Tata Motors Passenger Vehicles grew revenue 9.3% in Q1 FY27, and still watched profit crash 80% to Rs 775 crore. That contradiction, driven by a Rs 150-crore forex swing, headlines a heavy stock-specific session on August 14, alongside Honasa Consumer’s record-breaking profit, a Rs 2,896-crore promoter block deal in UltraTech Cement, and a Nifty 50 fighting to hold support after two straight days of losses.
Key Takeaways
- Tata Motors Passenger Vehicles’ Q1 FY27 profit crashed 80% YoY to Rs 775 crore even as revenue rose 9.3% to Rs 95,799 crore, a Rs 150-crore forex loss and record EV volumes couldn’t offset the hit.
- Honasa Consumer posted its highest-ever quarterly profit, roughly doubling to Rs 90.4 crore, per the company’s regulatory filing.
- LG Electronics India, Welspun Living, KRBL and Indigo Paints all posted Q1 FY27 profit growth between 27% and 84% YoY.
- UltraTech Cement saw a Rs 2,896-crore promoter block deal, fully absorbed by 17 institutional buyers.
- SBI Mutual Fund pushed its Urban Company stake past 8.6% combined, even as three early investors, Vy Capital, Accel and Bessemer, trimmed their holdings.
- Nifty 50 closed at 24,395.85 on August 13, down 0.16% for a second straight session; 24,250 is the level to watch today.
STOCKS TO WATCH TODAY 14 AUGUST 2026
Nifty Slips for a Second Day as Middle East Tensions, Dollar Strength Weigh
Persistent Middle East tensions and a firmer US dollar outweighed the boost from softer US inflation data, pulling the Nifty 50 down for a second consecutive session. The index’s immediate resistance sits at 24,400–24,500, with a sustained close above 24,600 needed to improve the near-term structure, according to Ponmudi R, CEO of Enrich Money. On the downside, 24,300–24,250 is the level to defend, a decisive close below it could drag the index toward the 24,000 psychological mark, he said.
Q1 FY27 Earnings: Tata Motors PV Profit Crashes 80%, Honasa Posts Record High
Tata Motors Passenger Vehicles reported consolidated net profit of Rs 775 crore for the June quarter, down roughly 80% from Rs 3,924 crore a year earlier, according to the company’s regulatory filing. The drop came despite a 9.3% rise in revenue to Rs 95,799 crore from Rs 87,677 crore.
The culprit: a Rs 150-crore forex loss, against a Rs 523-crore forex gain in the year-ago quarter. MD & CEO Shailesh Chandra pointed to underlying operating strength instead, noting domestic volumes grew 46% YoY and EV volumes surged 112% YoY to a record 34,000-plus units.
Honasa Consumer, the parent of Mamaearth and The Derma Co, delivered the opposite story: its highest-ever quarterly profit and revenue. Consolidated net profit more than doubled, up roughly 119% YoY, to about Rs 90.4 crore from Rs 41.3 crore, per the company’s regulatory filing. Revenue rose 27% to Rs 755.9 crore from Rs 595.3 crore, and EBITDA nearly doubled to Rs 110 crore.
LG Electronics India’s profit rose 27.2% YoY to Rs 652.9 crore from Rs 513.3 crore, with revenue up 15.5% to Rs 7,233.4 crore and EBITDA at Rs 904 crore, according to Moneycontrol and ET.
Welspun Living’s net profit climbed 84% YoY to Rs 160.7 crore, with revenue up 23.7% to Rs 2,795.5 crore. EBITDA rose 42.4% to Rs 321.1 crore, taking the margin to 12% from 10%.
KRBL’s profit jumped 73.2% YoY to Rs 260.7 crore even as revenue fell 5.6% to Rs 1,495.9 crore — EBITDA margin expanded sharply to 20.56% from 12.16%, per ET.
Indigo Paints’ profit rose 61% YoY to Rs 41.7 crore, with revenue up 19.7% to Rs 369.7 crore.
Premier Explosives was the outlier: net profit fell 80.1% YoY to Rs 3.1 crore as revenue dropped 27.8% to Rs 102.6 crore, with EBITDA margin contracting to 5.71% from 14.68%, per ET.
Institutional money is moving fast today — track it live with NiftyTrader’s FII-DII Tracker (niftytrader.in/fii-dii-data), updated through the session as fresh flow data comes in.
Corporate Actions: Birla Estates Enters Navi Mumbai, UltraTech and Urban Company See Big Block Deals
Birla Estates, a wholly owned subsidiary of Aditya Birla Real Estate, announced its entry into the Navi Mumbai market via the redevelopment of Shiv Sai Co-operative Housing Society in Vashi, in a joint venture with an affiliate of Priyanka Group. The project carries a total revenue potential of approximately Rs 2,600 crore.
UltraTech Cement saw its promoter entity, Pilani Investment and Industries Corporation, sell a 0.84% stake, 25 lakh shares, for Rs 2,896.25 crore at Rs 11,585 per share, per block deal data reported by Moneycontrol. The entire block was absorbed by 17 domestic and global institutional investors, including HDFC AMC, ICICI Prudential AMC, Kotak Mahindra AMC, Axis Mutual Fund, Aditya Birla Sun Life MF, DSP Mutual Fund, Tata Mutual Fund, Templeton Funds and WhiteOak Capital MF.
Urban Company saw a split story on August 13:
- SBI Mutual Fund bought 3.15 crore shares (2.04%) for Rs 428.4 crore, taking its combined stake past 8.6%.
- Vy Capital’s investment vehicles VYC11 and VY EM2 together sold a 0.74% stake worth Rs 156.4 crore.
- Accel India IV (Mauritius) sold a 1.3% stake for Rs 272 crore at Rs 136 per share.
- Bessemer India Capital Holdings II sold a 0.78% stake for Rs 170.19 crore at Rs 140.15 per share.
As of June 2026, VYC11 held 7.37%, Accel India IV held 6.99%, and Bessemer held 5.05% in Urban Company.
In smaller-cap moves, Chennai-based Diva Projects raised its stake in RPP Infra Projects to 5.1% after buying an additional 8.48 lakh shares for Rs 4.99 crore, even as promoter Yagavi N A sold shares worth Rs 6.88 crore, taking cumulative promoter selling to 9.87% over the past week against a 39.18% holding as of June 2026. In Renaissance Global, Vijay Mohan Karnani acquired a 1.09% stake for Rs 12.98 crore.
Samvardhana Motherson International issued a corporate guarantee in favour of Axis Bank for a credit facility availed by subsidiary Motherson Electronic Components, while Ashoka Buildcon submitted a bid for a project floated by REC Power Development and Consultancy.
Other Movers and Forward Triggers
Piramal Pharma, LEAP India, Thyrocare Technologies, Technocraft Ventures and Optimystix Entertainment are also named among today’s stocks in focus, though specific catalysts for these counters weren’t detailed in today’s source reports. Separately, Ashok Leyland, Physicswallah, Bharat Dynamics, Cochin Shipyard, NMDC, Alkem Laboratories and PTC Industries are scheduled to report Q1 FY27 results later on August 14, adding to the day’s stock-specific newsflow.
NiftyTrader Desk View
| Stock | Key Technical Trigger | Trader View |
|---|---|---|
| Tata Motors PV | Profit down ~80% YoY on forex/commodity drag despite 9.3% revenue growth and record EV volumes (+112% YoY) | Reaction will likely hinge on whether the street prices the forex hit as one-off or structural |
| LG Electronics India | PAT up 27.2% YoY, revenue up 15.5%, EBITDA at Rs 904 crore | Steady consumer-durables demand read-through; margin trend worth tracking next quarter |
| Honasa Consumer | Highest-ever quarterly profit, up ~119% YoY; EBITDA nearly doubled to Rs 110 crore | Margin-expansion trajectory is the key data point traders are likely to track post this print |
| Welspun Living | PAT up 84% YoY; EBITDA margin expanded to 12% from 10% | Margin expansion despite input-cost pressure could keep the counter in focus |
| KRBL | PAT up 73.2% YoY despite a 5.6% revenue decline; EBITDA margin jumped to 20.56% from 12.16% | Sharp margin expansion on a falling topline is the standout data point here |
| Indigo Paints | PAT up 61% YoY, revenue up 19.7% | Consistent double-digit growth keeps the counter on earnings-momentum watchlists |
| Aditya Birla Real Estate | Birla Estates enters Navi Mumbai via Vashi redevelopment JV worth ~Rs 2,600 crore | New project-pipeline additions typically draw sector-specific interest |
| UltraTech Cement | Rs 2,896-crore promoter block deal (0.84% stake) absorbed by 17 institutional investors | Broad institutional buying on the other side of the block may offset the promoter-sale overhang |
| Urban Company | SBI MF stake crosses 8.6% combined even as VY Capital, Accel and Bessemer trim holdings | Divergent stakeholder activity, a large domestic buyer against multiple early-investor exits, could keep the stock volatile |
Source: Company exchange filings, BSE/NSE block deal data, Moneycontrol and Economic Times, as attributed above.
Bottom Line
Friday’s session comes down to two open questions: can the Nifty defend 24,250–24,300 after two straight losing days, and how will the street treat a fresh wave of Q1 FY27 results from Ashok Leyland, Physicswallah, Bharat Dynamics, Cochin Shipyard, NMDC, Alkem Laboratories and PTC Industries. A close below 24,250 keeps 24,000 in play; a push past 24,600 would be the first real change in structure all week.
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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Readers are advised to consult a SEBI-registered financial advisor before making any investment decisions. Neither NiftyTrader nor the author is responsible for outcomes arising from decisions based on this article.
