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

Results Today

UltraTech Cement, One 97 Communications Paytm, Bajaj Healthcare, BlueStone Jewellery and Lifestyle, Canara HSBC Life Insurance Company, Indian Overseas Bank, Mahindra Logistics, Rallis India, Shyam Metalics and Energy, Sobha, Transformers and Rectifiers (India), Tourism Finance Corporation of India, and Venus Remedies will release their quarterly earnings today.

Quarterly Earnings

Reliance Industries Q1 (Consolidated YoY)

Profit grows 6.1% to Rs 23,196 crore Vs Rs 21,859 crore

Gross revenue soars 24.5% to Rs 3.4 lakh crore Vs Rs 2.73 lakh crore

EBITDA jumps 10.1% to Rs 54,067 crore Vs Rs 49,100 crore

EBITDA margin stands at 15.9% Vs 18%

Jio Platforms Q1 (Consolidated YoY)

Profit rises 9.2% to Rs 7,764 crore Vs Rs 7,110 crore

Revenue increases 11.8% to Rs 39,173 crore Vs Rs 35,032 crore

EBITDA jumps 15.1% to Rs 20,865 crore Vs Rs 18,135 crore

Margin expands 150 bps to 53.3% Vs 51.8%

Average revenue per user (ARPU) rises to Rs 215.60 Vs Rs 208.80 crore

HDFC Bank Q1 (Standalone YoY)

Profit grows 5% to Rs 19,059.7 crore Vs Rs 18,155.2 crore

Net interest income soars 6.7% to Rs 33,534 crore Vs Rs 31,438 crore

Provisions and contingencies fall 78.8% to Rs 3,059.8 crore Vs Rs 14,441.6 crore

Gross NPA rises to 1.17% Vs 1.15% (QoQ)

Net NPA increases to 0.41% Vs 0.38% (QoQ)

ICICI Bank Q1 (Standalone YoY)

Profit grows 15.9% to Rs 14,804.5 crore Vs Rs 12,768.2 crore

Net interest income increases 12.7% to Rs 24,384.4 crore Vs Rs 21,634.5 crore

Provisions and contingencies fall 30.5% to Rs 1,260.5 crore Vs Rs 1,814.6 crore

Gross NPA declines to 1.38% Vs 1.40% (QoQ)

Net NPA rises to 0.35% Vs 0.33% (QoQ)

Kotak Mahindra Bank Q1 (Standalone YoY)

Profit zooms 25.6% to Rs 4,123 crore Vs Rs 3,281.7 crore

Net interest income grows 9.2% to Rs 7,928.4 crore Vs Rs 7,259.3 crore

Provisions and contingencies fall 44.7% to Rs 668.1 crore Vs Rs 1,207.8 crore

Gross NPA declines to 1.18% Vs 1.20% (QoQ)

Net NPA rises to 0.27% Vs 0.25% (QoQ)

Axis Bank Q1 (Standalone YoY)

Profit jumps 22.5% to Rs 7,113.9 crore Vs Rs 5,806.1 crore

Net interest income rises 8% to Rs 14,646.1 crore Vs Rs 13,559.8 crore

Provisions and contingencies plunge 43.7% to Rs 2,222.5 crore Vs Rs 3,947.7 crore

Gross NPA increases to 1.28% Vs 1.23% (QoQ)

Net NPA rises to 0.39% Vs 0.37% (QoQ)

Punjab National Bank Q1 (Standalone YoY)

Profit zooms 213.6% to Rs 5,253.3 crore Vs Rs 1,675 crore

Net interest income rises 2.1% to Rs 10,798.4 crore Vs Rs 10,578.1 crore

Provisions and contingencies soars 67.5% to Rs 541.2 crore Vs Rs 323.1 crore

Tax expenses plunge 66% to Rs 1,724.7 crore Vs Rs 5,083.3 crore

Gross NPA falls to 2.78% Vs 2.95% (QoQ)

Net NPA slips to 0.28% Vs 0.29% (QoQ)

RBL Bank Q1 (Standalone YoY)

Profit surges 27% to Rs 254 crore Vs Rs 200 crore

Net interest income increases 12% to Rs 1,654 crore Vs Rs 1,481 crore

Provisions and contingencies jump 35% to Rs 599 crore Vs Rs 442 crore

Gross NPA falls to 1.30% Vs 1.45% (QoQ)

Net NPA declines to 0.37% Vs 0.39% (QoQ)

Poonawalla Fincorp Q1 (Consolidated YoY)

Profit spikes 391.5% to Rs 307.7 crore Vs Rs 62.6 crore

Net interest income surges 87.2% to Rs 1,196.8 crore Vs Rs 639.3 crore

Impairments on financial instruments zoom 46.7% to Rs 353.6 crore Vs Rs 241.1 crore

Turtlemint Fintech Solutions Q1 (Consolidated YoY)

Profit stands at Rs 3.1 crore Vs loss of Rs 39.4 crore

Revenue grows 42% to Rs 357.2 crore Vs Rs 251.6 crore

Oberoi Realty Q1 (Consolidated YoY)

Profit grows 29% to Rs 543.5 crore Vs Rs 421.3 crore

Revenue increases 31.7% to Rs 1,300.9 crore Vs Rs 987.6 crore

Yes Bank Q1 (Standalone YoY)

Profit zooms 33.7% to Rs 1,071 crore Vs Rs 801 crore

Net interest income soars 17.5% to Rs 2,786 crore Vs Rs 2,371 crore

Provisions and contingencies jump 38.9% to Rs 394 crore Vs Rs 284 crore

Gross NPA remains unchanged at 1.30% Vs 1.30% (QoQ)

Net NPA stands at 0.20% Vs 0.20% (QoQ)

IDBI Bank Q1 (Standalone YoY)

Profit rises 5.4% to Rs 2,115.2 crore Vs Rs 2,007.4 crore

Net interest income grows 10.1% to Rs 3,486.2 crore Vs Rs 3,165.8 crore

Provisions and contingencies write-back stands at Rs 636.87 crore Vs write-back at Rs 179.46 crore

Gross NPA falls to 2.30% Vs 2.32% (QoQ)

Net NPA increases to 0.16% Vs 0.15% (QoQ)

Punjab & Sind Bank Q1 (YoY)

Profit jumps 23.2% to Rs 331.5 crore Vs Rs 269.2 crore

Net interest income grows 15.4% to Rs 1,038.7 crore Vs Rs 900.4 crore

Provisions and contingencies plunge 56.7% to Rs 94 crore Vs Rs 217 crore

Gross NPA falls to 2.21% Vs 2.40% (QoQ)

Net NPA declines to 0.65% Vs 0.79% (QoQ)

Tata Technologies Q1 (Consolidated YoY)

Profit rises 6.1% to Rs 180.8 crore Vs Rs 170.3 crore

Revenue soars 33.8% to Rs 1,664.6 crore Vs Rs 1,244.3 crore

Bhansali Engineering Polymers Q1 (Consolidated YoY)

Profit zooms 42.9% to Rs 65.6 crore Vs Rs 45.9 crore

Revenue grows 53.3% to Rs 472.2 crore Vs Rs 307.9 crore

Stocks to Watch

NATCO Pharma

The company has received tentative approval from the US Food and Drug Administration (USFDA) for Olaparib 100 mg and 150 mg tablets, which are bioequivalent to the reference listed drug (RLD), Lynparza tablets of AstraZeneca Pharmaceuticals, for the indication mentioned in the approved labelling.

NATCO will manufacture the Olaparib tablets, while its partner, Alembic Pharmaceuticals, will distribute the product in the US.

According to industry sales data, Olaparib tablets recorded estimated US sales of approximately $1.4 billion for the 12 months ended March 2026.

Nuvama Wealth Management

The company has received an administrative warning from the Securities and Exchange Board of India (SEBI) in connection with the inspection of public issues handled by the company as a merchant banker. The warning advises the company to exercise caution and avoid recurrence of the observations in the future.

The company said the letter has no impact on its financials, operations, or any other activities, including those of its subsidiaries and associates.

Samvardhana Motherson International

The company has received approval from the Japan Court for the acquisition of an 81 percent stake in Yutaka Giken and an 11 percent stake in Shinnichi Kogyo Co.

Shinnichi is a subsidiary of Yutaka Giken, with Yutaka Giken holding a 62 percent stake in the company.

GAIL India

GAIL (India) has signed a Memorandum of Understanding (MoU) with Khanij Bidesh India (KABIL) to collaborate in the field of critical and strategic minerals, supporting India's long-term resource security.

Aditya Birla Capital

The company has made a rights issue investment of Rs 484.5 crore in the equity shares of Aditya Birla Sun Life Insurance.

Sterlite Technologies

The company's US subsidiary, STL Optical Connectivity NA, has launched its new advanced FTTH solution, CONCAT, after successfully completing field trials on the network of one of the largest telecom service providers in the United States.

Cipla

The US Food and Drug Administration (USFDA) conducted a routine current Good Manufacturing Practices (cGMP) inspection at the manufacturing facility of InvaGen Pharmaceuticals Inc., the company's wholly owned subsidiary in New York, from  July 13 to July 17.

At the conclusion of the inspection, the company received one inspectional observation in Form 483.

Power Grid Corporation of India

The company has been declared the successful bidder for the Fatehgarh-II Transmission Project.

The project involves the installation and commissioning of two synchronous condensers at Fatehgarh-II Power Station, along with associated bays.

Force Motors

Amit Pramod Joshi has resigned as Associate Vice President of the company due to personal reasons, with effect from July 17.

SpiceJet

The Central Consumer Protection Authority (CCPA) has imposed a penalty of Rs 1 lakh on SpiceJet for deploying deceptive design practices, commonly known as dark patterns, on its flight booking platform.

Quarterly Business Update

Kolte-Patil Developers Q1 (YoY)

New area sales value increased to Rs 617 crore Vs Rs 616 crore

Realisation grows 29 percent to Rs 9,442 per sq ft Vs Rs 7,337 per sq ft

Collections jumped 30 percent to Rs 715 crore Vs Rs 550 crore.

Bulk Deals

Landmark Cars

Helios Mutual Fund purchased 2.45 lakh shares, representing a 0.59 percent stake in luxury car retailer Landmark Cars, for Rs 12.79 crore.

The shares were acquired at Rs 520.28 per share.

ZF Commercial Vehicle Control Systems India

Axis Mutual Fund sold 5.94 lakh shares, representing a 0.5 percent stake in Chennai-based ZF Commercial Vehicle Control Systems India, for Rs 138.4 crore at Rs 2,330.03 per share.

Updater Services

SIS acquired an additional 6.53 lakh shares, equivalent to a 0.97 percent stake, in Updater Services for Rs 12.66 crore at Rs 193.71 per share.

As of June 2026, SIS already held a 4.88 percent stake in the company.

Meanwhile, hedge fund East Bridge Capital Master Fund I exited nearly its entire holding in Updater Services by selling 8.17 lakh shares for Rs 15.8 crore at Rs 193.27 per share.

As of June 2026, the fund held a 1.25 percent stake, or 8.39 lakh shares, in the company.

Rappid Valves India

Aegis Investment Fund acquired 2.06 lakh shares, representing a 3.97 percent stake, in Rappid Valves (India) for Rs 6.77 crore at Rs 328.4 per share.

On the other hand, Maharashtra Defence and Aerospace Venture Fund sold 1.45 lakh shares, representing a 2.79 percent stake, in Rappid Valves for Rs 4.7 crore at Rs 323.7 per share.

Additionally, Ashok Kumar Dhariwal offloaded 37,200 shares worth Rs 1.25 crore at Rs 338 per share.

As of March 2026, Maharashtra Defence and Aerospace Venture Fund held a 5.58 percent stake in Rappid Valves.

Stocks Trade Ex-Dividend

Aditya Infotech

Acceleratebs India

Fairchem Organics

Graphite India

Happy Forgings

KPR Mill

NDR Auto Components

Nelcast

NESCO

Pokarna

Quest Capital Markets

SPR Auto Technologies

Stock Trades Ex-Date for Split

Simplex Castings

Stock in F&O Ban

Kaynes Technology India