Daily filing brief

10 Most Important Filings — 7 August 2026

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

  1. State Bank of India7:24 pm IST

    State Bank of India Q1 FY27 results: net profit ₹21,121 crore; advances and deposits rise

    Financial highlights

    • Net profit for Q1FY27: ₹21,121 crore, up 10.23% YoY.
    • Operating profit: ₹33,529 crore, up 9.77% YoY.
    • Net interest income: ₹46,992 crore, up 14.88% YoY.
    • Domestic NIM: 3.00%; Whole Bank NIM: 2.86%.
    • ROA: 1.11%; ROE: 17.87%.

    Scale and growth

    • Business crossed ₹110 trillion; deposits ₹60 trillion; advances ₹50 trillion.
    • Total advances grew 18.63% YoY; domestic advances grew 18.15%.
    • Foreign offices' advances up 21.38% YoY in rupees; 9.97% in dollars.
    • RAM advances grew 18.20% YoY.
    • Agri advances grew 25.43% YoY.
    • SME advances grew 22.33% YoY.
    • Retail personal advances up 15.15% YoY.
    • Corporate advances grew 18.05% YoY.
    • Deposits grew 9.73% YoY; CASA 39.24%.
    • Retail term deposits up 14.39% YoY.
    • CASA ratio 39.24% as on 30 June 2026.

    Asset quality

    • GNPA 1.47%; down 36 bps YoY.
    • NNPA 0.38%; down 9 bps YoY.
    • PCR incl. AUCA 91.82%.
    • PCR without AUCA 74.20%.
    • Slippage ratio 0.57% for Q1FY27.
    • Credit cost 0.27%.

    Capital adequacy

    • CRAR at 15.67% as of Q1FY27.

    Digital adoption and channels

    • Over 64% of SB accounts opened digitally via YONO.
    • Alternate channels accounted for 98.8% of total transactions.
    Read the original filing
  2. Hindalco Industries Ltd8:20 pm IST

    Hindalco reports record Q1 FY27 revenue, EBITDA and PAT; net debt to EBITDA at 1.95x

    Financials

    • Consolidated revenue ₹84,825 crore, +32% YoY.
    • Consolidated EBITDA ₹14,989 crore, +73% YoY.
    • PAT ₹7,013 crore, +75% YoY.
    • Net debt to EBITDA 1.95x at 30-Jun-2026.
    • Novelis Adjusted EBITDA ₹4,875 crore, +37%.
    • Aluminium Upstream EBITDA ₹7,390 crore, +81%.
    • Copper EBITDA ₹918 crore, +36%.
    • Record quarterly EBITDA across all segments.

    Operational Highlights

    • Novelis Oswego hot mill restarted; ramping up.
    • Bay Minette commissioning underway; shipments expected in Q1 FY28.
    • Aditya FRP, battery foil, battery enclosure, and Inner Grooved Tube progressing.
    • Aluminium Upstream Phase 2 on track to begin metal production in FY28.
    • Copper Tubes and Inner Grooved Tubes fully operational; scaling up.
    • Copper e-waste recycling project to commission in FY27.

    Strategic & Cost Management

    • Run-rate cost savings over $225 million in Q1 FY27; target $350–$400 million by FY28 exit.
    • Long-term EBITDA guidance intact at $600+ per tonne.
    • 600 Kt Bay Minette commissioning underway; shipments expected FY28.

    Sustainability & Governance

    • 65 MW renewable energy project operational at Aditya Aluminium.
    • Total waste utilization 80% in Q1 FY27.
    • Water recycling improved to 29% across operations.
    • Cumulative plantation ~6.34 million trees; biodiversity initiatives at Aditya Aluminium Biodiversity Park.
    • Dalla Stone Quarry backfilling initiative; India’s first.
    • S&P Global CSA: World's Most Sustainable Aluminium Company for sixth consecutive year.

    Debt & Liquidity

    • Gross debt ₹103,515 crore; net debt ₹77,495 crore as of 30-Jun-2026.
    • TTM Adjusted EBITDA ₹39,824 crore.
    • Treasury balance ₹26,020 crore.
    • Net debt to EBITDA 1.95x.
    Read the original filing
  3. Oil India Limited12:15 am IST

    Oil India Q1 FY27: Record standalone PAT ₹2,870 crore; consolidated PAT ₹4,027 crore; production growth

    Financial highlights

    • Standalone PAT highest-ever at ₹2,870 crore in Q1 FY27; up 2.5x YoY.
    • Consolidated PAT ₹4,027 crore in Q1 FY27; up 97% YoY.
    • Crude oil price realisation USD 98.73/bbl in Q1 FY27.
    • Crude oil production rose 11% to 0.950 MMT in Q1 FY27.
    • Highest daily production on 27 June 2026: 10,921 MT.

    Operational highlights

    • Highest-ever daily crude oil production of 10,921 MT (84,109 bbl) on 27 June 2026.
    • Matured oilfields produced 0.950 MMT in Q1 FY27 versus 0.853 MMT Q1 FY26.
    • Discovered natural gas in Vijaya Puram-3, Andaman Basin.
    • Completed highly deviated exploratory well with 3,116 m horizontal displacement in Assam.

    Subsidiary performance

    • NRL PAT rose 167% to ₹1,305 crore; GRM $35.95/bbl; distillate yield 87.58%.
    Read the original filing
  4. Ather Energy Ltd12:01 am IST

    Ather Energy Q1 FY27: First EBITDA-positive quarter; capacity expansion with AURIC; Rs 2,500 crore fundraise; EL scooter launch set.

    Financial Performance

    • EBITDA for Q1 FY27 was Rs 9 crore, margin about 0.8%.
    • Gross margin exited Q4 2026 at 25.4%; Q1 AGM at 22.4%.
    • Commodity hit was 5.6% in Q1; price hikes and SKUs lifted ASP.
    • ASP rose to Rs 1.61 lakh across the country.
    • AtherStack Pro attach rate reached 94% in Q1 2027.
    • Wholesale volume grew 81% YoY to 83,000 units; registrations up 102% to 90,000.

    Demand and Pricing

    • Inquiries rose 95% YoY; preorders up 158% to 1.5 lakh in Q1.
    • Dealer stocks fell from 14 days to 3 days.
    • EL scooter launch and pricing to uplift ASP with new SKU mix.
    • Subsidies: Q1 had partial subsidy; 15–20% of vehicles sold without subsidy.

    Capacity and Projects

    • Hosur capacity currently 35,000 units/month; Aurangabad Phase-1 unlocks 5 lakh/year.
    • AURIC go-live expected later this calendar year, lifting total capacity to 9.2 lakh.
    • Phase-2 to add 5 lakh capacity; total 14.2 lakh; Phase-2 planning; no immediate start.
    • EL scooter production started; 60,000 units/month combined across Hosur and Aurangabad.

    Funding and Capex

    • QIP of Rs 1,300 crore closed; Rs 1,200 crore via preference issue planned.
    • Total fundraise target of Rs 2,500 crore to support capacity expansion.

    Guidance and Outlook

    • Commodity inflation may persist; risk of 100–200 bps further hit.
    • EL expected to lower cost structures; ASP increase partially offset by commodity.
    • Subsidy extension unclear; Q2 subsidies uncertain.
    • Phase-1 ramp to 42,000 units/month in four to five months; go-live by festive period.

    Q&A Highlights

    • Commodity headwinds may continue; EL will lower cost structures in coming quarters.
    • Phase-2 timing is contingent on demand; cautious on precise timeline.
    • Non-vehicle revenue currently 14% of revenue; service revenue potential 2–3%, long-term upside.
    • Policies; Delhi EV policy supportive; Haryana following; PM-E-DRIVE extension uncertain.
    • Tier-2 and Tier-3 stores driving volumes.
    • EL geo strategy: rest of India first, then Middle India, then South India.
    Read the original filing
  5. FSN E-Commerce Ventures Ltd12:01 am IST

    Nykaa Q1 FY27: strong GMV and revenue growth; Nike D2C partnership and Aminu acquisition anchor expansion

    Financial Performance

    • Net revenue for Q1 FY27 was INR 2,782 crores, up 29% YoY.
    • GMV for the quarter was INR 5,590 crores, up 34% YoY.
    • Gross profit INR 1,276 crores; margin 45.9%.
    • EBITDA INR 236 crores; margin 8.5%.
    • PAT INR 80 crores; margin 2.9%.
    • PAT grew 226% YoY to INR 80 crores.

    Segments and Growth

    • Beauty NSV INR 2,371 crores; 29% YoY growth.
    • Fashion NSV INR 451 crores; 54% YoY growth.
    • Beauty EBITDA INR 244 crores; margin 10.3%.
    • Fashion EBITDA margin near breakeven at 0.1%.
    • House of Nykaa annualized NSV INR 2,200 crores; 36% YoY.
    • House of Nykaa annualized GMV INR 3,760 crores; 39% YoY.
    • Nykaa Now present in 13 cities; 1,000+ brands; 60-minute delivery.
    • 11 new stores this quarter; total 324 stores across 105 cities.
    • Largest Nykaa store opened at Ambience Vasant Kunj; 5,000 sq ft.
    • Brand partners above 10,000; 160 added this quarter.
    • AI initiatives: Virtual Closet; Nykaa voice assistant Nynaa handles ~50% of calls.
    • Nykaa consumer base 60 million customers; 33% YoY growth.
    • Aminu acquisition: 51% stake now; 49% later; 3 hero products.
    • Nike D2C platform in India; 1.5 million app installs in under six months.
    • Nike is top 3 brand on Nykaa Fashion.

    Strategic Developments

    • Aminu adds premium dermocosmetics; 3 hero products, strong R&D depth.
    • Nykaa Now accelerates quick-delivery, broadens beauty categories.

    Q&A Highlights

    • Nike partnership: Nike.in marketplace vs end-to-end D2C platform run by Nykaa Fashion.
    • Apparel D2C partnerships provide growth; other brands remain marketplace.
    • Nykaa Now EBITDA drag not evident; higher fulfillment cost offset by purchase frequency.
    • GST-led MRP impact on GMV expected to normalize from Q3.
    • D2C and enterprise lines in fashion expected to contribute beyond current quarter.

    Outlook and Guidance

    • Long-term guidance: 3 to 3.5x growth over 4 to 5 years.
    • Nykaa Now expansion to 25+ cities by end of FY27.
    • Capital efficiency improving; ROCE 26.8% and working capital days under 30.
    Read the original filing
  6. Coastal Corporation Ltd11:28 pm IST

    CARE downgrades Coastal Corporation's bank facilities to CARE D amid FY26 delays and performance

    Rating action

    • Long-term bank facilities Rs 68.28 crore downgraded to CARE D from CARE BB.
    • Long-term/short-term facilities Rs 273.50 crore downgraded to CARE D / CARE D.

    Rated facilities

    • Total facilities rated Rs 341.78 crore.
    • Long-term bank facilities and fund-based limits comprise the above totals.

    Rationale

    • Downgrade due to FY26 operational and financial performance and delays in annual report.
    • Possible impact on credit profile cited by CARE Ratings.

    Outlook / Change since last rating

    • Outlook not disclosed in action; prior rating had Stable outlook.
    • Change since last rating: Downgraded from CARE BB; prior outlook Stable.

    Agency

    • Rating agency: CARE Ratings Limited (CareEdge Ratings).

    Material changes

    • Downgrade from CARE BB to CARE D for both instruments.
    Read the original filing
  7. NLC India Ltd10:03 pm IST

    NLC India Q1 FY27: Standalone PAT ₹374cr; Consolidated PAT ₹436cr; Ghatampur Unit-3 COD achieved.

    Standalone results

    • Revenue from operations ₹2,871.73 crore; total income ₹2,991.47 crore.
    • PBT ₹548.67 crore; tax ₹174.39 crore; PAT ₹374.28 crore.
    • EPS: basic ₹2.38; diluted ₹2.38; NRD-adjusted EPS ₹2.70.
    • Total comprehensive income ₹431.53 crore.
    • OFS disinvestment of 2.73% GOI stake in NLCIL oversubscribed; ₹1,260 crore mobilized.
    • Net movement in regulatory deferral account balances ₹65.42 crore.
    • Regulatory deferral liability ₹413.64 crore recognized; VSVS dispute with DISCOMs.
    • Advances recoverable from M/s BGRIM in respect of NUPPI ₹1,453.69 crore; 100% provision.
    • Ghatampur Unit-3 COD achieved 13-Jun-2026; 1,980 MW fully commissioned.

    Consolidated results

    • Consolidated total income ₹4,867.85 crore; PAT ₹436.33 crore; EPS ₹3.08.
    • Total comprehensive income ₹497.70 crore.

    Milestones & regulatory matters

    • Ghatampur Unit-3 COD achieved; 1,980 MW now commissioned.
    • OFS of GOI stake oversubscribed; government to retain majority ownership.
    • Regulatory deferral liability recognized ₹413.64 crore; VSVS with DISCOMs ongoing.
    • NUPPI/NLC receivable ₹1,453.69 crore; 100% provision.
    • Note on regulatory deferral accounts: ₹50.86 crore quarterly income recognized under deferral.
    Read the original filing
  8. Clean Max Enviro Energy Solutions Ltd5:15 pm IST

    CleanMax FY27 Q1: PAT 55 cr; 2x revenue; FY28 EBITDA guidance INR 3,000 cr; 6 GW contracted; BESS momentum.

    Financial Performance

    • Q1 FY27 PAT stood at INR 55 crores.
    • Revenue from operations rose 107% to INR 832 crores.
    • RE power sales revenue was INR 528 crores; prior quarter INR 358 crores.
    • RE services revenue was INR 300 crores; prior quarter INR 41 crores.
    • Cash EBITDA rose 74% to INR 494 crores; reported EBITDA at INR 462 crores.
    • Net debt at quarter-end was INR 11,809 crores; gross block INR 14,138 crores.
    • Equity base increased to INR 5,831 crores.
    • Operational tariff ~INR 3.93 per unit; contracted under-execution tariff ~INR 4 per unit.
    • Average PPA tenure lies around 23 years.

    Operating Update

    • Data & AI contracted capacity is 42%; ~10x growth since Mar 2024.
    • Calendar 2026 deals with Meta, Apple, Google, Amazon.
    • Total contracted capacity 6 GW; 3.5 GW operational; 2,500 MW under construction.
    • Q1 commissioning: 400 MW RE power sales; 100 MW RE services; total 500 MW.
    • FY27 target: add 1.5 GW opex capacity; 400 MW added in Q1.
    • PPA tenure average 23 years; ~600 unique C&I customers; footprint in 10 states.
    • CTU curtailment at Bikaner ~70%; impact ~13% of run-rate EBITDA.

    Guidance and Outlook

    • FY28 EBITDA guidance: minimum INR 3,000 crores.
    • Opex capacity by 1 Apr 2027: ~4.6 GW (3.1 + 1.5 GW).
    • FY26 EBITDA ~INR 1,290 crores; FY28 target ~INR 3,000 crores, about 2.3x.
    • Credit rating upgrade to AA- enables domestic bond issuance.
    • BESS investments: first project; MOUs with three clients; ~2 hours storage; tariff ~INR 3–3.5.
    • ALMM 2 deferral could lower costs; potential INR 60 lakhs per MW savings on brownfield sites.

    Q&A Highlights

    • Debenture trust deed revised; security cover moved from 0.7x to 1x post-listing.
    • BESS-as-a-Service tariffs expected around INR 3.5 per unit; capex not material this year.
    • Tamil Nadu approvals flux resolved; approvals now moving after brief macro-shift.
    • Pipeline growth: contracted portfolio around 6,000 MW with 40–45% growth rate.
    • Data center growth cadence: 1 GW data-center load requires ~6 GW renewables; emphasis on repeat customers.

    Balance Sheet & Cash Flows

    • Net debt at end-Q1: INR 11,809 crores; gross block: INR 14,138 crores.
    • Debt mix: ~44% against operational assets; ~38% against under-construction assets.
    • Interest cost declined to 8.4% as of June 2026 from 9.4% in April 2025.
    • Run-rate EBITDA referenced as INR 1,870 crores at end of prior fiscal; quarterly run-rate not published.
    • Credit rating upgrade to AA-; bond market access expected.
    Read the original filing
  9. Aarti Industries Ltd11:41 pm IST

    Aarti Industries Q1 FY27: Revenue up 41%, EBITDA up 79%, Zone IV delays, new JV/China plans

    Financial Performance

    • Revenue Rs 2,627 crore, up 41% YoY.
    • EBITDA Rs 385 crore, up 79% YoY.
    • PAT Rs 155 crore, up 260% YoY.
    • Working capital expansion raised debt and finance costs.
    • FY27 CAPEX guidance Rs 700-800 crore; Rs 180 crore deployed in Q1 FY27.

    Operating Update

    • Energy business volumes steady; West Asia revenue share fell to 2%.
    • Energy capacity expanded to 360 KTPA from 290 KTPA.
    • Non-energy demand mixed; polymers soft; dyes headwinds; pharma stable; agro volumes lower.
    • NCB value chain exports benefited from China export tax rebates suspension.
    • Zone IV delays; five chemistries; commissioning FY27–FY29; Augene and RESL to commission.
    • MPP and calcium chloride unit to commission this year.
    • Zone IV ramp-up slower than plan; 2–4 quarters to PAT impact.
    • Exports 59% of revenue; volumes to rise in Q2.

    Capex and Projects

    • Augene JV commissioning planned in Q2 FY27; 50-50 PAT consolidation.
    • SABIC backward integration project; commissioning Sep-Oct 2027.
    • Zone IV chlorotoluene delays due to labor shortages; 97% equipment erected; 85% piping.
    • Energy capacity expansion to 360 KTPA completed; ramp-up over next 12 months.

    Guidance and Outlook

    • FY27 CAPEX on track; Rs 700-800 crore; Rs 180 crore deployed in Q1.
    • Capex intensity to reduce from next year; focus on high-growth niche projects.
    • Zone IV ramp-up expected in 2–4 quarters; Augene contribution visible in PAT.
    • Exports share 59% of revenue; volumes to rise in Q2.

    Q&A Highlights

    • Rohit Nagraj asks Zone IV ramp impact on FY28; management confirms ramp and on-track JVs.
    • Inventory and FX gains estimated at INR 50-60 crore; volatility explained.
    • Arun Prasath asks Augene steady-state; first sale happened; ramp 1–2 years.
    • Aditya Khetan asks EBITDA trajectory; volatility cited; underlying performance discussed.
    • Archit Joshi asks SABIC backward integration timeline; completion around Sep-Oct 2027.
    Read the original filing
  10. DLF Ltd8:50 pm IST

    DLF Ltd Q1 FY27: resilient cash flow; FY28 margin inflection as Arbour contributions begin

    Financial Performance

    • Q1 FY27 revenue for DLF Limited: INR 1,605 crores; EBITDA 476 crores.
    • Net profit for the quarter: INR 794 crores, up from INR 766 crores YoY.
    • Total collections for the quarter: INR 2,406 crores.
    • Operating cash flow exceeded INR 1,300 crores in the quarter.
    • Net cash position at quarter-end: INR 15,200 crores; ~INR 11,000 crores in RERA; 70% escrow.
    • New sales bookings for the quarter: INR 657 crores; deferment of Aureva launch.
    • Rental portfolio exceeds 50 million sq ft; occupancy over 95% (space) and over 97% (value).
    • Goa mall OC achieved; all three malls to be operational this financial year.
    • FY28 inflection point expected as large products like Arbour contribute to P&L.
    • Gross margin potential stands at about INR 39,000 crores.

    Operating Update

    • DCCDL revenue: INR 1,917 crores; EBITDA 1,474 crores; PAT INR 717 crores.
    • DCCDL PAT growth: over 20% YoY; Q4 benefited from one-time entries (~INR 780 crores).
    • From this quarter, DLF reports development and rental segments separately; rental scale shown across DLF, DCCDL, Atrium.
    • Rental market update: Midtown Plaza fully operational; Summit Plaza opened; Goa mall OC; leasing ramp.
    • Green shoots in GCC/multinationals; expect momentum in Q2–Q3 after uncertainty.
    • Dahlias velocity improving; 3-year cycle; next phases expected over ~3 years to complete sales.
    • Aureva launch after RERA approvals; Hamilton 2 planned in H2 FY27.
    • Goa residential PIL; Goa project on track; INR 20 billion guidance intact.
    • Mumbai launch follow-through; potential ~5 million sq ft development.

    Balance Sheet and Cash Flow

    • Goa mall leasing 64% as of 31 July; target 85–90% in 6–8 weeks.
    • Net cash end-Q1: INR 15,200 crores; ~INR 11,000 crores in RERA; 70% in escrow.
    • CAM charges up by 2–2.5% due to minimum wage revisions; tenants have not pushed back.
    • DCCDL borrowing rate for the quarter: 7.14%.

    Projects and Capex

    • Downtown Gurgaon Phase 2 and Downtown Chennai Phase 2 capex underway; leasing Gurgaon ~40%; Taramani ~17–18%.
    • Total RentCo under construction exceeds 11–12 million sq ft; includes Downtown/Gurgaon, Chennai, Atrium.
    • Aureva and Hamilton 2 launches; Aureva after RERA approvals; Hamilton 2 in H2 FY27.
    • Cyber City 2: 70–80 acres consolidated; final sizing/start decision next year.

    Outlook and Guidance

    • FY28 expected inflection as Arbour and other large products contribute to P&L.
    • Goa component of INR 20,000 crores guidance on track.
    • Gross margin potential around INR 39,000 crores.

    Q&A Highlights

    • Dahlias: 34 units sold last quarter; 65% sold; Experience Center post-Diwali.
    • Aureva launch pending RERA approvals; Hamilton 2 expected in H2 FY27.
    • Goa PIL on track; 20 billion guidance intact.
    • Mumbai expansion: follow-through; potential ~5 million sq ft development.
    • Data centers: DL F focusing on real estate; no ownership/run of data centers.
    • Exit rentals for FY27 expected between INR 7,300 and INR 7,500.
    Read the original filing