New Delhi: Several stocks are likely to remain in focus in the stock market today due to quarterly earnings, major business agreements, expansion plans and significant share transactions. Investors will closely track companies announcing their July-September quarter results, including Oil and Natural Gas Corporation (ONGC), Bharti Airtel, Titan Company and Mahindra & Mahindra.
Apart from quarterly earnings, Adani Power has attracted attention after signing a 25-year power supply agreement with Uttarakhand. Ravindra Energy, KSH International and Cupid have also announced important business developments that could influence investor sentiment.
Here is a look at the major stocks to watch today and the latest updates investors should know.
Q2 Results Today: ONGC, Airtel, Titan and M&M Among Key Companies
A number of prominent companies are scheduled to announce their second-quarter results for FY2026-27. Their financial performance will be closely watched by market participants.
The companies expected to announce their Q2 results include ONGC, Bharti Airtel, Titan Company, Mahindra & Mahindra, Britannia Industries, LG Electronics India and Life Insurance Corporation of India (LIC).
Other companies scheduled to report their quarterly earnings include Aadhar Housing Finance, Abbott India, AstraZeneca Pharma India, BEML, Berger Paints India, Bharat Forge, Bharti Hexacom, Bikaji Foods International, Emami, Fortis Healthcare, Glenmark Pharmaceuticals, Ipca Laboratories, IRB Infrastructure Developers, Kalpataru Projects International, Mphasis, Samvardhana Motherson International, Shiprocket and VA Tech Wabag.
Investors will monitor revenue growth, profitability and management commentary to understand the companies’ business performance during the September quarter.
Stocks in Focus After Q2 Results and Business Announcements
BSE: BSE reported a strong performance in the September quarter. Its consolidated net profit increased 44.9% year-on-year to ₹809.1 crore, compared with ₹558.4 crore in the corresponding quarter last year. Revenue also grew 34.1% to ₹1,432.7 crore.
Apollo Hospitals: Apollo Hospitals Enterprise recorded a 33.5% rise in profit to ₹659.5 crore, compared with ₹494 crore in the same quarter of the previous year. Revenue increased 23% to ₹7,614.9 crore.
Lenskart: Lenskart Solutions posted a 122.1% increase in profit to ₹227.1 crore. Its revenue also registered growth of 35.7%, reaching ₹2,845 crore.
Nykaa: FSN E-Commerce Ventures, which operates Nykaa, reported a 206.8% jump in consolidated profit to ₹101.2 crore. During the corresponding quarter last year, its profit stood at ₹32.98 crore. Revenue increased 28.1% to ₹3,006 crore. The company’s board has also approved the acquisition of an 82% stake in Simply Nam for ₹33 crore.
Dabur India: Dabur reported an 11.7% increase in profit to ₹505.5 crore, while revenue climbed 11.6% to ₹3,563.1 crore. Its domestic business recorded growth of 10.7%, whereas international business expanded by 20%. This marks the company’s fourth consecutive quarter of double-digit profit growth.
Apollo Tyres: Apollo Tyres reported a 13.3% rise in profit to ₹292.3 crore. Revenue increased 16.6% to ₹7,968.2 crore. The company also recorded an exceptional loss of ₹26.8 crore. Additionally, Ravi Kumar Shingari has been appointed as its Chief Financial Officer.
Adani Power, Ravindra Energy and KSH International Announce Major Developments
Adani Power: The company has signed a 25-year power supply agreement with Uttarakhand Power Corporation Limited (UPCL). Under the agreement, Adani Power will supply 1,234 MW of net thermal power, backed by an installed capacity of 1,320 MW.
Ravindra Energy: Energy In Motion, a joint venture of Ravindra Energy, has entered into a strategic agreement with Sorigin Green Mobility. The partnership aims to deploy 500 electric heavy commercial vehicles over the next two years.
KSH International: The company’s board has approved the third phase of its manufacturing capacity expansion. Once completed, the total production capacity is expected to reach approximately 72,200 metric tonnes. The project involves an investment of up to ₹185 crore, including the purchase of an additional 10 acres of land in Supa. The company is targeting completion by the first quarter of FY2029.
Cupid: Cupid has signed a long-term exclusive retail agreement with V2 Retail. Through this partnership, Cupid products will be available across more than 425 existing V2 Retail stores, along with new outlets opened in the future. The company expects the arrangement to generate approximately ₹400 crore in revenue over the next 12 months.
Ajmera Realty and Ganesh Consumer Products: Major Share Transactions
Ajmera Realty and Infra India: Veteran investor Mukul Agarwal exited his entire holding in Ajmera Realty and Infra India through a bulk deal. He sold 37.97 lakh shares for approximately ₹53.4 crore. Everest Food Products purchased the shares at ₹140.75 apiece.
In other transactions involving the company, Cello Pens and Stationery acquired 25 lakh shares, while Gopani Jignesh Gunvant purchased 14.4 lakh shares.
Ganesh Consumer Products: PGIM India Equity Growth Opportunities Fund Series II increased its investment in Ganesh Consumer Products by purchasing an additional 2.5 lakh shares for approximately ₹4.7 crore. Following this transaction, PGIM India’s shareholding in the company reached 1.57%.
Conclusion
The stock market will have several important developments to track today, with quarterly earnings from major companies and fresh business announcements driving attention. ONGC, Bharti Airtel, Titan and Mahindra & Mahindra will be watched ahead of their Q2 results, while Adani Power, Cupid, Ravindra Energy and KSH International may attract attention because of their latest business agreements and expansion plans.
Investors will also monitor bulk deals and institutional shareholding changes in Ajmera Realty and Ganesh Consumer Products. These developments may influence individual stock movements during the trading session.
Disclaimer
This article is intended for general informational and educational purposes only. The information presented is based on company announcements, quarterly financial results and reported market developments. Stock prices may fluctuate depending on market conditions and other factors. Nothing in this article should be considered a recommendation to buy, sell or hold any security. Investors should conduct their own research or consult a SEBI-registered financial adviser before making investment decisions.