Synopsis:
Two large-cap firms posted over 100% profit growth in Q1FY26, reflecting strong demand, execution, and strong financial performance.
Several large-cap, high-growth companies across various industries have garnered significant investor interest with their impressive Q1 FY26 results. Improved demand patterns, operational effectiveness, and strategic execution are all reflected in their performance, and these factors have all helped to create strong business momentum.
Listed below are two fundamentally sound stocks that have demonstrated strong financial performance and long-term growth potential by reporting a Q1FY26 profit increase of over 100% year over year.
1. JSW Steel Ltd
JSW Steel is a leading Indian steel company and a member of the JSW Group. It manufactures and sells iron and steel products for use in construction, infrastructure, and automobiles, along with other applications. With 15 plants in India and 13 iron ore mines, it currently has a steel-making capacity of 35.7 million tonnes, which it hopes to increase to 38.5 million tonnes.
With a market valuation of Rs. 2,58,606 crore, JSW Steel Ltd is trading at Rs. 1,057.30. The stock’s P/E ratio is 50.8x higher as compared to industry P/E of 21.9x. With a ROCE of 8.11 percent, ROE of 4.92 percent, and an exceptionally high debt-to-equity ratio of 1.24.
The company’s revenue for Q1FY26 was Rs. 43,147 crore, increased by 0.48 percent as compared to 42,943 crore in Q1FY25. Whereas, net profit rose to 154.79 percent from Rs. 867 crore in Q1FY25 to Rs. 2,209 crore in Q1FY26.
2. Dixon Technologies (India) Ltd
Dixon Technologies established in 1993, is an Indian Electronic Manufacturing Services (EMS) company. It operates in several segments, including consumer electronics, lighting, home appliances, CCTVs, and mobile phones. It also carries out reverse logistics operations. It also manufactures security devices, wearables, audibles, and AC-PCBs.
Dixon Technologies Ltd has a market value of Rs. 1,01,546.41 crore and is priced at Rs. 16,780. The company’s P/E stands at 119x, which is higher than the industry P/E of 35x. With a low debt-to-equity ratio of 0.22 and ROCE of 39.8 percent, and ROE of 32.9 percent, the company shows low leverage and good returns.
In Q1FY26, the company reported revenue of Rs. 12,836 crore, an increase of 95 percent year over year from Rs. 6,580 crore in Q1FY25. The net profit also increased sharply by 100 percent from Rs. 140 crore in Q1FY25 to Rs. 280 crore in Q1FY26.
Written by Akshay Sanghavi
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