Profit Churners Of Q1FY26: 25 Companies Set To Deliver Over 100 Percent PAT Growth

Image Source : India Today

As the Q1 earnings season kicks off for FY2025–26, market watchers are eyeing a select group of companies poised to deliver blockbuster profit growth. According to Motilal Oswal Financial Services (MOSL), 25 companies under its coverage are expected to report over 100 percent year-on-year growth in profit after tax (PAT), with six of them projected to post four-digit percentage gains.

Key Highlights From Brokerage Estimates

- ACME Solar leads the pack with an estimated 8,188 percent surge in PAT to Rs 115.1 crore, driven by strong renewable energy demand and a 67 percent YoY revenue growth
- Signature Global is expected to post a 2,910 percent jump in PAT to Rs 203.6 crore, supported by aggressive expansion in Gurugram and a Rs 2,500 crore investment plan
- Kolte-Patil Developers may report a 1,674 percent rise in PAT to Rs 110.5 crore, reflecting robust real estate momentum
- PSU oil marketing companies HPCL, BPCL, and IOCL are projected to post PAT growth of 1,283 percent, 129 percent, and 168 percent respectively, fueled by improved marketing margins
- Other notable names include JSW Steel, SAIL, Sobha Limited, Bharti Airtel, and Navin Fluorine

Sector-Wise Momentum

Real Estate

- Signature Global, Kolte-Patil, Sobha, and Godrej Properties are among the top gainers
- Strong residential demand and strategic land acquisitions have boosted profitability
- Godrej Properties may post a 1,244 percent PAT jump to Rs 582.2 crore

Oil And Gas

- HPCL, BPCL, and IOCL benefit from margin recovery and stable crude prices
- Sector-wide earnings expected to grow 42 percent YoY

Auto And Tyres

- CEAT may report a 1,288 percent rise in PAT
- Maruti Suzuki’s profit expected to jump 123 percent to Rs 2,261 crore
- MRF and Apollo Tyres also forecast strong gains

Consumer And Retail

- P&G Hygiene’s PAT may rise 103 percent to Rs 86.6 crore
- Trent expected to post 163 percent growth on strong same-store sales and store additions

Pharma And Healthcare

- Zydus Lifesciences, Alembic Pharma, and Dr Reddy’s projected to double profits
- Growth driven by new launches, US acquisitions, and expanded market share

Banking And NBFCs

- SBI may report a 175 percent PAT surge
- PNB and Equitas Small Finance Bank also forecast triple-digit growth
- M&M Financial expected to post 106.6 percent rise in PAT

Others

- Nykaa may report 333 percent PAT growth
- Just Dial and Indus Towers also among high-growth candidates

Market Context And Outlook

Despite macroeconomic headwinds and geopolitical volatility, Q1FY26 is being dubbed the “Crossover Quarter” by MOSL, marking a shift from subdued earnings in FY25 to a more robust trajectory. While sectors like IT, metals, and pharma may see mixed results, margin-sensitive industries such as FMCG, auto, and telecom are expected to outperform.

Sources: LiveMint, Economic Times, Business Today, MOSL, Nuvama Institutional Equities, Screener.in