Tata Motors: Jaguar Land Rover (JLR) reported a 10.7 per cent YoY decline in wholesales to 87,286 units in the first quarter of FY26, in line with expectations amid a planned wind-down of older Jaguar models and disruption due to new US tariffs. Retail sales also fell 15.1 per cent YoY to 94,420 units, reflecting the broader challenges faced during the quarter. Kotak Mahindra Bank: The private lender reported a net advance at the end of Q1FY26 stood at Rs 4.45 lakh crore, marking a 14 per cent increase over Rs 3.90 lakh crore in the same quarter last year. Sequentially, lending activity was up 4.2 per cent compared to Rs 4.27 lakh crore in the March 2025 quarter. Mahindra & Mahindra: The homegrown auto major reported a 20 per cent YoY rise in production for June 2025, reaching 83,435 units compared to 69,441 units in the same month last year. Sales for the month stood at 76,335 units, marking a 14 per cent YoY increase from 66,800 units a year earlier. Export volumes rose marginally by 1 per cent YoY to 2,634 units. Titan Company: The jewellery vertical saw domestic operations grow 18 per cent YoY, led by good traction during Akshaya Tritiya. A sharp rise in gold prices from May to mid-June dented consumer sentiment, leading to flat buyer growth in both Tanishq and CaratLane. Consumers preferred lightweight and lower karatage jewellery, with plain gold growing in mid-teens as of its Q1 update.

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