Daily filing brief

10 Important BSE and NSE Announcements — 7 August 2026

Here are 10 notable company announcements from 7 August 2026. The brief brings the key developments together in one place and keeps the essential details easy to scan.

By Daily BrieferPublished

  1. State Bank of India

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

    Press Release / Media Release

    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 primary exchange filing

  2. Hindalco Industries Ltd

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

    Investor Presentation

    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 primary exchange filing

  3. Oil India Limited

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

    Press Release / Media Release

    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 primary exchange filing

  4. Ather Energy Ltd

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

    Earnings Call Transcript

    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 primary exchange filing

  5. FSN E-Commerce Ventures Ltd

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

    Earnings Call Transcript

    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 primary exchange filing

  6. Coastal Corporation Ltd

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

    Credit Rating

    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 primary exchange filing

  7. NLC India Ltd

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

    Financial Results

    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 primary exchange filing

  8. Clean Max Enviro Energy Solutions Ltd

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

    Earnings Call Transcript

    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 primary exchange filing

  9. Aarti Industries Ltd

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

    Earnings Call Transcript

    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 primary exchange filing

  10. DLF Ltd

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

    Earnings Call Transcript

    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 primary exchange filing