Company Ltd. delivered a strong Q1 FY26, with consolidated revenue up 21% and PAT rising 53% year-on-year, supported by margin expansion and broad-based growth.

The jewellery segment grew 19% despite high gold prices, driven by higher ticket sizes and strong traction in gold coins. CaratLane saw 39% growth, while international jewellery operations turned profitable for the first time. Global brand visibility also improved through participation in events like Paris Couture Week and Cannes.

The watches division recorded one of its best quarters, growing 24% with a 22.6% EBIT margin. Growth was led by analog watches and premium international brands under Helios. Emerging businesses grew 35%, with strong momentum in fragrances and women’s bags. Titan Engineering and Automation also reported strong demand, led by automation and aerospace.

Solar Industries India Ltd.SOLARINDS₹14,444.00 -3.03%

Net Revenue ₹2,154 crores 🔼 28%

PAT ₹353 crores 🔼 17%

Solar Industries India Ltd. delivered a strong Q1 FY26, posting its highest-ever quarterly EBITDA and PAT at ₹564 crore and ₹353 crore, respectively, driven by robust growth in international and defence segments. Revenue rose 28% year-on-year to ₹2,154 crore, despite a subdued domestic market due to early monsoons.

The international business recorded its best-ever quarterly sales at ₹826 crore, up 43% YoY, supported by operations across 9 countries and a presence in over 90 markets. Defence revenue more than doubled to ₹418 crore, aided by the scale-up of Pinaka orders and successful tests of indigenous systems like Bhargavastra and Rudrastra. Repeat orders for drones and hand grenades further cemented Solar’s position as a key defence partner under the Atmanirbhar Bharat initiative.

Godrej Consumer Products Ltd.GODREJCP₹1,199.30 -1.70%

Revenue from Operations ₹3,662 crores 🔼 12%

PAT ₹352 crores 🔼 10%

Godrej Consumer Products Ltd. Godrej Consumer Products Limited (GCPL) posted a 10% year-on-year rise in consolidated sales for Q1 FY26, led by strong volume growth across most geographies. Underlying volume rose 8%, with the India business growing 5%, supported by high single-digit gains in Household Insecticides and double-digit growth in Electrics. Excluding soaps, volume growth in India was in the teens, helped by product relaunches and demand in newer categories like air fresheners and laundry liquids.

International performance was mixed. Sales in Africa, the USA, and the Middle East grew 30%, offsetting a 4% decline in Indonesia due to pricing pressures and macro headwinds. Latin America also maintained strong momentum. Despite stable net profit, consolidated EBITDA margin stood at 19.2%, impacted by media cost optimization and commodity price trends, with benefits from lower palm oil costs expected to flow in from H2 FY26.

The company has declared an interim dividend of ₹5 per equity share. The record date for the same is August 13, 2025.

Cummins India Ltd.CUMMINSIND₹3,852.70 +4.86%

Revenue from Operations ₹2,859 crores 🔼 26%

PAT ₹589 crores 🔼 40%

Cummins India Ltd. reported a strong Q1 FY26 performance, with total sales rising 26% year-on-year to ₹2,859 crore, supported by broad-based growth across domestic and export markets. Domestic sales grew 25% while exports rose 34%, reflecting robust demand and improved execution.

Profit after tax jumped 40% year-on-year to ₹589 crore, aided by operating leverage and efficiency gains. The company attributed the performance to stable demand, easing inflation, and better cost control. With infrastructure activity in India gaining pace and emission-compliant product lines in place, Cummins remains cautiously optimistic about sustaining growth across key markets.

Note: The stock prices mentioned are as of 12:35 pm.

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