Q1 Result Updates: Lodha Profit Rises 42%; Zen Technologies Revenue Falls 38%

• Pre-sales up 10% at Rs 4450 crore versus Rs 4000 crore(YoY)

• Collections up 7% at Rs 2880 crore versus Rs 2690 crore.(YoY)

• Net Debt/Equity stood at 0.24 times

• Added 5 projects with total gross development value of Rs 22700crore in Q1FY26

Premier Energies Key Highlights (Consolidated, YoY)

• Revenue rises 9.9% to Rs 1,821 crore versus Rs 1,657 crore.

• Ebitda up 53% at Rs 548 crore versus Rs 358 crore.

• Margin at 30.1% versus 21.6%.

• Net Profit up 56.3% to Rs 308 crore versus Rs 197 crore.

• Kotak Mahindra Card business has plateaued; stress continues in the retail unsecured segment.

• ‘Solitaire’ credit card product gaining good market traction.

• Digital offering ‘811’ is recovering well and showing renewed momentum.

Source: Con Call

Rainbow Children's Medicare Key Highlights (Consolidated, YoY)

• Revenue rises 6.9% to Rs 353 crore versus Rs 330 crore.

• Ebitda up 10.5% at Rs 104 crore versus Rs 93.7 crore.

• Margin at 29.3% versus 28.4%.

• Net Profit rises 35.4% to Rs 53.5 crore versus Rs 39.5 crore.

Balkrishna Industries Key Highlights (Consolidated, YoY)

• Revenue rises 1.7% to Rs 2,760 crore versus Rs 2,715 crore.

• Ebitda falls 23.7% to Rs 506 crore versus Rs 664 crore.

• Margin at 18.3% versus 24.4%.

• Net Profit falls 41.2% to Rs 288 crore versus Rs 490 crore

• Declares first interim dividend of Rs 4 per share.

• Kotak Mahindra saw strong growth in advances and deposits.

• Credit costs in the MFI segment have peaked; cautious resumption of disbursements.

• Some stress observed in the retail CV portfolio; under close watch.

• Corporate loan book has a healthy pipeline, though some borrowers are shifting to cheaper bond markets.

Source: Con Call

Affle Key Highlights (Consolidated, QoQ)

• Revenue rises 3.1% to Rs 621 crore versus Rs 602 crore.

• EBIT up 6.1% to Rs 114 crore versus Rs 107 crore.

• Margin at 18.3% versus 17.8%.

• Net Profit rises 2.4% to Rs 106 crore versus Rs 103 crore.

SBFC Finance Key Highlights (YoY)

• Net interest income up 30% at Rs 230 crore versus Rs 176 crore.

• Net profit up 28.2% to Rs 101 crore versus Rs 78.7 crore.

• Impairment on financial instruments up 67.6% at Rs 24.8 crore versus Rs 14.8 crore annually.

Jain Irrigation Systems Key Highlights (Consolidated, YoY)

• Revenue up 4.6% to Rs 1,546 crore versus Rs 1,478 crore.

• Net profit up 2.5% to Rs 13.9 crore versus Rs 13.6 crore.

• Ebitda up 13% to Rs 202 crore versus Rs 178.7 crore.

• Margin at 13.1% versus 12.1%.

Kotak Mahindra Bank Key Highlights (QoQ)

• Fresh slippages were at Rs 1,812 crore versus Rs 1,488 crore.

• Upgradations & Recoveries were at Rs 549 crore versus Rs 747 crore.

• Write-offs were at Rs 759 crore versus Rs 873 crore.

• Credit cost on an annualised basis at 0.93% versus 0.64%.

• Fresh slippages upgraded within same quarter at Rs 155 crore versus Rs 135 crore.

In an exchange filing dated July 23, Waaree Energies said that a meeting of its Board of Directors is scheduled on July 28 to consider and approve the standalone and consolidated unaudited financial results for Q1FY26. Waaree Energies will host a conference call for analysts and investors to discuss their Q1FY26 results at 4:30 p.m. on Wednesday, July 30.

The fall in yield on assets will not be completely off set by the fall in cost of deposits, which will lead to a contraction in the bank's NIM, Systematix Institutional Equities said.

"Expect loan growth of 4-5% QoQ and 15% YoY. Margins could decline by 5 bps, led by lower yields on EBLR-linked loans, partly offset by benefits from the lifting of supervisory restrictions and SA rate-cut. Build in credit costs of 75 bps as MFI delinquencies remain elevated, with RoA at 2.15%," Dolat Capital Market Research said.

"The sequential growth in employee expenses is expected to be higher than the advances growth, driven by annual increments. Other opex growth is expected to be in line with the advance’s growth," Systematix said.

Bharat Electronics Ltd. has announced that its Board of Directors will meet on Monday, July 28, to consider and approve the unaudited standalone and consolidated financial results for the quarter ended June.

Investor and analyst community will be closely watching out for IndusInd Bank’s June quarter earnings as the private sector lender gears up to report its first quarterly performance after the derivative accounting episode that rattled investor confidence and led to questions around governance and succession planning.

Whirlpool of India is likely to report a net profit of Rs 137 crore and total revenue of Rs 2,529 crore for the first quarter, according to estimates. Its Ebitda is seen at Rs 204 crore, and margin is expected at 8.1%.

Mazagon Dock Shipbuilders Ltd. will hold its Board meeting on Monday, July 28, for consideration and approval of the company’s unaudited standalone and consolidated financial results for the quarter ended June.

IDFC First Bank is likely to clock a net profit of Rs 2,997 crore and a net interest income of Rs 22,493 crore for the quarter ended June, according to a survey of analysts' estimates done by Bloomberg. The company is expected to post a net interest margin of 6.25%.

Deterioration in asset quality due to elevated delinquencies in the microfinance institution segment and continuous pressure on margins is likely to weigh on Kotak Mahindra Bank's earnings for the June quarter, analysts said.

Most brokerages expect the bank's slippages to decrease sequentially and maintain its downward trend and also believe provisions are also expected to decrease sequentially.

Kotak Mahindra Bank will be reporting its results for the quarter on Saturday. The company is likely to report a net profit of Rs 3,497 crore and net interest income of Rs 7,391 crore, while net interest margin is expected at 4.7%.

Sudarshan Chemical Industries Q4FY25 Highlights (Consolidated, YoY)

• Revenue up 76.6% to Rs 1,349 crore versus Rs 764 crore.

• Net loss of Rs 4.1 crore versus net profit of Rs 58 crore.

• Ebitda up 6.6% to Rs 127 crore versus Rs 119 crore.

• Margin at 9.4% versus 15.6%.

As many as 38 companies are set to announce their earnings for the April-June period on Saturday.

The leading players scheduled to announce their Q1 results on July 26 include IDFC First Bank, Kotak Mahindra Bank, Lodha Developers and Balkrishna Industries, among others. These companies belong to sectors like financial services, real estate, tyre manufacturing, electronics and technology, among others.