Stock Market Update – July 15, 2025: Earnings in Focus

Here’s a roundup of key Q1 results and stocks to watch in today’s trade. Results Due Today: Watch out for HDFC Life, ICICI Lombard, ICICI Pru Life, HDB Financial, Just Dial, GM Breweries, Bank of Maharashtra, Swaraj Engines, and more as they announce Q1 earnings. Key Q1 Results Out Now: HCL Technologies: • Net Profit: ₹3,843 Cr (🔻 9.7% YoY) • Revenue: ₹30,349 Cr (🔼 8.2% YoY) • EBIT: ₹4,942 Cr (🔼 3.1% YoY) • EBIT Margin: 16.3% vs 17.1% last year • $ Revenue: $3,545 Mn (🔼 5.4%) • Dividend: ₹12/share declared • FY26 Revenue Growth Guidance: 3–5% in constant currency • EBIT Margin Guidance: 17–18% Lower margins and profit despite revenue growth suggest rising costs or pricing pressures. Tata Technologies: • Net Profit: ₹170.3 Cr (🔼 5.1% YoY) • Revenue: ₹1,244.3 Cr (🔻 2% YoY) • EBIT: ₹168.8 Cr (🔻 16.2% YoY) • EBIT Margin: 13.57% vs 15.87% • Other Income: ₹63.6 Cr vs ₹23 Cr Profit rose due to higher other income, but core operating performance weakened. Rallis India: • Net Profit: ₹95 Cr (🔼 98% YoY) • Revenue: ₹957 Cr (🔼 22.2% YoY) • EBITDA: ₹150 Cr (🔼 56.3% YoY) • Margins: 15.67% vs 12.26% Strong all-round performance driven by solid topline growth and improved margins. Takeaway: • HCL Tech’s results are a mixed bag — growth intact, but margins under pressure. • Tata Tech's earnings show signs of softness in operations. • Rallis India stands out with stellar growth and margin expansion. Traders and investors should track today’s earnings and sectoral reactions closely.