1. Rallis India – Q1 net profit doubled year-on-year; strong growth across segments.
2. Power Mech Projects – Secured new orders worth ₹551 crore, including power and infra contracts.
3. RailTel Corporation – Bagged an order worth ₹264 crore from East Central Railway.
4. RVNL (Rail Vikas Nigam) – Received a Letter of Acceptance for a ₹447 crore order from DMRC.
5. AstraZeneca Pharma – Received CDSCO approval to import and market Imfinzi (Durvalumab) in India.
6. Patanjali Foods – Board to consider bonus issue proposal in upcoming meeting.
7. Sun Pharma – Settled US patent litigation with Incyte for LEQSELVI; launched the drug in the US.
8. Sambhv Steel – Released a strong Q1FY26 business update, indicating solid performance.
Stocks to Watch – July 15, 2025
Tata Technologies
• Q1FY26 (YoY)
o Revenue: ₹1,244 crore vs ₹1,269 crore
o EBITDA: ₹200 crore vs ₹230 crore
o Net Profit: ₹170 crore vs ₹162 crore
o EBITDA Margin: 16.08% vs 18.28%
o Comment: Revenue and EBITDA margins saw slight contraction; profit up marginally.
Investment & Precision Castings
• Secured a defence sector contract from PLR Systems, a JV between Adani Group and Israel Weapon Industries.
Sun Pharma
• Announced settlement with Incyte Corp over litigation related to Leqselvi.
• Launched Leqselvi™ (Deuruxolitinib) in the US for severe Alopecia Areata.
AstraZeneca Pharma India
• Received regulatory approval to import and market Durvalumab for additional indications in India.
RailTel Corporation
• Received a work order worth ₹264 crore (₹2.64 billion).
HCL Technologies
• Q1FY26 (QoQ)
o Revenue: ₹30,349 crore vs ₹30,246 crore
o EBIT: ₹4,942 crore vs ₹5,442 crore
o Net Profit: ₹3,843 crore vs ₹4,307 crore
o EBIT Margin: 16.28% vs 17.99%
o Comment: Margins declined sequentially despite modest revenue growth.
Den Networks
• Q1FY26 (YoY)
o Revenue: ₹2,400 crore vs ₹2,500 crore
o Net Profit: ₹54.2 crore vs ₹45.5 crore
o EBITDA: ₹21.1 crore vs ₹26.5 crore
o EBITDA Margin: 8.74% vs 10.71%
Tejas Networks
• Q1FY26 (YoY)
o Revenue: ₹200 crore vs ₹1,540 crore
o Net Loss: ₹190 crore vs Profit of ₹81 crore
o EBITDA Loss: ₹135 crore vs EBITDA of ₹230 crore
o Comment: Sharp decline in revenue and profitability due to high base and order delays.
Rallis India
• Q1FY26 (YoY)
o Revenue: ₹960 crore vs ₹783 crore
o Net Profit: ₹95 crore vs ₹48 crore
o EBITDA: ₹150 crore vs ₹96 crore
o EBITDA Margin: 15.67% vs 12.26%
o Comment: Strong growth across Crop Care, Seeds, and Soil &
Plant Health segments.
Power Mech Projects
• Secured multiple orders worth ₹550 crore across power and infra segments.
Meson Valves India
• Secured a prestigious submarine fuel system order from Mazagon Dock Shipbuilders.
