Q1 Stocks Updates: Nestle, ACC, Canara Bank, Bajaj Finance, UTI AMC, Motilal Oswal Release Earnings Today
The Indian stock market is buzzing this week on Q1 stocks updates. On July 24, 2025, some of the country’s top companies revealed their financial results for the April-June quarter (Q1 FY26). These include big names like Nestlé India, ACC, Canara Bank, Bajaj Finance, UTI AMC, and Motilal Oswal.
We’re now in the middle of the earnings season. This is when companies show us how much they earned, spent, and grew over the last three months. These numbers help investors, analysts, and business owners understand how the economy is doing.
Let’s break down the latest quarterly Q1 stocks updates from these six major players. We’ll look at who gained, who missed targets, and what it means for the coming months.
Q1 Stocks Updates: What India’s Big Players Reported This Quarter
Nestlé India
We found that Nestlé India’s earnings fell short in Q1 FY26. The company posted a consolidated profit after tax (PAT) of ₹646.6 crore, down 13.4% from ₹747 crore a year ago. Revenue rose a modest 6% to ₹5,096 crore.
The dip in profit was mainly driven by rising prices in cocoa and coffee, which hurt margins. The firm also spent more on expanding manufacturing capacity. Despite slow growth in net income, urban demand remained steady, keeping sales growth alive.
We expect Nestlé to focus on cost control and margin recovery in coming quarters, as commodity prices normalize.
ACC Ltd.
ACC posted robust Q1 results. It recorded its highest-ever quarterly revenue, reaching ₹6,067 crore. Trade sales volumes and premium product mix helped push revenue up nearly 9% year-on-year.
Profitability was equally strong. Operating EBITDA reached ₹830 crore, with margins at 13.7%. Analysts at ICICI Direct noted that this performance was driven by healthy volumes and operational efficiency.
ACC’s strong quarter shows that infrastructure growth and demand in the market remain resilient.
Canara Bank
Canara Bank reported mixed but encouraging results. Net interest income (NII) hovered around ₹9,300-9,600 crore and profits came in between ₹3,900 and ₹4,500 crore estimates varied by source.
Some analysts projected profits as high as ₹4,476 crore, up nearly 15% from ₹3,905 crore a year ago. The bank is managing credit costs well and keeping margins steady amid a benign interest rate cycle.
On the trading front, the stock rose modestly on the day, reflecting steady investor sentiment.
Bajaj Finance & Bajaj Housing Finance
Bajaj Finance’s Q1 results were strong, as analysts had expected. Estimates suggest net profit likely grew up to 19.5% YoY, with net interest income (NII) rising as much as 24%.
Meanwhile, Bajaj Housing Finance reported solid numbers:
- PAT at ₹583 crore (up 21% YoY)
- AUM grew 24% YoY to ₹1.20 lakh crore
- NII surged 33% YoY to ₹887 crore.
They also managed tight control on Opex (21.2% of net income), keeping GNPA at a low 0.30%. This shows strength across both parent and housing finance operations. We see clear momentum in lending and healthy asset quality.
UTI AMC
UTI AMC impressed in Q1. Revenue rose 14% QoQ to ₹346 crore. Operating profit nearly doubled to ₹161 crore (+50%), while PAT surged 56% QoQ to ₹254 crore.
The company also delivered investor value: it announced a total dividend of ₹48 per share (₹26 normal + ₹22 special), ex-date being July 24. The dividend payout, plus growth in margins and revenue, powered a strong run-up in the stock earlier this month.
UTI’s results reflect both operational excellence and shareholder focus via steady returns and rising AMC revenues.
Motilal Oswal Financial Services
Motilal Oswal posted stable yet healthy results. Total income was ₹1,697 crore, down 1.2% QoQ, while operating profit was ₹755 crore (-3.6%). However, PAT jumped 22% YoY to ₹882 crore.
The firm trimmed its FY26 AUM growth guidance slightly to 21-23%, citing competitive pressure and slower real estate demand. Despite this, margin control and efficient operations kept earnings strong.
Q1 Stocks Updates: Key Themes & What to Watch
We see a clear pattern in this quarter: FMCG firms like Nestlé are feeling cost pressures, while infrastructure (ACC) and finance (banks, NBFCs, AMCs) are thriving.
Specifically, interest income is strong across lenders. Housing and consumer finance are growing at double-digit rates. Asset quality remains solid. For AMCs, rising markets and generous dividends help boost profitability.
Looking ahead, we’ll watch raw material trends for Nestlé, margin expansion for ACC, and credit growth/inflation outlook for the financial sector amid RBI policy signals.
Bottom Line
FY26 Q1 stocks updates reflects a mixed landscape. FMCG companies are reeling under input-cost inflation. Yet, infrastructure and finance sectors are powering forward, delivering healthy growth and strong returns. We expect Q2 to clarify whether these trends hold or if rising costs and rate changes shift the balance.
Frequently Asked Questions (FAQs)
Nestlé’s stock is stable with global brand strength. Cost pressures hurt recent profit. We stay neutral. Consider your own goals and risk. No strong buy or sell signal now.
Analysts see UTI AMC around ₹1,280-₹1,313 in one year. Targets reflect modest downside from current level. It shows mixed sentiment from analysts.
Motilal Oswal AMC had mutual fund AUM of ~₹80,100 crore. Its alternatives business (PMS/AIF) manages ~₹30,650 crore. Total AUM is around ₹110,769 crore.
Disclaimer:
This content is for informational purposes only and not financial advice. Always conduct your research