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Informist, Thursday, Jul. 9, 2026

 

By Simran Rede

 

MUMBAI – Nifty 200 companies are expected to post an on-year fall in bottom line for the June quarter despite a double-digit rise in the top line. The rise in crude oil prices during the quarter is expected to weigh on the earnings of downstream oil companies, which will pull down the overall aggregate net profit of Nifty 200 companies. However, this fall in the net profit is likely to be limited by steady earnings of banks. Financial services and oil and gas are the top two sectors in terms of weightage in the Nifty 200 index, and together account for 41% of the index. 

 

The 182 Nifty 200 companies for which earnings estimates are available, are expected to post a 7?cline in net profit for the June quarter, according to an Informist poll of 13 brokerage firms. These companies are expected to report 18% growth in sales during the quarter. Nifty 50 companies, on the other hand, are expected to post 10% growth in net profit on the back of an 18% rise in sales during the latest quarter.  

 

On a sequential basis, the aggregate net profit of the 182 Nifty 200 companies is expected to see a sharper 22?cline in the June quarter, while net sales are likely to see a mere 3% on-quarter rise. The net profit and revenue growth of Nifty 50 companies is expected to be flat on quarter. 

 

The primary reason for the poor growth in net profit the June quarter is the impact of the war in West Asia. For the major part of the quarter, crude oil prices were above the $100-per-barrel mark, a level last seen in August 2022. Analysts expect this to pull down the June quarter earnings.

 

Oil companies are expected to underperform sharply as the spike in crude oil prices and depreciation of the rupee are likely to hit the retail margins of fuel companies, Nuvama Institutional Equities said in its earnings preview. The brokerage expects the earnings before interest, tax, depreciation, and amortisation of oil marketing companies to turn negative for the June quarter on weak sales due to the West Asia war. 

 

SECTORAL LAGGARDS, OUTPERFORMERS

Banks and metal and mining companies are expected to post strong earnings growth for the June quarter and outperform most sectors in terms of profit growth. On the other hand, three major oil marketing companies are expected to put up the worst show in terms of profit during the quarter. 

 

Indian Oil Corp., Hindustan Petroleum Corp., and Bharat Petroleum Corp. are all expected to post record losses. Oil marketing companies are said to have incurred large losses during the quarter due to the spike in crude oil prices after the war in West Asia broke out. The imposition of windfall levies on petrol, diesel, and aviation turbine fuel is expected to cap the earnings upside for standalone refiners, according to Emkay Global Financial Services.

 

Upstream companies are expected to report a 27% on-year rise in net profit for the quarter, supported by a 28% increase in sales. The companies are expected to benefit from higher oil prices, resulting in higher crude realisations, and a weaker rupee, brokerages said. ONGC's and Oil India's crude realisations could jump around 30% on a sequential basis to $92–$94 per barrel, according to analysts. The EBITDA of both these companies is likely to more than double on quarter, driven by higher realisations and lower operating expenses, according to brokerages.

 

Of the 21 sectors in the Nifty 200, companies in five sectors – automobile and auto ancillary, airports and aviation, pharma and healthcare, cement, and power – are likely to post an on-year fall in net profit for the June quarter, despite an expectation of a double-digit rise in sales.

 

The 15 automobile and auto ancillary companies are expected to report a 4% on-year decline in their net profit but the revenue is seen rising 17% on year. There is no impact on the growth in total net profit and revenue of 182 Nifty 200 companies if these auto companies are excluded.

 

Two airports and aviation companies – GMR Airports and InterGlobe Aviation – are seen reporting a 19% drop in bottom line, while their revenue is seen rising 20% on year. The overall profit and revenue growth of these companies is not likely to affect the growth expected for 182 Nifty 200 companies if airports and aviation companies are excluded.

 

The net profit of 16 pharma and healthcare companies is projected to fall 4% on year with the revenue seen rising 14%. The 10 power companies' net profit growth is likely to be flat on year with a 13% rise in revenue. Even if these companies are excluded, the overall estimated growth in net profit and revenue of the 182 Nifty 200 companies remains unchanged. 

 

Of the 182 Nifty 200 companies, 16 banks are expected to report 7% on-year growth in net profit for the quarter. Lenders are likely to see a quarter of steady earnings with only possible negative surprises from net interest margin contraction, Kotak Securities said in a report after analysing provisional business updates by banks. The brokerage believes asset quality is holding up well across banks and products, with no noticeable impact from the West Asia war.

 

Other brokerages concurred. "Not only has the impact from repo rate cuts played, the impact from MCLR (marginal cost of funds-based lending rate) reduction has also largely played out, with residual impact being offset by term deposit churn," YES Securities said in a report.

 

If banks are excluded, the aggregate bottom line of the 182 index companies is expected to fall 12% on year, worse than the 7?ll expected if banks are included. The aggregate top line of these index companies is expected to rise 19% on year if banks are excluded, which is slightly better than the 18% rise including banks. "We expect asset quality to stay broadly stable in 1QFY27F (Apr-Jun), with slippages and credit costs lower y-y (on-year) as unsecured retail and MFI (microfinance institutions) stress continues to normalize," brokerage Nomura said in a report. 

 

With the demand environment remaining broadly unchanged and amid fears of artificial intelligence tools hurting growth prospects of information technology companies, the June quarter earnings of IT companies are likely to be subdued. The 11 IT companies in the 182 index group are likely to report a 3?ll in net profit and 3% growth in revenue for the June quarter. In the March quarter, these companies' net profit had fallen marginally on quarter and revenues had risen 3.6% sequentially. Without these companies, the net profit of the 182 Nifty 200 companies for the latest quarter is expected to fall 24% on quarter, compared to 22% including IT companies. The overall revenue growth is likely to remain unchanged at 3% sequentially even if IT companies are excluded from the analysis. 

 

An expectation of 22% growth in the net profit of 25 financial services companies is likely to limit the fall in net profit of these 182 companies. Excluding these 25 companies, the net profit of these 182 companies is seen falling 10% on year, sharper than the 7?ll including the financial services companies.

 

Nine metal and mining sector companies are expected to post a 38% increase in their net profit for the June quarter on year on a 12% rise in revenue. Of these, four steel companies are expected to lead the earnings for this sector. Higher prices of flat products and an average sequential increase in steel realisation, driven by price hikes over the last two quarters, are likely to aid the earnings of steel companies, according to Kotak Securities.  

 

Following are the Apr-Jun consensus earnings estimates of companies that constitute the National Stock Exchange's Nifty 200 index. These estimates are based on reports compiled by Informist Media from 21 brokerage houses.

 

Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
AIRPORTS & AVIATION
GMR Airports +	41,928	3,055	30.81	N.A.	6.47	(1.06)	16,656	--	3
Interglobe Aviation	242,392	12,336	18.26	(42.92)	8.03	N.A.	45,977	--	8
Total	284,320	15,391	19.96	(19.15)	7.79	N.A.
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
AUTO & AUTO-ANCILLARY
Ashok Leyland	97,289	5,957	11.51	0.34	(31.30)	(57.59)	9,556	--	10
Bajaj Auto	170,190	28,026	35.24	33.71	6.33	3.47	34,352	Jul. 21	11
Bharat Forge	29,014	3,743	37.85	10.56	28.36	(0.25)	6,790	--	4
Bosch	53,153	5,327	11.00	(4.77)	(4.50)	(6.30)	6,485	Aug. 10	1
Eicher Motors +	63,799	13,873	26.54	15.11	4.93	(8.73)	15,260	--	9
Exide Industries	50,077	3,332	11.04	3.97	10.03	6.64	5,779	Jul. 30	7
Hero MotoCorp	124,275	12,568	29.74	11.65	(2.88)	(10.30)	16,249	--	10
Hyundai Motor India +	161,466	8,241	(1.62)	(39.81)	(14.64)	(34.37)	14,667	--	7
M&M	413,992	35,663	21.25	3.37	4.54	(4.58)	52,514	Jul. 30	9
Maruti Suzuki	524,544	32,182	36.55	(13.29)	0.01	(10.37)	50,941	--	11
MRF	85,298	4,529	12.82	(6.46)	7.86	(31.91)	10,069	--	4
Samvardhana Motherson International +	345,172	9,653	14.25	48.88	0.61	(42.94)	29,722	--	6
Tata Motors CV	190,384	11,192	21.40	(21.24)	(22.14)	(48.80)	19,136	--	6
Tata Motors PV +	926,443	12,909	5.67	(49.67)	(12.14)	(77.25)	63,430	--	6
TVS Motor Co	135,810	10,214	34.72	31.18	6.04	2.37	16,645	--	11
Total	3,370,905	197,408	17.24	(4.48)	(5.66)	(29.72)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
BANK
AU Small Finance Bank*	26,799	8,119	31.07	39.77	3.78	(2.41)	N.A.	--	8
AXIS Bank*	148,175	69,278	9.28	19.32	2.49	(2.03)	N.A.	Jul. 18	13
Bank of Baroda*	125,285	36,120	9.56	(20.47)	0.28	(35.68)	N.A.	Jul. 24	10
Bank of India*	69,138	6,311	13.94	(71.98)	2.73	(79.07)	N.A.	--	1
Canara Bank*	100,551	41,336	11.61	(13.01)	2.52	(8.25)	N.A.	--	5
Federal Bank*	28,729	11,706	22.94	35.83	(9.45)	(7.03)	N.A.	--	12
HDFC Bank*	342,452	191,829	8.93	5.66	3.52	(0.20)	N.A.	Jul. 18	13
ICICI Bank*	236,984	140,660	9.54	10.16	3.13	2.66	N.A.	Jul. 18	13
IDFC First Bank*	58,545	6,551	18.68	41.61	3.12	105.39	N.A.	Jul. 25	5
Indian Bank*	72,817	32,652	14.51	9.83	2.42	5.22	N.A.	Jul. 10	7
IndusInd Bank*	44,389	6,674	(4.33)	(2.47)	1.54	25.28	N.A.	Jul. 22	10
Kotak Mahindra*	80,036	39,426	10.25	20.14	1.63	(2.09)	N.A.	Jul. 18	10
Punjab National Bank*	106,825	47,406	0.99	183.02	2.91	(9.27)	N.A.	--	5
SBI*	456,348	193,365	11.11	0.92	2.83	(1.76)	N.A.	--	12
Union Bank of India*	96,901	45,726	6.34	11.11	3.02	(13.98)	N.A.	--	6
YES Bank*	27,570	10,287	16.26	28.42	4.52	(3.72)	N.A.	Jul. 18	5
Total	2,021,545	887,444	9.96	7.09	2.54	(6.09)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
CAPITAL GOODS
ABB India	33,184	3,721	4.50	5.68	4.22	8.82	4,387	Jul. 31	7
APL Apollo Tubes +	51,739	2,676	0.08	12.84	(17.47)	(24.48)	4,122	--	6
Astral +	15,923	1,176	16.97	44.94	(23.76)	(46.35)	2,328	--	8
BHEL	70,806	1,687	29.05	N.A.	(42.48)	(86.85)	2,713	--	3
CG Power and Industrial Solutions +	35,484	3,467	23.29	28.77	3.10	(4.63)	4,713	--	4
Container Corp.	21,962	2,827	2.17	9.68	(2.69)	9.46	4,440	Jul. 24	4
Cummins India	31,830	6,055	9.50	2.40	5.71	(1.99)	6,642	Aug. 5	8
GE Vernova T&D India	17,603	3,419	32.34	17.41	7.53	(1.20)	4,510	--	4
L&T +	680,120	38,147	6.80	5.46	(17.82)	(27.44)	64,186	--	7
Polycab India +	77,861	7,018	31.83	18.53	(12.17)	(9.18)	10,517	Jul. 16	7
Premier Energies +	24,931	4,577	36.93	48.69	11.78	0.18	6,849	--	8
Rail Vikas Nigam	42,996	2,425	9.54	89.68	(35.33)	14.24	1,720	--	1
Siemens +	46,423	3,886	6.80	(8.11)	0.54	9.49	4,826	--	8
Siemens Energy India	22,311	3,506	25.02	33.46	(6.81)	(6.41)	4,596	--	1
Supreme Industries +	29,816	2,272	14.27	12.31	(15.48)	(47.48)	4,019	--	8
Tube Investments of India	22,257	1,652	10.92	(1.72)	(2.32)	(43.28)	2,469	--	1
Waaree Energies +	81,178	9,810	83.42	31.64	(4.27)	(7.55)	14,958	--	9
Total	1,306,424	98,320	13.64	21.82	(16.26)	(24.35)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
CEMENT
Ambuja Cements +	103,073	4,284	0.18	(46.12)	(5.57)	(77.98)	15,176	Jul. 28	8
Shree Cement	54,637	4,501	10.42	(27.23)	(3.18)	(15.40)	11,225	Jul. 31	9
UltraTech Cement +	240,552	25,598	13.07	13.05	(6.76)	(14.50)	49,164	Jul. 20	8
Total	398,262	34,383	9.08	(6.52)	(5.98)	(37.15)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
CHEMICAL
Asian Paints +	101,951	12,744	14.06	15.88	10.26	8.73	18,813	Jul. 29	9
Coromandel International +	82,632	4,564	17.34	(9.64)	37.64	116.80	7,857	--	2
Grasim Industries	124,710	1,001	35.21	N.A.	5.92	N.A.	8,311	--	2
PI Industries +	17,230	2,816	(9.34)	(29.61)	10.08	39.25	4,032	--	6
Pidilite Industries +	44,487	7,805	18.53	16.08	24.15	32.91	10,919	Aug. 4	6
SRF +	43,384	5,291	13.61	22.37	(6.00)	(10.89)	9,591	--	8
UPL +	99,567	(562)	8.04	N.A.	(45.70)	N.A.	14,662	--	2
Total	513,960	33,658	17.10	15.57	(6.76)	(10.51)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
DURABLES
Blue Star +	35,484	1,486	18.98	22.83	(12.86)	(29.09)	2,471	Aug. 6	5
Dixon Technologies (India) +	145,868	2,342	13.64	4.10	38.78	(8.67)	4,843	--	7
Havells India	65,091	3,965	19.70	12.52	(2.67)	(46.00)	6,031	Jul. 17	8
Hitachi Energy India	23,069	2,937	55.99	123.18	(16.24)	(11.12)	3,625	--	4
KEI Industries	32,069	2,451	23.80	25.23	(7.75)	(13.78)	3,435	--	6
LG Electronics India	71,399	6,163	14.00	20.07	(11.34)	(11.04)	8,465	--	8
Lenskart Solutions +	26,402	1,738	39.37	146.61	4.95	(13.23)	5,511	--	5
Voltas +	50,490	2,060	28.19	46.64	3.30	77.29	2,892	--	8
Total	449,871	23,141	20.22	32.25	4.72	(18.06)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
DEFENCE
Bharat Dynamics	3,987	550	60.81	199.59	(16.97)	(52.50)	106	--	4
Bharat Electronics	50,227	10,243	13.72	5.69	(50.65)	(53.59)	13,471	--	8
Cochin Shipyard	8,500	1,235	(13.04)	(34.26)	(29.96)	(42.93)	1,450	--	1
Hindustan Aeronautics	65,363	18,395	35.63	33.57	(53.12)	(56.04)	20,013	--	7
Mazagon Dock Shipbuilders +	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	--	--
Solar Industries India +	28,931	5,031	34.28	48.55	(5.23)	(8.13)	7,439	--	4
Total	157,007	35,454	24.45	22.63	(45.61)	(51.24)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
FINANCE
360 ONE WAM +	8,231	3,232	(9.70)	13.55	(26.21)	11.95	N.A.	--	3
Aditya Birla Capital *+	21,578	8,739	5.83	4.65	(10.67)	(21.66)	N.A.	--	4
Bajaj Finance *+	127,643	58,525	24.81	24.53	8.35	7.10	N.A.	Jul. 30	8
Bajaj Finserv + @	391,000	28,000	10.29	0.39	1.54	10.29	N.A.	Jul. 31	1
Bajaj Holdings & Investment *+	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	Jul. 31	--
Billionbrains Garage Ventures +	15,009	6,638	65.95	75.44	(0.30)	(3.08)	N.A.	Jul. 15	3
BSE +	15,958	8,515	66.59	61.43	2.07	8.25	N.A.	--	3
Cholamandalam Investment and Finance *	42,378	15,314	33.10	34.81	9.92	(6.66)	N.A.	Jul. 28	10
HDFC Asset Management Co.	10,933	7,726	12.97	3.29	4.07	23.95	N.A.	Jul. 15	8
HDFC Life Insurance Co. >	167,115	5,860	12.35	7.24	(36.75)	18.23	N.A.	Jul. 15	2
Housing & Urban Development Corp. *	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	--	--
ICICI Lombard General Insurance Co. #	55,755	7,761	8.56	3.88	(3.71)	41.47	N.A.	Jul. 17	4
ICICI Prudential Asset Management Co.	15,111	9,045	N.A.	N.A.	(0.39)	18.47	N.A.	Jul. 13	5
Indian Railway Finance Corp. *	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	--	--
Indian Renewable Energy Development Agency *	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	--	--
Jio Financial Services *+	3,961	3,345	50.00	12.97	15.01	21.33	N.A.	--	1
L&T Finance *+	27,762	8,652	21.83	23.41	3.71	7.26	N.A.	Jul. 10	8
LIC Housing Finance*	22,176	14,847	7.35	9.18	(0.19)	(0.85)	N.A.	--	5
M&M Financial Services*	25,095	7,831	24.72	47.89	4.94	(10.30)	N.A.	Jul. 21	11
Max Financial Services *+	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	Aug. 13	--
Motilal Oswal Financial Services *+	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	--	--
Multi Commodity Exchange of India (MCX) +	7,164	4,305	91.96	111.87	(19.41)	(18.74)	N.A.	--	1
Muthoot Finance *	54,742	31,751	57.61	55.16	5.41	3.21	N.A.	--	5
One 97 Communications +	23,819	2,056	24.18	46.82	5.21	26.11	N.A.	--	4
PB Fintech +	17,967	1,352	33.28	59.83	(12.84)	(48.22)	N.A.	--	2
Power Finance Corp.*	56,932	47,539	4.10	5.61	3.09	(24.84)	N.A.	--	2
REC*	50,463	40,573	(9.36)	(8.85)	(2.39)	20.67	N.A.	--	2
SBI Cards and Payment Services *	16,806	6,252	0.01	12.45	0.74	2.60	N.A.	--	4
SBI Life Insurance Co. >	200,128	7,270	12.34	22.31	(28.37)	(9.66)	N.A.	--	2
Shriram Finance*	72,001	30,471	24.73	41.35	6.65	1.11	N.A.	--	8
Tata Capital +	36,018	15,120	25.67	52.75	3.58	0.67	N.A.	--	5
Tata Investment Corp.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	--	--
Total	1,485,740	380,716	16.48	21.63	(9.46)	0.06
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
FMCG
Britannia Industries +	49,835	6,003	7.82	15.29	5.61	(11.50)	8,611	--	10
Colgate Palmolive	15,628	3,399	8.98	6.00	(2.04)	(8.12)	4,758	--	10
Dabur India +	37,837	5,770	11.14	12.28	24.55	56.54	7,443	Jul. 29	11
Godfrey Phillips India	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	--	--
Godrej Consumer +	42,158	5,331	15.13	12.94	8.08	(2.26)	7,938	Aug. 7	8
Hindustan Unilever	171,855	27,677	7.87	(3.19)	9.23	1.98	39,429	Jul. 28	10
ITC	186,233	42,804	(5.70)	(13.98)	16.03	(16.26)	53,932	--	10
Marico +	39,431	5,931	20.99	17.68	18.31	51.69	7,749	Aug. 4	10
Nestle India	60,213	7,554	18.15	14.59	(10.77)	(34.33)	13,347	Jul. 22	10
Patanjali Foods	100,737	2,514	14.92	39.36	(9.70)	(63.71)	3,929	--	1
Radico Khaitan	16,967	1,963	12.66	39.88	12.83	12.07	3,110	--	5
Tata Consumer Products +	53,242	4,048	11.41	21.14	(2.01)	(3.90)	7,189	--	6
United Spirits	26,671	2,972	4.63	10.48	(12.44)	(51.36)	4,245	--	7
Varun Beverages +	85,350	15,797	21.63	19.94	29.83	81.08	21,318	--	8
Total	886,158	131,763	8.36	0.84	6.98	(6.56)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
IT
Coforge +	52,154	5,441	41.39	59.01	17.19	(18.29)	10,733	Jul. 27	13
HCL Tech +	343,550	44,539	13.20	15.90	1.10	(0.76)	68,978	Jul. 13	15
Infosys +	484,080	78,636	14.50	13.62	4.32	(7.50)	116,478	Jul. 23	15
KPIT Technologies +	16,963	1,651	10.24	(3.98)	(0.86)	1.28	3,165	--	8
LTM +	115,618	14,481	17.49	15.47	2.39	8.87	20,137	Jul. 11	15
Mphasis +	44,188	5,320	18.39	20.44	4.15	4.39	8,535	Jul. 23	12
Oracle Financial Services Software +	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	--	--
Persistent Systems +	42,386	5,481	27.15	28.99	4.50	(11.35)	8,042	--	12
Tata Elxsi	10,196	2,007	14.29	39.00	2.60	(8.93)	2,443	Jul. 14	6
TCS +	718,053	134,026	13.19	5.04	1.57	(2.30)	184,498	Jul. 9	15
Tech Mahindra +	154,478	15,827	15.70	38.76	2.47	16.91	26,762	Jul. 16	15
Wipro +	248,163	34,332	12.12	3.09	2.39	(1.96)	48,363	Jul. 16	15
Total	2,229,829	341,741	14.60	11.05	2.69	(2.55)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
JEWELLERY
Kalyan Jewellers India+	102,739	3,900	41.35	47.66	(0.01)	6.65	6,826	--	2
Titan Co.	202,835	13,058	39.27	26.78	(15.25)	21.47	21,338	--	7
Total	305,574	16,958	39.96	31.04	(10.67)	17.71
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
METAL & MINING
Hindalco Industries +	904,080	56,992	40.75	42.34	15.71	(16.42)	110,353	Aug. 7	9
Hindustan Zinc	128,168	50,519	65.96	129.21	(4.98)	1.10	76,552	--	5
Jindal Steel +	138,837	10,008	12.93	(33.01)	(14.39)	(46.24)	24,753	Jul. 24	10
JSW Steel +	445,953	32,586	3.36	49.20	(12.87)	N.A.	83,365	Jul. 17	11
National Aluminium Co.	52,980	19,259	39.17	81.03	5.69	12.12	26,263	--	6
NMDC	75,045	19,670	13.12	(0.09)	(32.83)	(2.64)	25,423	--	8
Steel Authority of India	274,455	16,250	5.88	137.06	(10.93)	(19.12)	39,888	--	10
Tata Steel +	592,136	22,746	11.35	2.93	(6.41)	(30.35)	92,262	--	12
Vedanta +	235,674	33,967	(37.69)	6.65	(4.23)	112.83	81,379	--	4
Total	2,847,327	261,996	11.76	37.90	(3.12)	15.07
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
OIL & GAS
Adani Total Gas+	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	Jul. 21	--
BPCL	1,371,578	(116,512)	21.90	N.A.	15.60	N.A.	(131,074)	--	12
GAIL	370,438	16,345	6.54	(13.35)	6.53	29.50	27,922	--	13
Hindustan Petroleum	1,330,491	(126,570)	20.12	N.A.	15.85	N.A.	(140,549)	--	11
Indian Oil Corp.	2,443,552	(176,326)	26.63	N.A.	17.54	N.A.	(171,766)	--	12
Oil India	76,845	22,396	53.31	175.31	28.92	25.15	36,183	--	9
ONGC	449,378	141,011	40.42	75.73	25.08	112.05	269,972	--	11
Reliance Ind +	3,138,408	187,096	28.82	3.54	6.73	10.24	457,390	--	11
Total	9,180,690	(52,561)	25.48	N.A.	13.05	N.A.
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
PHARMA, HEALTHCARE
Alkem Laboratories +	37,618	5,419	11.59	(16.80)	4.40	43.02	7,634	--	5
Apollo Hospitals +	68,810	5,583	17.78	28.99	4.17	5.47	10,417	--	7
Aurobindo Pharma +	90,489	9,888	15.01	19.89	2.21	7.33	18,567	--	6
Biocon +	44,971	1,794	14.08	269.18	(0.43)	(13.03)	9,589	--	5
Cipla +	70,708	8,510	1.63	(34.42)	8.10	53.44	13,105	Jul. 23	8
Divi's Laboratories	27,500	6,447	16.67	15.74	(1.54)	(14.73)	8,729	--	8
Dr. Reddy's Lab +	82,046	7,645	(4.29)	(46.09)	8.72	246.09	14,048	Jul. 22	9
Fortis Healthcare +	25,226	2,855	16.42	15.28	6.68	2.57	5,662	--	6
Glenmark Pharmaceuticals +	38,353	5,028	17.49	35.84	1.71	(25.50)	7,635	--	2
Lupin +	77,082	12,806	22.97	5.05	3.12	(19.54)	20,828	--	9
Laurus Labs +	18,288	2,614	16.52	60.32	0.95	(7.80)	5,066	--	2
Mankind Pharma +	39,893	5,811	11.74	32.57	15.87	0.61	10,305	--	5
Max Healthcare Institute +	27,504	4,103	35.65	33.24	28.35	19.90	7,043	--	7
Sun Pharma +	154,757	29,969	11.73	(3.22)	5.91	10.42	43,779	--	10
Torrent Pharma +	45,362	5,498	42.74	0.33	8.08	20.84	15,129	--	7
Zydus Lifesciences +	76,380	11,201	16.19	(23.63)	0.67	(32.93)	19,459	--	7
Total	924,988	125,170	13.66	(4.36)	5.28	2.98
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
PORT
Adani Ports and SEZ +	105,015	33,597	15.07	1.36	(2.20)	(0.91)	60,903	Jul. 29	6
Total	105,015	33,597	15.07	1.36	(2.20)	(0.91)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
POWER
Adani Energy Solutions +	80,935	7,681	18.69	49.87	8.74	12.32	26,419	Jul. 21	4
Adani Enterprises +	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	N.A.	--	--
Adani Green Energy +	47,071	9,700	23.87	32.88	34.41	92.08	39,606	Jul. 22	2
Adani Power +	160,854	31,882	14.01	(5.81)	13.09	(20.63)	59,284	Jul. 22	1
Coal India +	423,014	84,008	18.02	(3.92)	(9.01)	(22.50)	118,799	--	9
JSW Energy +	47,525	2,532	(7.60)	(65.92)	5.64	(31.85)	25,146	--	5
NHPC	35,972	9,873	20.82	(7.89)	31.22	(25.63)	21,414	--	3
NTPC	464,002	48,844	8.99	2.30	7.63	(44.16)	124,035	--	6
Power Grid	122,927	38,832	23.82	6.29	23.28	(14.71)	99,653	--	6
Suzlon Energy +	38,390	4,391	22.58	35.40	(30.11)	(57.95)	6,709	--	5
Tata Power +	184,663	11,576	2.39	9.22	23.93	6.58	38,441	--	6
Total	1,605,352	249,320	12.77	(0.26)	5.36	(24.85)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
REAL ESTATE
DLF +	22,609	10,727	(16.78)	40.66	24.63	(13.54)	5,710	--	5
Godrej Properties +	8,346	4,026	92.06	(32.92)	(75.87)	(38.25)	269	--	4
Lodha Developers +	39,646	7,786	13.54	15.41	(15.89)	(22.75)	11,699	--	5
Oberoi Realty +	14,825	6,724	50.12	59.62	(15.28)	(4.39)	9,041	--	6
Phoenix Mills +	11,207	3,327	17.60	38.24	(9.12)	(18.32)	6,558	--	5
Prestige Estates +	29,311	2,511	27.04	(14.15)	(28.05)	0.41	8,832	--	5
Total	125,943	35,102	15.64	17.32	(26.10)	(17.63)
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
RETAIL
Avenue Supermarts	186,751	8,956	17.22	7.94	8.55	23.60	15,087	Jul. 11	9
FSN E-Commerce Ventures +	27,542	835	27.81	258.13	4.00	6.55	2,301	--	6
Page Industries	15,104	2,275	14.73	13.28	20.58	27.27	3,287	--	7
Trent	58,050	4,879	21.41	15.46	17.59	7.29	10,207	--	5
Vishal Mega Mart +	37,631	2,546	19.83	23.52	20.84	51.59	5,511	--	4
Total	325,078	19,491	18.97	15.84	11.50	21.48
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
SERVICES
Eternal +	195,866	3,083	173.29	1,133.09	13.27	77.17	6,696	--	7
Indian Hotels Co. +	22,920	3,813	12.29	28.65	(17.12)	(36.44)	6,678	--	7
Info Edge India	8,226	2,997	11.71	15.43	2.18	2.29	3,470	--	5
IRCTC	12,714	3,512	9.63	6.28	(12.90)	7.37	4,242	--	1
Jubilant Foodworks	19,704	702	15.80	5.27	17.31	30.65	3,348	--	6
Swiggy +	67,928	(7,416)	36.92	N.A.	6.42	N.A.	(5,499)	--	6
Total	327,358	6,691	84.25	N.A.	7.74	3.31
Company name	Sales, INR million	PAT, INR million	Sales Y-o-Y Change %	PAT Y-o-Y Change %	Sales Q-o-Q Change %	PAT Q-o-Q Change %	EBITDA, INR million	Result date	Number of estimates available
TELECOM
Bharti Airtel +	573,195	85,923	15.88	44.46	3.50	(18.06)	326,756	--	8
Indus Tower +	83,303	17,752	3.38	2.21	2.83	(0.99)	45,211	--	6
Tata Communications +	66,342	3,532	11.32	39.80	1.22	45.34	13,235	--	5
Vodafone Idea +	114,573	(54,261)	3.94	N.A.	1.11	N.A.	49,336	--	6
Total	837,413	52,946	12.40	298.32	2.91	(24.37)
Grand Total	28,382,334	2,829,807	18.21	(7.00)	2.71	(22.25)

 

Notes:

+ Consolidated Figure

* Net interest Income

Y-o-Y: Year-on-Year

Q-o-Q: Quarter-on-Quarter

# Net premium income

@ Total income

> Gross premium income

N.A.: Not Available

 

Estimates from:

Ambit Capital Pvt Ltd, Anand Rathi Share and Stock Brokers Ltd, Axis Securities Ltd, Centrum Broking Ltd, Dolat Capital Market Pvt Ltd, Elara Securities (India) Pvt Ltd, Emkay Global Financial Services Ltd, Equirus Securities Pvt Ltd, HDFC Securities Ltd, ICICI Securities Ltd, IDBI Capital Market Services Ltd, JM Financial Institutional Securities Pvt Ltd, Kotak Securities Ltd, Motilal Oswal Financial Services Ltd, Nirmal Bang Equities Pvt Ltd, Nomura Equity Research, Nuvama Wealth Management Ltd, Prabhudas Lilladher Pvt Ltd, SMIFS Ltd, Systematix Shares and Stocks (India) Ltd and YES Securities (India) Ltd.  End

 

US$1 = INR 95.3875

 

Compiled by Mayur Nijap

Edited by Avishek Dutta

 

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