Stocks To Watch Today: Infosys, TCPL, Coforge, Bajaj Housing, Persistent Systems, Bikaji Foods

Inox Wind Ltd., BEML Ltd., Natco Pharma Ltd., Fortis Healthcare Ltd., and Delhivery Ltd. are some of the stocks that are going to be in focus on Thursday.

Crompton Greaves Consumer Electricals Ltd., Hatsun Agro Product Ltd., Hero MotoCorp Ltd., Radico Khaitan Ltd., TCPL Packaging Ltd. are some of the stocks going ex-trade for dividend.

Here are the notable corporate announcements after Wednesday's market hours:

• BEML: The company received an order worth Rs 294 crore from the Ministry of Defence for the supply of HMV 6x6 vehicles.

• Inox Wind: The company approved a rights issue of 10 crore shares at an issue price of Rs 120 per share.

• Religare Enterprises: The Reserve Bank of India has withdrawn all restrictions placed on Religare Finvest Ltd under the corrective action plan, marking the end of a more than seven-year regulatory curb.

• IndusInd Bank: The company approved raising Rs 20,000 crore via debt securities on a private placement basis, and further approved a Rs 10,000 crore issue or placement of securities including ADR, GDR, and QIP.

• Fortis Healthcare: The company announced a collaboration with Gleneagles Healthcare India to strengthen business growth.

• Satin Creditcare: The company approved the incorporation of a new arm, Satin Growth Alternatives.

• Monarch Networth Capital: The company received in-principle approval from SEBI to set up a proposed mutual fund.

• Delhivery: The company completed the acquisition of the remaining 21.12% stake in Ecom Express.

• India Pesticides: The company approved the appointment of Udaya Bhaskar Mantripragada as an additional director in the capacity of Whole-Time Director.

• Angel One: The company received approval to invest in LivWell Holding for a life insurance business. It has invested up to Rs 104 crore for a 26% stake in an insurance joint venture with LivWell Holding.

Infosys Q1 FY26 (Consolidated, QoQ)

• Revenue up 3.3% to Rs 42,279 crore vs Rs 40,925 crore. (Estimate: Rs 41,724 crore).

• EBIT up 3.3% to Rs 6,921 crore vs Rs 7,033 crore. (Estimate: Rs 6,778 crore).

• EBIT margin contracted by 20 basis points to 20.8% vs 21%. (Estimate: 20.91%).

• Net profit down 2% to Rs 6,921 crore vs Rs 7,033 crore. (Estimate: Rs 8,727 crore).

• Large deal TCV at $3.8 billion vs $2.6 billion.

• Attrition at 14.4% vs 14.1%.

Force Motors Q1 FY26 (Consolidated, YoY)

• Revenue up 21.9% to Rs 2,297 crore vs Rs 1,885 crore.

• Ebitda up 33.3% to Rs 332 crore vs Rs 249 crore.

• Margin at 14.5% vs 13.2%.

• Net profit up 52.4% to Rs 176 crore vs Rs 116 crore.

Cigniti Technologies Q1 FY26 (Consolidated, QoQ)

• Revenue up 0.8% to Rs 534 crore vs Rs 530 crore.

• EBIT flat at Rs 81.5 crore vs Rs 81.3 crore.

• Margin stable at 15.3%.

• Net profit down 10% to Rs 65.9 crore vs Rs 73.2 crore.

Bikaji Foods Q1 FY26 (Consolidated, YoY)

• Revenue up 14.2% to Rs 653 crore vs Rs 572 crore.

• Ebitda up 5% to Rs 96.2 crore vs Rs 91.6 crore.

• Margin at 14.7% vs 16%.

• Net profit up 2.8% to Rs 59.9 crore vs Rs 58.3 crore.

Tata Consumer Products Q1 FY26 (Consolidated, YoY)

• Revenue up 9.8% to Rs 4,779 crore vs Rs 4,352 crore. (Estimate: Rs 4,813 crore).

• Ebitda down 9% to Rs 607 crore vs Rs 667 crore. (Estimate: Rs 648 crore).

• Margin at 12.7% vs 15.3%. (Estimate: 13.4%).

• Net profit up 15.1% to Rs 334 crore vs Rs 290 crore. (Estimate: Rs 355 crore).

Key Highlights:

• Strong growth in tea, salt and value-added salt (up 31%).

• India packaged beverages revenue up 12%; coffee up 67%.

• Tata Sampann continues momentum.

• International business constant currency growth at 5%.

Dr Reddy's Laboratories Q1 FY26 (Consolidated, YoY)

• Revenue up 11.4% to Rs 8,572 crore vs Rs 7,696 crore. (Estimate: Rs 8,693 crore).

• Ebitda up 2% to Rs 2,174 crore vs Rs 2,130 crore. (Estimate: Rs 2,332 crore).

• Margin at 25.4% vs 27.7%. (Estimate: 26.8%).

• Net profit up 1.8% to Rs 1,418 crore vs Rs 1,392 crore. (Estimate: Rs 1,514 crore).

Segmental Performance:

• North America: Rs 3,410 crore. (Down 11% YoY, down 4% QoQ).

• Europe: Rs 1,270 crore. (Up 142% YoY, flat QoQ).

• India: Rs 1,470 crore. (Up 11% YoY, up 13% QoQ).

Thyrocare Technologies Q1 FY26 (Consolidated, YoY)

• Revenue up 23% to Rs 193 crore vs Rs 157 crore.

• Ebitda up 35.5% to Rs 57.8 crore vs Rs 42.6 crore.

• Margin at 29.9% vs 27.2%.

• Net profit up 61% to Rs 38.9 crore vs Rs 24.2 crore.

Bajaj Housing Finance Q1 FY26 (YoY)

• Total income up 18.6% to Rs 2,618.45 crore vs Rs 2,208.73 crore. (Estimate: Rs 1,018 crore).

• Net profit up 20.9% to Rs 583.3 crore vs Rs 482.61 crore. (Estimate: Rs 568 crore).

Persistent Systems Q1 FY26 (Consolidated, QoQ)

• Revenue up 2.8% to Rs 3,334 crore vs Rs 3,242 crore.

• EBIT up 2.5% to Rs 518 crore vs Rs 505 crore.

• Margin at 15.5% vs 15.6%.

• Net profit up 7.4% to Rs 425 crore vs Rs 396 crore.

Coforge Q1 FY26 (Consolidated, QoQ)

• Revenue up 8.2% to Rs 3,688.6 crore vs Rs 3,409.9 crore. (Estimate: Rs 3,723 crore).

• EBIT up 4% to Rs 417.8 crore vs Rs 401.6 crore. (Estimate: Rs 503 crore).

• Margin at 11.3% vs 11.8%. (Estimate: 13.5%).

• Net profit up 22% to Rs 317.4 crore vs Rs 261.2 crore. (Estimate: Rs 335 crore).

Oracle Financial Services Q1 FY26 (Consolidated, QoQ)

• Net profit down 0.3% to Rs 642 crore vs Rs 644 crore.

• Total income up 7% to Rs 1,925 crore vs Rs 1,798 crore.

Supreme Petrochem Q1 FY26 (YoY)

• Revenue down 11.9% to Rs 1,387 crore vs Rs 1,573 crore.

• Ebitda down 28.8% to Rs 115 crore vs Rs 161 crore.

• Margin at 8.3% vs 10.2%..

• Net profit down 33.6% to Rs 80.9 crore vs Rs 121.9 crore.

Bajaj Finance, SBI Life Insurance, ACC, Mphasis, Nestle India, Adani Energy Solutions, V-Mart Retail, Aether Industries, Ajmera Realty & Infra India, Anant Raj, APL Apollo Tubes, Canara Bank, CG Power and Industrial Solutions, Coromandel International, Cyient, eClerx Services, Aditya Birla Sun Life AMC, eMudhra, IEX, Indian Bank, Indoco Remedies, Johnson Controls-Hitachi Air Conditioning India, KFin Technologies, LT Foods, Motilal Oswal Financial Services, The Phoenix Mills, REC, Supreme Industries, Tanla Platforms, Tatva Chintan Pharma Chem, Trident, Ujjivan Small Finance Bank, UTI Asset Management Company.