Stocks to Watch, August 1: Tata Power, ITC, Godrej Properties, Graphite India, Adani Power, JSW Energy, Mankind Pharma, Coal India

During the quarter under review, the company’s revenue from operations stood at ₹5,143.37 crore, jumping 78.62% YoY from ₹2,879.46 crore in the first quarter of FY25.

Revenue from operations stood at ₹72.20 crore in Q1FY26, up 14% compared to ₹63 crore in Q1FY25. The company’s EBITDA also saw a notable jump of 26%, reaching ₹42.00 crore for the quarter, compared to ₹33 crore in the corresponding quarter of the previous fiscal year.

The company’s revenue from operations fell 4% YoY to ₹35,842 crore, as against ₹37,504 crore a year ago. EBITDA for the quarter came in at ₹12,521 crore, down 13% from ₹14,338 crore last year. EBITDA margin slipped to 35% from 38% in the corresponding quarter of the previous year, reflecting a 330 basis point drop.

The margin contraction was largely due to a rise in total expenses, which increased 2% YoY to ₹25,893 crore from ₹25,327 crore last year.

Eicher Motors' revenue from operations advanced 15% in the June quarter to ₹5,042 crore from ₹4,393 crore in the year-ago period.

The company reported stable operational performance in the first quarter as its EBITDA, also known as operating profit, advanced 3.26% to ₹1,203 crore as against ₹1,165 crore in the same period last year.

The company had posted a consolidated net profit of ₹75.38 crore a year ago, according to a BSE filing by Radico Khaitan, which owns brands like Rampur Indian Single Malt Whisky, Jaisalmer Indian Craft Gin, Magic Moments Vodka, and the 8 PM series.

Its revenue from operations increased 24.56% to ₹5,313.51 crore in the June quarter. It was ₹4,265.62 crore in the corresponding quarter of the previous fiscal year.

In the previous quarter (Q4 FY25), the Bengaluru-based firm posted a net loss of ₹1,081 crore.

However, the food and grocery delivery major recorded a 53.9% jump in its revenue from operations to ₹4,961 crore during the June quarter against ₹3,222 crore in Q1 FY25.

The company had posted a net profit of ₹494.35 crore in the April-June quarter a year ago, according to a regulatory filing from Dabur India.

Its revenue from operations was marginally up by 1.65% at ₹3,404.58 crore in the June quarter. It was ₹3,349.11 crore in the corresponding quarter of the previous fiscal year.

"Unseasonal rains during peak summer months impacted the performance of Dabur's summer-centric portfolio, particularly in categories like beverages and glucose. Excluding this seasonal portfolio, the business grew by 7% in Q1 of 2025-26," said Dabur India in its earnings statement.

The company had posted a net profit of ₹50.77 crore in the year-ago period.

The revenue from operations of Kaynes Technology increased 33.6% to ₹673.4 crore during the quarter as against ₹503.9 crore a year earlier.

During the quarter, the company incorporated a wholly-owned subsidiary, Kaynes Space Technology Pvt Ltd, to foray into the space sector and develop satellites of all classes, the filing added.

The leading FMCG maker is keeping an eye on the price movements of palm and palm derivatives, a key input for its skin cleansing products, which are softening and will pass on the benefits to the consumers as it has done in other segments such as tea, HUL CFO Ritesh Tiwari said in an earnings call.

"Skin cleansing has seen a material increase in the last 6-12 months, in terms of palm and palm oil derivatives. Because of that, we have taken sequential price increases," he said.

Going forward, HUL is seeing "some softening in palm and palm derivatives."

The company had posted a profit after tax of ₹15.24 crore a year ago.

The operating income of Netweb also more than doubled to ₹301.21 crore from ₹149.3 crore in the June 2024 quarter.

"Our operating income grew by 101.7% year-on-year to ₹3,012.1 million, reflecting the robust demand environment and our continued focus on disciplined execution. Profit after tax increased by 100% YoY to ₹304.8 million, with a margin of 10.1%," Netweb Technologies Chairman and Managing Director Sanjay Lodha said.

The city-based firm had earned a net profit of ₹142.69 crore during the corresponding quarter of last financial year.

For the year ending March 31, 2025 the profit was at ₹541.75 crore.

Commenting on the financial performance, company Managing Director Arathi Krishna said, "I am pleased to share that our first-quarter performance underscores the fundamental strength and resilience of our operations, as well as our unwavering commitment to delivering value to our customers."

The company had posted a PAT of ₹11.91 crore in the year-ago period, Ceinsys said in a statement.

Revenue from operations for the quarter surged year-on-year to ₹156.60 crore from ₹73.84 crore in the June quarter of last year, driven by the execution of major infrastructure projects secured in FY25, it said in the statement.

The company's EBITDA (earnings before interest, taxes, depreciation, and amortisation) grew 110% over the corresponding period in FY25.

This growth was primarily anchored by the ramp-up of key state-level projects, including the Wainganga-Nalganga River Linking Project and an IoT-based Water and Sanitation initiative under the Jal Jeevan Mission, both awarded by the Government of Maharashtra, Ciensys said.

The private sector lender had earned a net profit of ₹264 crore in the same quarter of the previous fiscal year.

The total income rose to ₹1,849 crore during the June quarter of 2025-26, from ₹1,580 crore in the same quarter of FY25, the Tamil Nadu-based bank said in a regulatory filing.

Interest earned by the bank improved to ₹1,605 crore, as compared to ₹1,388 crore in the June quarter of FY25.

The drug maker posted a PAT of ₹538 crore for the April-June quarter of the last fiscal year.

Revenue from operations rose to ₹3,570 crore for the first quarter as compared to ₹2,868 crore in the year-ago period, Mankind Pharma said in a statement.

The company said its board has approved the raising of up to ₹1,000 crore through unsecured funding instruments, including the issuance of commercial papers, on a private placement basis, in one or more tranches.