These 11 companies will break the record of profit, 2500 percent can increase in June quarter

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The results of the June quarter have started coming. Also, it is estimated that the profit of 11 companies of the country can go towards record growth, which will be 2500 percent more than the same quarter of the previous year. This growth lead is none other than oil marketing companies. In which BPCL, IOCL and HPCL are prominent. Due to which the shares of these 11 companies can see a rise of 4 to 6 percent. Apart from OMC, other companies which are indicating record profits include Pradeep Fojfate, MRPL, SAIL, Laus Lab, Balu Jet Healthcare, VRL Logistics. Let us also tell you what kind of information has been given in the report.

These companies will earn record profits

  1. Paradip phosphates are seen in the top in this list. The profit of which is expected to increase by 2,571.2 percent on an annual basis. Antique Stock Broking said in the ET report that we hope that the revenue of 30 per cent of PPL will be seen to increase by 42 per cent due to a strong sales growth of PPL amid DAP deficiency in the domestic market. Brokerage hopes that PAT will increase from Rs 54 crore to Rs 1,437 crore from a year ago.
  2. Oil Marketing Companies (OMC) have emerged prominently with huge profits recovery in this earning season. HPCL is at the top with a great growth of 1,336.4 per cent in Pat. According to Kotak, we hope that the Ebitda of HPCL will grow rapidly-the spectacle-by-dead (QOQ) 49 per cent and the year-on-year 4.1 times (very low basis) growth will be seen. The refining margin is likely to improve quarter-by-rate improvement, but more impact will come from marketing. He said that despite the decline of 11-12 per cent in the price of oil (by Rs) by Rs. 11-12 per cent, the increase in excise duty has had a slight impact.
  3. According to Motilal Oswal, MRPL is expected to have 838.7 percent pat. Analysts said that keeping in mind the inventory deficit, we expect the reported gross revenue margin to be $ 7.5 per barrel.
  4. On the other hand, SAIL can register an increase of 375.5 percent on an annual basis in adjustable pat. Kotak said that it is estimated that Ebitda per tonne would increase gradually to Rs 7,802 (41 per cent on an annual basis, 49 per cent on quarter -quarterly basis), which will be due to low cost of cooking coal and improvement in steel prices.
  5. IOCL’s profits are estimated at 276.2 per cent on an annual basis. Kotak said that unlike BPCL and HPCL, we hope that after a strong profit in the previous quarter, the IOC’s refining GRM will decline quarterly quarterly due to potential casual deficit.
  6. After BPCL tax, the profit is expected to increase by 150.4 percent on an annual basis. Kotak said that we estimate that Ebitda will increase 111 per cent on an annual basis and 53 per cent on a quarter quarter basis. Refining margin should improve, but the marketing segment is likely to benefit the most.
  7. According to Kotak, 875.5 per cent annual Pat growth is estimated by Laus Labs. We hope that in the first quarter of FY 2026, the overall formula will have an annual increase in sales, which contributes to 25 per cent annual growth in non-ARV formula. CDMO sales may decline by 5 per cent gradually, but there may be an increase of 106 per cent on an annual basis. Overall, we hope that Laus will record 28 percent annual growth in the first quarter of FY 26 and a decline of 11% quarter. ”
  8. Dr. Agrawals Health is estimated to record 496.6 per cent on an annual basis. Motilal Oswal said that sales are expected to increase by 21 percent, which will be the reason for sales. Kotak estimates that the revenue will increase by 20 per cent on an annual basis and 5 per cent on the annual basis due to the joining of new centers and recently launched facilities.
  9. Blue Jet Healthcare’s profits are estimated to increase by 219.3% on an annual basis. Motilal hopes that revenue will increase 2.3 times on an annual basis and Ebitda will increase 3.5 times on an annual basis. The Ebitda margin is expected to increase by 14 per cent on a annual basis, while the gross margin is expected to increase by 20 basis points on a annual basis.
  10. VRL logistics is estimated to have a profit of 299.6 per cent on an annual basis. Motilal said in the ET report that we hope that the revenue will increase by about 2 per cent to Rs 830 crore on an annual basis, which is inspired by 18 per cent increase in getting the price due to the price hike. The departure of low margin customers is expected to fall by 13 per cent on an annual basis. Ebitda is expected to be around Rs 160 crore.
  11. The estimated benefit of JSW Steel has increased by 132.3 per cent to Rs 1,962.6 crore on an annual basis. Motilal said that despite the better average selling price (ASP), there is a possibility of decline in quarter-by-quarter revenue due to low sales in the Dolvi plant.

What will be the overall earning outlook

The improvement in total income has been seen due to specific sectors. Motilal said that overall marginal income growth is O&G (+42%per annum), telecom, tech (+7%), NBFC-udhar (+8%), PSU bank (+5%), and health service (+11%), which can contribute 89%of the increase in income on an annual basis. At the same time, Kotak (1) Construction Material (improvement in receipt of prices), (2) health services (more customers on existing beds, increase in the number of new beds and slight increase in ARPU), (3) Renewable Energy (Increase in Solar Energy) and (4) Renewable Energy (4) Telecom Services (high ARPU) ” There are challenges for it. Motilal warned that automobile (-10%), metal (-4%), and private banks (-3%) can adversely affect income.

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