Indian markets are expected to witness stock-specific action today amid a busy earnings season, corporate announcements, operational updates and sectoral developments. Telecom, metals, banking, infrastructure and consumption stocks are likely to remain in focus, while select internet, jewellery and industrial names may see pressure following weak earnings or negative commentary.
Bharti Airtel: To consider reorganisation of shareholding framework of subsidiaries including Airtel Africa Plc.
JSW Steel: Emerged as preferred bidder for Goa mineral block with estimated 96 million tonnes of iron ore resources.
Tata Consumer Products: Reported Q4 earnings ahead of estimates; underlying volume growth came in at 16% versus expectations of around 10%.
OMCs/Travel stocks: May remain under pressure after PM advised fuel conservation measures, work-from-home and reduced domestic travel.
MCX: Q4 EBITDA rose 35% while revenue increased 34% QoQ.
Bank of Baroda: Reported healthy quarterly performance led by strong business growth, stable margins and improving asset quality.
Balkrishna Industries (BKT): Posted steady Q4 earnings with EBITDA rising 5% YoY and management maintaining a strong outlook.
CreditAccess Grameen: Pre-provision operating profit rose 23% while NII increased 19.6% YoY.
Niva Bupa Health Insurance: Net premium earned rose 29% while profit jumped 67.5% YoY.
JSW Infrastructure: EBITDA increased 20% while revenue rose 18.6% YoY.
Birla Corporation: Reported recovery in profitability aided by improved realisations and lower costs.
Shipping Corporation of India (SCI): EBITDA surged 67.8% with margin improving to 40% from 28% YoY.
Brigade Hotel Ventures: Plans to invest ₹1,000 crore in Karnataka over the next five years.
Oberoi Realty: EBITDA climbed 55.4% YoY while margin improved to 54.9%.
Vodafone Idea: According to Bloomberg, Vodafone Plc may evaluate transferring part stake in the India business.
Bank of India: NII rose 11% while net profit increased 14.9% YoY.
IRB Infrastructure Developers: Toll revenue grew 4% YoY in April.
CMS Info Systems: Won a five-year ATM services project worth ₹400 crore from HDFC Bank covering 6,000 ATMs.
GNA Axles: EBITDA rose 14% while margin improved to 14%.
Rain Industries: EBITDA jumped 83% with margin expanding sharply to 15.4%.
Medi Assist Healthcare: EBITDA rose 18.4% while revenue increased 28% YoY.
E2E Networks: Received in-principle approval from BSE for direct listing.
Fino Payments Bank: April average deposits rose 13% YoY while loan referral disbursals tripled sequentially.
Gravita India: To expand lead recycling capacity with ₹30 crore investment by June-end.
Stocks under pressure
ABB India: Q1CY26 earnings missed estimates; margin declined sharply to 12.85% from 18.61% YoY.
Swiggy: Quick-commerce growth lagged peers; Instamart NOV growth came below estimates.
Jewellery stocks: May remain under watch after PM called for abstinence from gold buying for a year.
Piramal Pharma: US FDA issued Form 483 with three observations for its US facility; classified as VAI.
RateGain Travel Technologies: CFO Rohan Mittal resigned effective May 8, 2026.
Advanced Enzyme Technologies: EBITDA declined 3.8% while margins compressed YoY.
Blue Dart Express: Profit fell 11.4% with margin slipping to 14.5%.
Shree Renuka Sugars: Reported net loss against profit in the year-ago quarter.
Utkarsh Small Finance Bank: Reported net loss while NII declined 8.6% YoY.
Sasken Technologies: EBITDA rose marginally, but margins weakened QoQ.
Disclaimer: This article is for informational purposes only and does not constitute investment advice.