Stocks To Watch, April 27: Sun Pharma, RIL, Axis Bank, RBL Bank, Shriram Finance, Coal India, Paytm

Its net profit came in at ₹16,971 crore in January-March – the fourth and final quarter of the 2025-26 fiscal year – compared with ₹19,407 crore earnings in the same period a year back, according to the company's stock exchange filing.

The profit was also lower quarter-on-quarter, at ₹18,645 crore in October-December 2025.

The total income rose to ₹3.03 lakh crore in Q4 from ₹2.69 lakh crore a year ago.

For the full year, its net profit was ₹80,775 crore, 16% higher than ₹69,648 crore in 2024-25.

The NSE filings showed that JK Cement participated in an e-auction conducted by the Rajasthan government for the mining lease of Maliyakheri Limestone Block-I located in Chittorgarh.

“We wish to inform you that the company has participated in the e-auction conducted by the Government of Rajasthan, wherein the company has been declared the ‘Preferred Bidder’ for the mining lease of Maliyakheri Limestone Block-I, situated in Chittorgarh, Rajasthan,” the company informed the stock exchanges.

The bank had reported a net profit of ₹177 crore in the year-ago period.

The total income rose to ₹2,119 crore in the January-March quarter of the FY26 from ₹1,961 crore logged in the year-ago period, DCB Bank said in a stock exchange filing.

During the quarter, its interest income climbed to ₹1,907 crore from ₹1,742 crore seen a year ago.

The bank's gross non-performing assets (NPA) moderated to 2.45% in the quarter under review compared to 2.99% in the year-ago period. The net NPA stood at 0.89% in Q4 FY26 against 1.12% in the year-ago period.

Organon is a global healthcare company formed through a spinoff from Merck, known as MSD outside of the United States and Canada, in 2021.

Under the Memorandum of Understanding (MoU), the JSW Next-Gen Technology Centre (JNEXT Center) will enable close collaboration with JSW Motors' R&D, manufacturing, and leadership teams, the company said.

Tata Elxsi will lead the implementation of the connected vehicle platform and unified customer experience app for JSW Motors' upcoming vehicle programmes, in partnership with a broader ecosystem, JSW Motors said.

The Mahindra group entity had reported a consolidated net profit of ₹456 crore in the year-ago period.

On a standalone basis, its profit after tax (PAT) for the quarter jumped 55% to ₹873 crore.

Its chief executive and managing director, Raul Rebello, said the handsome growth in profit was a result of a multitude of factors on the operational front put in by the company and not because of a low base.

The high profit growth was due to factors like keeping funding costs under control, which expanded the net interest margin by 1% to 7.5%; higher asset growth at 12%; doubling of fee income; and also tighter controls over operating costs and credit costs, he said.

Its profit stood at ₹922.8 crore in the year-ago period.

The total income rose to ₹4,840 crore during the fourth quarter of the 2025-26 fiscal from ₹4,420 crore in the corresponding period of the preceding year, according to a regulatory filing.

During the full 2025-26 fiscal year, the company's net profit increased to ₹3,430.7 crore from ₹2,766.6 crore in the preceding financial year.

Its total income grew to ₹17,119.5 crore last fiscal year from ₹14,169.8 crore in 2024–25.

The company is maintaining its 18% assets under management (AUM) growth target for FY27 despite the headwinds that it will be facing, a top company official said.

"We initially budgeted for 18% growth this year. We need to relook at it due to the crisis, but we haven't revised it. "So, we are still maintaining 18% growth," Shriram Finance executive vice chairman Umesh Revankar told PTI in an interview.

On a sequential basis, net profit rose 6%.

Its core net interest increased to ₹4,424.03 crore in the reporting quarter from ₹4,240.07 crore a quarter ago and ₹3,749.88 crore in the year-ago period.

"Through the course of the year, we remained steadfast in our approach, tightening credit and risk administration frameworks, strengthening collections infrastructure, accelerating our AI-led technology transformation, and continuously focusing on growth across all our business lines," Sudipta Roy, managing director and chief executive officer at L&T Finance, said.

The lender had reported a loss of ₹2,329 crore in the year-ago period.

The new management under managing director and chief executive Rajeev Anand said the issues of the past arising from undeclared losses in derivatives and other shortcomings are behind it, and it would like to grow loans and deposits at par with the banking industry in FY27.

In a regulatory filing, the Noida-based fintech major said PPBL operates independently, with no board or management involvement from Paytm.

As previously disclosed on March 1, 2024, the company does not have any exposure to PPBL or any material business arrangements with PPBL.

The company has received four orders from different entities to supply power transformers of 20 megavolt amperes (MVA), 112.5 MVA, and 160 MVA within timelines spanning over 11 months, 13 months, and 17 months.

In a statement, Supreme Power said it has secured domestic orders aggregating to ₹128 crore from Hyderabad-based companies, strengthening its order pipeline and near-term revenue visibility.

ICL had logged a profit of ₹14.67 crore in January-March FY25, helped by asset sales, according to a BSE filing.

ICL is a subsidiary of UltraTech Cement, an Aditya Birla Group firm.

Revenue from operations was up 2.6% to ₹1,228.65 crore in the March quarter, FY26. Total expenses were at $1,174.79 crore, down 10.5% year-on-year.

In Q4, domestic sales volume was 3.12 million tonnes, recording a growth of 18% year-over-year, as per an earnings presentation by the company.

The private sector bank logged a profit of ₹69 crore in the year-ago period. In the full financial year 2025-26, net profit rose 18% to ₹822 crore.

Core net interest income (NII) grew 7% on-year to ₹1,671 crore in January-March FY26 compared with ₹1,563 crore a year ago, a statement said.

However, the bank's net interest margin (NIM) contracted to 4.41% from 4.89% a year earlier and 4.63% from the December quarter.

On a standalone basis, the third-largest private-sector lender's net profit for the March quarter fell to ₹7,071.31 crore from ₹7,117.50 crore in the year-ago period and ₹6,489.57 crore in the preceding December quarter.

Its core net interest income moved up 5% to ₹14,457 crore in the reporting quarter on a 19% growth in advances, but was restricted by a 0.35% compression in the net interest margin to 3.62%.

The other income came at ₹6,023 crore, down 11% year-on-year.

The bank had a one-time gain of ₹2,193 crore on the tax front, including the reversal of excess provisions made earlier, a reduction in tax expense done in FY25, and a recognition of a deferred tax asset.

The all-cash acquisition will be complete in three months, and Pine Labs will pay in two tranches, according to a regulatory filing.

The acquisition unites payments infrastructure with checkout, which will give every online merchant the power to convert, not just collect, as per a statement.

The private sector lender had earned a net profit of ₹304 crore in the same quarter a year ago.

The lenders' total income increased to ₹12,183 crore during the quarter against ₹11,308 crore in the same quarter a year ago, IDFC First Bank said in a regulatory filing.

The interest income increased to ₹10,553 crore for the reporting quarter, as against ₹9,413 crore seen in the same quarter a year ago.

The Kolkata-headquartered lender had earned a net profit of ₹653 crore during the January-March quarter of FY25.

However, the income during the March quarter declined to ₹7,365 crore, from ₹8,137 crore in the same period of the preceding fiscal, UCO Bank said in a regulatory filing.

Interest income was at ₹6,656 crore during the period under review against ₹6,142 crore in the corresponding quarter a year ago.

The proposed addition will be over and above the roughly 3 GWh of installed storage capacity the company expects to reach shortly, following the commissioning of 1.4 GWh during FY26, it said during its earnings call.

The batteries are being developed alongside renewable generation at Khavda in Gujarat, where AGEL is building what it describes as the world's largest renewable energy park.

The proposed roadmap targeting coal import cuts includes a detailed forensic audit of imports, backed by sector-specific policies and phased shift strategies to boost local supply, a source said.

It will also include the National Washery & Logistics Grid to streamline coal washing and transport, addressing key bottlenecks in the supply chain.

At present, NTPC officials are conducting a feasibility study for two 700-MW nuclear units in the district, located around 250 km from Patna, a government official said.

The Bihar government has also assured full support for the project and water availability. Initial estimates suggest that around 1,000 acres of land would be required for these units, the official told PTI without sharing any financial information.

According to industry estimates, a 1 GW nuclear plant requires an investment of ₹15,000-₹20,000 crore and typically takes at least three years from concept to commissioning.