Synopsis:
BSE Ltd, Hitachi Energy India Ltd, and 2 other large-cap firms reported over 100% operating profit growth in Q1FY26, reflecting strong demand, execution, and strong financial performance.
Several large-cap companies across diverse sectors have drawn strong investor attention with their impressive Q1 FY26 results. Their performance highlights better demand trends, improved operational efficiency, and effective strategies, all of which have contributed to robust business momentum.
Listed below are four financially sound stocks that have demonstrated strong financial performance and long-term growth potential by reporting a Q1FY26 operating profit increase of over 100% year over year.
1. BSE Ltd
BSE (Bombay Stock Exchange), founded in 1875 as The Native Share & Stock Broker’s Association, is Asia’s oldest and the world’s fastest stock exchange. It became India’s first listed exchange in 2017.
BSE offers trading in equities, currencies, debt, derivatives, and mutual funds, and also runs the country’s largest SME platform, the BSE Star MF platform, and the BSE Bond platform for private debt placements.
BSE Ltd has a market value of Rs. 90,148.18 crore and is priced at Rs. 2,214. The company’s P/E stands at 56.8x, which is higher than the industry P/E of 56.7x. The ROCE of 46.6 percent, and ROE of 36 percent, indicates the company’s strong financial position.
In Q1FY26, the company reported revenue of Rs. 958.4 crore, an increase of 59.23 percent year over year from Rs. 602 crore in Q1FY25. The operating profit also increased sharply by 121.99 percent from Rs. 282 crore in Q1FY25 to Rs. 626 crore in Q1FY26.
2. Hitachi Energy India Ltd
Hitachi Energy is a global leader in electrification and power grid technologies, providing solutions that help over three billion people around the world achieve a sustainable energy future.
With over a century of experience in high-voltage systems, transformers, automation, and power electronics, it is dedicated to meeting rising electricity demand while enabling decarbonization.
Hitachi Energy India Ltd, established in 2019 as a joint venture between Hitachi and ABB’s Power Grids, offers comprehensive engineering, products, and services to utility and industry customers in the power sector.
With a market valuation of Rs. 88,030.42 crore, Hitachi Energy India Ltd is trading at Rs. 19,755. The stock’s P/E ratio is 173x higher as compared to industry P/E of 46.3x. The ROCE of 19.4 percent, ROE of 13.8 percent, highlights the company’s financial position.
The company’s revenue for Q1FY26 was Rs. 1,479 crore, increased by 11.45 percent as compared to 1,327 crore in Q1FY25. Whereas, operating profit rose to 222.92 percent from Rs. 48 crore in Q1FY25 to Rs. 155 crore in Q1FY26.
3. ICICI Prudential Life Insurance Company Ltd
ICICI Prudential Life Insurance Company Ltd, promoted by ICICI Bank (51% stake) and Prudential Corporation (22% stake), offers life insurance, pension and health insurance products across participating, non-participating and unit-linked segments. Its products are distributed through agents, banks, brokers, its sales force and the company’s website.
With a market valuation of Rs. 89,734.65 crore, ICICI Prudential Life Insurance Company Ltd is trading at Rs. 620.35. The stock’s P/E ratio is 71.1x lower as compared to industry P/E of 73.2x. With ROE of 10.3 percent, ROCE of 11.8 percent and debt to equity ratio of 0.21, highlights the company’s financial position.
The company’s revenue for Q1 FY26 was Rs. 25,401 crore, increased by 0.02 percent as compared to 25,396 crore in Q1 FY25. Whereas, operating profit rose to 526.47 percent from Rs. 34 crore in Q1FY25 to Rs. 213 crore in Q1FY26.
4. Bajaj Holdings & Investment Ltd
Bajaj Holdings & Investment Ltd. (BHIL) is registered with the Reserve Bank of India as an NBFC Investment and Credit Company. It functions mainly as a holding and investment company with no independent operations and earns most of its revenue from dividends on investments in group companies.
With a market valuation of Rs. 1,45,004.31 crore, Bajaj Holdings & Investment Ltd is trading at Rs. 13,038. The stock’s P/E ratio is 20.8x lower as compared to industry P/E of 21.7x. It has an ROE of 11 percent, ROCE of 9.82, indicating the company’s financial position.
The company’s revenue for Q1 FY26 was Rs. 325 crore, increased by 142.54 percent as compared to 134 crore in Q1 FY25. Whereas, operating profit rose to 289 percent from Rs. 73 crore in Q1FY25 to Rs. 284 crore in Q1FY26.
Written by Akshay Sanghavi
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