Stocks To Watch Today: HDFC Life, HDB Financial, ICICI Lombard, MTNL, Yes Bank, Jupiter Wagons

HDFC Life Insurance Q1 FY26 (Standalone, YoY)

• Net premium income up 15% at Rs 14,466 crore vs Rs 12,509 crore.

• Annualised premium equivalent grew 12.5% to Rs 3,225 crore versus Rs 2,866 crore (NDTV Profit estimate: Rs 3,200 crore)

• Value of new business advanced by 12.7% to Rs 809 crore versus 718 crore (NDTV Profit estimate: Rs 800 crore)

• VNB margins came in at 25.1% (NDTV Profit estimate: 25%)

• Net profit up 14% at Rs 546 crore versus Rs 478 crore.

 HDB Financial Services Q1 FY26 Highlights (YoY)

• Net interest income at Rs 2092 crore versus Rs 1769 crore YoY, up 18% YoY, up 6% QoQ

• Operating profit at Rs 1388 crore versus Rs 1179 crore YoY, up 18% YoY, up 5% QoQ

• Provisions at Rs 670 crore versus Rs 412 crore YoY, up 63% YoY, up 6% QoQ

• PAT at Rs 568 crore versus Rs 582 crore YoY, down 2% YoY, up 7% QoQ

•  ROA at 1.9% vs 2%, down 10bps QoQ

• Gross NPA ratio at 2.56% vs 2.26%, up 30bps QoQ

• Net NPA ratio at 1.11% vs 0.99%, up 12bps QoQ

• NIM at 7.7% vs 7.6%, up 10bps QoQ

• Credit cost at 2.5% vs 2.4%, up 10bps QoQ

• Cost to income at 42.7% vs 42.9%, down 20bps QoQ

• Yield on advances at 14.2% vs 13.9%, up 30bps QoQ

• Cost of funds at 6.4% vs 6.3%, up 10bps QoQ

ICICI Lombard Q1 FY26 Highlights (YoY)

• Net Profit rises 28.7% to Rs 747 crore versus Rs 580 crore.

• Total Income rises 13.7% to Rs 6,083 crore versus 5,352 crore.

• Combined ratio at 102.9% vs 102.3% (YoY), and 102.8% (QoQ)

• GDPI flat at Rs 7735 crore vs Rs 7688 crore.

Just Dial Q1 FY26 (Consolidated, YoY)

• Revenue up 6.42% at Rs 298 crore versus Rs 280 crore.

• Ebitda up 7.66% at Rs 87.1 crore versus Rs 80.9 crore.

• Ebitda margin up 33 bps at 29.22% versus 28.89%.

• Net profit up 13.47% at Rs 160 crore versus Rs 141 crore.

Geojit Financial Services Ltd. Consolidated (QoQ)

• Revenue down 13.33% at Rs 153.15 crore versus Rs 176.69 crore.

• Net profit down 11.63% at Rs 27.29 crore versus Rs 30.89 crore.