Daily filing brief

10 Most Important Filings — 30 July 2026

A concise list of today's most consequential exchange filings, selected for relevance and impact.

  1. Housing & Urban Development Corporation Ltd12:49 am IST

    HUDCO Annual Report 2025-26: Financing Infrastructure for a Viksit Bharat – Key Investor Highlights

    Key Financial Highlights

    • Net profit FY2025-26: ₹4,034.37 Cr.
    • Revenue from operations: ₹13,150.40 Cr; YoY growth ~27%.
    • Total income: ₹13,327.13 Cr; EPS: ₹20.15.
    • End-year borrowings: ₹126,428.98 Cr.
    • Debt securities issued: ₹10,396.12 Cr.
    • AAA (Stable) credit rating from major agencies.
    • Final dividend proposed: ₹1.50 per share.
    • Exits from four associates by 31.03.2026.
    • UiWIN launched Nov 2025 to bankable city projects.
    • CSR spend FY2025-26: ₹60.06 Cr.
    Read the original filing
  2. Maruti Suzuki India Limited7:04 pm IST

    Maruti Suzuki Commences Commercial Production at Hansalpur Plant D; Total Capacity Reaches 2.9 Million

    Operating Update

    • Commercial production at Hansalpur Plant D commences from 30 July 2026.
    • Plant D adds 250,000 units annually, raising Hansalpur capacity to 1 million.
    Read the original filing
  3. Astra Microwave Products Ltd11:14 pm IST

    Astra Microwave Products Ltd receives HAL order for Uttam Radar components worth Rs 2205.23 crore (taxes included).

    Order details

    • Awarding entity: Hindustan Aeronautics Limited, a Government of India defence entity.
    • Nature of order: Procurement of 122 AAAU units and 121 Interface Frames for Uttam Radar.
    • Contract value: Rs 2205.23 crores inclusive of all applicable taxes and GST.
    • Execution period: within 5 years.
    • Domestic order: issued by a domestic Government of India entity.
    • Promoter/group interest: No promoter or promoter group interest.
    • Related-party txn: Not applicable.
    Read the original filing
  4. Bajaj Finance Ltd8:57 pm IST

    Bajaj Finance Q1 FY27: Consolidated AUM 546,944 crore; PAT 6,081 crore; standalone PAT 5,345 crore

    Financial performance

    • Consolidated AUM at 546,944 crore, up 24% YoY.
    • Consolidated PAT at 6,081 crore, up 28% YoY.
    • Consolidated PBT at 8,149 crore, up 28% YoY.
    • New loans booked 16.13 million; customer franchise 124.43 million; NTI 15,224 crore.
    • Net interest income 12,571 crore; non-interest income 2,653 crore; total income 23,166.42 crore.
    • Standalone total income 19,803.10 crore; PAT 5,345.52 crore; EPS 8.60 (basic), 8.57 (diluted).
    • Standalone PBT 7,162.86 crore; Standalone PAT 5,345.52 crore.
    • Standalone ratios: debt-equity 3.20x; net worth 108,862.35 crore; gross NPA 1.20%; net NPA 0.49%.
    • Consolidated ROA 4.7%; ROE 20.4%.
    • Loan losses and provisions to average AUM 1.54% in 01 FY27 vs 1.87% in 01 FY26.
    Read the original filing
  5. Waaree Energies Ltd7:40 am IST

    Waaree Energies Q1FY27 revenue ₹7,932 Cr; order book ₹61,500 Cr; EBITDA ₹1,440 Cr

    Business Overview

    • Waaree is an integrated clean-energy company spanning solar manufacturing, EPC, and energy infrastructure.
    • Strategic expansion includes BESS, transformers, inverters, and green hydrogen.
    • Module capacity ~26 GW; cell capacity ~5.4 GW; inverter capacity ~4 GW by FY27.
    • 125 MW HJT module order; APSPL stake acquired for ₹1,225 Cr.

    Operational Highlights

    • Capacity expansion: commissioned 3 GW module capacity at Samakhiali, Gujarat, April 2026.
    • Waaree Energy Storage Solutions started 5.15 GWh automated BESS capacity.
    • Waaree Transpower started production of 17.6 MVA inverter-duty transformer.
    • BESS EPC order of 1,520 MWh; NZ solar+BESS project ECI; two 800 MWac solar EPC orders.
    • FY27 EBITDA guidance reaffirmed at ₹7,000-₹7,700 Cr.
    • Order book strength ~₹61,500 Cr.
    • Total capacity expansion: module 26 GW; cells 5.4 GW; inverters 4 GW by FY27.
    • Retail expansion: Radiance Kusum Agri Kit launches.
    • Global footprint includes US and Oman manufacturing sites.

    Financial Performance

    • Revenue from operations ₹7,932 Cr in Q1 FY27, up 79.2% YoY.
    • Operating EBITDA ₹1,440 Cr; margin 18.2%; YoY +44.4%.
    • PAT ₹892 Cr; margin 11.0%; YoY +15.4%.
    • Order book ~₹61,500 Cr.
    • ROCE 28.5%; ROE 24.8%.

    Capital Structure & Liquidity

    • Net debt to equity at -0.08x (net cash position).
    • Capex outlay ~₹10,000 Cr; equity raised ~₹1,000 Cr to date.
    • Acquired ~55% stake in APSPL for ₹1,225 Cr.

    Strategic Priorities & Outlook

    • Reaffirm FY27 EBITDA guidance ₹7,000-₹7,700 Cr.
    • Target 20 GWh BESS by FY28; Phase I 3.5 GWh by FY27; Phase II 16.5 GWh by FY28.
    • Inverter capacity 4 GW by FY27; Phase I 3 GW active, Phase II 1 GW by FY27.
    • Transformer capacity to 20,000 MVA; current 9,530 MVA; add 10,470 MVA; capex ₹192 Cr.
    • Electrolyser capacity 1 GW by FY27; electrolyser PLI 300 MW; hydrogen PLI 90,000 TPA.
    • Geographic expansion in US and Oman; strengthen India’s retail energy platform.
    • Two new Waaree launches; Radiance Kusum Agri Kit expanding product line.
    • PPA signed for 1,000+ MW; connectivity for ~10 GW projects; long-term visibility.

    Governance & Leadership

    • Board comprises experienced independent directors; no governance changes announced.
    • Key leadership: Jignesh Rathod (CEO), Abhishek Pareek (CFO) among senior management.
    Read the original filing
  6. Laurus Labs Ltd4:36 pm IST

    Laurus Labs Q1 FY27: Revenue up 29% to INR 2,026 cr; capex guidance lifted; CDMO momentum strong

    Financial Performance

    • Revenue INR 2,026 crores, up 29% YoY.
    • Gross margin around 62.7%.
    • EBITDA margin 31.8%, up 7 percentage points QoQ.
    • PAT around INR 368 crores; ROCE ~19% vs 17.7% prior year.
    • Capex spent in the quarter INR 394 crores.
    • Net debt INR 2,656 crores; debt-to-EBITDA ~1.28.
    • Operating cash flow not disclosed on the call.
    • Direct exports account for about 55%–60% of revenue.
    • Affordable Medicines revenue INR 1,156 crores, up 10% YoY.
    • CDMO revenue INR 835 crores; CDMO growth 69%.
    • Laurus Bio sales INR 35 crores, up 21% YoY.
    • ARV revenue INR 669 crores; ARV APIs INR 415; ARV FDF INR 254.
    • Handover of 500+ acres land parcel from AP government in final stages.
    • Aarvik Therapeutics licensed 2 preclinical ADC assets; GLP tox India mid-next year; IND planned.
    • Capex landmark: 400+ KL capacity to go commercial early next year.
    • FY30 target: CDMO revenue at least 50% of total.

    Operating / Segment Update

    • CDMO grew 69% to INR 835 crores, driven by late-stage clinical and commercial deliveries.
    • Small molecule CDMO revenue: 55% of CDMO from commercial supplies.
    • Affordable Medicines momentum supported by ARVs and oncology portfolio.
    • Laurus Bio contributing to growth with diversified pipeline and customer base.

    Balance Sheet and Cash Flow

    • Forex balance-sheet gain: about INR 5 crores.

    Projects and Capex

    • FY27 capex guidance raised to INR 2,000 crores.
    • Earlier talk cited INR 3,000 crores for FY27 and FY28.
    • Capacity expansion at Vizag with peptide capacity additions.
    • Krka JV: oncology facility ready early next year; solid oral facility H2 2027.
    • Krka JV investment to date: INR 400 crores; additional INR 400 crores planned; partly loan-funded.
    • Aarvik Therapeutics: two ADC programs licensed; GLP tox work planned in India mid-next year.
    • Laurus Bio ramp expected in 18–24 months; capacity fungible across programs.

    Outlook and Guidance

    • CDMO to cross 50% of total revenue by FY30.
    • R&D spend 5.8% of revenue; about 70% higher YoY; aligned with long-term portfolio focus.
    • Capex intent tied to multi-product demand; not limited to a single customer.

    Q&A Highlights

    • Constant currency growth for the quarter about INR 36 crores, ~2%.
    • In CDMO, 55% of revenue from commercial supplies in small molecule segment.
    • Aarvik: 2 preclinical ADCs licensed; IND planned after GLP work.
    • No customer advances in this quarter.
    • Direct export share remains around 55%–60% of revenue.
    Read the original filing
  7. Lodha Developers Ltd9:55 pm IST

    Lodha Developers Q1 FY27: Revenue INR 50B, PAT INR 13.7B; land monetization and data-center growth drive outlook.

    Financial Performance

    • Q1 revenue INR 50 billion, up 43% YoY.
    • Adjusted EBITDA INR 21.5 billion, up 79% YoY; margin 43%.
    • PAT INR 13.7 billion; PAT margin 26.9% vs 18.6% YoY.
    • Guidance: 20% PAT growth for FY27; Q1 delivered 33% of target.
    • Cash collections INR 42.1 billion; operating cash flow INR 18.9 billion.
    • Net debt reduced by INR 4.5 billion to under INR 50 billion.
    • Net debt to equity ~0.2x.

    Data Center and Land Monetization

    • 660 acres Palava data-center park; 130 acres monetized; 150 more in 3–4 years.
    • 150 acres more monetizable; sales close to INR 10,000 crores.
    • Phase 1 funds ~90 acres for 1 GW powered shell; INR 20B annual rent by FY32.
    • 3 GW power tie-up; water from recycled sources; no freshwater.
    • Fair market value estimated at ~INR 650 million per acre.
    • Top tenants: AWS, STT, Digital Edge India confirming park viability.
    • Leasing first boxes to conclude this fiscal year; wholesale powered-shell model.

    Q&A Highlights

    • Land sales ~INR 1,200 crores; revenue recognition 85–90%; PAT ~INR 600 crores.
    • 660 acres now part of Maharashtra green data center; 400 acres earlier earmarked.
    • 0 freshwater usage; recycled water supply 3,500 MLD.
    • Palava premium pricing up 5–7% in near term; 10% conversion milestone targeted.
    • 3 GW power tie-up; wholesale discussions; turnkey model not yet pursued.
    • Fair market land value ~INR 650 million per acre.

    Outlook and Guidance

    • FY27 pre-sales guidance reaffirmed at INR 240 billion.
    • H1 to contribute 40–42% of full-year sales.
    • Mulund-Airoli-Palava Freeway and Upper Thane connector open after monsoon.
    • DevCo debt-free in 2–3 years; RentCo target INR 30B by FY32.
    • ROE at ~16% in FY26; moving toward 20%.
    Read the original filing
  8. Aarti Industries Ltd12:59 am IST

    Aarti Industries appoints Suyog Kotecha as MD & CEO; promoter directors shift to non-executive roles

    Leadership transition

    • Board approves Suyog Kotecha as MD & CEO effective Oct 1, 2026, subject to shareholders' approval.
    • Promoter Directors to transition to non-executive leadership roles from Oct 1, 2026.
    • Transition aligns with long-term succession planning and governance strengthening.
    • Kotecha previously CEO since June 2024; Board conveys confidence in continued growth.
    • Leadership transition does not alter long-term strategic direction.
    • Promoter leadership to provide strategic oversight through non-exec board roles.
    Read the original filing
  9. Dr. Lal PathLabs Ltd1:06 am IST

    Dr Lal PathLabs FY27 Q1: Rs 798 crore revenue; 19.1% YoY growth; acquisitions and interim dividend announced

    Financial Performance

    • Revenue for Q1 FY27: Rs 798 crore, up 19.1% YoY.
    • EBITDA: Rs 247 crore, margin 31.0%.
    • PBT: Rs 229 crore, margin 28.7%.
    • PAT: Rs 170 crore, margin 21.4%.
    • EPS: Rs 10.1, up 27.8%.
    • Revenue per patient: Rs 968, up 10%.
    • Test per patient: 3.14, up from 3.07.
    • Interim dividend declared: 50% (Rs 5 per share).
    • Net cash and equivalents: Rs 1,693 crore as of June 30, 2026.

    Operational Highlights

    • Patient volumes: 8.2 million, up 8.2%.
    • Samples: 25.9 million, up 10.7%.
    • 116 new tests launched; 81 genomics assays; four first-in-India tests.
    • SwasthAI WhatsApp bot launched to improve booking journeys.
    • WES turnaround times: 15 days; Express WES: 10 days.
    • Routine tests (~400) delivered in 3 hours for ~90% walk-ins.
    • Dubai subsidiary incorporation marks international expansion milestone.

    M&A and Capital Allocation

    • Acquisition: 80% stake in Sunshine Healthcare Ltd, Ghana; cap not exceeding GHS 45.6 million.
    • Acquisition: 30% stake in Neuome Technologies; Rs 3.5 crore.
    • Cash deployment: primarily for M&A and high-end radiology centers.
    • Capex guidance: Rs 140–150 crore for this year and next.
    • Near-term international contribution not targeted; focus on Africa, Middle East, CIS, Southeast Asia.

    Guidance and Outlook

    • Q1 ahead of forecast; expects mid-teens revenue growth for FY27 after H1 review.
    • CGHS uplift of 2-3% realized; likely continues 2-3 quarters.
    • Pricing increase not planned in H1; reassessment at year-end.
    • Swasthfit contribution near 20% remains; higher realization tests support.
    • International contribution below 5%; improving gradually over 3-5 years.

    Risks and Watchpoints

    • Weather patterns affected Q1 volumes; impact uncertain for next quarters.
    • Currency and inflation may raise material costs; realizations may offset margins.
    • International expansion is longer-term with execution risk.
    Read the original filing
  10. Bank of Baroda11:30 pm IST

    Bank of Baroda Q1 FY2027: NMC settlement hits profit; loan/deposit growth remains robust

    Financial Performance

    • Global business at INR 30.5 lakh crore, YoY growth 15.4%.
    • Advances grew 17.4% YoY; domestic 16.1%, international 23.3%.
    • Retail book grew 18.4%; education 10.8%; home 14.7%; auto 25.3%; mortgage 27.4%.
    • MSME growth 20.3%; corporate loans up 15.3% YoY.
    • Net profit for Q1 FY2027 after exceptional item: INR 1,278 crores.
    • Without exceptional item, net profit would be INR 5,528 crores.
    • NII growth 9.5%; yield on advances 7.37%; NIM 2.77%; cost of deposits 4.66%.

    Asset Quality and Capital

    • GNPA 1.99%; Net NPA 0.50%; PCR 93.28%.
    • Slippage ratio 0.91%; CRILC SMA 1&2 at 0.07% (June 26) vs 0.40% (June 2025).
    • Collection efficiency excluding agriculture 99.2%; CRAR 16.30%; CET1 13.9%; Tier 1 14.41%.
    • ROA 0.25% including exceptional item; would be 1.10% without it; ROE 3.89% vs 16.57% ex-item.
    • Floating provision maintained at INR 2,500 crores.

    Liquidity and Funding

    • FCNR(B) deposits raised ~USD 0.7 billion; cross USD 1 billion by month-end; target USD 4–5 billion.
    • Dollar bond planned; initial up to USD 1 billion; pricing timing will drive further upsizing.
    • Overseas book 16–17% of global; target 19–20% in 2–3 years.
    • ECB funding through overseas branches up to USD 1.5 billion; PSUs via swap window.
    • LCR around 120%; overseas expansion aligned with global trade/capital flows.

    Outlook and Guidance

    • Credit growth guidance: 12–14%; deposit growth guidance: 10–12%.
    • CD ratio target: 84–86%; NIM guidance: 2.75–2.95%.
    • Credit cost guidance: below 0.6%; slippages: 1.0–1.25%.
    • Full-year ROA guidance to be provided after Q2 migration; Q1 ROA was 0.25%.
    • Equity raise plan: INR 8,500 crores by Mar-2028; Tier-2 target ~INR 6,000 crores this year.
    • IT budget: over INR 4,000 crores; hire ~7,000 this year; AI to repurpose workforce.

    Q&A Highlights

    • NMC settlement: USD 600 million paid; no admission of liability; claims discontinued.
    • Treasury income fell vs year ago; IT refund interest of INR 370 crores is part of regular interest.
    • ECL impact: ~110 bps CRAR, 15–20 bps credit cost; ~INR 12,000 crores total ECL impact.
    • Floating provision remains at INR 2,500 crores; capital plan to offset ECL migration.
    • Staff cost rise due to AS-15; ongoing hires and IT investment supported by strong capital position.
    Read the original filing