HDFC Asset Management Company reported June 2026-quarter revenue of Rs 1,099.72 Crore, up 13.59% year on year, and net profit of Rs 837.13 Crore, up 11.98%. For the yearending 2026, revenue totaled Rs 4,122.16 Crore, up about 90.24% over three years, while net profit reached Rs 2,858.06 Crore, rising more than 100.80%. ROE improved to 30.96%. The company also announced a final dividend of Rs 54 per share (1080% of face value) and a 1:1 bonus issue, with an ex-bonus date of November 26, 2025.

NBCC (India) said it has secured two new work orders totaling ₹108.85 crore, including ₹20.42 crore from the National Horticulture Board and ₹88.43 crore from the Odisha government around July 27. Earlier this month, the company had also received work orders worth Rs 878.32 crore, taking its new orders for the month to over Rs 98 billion. NBCC shares last closed at Rs 93.85, and the stock is 25.52 percent below its 52week high, with a market capitalisation of Rs 25,339.50 crore. The new orders are expected to improve revenue visibility over the next 12–18 months.

Tata Consumer Products reported Q1 FY2024 results with net profit rising 27.8% year on year to ₹427 crore, while revenue increased 11.9% to ₹5,348.8 crore. EBITDA grew 19.9% to ₹724 crore and the EBITDA margin widened to 13.5%. Brokerages largely maintained positive views: Elara Capital reiterated an “Accumulate” rating while slightly cutting its target price, and Motilal Oswal kept a “Buy” rating with a ₹1,500 target.

MV Electrosystems, a Haryana-based maker of railway electrical and power electronics equipment, will open its mainboard initial public offering on July 30 with a fresh issue of up to Rs 290 crore. The company plans to use the proceeds for long-term working capital, research and development, and general corporate purposes. For the fiscal year ended March 2026, revenue fell 21% to Rs 49.4 crore and the company reported a net loss of Rs 12.6 crore.

Infosys reported fiscal 2025 first-quarter revenue of Rs 48,211 crore, up 14% year on year, and net profit of Rs 7,769 crore, up 12%, but both came in below market expectations. The company also lowered the upper end of its FY27 revenue growth guidance to 3% from 3.5%. Shares fell 1.99%, making it the biggest drag on the Nifty 50 and pushing the index down 0.73% to 23,696.45 amid sharply weaker market breadth.

Tata Communications posted a 29% year-on-year drop in net profit for Q1FY27, a sharper-than-expected decline. Revenue rose 10% to Rs 6,583 crore, but Data Services EBIT fell 28% quarter-on-quarter to Rs 250 crore. The company also disclosed a Rs 18.52 crore reversal of provisions tied to revisions in India’s new labour codes, an accounting adjustment. Shares fell as much as 6% intraday, reflecting investor concern over earnings quality and the durability of growth.

Bajaj Auto reported FY2026 Q1 results with consolidated net profit up 45.9% year on year to Rs 3,225.63 crore and revenue from operations rising 65% to Rs 21,688.83 crore. The company’s EBITDA margin expanded 10 basis points sequentially, prompting multiple brokerages to raise target prices and EPS forecasts. Motilal Oswal upgraded the stock to ‘Buy’, while Jefferies kept a ‘Hold’ rating but raised earnings expectations. Management said monthly export volumes are expected to reach around 2.5 lakh units from the second quarter onward, according to brokerages.

Paytm (One 97 Communications) reported a strong FY2026 first quarter, with net profit up 79% year on year to Rs 220 crore and revenue from operations rising 28% to Rs 2,448 crore, while EBITDA came in at Rs 200 crore. Despite the beat, the stock fell 0.92% in early trade to Rs 1,335.10. Citi reiterated a Buy rating and raised its target price to Rs 1,560, while CLSA maintained an Underperform rating with a target of Rs 1,050. The brokerages differ on the potential impact of UPI merchant discount rate (MDR) policy and the sustainability of operating costs.

India’s Bank Nifty index fell 1.6% on June 20 after quarterly results from major private lenders pushed HDFC Bank and Axis Bank down 5% each. Investors focused on concerns that net interest margins are narrowing. ICICI Bank’s earnings beat expectations, highlighting divergence within the sector. The index traded at 57,578.25 during the session, near the 20-day moving average support level of 57,800.