Stocks to watch, August 3: ONGC, Deep Industries, SBI Funds Management, Maruti, auto stocks, ITC, DLF

The domestic stock market is expected to open gap-up on Monday, August 3. The GIFT NIFTY futures suggest that the NIFTY50 index will open 135 points higher.

The list includes names such as DLF, SBI Funds Management, Torrent Power, Jindal Stainless, UPL, Indian Renewable Energy Development Agency (IREDA), Computer Age Management Services (CAMS), Nazara Technologies, DOMS Industries, Gulf Oil Lubricants India, and Texmaco Rail and Engineering, among others.

The scheme aims to develop 5,000 MW of floating solar photovoltaic projects with co-located battery energy storage systems (minimum two-hour storage capacity of 10,000 MWh) between FY27 and FY31.

The income support programme, which provides financial assistance to eligible farmers, is expected to bolster rural spending and support demand for tractors, fertilisers, crop protection products, and other farm inputs.

It had posted a consolidated profit of ₹5,343.41 crore in the April-June quarter a year ago, according to a regulatory filing by the Kolkata-headquartered company.

ITC's revenue from sale of products increased by 27.82% to ₹29,409.82 crore in the June quarter of FY27. Its revenue from operations was at ₹29,523.3 crore, up 27.64 per cent in the first quarter of FY27 compared to ₹23,129.35 crore a year ago.

"Q1 FY27 was marked by heightened uncertainty in the operating environment due to the ongoing conflict in West Asia, which triggered a sharp increase & volatility in the price of crude oil & crude-linked products along with significant trade & supply chain disruptions," said ITC.

In a regulatory filing, the company stated that the contracts are scheduled to be executed by January 2027.

"The company has secured export orders worth $54.81 million (equivalent to ₹522.73 crore) for the supply of optical fibre cables from renowned international customers. These orders reaffirm the confidence reposed by our customers in the company's manufacturing capabilities, technological excellence and product quality," HFCL said.

Homegrown majors Tata Motors and Mahindra & Mahindra also clocked high double-digit growth as the passenger vehicle industry continued to ride on the wave of impetus from GST 2.0, reduced repo rates and income tax relief on income of up to ₹12 lakh.

"Industry (passenger vehicle sales) should be around 4.65 lakh to 4.7 lakh in July this year. In July last year, the industry was around 3.5 lakh, so it is almost a growth of 33%," Maruti Suzuki India Ltd (MSIL) Senior Executive Officer, Marketing & Sales, Partho Banerjee, told reporters in a conference call.

The company, however, asserted that the SEBI's order has no direct bearing on its ongoing ₹2,300 crore fundraising exercise and it will take all necessary steps to complete the proposed capital raise.

ZEEL may challenge the SEBI order before the Securities Appellate Tribunal (SAT), a quasi-judicial body, which has appellate jurisdiction to hear appeals against Sebi orders.

In a conference call with market analysts, Lodha Developers Managing Director Abhishek Lodha highlighted that land monetisation is not an exceptional item for this company; rather, it is a planned recurring pillar of business.

He said the company now holds about 660 acres at its data centre park in the Mumbai Metropolitan Region (MMR).

"Of this, the first phase of 370 acres, we have already monetised about 130 acres, and we intend to further monetise about 150 acres over the next 3-4 years, which itself will generate close to ₹10,000 crore of sales," Abhishek said, as per the transcript of the interaction with the analysts.

PNB's capital adequacy improved to 18.13% as of June 30, 2026, compared to 17.5% at the end of the first quarter of the previous fiscal year.

This is well above the regulatory requirement of 11.5%.

As the bank is well capitalised, the bank will not be raising any fund from the market to drive growth, Chandra told PTI in an interview.

In fact, this year, the bank will retire ₹5,000 crore AT-1 and Tier II bonds, which are getting matured, he said, adding that this will help save Rs 300 crore as there would no longer be interest outgo on these papers.

Its revenue from operations rose by 6% to ₹1,515.51 crore in the June quarter compared to ₹1,430.43 crore in the year-ago period, , according to a regulatory filing from Raymond Lifestyle, a Raymond Group firm.

"This performance was led by premiumization in the domestic business and significant volume recovery in the Garmenting business, buoyed by the US-India Tariff rationalisation and the implementation of the UK FTA, resulting in a robust order book," said Raymond Lifestyle in its earnings statement.

The company had posted a profit of ₹1,974 crore in the corresponding quarter of the previous year.

Total income rose to ₹8,695 crore for the quarter under review from ₹6,485 crore in the April-June quarter of FY26, Muthoot Finance said in a regulatory filing.

At the same time, total expenses increased to ₹4,898 crore as against ₹3,812 crore reported in the first quarter of the previous financial year.

The company's loan assets under management increased 43% to ₹191,532 crore as against ₹1,33,938 crore last year in the same period.

The company said it is reviewing the notice received on Friday (July 31) and evaluating next steps.

On the details of the notice, issued by the Department of Telecom, Vodafone Idea (VIL) in a BSE filing said that this is for payment of "liquidated damages amounting to ₹26.83 crore for alleged default in compliance of minimum rollout obligations in respect of spectrum allocated under Spectrum Auction conducted in 2022".

The Gujarat-based chemical maker had posted a net profit of ₹144.78 crore a year earlier, it said in a regulatory filing.

Total income fell 3.06% to ₹798.01 crore from ₹823.19 crore a year earlier, while total expenses declined to ₹594.10 crore from ₹627.96 crore.

"Our performance in Q1 FY27 demonstrates sustained resilience against a volatile global geopolitical backdrop," GHCL Managing Director R S Jalan said.

According to a regulatory filing dated August 1, the Maharatna PSU said its production grew 8.4% year-on-year (YoY) to 50.36 million tonnes (MT) in July.

Coal India Ltd accounts for over 80% of domestic coal output.

Despite challenges posed by the rains, the company said it recorded healthy growth in coal production.

Simultaneously, it has sustained strong momentum in coal supplies through a demand-responsive inventory optimisation strategy, enabling it to maintain a comfortable balance between production and supplies.