1. Infosys
- Q1 FY26 Results: Consolidated net profit rose 8.7% YoY to ₹6,921 crore, though the company trimmed its full‑year revenue outlook citing macro uncertainties NDTV Profit+4The Indian Express+4mint+4.
- Market Move: IT investors are watching closely for guidance and new deal wins.
2. Bajaj Housing Finance
- Q1 Update: Posted a strong rise in net profit, supported by robust loan growth NDTV Profit.
- Key Focus: Asset quality and credit cost trends amid potential rate fluctuations.
3. Thyrocare Technologies
- Earned Attention: Released Q1 FY26 results, with management commentary expected on business outlook Groww.
- Watchpoint: Diagnostic growth post‑pandemic and cost efficiency.
4. Persistent Systems
- Earnings Out Today: Q1 FY26 results were released along with peers like Infosys and Dr Reddy's globecapital.com+4NDTV Profit+4mint+4.
- To Note: Revenue trajectory amid global IT spend trends.
5. Dr Reddy’s Laboratories
- Q1 FY26 Snapshot: Revenue rose ~11% YoY, while net profit edged up modestly — keep an eye on margin commentary and US pricing risks The Indian ExpressNDTV Profit.
6. Tata Consumer Products
- Q1 Highlights: Profit rose YoY, although estimates were slightly missed NDTV Profit.
- Sector Drivers: Tea, coffee, and consumer staples demand in a volatile macro environment.
7. Pondy Oxides & Chemicals / Rama Phosphates / Khaitan Chemicals & Fertilizers
- Why They Matter: Chemical and fertilizer names gaining attention amid Q1 result season, owing to commodity price trajectories and rural demand sentiment.
8. BEML
- Remember This: Heavy equipment major featured in broader Q1 reporting — investors keen on order book updates and infra pickup.
9. Force Motors
- Q1 FY26 Performance: Net profit surged over 50% to ₹176 crore, with revenue growth near 22%, driven by commercial vehicle demand globecapital.com+4The Indian Express+4youtube.com+4Groww+3NDTV Profit+3mint+3.
- Focus: Ability to sustain EV push and commercial vehicle recovery.
10. Senores Pharma
- Emerging Watch: Mid‑cap pharma firm likely in focus after peers released Q1 numbers—study pipeline updates and export revenue.
11. Borosil Renewables
- Green Watch: A notable renewable energy player—watch for Q1 commentary on off‑grid and consumer appliance demand in sustainability push.
12. Coforge
- Q1 Recap: Reported YoY revenue growth of ~8%, while net profit lagged street estimates; analysts will revisit margin upkeep and deal pipeline NDTV Profit.
📝 Market Snapshot
- Sensex jumped ~540 pts to 82,726, and Nifty gained ~159 pts to 25,220, buoyed by positive global cues from the US‑Japan trade pact The Indian Express+1mint+1.
- With ~95 companies disclosing Q1 FY26 results, including many on today’s watchlist, investors are digesting corporate guidance and forward earnings visibility mint.
ℹ️ Bottom Line
Q1 FY26 earnings have spotlighted a mix of solid growth (Infosys, Force Motors) and pressure points (Dr Reddy’s, Tata Consumer). Watch for next‑day guidance, management commentary, and macro linkages—especially global IT spend, commodity prices, and rural demand—to shape market direction.
