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Several large-cap stocks are likely to remain in focus on Monday after reporting their June quarter earnings on Friday and over the weekend. Banking stocks are expected to lead market activity after several public and private sector lenders announced their results on Saturday.
Investors will assess revenue, profit, margins, asset quality, provisions and management commentary to gauge business performance and the outlook for the rest of FY27.
Here are 10 stocks expected to remain on investors' radar after their June quarter results.
Reliance Industries (Q1, Consolidated, QoQ)
- Revenue to Rs 3.09 lakh crore versus Bloomberg estimate of Rs 3.01 lakh crore.
- Ebitda to Rs 47,517 crore versus Bloomberg estimate of Rs 46,367 crore.
- Margin at 15.4% versus Bloomberg estimate of 15.4%.
- Net profit to Rs 20,946 crore versus Bloomberg estimate of Rs 20,451 crore.
- Net profit up 23.4% to Rs 20,946 crore versus Rs 16,971 crore. (QoQ)
- Revenue up 5.2% to Rs 3.09 lakh crore versus Rs 2.94 lakh crore. (QoQ)
- Reliance Jio ARPU at Rs 215.60.
- Reliance Jio subscribers at 53.3 crore.
HDFC Bank (Q1, Standalone YoY)
- Net interest income up 7% to Rs 33,534 crore versus Rs 31,438 crore.
- Other income down 41% to Rs 12,822 crore versus Rs 21,730 crore.
- Operating profit down 21% to Rs 28,168 crore versus Rs 35,734 crore.
- Provisions up 17.2% to Rs 3,060 crore versus Rs 2,610 crore.
- Net profit up 5% to Rs 19,060 crore versus Rs 18,155 crore.
- Gross NPA at 1.17% versus 1.15%. (Up 2 bps QoQ)
- Net NPA at 0.41% versus 0.38%. (Up 3 bps QoQ)
- Net interest margin down 12 bps at 3.26% versus 3.38%.
- Credit cost up 5 bps at 0.4% versus 0.35%.
- Yield on advances down 10 bps at 7.7% versus 7.8%.
- Cost of funds flat at 4.4%.
ICICI Bank (Q1, Standalone YoY)
- Net interest income up 13% to Rs 24,385 crore versus Rs 21,635 crore.
- Net profit up 16% to Rs 14,804 crore versus Rs 12,768 crore.
- Gross NPA at 1.38% versus 1.40%.
- Net NPA at 0.35% versus 0.33%.
- Provisions down to Rs 1,260.5 crore versus Rs 1,814.6 crore.
- Provisions at Rs 1,260.5 crore versus Rs 96.2 crore. (QoQ)
- Return on assets at 2.49% versus 2.40%.
- Net interest margin at 4.36% versus 4.32%.
- Treasury gain of Rs 151 crore versus loss of Rs 106 crore.
- Loan growth at 19.6% YoY and 5% QoQ.
Yes Bank (Q1, Standalone YoY)
- Net interest income up 17% to Rs 2,786 crore versus Rs 2,372 crore. (Up 6% QoQ)
- Other income up 3% to Rs 1,798 crore versus Rs 1,752 crore. (Up 4% QoQ)
- Operating expenses up 4% to Rs 2,880 crore versus Rs 2,766 crore. (Up 5% QoQ)
- Operating profit up 25% to Rs 1,704 crore versus Rs 1,358 crore. (Up 5% QoQ)
- Provisions up 39% to Rs 394 crore versus Rs 284 crore.
- Provisions up 110% to Rs 394 crore versus Rs 188 crore. (QoQ)
- Net profit up 34% to Rs 1,071 crore versus Rs 801 crore. (Flat QoQ)
- Gross NPA flat at 1.3%.
- Net NPA flat at 0.2%.
- Return on assets down 10 bps at 0.9% versus 1.0%.
- Net interest margin flat at 2.7%.
Axis Bank (Q1, Standalone YoY)
- Net interest income up 8% to Rs 14,646 crore versus Rs 13,560 crore. (Up 1% QoQ)
- Pre-provision operating profit up 1% to Rs 11,659 crore versus Rs 11,515 crore. (Up 16% QoQ)
- Provisions down 44% to Rs 2,223 crore versus Rs 3,948 crore.
- Provisions down 37% to Rs 2,223 crore versus Rs 3,522 crore. (QoQ)
- Net profit up 23% to Rs 7,114 crore versus Rs 5,806 crore. (Up 1% QoQ)
- Gross NPA at 1.28% versus 1.23%. (Up 5 bps QoQ)
- Net NPA at 0.39% versus 0.37%. (Up 2 bps QoQ)
- Net interest margin down 16 bps at 3.46% versus 3.62%.
- Gross slippage ratio at 1.79% versus 1.63%. (Up 16 bps QoQ)
Punjab National Bank (Q1, Standalone YoY)
- Net interest income up 2% to Rs 10,798 crore versus Rs 10,578 crore. (Up 4% QoQ)
- Operating profit up 6% to Rs 7,519 crore versus Rs 7,081 crore. (Flat QoQ)
- Provisions up 100% to Rs 792 crore versus Rs 396 crore. (Down 13% QoQ)
- Net profit up 214% to Rs 5,253 crore versus Rs 1,675 crore. (Up 1% QoQ)
- Gross NPA at 2.78% versus 2.95%. (Down 17 bps QoQ)
- Net NPA at 0.28% versus 0.29%. (Down 1 bp QoQ)
- Net interest margin up 3 bps at 2.50%.
- Operating expenses down 13% to Rs 7,613 crore.
Kotak Mahindra Bank (Q1, Standalone YoY)
- Net interest income up 9% to Rs 7,928 crore versus Rs 7,259 crore. (Up 1% QoQ)
- Operating profit up 10% to Rs 6,131 crore versus Rs 5,564 crore. (Up 5% QoQ)
- Provisions down 45% to Rs 668 crore versus Rs 1,208 crore. (Up 29% QoQ)
- Net profit up 26% to Rs 4,123 crore versus Rs 3,282 crore. (Up 2% QoQ)
- Gross NPA at 1.18% versus 1.20%. (Down 2 bps QoQ)
- Net NPA at 0.27% versus 0.25%. (Up 2 bps QoQ)
- Fresh slippages at Rs 1,321 crore versus Rs 1,018 crore QoQ and Rs 1,812 crore YoY.
- Net interest margin down 14 bps at 4.53% versus 4.67%. (Versus 4.65% YoY)
IDBI Bank (Q1, Standalone YoY)
- Interest income up 7.4% to Rs 7,541 crore versus Rs 7,021 crore.
- Net interest income up 10.1% to Rs 3,486 crore versus Rs 3,166 crore.
- Operating profit down 7.9% to Rs 2,168 crore versus Rs 2,354 crore.
- Net profit up 5.4% to Rs 2,115 crore versus Rs 2,007 crore.
- Gross NPA at 2.30% versus 2.32%. (Down 2 bps QoQ)
- Net NPA at 0.16% versus 0.15%. (Up 1 bp QoQ)
- Net interest margin down 54 bps at 3.61% versus 4.15%.
- CASA ratio at 43.64% versus 44.59%.
RBL Bank (Q1, Standalone YoY)
- Net interest income up 12% to Rs 1,654 crore versus Rs 1,481 crore.
- Operating profit up 31.3% to Rs 923 crore versus Rs 703 crore.
- Provisions at Rs 599 crore versus Rs 442 crore.
- Provisions at Rs 599 crore versus Rs 678 crore. (QoQ)
- Net profit up 26.6% to Rs 254 crore versus Rs 200 crore.
- Gross NPA at 1.30% versus 1.45%.
- Net NPA at 0.37% versus 0.39%.
- Net interest margin down to 4.13% versus 4.41%.
- Approved fundraising of up to Rs 10,000 crore via debt.
- Approved increase in borrowing limits to Rs 40,000 crore.
- Proposed appointment of Emirates NBD officials to the board following the acquisition.
Tata Technologies (Q1, Consolidated QoQ)
- Revenue up 5.9% to Rs 1,665 crore versus Rs 1,572 crore.
- EBIT up 7.5% to Rs 221 crore versus Rs 205 crore.
- EBIT margin at 13.25% versus 13.06%.
- Net profit down 11.5% to Rs 181 crore versus Rs 204 crore.
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