Executive Summary
Across 34 filings from BSE Sensex 30 constituents and related entities dated May 5, 2026, dominant themes include robust FY26 results for Larsen & Toubro (L&T) with record order inflows +22% YoY to ₹435,590 Cr and order book +28% to ₹740,327 Cr, and Mahindra & Mahindra (M&M) with revenue +24.6% YoY to ₹197,793 Cr and PAT +32.3% YoY to ₹18,622 Cr, though both show mixed sentiments due to exceptional provisions (L&T ₹1,155 Cr) and QoQ declines (M&M Farm Equipment revenue -12.9%). Dividend hikes signal shareholder returns: L&T final ₹38 (+12% YoY), M&M ₹33 (+30%), TCS ₹31. Capital allocation leans towards dividends over buybacks, with upcoming AGMs (L&T June 5, TCS June 9, M&M July 30) as key catalysts. IT sector steady with TCS dividend and Infosys acquisition; finance shows L&T Finance PAT +14% YoY and new Lakshya 2031 guidance (20%+ book CAGR). Portfolio-level trends: 3/5 major cos reported 12-25% YoY revenue growth but average Q4 PAT flat/declining; no insider buys/sells but ESOP allotments (L&T 35,981 shares, ICICI 1.08M shares) indicate retention. Risks from one-offs and minor regulatory issues (ICICI SEBI warning); opportunities in infra order visibility and auto market share gains.
Tracking the trend? Catch up on the prior BSE Sensex 30 Stocks Regulatory Filings digest from April 28, 2026.
Investment Signals(11)
- Larsen & Toubro↓(BULLISH)▲
FY26 order inflows +22% YoY to ₹435,590 Cr, revenues +12% YoY to ₹285,874 Cr, recurring PAT +18% YoY to ₹17,238 Cr, order book +28% to ₹740,327 Cr (52% international), final dividend +12% to ₹38/share
- Mahindra & Mahindra↓(BULLISH)▲
FY26 revenue +24.6% YoY to ₹197,793 Cr, PAT +32.3% YoY to ₹18,622 Cr, Automotive revenue +29.5% YoY to ₹117,834 Cr, final dividend +30% to ₹33/share, SUV market share +260 bps to 25.3%
- L&T Finance↓(BULLISH)▲
FY26 PAT +14% YoY to ₹3,003 Cr, Q4 PAT +27% YoY to ₹807 Cr, retail disbursements +62% YoY to ₹24,107 Cr, retail book +26% YoY to ₹119,508 Cr, RoA +18 bps to 2.4%
- Tata Consultancy Services↓(BULLISH)▲
Final dividend ₹31/share for FY26, record date May 25, 2026, AGM June 9, consistent payout policy post strong FY
- Infosys↓(BULLISH)▲
Completed acquisition of Optimum Healthcare IT (Best in KLAS, ServiceNow Partner of Year), enhances AI/cloud healthcare capabilities with Topaz/Cobalt synergies
- Larsen & Toubro↓(BULLISH)▲
Secured large ₹2,500-5,000 Cr order for Nitric Acid/Ammonium Nitrate plant, supports coal gasification push to 100MT by 2030
- Mahindra & Mahindra↓(BULLISH)▲
Tractors market share +30 bps to 43.6% FY26, LCV <3.5T +60 bps to 52.3%, Auto PAT +33% to ₹7,842 Cr with 80 bps margin expansion
- Larsen & Toubro↓(NEUTRAL-BULLISH)▲
Recurring PAT +18% YoY FY26 despite Q4 total PAT -3% YoY due to one-off, EBITDA margin 10.4% (subdued Infrastructure +2-3% YoY) but divestments (Nabha Power, Hyderabad Metro) in Q1 FY27
- Mahindra & Mahindra↓(BULLISH)▲
MMFSL PAT (M&M share) +60% to ₹1,495 Cr despite GS3 -27 bps to 3.41%, TechM PAT +14% to ₹1,342 Cr with EBIT margin +290 bps to 12.6%
- Tata Consultancy Services↓(BULLISH)▲
Multiple filings confirm stable dividend process, no performance dips, AGM catalyst
- ICICI Bank↓(NEUTRAL-BULLISH)▲
ESOP allotment of 1.08M shares under 2000 scheme, signals employee alignment
Risk Flags(8)
- Larsen & Toubro/Q4 Performance↓[MEDIUM RISK]▼
Total PAT -3% YoY to ₹5,326 Cr despite +11% revenue to ₹82,762 Cr, EBITDA margin -60 bps to 10.4%, Q4 order inflow flat +0.2% YoY
- Mahindra & Mahindra/Farm Equipment↓[MEDIUM RISK]▼
Q4 revenue -12.9% QoQ to ₹10,022 Cr, segment results -19% QoQ to ₹1,016 Cr, international offsets despite +24% volumes
- Integra Switchgear/Financials↓[HIGH RISK]▼
FY26 net loss ₹29.07 L vs profit ₹1.51 L FY25, income -81% YoY to ₹2.49 L, Q4 loss ₹8.43 L vs profit ₹3.37 L, cash -54% to ₹73.47 L
- Larsen & Toubro/Exceptional Item↓[MEDIUM RISK]▼
FY26 total PAT ₹16,084 Cr impacted by ₹1,155 Cr employee benefits provision, masking recurring +18% growth
- ICICI Bank/Regulatory↓[LOW-MEDIUM RISK]▼
SEBI administrative warning May 4, 2026 for depository participant non-compliances, under inspection, corrective actions ongoing
- Mahindra & Mahindra/Industrial Segment↓[MEDIUM RISK]▼
Q4 results -37.6% QoQ to ₹458 Cr, highlights QoQ softness amid YoY strength
- L&T Finance/Credit Costs↓[MEDIUM RISK]▼
Annualized 2.64% (-19 bps QoQ) but missed Lakshya 2026 target of 2.8-3% due to MFI crisis
- Ritco Logistics/Governance↓[LOW RISK]▼
Independent Director Shweta Jain resignation May 5, 2026 due to preoccupations, potential board stability concern
Opportunities(8)
- Larsen & Toubro/Order Book↓(OPPORTUNITY)◆
All-time high ₹740,327 Cr (+28% YoY) with 52% international, Q1 FY27 divestment closures (Nabha Power, Hyderabad Metro), multi-year revenue visibility
- Mahindra & Mahindra/Market Share Gains↓(OPPORTUNITY)◆
SUV +260 bps to 25.3%, Tractors +30 bps to 43.6%, LCV +60 bps to 52.3% FY26, volume-led PAT growth
- L&T Finance/Lakshya 2031↓(OPPORTUNITY)◆
New targets 20%+ book CAGR, credit costs <2%, RoA 3.0-3.2%, RoE 16-18%; met 98% Lakshya 2026 goals, retailisation 98%
- Larsen & Toubro/Dividends & AGM↓(OPPORTUNITY)◆
Final dividend record date May 22, 2026 (+12% YoY), AGM June 5 with leadership stability (new appointments)
- Mahindra & Mahindra/Dividends & AGM↓(OPPORTUNITY)◆
Final dividend record date July 3, 2026 (+30% YoY), book closure July 4-30, AGM July 30
- Tata Consultancy Services/Dividend Capture↓(OPPORTUNITY)◆
Record date May 25, 2026 for ₹31/share, payment June 12 post-AGM June 9
- Infosys/Healthcare M&A↓(OPPORTUNITY)◆
Optimum acquisition adds KLAS-best provider expertise, ServiceNow/AWS partnerships, AI synergies; completed May 5
- Larsen & Toubro/New Orders↓(OPPORTUNITY)◆
Large EPC order in coal gasification (Aatmanirbhar Bharat alignment), EPC expertise in fertilizers/petrochem
Sector Themes(6)
- Dividend Hikes in Large Caps(POSITIVE)◆
3/5 majors (L&T +12%, M&M +30%, TCS ₹31) increased payouts FY26, signaling strong cash flows and shareholder focus amid 12-25% revenue growth; favors income strategies
- YoY Growth vs QoQ Softness(MIXED)◆
4/6 reporting cos (L&T, M&M, L&T Finance) showed 12-25% YoY revenue/PAT but Q4 QoQ declines (Farm -13%, margins -60 bps); cyclical slowdown risk but FY visibility intact
- Order Book & Market Share Strength(BULLISH)◆
Infra/Engineering (L&T +28% book) and Auto/Farm (M&M shares +30-260 bps) highlight execution moats; international 52% for L&T supports diversification
- Finance Retail Momentum(BULLISH)◆
L&T Finance retail book +26% YoY, disbursements +62%, RoA +18 bps; contrasts M&M MMFSL GS3 -27 bps, points to rural/vehicle finance alpha
- IT Steady with Bolt-Ons(NEUTRAL)◆
TCS dividend focus, Infosys healthcare acquisition; no growth metrics but stable governance amid NDRs/conferences May 11-20
- One-Off Impacts Masking Trends(CAUTION)◆
Exceptional provisions (L&T ₹1,155 Cr) and prior land gains (M&M FY25 ₹304 Cr) distort PAT; recurring metrics stronger (+18% L&T, +35% M&M adjusted)
Watch List(8)
Leadership appointments (Vijay Sankar May 27, Pramit Jhaveri Apr 2027), dividend approval, June 5, 2026 [WATCH FOR GOVERNANCE/STABILITY]
Dividend entitlement May 25, 2026, AGM June 9, 2026 [WATCH FOR APPROVAL/ PAYOUT CONFIRMATION]
- Mahindra & Mahindra/AGM & Record Date↓(WATCH FOR SEGMENT GUIDANCE)👁
Dividend record July 3, book closure July 4-30, AGM July 30, 2026; monitor Farm QoQ recovery
- Satin Creditcare/Board Meeting↓(WATCH FOR EARNINGS SURPRISES)👁
Audited FY26 results May 11, 2026; trading window closed
Technical glitch fixed, May 8, 2026 at 6:30 PM IST [WATCH FOR FY26 RESULTS DISCLOSURE]
NDRs/conferences May 11-20, 2026 in US/Asia [WATCH FOR GUIDANCE/DEMAND TRENDS]
- ICICI Bank/SEBI Compliance↓(WATCH FOR RESOLUTION IMPACT)👁
Post-warning corrective actions from May 4 inspection
RGL/MFI efficiencies 99.8%, Project Cyclops/Helios performance [WATCH Q1 FY27 CREDIT COST TRENDS]
Filing Analyses(34)
05-05-2026
Larsen & Toubro achieved record group order inflows of ₹435,590 crore (+22% YoY) and consolidated revenues of ₹285,874 crore (+12% YoY) for FY26 ended March 31, 2026, with recurring PAT growing 18% to ₹17,238 crore and order book reaching an all-time high of ₹740,327 crore (+28%). However, total consolidated PAT stood at ₹16,084 crore after a ₹1,155 crore exceptional provision for employee benefits, while Q4 total PAT declined 3% YoY to ₹5,326 crore despite 11% revenue growth to ₹82,762 crore. The board recommended a final dividend of ₹38 per share (up from ₹34), fixed record date as May 22, 2026, and approved key executive appointments and the 81st AGM on June 5, 2026.
- ·Appointment of Mr. Vijay Sankar as Non-Executive Independent Director w.e.f. May 27, 2026 for 5 years.
- ·Re-appointment of Mr. Pramit Jhaveri as Non-Executive Independent Director for second 5-year term w.e.f. April 1, 2027.
- ·Re-appointment of Mr. R. Shankar Raman as President and Whole-time Director - Finance for 2 years w.e.f. October 1, 2026; ceases as CFO June 30, 2026.
- ·81st AGM on June 5, 2026 at 3:00 p.m. IST via VC/AVM; cut-off date May 29, 2026 for e-voting.
05-05-2026
Tata Consultancy Services Limited has scheduled its Annual General Meeting (AGM) for Tuesday, June 9, 2026, to approve the Board-recommended final dividend of ₹31 per equity share of ₹1 each for FY 2025-26 (ended March 31, 2026). The record date for dividend entitlement is Monday, May 25, 2026, with payment scheduled for Friday, June 12, 2026, subject to shareholder approval and tax deduction at source. This follows the Board's recommendation on April 9, 2026.
- ·Filing reference: TCS/SE/16/2026-27
- ·Company CIN: L22210MH1995PLC084781
- ·Dividend payment to beneficial owners based on demat data as of May 25, 2026 close; physical shareholders after valid transmission/transposition by same date
05-05-2026
Tata Consultancy Services Limited (TCS) has scheduled its Annual General Meeting (AGM) for Tuesday, June 9, 2026, following the Board's recommendation on April 9, 2026, of a final dividend of ₹31 per equity share of ₹1 each for FY 2025-26, subject to shareholder approval. The Record Date is fixed as Monday, May 25, 2026, with payment on Friday, June 12, 2026, subject to tax deduction, for shares held in demat or physical form as of the Record Date. No financial performance metrics or comparisons are provided in this intimation.
- ·Company CIN: L22210MH1995PLC084781
- ·Equity shares face value: ₹1 each
- ·Information available on www.tcs.com
05-05-2026
Larsen & Toubro reported robust FY26 performance with record order inflows of ₹435,590 crore (+22% YoY), revenues of ₹285,874 crore (+12% YoY), and recurring PAT of ₹17,238 crore (+18% YoY), alongside an all-time high order book of ₹740,327 crore (+28%). However, total consolidated PAT was ₹16,084 crore impacted by a one-time ₹1,155 crore exceptional provision, and Q4 total PAT declined 3% YoY to ₹5,326 crore despite recurring PAT growth of 5%. The board recommended a final dividend of ₹38 per share (up from ₹34) and approved key leadership appointments.
- ·81st AGM scheduled for June 5, 2026 at 3:00 p.m. IST via VC/AVM.
- ·Record date for final dividend: May 22, 2026.
- ·Cut-off date for e-voting at AGM: May 29, 2026.
- ·Mr. Vijay Sankar appointed as Independent Director w.e.f. May 27, 2026 for 5 years.
- ·Mr. Pramit Jhaveri re-appointed as Independent Director w.e.f. April 1, 2027 for 5 years.
- ·Mr. R. Shankar Raman re-appointed as Whole-time Director - Finance w.e.f. October 1, 2026 for 2 years; ceases as CFO June 30, 2026.
05-05-2026
Tata Consultancy Services Limited (TCS) has scheduled its Annual General Meeting (AGM) for Tuesday, June 9, 2026, following the Board's recommendation on April 9, 2026, for a final dividend of ₹31 per equity share of ₹1 each for FY 2025-26. The Record Date for dividend entitlement is fixed as Monday, May 25, 2026, with payment scheduled for Friday, June 12, 2026, subject to shareholder approval and tax deduction. This intimation complies with Regulation 42 of SEBI LODR Regulations.
- ·Financial Year ended March 31, 2026
- ·Company CIN: L22210MH1995PLC084781
- ·Symbol: TCS (NSE), Scrip Code: 532540 (BSE)
05-05-2026
Larsen & Toubro achieved record order inflows of ₹435,590 crore (+22% YoY) and revenues of ₹285,874 crore (+12% YoY) for FY26 ended March 31, 2026, with recurring PAT of ₹17,238 crore (+18% YoY) and order book at all-time high ₹740,327 crore (+28% over March 2025); however, total consolidated PAT was ₹16,084 crore after a ₹1,155 crore one-time provision, Q4 revenues grew 11% YoY to ₹82,762 crore but total Q4 PAT declined 3% YoY to ₹5,326 crore. The board recommended final dividend of ₹38 per share (up from ₹34 previous year final) and approved AGM on June 5, 2026 along with key executive appointments and re-appointments.
- ·Final dividend record date: May 22, 2026; payment tentatively by June 10, 2026 post-AGM.
- ·81st AGM: June 5, 2026 at 3:00 p.m. IST via VC/AVM; e-voting cut-off: May 29, 2026.
- ·Mr. Vijay Sankar appointment effective May 27, 2026 for 5 years.
- ·Mr. Pramit Jhaveri re-appointment effective April 1, 2027 for 5 years.
- ·Mr. R. Shankar Raman re-appointment effective October 1, 2026 for 2 years; ceases CFO June 30, 2026.
- ·Mr. P. Ramakrishnan CFO appointment effective July 1, 2026.
05-05-2026
Larsen & Toubro reported record consolidated order inflows of ₹435,590 crore (+22% YoY) and revenues of ₹285,874 crore (+12% YoY) for FY26 ended March 31, 2026, with recurring PAT growing 18% YoY to ₹17,238 crore and order book hitting an all-time high of ₹740,327 crore (+28%). However, total consolidated PAT stood at ₹16,084 crore after a ₹1,155 crore exceptional provision for employee benefits, while Q4 total PAT declined 3% YoY to ₹5,326 crore despite 11% revenue growth to ₹82,762 crore and 5% rise in recurring PAT to ₹5,289 crore. The board recommended a final dividend of ₹38 per share (up from ₹34 last year), subject to AGM approval on June 5, 2026.
- ·81st AGM scheduled for June 5, 2026 at 3:00 p.m. IST via VC/AVM; cut-off date May 29, 2026 for e-voting.
- ·Record date for final dividend: May 22, 2026.
- ·Appointment of Mr. Vijay Sankar as Non-Executive Independent Director w.e.f. May 27, 2026 for 5 years.
- ·Re-appointment of Mr. Pramit Jhaveri as Non-Executive Independent Director for second 5-year term w.e.f. April 1, 2027.
- ·Re-appointment of Mr. R. Shankar Raman as President and Whole-time Director - Finance for 2 years w.e.f. October 1, 2026; ceases as CFO June 30, 2026.
- ·International orders 67% of Q4 inflows and 52% of order book.
05-05-2026
Satin Creditcare Network Limited has scheduled a Board of Directors meeting on Monday, May 11, 2026, to consider and approve the Audited Financial Results (Standalone and Consolidated) for the quarter and year ended March 31, 2026, in compliance with Regulations 29 and 50 of SEBI Listing Regulations. The trading window for dealing in the company's securities remains closed until 48 hours after the declaration of the financial results, as per earlier communication dated March 24, 2026.
- ·Stock symbol: SATIN (NSE), Scrip Code: 539404 (BSE)
- ·Trading window closure reference: March 24, 2026 communication
05-05-2026
Larsen & Toubro reported record group order inflows of ₹435,590 crore for FY26, up 22% YoY, with revenues at ₹285,874 crore (+12% YoY) and recurring PAT of ₹17,238 crore (+18% YoY); order book hit ₹740,327 crore (+28% over Mar 2025). However, Q4 FY26 total consolidated PAT declined 3% YoY to ₹5,326 crore due to a ₹1,155 crore exceptional provision, despite recurring PAT growth of 5% to ₹5,289 crore. The board recommended a final dividend of ₹38 per share (up from ₹34) and approved key leadership appointments ahead of the 81st AGM on June 5, 2026.
- ·Record date for dividend: May 22, 2026.
- ·81st AGM: June 5, 2026 at 3:00 p.m. IST via VC/AVM; cut-off for e-voting: May 29, 2026.
- ·Mr. Vijay Sankar appointed Non-Executive Independent Director w.e.f. May 27, 2026 for 5 years.
- ·Mr. Pramit Jhaveri re-appointed Non-Executive Independent Director w.e.f. April 1, 2027 for 5 years.
- ·Mr. R. Shankar Raman re-appointed President & Whole-time Director-Finance w.e.f. Oct 1, 2026 for 2 years; ceases as CFO June 30, 2026.
- ·Sanmar Group turnover: approx. US$1.6 billion.
05-05-2026
Larsen & Toubro achieved record group order inflows of ₹435,590 crore (+22% YoY) and revenues of ₹285,874 crore (+12% YoY) for FY26 ended March 31, 2026, with recurring PAT at ₹17,238 crore (+18% YoY) and order book at ₹740,327 crore (+28% YoY). However, total consolidated PAT was ₹16,084 crore impacted by a one-time ₹1,155 crore exceptional provision, and Q4 total PAT declined 3% YoY to ₹5,326 crore despite recurring PAT growth of 5% to ₹5,289 crore. The board recommended a final dividend of ₹38 per share (up from ₹34), announced the 81st AGM on June 5, 2026, and approved key executive appointments.
- ·81st AGM scheduled for June 5, 2026 at 3:00 p.m. IST via VC/AVM; Record Date for dividend: May 22, 2026; Cut-off for e-voting: May 29, 2026.
- ·Appointment of Mr. Vijay Sankar as Independent Director w.e.f. May 27, 2026 for 5 years.
- ·Re-appointment of Mr. Pramit Jhaveri as Independent Director w.e.f. April 1, 2027 for second 5-year term.
- ·Re-appointment of Mr. R. Shankar Raman as Whole-time Director - Finance w.e.f. October 1, 2026 for 2 years; ceases as CFO June 30, 2026.
- ·International orders: 58% of FY26 inflows, 67% of Q4 inflows, 52% of order book.
05-05-2026
Larsen & Toubro achieved record Group order inflows of ₹435,590 crore (+22% YoY) and revenues of ₹285,874 crore (+12% YoY) for FY26 ended March 31, 2026, with order book at an all-time high of ₹740,327 crore (+28% over March 2025). Recurring PAT grew 18% YoY to ₹17,238 crore, but total consolidated PAT was ₹16,084 crore due to a one-time ₹1,155 crore provision; Q4 revenues rose 11% to ₹82,762 crore while total PAT declined 3% YoY to ₹5,326 crore. The Board recommended a final dividend of ₹38 per share (up from ₹34 prior year).
- ·Final dividend record date: May 22, 2026; payment post-AGM tentatively by June 10, 2026.
- ·81st AGM on June 5, 2026 at 3:00 p.m. IST via VC/AVM; cut-off date May 29, 2026 for e-voting.
- ·Appointment of Mr. Vijay Sankar as Independent Director w.e.f. May 27, 2026 for 5 years.
- ·Re-appointment of Mr. Pramit Jhaveri as Independent Director w.e.f. April 1, 2027 for 5 years.
- ·Re-appointment of Mr. R. Shankar Raman as President & Whole-time Director - Finance w.e.f. Oct 1, 2026 for 2 years; ceases as CFO June 30, 2026.
05-05-2026
Mahindra & Mahindra Limited disclosed related party transactions for the half year ended March 31, 2026, pursuant to Regulation 23(9) of SEBI LODR, primarily involving sales of goods/services to subsidiaries and associates, with the largest transaction being ₹7,069.16 Crores to Mahindra Electric Automobile Limited. Other significant sales include ₹873.88 Crores to Mahindra & Mahindra South Africa (Proprietary) Limited and ₹642.73 Crores to Mahindra Last Mile Mobility Limited, while minor negative values such as -₹0.03 Crores to Mahindra MSTC Recycling Private Limited and -₹0.29 Crores to Mahindra TEQO Private Limited indicate possible adjustments or returns. All transactions were pre-approved by the Audit Committee, with no loans, inter-corporate deposits, advances, or investments reported.
- ·Disclosure covers half year ended March 31, 2026, filed on May 5, 2026
- ·No details on loans, inter-corporate deposits, advances, or investments; only sales/purchases of goods/services and fixed assets
- ·Transactions with subsidiaries, associates (including subsidiaries of associates), and related parties of subsidiaries
- ·Submitted to NSE, BSE, Luxembourg Stock Exchange, and London Stock Exchange
- ·All transactions approved by Audit Committee prior to execution; no ratification needed
05-05-2026
Larsen & Toubro reported FY26 order inflow of ₹4356 bn (+22% YoY), revenue of ₹2859 bn (+12% YoY), recurring PAT of ₹172 bn (+18% YoY), and order book of ₹7403 bn (+28% YoY) with international orders at 52%. However, Q4 FY26 order inflow was nearly flat at ₹898 bn (+0.2% YoY), EBITDA margin declined to 10.4% from 11.0%, reported PAT fell 3% YoY to ₹53 bn, and segments like Infrastructure showed subdued revenue growth (2-3% YoY) while Others declined due to lower realty handovers.
- ·SPAs signed for divestment of Nabha Power and Hyderabad Metro (classified as Held for Sale; closure expected Q1 FY27)
- ·International orders constitute 52% of Order Book
- ·Financial Services: Retail Book 98%, PCR 67%, RoA 2.40%, CRAR 18.34%
- ·P&M portfolio Segment Result / Funds Employed improved to 47.5% in FY26 from 35.3% in FY25
- ·Healthy addressable prospects pipeline of ~₹17.8 trillion for FY27
05-05-2026
Integra Switchgear Ltd. reported consolidated audited financial results for the quarter and year ended March 31, 2026, showing zero net sales/income from operations and a net loss of ₹29.07 L for FY26 versus a profit of ₹1.51 L in FY25, with total income declining 81% YoY to ₹2.49 L. Q4 FY26 income fell 93% YoY to ₹0.51 L, resulting in a loss of ₹8.43 L compared to a ₹3.37 L profit prior year. Cash and cash equivalents dropped 54% to ₹73.47 L, while total assets decreased 16% to ₹175.00 L; the company completed the acquisition of Bimal Switchgear Private Limited on December 29, 2025, now a wholly-owned subsidiary.
- ·EPS (Basic & Diluted) FY26: ₹(1.01) vs FY25: ₹0.05 (Consolidated).
- ·Other Equity FY26: ₹(121.57) L vs FY25: ₹(92.50) L (Consolidated).
- ·Property Plant & Equipment FY26: ₹27.18 L vs FY25: ₹25.42 L (Consolidated).
- ·Net cash decrease FY26: ₹87.44 L.
- ·Standalone FY26 net loss: ₹28.90 L vs FY25 profit ₹1.51 L.
05-05-2026
L&T Finance achieved record FY26 PAT of ₹3,003 Cr, up 14% YoY (before ₹21 Cr one-time impact), and Q4FY26 PAT of ₹807 Cr, up 27% YoY, fueled by highest-ever quarterly retail disbursements of ₹24,107 Cr (+62% YoY from ₹14,899 Cr) and retail book growth of 26% YoY to ₹1,19,508 Cr (overall book ₹1,21,728 Cr). RoA improved to 2.4% (+18 bps YoY in Q4) with credit costs moderating to 2.64% (-19 bps QoQ), though it missed Lakshya 2026 target of 2.8-3% due to MFI crisis headwinds. The company met most Lakshya 2026 goals (98% retailisation, 28% CAGR retail book growth vs 25% target, GS3 2.88%<3%, NS3 0.96%<1%) and launched Lakshya 2031 targeting 20%+ book CAGR, credit costs <2%, RoA 3.0-3.2%, RoE 16-18%.
- ·Total income grew 26% YoY and 4% QoQ in Q4FY26 with PPOP +31% YoY.
- ·RGL and MFI collection efficiencies restored to 99.8%+ pre-crisis levels.
- ·AI tools like Project Cyclops outperformed industry in Two-Wheeler credit performance over 10 months; Helios reduced SME underwriting TAT.
05-05-2026
Mahindra & Mahindra Limited conducted its Q4FY26 Earnings Conference Call on May 5, 2026, from 3:30 p.m. to 5:15 p.m. in hybrid mode, discussing the audited standalone and consolidated financial results for the fourth quarter and financial year ended March 31, 2026. The audio-video recording of the interaction with analysts and institutional investors is available on the company's website under Investor Relations > Earnings Update and on YouTube at https://youtu.be/m0pzdOSolhI. No unpublished price-sensitive information was shared during the call.
- ·Call intimation dated April 14, 2026; presentation submitted May 5, 2026
- ·Pursuant to SEBI LODR Regulations 30, 46 and Para 15(b)(i)/(ii) of Part-A Schedule III
- ·Scrip Symbol: M&M; Scrip Code: 500520; ISIN: USY541641194
- ·Website link: https://www.mahindra.com/investor-relations/reports
05-05-2026
Infosys Limited announced that its management and Investor Relations team will participate in multiple Non-Deal Roadshows (NDRs) and conferences from May 11 to May 20, 2026, in locations including Miami, Toronto, New York, Montreal, San Francisco, Hong Kong, and Singapore. Key participants include CFO Jayesh Sanghrajka, Financial Controller and Head of Investor Relations Sandeep Mahindroo, AVP Investor Relations Ganesh Ramasubramanian, and Senior Manager Investor Relations Sweta Sheth. The notice is directed to BSE Limited, National Stock Exchange of India Limited, and New York Stock Exchange, and will be hosted on the company's website.
- ·Goldman Sachs Asia Communacopia + Technology Conference on May 18, 2026, in Hong Kong.
- ·Citi 2026 Pan-Asia Conference on May 19-20, 2026, in Singapore.
- ·Filing signed by A.G.S. Manikantha on May 5, 2026.
05-05-2026
Larsen & Toubro Limited's Energy Hydrocarbon Onshore business secured a large order from Bharat Coal Gasification and Chemicals Ltd (BCGCL), a JV of Coal India Ltd and Bharat Heavy Electricals Ltd, for LSTK Package-4 involving a Nitric Acid and Ammonium Nitrate Plant in Odisha with 2,000 tonnes per day capacity. The project supports India's coal gasification efforts under Aatmanirbhar Bharat, targeting 100 million tonnes by 2030, and highlights L&T's EPC expertise in complex projects. No declines or flat metrics reported.
- ·Order classified as 'Large' (₹2,500 to 5,000 Cr)
- ·Scope includes process licensing, basic design, detailed engineering, procurement, construction, mechanical completion, pre-commissioning, commissioning, performance tests, project management, and handover
- ·L&T Energy Hydrocarbon Onshore delivers EPC solutions across hydrocarbon sectors including refineries, petrochemicals, gas processing, fertilisers, LNG terminals, and pipelines
- ·Filing date: May 05, 2026
05-05-2026
Larsen & Toubro Limited's Nomination & Remuneration Committee approved the allotment of 35,981 equity shares on May 5, 2026, to grantees who exercised options under the Company's Employee Stock Option Schemes. The shares rank pari-passu with existing equity shares. No financial impact or performance metrics were disclosed.
- ·NRC meeting commenced at 11:30 a.m. and concluded at 12:15 p.m.
- ·BSE Stock Code: 500510; NSE Stock Code: LT
05-05-2026
ICICI Bank Limited allotted 1,083,096 equity shares of face value Rs. 2 each on May 5, 2026, under the ICICI Bank Employees Stock Option Scheme-2000. The allotment was approved by two Executive Directors at 02:02 p.m. on the same day, pursuant to powers delegated by the Board of Directors at its meeting on October 21, 2023. The letter was signed by Vivek Ranjan of the Leadership Team.
- ·Approval time: 02:02 p.m. on May 5, 2026
- ·Board delegation meeting: October 21, 2023
05-05-2026
Infosys Limited announced the completion of its acquisition of Optimum Healthcare IT, a Best in KLAS healthcare digital transformation firm based in Jacksonville Beach, Florida, following the initial announcement on March 25, 2026. This strategic move enhances Infosys' healthcare capabilities, adding provider-domain expertise, new clients, expanded technology partnerships (including Elite ServiceNow, Premier AWS, Workday, and Microsoft Azure), and synergies with Infosys Topaz and Infosys Cobalt to drive AI-powered cloud and data transformations. No financial terms of the deal were disclosed.
- ·Optimum Healthcare IT recognized as Best in KLAS and 2026 ServiceNow Partner of the Year.
- ·Optimum Healthcare IT is an Elite ServiceNow partner, Premier AWS partner, Workday Services partner, and Microsoft Azure partner.
- ·Acquisition completion date: May 5, 2026.
- ·Infosys operates in 63 countries with over four decades of experience.
05-05-2026
Trent Limited intimated the schedule of upcoming analyst/institutional investor meetings pursuant to Regulation 30 of SEBI LODR Regulations, 2015. Meetings are scheduled with Franklin Templeton Mutual Fund on May 11, 2026 (one-to-one) and T. Rowe Price on May 20, 2026. The schedule is subject to change due to exigencies, and no unpublished price sensitive information will be shared.
- ·Filing date: May 05, 2026
- ·Stock symbol: TRENT (NSE), Scrip Code: 500251 (BSE)
- ·Membership No.: A16536
05-05-2026
Mahindra & Mahindra Ltd's Board approved audited consolidated FY26 financial results, showing strong YoY growth with revenue from operations up 24.6% to ₹1,97,792.78 Cr and PAT up 32.3% to ₹18,621.71 Cr, driven by all segments including Automotive (+29.5%) and Farm Equipment (+20.3%). Recommended final dividend of ₹33 (660%) per share (face value ₹5), up from ₹25.3 (506%) last year. While Q4 FY26 revenue grew 28.9% YoY, Farm Equipment revenue declined 12.9% QoQ to ₹10,022.10 Cr with segment results down 19.0% QoQ.
- ·80th AGM scheduled for 30th July 2026 at 3:00 p.m. IST via VC/OAVM.
- ·Record date for dividend: 3rd July 2026.
- ·Book closure: 4th July to 30th July 2026.
- ·Group Chief Internal Auditor change: K N Vaidyanathan ceases 30th June 2026; Vimal Agarwal appointed 1st July 2026.
- ·EPS Basic FY26: ₹153.10 (vs ₹115.91 FY25); Diluted: ₹152.18 (vs ₹115.06).
05-05-2026
Mahindra & Mahindra Limited approved audited consolidated financial results for FY26, reporting revenue from operations of ₹1,97,792.78 Cr, up 24.6% YoY from ₹1,58,749.75 Cr, and profit after tax of ₹18,621.71 Cr, up 32.3% YoY from ₹14,073.17 Cr, driven by growth across all segments including Automotive (+29.7% YoY to ₹1,17,834.13 Cr). The board recommended a final dividend of ₹33 per equity share (660% on ₹5 face value), up from ₹25.3 last year. However, Farm Equipment segment revenue declined 12.9% QoQ to ₹10,022.10 Cr from ₹11,500.69 Cr in Q3 FY26.
- ·80th AGM scheduled for 30th July 2026 at 3:00 p.m. IST via VC/OAVM.
- ·Record date for dividend: 3rd July 2026.
- ·Register of Members and Share Transfer Books closed from 4th July 2026 to 30th July 2026.
- ·Seeking shareholder approval for remuneration to Mr. Anand G. Mahindra and material related party transactions.
- ·Group Chief Internal Auditor change: Mr. K N Vaidyanathan ceases 30th June 2026; Mr. Vimal Agarwal appointed 1st July 2026.
- ·Basic EPS FY26: ₹153.10 (vs ₹115.91 FY25).
05-05-2026
Mahindra & Mahindra's Board approved audited consolidated FY26 financial results with revenue from operations at ₹1,97,792.78 Cr, up 24.6% YoY from ₹1,58,749.75 Cr, and profit after tax attributable to owners at ₹17,098.85 Cr, up 32.2% YoY from ₹12,929.10 Cr; Q4 revenue rose 28.9% YoY to ₹54,891.55 Cr. The Board recommended a final dividend of Rs. 33 (660%) per share of Rs. 5 face value, up from Rs. 25.3 (506%) last year. However, Farm Equipment segment revenue declined 12.9% QoQ to ₹10,022.10 Cr, and Industrial Businesses & Consumer Services segment result fell 37.6% QoQ to ₹458.06 Cr.
- ·80th AGM scheduled for July 30, 2026 via VC/AVM; book closure July 4-30, 2026; record date for dividend July 3, 2026.
- ·Seeking shareholder approval for remuneration to Anand G. Mahindra and material related party transactions.
- ·Basic EPS FY26: Rs. 153.10 (vs Rs. 115.91 FY25); Q4 FY26: Rs. 41.77.
- ·Statutory auditors issued unmodified opinion on FY26 results.
05-05-2026
Tata Consumer Products Limited has informed stock exchanges of a technical glitch with the previously provided link for the Conference Call on Audited Standalone and Consolidated Financial Results for the quarter and year ended March 31, 2026. A new joining link has been issued, with no change to the scheduled date and time: Friday, May 08, 2026, at 06:30 p.m. IST. The call will feature key executives including MD & CEO Sunil D’Souza, Group CFO Ashish Goenka, and others.
- ·Conference Call webcast and dial-in details provided: Universal Dial-in +91 22 6280 1524 / +91 22 7115 8820.
- ·Previous intimation dated April 30, 2026; refer to https://www.tataconsumer.com/investor/events-calendar for updates.
- ·Scrip Codes: NSE - TATACONSUM, BSE - 500800, CSE - 10000027 (Demat)/27 (Physical).
05-05-2026
Mahindra & Mahindra reported FY26 consolidated revenue of ₹198,639 Cr, up 25% YoY, and PAT of ₹17,099 Cr, up 35% excluding FY25 land sale gains of ₹304 Cr, with strong growth in Auto (PAT +33% to ₹7,842 Cr) and Services (PAT +54% to ₹4,960 Cr). The company maintained #1 market share in SUVs (25.3%), LCVs <3.5T (52.3%), Tractors (43.6%), and electric 3-wheelers (40.0%), with dividend increased 30% to Rs. 33.0 per share. However, Farm consolidated Q4 PAT grew only 1% YoY, and there were QoQ declines in Farm revenue (₹10,022 Cr vs ₹11,501 Cr) and PBIT.
- ·SUV revenue market share FY26 at 25.3%, up 260 bps; Q4 at 24.5%, up 60 bps
- ·LCVs <3.5T market share at 52.3%, up 60 bps
- ·Tractors market share FY26 at 43.6%, up 30 bps; Q4 at 42.1%, up 90 bps
- ·Electric 3 wheelers market share at 40.0%
- ·Tech Mahindra EBIT margin at 12.6%, up 290 bps
- ·MMFSL GS3 at 3.41%
- ·3 International Farm exits
- ·Standalone FY26 RoE at 20.1%, EPS at Rs 152.2
05-05-2026
Mahindra & Mahindra Ltd approved audited consolidated financial results for FY26, reporting revenue from operations up 24.6% YoY to ₹1,97,792.78 Cr and profit after tax up 32.3% YoY to ₹18,621.71 Cr, with all segments showing YoY growth led by Automotive (+29.5% revenue to ₹1,17,834.13 Cr). The Board recommended a higher final dividend of ₹33 (660%) per equity share of ₹5 face value, up from ₹25.3 (506%) last year. While Q4 FY26 showed strong YoY growth, Farm Equipment revenue declined 13% QoQ to ₹10,022.10 Cr and segment results fell 19% QoQ.
- ·80th AGM scheduled for July 30, 2026 at 3:00 p.m. IST via VC/AVM.
- ·Record date for dividend: July 3, 2026.
- ·Book closure: July 4 to July 30, 2026.
- ·Seeking shareholder approval for remuneration to Anand G. Mahindra and material related party transactions.
- ·Basic EPS FY26: ₹153.10 (vs ₹115.91 FY25).
05-05-2026
Mahindra & Mahindra Ltd reported robust FY26 audited consolidated financial results with revenue from operations surging 24.6% YoY to ₹1,97,792.78 Cr and profit after tax attributable to owners rising 32.2% to ₹17,098.85 Cr, alongside EPS of ₹153.10 (up 32.2% YoY). The Board recommended a final dividend of ₹33 per share (up 30.4% from ₹25.3 prior year), while Q4 FY26 revenue grew 28.9% YoY but Farm Equipment revenue declined 12.9% QoQ and Industrial Businesses segment results fell 37.6% QoQ. All segments showed strong FY YoY growth led by Automotive (+29.5%).
- ·80th AGM scheduled for July 30, 2026 at 3:00 p.m. IST via Video Conferencing/Other Audio Visual Means
- ·Record Date for final dividend: July 3, 2026
- ·Register of Members and Share Transfer Books closed from July 4, 2026 to July 30, 2026
- ·Statutory Auditors issued unmodified opinion on audited standalone and consolidated financial results
- ·Seeking shareholder approval for remuneration to Mr. Anand G. Mahindra and material related party transactions at AGM
- ·Group Chief Internal Auditor change: Mr. K N Vaidyanathan ceases June 30, 2026; Mr. Vimal Agarwal appointed July 1, 2026
05-05-2026
Mahindra & Mahindra's Board approved audited consolidated FY26 financial results with revenue from operations surging 24.6% YoY to ₹1,97,792.78 Cr and PAT rising 32.3% YoY to ₹18,621.71 Cr, driven by strong Automotive segment growth of 29.7% YoY. The Board recommended a higher final dividend of ₹33 (660%) per share (face value ₹5), up from ₹25.3 (506%) last year. However, Q4 saw QoQ declines including Farm Equipment revenue down 12.9% to ₹10,022.10 Cr and segment results down 19% to ₹1,015.52 Cr, while Industrial Businesses profit fell 37.6% QoQ to ₹458.06 Cr.
- ·80th AGM scheduled for Thursday, 30th July 2026 at 3:00 p.m. IST via VC/AVM.
- ·Record date for dividend: Friday, 3rd July 2026.
- ·Book closure: Saturday, 4th July 2026 to Thursday, 30th July 2026.
- ·Statutory auditors issued unmodified opinion on FY26 results.
- ·Seeking shareholder approval for remuneration to Anand G. Mahindra and material related party transactions.
05-05-2026
Mahindra & Mahindra reported strong Q4 FY26 consolidated results with revenue up 29% YoY to ₹54,982 Cr and PAT up 42% to ₹4,668 Cr; FY26 revenue grew 25% to ₹1,98,639 Cr and PAT up 35%* to ₹17,099 Cr (excluding ₹304 Cr F25 land sale gains). Auto PAT rose 33% to ₹7,842 Cr driven by 19% volume growth and 80 bps margin expansion, Farm PAT up 13% to ₹4,298 Cr with 24% volumes but offset by international; MMFSL PAT (M&M share) up 60%^ to ₹1,495 Cr though GS3 fell 27 bps to 3.41%, TechM up 14% to ₹1,342 Cr.
- ·SUV market share 25.3% (+260 bps), LCV (<3.5T) 52.3% (+60 bps), Farm machinery market share 43.6% (+30 bps)
- ·TechM TCV $3,794 mn (+42%), EBIT margin 12.6% (+290 bps)
- ·Group ROE at 20%
- ·Supply chain: INR 100,000 Cr+ purchases, high risk 82 part-families
05-05-2026
Mahindra & Mahindra Ltd reported strong Q4 FY26 consolidated revenue growth of 29% to ₹54,982 Cr and PAT up 42% to ₹4,668 Cr, with FY26 revenue up 25% to ₹1,98,639 Cr and PAT up 35%* to ₹17,099 Cr (excluding ₹304 Cr F25 land sale gains; reported +32%). Auto and Farm segments drove performance with PAT growth of 33% and 13% respectively, volume increases of 19% and 24%, and margin expansions of 80 bps and 150 bps, alongside MMFSL PAT up 60%^ (GS3 at 3.41%, down 27 bps) and Growth Gems up 50%. However, Farm growth was offset by international performance, TechM showed modest 14% PAT growth despite margin expansion, and exclusions highlight underlying adjustments.
- ·Auto SUV revenue market share 25.3% (+260 bps FY26 VPY)
- ·Farm machinery market share 43.6% (+30 bps FY26 VPY)
- ·LCV (<3.5T) market share 52.3% (+60 bps FY26 VPY, Bolero Max Pickup 2T classified under LCV 2-3.5T)
- ·EV penetration 9.6% FY26
- ·RoE steady at 20% FY26
- ·Supply chain: INR 100,000 Cr+ purchases, 100,000+ parts, 40+ commodities
- ·AI expected FY27 outcomes: ₹4100 Cr revenue share, 2-3 pp reduction in time to outcomes, 10% market for NPD uptick in CSAT, ₹10,000 Cr disbursements via agentic acquisitions
05-05-2026
Ritco Logistics Limited informed the stock exchanges of the resignation of Ms. Shweta Jain (DIN: 07872968) as Independent Director, effective close of business hours on May 5, 2026, due to unavoidable preoccupations in her professional life. The Board expressed sincere appreciation for her contributions during her tenure. She confirmed no other material reasons for the resignation beyond those stated, and holds directorships in Jayant Agro-Organics Limited and Ballarpur Industries Limited.
- ·Resignation letter dated May 5, 2026, enclosed as Annexure II
- ·In Jayant Agro-Organics Limited: Member of Nomination and Remuneration Committee; Chairman of Audit Committee, Corporate Social Responsibility Committee, and Stakeholders Relationship Committee
- ·In Ballarpur Industries Limited: Independent Director with no committee positions mentioned
- ·Disclosure pursuant to Regulation 30 of SEBI Listing Regulations and SEBI Master Circular dated January 30, 2026
05-05-2026
ICICI Bank Limited disclosed receiving an administrative warning from SEBI on May 4, 2026, alleging certain non-compliances in its activities as a depository participant under SEBI (Depositories and Participants) Regulations, 2018, identified during a periodic inspection by SEBI and depositories. The Bank is taking necessary corrective actions. It stated there is no material impact on the financial, operations, or other activities of the Bank.
- ·Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
- ·SEBI letter dated and received May 4, 2026 at 4:07 p.m.
- ·Copies sent to NYSE, SIX Swiss Exchange Ltd., Singapore Stock Exchange, and Japan Securities Dealers Association
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