Synopsis:
Five companies across diverse sectors posted strong year-on-year rebounds in Q1 FY26, driven by revenue growth and profit turnarounds. From Paytm’s first-ever quarterly profit to SAIL’s sharp recovery, these stocks highlight improving fundamentals and operational strength after a weak base in the June 2024 quarter.
A remarkable trend seen in the June quarter results of FY26 has been the return to profitability for several companies that were in the red last year. This turnaround has not only improved investor sentiment but also highlighted operational efficiency, demand recovery, and sectoral tailwinds.
1. Schloss Bangalore Limited
Schloss Bangalore is the parent company behind the iconic “The Leela” brand, owning, managing, and operating luxury hotels and resorts. The company’s portfolio includes The Leela Palaces, Hotels, and Resorts, offering high-end hospitality services through owned properties as well as third-party management and franchise agreements.
As of March 31, 2025, it had 3,553 keys across 13 hotels, comprising five owned, seven managed, and one franchised property. The company’s premium positioning and strong brand recall have made it a notable player in India’s luxury hospitality segment.
The company has a market cap of Rs. 14,348.50 crore. In a strong year-on-year performance between June 2024 and June 2025, revenue rose from Rs. 228 crore to Rs. 275 crore, registering a growth of 20 percent.
Gross profit surged from Rs. 28 crore to Rs. 75 crore, an increase of 167 percent. The company also swung into profitability, with net profit improving from a loss of Rs. 75 crore to a positive Rs. 9 crore.
2. Adani Energy Solutions Limited
Adani Energy Solutions Limited (AESL), a part of the Adani Group, is a diversified energy player operating in power transmission, smart metering, distribution, and sustainable cooling solutions.
It caters to both B2B and B2C segments, with its retail electricity distribution handled by Adani Electricity Mumbai Limited (AEML) and MPSEZ Utilities Limited. The company has built a nationwide footprint across sixteen Indian states, providing reliableenergy access and infrastructure solutions at scale.
The company has a market cap of Rs. 95,297.75 crore. In the year-on-year comparison between June 2024 and June 2025, revenue grew from Rs. 5,379 crore to Rs. 6,819 crore, marking a growth of 26 percent.
Gross profit rose from Rs. 1,746 crore to Rs. 1,850 crore, an increase of 5 percent. Net profit turned positive, moving from a loss of Rs. 1,191 crore to a profit of Rs. 539 crore during the same period.
3. Steel Authority of India Limited
Steel Authority of India Limited (SAIL), a government-owned entity and one of India’s largest steel producers, operates under the administrative control of the Ministry of Steel. Headquartered in New Delhi, SAIL produces a wide array of steel products including hot and cold-rolled sheets, structural steel, railway products, and TMT bars. Holding Maharatna status, the company enjoys significant operational and financial autonomy, supporting its large-scale manufacturing and nation-building efforts.
SAIL has a market cap of Rs. 49,974.12 crore. During the year-on-year period between June 2024 and June 2025, revenue rose from Rs. 23,998 crore to Rs. 25,922 crore, an increase of 8 percent.
Gross profit jumped from Rs. 818 crore to Rs. 1,327 crore, a rise of 62 percent. The company reported a net profit of Rs. 671 crore compared to a loss of Rs. 25 crore in the same quarter last year, marking a significant turnaround.
4. Mahindra EPC Irrigation Limited
Mahindra EPC Irrigation is a leading provider of customized irrigation and water management solutions for individual farmers and communities. With strong manufacturing capabilities, innovative product design, and a wide channel network, the company offers end-to-end services across planning, design, installation, agronomy, and post-sales support.
Its presence is backed by the Mahindra Group, and it is an approved partner under the government’s Per Drop More Crop scheme. The company also has a growing presence in African markets through irrigation projects and channel partnerships.
The company has a market cap of Rs. 387.28 crore. In the year-on-year comparison from June 2024 to June 2025, revenue increased from Rs. 45 crore to Rs. 62 crore, a growth of 37 percent.
Gross profit turned positive, improving from a loss of Rs. 3 crore to a profit of Rs. 2 crore. Similarly, net profit also turned positive, moving from a Rs. 3 crore loss to a Rs. 1 crore profit.
5. One97 Communications Limited (Paytm)
Founded in 2010, One97 Communications operates under the Paytm brand and provides mobile payment solutions, digital wallets, and financial services to both consumers and merchants.
The company enables various payment transactions, including UPI, bill payments, rent transfers, and card-based transactions. On the merchant side, it offers devices with QR codes, voice confirmation, and reconciliation features, creating a seamless payment ecosystem. It continues to strengthen its position as one of India’s largest fintech platforms.
The company has a market cap of Rs. 68,297.02 crore. In the year-on-year performance between June 2024 and June 2025, revenue grew from Rs. 1,502 crore to Rs. 1,918 crore, a rise of 27 percent.
Gross profit improved significantly, narrowing its loss from Rs. 971 crore to Rs. 95 crore. The company posted a net profit of Rs. 122 crore compared to a loss of Rs. 839 crore in the same quarter last year, indicating a strong shift towards profitability.
Written By Manan Gangwar
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