Introduction
Thursday, July 24, 2025, is shaping up to be one of the busiest and most significant days of this earnings season. With over 50 companies scheduled to release their Q1 FY26 results—ranging from blue-chip stalwarts to rising mid-caps—the day promises to offer critical insights into corporate India's post-election performance and the economic trajectory ahead.
Whether you're an investor, trader, or market watcher, today's earnings releases could trigger major moves across sectors.
Why July 24 Matters
A Crucial Day for Market Direction
The sheer number of companies announcing results today is likely to create sharp sectoral moves and volatility. From BFSI and FMCG to infrastructure and IT, almost every major sector will be under the microscope, making this a high-impact day for the broader market.
Sectors in Focus
This is a cross-sector earnings event, covering:
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Banking & Financial Services
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FMCG & Consumer Goods
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Power & Energy
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IT & Technology
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Real Estate & Infrastructure
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Cement, Steel & Manufacturing
Major Companies Announcing Results Today
Bajaj Finance Ltd – NBFC Bellwether
All eyes are on AUM growth, disbursals, and asset quality metrics. A beat on estimates could trigger a rally in the NBFC pack.
SBI Life Insurance – Sector Leader in Life Insurance
Premium growth, new business margins, and persistency ratios will be key as insurance penetration expands across India.
Nestle India – FMCG Heavyweight
Investors will focus on rural demand trends, price hikes, and input cost pressures across flagship brands like Maggi and Nescafe.
REC Ltd – Infrastructure Financier
Strong demand for power sector funding could lead to improved disbursements and NIMs, further strengthening the outlook.
CG Power – In the Middle of a Turnaround
Backed by the Murugappa Group, CG Power's turnaround story continues. Margins, order book, and earnings visibility will be closely tracked.
Adani Energy Solutions – Infra Expansion in Focus
Investors will monitor revenue from energy transmission projects and progress in ongoing infra initiatives.
Hexaware Technologies – Mid-Cap IT Play
After Infosys set a solid tone, Hexaware's report will help gauge hiring trends, digital deal momentum, and US exposure.
Other Key Earnings to Watch
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Supreme Industries – Focus on volume recovery and raw material cost trends
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Motilal Oswal Financial Services – Reflecting investor activity and broking revenue
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Phoenix Mills – Leasing metrics and retail footfall post-COVID recovery
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Mphasis – Deal pipeline and margin resilience in the mid-cap IT space
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APL Apollo Tubes – Infrastructure-driven demand could drive volume-led earnings growth
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ACC Ltd – Seen as a barometer for the cement sector and construction demand
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KFin Technologies – Platform growth and client additions in fintech services
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Aditya Birla Sun Life AMC – SIP inflows, fund performance, and AUM trends
PSU Banks in Spotlight
Canara Bank & Indian Bank
Following strong Q4 numbers, continued improvement in NPAs and credit growth will be key to sustaining the PSU banking rally.
Real Estate & Urban Demand Watch
Anant Raj Ltd, Ajmera Realty, V-Mart Retail
Updates on new launches, price movements, and urban sales velocity could influence sector sentiment.
Small & Mid-Cap Highlights
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LT Foods – Watch for export volumes and demand for basmati rice
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Indian Energy Exchange (IEX) – Key player in power trading volumes
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Cyient, Tanla Platforms – Mid-cap IT and telecom tech performance
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eMudhra – Growth in digital signatures and e-governance platforms
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Trident, Suraj Ltd, Vanta Bioscience – Focus on manufacturing, textiles, and pharma developments
Infosys Sets the Tone for IT
Infosys Q1 FY26 Results (already released):
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PAT: ₹6,921 crore (up 8.68% YoY)
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Revenue: ₹42,279 crore (up 7.5% YoY)
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Margins slightly compressed, but overall results beat market estimates, supporting sentiment across the IT sector.
Market Expectations: What Comes Next?
Investor Sentiment
If earnings beat expectations across sectors, we may see a short-term rally—particularly in finance, infrastructure, and select consumer names.
Anticipated Trends
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Banking & NBFCs: Stable to positive outlook
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IT: Muted growth, but resilient players may outperform
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FMCG: Mixed trends driven by rural demand and cost pressures
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Cement & Infra: Likely to post strong numbers amid construction momentum
Final Take: Is July 24 a Market Turning Point?
With such a wide-ranging earnings roster, July 24 could become a defining moment this quarter. The day's reports will not only impact individual stocks but could also reset sectoral expectations heading into the rest of FY26. A broadly positive set of results may confirm India Inc.'s post-election growth momentum.
Investors should closely monitor management commentary, margin trends, and growth guidance as they assess portfolio strategies going forward.
Disclaimer
This article is intended for informational purposes only and does not constitute financial, investment, legal, or tax advice. Readers should consult with a SEBI-registered advisor or financial professional before making any investment decisions. The author and publisher are not liable for any losses incurred based on this information.
