Diversified Sector — Q1 FY26 Earnings Overview
100 companies reported. 61 bullish, 33 neutral, 6 bearish.
Average revenue growth: 9.8%
Sector sentiment: bullish
Aggregate revenue: ₹11,72,090 Cr
Average margin: 12.3%
Company Results
| Company | Revenue | YoY | Margin | Sentiment |
|---|---|---|---|---|
| Oil & Natural Gas Corporation | ₹1,63,108 Cr | — | — | neutral medium |
| Bharat Petroleum Corporation | ₹1,12,551 Cr | — | 9.0% | neutral medium |
| Bharat Petroleum Corporation | ₹1,12,551 Cr | — | 9.0% | neutral medium |
| Hindalco Industries | ₹64,232 Cr | — | — | neutral medium |
| Larsen & Toubro | ₹63,679 Cr | +16% | 13.0% | bullish high |
| Tata Steel | ₹53,178 Cr | — | — | neutral medium |
| Bharti Airtel | ₹49,463 Cr | — | 51.4% | bullish high |
| Mahindra & Mahindra | ₹45,529 Cr | +22% | 18.0% | bullish high |
| JSW Steel | ₹43,147 Cr | — | 17.6% | neutral medium |
| Infosys | ₹42,279 Cr | +3.8% | 20.8% | bullish high |
| Grasim | ₹40,118 Cr | +16% | — | bullish medium |
| Maruti Suzuki | ₹38,605 Cr | +8.1% | 12.0% | neutral medium |
| Bajaj Finserv | ₹35,439 Cr | +13% | 40.0% | bullish high |
| Wipro | ₹22,135 Cr | -2.3% | 17.3% | neutral medium |
| Adani Enterprises | ₹21,961 Cr | — | 15.0% | neutral medium |
| UltraTech Cement | ₹21,275 Cr | — | — | bullish high |
| Titan Company | ₹16,523 Cr | — | — | bullish high |
| Adani Power | ₹14,168 Cr | -5.88% | 40.5% | bullish high |
| Dixon Technologies (India) | ₹12,838 Cr | +95% | — | bullish high |
| Ashok Leyland | ₹11,709 Cr | +1.5% | 19.0% | bullish high |
| Ashok Leyland | ₹11,709 Cr | +1.5% | 19.0% | bullish high |
| Aditya Birla Capital | ₹11,343 Cr | +10% | — | bullish high |
| Aditya Birla Capital | ₹11,333 Cr | +10% | — | bullish high |
| Hero MotoCorp | ₹9,728 Cr | — | 15.0% | bullish medium |
| Dr. Reddy's Laboratories | ₹8,545 Cr | +11% | 26.7% | neutral medium |
| Aurobindo Pharma | ₹7,868 Cr | +4% | 20.0% | neutral medium |
| Coromandel International | ₹7,042 Cr | +49% | 11.0% | bullish high |
| Apar Industries | ₹5,104 Cr | +27.3% | 9.8% | bullish high |
| Eicher Motors | ₹5,042 Cr | +14.8% | — | bullish high |
| Bosch | ₹4,789 Cr | +10.9% | — | bullish medium |
| Tata Consumer Products | ₹4,779 Cr | +10% | — | neutral medium |
| Bharat Electronics | ₹4,417 Cr | +5.19% | 29.9% | bullish high |
| Biocon | ₹3,942 Cr | +15% | 25.0% | bullish high |
| Bharat Forge | ₹3,909 Cr | — | 17.0% | neutral medium |
| Adani Green Energy | ₹3,800 Cr | +31% | 80.0% | bullish high |
| Amara Raja Energy & Mobility | ₹3,411 Cr | +4% | 11.7% | neutral medium |
| Dabur India | ₹3,405 Cr | +1.7% | — | neutral medium |
| Alkem Laboratories | ₹3,371 Cr | +11.2% | 21.9% | bullish high |
| Alkem Laboratories | ₹3,371 Cr | +11.2% | 22.0% | bullish high |
| Endurance Technologies | ₹3,319 Cr | +17.3% | 13.0% | bullish high |
| Berger Paints (I) | ₹3,201 Cr | — | — | bullish high |
| ABB India | ₹3,184 Cr | +6% | — | neutral medium |
| ABB India | ₹3,175 Cr | +12% | 13.0% | neutral medium |
| Cummins India | ₹2,907 Cr | +26% | 21.0% | bullish high |
| Cummins India | ₹2,907 Cr | +26% | 21.0% | bullish high |
| DLF | ₹2,717 Cr | — | 13.0% | bullish high |
| Escorts Kubota | ₹2,500 Cr | — | 13.0% | neutral medium |
| Escorts Kubota | ₹2,500 Cr | — | 13.0% | neutral medium |
| Divi's Laboratories | ₹2,410 Cr | — | — | bullish medium |
| Delhivery | ₹2,294 Cr | +6% | 6.5% | bullish high |
| Container of India | ₹2,154 Cr | — | — | bullish high |
| Emcure Pharmaceuticals | ₹2,100 Cr | +15.7% | 19.2% | bullish high |
| Deepak Nitrite | ₹1,897 Cr | — | 10.0% | neutral medium |
| Aditya Birla Fashion and Retail | ₹1,831 Cr | +9% | — | bullish high |
| Aditya Birla Fashion and Retail | ₹1,831 Cr | +9% | — | bullish high |
| Aegis Logistics | ₹1,719 Cr | — | — | bullish high |
| Balrampur Chini Mills | ₹1,542 Cr | — | — | neutral medium |
| Castrol India | ₹1,497 Cr | +7% | 23.3% | bullish high |
| Entero Healthcare Solutions | ₹1,404 Cr | +28% | 4.0% | bullish high |
| Black Box | ₹1,387 Cr | -3% | 8.4% | neutral medium |
| Adani Total Gas | ₹1,379 Cr | +21% | 21.0% | bullish medium |
| Astral | ₹1,361 Cr | — | — | neutral medium |
| Ajanta Pharma | ₹1,303 Cr | +14% | 27.0% | bullish high |
| BIRLASOFT | ₹1,285 Cr | — | 12.4% | bearish high |
| Brigade Enterprises | ₹1,281 Cr | +20% | 25.0% | bullish high |
| Century Plyboards (India) | ₹1,169 Cr | +16.3% | 12.5% | bullish high |
| Cochin Shipyard | ₹1,069 Cr | +38.5% | 28.0% | bullish high |
| Cochin Shipyard | ₹1,069 Cr | +38.5% | 28.0% | bullish high |
| CCL Products (India) | ₹1,058 Cr | +37% | — | bullish high |
| AIA Engineering | ₹1,039 Cr | — | 29.0% | neutral medium |
| Akums Drugs and Pharmaceuticals | ₹1,024 Cr | — | — | neutral medium |
| Bata India | ₹942 Cr | -0.3% | 22.9% | neutral medium |
| Deepak Builders & Engineers India | ₹857 Cr | +40% | — | bullish high |
| Digitide Solutions | ₹736 Cr | +6% | 11.2% | neutral medium |
| Eureka Forbes | ₹608 Cr | +9.9% | 10.0% | bullish high |
| Agarwal Industrial Corporation | ₹594 Cr | -16.1% | 6.4% | bearish high |
| DOMS Industries | ₹562 Cr | +26.4% | 17.6% | bullish high |
| Cohance Lifesciences | ₹549 Cr | +13% | — | bullish medium |
| Cello World | ₹529 Cr | +6% | 21.0% | bearish high |
| Carraro India | ₹493 Cr | +4% | 10.0% | bullish high |
| BlueStone Jewellery and Lifestyle | ₹493 Cr | +41% | 16.8% | bullish high |
| Dr. Agarwal's Health Care | ₹487 Cr | +20.8% | — | bullish high |
| Everest Kanto Cylinder | ₹387 Cr | +12.9% | 15.8% | bullish high |
| Aarti Pharmalabs | ₹386 Cr | -30.5% | 24.6% | neutral medium |
| Baazar Style Retail | ₹378 Cr | +37% | 15.0% | bullish high |
| Campus Activewear | ₹343 Cr | +1.4% | 15.9% | neutral medium |
| Apollo Pipes | ₹275 Cr | — | — | bearish high |
| Enviro Infra Engineers | ₹241 Cr | +17.44% | 26.7% | bullish high |
| Astra Microwave Products | ₹200 Cr | +28.1% | 20.0% | bullish high |
| C.E. Info Systems | ₹122 Cr | +19.8% | 46.0% | bullish high |
| Capri Global Capital | — | — | — | bullish high |
| Equitas Small Finance Bank | — | — | — | bearish high |
| State Bank of India | — | — | — | bullish high |
| SBI Life Insurance Company | — | — | — | bullish high |
| AU Small Finance Bank | — | — | — | neutral medium |
| Kotak Mahindra Bank | — | — | — | bearish high |
| Bajaj Housing Finance | — | — | — | neutral high |
| Bandhan Bank | — | — | — | neutral medium |
| Bank of Baroda | — | — | — | neutral medium |
| Canara Bank | — | — | — | bullish high |
Key sector risks this quarter
ABB India · high
Last-minute disruptions in March due to West Asia tensions impacted revenue and profitability, with potential for further lag effects.
ABB India · highRising copper, silver, aluminum prices and rupee depreciation increased material costs by ~3.7%, compressing margins.
Aarti Pharmalabs · highWhile current tariffs exempt pharma, potential changes under Section 232 could impact API exports; management noted contracts are largely FOB but impact unclear.
Apar Industries · highUncertainty around reciprocal tariffs and Section 232 duties on aluminum/steel could affect landed costs and demand for conductors and cables in the US.
Apar Industries · highIf US finalizes lower reciprocal tariffs with countries like Vietnam or Indonesia, India could be at a disadvantage, impacting export competitiveness.