BSE Sensex 30 Stocks Regulatory Filings — July 31, 2026

31-07-2026

Bajaj Finserv reported consolidated revenue of ₹42,037 Cr for Q1 FY2027, up 19.1% YoY, and consolidated PAT of ₹6,297 Cr, up 18.2% YoY. However, PAT attributable to owners grew only 12.3% to ₹3,132 Cr, and excluding mark-to-market gains, growth was just 5%. The insurance subsidiaries saw sharp PAT declines: Bajaj General PAT fell 27.6% to ₹478 Cr due to lower capital gains and higher loss ratios, while Bajaj Life PAT dropped 70.2% to ₹51 Cr. In contrast, Bajaj Finance delivered strong PAT growth of 27.4% to ₹5,986 Cr, driven by lower loan losses and robust AUM expansion of 23.9%.

• · Bajaj General's solvency margin stood at 254% vs regulatory norm of 150%.
• · Bajaj Life's solvency remained healthy at 285%.
• · Bajaj Housing Finance's capital adequacy ratio was 21.59% vs regulatory requirement of 15.0% (Tier-1 capital 21.17%).
• · Bajaj Finance's annualized loan losses to average AUF improved from 1.87% in Q1 FY2026 to 1.54% in Q1 FY2027.
• · Bajaj AMC ranked 26th amongst all Mutual Funds with equity mix at 63% and non-group share at 90.9% of total AUM.
• · Bajaj AMC SIP folios grew 69% YoY.
• · Bajaj Financial Securities retail and HNI customer franchise grew 41.1% YoY to 14.9 Lakh.
• · Group market capitalisation stood at ₹1,160,000+ Cr as of 27 July 2026.
• · Group consolidated AUM was ₹750,000+ Cr as of 30 June 2026.
• · Group consolidated revenue for FY2026 was ₹150,500+ Cr and consolidated PAT was ₹9,800+ Cr.
• · Bajaj General's ROE (annualized @200% solvency) estimated at ~17.3%.
• · Bajaj Life's retail protection grew 60% with 12% product mix.
• · Bajaj Life renewal growth continued at 18% for Q1 FY2027.
• · Bajaj Finance booked 1.61 crore new loans in Q1 FY2027 vs 1.35 crore in Q1 FY2026, growth of 20%.
• · Bajaj Finance added 51 lakh new customers during the quarter.
• · Bajaj Finserv Direct revenue back on growth trajectory after planned digital customer journey enhancements.
• · Bajaj Finserv Health had muted revenue growth due to planned business model realignment.
• · Bajaj AMC SIP book grew 66% YoY to ₹189 Crore as of June 2026.
• · Bajaj Financial Securities AUM grew 60.2% YoY to ₹9,770 Cr.
• · AI initiatives realized impact: loan disbursements ₹2,500+ Crore; insurance subsidiaries revenue ₹60+ Crore in Q1 FY2027.

31-07-2026

Sun Pharmaceutical Industries reported consolidated revenue from operations of ₹152,998.8 million for Q1 FY27, up 10.5% YoY from ₹138,514.0 million in Q1 FY26. Net profit after taxes and non-controlling interests rose 27.0% YoY to ₹28,947.9 million, driven by strong operational performance and lower exceptional charges. However, standalone revenue grew only 2.6% YoY to ₹57,411.3 million, while standalone net profit surged 49.7% YoY to ₹11,151.4 million, partly aided by a sharp reduction in exceptional items.

• · Consolidated exceptional items for Q1 FY27 were ₹2,040.9 million, down from ₹8,180.0 million in Q1 FY26.
• · Standalone exceptional items for Q1 FY27 were ₹315.3 million, down from ₹2,876.4 million in Q1 FY26.
• · Consolidated R&D expenses for Q1 FY27 were ₹8,076.6 million, down 8.6% YoY from ₹8,841.0 million.
• · Standalone R&D expenses for Q1 FY27 were ₹4,635.9 million, down 24.6% YoY from ₹6,146.9 million.
• · Consolidated other comprehensive income (OCI) was ₹15,091.5 million in Q1 FY27 versus ₹1,274.2 million in Q1 FY26.
• · Standalone OCI was ₹1,443.3 million in Q1 FY27 versus ₹196.8 million in Q1 FY26.
• · Consolidated finance costs rose 33.2% YoY to ₹996.7 million from ₹748.0 million.
• · Standalone finance costs rose 16.8% YoY to ₹2,784.8 million from ₹2,384.2 million.

31-07-2026

Trent Limited has sent a letter to identified shareholders urging them to claim unclaimed dividends before the amounts are transferred to the Investor Education and Protection Fund (IEPF). The letter details the process for claiming dividends for various years, with deadlines ranging from August 2026 to July 2032. This is a routine regulatory compliance intimation under Regulation 30 of SEBI (LODR) Regulations, 2015, and does not contain any financial performance data or material business developments.

• · Shareholders must claim dividends by specific deadlines ranging from 17-Aug-2026 to 19-Jul-2032 depending on the dividend payment date.
• · Unclaimed dividends will be transferred to the IEPF after seven years from the date of transfer to the unpaid dividend account.
• · Shareholders can claim transferred dividends from IEPF by submitting an online application in Form IEPF-5 on www.iepf.gov.in.
• · The company's Registrar and Transfer Agent is MUFG Intime India Private Limited.

31-07-2026

Bharti Airtel disclosed receipt of a financial disincentive order from TRAI for INR 6,30,000 (Rupees Six Lakh Thirty Thousand only) for alleged non-compliance of the Telecommunication Mobile Number Portability Regulations, 2009. The company has opted not to contest and will pay the penalty. The financial impact is minimal relative to Airtel's scale.

• · Order received on July 30, 2026 at 1621 Hrs IST.
• · Alleged non-compliance relates to Telecommunication Mobile Number Portability Regulations, 2009.
• · Company has opted not to contest and will pay the financial disincentive.

31-07-2026

ITC Limited reported a mixed set of results for Q1 FY27 (quarter ended June 30, 2026). On a standalone basis, revenue from operations grew 27.9% YoY to ₹26,943.23 Cr, driven by a sharp increase in excise duty on cigarettes following the expiry of GST compensation cess. However, profit before tax declined 27.3% YoY to ₹4,759.41 Cr, and profit after tax fell 27.1% YoY to ₹3,578.82 Cr, as the excise duty hike significantly compressed margins. The FMCG-Cigarettes segment, the largest profit contributor, saw its segment result drop 35.1% YoY to ₹3,341.23 Cr. On a positive note, the FMCG-Others segment (branded packaged foods, personal care) continued to grow, with segment revenue up 12.0% YoY and EBITDA rising 15.9% YoY to ~₹631.06 Cr. The company also completed the acquisition of Sproutlife Foods Private Limited as a subsidiary and increased its stake in Mother Sparsh Baby Care Private Limited to 49.32%.

• · Standalone excise duty jumped to ₹10,035.63 Cr in Q1 FY27 from ₹1,309.07 Cr in Q1 FY26, a 666% increase, due to the GST compensation cess expiry and government duty hike.
• · Standalone FMCG-Cigarettes segment revenue rose 80.6% YoY to ₹15,383.55 Cr, but segment profit fell 35.1% YoY to ₹3,341.23 Cr, reflecting the excise duty impact.
• · Standalone FMCG-Others segment revenue grew 12.0% YoY to ₹6,481.95 Cr, with EBITDA of ~₹631.06 Cr (up 15.9% YoY).
• · Standalone Agri Business segment revenue declined 16.6% YoY to ₹8,082.06 Cr, and segment profit fell 18.4% YoY to ₹353.79 Cr.
• · Standalone Paperboards, Paper & Packaging segment revenue grew 9.0% YoY to ₹2,307.24 Cr, and segment profit rose 37.9% YoY to ₹224.22 Cr.
• · The company acquired Sproutlife Foods Private Limited as a subsidiary effective April 1, 2026, and recognized a ₹405.88 Cr exceptional gain on re-measurement of its existing interest.
• · On May 19, 2026, ITC acquired additional shares in Mother Sparsh Baby Care Private Limited, increasing its stake to 49.32%.
• · Consolidated basic EPS fell to ₹3.51 from ₹4.19 in the prior year quarter.
• · The auditors issued an unmodified (clean) review report on both standalone and consolidated results.

31-07-2026

Maruti Suzuki India Limited reported standalone revenue from operations of ₹524,557 million for Q1 FY27 (quarter ended June 30, 2026), up 35.9% YoY from ₹385,930 million in Q1 FY26. However, standalone profit after tax (PAT) declined 10.8% YoY to ₹33,521 million from ₹37,581 million, and EPS (basic) fell to ₹106.62 from ₹119.53. Consolidated results mirrored the standalone trend: revenue grew 35.9% YoY to ₹524,698 million, while PAT declined 9.1% YoY to ₹34,469 million and EPS (basic) dropped to ₹109.63 from ₹120.62.

• · Standalone other income fell to ₹18,737 million in Q1 FY27 from ₹18,879 million in Q1 FY26, a marginal decline of 0.8%.
• · Standalone total expenses rose 40.5% YoY to ₹499,881 million, outpacing revenue growth.
• · Standalone cost of materials consumed increased 45.9% YoY to ₹320,132 million.
• · Standalone employee benefits expense grew 20.3% YoY to ₹24,569 million.
• · Standalone depreciation and amortisation rose 14.4% YoY to ₹17,800 million.
• · Standalone finance costs increased 35.7% YoY to ₹635 million.
• · Consolidated share of profit of associates jumped to ₹891 million from ₹296 million YoY, a 201% increase.
• · Consolidated share of profit of joint ventures rose to ₹86 million from ₹59 million YoY, a 45.8% increase.
• · Standalone EPS (basic) for the full year ended March 31, 2026 was ₹459.46; consolidated was ₹466.90.

31-07-2026

Tata Steel Limited has announced the availability of the audio-video recording of its 1QFY2027 Earnings Discussion, held on July 31, 2026, following the approval of financial results for the quarter ended June 30, 2026 by the Board on July 30, 2026. The filing is a procedural disclosure under SEBI LODR regulations and does not contain any financial figures or performance data.

• · The audio-video recording is available at: https://www.tatasteel.com/investors/financial-performance/analyst-call-recording/
• · The filing was made under Regulation 30 read with Para A of Part A of Schedule III of SEBI LODR Regulations, 2015

31-07-2026

HCL Technologies announced the retirement of Ms. Nishi Vasudeva as an Independent Director effective July 31, 2026, upon completion of her second term. She also ceased to be Chairperson of the Stakeholders’ Relationship Committee and a member of the Audit, Risk Management, and Nomination & Remuneration Committees. The company expressed appreciation for her contributions.

• · Ms. Vasudeva's second term as Independent Director concluded on July 31, 2026.
• · She ceased to be Chairperson of the Stakeholders’ Relationship Committee and Member of Audit Committee, Risk Management Committee, and Nomination & Remuneration Committee.
• · The filing was made under Regulation 30 of SEBI Listing Regulations.
• · No new appointments were announced as part of this filing.

31-07-2026

State Bank of India announced the superannuation of two senior executives, including Deputy Managing Director & Chief Credit Officer Ashok Kumar Sharma and CFO Kameshwar Rao Kodavanti, effective July 31, 2026. New responsibilities have been assigned to Satyendra Kumar Singh as Deputy Managing Director & Chief Credit Officer and Varinder Khanna as Deputy Managing Director (CCG-II), while Sunil Ramgopal Agrawal will take over as CFO from August 1, 2026. The changes are routine succession events with no financial impact disclosed.

• · The superannuation of Ashok Kumar Sharma and Kameshwar Rao Kodavanti is effective July 31, 2026.
• · Satyendra Kumar Singh has been entrusted with the role of Deputy Managing Director & Chief Credit Officer and Chief Sustainability Officer.
• · Varinder Khanna has been appointed as Deputy Managing Director (CCG-II) Commercial Client Group.
• · Sunil Ramgopal Agrawal will assume the role of Chief Financial Officer and Key Managerial Personnel from August 1, 2026.

31-07-2026

Bharat Electronics Limited (BEL) has announced receipt of additional orders worth Rs.847 Crore since its last disclosure on July 13, 2026. The orders span electro optics, security operation centre, seekers, components, spares, and services. No comparative prior-period data or performance trends are provided in this filing.

• · The orders were secured since the last disclosure on July 13, 2026.
• · Major order categories include electro optics, security operation centre, seekers, components, spares, and services.

01-08-2026

ICICI Bank has received RBI approval for the re-appointment of Mr. Ajay Kumar Gupta as Executive Director for a further two-year term (November 27, 2026 to November 26, 2028). Shareholder approval will be sought at the upcoming Annual General Meeting on August 21, 2026. This is a routine board and regulatory update with no direct financial impact or period-over-period performance figures.

• · RBI approval dated July 31, 2026
• · Re-appointment effective from November 27, 2026 to November 26, 2028
• · Shareholder vote scheduled at AGM on August 21, 2026
• · Board had previously approved the re-appointment on January 17, 2026

31-07-2026

Bajaj Finance Limited submitted voting results for its 39th Annual General Meeting (e-AGM) held on 30 July 2026, confirming that all resolutions were passed with the requisite majority. The remote e-voting period ran from 26 July to 29 July 2026, and the Scrutinizer's report has been received and placed on the company's website. No specific vote counts, resolution details, or comparative data were disclosed in this filing.

• · The cut-off date for e-voting eligibility was 23 July 2026.
• · Remote e-voting was open from 26 July 2026 (9:00 a.m.) to 29 July 2026 (5:00 p.m.).
• · The e-AGM was held on 30 July 2026.
• · The Scrutinizer's report was counter-signed by the Chairman of the meeting.
• · The voting results and Scrutinizer's report are available on the company's website and on KFin Technologies Limited's website.

31-07-2026

Axis Bank Limited held its 32nd Annual General Meeting on July 31, 2026, via video conferencing, where all 18 resolutions were passed with requisite majority. Key approvals included the adoption of audited financial statements for fiscal 2026, declaration of dividend, re-appointment of directors (including N.S. Vishwanathan as Independent Director and Part-time Chairman), and revisions in remuneration for MD & CEO Amitabh Chaudhry and Executive Directors. The meeting also authorized borrowing of up to ₹35,000 crore via debt securities and raising of up to ₹20,000 crore through equity or convertible instruments, along with material related party transactions with LIC, LIC Housing Finance, IDBI Bank, and Axis Max Life Insurance. All resolutions received overwhelming shareholder support, with none receiving more than 1.38% votes against.

• · The AGM was conducted via Video Conferencing/OAVM in compliance with SEBI and MCA circulars.
• · Remote e-voting was open from July 27, 2026 (9:00 AM IST) to July 30, 2026 (5:00 PM IST).
• · The cut-off date for voting eligibility was July 24, 2026.
• · E-voting during the meeting was available for 15 minutes after the meeting concluded for members who had not voted remotely.
• · The Chairman's speech covered macro-economic environment, GPS strategy, financial performance for fiscal 2026 and Q1 fiscal 2027, digital capabilities, geographical reach, CSR/sustainability, and ESG strategy.
• · Members raised queries on dividend payout, financial performance, future strategy, customer service, branches, ATMs, cyber security/fraud, Gen AI, CSR/ESG, fraud detection, NPAs, capex, overseas operations, employee strength/training, and stock split.
• · All resolutions were passed with requisite majority; the highest opposition was 1.38% for Resolution 4 (re-appointment of N.S. Vishwanathan as Independent Director).
• · No invalid votes were recorded for any resolution.

31-07-2026

Larsen & Toubro Limited announced that its subsidiary L&T Energy Hydrocarbon Onshore has signed a six-year Engineering, Procurement, and Construction (EPC) Framework Agreement with Petroleum Development Oman (PDO). Under the agreement, L&T is selected as one of four EPC contractors to participate in PDO's upcoming front-end engineering design and EPC projects, reinforcing their long-standing partnership. The agreement supports In-Country Value (ICV) development in Oman through local supplier and subcontractor opportunities.

• · L&T has been selected as one of four EPC contractors, meaning it will compete for individual projects under the umbrella framework.
• · The agreement scope includes both front-end engineering design (FEED) and EPC projects over six years.
• · L&T will leverage its integrated engineering, execution capability, global expertise and innovation for PDO's projects.
• · L&T Energy Hydrocarbon Onshore is described as 'one of India’s largest EPC businesses' delivering Lump Sum Turnkey solutions across upstream, midstream and downstream hydrocarbon sectors.
• · PDO delivers the majority of Oman's crude oil production and natural gas supply and plays a central role in the country's energy security and economic growth.

31-07-2026

NTPC Limited informed stock exchanges that Shri Ram Bhajan Malik, Executive Director (Senior Management), will cease his role due to superannuation effective 31st July 2026. This is a routine senior management change disclosure under Regulation 30 of SEBI LODR.

• · Cessation effective date: 31st July 2026
• · Reason: Superannuation
• · Scrip Code: 532555, Symbol: NTPC, ISIN: INE733E01010

31-07-2026

HDFC Bank has published a newspaper notice in Business Standard and its Marathi translation in Navshakti on July 31, 2026, regarding a special window for the transfer and dematerialisation of physical shares. This is a routine procedural disclosure and does not contain any financial results, strategic updates, or material business developments.

• · The notice was published in English in Business Standard and in Marathi in Navshakti on July 31, 2026.
• · The filing reference number is SE/2026-27/82.
• · The bank's registered office is at HDFC Bank House, Senapati Bapat Marg, Lower Parel (West), Mumbai – 400 013.