The earnings season is in full swing, and many well-known companies have shared their April-June quarter results. While some posted profits, others saw pressure from rising costs. Here is a quick look at the top companies in news and why their stocks may stay active today.
Market recap
Indian stock markets snapped their winning streak on August 1, ending sharply lower. The Sensex dropped 585.67 points, or 0.72%, to close at 80,599.91, while the Nifty fell 203 points, or 0.82%, settling at 24,565.35
Stocks to watch on August 04, 2025
ITC
ITC posted a muted net profit of Rs 4,912 crore for the June quarter, nearly flat compared to Rs 4,917 crore last year. While the bottom line did not impress, the company’s revenue jumped 20% YoY to Rs 21,059 crore, driven by its performance in cigarettes, FMCG, and agri-business segments.
However, rising costs for raw materials like edible oil, wheat, and cocoa continued to squeeze margins. EBITDA rose 3% YoY to Rs 6,261 crore, with weakness in the paper business weighing on profitability.
On a consolidated level, net profit climbed 3% to Rs 5,343 crore.
Tata Power
Tata Power reported a 9% rise in net profit at Rs 1,060 crore for Q1 FY26, compared to Rs 971 crore in the same quarter last year. Revenue grew modestly by 4% YoY to Rs 18,035 crore, while EBITDA jumped 17% to Rs 3,930 crore.
What stood out was the performance of the renewables division, where profit after tax surged 95% YoY to Rs 531 crore.
The company also added 94 MW of green energy capacity, taking its total operational renewable portfolio to 5.6 GW.
MCX
Multi Commodity Exchange (MCX) reported its highest-ever quarterly revenue, with total income surging 60% YoY to Rs 405.82 crore in Q1 FY26. Net profit soared 49.9% QoQ to Rs 203 crore, while revenue climbed 28.2% sequentially to Rs 373 crore.
The exchange also announced a 1:5 stock split to make shares more affordable for retail investors. EBITDA up 51% QoQ to Rs 241.4 crore, with margins expanding to 64.7%.
LIC Housing Finance
LIC Housing Finance delivered a stable performance with a 4.4% YoY increase in net profit to Rs 1,364 crore, supported by a 7% rise in revenue to Rs 7,233 crore. Net interest income (NII) also grew 4% to Rs 2,076 crore.
Home loan disbursements rose 3% to Rs 11,247 crore, but the project loan segment saw a sharp 70% drop, slipping to Rs 156 crore from Rs 521 crore in Q1 last year.
Federal Bank
Federal Bank disappointed the Street with a 14.7% drop in net profit to Rs 861.75 crore in Q1 FY26. The sequential fall was even sharper at 16%. Net interest income inched up just 2% YoY to Rs 2,336.8 crore, while total income rose 7.6% to Rs 7,799.6 crore. The bank’s Net Interest Margin (NIM) stood at 2.94%, indicating pressure on lending spreads.
GR Infraprojects
Infrastructure firm GR Infraprojects posted a 57% YoY jump in net profit to Rs 244 crore for Q1 FY26, compared to Rs 155 crore a year ago. However, revenue from operations declined slightly by 2% to Rs 1,988 crore.
Despite the top-line dip, cost management and project execution helped the company improve margins and profitability.
RailTel
RailTel Corporation announced a service-based contract worth Rs 166.38 crore from BSNL. The order will be executed over the next three years, with completion expected by July 2028. The company clarified that there is no related-party involvement in the deal, and that the order aligns with terms defined in the advance work order received from BSNL.
Earnings to watch today
Several major companies are lined up to release their April–June quarter results on August 4. Real estate giant DLF, auto and engineering player Bosch, pharma majors Aurobindo Pharma and Sanofi Consumer Healthcare, cement heavyweight Shree Cements, and FMCG brand Marico will be closely watched for earnings performance. Other well-known names announcing results include Aditya Birla Capital, Escorts Kubota, Sona BLW Precision Forgings, Tata Investment Corp, Kansai Nerolac Paints, and Inox India. Tech and REITs like Siemens Energy India, Mindspace Business Parks REIT, and Tbo Tek will also be on investor radar.