Stocks to Watch Today, August 17, 2026: Expleo Solutions, Nahar Industrial Enterprises, IZMO, Puravankara and Solarworld Energy Solutions

4 min read     Updated on 17 Aug 2026, 07:01 AM
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Reviewed by
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AI Summary

The market opens with a focus on Q1 earnings, where profitability is the key theme. Kingfa Science and Reliance Infrastructure report massive profit surges, while Schneider Electric Infra and Cochin Shipyard see declines. Meanwhile, Sical Logistics and Puravankara turn profitable, signaling operational improvements across sectors.

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*this image is generated using AI for illustrative purposes only.

Earnings season is keeping traders busy this Wednesday, with a clutch of companies reporting overnight results that paint a mixed picture. Kingfa Science & Technology surges 111% in net profit, while Reliance Infrastructure sees a 520% jump, contrasting sharply with Schneider Electric Infra’s 70% profit decline. Here's what's moving.

Expleo Solutions

  • Earnings: Q1FY27 net profit grew 43.3% to ₹354 million, driven by a 12.3% rise in operating revenue to ₹2,916 million. Adjusted EBITDA expanded 27.6% to ₹424 million with margins improving by 170 bps to 14.5%. Stock closed at ₹815.95 in the previous session, down 0.65%.
  • Sector Mix: BFSI continued to dominate, accounting for 82.0% of revenue, while digital revenue reached ₹1,445 million, representing nearly half of total income.

Nahar Industrial Enterprises

  • Earnings: Q1 net profit skyrocketed 533% to ₹253 million from ₹40 million year-ago, despite a revenue dip to ₹3.17 billion. EBITDA more than doubled to ₹288 million, expanding margins to 9.09% from 3.91%. Stock closed at ₹122.04 in the previous session, up 1.45%.

IZMO

  • Earnings: Q1FY26 net profit doubled to ₹122 million, up 103% YoY, as revenue grew 16% to ₹654 million. EBITDA margin expanded sharply to 25.07% from 17.11%, reflecting strong cost control. Stock closed at ₹939.45 in the previous session, down 1.08%.

Puravankara

  • Earnings: The realty major turned profitable in Q1 with a net profit of ₹252 million, reversing a loss of ₹685 million last year. Revenue climbed to ₹8.5 billion and EBITDA nearly tripled to ₹1.89 billion, with margins expanding to 22.27%. Stock closed at ₹218.21 in the previous session, up 0.15%.
  • Deal: Announced the sale of Purva Ruby Properties to an ICICI Prudential fund for ₹145 crore, expected to close within 30 days.

Solarworld Energy Solutions

  • Earnings: Conflicting reports highlight volatility; one source cites a profit drop to ₹95 million despite revenue surging to ₹1.7 billion, while another claims a 38.4% profit rise to ₹538.6 million on 26.6% revenue growth. Margins remain under pressure with EBITDA margin contracting to 6.55% in the first report. Stock closed at ₹158.10 in the previous session, down 3.68%.

Schneider Electric Infra

  • Earnings: Q1FY27 net profit plunged 70% to ₹124 million from ₹412 million, despite a 4.5% revenue rise to ₹6.5 billion. EBITDA fell over 50% to ₹341 million, with margins contracting sharply to 5.23% from 11.15%. Stock closed at ₹1,369.20 in the previous session, down 0.72%.

Knowledge Marine & Engineering Works

  • Earnings: Q1 net profit surged over 5.5x to ₹617 million from ₹111 million, with revenue growing to ₹1.15 billion. EBITDA margin expanded significantly to 63.60% from 41.12%. Stock closed at ₹2,730.80 in the previous session, up 0.78%.
  • Order Book: Secured a ₹11.41 crore work order from Paradip Port Authority for a 5-year patrol boat hiring contract, adding to its disclosed order book.

Cochin Shipyard

  • Earnings: Q1 standalone net profit fell 28% to ₹1.36 billion, with revenue contracting 7% to ₹9.1 billion. EBITDA dropped 31% to ₹1.58 billion, and margins compressed to 17.32% from 23.9%. Stock closed at ₹1,496.50 in the previous session, down 0.70%.
  • Management: Promoted Subramanian K K to General Manager (Employee Relations) effective August 11, 2026.

Sical Logistics

  • Earnings: Turned profitable in Q1 with a net profit of ₹212 million against a loss of ₹30 million last year. Revenue rose 36% to ₹1.33 billion, while EBITDA nearly doubled to ₹423 million with margins expanding to 31.95%. Stock closed at ₹115.73 in the previous session, down 1.42%.

Reliance Infrastructure

  • Earnings: Q1 net profit jumped 520% to ₹3.71 billion from ₹598 million, supported by a revenue rise to ₹63.44 billion. EBITDA surged to ₹12.92 billion, with margins expanding to 20.38% from 3.76%. Stock closed at ₹67.12 in the previous session, down 1.99%.
  • Regulatory: Faces new legal challenges after the Enforcement Directorate filed a prosecution complaint under PMLA, naming the company as an accused before the Special Court.

Patanjali Foods

  • Earnings: Q1FY27 net profit surged 87% to ₹3.36 billion from ₹1.8 billion, with revenue rising 27% to ₹113 billion. EBITDA grew to ₹5.43 billion, expanding margins to 4.79% from 3.61%. Stock closed at ₹352.00 in the previous session, down 0.52%.

Kingfa Science & Technology

  • Earnings: Q1FY27 net profit more than doubled to ₹802 crore, up 111% YoY, while revenue grew 49% to ₹6,886 crore. Domestic sales accounted for 92% of revenue, climbing to ₹6,349 crore. Stock closed at ₹5,870.00 in the previous session, down 2.63%.

PTC Industries

  • Earnings: Q1 consolidated net profit soared 460% to ₹292 million from ₹52 million, driven by a revenue surge to ₹1.9 billion. EBITDA jumped to ₹489 million, with margins expanding sharply to 25.49% from 9.05%. Stock closed at ₹19,050.00 in the previous session, down 0.61%.

Ahluwalia Contracts

  • Earnings: Q1FY27 net profit plummeted 78% to ₹114 crore from ₹511 crore, despite a 12.6% revenue rise to ₹11,260 crore. EBITDA fell 44% to ₹482 crore, with margins contracting to 4.29% from 8.59%. Stock closed at ₹837.35 in the previous session, up 2.12%.

Bottom Line

Profitability remains the dominant narrative this quarter, with winners like Kingfa and Reliance Infrastructure showcasing massive margin expansions. However, the divergence in results—highlighted by Schneider’s margin squeeze and Ahluwalia’s profit drop—suggests investors are selectively rewarding operational efficiency over top-line growth alone.

How will the Enforcement Directorate's PMLA prosecution against Reliance Infrastructure impact its future capital raising capabilities and investor sentiment despite strong Q1 earnings?

Can Schneider Electric Infra reverse its sharp margin contraction in the coming quarters, or does this signal a structural shift in pricing power within the infrastructure sector?

Will the trend of selective rewarding of operational efficiency over top-line growth continue to drive market valuations, particularly for companies like Ahluwalia Contracts that saw revenue rise but profits plummet?

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