Summary:
Several stocks are in focus on Q1 results, new orders and corporate updates. Bata India, Manappuram Finance, RHI Magnesita and TBZ reported strong profit growth. PI Industries and JSW Dulux reported weaker earnings, while BEML and HG Infra won new orders. L&T, Tenneco Clean Air India and Godrej Consumer Products are also in focus on key strategic developments.
Several stocks are likely to remain in focus as investors assess a mix of quarterly earnings, large order wins, stake sales, management changes and strategic business developments. The key names include Bata India, Manappuram Finance, Zydus Lifesciences, BEML, Larsen & Toubro and Diamond Power Infrastructure.
Bata India and Manappuram Finance
Bata India reported a 23.04% YoY increase in consolidated profit to ₹63.98 crore in Q1, while revenue grew 3.9% to ₹978.9 crore. The company also declared an interim dividend of ₹25 per share for FY27. The dividend announcement, along with profit growth, could keep the footwear major in focus.
Manappuram Finance delivered a strong Q1 performance, with consolidated profit jumping more than four-fold to ₹584.6 crore. Net interest income increased 28.1% to ₹1,723.7 crore, while impairment on financial instruments declined 60.6% to ₹225.5 crore, supporting profitability.
Jewellery, Chemicals and Industrial Stocks
RHI Magnesita India reported an 83.2% YoY rise in profit to ₹64.6 crore, while revenue increased 5.6% to ₹1,014 crore. Tribhovandas Bhimji Zaveri also reported strong growth, with profit surging 50.8% and revenue rising 34.8% YoY.
In contrast, PI Industries reported a weaker quarter. Profit declined 39% to ₹244.2 crore, while revenue fell 10.4% to ₹1,702.3 crore. JSW Dulux also reported declines in both profit and revenue, making both stocks worth tracking for their market reaction.
Linde India reported a 21.6% increase in revenue, although profit slipped 2.4%. The company also announced the appointment of Vikash Dokania as CFO effective September 15, 2026.
Orders and Strategic Developments
BEML secured a ₹184.25 crore order from Hindustan Aeronautics for Light Combat Helicopter fuselage aerostructures. Diamond Power Infrastructure received two orders worth ₹195.48 crore for supplying underground power cables for projects in Gujarat.
HG Infra Engineering received an LOA under PM-SETU for operating and managing the ITI Bhiwadi Cluster in Rajasthan. Its share represents 17.10% of the estimated ₹241 crore project cost.
Larsen & Toubro entered into an agreement with subsidiary Vyoma.AI to transfer its data centre and cloud services business for ₹1,400 crore through a slump sale.
Stake Sale and Management Changes
Tenneco Clean Air India could see activity following reports of a potential promoter stake sale. Tenneco Mauritius is likely to sell an 8% stake, with a possible 2% upsize option, at a reported floor price of ₹515 per share.
Godrej Consumer Products appointed Aasif Malbari as MD and CEO with immediate effect, replacing Sudhir Sitapati.
Meanwhile, Zydus Lifesciences announced a strategic agreement involving Alvelestat, while KFin Technologies launched Klarity, an Agentic AI solution aimed at improving operational controls in financial institutions.
Overall, investors are likely to track these stocks based on the earnings trajectory, order inflows, corporate actions and strategic developments announced by the respective companies.
