Q1 Earnings Impact: L&T Jumps Most In Two Months, Gallant Ispat & Allied Blenders Hit Record High

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 Q2 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 income rises 10.3% to Rs 9,424 crore versus Rs 8,547 crore.

• Underwriting loss at Rs 1,754 crore versus loss of Rs 1,576 crore

• Net profit rises 80.2% to Rs 391.01 crore versus Rs 216.97 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