Daily filing brief

10 Important BSE and NSE Announcements — 30 July 2026

By Daily BrieferPublished

Here are 10 notable company announcements from 30 July 2026. The brief brings the key developments together in one place and keeps the essential details easy to scan.

  1. Housing & Urban Development Corporation Ltd

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

    Reg. 34 (1) Annual Report

    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.
    View source

  2. Maruti Suzuki India Limited

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

    Commencement of commercial production/operations

    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.
    View source

  3. Astra Microwave Products Ltd

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

    Award of Order / Receipt of Order

    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.
    View source

  4. Bajaj Finance Ltd

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

    Financial Results

    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.
    View source

  5. Waaree Energies Ltd

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

    Investor Presentation

    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.
    View source

  6. Laurus Labs Ltd

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

    Earnings Call Transcript

    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.
    View source

  7. Lodha Developers Ltd

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

    Earnings Call Transcript

    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%.
    View source

  8. Aarti Industries Ltd

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

    Press Release / Media Release

    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.
    View source

  9. Dr. Lal PathLabs Ltd

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

    Earnings Call Transcript

    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.
    View source

  10. Bank of Baroda

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

    Earnings Call Transcript

    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.
    View source