Indian inventory market: Indian benchmark indices, the Sensex and Nifty 50, edged larger on Thursday, monitoring upbeat international market developments. Nevertheless, the upside was capped as traders stayed cautious forward of the deliberate Russia-U.S. discussions on the Ukraine disaster, maintaining general sentiment muted through the holiday-shortened week.
On August 14, the Nifty managed to carry above the 24,600 mark, with the Sensex closing 57.75 factors, or 0.07%, larger at 80,597.66, and the Nifty ending 11.95 factors, or 0.05%, up at 24,631.30.
On the event of 79th Independence Day, Seema Srivastava, Senior Analysis Analyst at SMC World Securities, has really helpful 11 shares to purchase for long-term potential.
Shares to purchase
Larsen Toubro Restricted
Larsen & Toubro (L&T) delivered a powerful Q1 FY26 efficiency, with PAT rising 30% YoY to ₹Rs.4,379 crore, pushed by improved execution throughout segments, strong order inflows, and environment friendly treasury administration. Income progress was led by Power (+47% YoY) and Hello-Tech Manufacturing (+75% YoY), whereas different revenue surged 47% YoY on larger yields. The corporate secured file quarterly orders price Rs.94,453 crore, up 33% YoY, with worldwide enterprise contributing 52% of inflows. Orders spanned thermal BTG, renewables, energy T&D, hydrocarbons, hydel, non-ferrous metals, and actual property initiatives, showcasing L&T’s diversified presence. The consolidated order guide stood at Rs.6.12 lakh crore (+6% QoQ), with 46% from abroad markets, offering multi-year income visibility. Sturdy PBT progress (+25.3% YoY) and rising return ratios mirror operational effectivity and disciplined execution. Strategic enlargement into high-potential sectors similar to semiconductors, knowledge facilities, inexperienced vitality, and digital platforms positions L&T to profit from India’s infrastructure growth and international demand for sustainable, tech-driven options. With unmatched capabilities in engineering, manufacturing, and venture administration, alongside a file order pipeline, L&T is well-placed for sustained progress over the subsequent 5 years, making it a compelling long-term funding in India’s infrastructure and industrial progress story.
Infosys
Infosys reported Q1 FY26 revenues of Rs.42,279 crore, up 7.5% YoY (3.8% in fixed forex) and a pair of.6% QoQ, pushed by sturdy enterprise AI capabilities, consumer consolidation wins, and deep buyer relationships. Giant deal TCV stood at $3.8 billion, with 55% internet new, underscoring wholesome demand visibility. Working margin remained resilient at 20.8%, although barely decrease by 30 bps YoY and 20 bps QoQ, reflecting continued investments underneath Mission Maximus to drive strategic priorities. EPS grew 8.6% YoY to Rs.16.70, whereas FCF of Rs.7,533 crore declined 17.7% YoY however maintained strong conversion at 108.8% of internet revenue, marking the fifth consecutive quarter above 100%. Administration guided for FY26 income progress of 1–3% in fixed forex and working margins between 20–22%, supported by proactive forex hedging and value self-discipline. Whereas near-term progress stays moderated by macro uncertainties, Infosys’s sturdy order guide, increasing AI and digital portfolio, execution energy, and concentrate on worthwhile progress place it effectively for long-term worth creation. Strategic investments, coupled with secure margins and constant money technology, reinforce its potential to navigate market volatility whereas sustaining its aggressive management within the international IT providers area.
Axis Financial institution
Axis Financial institution’s Q1 FY26 efficiency mirrored regular enterprise progress however softer profitability metrics. Advances grew 8% YoY and a pair of% QoQ, with focus segments—SBB, SME, mid-corporate, rural, private loans, and bank cards—rising 11% YoY. SME loans had been up 16% YoY, mid-corporate 24% YoY, and company loans 9% YoY. Deposit progress was 9% YoY, led by time period deposits (+12%), whereas CASA progress was modest at 3–9%. NII was flat YoY (+1%) and down 2% QoQ, with NIM declining 17 bps QoQ to three.80%. Asset high quality weakened marginally as GNPA rose to 1.57% and NNPA to 0.45%, whereas PCR eased to 71%. Slippages had been elevated with gross slippage ratio at 3.13% and internet credit score price at 1.38%. Working revenue grew 14% YoY to Rs.11,515 crore, supported by 2% price progress, although internet revenue declined 4% YoY to Rs.5,806 crore as a result of larger provisions. Whereas near-term earnings are impacted by margin stress and asset high quality moderation, Axis Financial institution’s diversified mortgage combine, sturdy positioning in high-growth segments, wholesome deposit base, and disciplined price administration present a stable platform for sustainable long-term progress as soon as credit score prices normalize and rate of interest pressures ease.
KEC Worldwide Restricted
KEC Worldwide started FY26 with sturdy operational and monetary momentum, reporting a 42% YoY soar in PAT to Rs.125 crore and a 41% rise in PBT to Rs.158.5 crore in Q1, pushed by wholesome income progress and margin enlargement. EBITDA grew 19% YoY to Rs.350 crore, with margins enhancing to 7% from 6.5% a yr in the past, reflecting higher execution and value management. Order consumption through the quarter stood at Rs.5,517 crore, primarily from transmission & distribution and civil segments, taking the order guide to Rs.34,409 crore, supplemented by an L1 pipeline exceeding Rs.6,000 crore. The corporate’s complete executable pipeline, together with L1, now surpasses Rs.40,000 crore, guaranteeing strong income visibility. Internet debt diminished by ~Rs.250 crore YoY to Rs.5,348 crore regardless of double-digit income progress, underscoring enhancing monetary self-discipline, though internet working capital days rose barely to 128 from 122. Administration stays optimistic about demand throughout core companies, supported by a diversified portfolio, wholesome tender pipeline, and infrastructure spending momentum. Whereas manpower shortages and geopolitical components stay near-term challenges, KEC’s sturdy execution observe file, deleveraging focus, and enormous, diversified order backlog place it effectively for sustained worthwhile progress, making it a sexy long-term play within the international EPC and infrastructure area.
Trent
Trent Ltd delivered a resilient Q1 FY26 efficiency with PAT up 9% YoY to Rs.430 crore and income from operations (excluding Trent Hypermarket) rising 18.98% to Rs.4,883.48 crore, pushed by enlargement throughout its Westside, Zudio, and way of life ideas. On a standalone foundation, revenue grew 23.5% on a 19.8% income rise, supported by regular gross margins and an EBIT margin enchancment to 11.4%. The corporate operates over 1,000 large-format style shops in 242 cities, together with 248 Westside, 766 Zudio (two in UAE), and 29 different retailers, with a complete retail footprint exceeding 13 million sq. ft. Whereas like-for-like progress in style was in low single digits, sturdy contributions got here from rising classes similar to magnificence, innerwear, and footwear (21% of income) and digital gross sales (+35% YoY, 6% of Westside income). Strategic focus stays on Tier 2 and Tier 3 cities, technology-led effectivity, and enhancing buyer expertise. The Star meals retail enterprise now derives over 70% of revenues from personal manufacturers. Regardless of seasonal and geopolitical headwinds, Trent’s scale, model energy, omni-channel integration, and disciplined enlargement place it strongly for sustained long-term progress and worth creation in India’s evolving retail panorama.
Energy Finance Company Restricted
Energy Finance Company (PFC) reported a powerful Q1 FY26 efficiency with NIM enhancing 13 bps YoY to three.68% and asset high quality strengthening, as GNPA fell to 1.92% and NNPA to 0.38%, each solely associated to personal sector publicity. Mortgage property grew 16% YoY to Rs.5,49,786 crore, led by a 17% rise in distribution loans to Rs.2,22,144 crore, 13% progress in technology loans to Rs.2,59,667 crore, and eight% in transmission loans to Rs.38,176 crore. Non-public sector loans surged 39% to Rs.1,28,035 crore, whereas authorities sector loans rose 10% to Rs.4,21,751 crore. Disbursements jumped 90% YoY to Rs.37,023 crore, with sturdy progress throughout segments—technology (+106%), transmission (+81%), and distribution (+98%). Borrowings elevated 15% to Rs.4,60,372 crore, primarily through bonds (+13%) and time period loans (+19%). Whereas yield on property eased barely to 10.01%, price of funds fell to 7.40%, supporting margin enlargement. With a capital adequacy ratio of twenty-two.37%, PFC stays well-capitalized to fund India’s increasing energy infrastructure, notably in renewable vitality, transmission upgrades, and distribution modernization. Its scale, enhancing asset high quality, diversified borrower base, and robust disbursement momentum place it as a key long-term beneficiary of India’s vitality transition and energy sector reforms.
Bharat Electronics Restricted
In Q1 FY26, Bharat Electronics Ltd (BEL) posted a 25% year-on-year rise in PAT to Rs.969.13 crore, pushed by a big 560-basis level soar in working revenue margin to 27.9%, aided by efficient price administration and a beneficial execution combine. Income progress was modest at 5.2%, however the firm’s potential to translate this into sturdy profitability displays its operational effectivity and execution excellence. The order guide noticed a marginal 2.4% YoY decline to Rs.74,859 crore, which warrants monitoring; nevertheless, with continued defence modernisation, the federal government’s Make in India programme, and rising export alternatives, BEL stays effectively positioned to replenish and develop its order pipeline. Its debt-free stability sheet, wholesome money technology, and management in radar, missile techniques, and digital warfare give it a powerful aggressive edge. Strategic diversification into non-defence sectors similar to good cities, photo voltaic options, and cybersecurity affords extra progress drivers and income resilience. Backed by constant authorities help for indigenisation and a powerful file in executing large-scale initiatives, BEL stands out as a long-term compounding story in India’s defence and allied know-how area.
Hero MotoCorp
Hero MotoCorp delivered a gradual Q1 FY26 efficiency regardless of a difficult quantity setting, with standalone PAT inching up 0.3% YoY to Rs.1,126 crore and consolidated revenue surging 63% to Rs.1,705 crore, aided by a Rs.722 crore one-time acquire from dilution in an affiliate. PBT declined marginally by 0.4% to Rs.1,487 crore, whereas EBITDA stood at Rs.1,382 crore, with margins secure at 14.4%, reflecting price self-discipline. Gross sales volumes fell 10.94% YoY to 13.67 lakh models, resulting in a 4.7% income decline to Rs.9,727.8 crore. Regardless of decrease volumes, the corporate maintained profitability by means of a richer product combine and operational efficiencies. Its electrical mobility enterprise underneath the VIDA model gained traction, positioning Hero effectively within the rising EV section. World operations outperformed trade developments, supported by sturdy demand in key worldwide markets and a widening premium and commuter bike portfolio. Retail demand remained resilient, as indicated by larger VAHAN registrations, and the corporate expects momentum to enhance with the festive season and a number of new product launches forward. With management within the entry and deluxe bike classes, an increasing EV presence, and strong worldwide progress, Hero MotoCorp stays effectively positioned for long-term worth creation regardless of near-term demand volatility within the home market.
Siemens Power India
Siemens Power India posted a sturdy Q3SY25 efficiency, with internet revenue hovering 80% YoY, income rising 20%, and new orders surging 94%, reinforcing its sturdy foothold within the energy and vitality infrastructure sector. The corporate’s wholesome order backlog of over Rs.10,700 crore and margin enlargement to 17.6% mirror operational effectivity and pricing self-discipline. Strategic investments, together with Rs.280 crore to develop high-voltage switchgear capability in Aurangabad, intention to cater to rising home and export demand in energy transmission. With a diversified portfolio spanning standard energy, renewables, and rising hydrogen-based options, Siemens Power India is well-positioned to profit from the worldwide vitality transition. Administration credit the distinctive order influx to buoyant home demand, rising exports, and operational excellence, with ongoing capability additions in its Energy Transmission enterprise enhancing progress visibility. Backed by growing infrastructure investments and India’s push for cleaner, dependable vitality techniques, the corporate is about to seize sustained long-term alternatives in each home and worldwide markets. Its know-how management, execution capabilities, and strategic capability expansions strengthen its aggressive positioning, making it a powerful candidate for traders in search of publicity to the multi-year progress theme in energy infrastructure and vitality transition.
Canara Financial institution
Canara Financial institution posted a powerful Q1 FY26 efficiency with PAT rising 22% YoY to Rs.4,752 crore, pushed by wholesome credit score progress, improved asset high quality, and better working revenue (+12.3% YoY to Rs.8,554 crore), regardless of a 1.7% dip in internet curiosity revenue to Rs.9,009 crore. PBT grew 16.3% YoY to Rs.6,202 crore, supported by regular margins and decrease credit score prices. Home deposits expanded 8.74% YoY to Rs.13.39 lakh crore, whereas international advances rose 12.4% to Rs.10.96 lakh crore, led by strong progress in retail, agriculture, and MSME (RAM) lending, which surged 14.9% YoY to Rs.6.31 lakh crore. Asset high quality confirmed vital enchancment, with GNPA falling to 2.69% (vs. 4.14% a yr in the past) and NNPA at 0.63% (vs. 1.24% YoY), backed by a powerful provision protection ratio of 93.17%. Capital adequacy stays wholesome at 16.52%, with CET1 at 12.29%, guaranteeing ample progress capability. The financial institution’s enhancing stability sheet energy, prudent provisioning, and sustained mortgage progress in key segments place it effectively for long-term profitability. With sturdy capital buffers, higher asset high quality, and increasing retail and MSME portfolios, Canara Financial institution is poised to profit from India’s financial progress cycle and structural credit score demand, making it a stable long-term funding candidate.
Zen Applied sciences
In Q1 FY26, the corporate witnessed a brief slowdown in topline progress, but maintained sturdy underlying fundamentals. EBITDA and PAT margins remained regular, reflecting disciplined operations and efficient price management. With a consolidated order guide of Rs.754 crore, a debt-free stability sheet, and strong liquidity of Rs.918 crore, the corporate retains ample monetary energy and suppleness to seize progress alternatives. The acquisition of a 76% stake in TISA Aerospace marks a strategic entry into the high-growth UAV and loitering munitions section, effectively aligned with international defence developments. Subsidiaries ARIPL and UTS are already contributing operational synergies, with integration progressing as deliberate. Administration stays assured of attaining its H1 FY26 order influx goal of Rs.800 crore, supported by potential orders underneath the federal government’s emergency procurement programme notably for anti-drone techniques. Backed by a powerful order pipeline and beneficial coverage tailwinds for home manufacturing, the corporate is effectively positioned for long-term enlargement. Whereas FY26 is projected to be a consolidation part, the main focus will stay on executing its long-term progress technique, with a agency dedication to attaining the focused cumulative income of Rs.6,000 crore over the subsequent three yr.
Disclaimer: This story is for academic functions solely. The views and suggestions above are these of particular person analysts or broking corporations, not Mint. We advise traders to test with licensed specialists earlier than making any funding selections.
