26 May , 2025 By : Debdeep Gupta
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
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 Bharti Telemedia has already paid Rs 575 crore. 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 to Thriveni Earthmovers at an average price of Rs 48.5 per share.
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 the F&O ban
Chambal Fertilisers and Chemicals
Hindustan Copper
Dixon Technologies
Manappuram Finance
RBL Bank
Titagarh Rail Systems
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