Indian equity markets anticipate active trading on Monday, August 3, 2026, as a host of companies announce their June 2026 quarter results and significant corporate developments. Following mild gains on Friday, investor sentiment remains influenced by Q1 earnings amidst ongoing inflation concerns.
Automakers Report Mixed Q1 Performance
Maruti Suzuki India, the nation's largest carmaker, reported a 10.8 percent year-on-year (YoY) decline in net profit, reaching Rs 3,352.1 crore for the June 2026 quarter. This drop occurred despite a robust 35.9 percent YoY rise in revenue to Rs 52,455.7 crore. EBITDA margins contracted notably to 8.2 percent from 10.4 percent a year ago, even as total vehicle sales surged 33.7 percent YoY to 2.41 lakh units.
In contrast, Mahindra & Mahindra saw a 25.8 percent YoY increase in total automotive sales, reaching 1,03,860 units in July. Domestic passenger vehicle sales rose 20.4 percent YoY to 60,048 units, and tractor sales climbed 20 percent YoY to 34,420 units.
Hyundai Motor India also posted strong numbers, with a 25.4 percent YoY increase in total sales to 75,360 units in July. Domestic sales grew 23.3 percent YoY to 54,210 units, while exports jumped 31.4 percent YoY to 21,150 units, marking the company's highest-ever monthly export sales in over 100 months.
FMCG, Mining, and Defence Sectors in Spotlight
FMCG and cigarette giant ITC reported a significant 27.1 percent YoY fall in net profit, settling at Rs 3,578.8 crore, with revenue dropping 14.4 percent YoY to Rs 16,907.6 crore for the June 2026 quarter. EBITDA was down 27.9 percent YoY to Rs 4,514 crore, and margins contracted to 26.7 percent.
State-run metal producer National Aluminium Company (Nalco), however, experienced a strong quarter, with net profit surging 90.9 percent YoY to Rs 2,003.1 crore. Revenue jumped 39.3 percent YoY to Rs 5,302.4 crore, and EBITDA climbed to Rs 2,708 crore, with margins expanding to 51.1 percent.
Coal India reported an 8.4 percent YoY increase in coal production to 50.4 million tonnes (MT) in July, alongside a 17.4 percent YoY rise in coal offtake to 63.7 MT.
Defence sector player Bharat Electronics (BEL) secured additional orders worth Rs 847 crore since July 13, including contracts for electro-optics, a security operations center, seekers, components, spares, and services.
Regulatory Action and Pharma Approvals
Zee Entertainment Enterprises (ZEEL) faces regulatory scrutiny as SEBI has barred the company, its CEO Punit Goenka, and Essel Group founder Subhash Chandra from the securities market. This action follows findings that ZEEL's Hyderabad property was allegedly mortgaged to secure loans for Essel Group entities without proper corporate approvals.
In the pharmaceutical sector, Lupin received USFDA approval for Diazepam Injection USP, 10 mg/2 mL (5 mg/mL), in single-dose prefilled syringes, a biosimilar to Valium Injection. Similarly, Dr Reddy's Laboratories gained USFDA approval for Rituximab, a biosimilar to Rituxan, used to treat B-cell malignancies and autoimmune conditions.
Divi's Laboratories posted strong financial results, with a 65.5 percent YoY jump in net profit to Rs 902 crore and revenue increasing 27.8 percent YoY to Rs 3,080 crore in the June 2026 quarter.
Financial Services and Other Movers
Central Depository Services (CDSL) reported a 14.8 percent YoY rise in net profit to Rs 117.5 crore and revenue growth of 13.1 percent YoY to Rs 292.8 crore for the June 2026 quarter. The total number of demat accounts on its platform surpassed 18.59 crore by June 30, 2026, with approximately 58 lakh new accounts added during the quarter.
ABB India, an engineering major, reported a 3 percent YoY rise in net profit to Rs 362.3 crore and revenue growth of 21 percent YoY to Rs 3,558.9 crore. Operational EBITA stood at Rs 461 crore with a 13 percent margin, while order inflows surged 50 percent YoY to Rs 8,600 crore.