Stocks to Watch, August 4: Bosch, Tata Investment Corp, DLF, Marico, Federal Bank, GHV Infra Projects, M&M, ABB India, ITC

The Kolkata-headquartered company had posted a consolidated profit of ₹5,176.99 crore in the year-ago period.

ITC's revenue from operations was ₹23,129.35 crore, driven by cigarettes, agribusiness, and FMCG. It was ₹19,350.08 crore in the corresponding quarter of the previous fiscal year.

Its total expenses were at ₹16,752.31 crore during the quarter, up 26.73%.

ITC's total income, including other income, was at ₹23,811.56 crore, up 18.86%.

The Kolkata-headquartered firm had a "strong performance by group companies led by ITC Infotech, Surya Nepal, and ITC Hotels," ITC said in an earnings statement.

Total business of PNB rose by 11.6% to ₹27.19 crore at the end of the first quarter of the current financial year. PNB is closely followed by Bank of Baroda with a total business of ₹26.43 lakh crore, while Canara Bank is at ₹25.64 lakh crore at the end of June 30, 2025.

In an interview with PTI, he noted that the exuberance seen in the housing market post-COVID has calmed down, but the demand condition is still pretty strong. In the first quarter of this fiscal year, Godrej Properties Ltd reported an 18% decline in its pre-sales, or sales bookings, to ₹7,082 crore.

Pirojsha attributed the decline in pre-sales to a high base effect and also a slight delay in the launch of a couple of projects.

Nevertheless, he said, "We are very much on track to meet or exceed our booking value target for the current 2025-26 financial year."

It had reported a net profit of ₹10.21 crore a year ago, according to a regulatory filing by Sirca Paints India on Saturday.

Sirca Paints' revenue from operations surged 45.26% to ₹114.24 in the June quarter of FY26. It was ₹78.64 crore in the corresponding quarter of the preceding fiscal year.

As of June 30, 2025, Kalyan Jewellers' total showrooms across India and the Middle East stood at 406 (Kalyan India - 287, Kalyan Middle East - 36, Kalyan USA - 2, Candere - 81), according to a regulatory filing.

"We are planning to open 170 showrooms in 2025-26, of which 90 will be in Kalyan, and of these, seven will be overseas—UK, US, and Middle East. We are also looking at opening 80 stores under our lifestyle jewellery brand Candere.

The company has a portfolio of 15 hotels with 1,348 rooms in the North East, and six hotels with 634 rooms in the pipeline.

Developing properties in the East and North East has been a part of a strategic initiative, Chhatwal told PTI.

The imposition of export restrictions by China on key rare earth magnets has resulted in supply chain bottlenecks, impacting the user industries, including the auto and electronics sectors.

The magnets are essential components across sectors like automobiles, household appliances, and renewable energy.

Besides this, the company said it has completed the acquisition of a 58.96% controlling stake in commercial vehicle manufacturer SML Isuzu Ltd. and has renamed it as SML Mahindra Ltd. (SML).

The non-banking financial company had reported a profit after tax of ₹76 crore in the year-ago period.

Total income of the company rose by over 41% to ₹582 crore in the June quarter compared to ₹410 crore in the year-ago period, a statement said.

The non-banking financial company's consolidated assets under management (AUM) surged by 42% year-on-year to ₹24,754 crore in the first quarter of FY26, driven by robust growth in its retail loan portfolio, the company said.

The company had reported profit after tax of ₹443 crore in the same quarter of 2024, a company statement said. The company follows a January-December financial year.

According to the statement, the company achieved a revenue of ₹3,175 crore for the second quarter, higher than ₹2,831 crore in the same period a year ago.

The company's total expenditure jumped to ₹2,801.1 crore in Q2 CY2025 from ₹2,323.9 crore a year ago.

The bank management said that the second half of the fiscal year must see higher credit growth and also an uptick in the net interest margins and blamed the industry-wide issues on the microfinance front for the uptick in non-performing assets.

For the reporting quarter, its core net interest income (NII) rose by just 2% to ₹2,337 crore. The other income was up 22% to an all-time high of ₹1,113 crore on a surge in core fees and also a jump in treasury income.

The company, which completed the merger of subsidiary Udaipur Cement Works, had posted a profit of ₹56.68 crore in the April-June period a year ago, according to a regulatory filing from JK Lakshmi Cement Ltd (JKLC), a flagship company of JK Organisation.

Total income was up 11.8% at ₹1,763.14 crore in the June quarter, helped by volume gains. It was at ₹1,576.96 crore in the corresponding quarter.

Chairperson & Managing Director Vinita Singhania said profitability of the company improved “on account of higher volume, better product & market mix, and reduction in fuel cost."

The project is valued at approximately ₹2,645 crore and estimated to be completed within 24 months, excluding 90 days of initial setup and mobilisation period, the company informed stock exchanges in a filing.

The engineering, procurement, and construction (EPC) contract is for developing Erisha Smart Manufacturing Hub, consisting of industrial & commercial buildings at Ras Al Khaimah Economic Zone, the UAE, the filing added.

Delhi-based PC Jeweller has 52 showrooms, of which 49 are company-owned, across major cities of the country.

"We have repaid bank loans worth ₹335 crore during the April-July period of this fiscal year," Garg told PTI.