Stock Radar: Siemens, Aurobindo, Honasa, Aarti Industries, Atul, Amara Raja in focus on Monday

Stocks to Watch

Here’s a quick look at stocks likely to be in focus in Monday's trade, covering quarterly earnings, bulk deals, and acquisitions announced by companies after market hours on Friday and over the weekend:

Results on August 12

Vodafone Idea, Voltas, Bajaj Hindusthan Sugar, Balrampur Chini Mills, Campus Activewear, Dhanlaxmi Bank, DOMS Industries, Happiest Minds Technologies, Hindustan Copper, Housing & Urban Development Corporation, Indian Railway Finance Corporation, Natco Pharma, National Aluminium Company, NMDC, Olectra Greentech, Senco Gold, SJVN, Sunteck Realty, and Voltas will release their quarterly earnings on August 12.

Quarterly Earnings

Siemens September 2024 Quarter (Consolidated YoY)

Profit rises 26.8% to Rs 577.7 crore Vs Rs 455.5 crore

Revenue grows 6.8% to Rs 5,203.5 crore Vs Rs 4,873 crore

EBITDA jumps 22.04% to Rs 691.5 crore Vs Rs 566.6 crore

Margin expands to 13.3% Vs 11.6%

Aurobindo Pharma Q1 (Consolidated YoY)

Profit increases 61.2% to Rs 918.2 crore Vs Rs 569.7 crore

Revenue grows 10.5% to Rs 7,567 crore Vs Rs 6,850.5 crore

Other income jumps to Rs 220.9 crore Vs Rs 116.3 crore

Exceptional item Nil Vs loss Rs 69.75 crore

Metropolis Healthcare Q1 (Consolidated YoY)

Profit zooms 31.8% to Rs 37.9 crore Vs Rs 28.8 crore

Revenue grows 13% to Rs 313.4 crore Vs Rs 277.1 crore

Cello World Q1 (Consolidated YoY)

Profit increases 7.6% to Rs 89.1 crore Vs Rs 82.8 crore

Revenue rises 6.1% to Rs 500.7 crore Vs Rs 471.8 crore

PNC Infratech Q1 (Consolidated YoY)

Profit surges 218.4% to Rs 575.2 crore Vs Rs 180.6 crore

Revenue grows 3.6% to Rs 2,167.5 crore Vs Rs 2,091.7 crore

Advanced Enzyme Technologies Q1 (Consolidated YoY)

Profit grows 19% to Rs 35 crore Vs Rs 29.4 crore

Revenue increases 4.9% to Rs 154.5 crore Vs Rs 147.3 crore

General Insurance Corporation of India Q1 (YoY)

Profit zooms 41.6% to Rs 1,036.4 crore Vs Rs 731.8 crore

Gross premium written increases 39.1% to Rs 12,405.7 crore Vs Rs 8,917.7 crore

Net premium written jumps 40.2% to Rs 11,538.5 crore Vs Rs 8,231.2 crore

Net premium earned grows 16.6% to Rs 10,063.6 crore Vs Rs 8,632.6 crore

Net commission rises 19.3% to Rs 2,196.8 crore Vs Rs 1,840.9 crore

BGR Energy Systems Q1 (Consolidated YoY)

Net loss widens to Rs 111.7 crore Vs loss of Rs 91.7 crore

Revenue grows 20% to Rs 173.8 crore Vs Rs 145 crore

Shipping Corporation of India Q1 (Consolidated YoY)

Profit zooms 70% to Rs 291.5 crore Vs Rs 171.6 crore

Revenue jumps 26.2% to Rs 1,514.3 crore Vs Rs 1,200.1 crore

Balkrishna Industries Q1 (Consolidated YoY)

Profit surges 47.3% to Rs 489 crore Vs Rs 331.9 crore

Revenue grows 25.7% to Rs 2,714.5 crore Vs Rs 2,159.4 crore

Board announces interim dividend of Rs 4 per share

Aarti Industries Q1 (Consolidated YoY)

Profit jumps 95.7% to Rs 137 crore Vs Rs 70 crore

Revenue grows 31.2% to Rs 1,855 crore Vs Rs 1,414 crore

Star Cement Q1 (Consolidated YoY)

Profit plunges 66.8% to Rs 30.99 crore Vs Rs 93.3 crore

Revenue declines 1.2% to Rs 751 crore Vs Rs 760.5 crore

Bharat Dynamics Q1 (Standalone YoY)

Profit plunges 82.7% to Rs 7.2 crore Vs Rs 41.8 crore

Revenue falls 35.8% to Rs 191.2 crore Vs Rs 297.7 crore

CESC Q1 (Consolidated YoY)

Profit rises 5.4% to Rs 388 crore Vs Rs 368 crore

Revenue increases 12.8% to Rs 4,863 crore Vs Rs 4,310 crore

Sun TV Network Q1 (Consolidated YoY)

Profit declines 5.5% to Rs 559.8 crore Vs Rs 592.1 crore

Revenue falls 2.7% to Rs 1,312.4 crore Vs Rs 1,349.2 crore

Board declares interim dividend of Rs 5 per share

Inox Wind Q1 (Consolidated YoY)

Profit stands at Rs 47.2 crore Vs loss of Rs 64.88 crore

Revenue surges 83.2% to Rs 638.8 crore Vs Rs 348.7 crore

Jubilant Foodworks Q1 (Consolidated YoY)

Profit zooms 100.7% to Rs 58.02 crore Vs Rs 28.92 crore

Revenue jumps 44.8% to Rs 1,933.1 crore Vs Rs 1,334.5 crore

Honasa Consumer Q1 (Consolidated YoY)

Profit surges 62.9% to Rs 40.3 crore Vs Rs 24.7 crore

Revenue increases 19.3% to Rs 554 crore Vs Rs 464.5 crore

Bajaj Consumer Care Q1 (Consolidated YoY)

Profit tanks 19.7% to Rs 37.1 crore Vs Rs 46.2 crore

Revenue declines 9% to Rs 245.9 crore Vs Rs 270.2 crore

Stocks To Watch

Larsen & Toubro

Subsidiary L&T Semiconductor Technologies has completed the acquisition of a 100% stake in SiliConch Systems.

Kotak Mahindra Bank

The bank has acquired 30 lakh equity shares of Open Network for Digital Commerce (ONDC) for Rs 30 crore. With this, the bank’s current shareholding in ONDC is 5.10%.

Oil and Natural Gas Corporation

The company has received approval from the Government of India for the infusion of additional equity capital of up to Rs 10,501 crore in ONGC Petro Additions (OPaL), conversion of backstopped Compulsorily Convertible Debentures (CCDs) amounting to Rs 7,778 crore, and balance payment of Rs 86 crore with respect to share warrants, totaling Rs 18,365 crore. This will change the status of OPaL into a subsidiary of ONGC with a 95.69% equity stake.

Bank of Baroda

The public sector lender has raised lending rates by 5 basis points (bps) on its three-month, six-month, and one-year tenures, effective August 12.

Canara Bank

The bank has raised its lending rate by 5 bps across tenures, effective August 12.

Atul

Subsidiary Atul Bioscience has received the Establishment Inspection Report (EIR) from the United States Food and Drug Administration (FDA) for its manufacturing facility at Ambernath, Maharashtra. The EIR was issued post the last inspection of the facility conducted from May 6 to May 10, which concluded with zero FDA 483 observations.

Mastek

Hiral Chandrana has resigned as Group CEO of the company. The board has recommended Umang Nahata as the Interim Group CEO of Mastek Group, effective August 10. Umang Nahata is currently one of the non-Executive Directors of the company.

Coffee Day Enterprises

The IDBI Trusteeship Services has admitted Coffee Day Enterprises into the National Company Law Tribunal (NCLT) for the initiation of Corporate Insolvency Resolution Process (CIRP) for Rs 228.45 crore. The company is planning to take the required legal action in this regard.

Amara Raja Energy & Mobility

Subsidiary Amara Raja Advanced Cell Technologies has signed a Memorandum of Understanding (MoU) with Piaggio Vehicles, a 100% Indian subsidiary of the Italian auto giant Piaggio Group. Amara Raja will collaborate with Piaggio India to develop and supply LFP (lithium iron phosphate) Lithium-Ion (Li-ion) cells and chargers for its electric vehicles, along with developing cells and battery packs for their upcoming offerings.

Caplin Point Laboratories

The United States Food and Drug Administration (US FDA) conducted an unannounced inspection of Caplin Steriles’ injectable and ophthalmic manufacturing facility at Gummidipoondi. The inspection was conducted between August 5 and August 9 and concluded with zero observations.

Bulk Deals

Hatsun Agro Product

VVV and Sons Edible Oils sold a 0.6% stake in the company at an average price of Rs 1,227.27 per share.

Paramount Communications

Foreign investor Nexpact sold a 0.76% stake in the company at an average price of Rs 80.5 per share.

Updater Services

Foreign company India Business Excellence Fund IIA sold a 0.64% stake in the company at an average price of Rs 326.57 per share.

ACE Software Exports

Ace investor Shankar Sharma has bought a 1.25% equity stake in the company at an average price of Rs 359.5 per share. However, Jamkuben Harilal Dhamsaniya sold a 2.03% stake in the company at the same price.

Nexus Select Trust

Morgan Stanley Asia Singapore Pte ODI, HDFC Trustee Company - HDFC Flexi-Cap Fund, Morgan Stanley Asia Singapore Pte, ICICI Prudential Mutual Fund, Carmignac Gestion A/C Carmignac Emergents, and Wells Fargo Emerging Markets Equity Fund purchased a 7.76% stake in the trust at an average price of Rs 138 per unit. However, BREP Asia SG Red Fort Holding NQ Pte and BREP Asia II Indian Holding Co IX (NQ) Pte sold 20.82% units at the same price.

Stocks Turn Ex-Dividend

ICICI Bank, UPL, Computer Age Management Services, India Pesticides, NHPC, Rossell India, Styrenix Performance Materials

Stock Trades Ex-Date For Bonus

GRP

Stocks Under F&O Ban

Bandhan Bank, Biocon, Granules India, SAIL, Aditya Birla Capital, Aditya Birla Fashion and Retail, Birlasoft, GNFC, Hindustan Copper, India Cements, IndiaMART InterMESH, LIC Housing Finance, Manappuram Finance, Punjab National Bank, RBL Bank