Q1 Results LIVE: Adani Green, Adani Power, Nestle, Eternal, Dr Reddy's Lab, NTPC Green, BPCL, HPCL, IndusInd Bank, Tata Communications to announce Q1 results today, Bajaj Auto, TVS Motor, Adani Energy, ATGL shares in focus
AI Summary
On July 22, 2026, several companies, including Nestle India and Adani Green Energy, reported their Q1 FY27 earnings, with Bandhan Bank shares plummeting 10% despite a 35% year-on-year profit growth. The Sensex and Nifty 50 indices also experienced declines of 0.49% and 0.44%, respectively. Analysts recommend accumulating shares of certain companies, while cautioning about potential risks in subscriber growth for others.
Two investors are working together with analyzing the stock data graphs in the paper and viewing the data on the laptop screen. | Photo Credit: wutwhanfoto
Q1 Results Today, 22nd July 2026: Get real-time Q1 FY27 earnings updates, profit growth, revenue numbers and management outlook from Nestle India, Eternal, Adani Green Energy, Bharat Petroleum Corporation, JSW Energy, Oracle, Dr Reddys Laboratories, Hindustan Petroleum Corporation, IndusInd Bank, NTPC Green Energy, Tata Communications, UCO Bank, HFCL, IIFL Finance and more than 40 companies announce June quarter earnings today.
Bandhan Bank shares tank 10%, trading at its lower circuit on the NSE at Rs 187.95.
It reported around 35 per cent y-o-y growth in its net profit, amounting to ₹501.67 crore for the first quarter this fiscal, backed by a 40.5 per cent reduction in provisions during the period.
Sensex fell 381.02 pts or 0.49% to 77,089.09 at 9.17 am after opening at 77,384.95 from the previous close of 77,470.11; Nifty 50 depreciated 106.75 pts or 0.44% to 24,080.95
Recommendation Accumulate; Target ₹400, Earlier Target ₹365
Environmental Clearance for its first container port at Murbe paves way for logistics solutions
Mgmt targets 60% capacity addition by Mar-27E where project progress is on track
Q1 revs were in line while margins/profits were ahead.
Decline in paid supplier base for third straight quarter was a key negative surprise.
Margin expansion was driven by lower customer acquisition costs, which should normalize once the gross addition picks up.
Continued weakness in sub adds can disrupt network effects historically enjoyed by the platform
Paying subscriber addition woes continue – reduction continued in 1Q
Product evolution critical to improve subscriber addition in medium to long term
Believe subscriber addition has to turn meaningfully positive for stock to rise significantly from here
Value Indiamart’s core business at 18x P/E and continue to assign a 1x book value to its recent investments
Upgrade given stronger execution in fees, operating expenses, and asset quality
Increase FY27-29 EPS estimates 33-37% to reflect faster disbursements growth, stronger fees, lower expenses
TP raised at an implied valuation at 1.8x FY28e BVPS
Q PAT rose 70%YoY (off low base) to Rs8.9bn vs. JEFe Rs8.7bn (10% consensus beat) due to lower provision.
AUM grew 12.7% YoY while NIMs dipped QoQ. AQ was resilient
Expect gradual improvement in AUM growth and range bound NIMs.
Tech and mgmt initiatives are improving underwriting which should reduce asset quality volatility vs. past.
Valuations seem reasonable, but near term risks to growth & AQ from weak monsoon leads us to retain Hold
Healthy asset-quality trends in a seasonally weak quarter
Only slight deterioration in GS 2+3 (of 14bp) q-q indicates healthy trends
Recommendation — Equal-weight; Target ₹370, Earlier Target ₹335
PAT was 7% ahead of estimates driven by lower operating and credit costs
Raise FY27-29 EPS by 8 each, assuming lower operating, credit costs, slightly higher NIM
Higher target reflects macro risks, historical volatility and cyclicality but scope to re-rate
1QFY27 consolidated revenue/ EBITDA 2%/3% ahead of consensus
Management expects robust domestic demand to continue in 2QFY27E
Identify two takeaways from company’s earnings call
domestic demand, in particular leisure demand, is offsetting weak international demand;
company will likely deliver above its 12-14% revenue growth guidance for FY27E
IHCL delivered a standout qtr despite war impact, with hotel Rev/EBITDA up 17-21% YoY, driven by 14% RevPAR growth, non-LFL adds & M&A rampup.
Reported Rev/EBITDA grew 15-17%, partly tempered by weakness in air catering.
Further, business diversification has helped Co mitigate macro volatility
Expect domestic tourism tailwinds to persist, aided by shift from Int’l travel, & raise FY27 RevPAR growth...
Original Article
Published on Hindu BusinessLine