Earnings season is keeping traders busy this Wednesday, with a clutch of large-caps reporting strong Q1 results. Neuland Laboratories rallies 3.54% on a massive profit surge, while GNFC jumps 3.57% after net income nearly quadruples. Savita Oil Technologies leads the pack with a 5.6% surge. Here's what's moving.

Niraj Cement Structurals

Niraj Cement Structurals is trading at ₹29.18 (up 1.46% on the day). The stock gains traction after securing a ₹256.89 crore contract from Bihar’s Water Resource Department for flexible pavement construction. This marks the company’s first disclosed order win in three fiscal quarters. Additionally, an open offer by Gulshankumar Vijaykumar Chopra opens July 31 at ₹29 per share, targeting a 26% stake.

Neuland Laboratories

Neuland Laboratories is trading at ₹19,956 (rallying 3.54% on the day). The healthcare giant reported a staggering 975% YoY surge in Q1FY27 net profit to ₹147.4 crore, driven by robust revenue growth of 116.3%. The company also announced a strategic sterile API partnership with Gland Pharma and sanctioned a ₹39.8 crore capacity expansion at its Telangana unit. Commercial production has commenced at two new units in Sangareddy District.

RSWM

RSWM is trading at ₹224.62 (slipping 4.52% on the day). Despite reporting a 140% surge in standalone net profit to ₹16.74 crore for Q1FY27, shares retreat amid broader sector caution. The company’s EBITDA margins widened to 7.32% from 5.94% YoY, supported by cost efficiencies. Strategic growth initiatives include the LNJ GreenPET acquisition and a ₹186.30 crore denim garment JV plant.

Navin Fluorine International

Navin Fluorine International is trading at ₹7,609.50 (flat 0.26% on the day). The chemical maker posted a 108% increase in Q1FY27 net profit to ₹243.31 crore, with revenue rising 44%. A key highlight is the partnership with DRDO for large-scale domestic production of Sodium Borohydride, reducing import dependence. The company also signed a deal for an additional 3.30 MW captive hybrid power supply at its Surat unit.

Thomas Scott

Thomas Scott is trading at ₹302.40 (down 1.08% on the day). The textile firm secured an exclusive licensing agreement with ABG-Dockers LLC to manage the Dockers brand across India, Nepal, and Bangladesh. The five-year deal covers product design, manufacturing, and distribution, designating Thomas Scott as a Global Designated Supplier. This move expands its footprint beyond its core denim manufacturing business.

Aster DM Quality Care

Aster DM Quality Care is trading at ₹842.10 (up 0.89% on the day). While proforma consolidated revenue rose 20% YoY to ₹2,597 crore in Q1FY27, standalone net profit slumped to ₹160 million due to margin compression. The company approved the acquisition of up to 12% additional equity in UCIMS for ₹40.93 crore. Concurrently, it exited the Aster G. Madegowda Hospital in Maddur due to sustained losses.

Biocon

Biocon is trading at ₹425.20 (up 0.76% on the day). Q1FY27 consolidated net profit jumped 355% YoY to ₹141 crore, driven by a 17% revenue increase in the Biopharma segment. The company commenced commercial sales of Yesafili, an FDA-approved biosimilar to Regeneron’s Eylea, in the US eye care market. It also secured Health Canada approval for its Yesintek ustekinumab autoinjector pen.

Aurobindo Pharma

Aurobindo Pharma is trading at ₹1,613.40 (up 1.73% on the day). The pharma major delivered strong Q1FY27 results with net profit rising 25.2% to ₹1,032 crore, led by growth in Europe and US markets. Operating EBITDA margin expanded to 21.0%. The company maintained a strong net cash position of US$ 42 million after funding the Lannett acquisition and share buybacks.

Gujarat Narmada Valley Fertilizers & Chemicals

Gujarat Narmada Valley Fertilizers & Chemicals is trading at ₹538.30 (surging 3.57% on the day). GNFC posted a Q1FY27 net profit of ₹310 crore, up 297% YoY, driven by higher chemical revenues and improved realizations. The company estimates a ₹61 crore gain from revised government energy norms for urea. It also finalized an agreement with GMDC to explore coal-to-chemicals opportunities.

Axis Solutions

Axis Solutions is trading at ₹0 (no price data available). The infrastructure firm won a ₹400 crore contract for rural water supply projects from NKG Primus JV. In Q1FY27, standalone net profit surged 65% YoY to ₹3.65 crore, while revenue jumped 77% to ₹486.71 crore. Consolidated profits attributable to owners rose 82% to ₹37.06 crore.

GE Vernova T&D India

GE Vernova T&D India is trading at ₹4,410.00 (up 1.77% on the day). The power equipment maker reported a 24.6% YoY rise in Q1FY27 standalone net profit to ₹3.63 billion, on a 38% revenue surge. EBITDA margins contracted slightly to 25.1% from 29.14%. Order bookings declined 30% YoY to ₹11.4 billion, even as the company commissioned key projects.

PB Fintech

PB Fintech is trading at ₹1,620.00 (up 1.44% on the day). The insurtech firm reported a 92% YoY rise in consolidated net profit to ₹163 crore for Q1FY27. Operating revenue climbed 40% to ₹1,888 crore, with new protection premium accelerating 53% YoY. Health insurance new premium saw a 59% jump, driving overall growth.

Subex

Subex is trading at ₹13.77 (up 2.08% on the day). Q1FY27 consolidated revenue rose 19.6% YoY to ₹7,945 lakh, with normalized EBITDA jumping 59.5% QoQ. Reported EBITDA margin improved sharply to 18.88% from 5.92% in the year-ago period. The company secured multiple deal renewals and new wins across the Middle East, Europe, and Africa.

Savita Oil Technologies

Savita Oil Technologies is trading at ₹679.00 (rallying 5.60% on the day). The petroleum products firm posted a standalone net profit of ₹292.25 crore for Q1FY26, up 396% YoY, driven by a 50% revenue increase. The Board appointed Siddharth G. Mehra as Joint Managing Director for five years, effective October 1, 2026.

Nahar Spinning Mills

Nahar Spinning Mills is trading at ₹328.95 (up 1.62% on the day). Q1FY27 net profit surged 338% YoY to ₹69.88 lakh, with EBITDA margin doubling to 13.16%. Revenue grew 18% to ₹966.10 lakh while expenses rose only 10%, highlighting operational efficiency. The company announced a ₹1.00 per share dividend with a record date of September 4, 2026.

N R Agarwal Industries

N R Agarwal Industries is trading at ₹487.75 (up 0.88% on the day). Q1FY27 net profit rose 111% YoY to ₹34.98 crore, with EBITDA tripling to ₹743 million. The company previously announced a major ₹1,500 crore expansion at Dahej, Gujarat, targeting 500,000 TPA additional capacity by 2030. Shareholders will approve increased borrowing limits of ₹5,000 crore at the upcoming AGM.

I G Petrochemicals

I G Petrochemicals is trading at ₹514.45 (up 2.09% on the day). Q1FY27 EBITDA jumped to ₹1.13 billion from ₹22 million year-on-year, with margins expanding to 18.25%. Standalone net profit recovered to ₹70.97 lakh from a loss in the previous year. Revenue grew to ₹6.2 billion from ₹4.7 billion, supporting the turnaround.

Bottom Line

The market is digesting a wave of strong Q1 earnings, with chemicals and healthcare stocks leading the charge. Profit surges in Neuland, GNFC, and Biocon are offsetting broader caution, while infrastructure deals keep Axis Solutions in focus. Watch for follow-through on these momentum plays.