Indian stock markets are expected to see stock-specific actions on August 4, 2025, as several companies have reported their Q1FY26 earnings, announced project wins, or received new orders. Market participants will also be tracking major firms scheduled to release their results today. Here's a look at some of the stocks that are expected to be in focus today:
ITC
FMCG giant ITC Ltd posted a muted Q1 net profit of ₹4,912 crore, nearly unchanged from ₹4,917 crore in the year-ago quarter. However, revenue rose by 20% YoY to ₹21,059 crore, driven by solid performance in its cigarettes, FMCG, and agri-business verticals. This beat street estimates. However, EBITDA growth was modest at 2.9% to Rs 6,261 crore, while margins slipped to 31.7% from 37% last year due to elevated leaf tobacco costs. Some brokerages remain largely positive on ITC following its Q1FY26 results.
Tata Power
Tata Power reported a 9% increase in Q1 net profit to ₹1,060 crore, up from ₹971 crore last year. Total income grew by 4% YoY to ₹18,035 crore. A standout performer was the renewables division, which saw PAT surge 95% YoY to ₹531 crore. Additionally, the company added 94 MW of green energy capacity, taking its total operational renewable portfolio to 5.6 GW. Tata Power posted a consolidated operating income of ₹17,464 crore in Q1 FY26, up from ₹16,810 crore a year ago. The company's EBITDA improved to ₹3,930 crore, up from ₹3,350 crore in Q1 FY25, while net profit rose 6.13% to ₹1,262 crore from ₹1,189 crore.
Federal Bank
Federal Bank delivered a disappointing Q1 FY26 with a 14.7% YoY fall in net profit to ₹861.75 crore. Sequentially, profits dipped 16%. Net interest income rose a modest 2% YoY to ₹2,336.8 crore, while total income climbed 7.6% to Rs 7,799.6 crore. Its Net Interest Margin (NIM) stood at 2.94%, indicating tight lending conditions. The bank's asset quality showed deterioration, with gross NPA rising to 1.91% from 1.84% in Q4 FY25 and net NPA increasing to 0.48% from 0.44%.
LIC Housing Finance
LIC Housing Finance posted a 4.4% YoY rise in net profit to ₹1,364 crore. Revenue grew 7% YoY to ₹7,233 crore, with net interest income (NII) rising 4% to ₹2,076 crore. However, its project loan segment plummeted 70% to Rs 156 crore, signaling caution in real estate lending. While home loan disbursements rose 3% to Rs 11,247 crore, the company remains conservative on big-ticket projects.
Delhivery
Delhivery announced its Q1 earnings, reporting a 67% year-on-year increase in net profit to ₹91 crore. Delhivery is showing growing traction in its high-margin Part Truckload (PTL) and supply chain services, in addition to stable volumes in its core Express Parcel segment.
MCX
Multi Commodity Exchange (MCX) reported its highest-ever quarterly revenue, with total income surging 60% YoY to ₹405.82 crore in Q1 FY26. Net profit soared 49.9% QoQ to ₹203 crore, while revenue climbed 28.2% sequentially to ₹373 crore. The exchange also announced a 1:5 stock split to make shares more affordable. The board approved a 1:5 stock split to increase share affordability and liquidity.
Other Stocks in Focus
