Order inflows have broadened beyond hydrocarbons and the company is foraying into nuclear and clean energy
The Industrial Gas segment, the largest revenue contributor, declined 9.5% due to US tariffs. However, the company says there are very few suppliers in the US and tariffs apply mainly to steel components.
The company exceeded expectations with better operational efficiencies
Next-gen products, export focus, deeper penetration of premium products to drive growth
Lower volumes due to weak domestic sentiment weighs on performance
Resilient Q1 with strong India operations and record downstream performance
The company posted a weak quarter but expects to do better, going forward
While the management remains confident about the business, declining margin remains a concern
For the quarter ended June, Tata Motors noted that its performance was impacted by volume decline in all businesses and a drop in profitability at Jaguar Land Rover.
Tata Motors share price: In contrast, the company said EV margins have been rising year-on-year even without battery localisation incentives, helped by significant cost cuts.
Tata Motors share price: Domestically, the company said it is covered for the next 2-3 months and it is looking at alternatives outside of China.
Q1 performance in line with expectations; the demand outlook is strong, and the stock valuation is attractive
Hero MotoCorp share price: The two-wheeler major noted that work is underway to explore long-term alternatives to mitigate the risk from rare earth magnet crunch.
Hero MotoCorp share price:
Revenue growth aided by exports; margin dips on currency and cost pressures
Bajaj Auto share price: The company sold 11.11 lakh units in Q1 FY26, up 1 percent from 11.02 lakh units in the same period last year.
Bajaj Auto share price: While acknowledging the need for improved rider safety, the management warned that the cost implications of such a shift could weigh on consumer sentiment.
Bajaj Auto share price: Rare earth magnets are crucial in EVs, enabling high-performance motors in compact spaces and powering critical electronics.
Steady ARPU growth lifts the company’s Q1 performance across India and Africa
Robust demand for two-wheelers power strong quarterly performance
Brokerages remain bullish on ITC despite margin pressures, citing strong cigarette volume growth and improving FMCG performance.
While the near-term business performance may appear subdued, the company’s structural initiatives, such as capacity expansion and operational efficiency, are good for the long term
The car-maker needs to overcome its budget-car image while establishing credibility in the higher-margin SUV segment
Swiggy share price: Revenue for its quick commerce business, Instamart, more than doubled to Rs 806 crore on an annual basis.
Maruti Suzuki share price: Its revenue rose 8 percent to Rs 38,414 crore in Q1 FY26 as against Rs 35,531 crore a year ago. Non-operating income, or other income, for the quarter nearly doubled.