July 29, 2025, will be one of the most important days in the Indian corporate earnings season. Over 90 companies, including large caps like Larsen & Toubro (L&T), NTPC, Asian Paints, and Varun Beverages, are scheduled to announce their Q1 FY26 results. This is expected to create a ripple effect across the stock market, influencing both Nifty50 and Sensex movements.
Quarterly
earnings are a window into how companies are performing and adjusting to
broader economic realities rising interest rates, geopolitical uncertainty, and
evolving consumer behavior. Investors, analysts, and traders will be watching
closely.
Let’s dive deep
into what to expect from this mega earnings day, which sectors may
surprise, and which stocks could move big.
The Companies in Focus on July 29
Here are some
of the key companies announcing Q1 results and what the street expects:
1. L&T (Larsen & Toubro Ltd)
India’s
infrastructure giant is expected to post robust earnings driven by strong order
inflows in both the domestic and Middle Eastern markets. Analysts predict a 15–20%
rise in revenue, with steady margins.
What to Watch:
- Growth in order book
- Profit from Middle East and infra
verticals
- Any update on L&T Infotech or
Mindtree
2. NTPC Ltd
The country’s
largest thermal and renewable power producer is likely to benefit from
increased electricity demand during the hot summer months. The transition
towards green energy and stable coal prices will also play a role.
What to Watch:
- Capacity utilization (PLF)
- Renewable energy revenue share
- Margins and fuel cost pass-through
3. Asian Paints
Asian Paints
will offer insights into urban and rural demand trends. While raw material
prices are cooling off, demand recovery in rural India remains slow.
What to Watch:
- Volume vs value growth
- Raw material impact on gross
margins
- Decorative vs industrial paint
segment performance
4. Varun Beverages
As the official
bottler for PepsiCo in India, Varun Beverages benefits directly from soaring
summer demand. Q1 is traditionally its strongest quarter.
What to Watch:
- Volume growth in rural and Tier-2
markets
- Margin expansion due to operating
leverage
- International segment performance
5. Bank of India
One of India’s
key public sector banks, Bank of India is expected to report healthy credit
growth, improvement in net interest margin (NIM), and stable asset
quality.
What to Watch:
- Slippage and provisioning numbers
- Loan growth in retail and
corporate segments
- Fee income trends
6. Piramal Enterprises
A diversified
financial services player with real estate and pharma exposure, Piramal will
shed light on the health of India’s NBFC sector.
What to Watch:
- Loan book quality
- Any asset monetization update
- Retail loan traction post DHFL
integration
7. New India Assurance and Star Health
Insurance
companies are seeing better underwriting discipline post-COVID. These two will
show if health insurance demand remains strong.
What to Watch:
- Claim ratio
- New business premium growth
- Loss ratio improvement
Sector-Wise Earnings Breakdown
Engineering & Infrastructure
- L&T, J Kumar Infraprojects, Dilip
Buildcon, Gateway Distriparks
Outlook: Capex cycle is strong, government
infra projects are rolling. Execution pace and order wins will be the key
drivers.
Power & Utilities
- NTPC, GE Vernova TD India, Power
Grid (this week)
Outlook: Focus on renewable projects, PLF
improvement, and margins.
FMCG & Consumer Durables
- Asian Paints, Amber Enterprises, V-Guard,
Nilkamal, Emami Paper Mills
Outlook: Cooling inflation may boost margins,
while urban demand stays resilient.
Banking & Financials
- Bank of India, Piramal Enterprises, Northern
Arc Capital, Master Trust, Dalal Street Investments
Outlook: Credit growth, digital lending
adoption, and asset quality will dominate.
Pharmaceutical & Healthcare
- Jubilant Pharmova, Strides Pharma, Kopran,
Bliss GVS, Sun Pharma (later this week)
Outlook: U.S. generics market, currency
tailwinds, and API exports will drive performance.
Auto & Auto Components
- Gabriel India, ASK Automotive, Bharat
Gears, NRB Bearings
Outlook: EV component shift, OEM demand, export
recovery.
Realty
- Kolte-Patil Developers, Arvind Ltd, Manaksia
Steels
Outlook: Steady growth in new launches.
Affordable housing is in focus.
Full List of Companies Reporting on July 29, 2025
Over 90
companies will declare results. Key names include:
- L&T
- NTPC
- Asian Paints
- Varun Beverages
- GE Vernova TD
- Bank of India
- Piramal Enterprises
- New India Assurance
- Star Health
- Amber Enterprises
- V-Guard
- Jubilant Pharmova
- Welspun Corp
- Deepak Fertilisers
- International Gemmological
Institute India
- Nilkamal
- Blue Dart Express
- Siyaram Silk Mills
- Gabriel India
- Jagran Prakashan
- HeidelbergCement
- Gateway Distriparks
- Zee Media
- ...and many others
Expected Market Impact
- Nifty 50 and Sensex Volatility: With large-cap names reporting,
expect market-wide ripples.
- Sectoral Moves: Infra, FMCG, power, pharma, and
BFSI stocks may lead gains or losses.
- Stock-specific Spikes: Traders should keep an eye on
post-result reactions for stocks like L&T, Asian Paints, and NTPC.
Fliptheloss Investment Risk Advisory
Caution
for Retail Investors:
While quarterly
earnings provide short-term momentum, long-term returns depend on broader
fundamentals. Investors are advised to:
- Avoid knee-jerk reactions
post-results
- Diversify across sectors
- Focus on management commentary,
not just numbers
- Use stop losses if trading on
results
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safe investing tips, visit fliptheloss.in, where we simplify finance for
everyone in clear, simple language.
Conclusion: A Day That Could Shape the Quarter
Tuesday, July
29, 2025, is not just
another day on the financial calendar. It’s a litmus test for India Inc.
across sectors showcasing resilience, performance, and forward outlook.
Whether it’s
L&T’s infra push, NTPC’s renewable expansion, or Asian Paints’ demand
cycle this earnings day will guide investors into August and beyond.
Expect strong movements, and as always, stay informed.
Bookmark Fliptheloss.in for detailed post-result
analysis, smart investing guides, and stock-specific news tailored to retail
investors.
