BSE Sensex 30 Stocks Regulatory Filings — July 27, 2026

27-07-2026

Larsen & Toubro disclosed that SES ESG Research Private Limited revised its ESG score from 71.3 to 69.8 as of June 24, 2026. The decline was driven by lower Environmental and Social performance, while Governance performance improved. The company did not engage SES for the rating.

• · Environmental performance was impacted by renewable energy usage, sustainable procurement, supplier assessments and wastewater management.
• · Social performance was affected by safety incidents, workplace grievances, diversity-related metrics and customer complaints.
• · Governance performance improved due to strong Board oversight, clean audit reports and enhanced ESG disclosures, though moderated by certain independence and related party transaction concerns.
• · The company did not engage SES for the ESG rating; SES independently prepared the report based on public domain data.

27-07-2026

HDFC Bank announced the conclusion of an internal review regarding its 2017 and 2021 deposit arrangement with Maharashtra State Road Development Corporation (MSRDC). The Board found employee conduct constituted 'business overreach' without mala fide intent, but issued warning letters and a monetary penalty of ₹1 lakh to three senior employees, including the Managing Director & CEO, CFO, and Group Head – Retail Assets. The matter has been communicated to the RBI, indicating potential regulatory scrutiny despite no formal disclosure obligation under SEBI LODR.

• · The internal review was initiated following an intimation on May 28, 2026.
• · The Board meeting was held on July 23, 2026, where the Special Disciplinary Committee of Independent Directors recommended the actions.
• · The penalty of ₹1 lakh was imposed on three senior employees, while warning letters were issued to remaining employees.
• · The matter does not trigger any disclosure obligation under SEBI LODR but is disclosed voluntarily for good governance.
• · The Board directed that the matter be communicated to the Reserve Bank of India.

27-07-2026

Sun Pharmaceutical Industries Limited has informed the exchanges that its partner Philogen has resubmitted a Marketing Authorization Application (MAA) to the European Medicines Agency (EMA) for Nidlegy™ (Daromun), an investigational neoadjuvant treatment for locally advanced, fully resectable melanoma. The updated application is based on longer follow-up data (33 months vs. 21 months) from the Phase III PIVOTAL study, which showed Nidlegy reduced the risk of relapse or death, and includes additional CMC information to address prior regulatory questions. While the resubmission represents progress, the drug remains investigational and regulatory approval is not guaranteed.

• · The updated MAA includes additional post-hoc analyses focused on event-free survival.
• · Clinical data from the 2024 submission were published in Annals of Oncology (Kähler et al., 2025, 36, 1166).
• · Updated data have been accepted for publication in the Journal of Clinical Oncology (doi 10.1200/JCO-26-00852).
• · Safety profile of Nidlegy was characterized mostly by low-grade, local adverse events.
• · Additional supporting data include safety data from the ongoing Phase III NeoDREAM study and Phase II studies in non-melanoma skin cancer.
• · Nidlegy is partnered with Sun Pharma for Europe, New Zealand, and Australia.
• · There is currently no approved drug for neoadjuvant treatment of locally advanced fully resectable melanoma.

27-07-2026

NTPC presented its FY26 performance and long-term strategy at the 22nd Annual Analysts and Institutional Investors Meet on July 27, 2026. The company reported a record consolidated group profit of ₹27,546 crore in FY26 (up 15% YoY) and a group capex of ₹55,986 crore, while adding 9.6 GW of capacity. However, standalone EBITDA growth remained modest at a 5.48% CAGR over five years, and profit from subsidiaries declined to ₹3,312 crore in FY26 from ₹4,139 crore in FY25.

• · India's GDP growth estimated at 6.4% in 2026, more than 1.4x China's 4.6% and ~3x the US's 2.3%.
• · India's total installed capacity reached 549 GW as of June 2026 (+13% YoY), with non-fossil fuel capacity at 297 GW (+22% YoY) and solar at 162 GW (+40% YoY).
• · NTPC's coal stations achieved a PLF of 72.04% in FY26, maintaining a clear lead over the All-India average of 69.5%.
• · Trade receivables days improved to 31 days in FY26 from 34 days in FY25.
• · Coal supply from captive mines accounted for ~18% of total coal requirements in FY26.
• · No fuel supply related under-recovery since FY20.
• · NTPC's standalone net worth grew at a 5-year CAGR of 7.94% to ₹1,74,688 crore as of FY26.
• · Group debt increased to ₹2,67,258 crore as of 31.03.2026 from ₹2,47,572 crore a year earlier.
• · NTPC aims to contribute 30 GW towards India's target of 100 GW nuclear capacity by 2047.
• · The company has identified 30+ sites for nuclear projects and is conducting site studies at 10 locations.
• · Pumped storage project portfolio totals 18.01 GW, with 3.81 GW operational and 13.20 GW under planning.
• · The Pudimadaka Green Hydrogen Hub will be powered by ~5 GW RE-RTC and produce 1,400 TPD of hydrogen.
• · NTPC's R&D wing NETRA is working on VRFB & CO2-based energy storage, coal gasification, and CCUS.
• · Consultancy contracts for 6.6 GW have been awarded to NTPC under the International Solar Alliance (ISA).

27-07-2026

Bharat Electronics Limited (BEL) reported a 25.3% YoY increase in standalone revenue from operations to ₹5,53,306 Lakh for the quarter ended June 30, 2026, with profit after tax rising 8.2% YoY to ₹1,04,833 Lakh. The Board also approved a proposal to increase the authorized share capital from ₹750,00,00,000 to ₹10,00,00,00,000, subject to shareholder approval. However, the company's subsidiaries reported a net loss of ₹464 Lakh for the quarter.

• · The Board meeting commenced at 01:45 P.M. and concluded at 03:45 P.M. on July 27, 2026.
• · The auditors issued an unmodified (clean) conclusion on both standalone and consolidated financial results.
• · The comparative financial results for Q1 FY26 were reviewed by the same auditor with an unmodified conclusion.
• · The company has two subsidiaries (BEL Optronic Devices Limited and BEL-Thales Systems Limited) and two associates (GE BE Private Limited and BEL IAI Aerosystems Private Limited).

27-07-2026

HCLTech announced a research report by Economist Enterprise, supported by HCLTech, on AI in the TMT industry. The report finds that while 91% of organizations believe AI investments are delivering results, only one-third can measure the business value created, and only 20% have an AI upskilling strategy. The research highlights a gap between executive optimism and measurable business impact, with governance actively shaping AI systems in only 17% of organizations.

• · The report is based on insights from more than 200 C-suite executives across telecom, media, technology and semiconductor organizations in the U.S. and Europe.
• · HCLTech consolidated revenues as of 12 months ending June 2026 totaled $14.8 billion.
• · HCLTech has more than 223,000 people across 60 countries.

27-07-2026

State Bank of India has informed the stock exchanges that its Central Board will meet on August 7, 2026, to consider the financial results for Q1 FY27 (quarter ended June 30, 2026). An analyst meet will follow the same day at 5:15 PM. The trading window for designated persons has been closed since July 1, 2026, and will reopen 48 hours after the results are declared.

• · Board meeting scheduled for Friday, 7th August 2026 in Mumbai.
• · Analyst meet to be held on 7th August 2026 at 5:15 PM at State Bank Bhavan Auditorium.
• · Trading window closed from 1st July 2026 for designated persons and their relatives.
• · Trading window will reopen 48 hours after the declaration of Q1FY27 results.

27-07-2026

Titan Company Limited held its 42nd Annual General Meeting (AGM) on July 27, 2026, via video conferencing, where shareholders approved all five ordinary resolutions, including the adoption of audited financial statements for FY2026, a dividend of ₹15 per equity share, and the re-appointment of directors. The meeting also marked the last AGM for Vice-Chairman Noel N. Tata, who is retiring in November 2026 after over 23 years of service, with the Chairman acknowledging his instrumental role in the company's growth. No financial performance data or period-over-period comparisons were provided in this filing.

• · The AGM was conducted via Video Conferencing/Other Audio-Visual Means, with no physical attendance of members.
• · All five resolutions were passed by ordinary resolution, including the re-appointment of Mr. Noel Naval Tata as a director retiring by rotation and the appointment of Dr. S Vijayakumar as Director.
• · The Statutory Auditors' Report and Secretarial Audit Report for FY2026 contained no qualifications, observations, or adverse remarks.
• · Remote e-voting was open from Thursday, 23rd July 2026 at 9:00 a.m. IST to Sunday, 26th July 2026 at 5:00 p.m. IST.
• · The meeting concluded at 5:10 p.m. IST, lasting approximately 2 hours and 40 minutes.

27-07-2026

Asian Paints Limited announced that SES ESG Research Pvt. Ltd. has assigned it an ESG score of 76.8, an improvement from the previous score of 74.1. However, the company has identified factual inaccuracies in SES's report and has requested a review, with any revised score to be disclosed later.

• · The ESG score was assigned based on publicly available information without any engagement by the company.
• · The communication from SES was received after working hours on Friday, 24th July 2026 at 8:22 p.m. IST.
• · The company has informed SES of factual inaccuracies and is awaiting a response; any revised score will be disclosed later.

27-07-2026

Axis Bank Limited has informed the stock exchanges about a scheduled group meeting with select institutional investors on August 4, 2026, to be held virtually in Mumbai. The presentation for the meeting is available on the bank's website. This is a routine disclosure under SEBI regulations and does not contain any financial results or material business updates.

• · The meeting is scheduled for August 4, 2026.
• · The meeting will be held virtually in Mumbai.
• · The presentation is available on the bank's website at https://www.axis.bank.in/shareholders-corner/financial-results-and-other-presentation.

27-07-2026

Tata Consultancy Services Limited has informed the stock exchanges about a scheduled physical meeting with an investor group on July 30, 2026, at 4:30 PM IST in Mumbai, involving Key Managerial Personnel. This is a routine disclosure under Regulation 30 of SEBI LODR Regulations and does not contain any financial results or material business developments.

• · The meeting is scheduled for July 30, 2026, at 4:30 PM IST in Mumbai.
• · The mode of the meeting is physical.
• · The schedule is subject to change.