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Stocks to Watch Today: NTPC, JSW Steel, JK Cement, Ashoka Buildcon, GNFC, Paytm, Eternal, Zydus Life, Nibe, Havells India in focus on 26 May

Stocks to Watch, 26 May: Stocks like Finolex Industries, HBL Engineering, Lux Industries, One 97 Communications Paytm, Eternal, Zydus Lifesciences, NIBE, Havells India, Cartrade Tech, Gravita India, Interarch Building Solutions, Lloyds Engineering Works, Ramco Cements, Pondy Oxides & Chemicals, and Gujarat Narmada Valley Fertilizers & Chemicals will be in focus on May 26.
May 26, 2025 / 09:15 IST
Stocks to Watch Today, 26 May

Let's catch up on the latest news from the stock market. From significant investments to major deals, quarterly earnings, acquisitions, and order wins, here’s a quick look at which stocks will be in focus in today's trade:

Results Today

Aurobindo Pharma, Brainbees Solutions (Firstcry), KEC International, Nazara Technologies, Akums Drugs and Pharmaceuticals, Awfis Space Solutions, Blue Dart Express, General Insurance Corporation of India, Infibeam Avenues, Olectra Greentech, Apeejay Surrendra Park Hotels, Shilpa Medicare, Talbros Automotive Components, and Tracxn Technologies will release their quarterly earnings on May 26.

Quarterly Earnings

NTPC Q4 (Consolidated YoY)

Profit jumps 21.7% to Rs 7,897.1 crore Vs Rs 6,490 crore

Revenue increases 4.6% to Rs 49,833.7 crore Vs Rs 47,628.2 crore

Board recommends final dividend of Rs 3.35 per share

JSW Steel Q4 (Consolidated YoY)

Profit grows 13.5% to Rs 1,501 crore Vs Rs 1,322 crore

Revenue falls 3.1% to Rs 44,819 crore Vs Rs 46,269 crore

Board recommends final dividend of Rs 2.80 per share

JK Cement Q4 (Consolidated YoY)

Profit zooms 64% to Rs 360.4 crore Vs Rs 219.8 crore

Revenue increases 15.3% to Rs 3,581.2 crore Vs Rs 3,105.8 crore

Board recommends dividend of Rs 15 per equity share for FY25

Ashoka Buildcon Q4 (Consolidated YoY)

Profit surges 73.1% to Rs 432.2 crore Vs Rs 249.6 crore

Revenue falls 11.7% to Rs 2,694.4 crore Vs Rs 3,051.9 crore

Gujarat Narmada Valley Fertilizers & Chemicals (GNFC) Q4 (Consolidated YoY)

Profit spikes 62.3% to Rs 211 crore Vs Rs 130 crore

Revenue declines 2.6% to Rs 2,055 crore Vs Rs 2,110 crore

Board recommends dividend of Rs 18 per share for FY25

Finolex Industries Q4 (Consolidated YoY)

Profit slips 0.2% to Rs 164.6 crore Vs Rs 164.9 crore

Revenue dips 5.1% to Rs 1,171.8 crore Vs Rs 1,235.4 crore

Board recommends final dividend of Rs 2 per share

Board recommends special dividend of Rs 1.60 per share

HBL Engineering Q4 (Consolidated YoY)

Profit tanks 44.8% to Rs 45 crore Vs Rs 81.4 crore

Revenue declines 22% to Rs 475.6 crore Vs Rs 610 crore

Lux Industries Q4 (Consolidated YoY)

Profit drops 12.9% to Rs 48 crore Vs Rs 55.1 crore

Revenue grows 15.6% to Rs 817.7 crore Vs Rs 707.6 crore

Board recommends dividend of Rs 2 per share

Board appoints Subrato Kumar Roy as Chief Information Officer for Vertical A of the company

Allcargo Logistics Q4 (Consolidated YoY)

Loss widens to Rs 12.59 crore Vs Rs 5.64 crore

Revenue soars 18.1% to Rs 3,952.4 crore Vs Rs 3,347.6 crore

PC Jeweller Q4 (Consolidated QoQ)

Profit tanks 36% to Rs 94.8 crore Vs Rs 148 crore

Revenue grows 9.3% to Rs 699 crore Vs Rs 639.5 crore

Updater Services Q4 (Consolidated YoY)

Profit jumps 33.3% to Rs 34.4 crore Vs Rs 25.8 crore

Revenue soars 12.2% to Rs 709 crore Vs Rs 631.8 crore

MM Forgings Q4 (Consolidated YoY)

Profit falls 8.7% to Rs 33.3 crore Vs Rs 36.4 crore

Revenue slips 5% to Rs 377.7 crore Vs Rs 397.5 crore

Ramky Infrastructure Q4 (Consolidated YoY)

Loss stands at Rs 3.3 crore Vs profit of Rs 57.5 crore

Revenue falls 15.9% to Rs 488.9 crore Vs Rs 581.2 crore

Godavari Biorefineries Q4 (Consolidated YoY)

Profit grows 10.4% to Rs 71.9 crore Vs Rs 65.2 crore

Revenue declines 5.8% to Rs 579.5 crore Vs Rs 615.2 crore

Indigo Paints Q4 (Consolidated YoY)

Profit rises 6% to Rs 56.9 crore Vs Rs 53.7 crore

Revenue increases 0.7% to Rs 387.6 crore Vs Rs 384.9 crore

Stocks to Watch

One 97 Communications (Paytm)

The Supreme Court has stayed the proceedings of the show cause notice for a liability of Rs 5,712 crore against the company’s subsidiary First Games Technology. On April 28, 2025, the Directorate General of GST Intelligence had issued a show cause notice to First Games for a proposed liability of Rs 5,712 crore, along with applicable interest and penalties, for the period from January 2018 to March 2023.

Eternal (Zomato)

Eternal (Zomato) may face passive outflows nearing $840 million as global index majors FTSE Russell and MSCI are set to reduce their weightage in the company’s portfolios, according to a report by CNBC TV-18, citing IIFL Capital Services. These changes follow a sharp reduction in the company’s foreign ownership limit (FOL), which has been cut from 100 percent to 49.5 percent.

Zydus Lifesciences

The company has received final approval from the United States Food and Drug Administration (USFDA) for Isotretinoin capsules. Isotretinoin capsules are indicated for the treatment of severe, disfiguring nodular acne. The capsules will be produced at the company’s manufacturing site in Moraiya, Ahmedabad.

NIBE

The company has received an export purchase order valued at $17.52 million (approximately Rs 150.62 crore) from a globally renowned defence technology company based in Israel. The order involves the manufacturing and supply of Universal Rocket Launchers.

Havells India

The company has decided to enhance its annual manufacturing capacity of cables at its Alwar location by an additional 0.25 lakh km, with an investment of Rs 340 crore. This will increase the total annual cable manufacturing capacity at Alwar to 41.45 lakh km. The additional investment is proposed to be funded through internal accruals, and the expanded capacity is expected to be operational by September 2026.

Sun Pharmaceutical Industries

The company has agreed to invest up to $25 million in the US-based biopharmaceutical firm Pharmazz Inc. for a 22.7% stake.

Bharti Airtel

The Supreme Court has dismissed the appeals filed by the company’s subsidiary Bharti Telemedia. Bharti Telemedia had filed appeals before the Supreme Court against judgments of various High Courts, which had upheld the competence of the State Governments to levy entertainment tax on DTH services. The total estimated exposure due to the said judgment is Rs 585 crore, which is fully provisioned in the books, and against which Rs 575 crore has already been paid by Bharti Telemedia. Bharti Telemedia is further examining the judgment and will decide on the next course of action, if any.

Oil and Natural Gas Corporation

The joint venture of ONGC, Hardy Exploration & Production (India) Inc., and Invenire Petrodyne has commenced production from the PY-3 Field, located offshore in the Cauvery Basin on the east coast of India. The PY-3 Field had been shut since July 2011.

Bulk Deals

Cartrade Tech

First Sentier Investors ICVC-SI Indian Subcontinent Sustainability Fund acquired 2.96 lakh shares in the company at an average price of Rs 1,638.39 per share.

Gravita India

Promoter Rajat Agrawal sold 25 lakh shares in the company at an average price of Rs 1,991.52 per share. Meanwhile, Motilal Oswal Asset Management Company - NTDOP (PMS) bought 7.33 lakh shares at an average price of Rs 1,991 per share.

Interarch Building Solutions

Eam Emerging Markets Small Cap Fund LP acquired 92,821 shares in the company at an average price of Rs 2,147.42 per share.

Lloyds Engineering Works

Promoter Lloyds Enterprises sold 2.68 crore shares in the company at an average price of Rs 48.5 per share to Thriveni Earthmovers.

Ramco Cements

Nippon India Mutual Fund acquired 19.5 lakh shares in the company at an average price of Rs 1,005.03 per share.

Pondy Oxides & Chemicals

Promoters Saroj Rajendra Prasad Bansal sold 2 lakh shares in Pondy Oxides at an average price of Rs 750 per share, while Anil Kumar Bansal offloaded 4 lakh shares at an average price of Rs 763.32 per share. On the other hand, Bandhan Mutual Fund acquired 2.54 lakh shares in Pondy Oxides at an average price of Rs 750 per share.

Stocks Trade Ex-Dividend

Archean Chemical Industries

Black Rose Industries

Lloyds Metals and Energy

Pearl Global Industries

Stock Trades Ex-Date for Income Distribution (InvIT)

Maple Infrastructure Trust

Stocks in F&O ban

Chambal Fertilisers and Chemicals

Hindustan Copper

Dixon Technologies

Manappuram Finance

RBL Bank

Titagarh Rail Systems

Moneycontrol News
first published: May 26, 2025 07:36 am

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