India’s equity markets are likely to track a mix of global and domestic cues on August 8. Here’s a full list of stocks that could be in focus based on earnings, corporate developments, block deals, and regulatory updates:
Key stocks in focus
Titan: Reported standalone net profit of Rs 1,030 crore for Q1, above estimates. Revenue came in at Rs 16,523 crore. Multiple brokerages (CLSA, Jefferies, Citi) noted strong performance in jewellery and watches, though they flagged concerns on margins amid gold price pressure and rising competition.
HPCL: Reported Q1 net profit of Rs 4,110.9 crore versus Rs 633.9 crore YoY. Revenue stood at Rs 1.2 lakh crore. While earnings impressed some brokerages like Morgan Stanley, CLSA and Jefferies noted concerns around LPG losses, refining margin pressures, and compensation uncertainty.
LIC: Reported Value of New Business (VNB) at Rs 1,944 crore in Q1, with VNB margin at 15.4% versus 13.9% YoY. Citi retains a positive view on LIC citing margin expansion and improvement in business quality.
AU Small Finance Bank: Received in-principle approval from the Reserve Bank of India to transition into a universal bank.
Zydus Lifesciences: Received NOC from Health Canada for Zds-Varenicline tablets.
India Shelter: Posted a net profit of Rs 119 crore vs Rs 83.5 crore (YoY). Net Interest Income came in at Rs 179 crore.
Kalpataru Projects: Net profit jumped to Rs 213.6 crore from Rs 84 crore YoY. Revenue grew 34.5% to Rs 6,171.2 crore.
KRBL: Q1 net profit stood at Rs 150.6 crore vs Rs 86 crore, revenue rose to Rs 1,584 crore from Rs 1,199 crore YoY.
NALCO: Posted Q1 profit of Rs 1,049.5 crore versus Rs 588.4 crore YoY. Revenue rose to Rs 3,807 crore from Rs 2,856 crore.
Cummins India: Q1 net profit stood at Rs 603.9 crore vs Rs 462.6 crore, revenue rose to Rs 2,906.8 crore vs Rs 2,315.6 crore.
Other earnings and updates
R R Kabel: Launched a new product line in the wire category.
Ram Ratna Wires: Expanding into bulk molding compound production.
Niyogin Fintech: Unit signed $10 million, 5-year deal with Central Bank of India.
Atul: Formed 50:50 JV with Buckman for water treatment solutions.
BSE: Net profit at Rs 539 crore vs estimates of Rs 473 crore.
NRB Bearings: Q1 net profit at Rs 32.09 crore vs Rs 24.93 crore, revenue at Rs 310 crore.
DCX Systems: Net profit at Rs 4.06 crore vs Rs 2.94 crore, revenue at Rs 222.16 crore.
Global Health: Net profit at Rs 159 crore vs Rs 106 crore, revenue at Rs 1,031 crore.
Signature Global: Net profit at Rs 34.4 crore vs Rs 6.7 crore, revenue at Rs 866 crore.
Divgi Torqtransfer: Net profit at Rs 8.93 crore vs Rs 5.96 crore, revenue at Rs 71.7 crore.
C.E. Info Systems: Net profit at Rs 46.1 crore vs Rs 35.8 crore, revenue at Rs 121.6 crore.
Metro Brands: Net profit at Rs 98.5 crore vs Rs 91.7 crore, revenue at Rs 628.2 crore.
India Glycols: Net profit at Rs 73.2 crore vs Rs 60.4 crore, revenue at Rs 2,503 crore.
GIC Re: Net profit at Rs 2,531 crore vs Rs 1,401 crore, revenue at Rs 11,274 crore.
Innova Captab: Net profit at Rs 31 crore vs Rs 29.5 crore, revenue at Rs 351.5 crore.
Neutral earnings or corporate activity
Greenlam Industries: Reduced loss to Rs 15.36 crore vs Rs 20.27 crore. Revenue rose to Rs 673.8 crore.
Godavari Biorefineries: Net loss at Rs 16.01 crore vs Rs 26.10 crore. Revenue rose to Rs 533.2 crore.
Talbros Automotive: Net profit at Rs 22.2 crore vs Rs 20.6 crore. Revenue at Rs 206.7 crore.
Ram Ratna Wires: Net profit at Rs 15.46 crore vs Rs 16.59 crore. Revenue at Rs 982.5 crore.
Metropolis Healthcare: Net profit at Rs 45.1 crore vs Rs 37.9 crore. Revenue at Rs 386.1 crore.
Schneider Electric: Net profit at Rs 41.2 crore vs Rs 48.5 crore. Revenue at Rs 621.6 crore.
Linde India: Net profit at Rs 107.2 crore vs Rs 113.7 crore. Revenue at Rs 571 crore.
GTL Infra: Net loss widened to Rs 232.4 crore vs Rs 202 crore.
Dynamatic Technologies: Net profit at Rs 10.8 crore vs Rs 11.4 crore. Revenue at Rs 371 crore.
PTC India: Net profit at Rs 242.8 crore vs Rs 150.6 crore. Revenue fell to Rs 4,009 crore.
Godrej Consumer: Net profit at Rs 452.5 crore vs Rs 450.7 crore. Revenue rose to Rs 3,662 crore.
Biocon: Net profit fell sharply to Rs 31 crore vs Rs 659.7 crore. Revenue rose to Rs 3,942 crore.
Bharti Airtel: ICI Ltd likely to sell 0.8% stake via block deal.
Eternal: Atfin Singapore sold 14.1 crore shares at Rs 289.91 apiece.
Zinka Logistics: Ithan Creek sold 9.9 crore shares at Rs 540.54 apiece.
Kotak Bank: Oppenheimer Funds sold 1.03 crore shares at Rs 1,965.2 apiece.
Corporate actions – Ex-date today
- Alkem: Dividend Rs 8/share
- CAMS: Dividend Rs 11/share
- Ceat: Dividend Rs 30/share
- Hindalco: Dividend Rs 5/share
- IOC: Dividend Rs 3/share
- MCX: Dividend Rs 30/share
- Nestle: Bonus Issue 1:1
Upcoming ex-dates (Monday): Akzo Nobel, Castrol, Indo Count, Globus Spirits, Jio Financial, Kalyani Steels, Neelamalai Agro, Rashi Peripherals, Tainwala Chemicals.
Stocks in news with weak earnings
Shree Renuka Sugars: Net loss widened to Rs 263 crore vs Rs 165.5 crore. Revenue fell to Rs 2,010.2 crore.
Apollo Tyres: Net profit dropped to Rs 12.88 crore vs Rs 302 crore YoY.
JNK India: Net profit at Rs 1.1 crore vs Rs 6.4 crore. Revenue at Rs 99 crore.
Data Patterns: Net profit at Rs 25.5 crore vs Rs 32.8 crore. Revenue at Rs 99 crore.
