Tech Mahindra Q1 FY26 Highlights (Consolidated, QoQ)
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Revenue flat at Rs 13,351.20 crore versus Rs 13,384 crore (Bloomberg Estimate: Rs 13,422 crore).
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EBIT up 7% at Rs 1,477.10 crore versus Rs 1,378 crore (Bloomberg Estimate: Rs 1,480 crore).
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Margin at 11.1% versus 10.3% (Bloomberg Estimate: 11%).
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Net profit down 2% to Rs 1,140.60 crore versus Rs 1,166.70 crore (Bloomberg Estimate: Rs 1,198 crore).
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Dollar revenue of $1,564 million up 1% QoQ, up 0.4% YoY.
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Revenue (in cc) down 1.4 % QoQ, down 1% YoY.
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Revenue of Rs 13,351 crore down 0.2% QoQ, up 2.7% YoY.
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IT segment up 0.7% QoQ, BPS segment up 2.9% QoQ.
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12-month IT attrition stands at 12.6% versus 11.8% (QoQ).
L&T Technology Services Q1 Fiscal 26 Highlights (Consolidated, QoQ)
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Revenue down 3.9% to Rs 2,866 crore versus Rs 2,982 crore. (Bloomberg estimate: Rs 2,931 crore).
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EBIT down 3% to Rs 381.30 crore versus Rs 394 crore. (Bloomberg estimate: Rs 399 crore).
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EBIT margin at 13.3% vs 13.2% (Bloomberg estimate: 13.6%).
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Net profit up 1% to Rs 315.70 crore versus Rs 311 crore. (Bloomberg estimate: Rs 317 crore).
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Expect to clock double-digit growth in fiscal 2026.
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Maintain medium-term outlook of $2 billion revenue.
Le Travenues Q1 FY26 (Consolidated, YoY)
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Revenue up 73% to Rs 314 crore versus Rs 182 crore
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Ebitda up 52% at Rs 25.5 crore versus Rs 16.8 crore
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Margin at 8.1% versus 9.2%
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Net profit up 28.48% to Rs 19.08 crore versus Rs 14.85 crore
JTL Industries Q1 FY26 (Consolidated, YoY)
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Revenue up 5.5% to Rs 544 crore versus Rs 516 crore
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Ebitda down 41.5% at Rs 23.4 crore versus Rs 40 crore
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Margin at 4.3% versus 7.8%
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Net profit down 46.8% to Rs 16.3 crore versus Rs 30.7 crore
Angel One Q1 FY26 (Cons, QoQ)
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Total Income up 8.03% at Rs 1143 crore versus Rs 1058 crore.
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Net profit down 34.48% at Rs 114 crore versus Rs 174 crore.
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Total number of Orders grew by 4.8% QoQ to 34.3 cr vs 32.7 cr
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F&O Orders grew by 4.5% QoQ to 24.1 cr vs 23 cr
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Cash orders remained flat at 7.5 cr
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Asset Mgmt AUM as of June 2025 stood at Rs 340 cr
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Wealth Mgmt grew by 33.6% QoQ to Rs 5070 cr as of June 2025.
Turnover Market share
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Based on Option Premium Turnover
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Overall Equity degrew by 17 bps QoQ at 19.7% vs 19.9%
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F&O degrew by 47 bps QoQ at 21% vs 21.4%
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Cash grew by 46 bps QoQ at 18% vs 17.5%
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Commodity degrew by 72 bps QoQ at 57% vs 57.7%