SBI — Q1 FY26 Earnings Summary
CMP: ₹— | M.Cap: ₹— Cr | PE: —
| Metric | Value | YoY Change | QoQ Change | Estimate Comparison |
|---|---|---|---|---|
| Net Profit | ₹19,160.4 crore | ▲ 13% | — | Beat ₹16,664 crore |
| NII | ₹41,072.4 crore | ▼ 0.1% | ▼ 0.13% | Missed ₹41,650 crore |
| Other Income | ₹17,345.7 crore | ▲ 55% | — | — |
| Operating Profit | ₹30,545 crore | — | — | Above ₹27,136 crore |
| Slippage Ratio | 0.75% | ▼ from 0.84% | ▲ from 0.42% | — |
| Domestic NIM | 3.02% | ▼ from 3.35% | ▼ from 3.15% | — |
| Whole-bank NIM | 2.90% | — | — | — |
| Fresh Slippages | ₹7,945 crore | Flat (₹7,903 cr) | ▲ from ₹4,222 cr | — |
| Gross Slippages | ₹8,398 crore | ▼ from ₹8,707 cr | ▲ from ₹4,319 cr | — |
| Gross NPA | ₹78,039.7 crore | — | ▲ 1.51% | — |
| Gross NPA Ratio | 1.83% | — | +1 bp | — |
| Net NPA | ₹19,908 crore | — | ▲ 1.23% | — |
| Net NPA Ratio | 0.47% | — | Steady | — |
Verdict
SBI delivered a strong profit beat driven by robust other income and healthy operating performance. However, NII was marginally below expectations, and NIM compression alongside higher fresh slippages signals asset quality pressures. Overall, results reflect earnings resilience, but investors should watch for credit quality trends in the coming quarters.
Data Pattern – Q1 FY26 Earnings Highlights
CMP: ₹2,428 | M.Cap: ₹13,590 Cr | PE: 63.4
| Metric | Q1 FY26 | YoY Change | Q1 FY25 | QoQ Change | Q4 FY25 |
|---|---|---|---|---|---|
| Sales | ₹99.3 Cr | ▼5% | ₹104 Cr | ▼75% | ₹396 Cr |
| EBITDA | ₹32.1 Cr | ▼14% | ₹37.2 Cr | ▼78% | ₹149 Cr |
| Net Profit | ₹25.5 Cr | ▼22% | ₹32.8 Cr | ▼77% | ₹114 Cr |
| EPS | ₹4.55 | ▼22% | ₹5.86 | ▼78% | ₹20.38 |
Verdict
Weak quarter both YoY and QoQ due to a sharp drop in revenue and profitability, reflecting lower order execution. Margins remain under pressure; sustained recovery in order inflow will be key for a turnaround.
Olectra Greentec – Q1 FY26 Earnings Highlights
CMP: ₹1,406 | M.Cap: ₹11,536 Cr | PE: 82.1
| Metric | Q1 FY26 | YoY Change | YoY Value | QoQ Change | QoQ Value |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 347 | ▲ 11% | 314 | ▼ 23% | 449 |
| EBITDA (₹ Cr) | 47.8 | ▲ 9% | 43.9 | ▼ 11% | 53.8 |
| Net Profit (₹ Cr) | 26.0 | ▲ 8% | 24.3 | ▲ 26% | 20.7 |
| EPS (₹) | 3.17 | ▲ 9% | 2.92 | ▲ 24% | 2.56 |
Verdict
Steady YoY growth in revenue and profitability indicates underlying business strength, though sequential declines in revenue and EBITDA suggest a softer quarter operationally. Strong QoQ profit growth despite lower sales hints at cost efficiencies and improved margins. Long-term outlook remains positive, but short-term performance will depend on the pace of order execution.
HBL Engineering – Q1 FY26 Earnings Highlights
CMP: ₹600 | M.Cap: ₹16,626 Cr | PE: 48.5
| Metric | Q1 FY26 | YoY Change | Q1 FY25 | QoQ Change | Q4 FY25 |
|---|---|---|---|---|---|
| Sales | ₹602 Cr | ▲ 16% | ₹520 Cr | ▲ 26% | ₹476 Cr |
| EBITDA | ₹192 Cr | ▲ 74% | ₹110 Cr | ▲ 142% | ₹79.5 Cr |
| Net Profit | ₹143 Cr | ▲ 82% | ₹80 Cr | ▲ 219% | ₹44.8 Cr |
| EPS | ₹5.17 | ▲ 79% | ₹2.89 | ▲ 219% | ₹1.62 |
Verdict:
HBL Engineering delivered a stellar quarter, with strong double- and triple-digit growth across all metrics both YoY and QoQ. Margins expanded sharply, and profitability surged, indicating robust demand and improved operational efficiency. The momentum suggests continued earnings strength if current trends persist.
ASM Technologies – Q1 FY26 Earnings Highlights
CMP: ₹2,832 | M.Cap: ₹3,334 Cr | PE: 86.1
| Metric | Q1 FY26 | YoY Change | Q4 FY25 | QoQ Change | Q1 FY25 |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 123 | ▲ 134% | 115 | ▲ 7% | 52.6 |
| EBITDA (₹ Cr) | 25.7 | ▲ 567% | 25.4 | ▲ 1% | 3.85 |
| Net Profit (₹ Cr) | 15.6 | ▲ 499% | 15.4 | ▲ 1% | 2.60 |
| EPS (₹) | 13.23 | ▲ 405% | 13.04 | ▲ 1% | 2.62 |
Verdict
Exceptional YoY performance with revenue and profits surging multiple folds, reflecting strong business traction. QoQ growth remains marginal, hinting at a consolidation phase post sharp expansion. High valuations imply expectations of sustained momentum ahead.
Interarch Build – Q1 FY26 Earnings Highlights
CMP: ₹2,299 | M.Cap: ₹3,826 Cr | PE: 33
| Metric | Q1 FY26 | YoY Change | Q1 FY25 | QoQ Change | Q4 FY25 |
|---|---|---|---|---|---|
| Sales (₹ Cr) | 381 | ▲ 25% | 303 | ▼ 18% | 464 |
| EBITDA (₹ Cr) | 31.6 | ▲ 17% | 27.1 | ▼ 35% | 48.8 |
| Net Profit (₹ Cr) | 28.4 | ▲ 40% | 20.3 | ▼ 27% | 38.7 |
| EPS (₹) | 17.05 | ▲ 21% | 14.07 | ▼ 27% | 23.24 |
Verdict
Strong YoY growth, especially in net profit and EPS, signals healthy operations. QoQ drop suggests seasonal/project-based impact — need to watch next quarter for trend clarity.
SMS Pharma – Q1 FY26 Earnings Highlights
CMP: ₹224 | M.Cap: ₹1,989 Cr | PE: 28.3
| Metric | Q1 FY26 | YoY Change | Q1 FY25 | QoQ Change | Q4 FY25 |
|---|---|---|---|---|---|
| Sales | ₹196 Cr | ▲ 19% | ₹164 Cr | ▼ 21% | ₹248 Cr |
| EBITDA | ₹38.9 Cr | ▲ 16% | ₹33.5 Cr | ▼ 6% | ₹41.4 Cr |
| Net Profit | ₹18.2 Cr | ▲ 12% | ₹16.3 Cr | ▼ 12% | ₹20.6 Cr |
| EPS | ₹2.05 | ▲ 6% | ₹1.93 | ▼ 12% | ₹2.33 |
Verdict:
Steady YoY growth across metrics, but sequential slowdown led by weaker topline.
Ramco Systems – Q1 FY26 Earnings Highlights
CMP: ₹387 | M.Cap: ₹1,446 Cr
| Metric | Q1 FY26 | YoY Change | YoY Value | QoQ Change | QoQ Value |
|---|---|---|---|---|---|
| Sales | ₹161 Cr | ▲ 18% | ₹137 Cr | ▲ 4% | ₹155 Cr |
| EBITDA | ₹29.1 Cr | ▲ 742% | ₹3.45 Cr | ▼ 30% | ₹41.5 Cr |
| Net Profit | ₹1.08 Cr | ▲ 105% | Loss ₹19.6 Cr | ▼ 79% | ₹5.08 Cr |
| EPS | ₹0.25 | ▲ 105% | ₹-5.54 | ▼ 82% | ₹1.42 |
Verdict:
Strong YoY recovery with sharp EBITDA turnaround; however, QoQ moderation indicates near-term margin pressure.
Siemens – Q3 FY25 Earnings Highlights
CMP: ₹3,032 | M.Cap: ₹1,07,969 Cr | P/E: 62.6
| Metric | Q3 FY25 | YoY Change | Q3 FY24 | QoQ Change | Q2 FY25 |
|---|---|---|---|---|---|
| Sales | ₹4,347 Cr | ▲ 16% | ₹3,763 Cr | ▲ 2% | ₹4,259 Cr |
| EBITDA | ₹521 Cr | ▲ 7% | ₹485 Cr | ▲ 11% | ₹468 Cr |
| Net Profit | ₹423 Cr | ▼ 3% | ₹578 Cr | ▼ 27% | ₹582 Cr |
| EPS | ₹11.88 | ▼ 27% | ₹16.22 | ▼ 27% | ₹16.34 |
Verdict
Solid revenue growth but profitability impacted by higher costs and margin pressure.
Universal Cables – Q1 FY26 Earnings Highlights
CMP: ₹701 | M.Cap: ₹2,431 Cr | P/E: 20.8
| Metric | Q1 FY26 | YoY Change | Q1 FY25 | QoQ Change | Q4 FY25 |
|---|---|---|---|---|---|
| Sales | ₹600 Cr | ▲ 23% | ₹489 Cr | ▼ 11% | ₹674 Cr |
| EBITDA | ₹57.8 Cr | ▲ 82% | ₹31.7 Cr | ▼ 6% | ₹61.8 Cr |
| Net Profit | ₹32.9 Cr | ▲ 489% | ₹5.59 Cr | ▼ 34% | ₹49.7 Cr |
| EPS | ₹9.49 | ▲ 489% | ₹1.61 | ▼ 34% | ₹14.32 |
Verdict:
Stellar YoY growth driven by higher margins and profitability, though sequential decline indicates short-term moderation after a strong Q4.
Lemon Tree Hotels – Q1 FY26 Earnings Highlights
CMP: ₹143 | M.Cap: ₹11,354 Cr | P/E: 52.8
| Metric | Q1 FY26 | YoY Change | Q1 FY25 | QoQ Change | Q4 FY25 |
|---|---|---|---|---|---|
| Sales | ₹316 Cr | ▲ 18% | ₹268 Cr | ▼ 17% | ₹379 Cr |
| EBITDA | ₹140 Cr | ▲ 22% | ₹115 Cr | ▼ 31% | ₹203 Cr |
| Net Profit | ₹48.1 Cr | ▲ 93% | ₹20.1 Cr | ▼ 56% | ₹108 Cr |
| EPS | ₹0.48 | ▲ 92% | ₹0.25 | ▼ 55% | ₹1.07 |
Verdict:
Strong YoY growth driven by higher occupancy and room rates, but sequential moderation due to seasonal slowdown in Q1.
Antony Waste Handling – Q1 FY26 Earnings Highlights
CMP: ₹606 | M.Cap: ₹1,721 Cr | P/E: 25.5
| Metric | Q1 FY26 | YoY Change | YoY (₹ Cr) | QoQ Change | QoQ (₹ Cr) |
|---|---|---|---|---|---|
| Sales | ₹247 Cr | ▲ 9% | ₹227 Cr | ▲ 2% | ₹243 Cr |
| EBITDA | ₹55.1 Cr | ▲ 11% | ₹49.5 Cr | ▲ 8% | ₹51.0 Cr |
| Net Profit | ₹23.0 Cr | ▲ 2% | ₹21.3 Cr | ▼ 50% | ₹46.0 Cr |
| EPS | ₹6.26 | ▲ 1% | ₹6.17 | ▼ 56% | ₹14.09 |
Verdict
Steady YoY growth in revenue and operating profit, but sharp sequential drop in bottom line due to high Q4 base.
Hariom Pipe – Q1 FY26 Earnings Highlights
CMP: ₹440 | M.Cap: ₹1,364 Cr | P/E: 20.1
| Metric | Q1 FY26 | YoY Change | Q1 FY25 | QoQ Change | Q4 FY25 |
|---|---|---|---|---|---|
| Sales | ₹461 Cr | ▲ 34% | ₹343 Cr | ▲ 15% | ₹400 Cr |
| EBITDA | ₹57.6 Cr | ▲ 29% | ₹44.6 Cr | ▲ 18% | ₹48.8 Cr |
| Net Profit | ₹23.6 Cr | ▲ 35% | ₹17.5 Cr | ▲ 37% | ₹17.2 Cr |
| EPS | ₹7.62 | ▲ 35% | ₹5.66 | ▲ 37% | ₹5.57 |
Verdict:
Strong all-round performance with robust growth in sales, profitability, and margins both YoY and QoQ, reflecting healthy demand and operational efficiency.
Genus Power – Q1 FY26 Earnings Highlights
| Parameter | Q1 FY26 (₹ Cr) | YoY Change | QoQ Change |
|---|---|---|---|
| Sales | 942 | ▲ 128% (414) | ▲ 1% (937) |
| EBITDA | 199 | ▲ 215% (63.2) | ▼ 4% (208) |
| Net Profit | 128 | ▲ 216% (42.4) | ▼ 1% (129) |
| EPS | 4.23 | ▲ 202% (1.40) | ▼ 1% (4.26) |
Verdict
Genus Power delivered strong YoY growth in revenue and profitability, driven by higher volumes and better margins. Quarter-on-quarter numbers are stable, showing consistent performance. The company maintains a healthy earnings momentum at a reasonable valuation, making the outlook positive.
| Metric | Q1 FY26 | YoY Change | YoY (Q1 FY25) | QoQ Change | QoQ (Q4 FY25) |
|---|---|---|---|---|---|
| Revenue | 2,592 | ▲ 2% | 2,539 | ▲ 4% | 2,499 |
| EBITDA | 177 | ▼ 3% | 182 | ▲ 5% | 169 |
| PAT | 71.2 | ▲ 1,941% | 7.47 | Profit vs Loss | -3.92 |
| EPS (₹) | 1.60 | ▲ 967% | 0.15 | Profit vs Loss | -0.11 |
| Metric | Q1 FY26 | YoY Change | YoY (Q1 FY25) | QoQ Change | QoQ (Q4 FY25) |
|---|---|---|---|---|---|
| Revenue | 8.52 | ▼ 7% | 9.14 | ▼ 31% | 12.4 |
| EBITDA | 5.58 | ▲ 11% | 5.04 | ▼ 32% | 8.25 |
| PAT | 3.54 | ▲ 2% | 3.46 | ▼ 42% | 6.12 |
| EPS (₹) | 1.39 | ▲ 2% | 1.36 | ▼ 42% | 2.40 |
Cupid – Q1 FY26 Earnings Highlights
| Metric | Value | YoY Change | YoY Base | QoQ Change | QoQ Base |
|---|---|---|---|---|---|
| Sales | ₹64.7 Cr | ▲ 47% | ₹44.0 Cr | ▲ 6% | ₹61.1 Cr |
| EBIDT | ₹21.4 Cr | ▲ 85% | ₹11.6 Cr | ▲ 18% | ₹18.1 Cr |
| Net Profit | ₹15.0 Cr | ▲ 82% | ₹8.26 Cr | ▲ 29% | ₹11.6 Cr |
| EPS | ₹0.56 | ▲ 81% | ₹0.31 | ▲ 30% | ₹0.43 |
Verdict
Cupid delivered strong Q1 FY26 results with robust year-on-year growth across sales, EBITDA, net profit, and EPS. The quarter also showed healthy quarter-on-quarter improvements, reflecting consistent operational momentum and a positive outlook.
Rudra Global – Q1 FY26 Earnings Highlights
| Metric | Value | YoY Change | YoY Base | QoQ Change | QoQ Base |
|---|---|---|---|---|---|
| Sales | ₹150 Cr | ▲ 17% | ₹128 Cr | ▼ 10% | ₹167 Cr |
| EBITDA | ₹11.7 Cr | ▲ 12% | ₹10.5 Cr | ▲ 33% | ₹8.81 Cr |
| Net Profit | ₹3.91 Cr | ▲ 1% | ₹3.88 Cr | ▲ 259% | ₹1.09 Cr |
| EPS | ₹0.39 | ▲ 0% | ₹0.39 | ▲ 255% | ₹0.11 |
Verdict
Rudra Global posted steady year-on-year growth in sales and profitability, with a remarkable quarter-on-quarter jump in EBITDA and net profit, indicating strong operational recovery and improved margins in Q1 FY26. The stable EPS reflects consistent earnings delivery.
PG Electroplast – Q1 FY26 Earnings Highlights
| Metric | Jun 2025 | YoY Change | Jun 2024 (YoY Base) | Mar 2025 | QoQ Change |
|---|---|---|---|---|---|
| Sales | ₹1,504 Cr | ▲ 14% | ₹1,321 Cr | ₹1,910 Cr | ▼ 21% |
| EBIDT | ₹121 Cr | ▼ 7% | ₹131 Cr | ₹212 Cr | ▼ 43% |
| Net Profit | ₹67.0 Cr | ▼ 20% | ₹83.7 Cr | ₹145 Cr | ▼ 54% |
| EPS | ₹2.36 | ▼ 26% | ₹3.21 | ₹5.13 | ▼ 54% |
Additional Notes
- FY26 Revenue Growth Guidance cut to 17-19% (earlier 30.3%)
- Group Revenue Guidance cut to 21-23% (earlier 33%)
- PAT Growth Guidance cut to 3-7% (earlier 39.2%)
- Product Business Revenue Growth Guidance cut to 17-21% (earlier 35%)
Doms Industries – Q1 FY26 Earnings Highlights
| Metric | Value | YoY Change | YoY Base | QoQ Change | QoQ Base |
|---|---|---|---|---|---|
| Sales | ₹562 Cr | ▲ 26% | ₹445 Cr | ▲ 10% | ₹509 Cr |
| EBIDT | ₹98.7 Cr | ▲ 14% | ₹86.4 Cr | ▲ 12% | ₹88.3 Cr |
| Net Profit | ₹59.1 Cr | ▲ 10% | ₹54.3 Cr | ▲ 15% | ₹51.3 Cr |
| EPS | ₹9.44 | ▲ 11% | ₹8.54 | ▲ 18% | ₹7.98 |
Verdict
Doms Industries delivered a strong Q1 FY26 performance with robust year-on-year and quarter-on-quarter growth across sales, EBITDA, net profit, and EPS. The consistent upward momentum highlights effective operational management and healthy demand conditions.
Poly Medicure – Q1 FY26 Earnings Highlights
| Metric | Jun 2025 | YoY Change | Mar 2025 | QoQ Change | Jun 2024 |
|---|---|---|---|---|---|
| Sales | ₹403 Cr | ▲ 5% | ₹441 Cr | ▼ 9% | ₹385 Cr |
| EBIDT | ₹106 Cr | ▲ 2% | ₹119 Cr | ▼ 11% | ₹104 Cr |
| Net Profit | ₹93.1 Cr | ▲ 26% | ₹91.8 Cr | ▲ 1% | ₹74.0 Cr |
| EPS | ₹9.19 | ▲ 19% | ₹9.06 | ▲ 1% | ₹7.71 |
Verdict
Poly Medicure reported a strong year-on-year growth in net profit and EPS driven by improved operational efficiency despite modest sales growth. Though quarter-on-quarter sales and EBIDT declined slightly, net profit and EPS edged up, reflecting good profitability momentum going into FY26 Q1.
