Earnings Review News

SpiceJet's stock fell over 5% after reporting a Q1FY26 net loss of ₹234 crore, compared to a profit of ₹158.18 crore last year. Revenue dropped 36% due to geopolitical tensions and operational challenges. Nuvama downgraded its target price to ₹40, maintaining a 'Hold' rating.

ICICI Bank, HDFC Bank, and SBI are recommended by Motilal Oswal for upcoming earnings recovery in the banking sector. The brokerage anticipates profitability improvements and a rebound in earnings growth beginning in H2FY26, with systemic loan growth projected at 11% in FY26.

First-quarter FY26 earnings met expectations with notable profit growth from some companies, despite global uncertainties. Nifty saw an 8% year-on-year profit increase, while analysts suggest improved earnings visibility may lead to positive market trends, despite ongoing tariff-related volatility.

The June quarter earnings met expectations, with Nifty50 companies showing 8% YoY PAT growth. Analysts foresee a shift to double-digit growth, driven by easing inflation and easing liquidity conditions. Midcaps excelled with 24% growth, while small caps underperformed with an 11% decline.

MOSL reported Q1FY26 earnings growth, with large-caps at 10%, mid-caps at 24%, and small-caps declining 11%. The Nifty showed 8% PAT growth, driven by major companies. Top picks post Q1 include Bharti Airtel, ICICI Bank, L&T, M&M, Sun Pharma, etc.

Honasa Consumer's shares rose 12.5% following Q1FY26 results, showing a 2.64% YoY profit increase to ₹41.32 crore. Revenue grew 7.4% to ₹595.25 crore, while EBITDA declined slightly. CLSA upgraded the stock, highlighting future margin improvement despite early monsoon impacts on sales.

The June 2025 quarter earnings for Nifty 50 companies show a stabilising trend with 36 firms reporting results. Key sectors like BFSI, Technology, and Cement drove growth, while earnings downgrades eased but persisted, particularly in the banking sector, indicating cautious market conditions.

The Indian banking sector's Q1 results show expected outcomes with stable asset quality but pressure on net interest margins. Experts remain optimistic about long-term growth, highlighting ICICI Bank and Bank of Baroda as top picks for investors navigating a volatile market.

AU Small Finance Bank shares fell over 7% after reporting deteriorating asset quality for Q1FY26 despite a 15.6% rise in net profit to ₹580.9 crore. Gross NPAs increased to 2.47%, prompting a nearly doubled provision of ₹533 crore.

HDFC Asset Management Company's shares rose 2% to ₹5,625 after strong Q1 earnings revealed a 24% net profit increase to ₹748 crore and 25% revenue growth to ₹968 crore. Analysts maintained positive ratings, reflecting robust AUM growth and market optimism.