Image Source: The Financial Express
Friday, August 1, 2025, marks a pivotal day for India Inc. as a fresh batch of Q1 FY26 earnings rolls in. Among the 96 companies scheduled to report today, marquee names like ITC Ltd., Adani Power Ltd., Godrej Properties Ltd., and Tata Power Company Ltd. are in sharp focus. Investors and analysts alike are watching closely for performance cues, forward guidance, and sectoral trends that could shape market sentiment heading into the second half of the fiscal year.
Key Earnings Announcements Today
- ITC Ltd.
- Expected to post a modest rise in net profit to Rs 5,041.75 crore
- Revenue likely to grow 7% year-on-year to Rs 18,296 crore
- FMCG and agri-business segments remain key drivers
- Analysts anticipate stable margins amid input cost moderation
- Adani Power Ltd.
- Projected net profit: Rs 4,569 crore
- Estimated revenue: Rs 16,011.15 crore
- EBITDA expected at Rs 6,763 crore with margins near 42.2%
- Strong performance driven by higher merchant sales and improved PLF
- Godrej Properties Ltd.
- Real estate sector under scrutiny amid rising interest rates
- Focus on pre-sales momentum and new launches in Tier-1 cities
- Investors await updates on project pipeline and land acquisitions
- Tata Power Company Ltd.
- Renewable energy segment expected to show strong growth
- Analysts tracking progress on EV charging infrastructure and solar EPC orders
- Profitability may be impacted by seasonal demand and fuel cost volatility
Sectoral Trends and Market Expectations
- FMCG: ITC’s results will offer insights into rural demand recovery and pricing strategies
- Power: Adani Power and Tata Power earnings will reflect the impact of summer demand and grid dynamics
- Real Estate: Godrej Properties’ performance will be a bellwether for urban housing sentiment
- Broader market: Volatility expected as investors digest earnings and global cues
Other Notable Companies Reporting Today
- LIC Housing Finance Ltd.
- JK Lakshmi Cement Ltd.
- Delhivery Ltd.
- PC Jeweller Ltd.
- Multi Commodity Exchange of India Ltd.
- GlaxoSmithKline Pharmaceuticals Ltd.
- Ratnamani Metals & Tubes Ltd.
- Procter & Gamble Health Ltd.
Investor Sentiment and Market Setup
- Domestic equities opened on a cautious note amid global trade tensions
- GIFT Nifty indicated a weak start, down 0.6% in early trade
- Benchmark indices showed signs of recovery after Thursday’s sell-off
- Analysts expect stock-specific action driven by earnings surprises and guidance
Conclusion
With over 90 companies unveiling their Q1 FY26 results today, the earnings season is in full swing. ITC, Adani Power, Godrej Properties, and Tata Power are set to provide crucial insights into the health of their respective sectors. As investors parse through numbers and commentary, today’s disclosures could set the tone for market direction in August and beyond.
Source: Business Standard
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