Stocks To Watch Today: L&T, NTPC, Bank of India, Star Health, Allied Blenders, New India Assurance

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Tilaknagar Industries Ltd., Asian Paints Ltd. and L&T Finance Ltd.are some of the stocks that are going to be in the limelight on Wednesday.

Here are the notable corporate announcements released after Tuesday’s market hours:

  • Tilaknagar Industries: The company has received an extension from the Andhra Pradesh commissioner of distilleries and breweries to expand its bottling capacity by 200 lakh proof litres. The company also approved the issuance of up to 1.4 crore equity shares at Rs 382 per share, aggregating to Rs 549 crore, and up to 4.57 crore convertible warrants at Rs 382 per warrant, totaling Rs 1,746 crore, on a preferential basis.
  • Asian Paints: The company has approved the amalgamation of its subsidiary, Asian Paints (Polymers), with the parent company to unlock synergies across procurement, logistics, supply chain, technology, and shared services.
  • Reliance Industries: The company has signed a joint operating agreement with ONGC and BP Exploration (Alpha) Ltd. for an exploration block.
  • L&T Finance: The company has allotted Non-Convertible Debentures worth Rs 250 crore to identified investors via private placements
  • GAIL: The company has executed a joint venture agreement with RVUNL to transfer gas-based power plants in Dholpur and Ramgarh, Rajasthan, to a new JVC, and to develop 750 MW solar and 250 MW wind power projects through the JVC.
  • IRCTC: The company has received a notice regarding a service tax claim of Rs 6.79 crore related to the renting of immovable property from 2007 to 2011.
  • Nestle India: The company sets Aug. 8, 2025, as the record date for its 1:1 bonus share issuance.
  • HCL Technologies: The company has partnered with Pearson to co-develop AI-powered products aimed at addressing skill gaps and accelerating skills development.
  • K.P. Energy: The company has fully divested its 51% stake in EMWPL, which was originally incorporated as a Special Purpose Vehicle for a 30 MW wind power project under a Power Purchase Agreement with GUVNL. As a result, EMWPL is no longer a subsidiary of the company.
  • Zaggle Prepaid: The company is set to acquire Rivpe Technology for Rs 22 crore to strengthen its Unified Payments Interface offerings and foray into the consumer credit card segment.

Jagran Prakashan Q1FY26 Highlights (Consolidated, YoY)

  • Revenue up 3.6% to Rs 460 crore versus Rs 444 crore.
  • Ebitda down 2.6% to Rs 63.7 crore versus Rs 65.4 crore.
  • Margin at 13.9% versus 14.7%.
  • Net profit up 63.3% to Rs 67.2 crore versus Rs 41.2 crore.

Gallantt Ispat Q1FY26 Highlights (Consolidated, YoY)

  • Revenue down 2.8% to Rs 1,128 crore versus Rs 1,160 crore.
  • Ebitda up 15% to Rs 247 crore versus Rs 215 crore.
  • Margin at 21.9% versus 18.5%.
  • Net profit up 42.6% to Rs 174 crore versus Rs 122 crore.

Piramal Enterprises Q1FY26 Highlights (Consolidated, YoY)

  • Consol AUM up 22% YoY.
  • Impairment loss at Rs 227 crore versus Rs 488 crore.
  • Calculated NII up 23% to Rs 902 crore versus Rs 732 crore.
  • Net profit up 52.3% to Rs 276 crore versus Rs 181 crore.
  • Approves fundraise of up to Rs 1,000 crore via NCDs.

S.J.S. Enterprises Q1FY26 Highlights (Consolidated, YoY)

  • Revenue up 11.2% to Rs 209 crore versus Rs 188 crore.
  • Ebitda up 15.6% to Rs 55.7 crore versus Rs 48.2 crore.
  • Margin up 102 bps at 26.7% versus 25.6%.
  • Net profit up 22.7% to Rs 34.6 crore versus Rs 28.2 crore.

Bank Of India Q1 Highlights (Standalone, YoY)

  • Net interest income falls 3% to Rs 6,068.11 crore versus Rs 6,275.8 crore
  • Net Profit up 32% to Rs 2,252.12 crore versus Rs 1,702.73 crore
  • Gross NPA at 2.92% versus 3.27% (QoQ).
  • Net NPA at 0.75% versus 0.82% (QoQ).
  • Operating Profit rises 9% to Rs 4,009 crore versus Rs 3,677 crore
  • Provisions fall 15.2% to Rs 1,096 crore versus Rs 1,293 crore
  • Provisions decline 18% to Rs 1,096 crore versus Rs 1,338 crore (QoQ)

Triveni Engineering Q1 Highlights (Standalone, YoY)

  • Revenue up 22.9% to Rs 1,598.22 crore versus Rs 1,300.68 crore
  • Ebitda down 38% to Rs 53.50 crore versus Rs 86.24 crore.
  • Margin at 3.3% versus 6.6%
  • Net Profit down 86% to Rs 4.41 crore versus Rs 31.27 crore

International Gemmological Institute Q1 Highlights (Consolidated, YoY)

  • Revenue up15.8% at Rs 301 crore versus Rs 260 crore
  • Ebitda up 36.9% at Rs 173 crore versus Rs 127 crore
  • Margin at 57.6% versus 48.7%
  • Net profit up 62.6% at Rs126.5 crore versus Rs 77.8 crore

L&T Q1FY26 Results (Consolidated, YoY)

  • Revenue up 15.52% at Rs 63,678 crore versus Rs 55,119 crore
  • Ebitda up 12.5% at Rs 6,317 crore versus Rs 5,615 crore
  • Margin at 9.92% versus 10.18% down 26 basis points
  • Net profit up 29.84% at Rs 3,617 crore versus Rs 2,786 crore
  • Received orders worth Rs 94,453 crore, up 33% YoY
  • International orders stood at Rs 48,675 crore, accounting for 52% of total order inflow
  • Order book stood at Rs 6.12 lakh crore, up 6% over March 25

Ask Automotive Q1FY26 (Consolidated, YoY)

  • Revenue up 3.4% to Rs 891 crore versus Rs 862 crore
  • Ebitda up 19% to Rs 120 crore versus Rs 101 crore
  • Margin at 13.4% versus 11.7%
  • Net profit up 16.3% to Rs 66 crore versus Rs 56.8 crore

Nilkamal Q1FY26 (Standalone, YoY)

  • Revenue up 18.9% to Rs 883 crore versus Rs 743 crore
  • Net profit down 16.7% to Rs 15.2 crore versus Rs 18.3 crore
  • Ebitda up 2.9% to Rs 58 crore versus Rs 56.3 crore
  • Margin at 6.6% versus 7.6%

New India Assurance Q1FY26 (YoY)

  • Gross premiums written up 13.1% to Rs 13,445 crore versus Rs 11,888 crore
  • Net premium earned up 10.2% to Rs 9,423 crore versus Rs 8,547 crore
  • Underwriting loss at Rs 1,754 crore versus loss of Rs 1,576 crore
  • PAT up 68.2% to Rs 392 crore versus Rs 233 crore
  • Combined ratio at 116.03% versus 111.59% (QoQ)
  • Combined ratio at 116.03% versus 115.90% (YoY)

Novartis India Q1FY26 (Standalone, YoY)

  • Revenue down 5.1% to Rs 87.6 crore versus Rs 92.3 crore
  • Net profit up 7% to Rs 27.6 crore versus Rs 25.7 crore
  • Ebitda up 14% to Rs 27.2 crore versus Rs 24 crore
  • Margin at 31.1% versus 26%

GE Vernova T&D India Q1 Highlights (Consolidated, YoY)

  • Revenue up 38.8% to Rs 1,330 crore versus Rs 958 crore
  • Ebitda at Rs 388 crore versus Rs 182 crore
  • Margin at 29.1% versus 19%.
  • Net Profit at Rs 291 crore versus Rs 135 crore

Allied Blenders Q1FY26 (Consolidated, YoY)

  • Revenue up 21.8% to Rs 923 crore versus Rs 758 crore
  • Ebitda up 50.5% to Rs 112 crore versus Rs 74.1 crore
  • Margin at 12.1% versus 9.8%
  • Net profit at Rs 56.6 crore versus Rs 11.2 crore

Triveni Engineering Q1FY26 (Consolidated, YoY)

  • Revenue up 22.8% to Rs 1,598 crore versus Rs 1,301 crore
  • Ebitda down 38% to Rs 53.5 crore versus Rs 86.3 crore
  • Margin down 328 bps at 3.3% versus 6.6%
  • Net profit down 93.5% to Rs 2 crore versus Rs 31 crore

IFB Industries Q1FY26 (Consolidated, YoY)

  • Revenue up 5.4% to Rs 1,338 crore versus Rs 1,269 crore
  • Ebitda down 22.6% to Rs 63.2 crore versus Rs 81.7 crore
  • Margin at 4.7% versus 6.4%
  • Net profit down 30.3% to Rs 26.2 crore versus Rs 37.5 crore

Star Health and Allied Insurance Co Q1FY26 (Standalone, YoY)

  • Gross premium written up 3.7% to Rs 3,605 crore versus Rs 3,475 crore
  • Net premiums earned up 11.9% to Rs 3,938 crore versus Rs 3,520 crore
  • Underwriting profit down 48.8% to Rs 71.7 crore versus Rs 140 crore
  • Net profit down 17.7% to Rs 263 crore versus Rs 319 crore

Dilip Buildcon Q1FY26 (Consolidated, YoY)

  • Revenue down 16.4% to Rs 2,620 crore versus Rs 3,134 crore
  • Ebitda up 8.9% to Rs 520 crore versus Rs 478 crore
  • Margin at 19.9% versus 15.3%
  • Net profit up 91.6% to Rs 229 crore versus Rs 119 crore

Q1 Earnings Lloyds Engineering (Cons, QoQ)

  • Revenue down 6.5% At Rs 217 Crore Versus Rs 232 Crore
  • EBITDA down 23.5% At Rs 26.5 Crore Versus Rs 34.7 Crore
  • Margin At 12.2% Versus 14.9%
  • Net Profit down 65.4% At Rs 30.2 Crore Versus Rs 18.3 Crore

Lloyds Engineering Q1FY26 (Consolidated, QoQ)

  • Revenue down 6.5% to Rs 217 crore versus Rs 232 crore
  • Ebitda down 23.5% to Rs 26.5 crore versus Rs 34.7 crore
  • Margin at 12.2% versus 14.9%
  • Net profit down 65.4% to Rs 10.2 crore versus Rs 18.3 crore

NTPC Q1FY26 (Standalone, YoY)

  • Revenue down 4.2% to Rs 42,572.6 crore versus Rs 44,427.5 crore
  • Net profit up 6% to Rs 4,774.7 crore versus Rs 4,511 crore
  • Ebitda down 17% to Rs 10,283.8 crore versus Rs 12,454.9 crore
  • Margin at 24.2% versus 28%

GMR Airports Q1FY26 (Consolidated, YoY)

  • Revenue up 33.4% to Rs 3,205 crore versus Rs 2,402 crore
  • Ebitda up 45.4% to Rs 1,306 crore versus Rs 898 crore
  • Margin at 40.7% versus 37.4%
  • Net loss at Rs 212 crore versus loss of Rs 142 crore
  • Board approves non-convertible bonds issuance up to Rs 6,000 crore

Siyaram Silk Mills Q1FY26 (Consolidated, YoY)

  • Revenue up 26.9% to Rs 389 crore versus Rs 307 crore
  • Ebitda at Rs 20.8 crore versus Rs 9.7 crore
  • Margin at 5.3% versus 3.1%
  • Net profit down 59.7% to Rs 4.6 crore versus Rs 11.5 crore

Acutaas Chemicals, Adf Foods, Apcotex Industries, Asahi India Glass, Aster DM Healthcare, BASF India, Birla Corporation, Computer Age Management Services, CESC, Fino Payments Bank, Firstsource Solutions, Greaves Cotton, Greenpanel Industries, HEG, Hyundai Motor India, Indraprastha Gas, IIFL Finance, InterGlobe Aviation, Indus Towers, Ion Exchange India, ITD Cementation India, JB Chemicals & Pharmaceuticals, JBM Auto, Jaiprakash Power Ventures, Kaynes Technology India, KPIT Technologies, Maharashtra Seamless, Vedant Fashions, Mayur Uniquoters, Moil, Meghmani Organics, Navin Fluorine International, NESCO, PTC India Financial Services, Procter & Gamble Hygiene and Health Care, Punjab National Bank, Power Grid Corporation of India, Hitachi Energy India, Prudent Corporate Advisory Services, PSP Projects, Redington, Relaxo Footwears, Sagility India, SIS, Sonata Software, Tata Steel, TCI Express, Thomas Cook (India), Tips Music, V2 Retail, Welspun Living, Zydus Wellness.

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