Synopsis:
Five large-cap firms posted over 100% profit growth in Q2 FY26, reflecting strong demand, execution, and strong financial performance.
A number of large-cap, high-growth companies across multiple sectors have attracted notable investor attention with their strong Q2 FY26 results. Their performance highlights robust demand, efficient operations, and effective strategic execution, collectively driving sustained business momentum.
Listed below are five fundamentally sound stocks that have demonstrated strong financial performance and long-term growth potential by reporting a Q2FY26 profit increase of over 100% year over year.
Ambuja Cements Limited
Ambuja Cements Limited, based in Ahmedabad and incorporated in 1981, manufactures and sells cement and related products in India, including Portland pozzolana cement, ordinary Portland cement, and specialty concrete products, serving homebuilders, developers, contractors, and professionals.
With a market capitalization of Rs. 1,35,208.74 crore, the shares of Ambuja Cements Limited closed at Rs. 547 on Friday, down by 1.57 percent from its previous closing price of Rs. 555.75 per equity share.
A return on equity (ROE) of about 8.73 percent, a return on capital employed (ROCE) of about 10.5 percent and debt to equity ratio at 0.02 demonstrate the company’s financial position. At the moment, the company’s P/E ratio is 23.6x which is lower as compared to its industry P/E 35.5x.
The company’s revenue for Q2FY26 was Rs. 9,174 crore, increased by 21.48 percent as compared to 7,552 crore in Q2FY25. Whereas, net profit rose to 364.11 percent from Rs. 496 crore in Q2FY25 to Rs. 2,302 crore in Q2FY26.
Hitachi Energy India Limited
Hitachi Energy India Limited, headquartered in Bengaluru and incorporated in 2019, provides products, projects, and services for electricity transmission and related activities in India and globally. It manufactures and supplies electric motors, generators, transformers, switchgear, and related equipment, and offers solutions in digitalization, cybersecurity, substation automation, and energy management.
With a market capitalization of Rs. 96,414.48 crore, the shares of Hitachi Energy India Limited closed at Rs. 21,631 on Friday, down by 3.42 percent from its previous closing price of Rs. 22,397 per equity share.
A return on equity (ROE) of about 13.8 percent, a return on capital employed (ROCE) of about 19.4 percent and debt to equity ratio at 0.02 demonstrate the company’s financial position. At the moment, the company’s P/E ratio is 134x which is higher as compared to its industry P/E 47.5x.
In Q2FY26, the company reported revenue of Rs. 1,833 crore, an increase of 17.95 percent year over year from Rs. 1,554 crore in Q2FY25. The net profit also increased sharply by 407.69 percent from Rs. 52 crore in Q2FY25 to Rs. 264 crore in Q2FY26.
Waaree Energies Limited
Waaree Energies Limited, based in Mumbai and founded in 1989, manufactures and exports solar photovoltaic modules for residential, commercial, industrial and institutional projects. It operates in three segments: module manufacturing, EPC and O&M solutions, and independent power production, offering various solar modules, inverters, solar products and renewable energy services.
With a market capitalization of Rs. 91,699.92 crore, the shares of Waaree Energies Limited closed at Rs. 3,188 on Friday, down by 1.81 percent from its previous closing price of Rs. 3,246.80 per equity share.
A return on equity (ROE) of about 27.4 percent, a return on capital employed (ROCE) of about 34.9 percent and debt to equity ratio at 0.26 demonstrate the company’s financial position. At the moment, the company’s P/E ratio is 33.9x which is lower as compared to its industry P/E 35.2x.
In Q2FY26, the company reported revenue of Rs. 6,066 crore, an increase of 69.73 percent year over year from Rs. 3,574 crore in Q2FY25. The net profit also increased sharply by 133.51 percent from Rs. 376 crore in Q2FY25 to Rs. 878 crore in Q2FY26.
Bharat Petroleum Corporation Limited
Bharat Petroleum Corporation Limited, based in Mumbai and incorporated in 1952, refines crude oil and markets petroleum products in India and internationally. It operates in downstream petroleum and hydrocarbon exploration, running fuel stations, LPG distribution, lubricants, aviation and industrial fuels, pipelines, petrochemicals, and city gas distribution, while also offering convenience, EV charging, and financial services.
With a market capitalization of Rs. 1,58,615.76 crore, the shares of Bharat Petroleum Corporation Limited closed at Rs. 365.60, up by 0.15 percent from its previous closing price of Rs. 365.05 per equity share.
A return on equity (ROE) of about 17.3 percent, a return on capital employed (ROCE) of about 16.2 percent and debt to equity ratio at 0.56 demonstrate the company’s financial position. At the moment, the company’s P/E ratio is 7.35x which is lower as compared to its industry P/E 13x.
In Q2FY26, the company reported revenue of Rs. 1,04,946 crore, an increase of 2.1 percent year over year from Rs. 1,02,785 crore in Q2FY25. The net profit also increased sharply by 117.84 percent from Rs. 2,842 crore in Q2FY25 to Rs. 6,191 crore in Q2FY26.
Bharti Airtel Limited
Bharti Airtel Limited, headquartered in New Delhi and incorporated in 1995, is a global telecommunications company providing mobile, fixed-line, broadband, digital TV, and enterprise services across India, Africa, and South Asia. Its offerings include 2G–5G wireless services, tower infrastructure, home and business connectivity solutions, cloud and cybersecurity services, and value-added digital services.
With a market capitalization of Rs. 12,34,505.80 crore, the shares of Bharti Airtel Limited closed at Rs. 2,165 on Friday, up by 0.31 percent from its previous closing price of Rs. 2,158.30 per equity share.
A return on equity (ROE) of about 23.2 percent, a return on capital employed (ROCE) of about 13.5 percent and debt to equity ratio at 1.77 demonstrate the company’s financial position. At the moment, the company’s P/E ratio is 40.3x which is lower as compared to its industry P/E 54.8x.
In Q2FY26, the company reported revenue of Rs. 52,145 crore, an increase of 25.73 percent year over year from Rs. 41,473 crore in Q2FY25. The net profit also increased sharply by 108.31 percent from Rs. 4,153 crore in Q2FY25 to Rs. 8,651 crore in Q2FY26.
Written by Akshay Sanghavi
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