Diversified Sector — Q1 FY26 Earnings Overview
11 companies reported. 7 bullish, 4 neutral, 0 bearish.
Company Results
| Company | Revenue | YoY | Margin | Sentiment |
|---|---|---|---|---|
| Bharat Petroleum Corporation | ₹12,29,578 Cr | — | — | neutral medium |
| Infy | ₹42,279 Cr | +3.8% | 20.8% | bullish high |
| Grasim | ₹40,118 Cr | +16% | — | bullish medium |
| Maruti | ₹36,620 Cr | +8.1% | — | neutral medium |
| Bajajfinsv | ₹35,439 Cr | +13% | 40.0% | bullish high |
| TATA CONSUMER PRODUCTS | ₹4,779 Cr | +10% | — | neutral medium |
| Ongc | — | — | — | neutral medium |
| Mahindra & Mahindra | — | +22% | — | bullish high |
| Sbin | — | — | — | bullish high |
| Divislab | — | — | — | bullish medium |
| SBI Life Insurance Company | — | — | — | bullish high |
Key sector risks this quarter
KG Basin production ramp-up delayed from Q2 to Q4 FY26 due to unavailability of living quarter vessel and monsoon. Further delays could impact FY26 production targets.
Ongc · highCrude oil realization fell 20% YoY to INR 66.13/bbl. If prices remain low, standalone profitability could be further impacted.
Bharat Petroleum Corporation · highIf crude prices remain below $70/bbl, there is risk of government-mandated retail price cuts, compressing marketing margins.
Mahindra & Mahindra · highSteel prices have risen 6% QoQ, and while hedges mitigated Q1 impact, continued inflation could pressure margins in future quarters.
Grasim · highHardening feedstock prices (BPA, ECH) and duty-free imports from Korea via FTA are squeezing epoxy margins; management is balancing market share and margins.