Earnings season continues to dominate the Indian equity market this morning, with heavyweights delivering robust numbers. Larsen & Toubro ticks up 0.68% as order inflows surge 14%, while Tata Capital rallies 1.26% on a 76% standalone profit jump. Meanwhile, VST Industries retreats 2.32% amid tax pressures. Here's what's moving.

TruAlt Bioenergy

TruAlt Bioenergy is trading at ₹419.15 (down 0.5% on the day). The company reported a staggering 12.5x surge in consolidated net profit to ₹59.27 crore in Q1FY27, driven by a dual-feed ethanol platform integration that expanded capacity by 43% to 2,000 KLPD. EBITDA margins improved to 21.18%, supported by strategic initiatives in CBG and sustainable aviation fuel.

Sanofi Consumer Healthcare

Sanofi Consumer Healthcare is trading at ₹4,707.20 (up 0.47% on the day). The healthcare firm posted a 13% YoY rise in net profit to ₹688 million for Q2 FY27, aided by a 12% growth in domestic sales following product relaunches. EBITDA surged 27% to ₹893 million, expanding margins to 37.89%.

RPG Life Sciences

RPG Life Sciences is trading at ₹2,888.70 (down 1.35% on the day). The pharma player reported a 17% YoY increase in PAT to ₹30.8 crore for Q1FY27, driven by a 15.8% rise in revenue to ₹195.7 crore. Domestic formulations grew 14.8%, while the API segment saw a significant 35.6% recovery.

PTC India Financial Services

PTC India Financial Services is trading at ₹28.78 (down 1.57% on the day). The NBFC reported a sharp 70.5% YoY decline in Q1 net profit to ₹40.24 crore, primarily due to a 33.7% fall in interest income. The company also flagged non-compliance with RBI's minimum infrastructure exposure requirement, setting a remediation deadline for September 30, 2026.

AGI Greenpac

AGI Greenpac is trading at ₹698.15 (down 1.27% on the day). The packaging company saw its Q1FY27 net profit rise 12% to ₹99.35 crore, with revenue growing 14.2% to ₹785.27 crore. The board has recommended Shashvat Somany as Joint Managing Director to support diversification into aluminium cans and capacity expansion.

Larsen & Toubro

Larsen & Toubro is trading at ₹3,832.00 (up 0.68% on the day). L&T posted a 14% YoY rise in consolidated PAT to ₹4,123 crore for Q1, despite a slight dip in EBITDA. Group order inflows surged 14% to ₹1,08,014 crore, bolstered by major wins in Mumbai housing redevelopment and metals & minerals projects.

Phoenix Mills

Phoenix Mills is trading at ₹2,023.20 (down 0.66% on the day). The realty developer reported a 23% YoY jump in Q1FY27 net profit to ₹3,945 crore, supported by a 32% surge in retail consumption. Revenue grew 12.8% to ₹10,749 crore, with operating free cash flow rising 20% to ₹602 crore.

Rail Vikas Nigam

Rail Vikas Nigam is trading at ₹221.34 (down 1.17% on the day). RVNL received a Letter of Award for a ₹358.97 crore doubling project from East Central Railway, lifting its disclosed order book to ₹4,188.57 crore. The company also entered a joint venture to produce Vande Bharat trainsets and signed a pact for a highway project in Jharkhand.

Birlasoft

Birlasoft is trading at ₹299.90 (up 2.2% on the day). The IT services firm reported a 51.3% YoY surge in Q1FY27 PAT to ₹1,610 million, with revenue growing 7.4% to ₹13,794 million. Deal TCV rose 20% YoY to $169 million, and cash balances strengthened to ₹28,786 million.

VST Industries

VST Industries is trading at ₹229.25 (down 2.32% on the day). The tobacco major reported a 13.5% decline in net revenue to ₹256 crore and a 24% fall in PAT to ₹42.4 crore for Q1FY27. An extraordinary indirect tax hike increased cigarette tax incidence by approximately 50%, leading to a 14.4% QoQ drop in volumes.

Tata Capital

Tata Capital is trading at ₹354.95 (up 1.26% on the day). The financial services firm reported a 76% YoY surge in standalone net profit to ₹999.44 crore for Q1FY27, aided by lower impairment charges. Consolidated PAT grew 56.5% to ₹1,628 crore, with gross NPA falling to 2.45%.

Bottom Line

The market is digesting a wave of strong quarterly results, with infrastructure and financial services leading the charge. While L&T and Tata Capital showcase robust order books and asset quality improvements, consumer-facing stocks like VST face regulatory headwinds. Investors are closely watching margin trends and order inflows as key indicators for mid-cap resilience.