BSE Sensex 30 Stocks Regulatory Filings — August 04, 2026

05-08-2026

Mahindra & Mahindra reported strong Q1 FY27 results with consolidated PAT up 34% YoY and ROE at 23%, driven by robust performance across Auto (+21% profit), Farm (+15% profit), Mahindra Finance (+78% profit), and Tech Mahindra (+28% profit). Growth Gems delivered 3x profit growth, with Real Estate adding ₹5,600 crore GDV (up 60%) and Logistics posting its highest-ever quarterly profit of ₹25 crore. However, the quarter faced headwinds from commodity price inflation impacting margins by 400-500 basis points, and the Farm segment was affected by commodity issues in Turkey and the Erkunt Foundry problem (now resolved).

• · EV penetration reached 12% of SUV volume
• · Auto and Farm faced 400-500 bps commodity price margin impact
• · Mahindra Finance pivoting to growth with AUM and disbursement growth
• · Tech Mahindra on track to reach 15% EBIT margin by end of FY27
• · Real Estate GDV now at ₹50,000 Cr from ₹8,000 Cr 3 years ago
• · Logistics posted highest-ever quarterly profit of ₹25 Cr at business level
• · Aerostructures has $1.2B cumulative contract wins, half in last year
• · SML and truck & bus division combined to enhance competitiveness
• · AI initiatives: 91,000 test drives via Reach.ai, 2,600 workshop assistants using Service.ai
• · Erkunt Foundry problem resolved and exited
• · Gain on sale from CIE contributed to investments

04-08-2026

Bharti Airtel reported a strong Q1 FY26 with consolidated revenue from operations of ₹585,391 million, up 18.3% YoY from ₹494,626 million, and profit attributable to owners of the parent of ₹81,674 million, up 37.3% YoY from ₹59,479 million. However, the Digital TV Services segment posted a loss of ₹784 million, and the company recognized an exceptional charge of ₹3,534 million for a commercial dispute in an African subsidiary.

• · Consolidated basic EPS for Q1 FY26 was ₹13.38, up from ₹10.26 in Q1 FY25.
• · Standalone revenue from operations for Q1 FY26 was ₹323,566 million, up 10.6% YoY from ₹292,492 million.
• · Standalone profit for Q1 FY26 was ₹54,275 million, up 44.2% YoY from ₹37,645 million.
• · The Group's effective shareholding in Airtel Africa increased from 62.62% to 78.93% after the share swap with ICIL, and further to 79.11% due to the buy-back.
• · The Airtel Africa buy-back programme is expected to end on or before November 27, 2026.
• · Passive Infrastructure Services (Indus Towers) segment revenue was ₹85,254 million, up 5.4% YoY, but segment results were nearly flat at ₹27,284 million vs ₹27,630 million in Q1 FY25.

04-08-2026

Hindustan Unilever Limited reported June-quarter turnover of ₹17184 Crore and underlying sales growth of 10%, its highest growth in 13 quarters, with EBITDA up 8% YoY to ₹3947 Crore and PAT before exceptional items up 9% YoY to ₹2731 Crore. However, reported PAT after exceptional items declined 2% YoY to ₹2680 Crore due to a one-off tax credit of approximately ₹330 Crore in the prior-year base, while Health & Wellbeing had a soft quarter; Home Care, Beauty & Wellbeing, Personal Care and Foods delivered USG of 14%, 12%, 4% and 7%, respectively.

• · EBITDA margin was 23%, within the guided range.
• · Underlying Sales Growth was driven equally by volume and price.
• · Quick commerce grew at a strong double-digit rate, while general trade distribution expanded through small towns and rural markets.
• · Home Care delivered high-single-digit underlying volume growth, and Beauty & Wellbeing delivered high-single-digit underlying volume growth.
• · Personal Care growth was driven by price increases in response to palm oil inflation for the second consecutive year.
• · Health & Wellbeing experienced a soft quarter as HUL transitions the OZiva business toward emerging consumer demand spaces.
• · The Haridwar and Sonepat factories received World Economic Forum Global Lighthouse Network recognition in the Supply Chain Resilience and Sustainability categories, respectively.
• · The Capital Markets Day is planned for September 2026.
• · HUL expects FY27 to be better than FY26 and expects EBITDA margin to remain around the current guided range.
• · The transcript was submitted on 4th August 2026 pursuant to Regulation 30(6) of the SEBI Listing Obligations and Disclosure Requirements Regulations, 2015.

04-08-2026

Bajaj Finance reported a strong Q1 FY27 with record AUM addition of INR37,000 crore, 28% profit growth, and ROE crossing 20% to 20.4%. However, MSME loan growth remained flat at 2% due to ongoing portfolio pruning, and the company booked an additional INR296 crore management/macroeconomic provision for geopolitical and monsoon uncertainties, which if excluded would have lowered credit cost to 1.31% from the reported 1.54%. Management remains cautious on near-term guidance, preferring to wait for Q2 before revising FY27 targets.

• · Gold loan business grew 112% YoY and now constitutes 4% of AUM.
• · Opex to NTI increased to 33.4% due to accelerated investments in gold loan and MFI branches and INR60 crore impact from new labor code.
• · Management expects 25-40 bps improvement in opex to NTI for FY27.
• · Full-time employee headcount stood at 73,261; net addition of 1,650 employees (811 excluding gold loan and MFI).
• · Vintage performance across 3MOB, 6MOB, 9MOB is now below pre-COVID (FY20) benchmark.
• · Fin AI: 27 bots live; 45 million customer interactions analyzed; 4 lakh additional offers generated; INR517 crore disbursements from AI insights.
• · AI voice and text bots did INR2,500 crore disbursements in Q1; full-year target of INR11,000-12,000 crore.
• · AI bots handle 71% of DIY customer service volumes.
• · 17 agentic applications deployed out of 118 planned.
• · Custom AI model for B2B business on track to go live in Q2; B2C model by Oct-Nov.
• · BHFL: highest ever quarterly AUM addition; disbursements +33%, AUM +24%; Opex to NTI improved to 19.6% from 21%; ROE 12.5%; asset quality pristine (GNPA 29 bps, NNPA 12 bps).
• · BFSL: strong AUM growth but profit growth softer at 22%.
• · Management overlay of INR296 crore for geopolitical and monsoon risks; if excluded, credit cost would be 1.31%.
• · MSME growth flat at 2% due to ongoing pruning; expected to return to growth by Q3.
• · Management prefers to wait for Q2 before revising FY27 guidance on AUM growth (22-24%) and credit cost.

04-08-2026

NTPC Limited has issued the notice for its 50th Annual General Meeting (AGM) to be held on August 27, 2026 via video conferencing, along with the Integrated Annual Report for FY 2025-26. The report highlights a major milestone: the foundation stone for the Mahi Banswara Rajasthan Atomic Power Project (4x700 MW) was laid, with an investment of around ₹42,000 crore, developed by ASHVINI (NPCIL 51%, NTPC 49%). The filing is procedural and contains no financial results or performance metrics.

• · Remote e-Voting period: August 24, 2026 (9:00 AM IST) to August 26, 2026 (5:00 PM IST); cut-off date for eligibility: August 21, 2026.
• · AGM scheduled for August 27, 2026 at 10:30 AM IST via VC/OAVM.
• · NTPC holds 49% stake in ASHVINI; NPCIL holds 51%.
• · The Integrated Annual Report covers FY 2025-26 (April 1, 2025 to March 31, 2026).
• · NTPC has 11 subsidiaries and multiple joint ventures as of March 31, 2026.

04-08-2026

HCLTech has been named to TIME's World's Most Sustainable Companies 2026 list for the second consecutive year, ranking among the top five global professional services companies and the highest-ranked India-headquartered company in the category. The company achieved its 2030 SBTi-validated emissions target four years ahead of schedule and replenished 51 times more water than it consumed in FY26. However, the filing provides no financial performance data or period-over-period comparisons, making it a purely qualitative recognition.

• · HCLTech retained zero waste-to-landfill platinum certification across all owned facilities in FY26.
• · The company has more than 223,000 employees across 60 countries.
• · Consolidated revenues for the 12 months ending June 2026 totaled $14.8 billion.
• · The ranking assessed over 20 sustainability indicators across commitments, ratings, reporting, transparency, and environmental/social stewardship.

05-08-2026

ITC Limited has informed the exchanges that its representatives will attend the Nuvama India Investor Conference 2026 in Singapore on August 11-12, 2026, via physical one-on-one meetings. The filing is a routine disclosure under Regulation 30 of SEBI LODR and does not contain any financial results, material developments, or performance data.

• · The conference is organized by Nuvama Wealth Management Limited, a third party.
• · The mode of attendance is physical, with one-on-one meetings.
• · The conference is scheduled for August 11 and 12, 2026, in Singapore.

04-08-2026

Axis Bank Limited announced that S&P Global Ratings has assigned a 'BBB' rating to the U.S.$300,000,000 5.348% Senior Notes issued by its Gift City Branch under the Bank's U.S.$5,000,000,000 Global Medium Term Note (GMTN) programme. The notes will be consolidated with the existing U.S.$300,000,000 5.348% Senior Notes. This is a routine credit rating action and does not represent a change in the bank's overall credit profile.

• · The rating action follows a prior intimation dated December 26, 2025.
• · The notes are issued by Axis Bank's Gift City Branch in Gujarat, India.
• · The rating is not a recommendation to buy, sell, or hold securities.
• · S&P may assign, raise, lower, suspend, place on CreditWatch, or withdraw the rating at any time.

04-08-2026

Power Grid Corporation of India Limited announced the full commissioning of the 'Transmission System for evacuation of Power from REZ in Rajasthan (20 GW) under Phase-III Part-H' project effective July 4, 2026. The project was executed by POWERGRID Beawar Dausa Transmission Limited, a wholly owned subsidiary that has since been amalgamated with POWERGRID Vataman Transmission Limited. This is a routine project update with no financial figures or comparative performance data disclosed.

• · The project was commissioned with effect from 04th July, 2026.
• · Notification for Commercial Operation (DOCO) dated 09th July, 2026 was received via email on 03rd August, 2026.
• · POWERGRID Beawar Dausa Transmission Limited was amalgamated with POWERGRID Vataman Transmission Limited effective 01st March 2026 per MCA order dated 27th January, 2026.

05-08-2026

Tata Consultancy Services Limited has informed the exchanges of its schedule of analyst and institutional investor meetings with Key Managerial Personnel for August 2026. The company will participate in four investor conferences in Singapore and Mumbai, including Nuvama India Conference, Emkay Confluence 2026, Equirus Annual India Conference, and Motilal Oswal Annual Global Investor Conference. This is a routine disclosure under Regulation 30 and contains no financial results or material business developments.

• · Filing date: August 5, 2026
• · Meetings scheduled: August 11-12 (Singapore), August 14 (Mumbai, two events), August 17 (Mumbai)
• · All meetings are physical (in-person)
• · No financial data, guidance, or material events disclosed

05-08-2026

Larsen & Toubro Limited held an NCLT-convened meeting of equity shareholders on August 4, 2026, to approve a Scheme of Arrangement for the transfer of its Realty Undertaking to L&T Realty Properties Limited. The resolution was passed with 99.07% of votes in favor, though only 71.89% of total outstanding shares were polled, indicating significant but not universal shareholder participation. The scheme, which required special majority approval, received overwhelming support from both institutional and non-institutional public shareholders.

• · The meeting was held via Video Conferencing / Other Audio-Visual Means as per NCLT orders dated June 12, 16, and 25, 2026.
• · Remote e-voting was open from 9:00 AM on July 31, 2026 to 5:00 PM on August 3, 2026.
• · The meeting started at 3:00 PM IST and concluded at 4:21 PM IST.
• · Public Institutions voted 98.84% in favor, while Public Non-Institutions voted 99.98% in favor.
• · Promoter and promoter group were not applicable for voting on this resolution.

04-08-2026

Infosys Finacle, a subsidiary of Infosys, announced the successful deployment of its Finacle Wealth Management Solution at HDFC Bank, replacing legacy systems with a modern API-driven platform. The solution unifies 12 asset classes, digitizes margin lending, and integrates over 350 APIs to streamline domestic and offshore wealth operations. No financial terms or revenue figures were disclosed, and the announcement is a client win with no negative or flat metrics to report.

• · The solution covers 12 asset classes including mutual funds, fixed income securities, held-away assets, private equity, alternate funds, structured products, and insurance.
• · Digitized margin lending feature enables real-time collateral checks, automated workflows, and smart risk controls.
• · Over 350 APIs are driving agility, cost savings, automated compliance, and faster product launches.
• · The deployment consolidates HDFC Bank's domestic and offshore wealth operations onto a single platform.

04-08-2026

Titan Company Limited announced that CARE Ratings Ltd. has reaffirmed its credit ratings on 3rd August 2026. The Commercial Paper program was reaffirmed at 'CARE A1+' with an enhanced limit from ₹5,000 Cr to ₹7,500 Cr, while Long Term/Short Term Bank Facilities were reaffirmed at 'CARE AAA; Stable/CARE A1+' (₹5,525 Cr) and Short Term Bank Facilities at 'CARE A1+' (₹11,490 Cr). The reaffirmation of the highest short-term and long-term ratings reflects the company's strong credit profile with no negative or flat metrics reported.

• · Commercial Paper limit enhanced from ₹5,000 Cr to ₹7,500 Cr
• · Long Term Bank Facilities rated 'CARE AAA; Stable' and Short Term Bank Facilities rated 'CARE A1+'
• · Short Term Bank Facilities amount: ₹11,490 Cr