PGE Sees 11.6 Billion Zlotys H1 Net Hit from Impairments.

Friday, Jul 25, 2025 11:54 am ET1min read

PGE Polska Grupa Energetyczna S.A. reported a net loss of 11.6 bln zlotys in H1 due to impairments, with its unit signing a deal for the construction of a cogeneration source worth 885.7 mln zlotys. The company's Q1 net profit was 2.42 bln zlotys, in line with estimates, while its FY net loss was 3.16 bln zlotys. PGE plans to spend $63.8 bln under its new strategy.

On July 25, investors will closely monitor several key stocks as they report earnings or significant developments. Here's a roundup of the stocks to watch:

Adani Enterprises
Adani Enterprises, led by Gautam Adani, has entered into a 50:50 joint venture with MetTube Mauritius in the copper tubes segment. The agreement involves stake swaps in its subsidiaries, Kutch Copper Tubes Ltd (KCTL) and Mundra Copper Industries Pvt Ltd (MCIPL). This strategic move could influence the company's stock performance [1].

REC Ltd
The Maharatna PSU reported a strong Q1 performance with a 29% year-on-year (YoY) jump in net profit at Rs 4,465 crore. Net interest income (NII) surged 37.6% to Rs 5,666 crore. The company also declared an interim dividend of Rs 4.60 per share for FY26. REC's robust financials are likely to drive stock-specific action [1].

Bharat Electronics Ltd (BEL)
BEL has secured new defence orders worth Rs 563 crore since June 30. These include systems for maritime domain awareness, inertial navigation, and advanced communication equipment. The new orders could positively impact BEL's stock [1].

Wipro Ltd
Wipro has bagged a multi-year deal to modernise the meter data platform of National Grid SA in Saudi Arabia. The IT major will implement a smart meter data management system for the electricity transmission network. This significant contract win could boost Wipro's stock [1].

Sun Pharma
Sun Pharma's US subsidiaries—Sun Pharmaceutical Industries Inc. (SPII) and Taro—have agreed to pay $200 million to settle a US antitrust case related to generic drug pricing. This settlement will result in a full release from all claims by end-purchaser plaintiffs. The resolution could positively impact Sun Pharma's stock [1].

Other Notable Earnings
Several other companies, such as Indian Energy Exchange (IEX), Karur Vysya Bank, Johnson Controls-Hitachi Air Conditioning, Phoenix Mills, Trident Ltd, UTI Asset Management Company, KFin Technologies, and Suryoday Small Finance Bank, are also scheduled to report their quarterly earnings on July 25. These earnings reports could influence stock prices [1].

Conclusion
Investors should keep a close eye on these key stocks and earnings reports on July 25. The market is likely to track stock-specific movements amid a heavy earnings lineup and fresh announcements. Stay tuned for updates and analysis on these stocks.

References
[1] https://www.etnownews.com/markets/stocks-to-watch-today-on-july-25-adani-enterprises-rec-bel-wipro-sun-pharma-and-more-article-152341657/amp

PGE Sees 11.6 Billion Zlotys H1 Net Hit from Impairments.

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