Stocks to watch, August 4: BSE, LIC, Paytm, Dabur India, SBI Funds, Nykaa, IREDA, DLF, ONGC, Bharti Airtel

The domestic stock market is expected to open flat on Tuesday, August 4. The GIFT NIFTY futures suggest that the NIFTY50 index will open 8 points higher.

In a social media post on Monday, the Food Safety and Standards Authority of India (FSSAI) informed that it has issued a prohibition order to Dabur India Ltd over the sales of food products carrying misleading '100 per cent' claims, including honey, apple cider vinegar, virgin coconut oil, sesame oil, cow ghee, coconut water, coconut milk and other such items.

Giving details about the violations, the FSSAI said that "food products being sold on the company's website were found carrying misleading '100 per cent' claims such as '100 per cent Natural', '100 per cent Pure', '100 per cent Purity Guaranteed', '100 per cent Organic' and '100 per cent Tender Coconut Water'."

The company had posted a profit after tax of ₹845 crore in the corresponding quarter of the previous financial year.

Its total income rose 5% to ₹1,385 crore in the June quarter from ₹1,324.8 crore in the year-ago period, SBI Funds Management said in a stock exchange filing.

Total expenses increased 8% to ₹242 crore during the quarter under review from ₹224 crore a year earlier.

On a sequential basis, the company’s net profits doubled to its June quarter levels, from ₹318.20 crore in the fourth quarter of FY26.

The company’s revenue from core operations advanced around 3% to ₹8,124 crore in the June quarter, from ₹7,906 crore in the corresponding quarter of the previous financial year, as per the exchange filing.

Its net profit stood at ₹762.67 crore in the year-ago period.

Total income declined to ₹1,605.56 crore in the first quarter of the 2026-27 fiscal from ₹2,980.88 crore in the corresponding period of the preceding year, according to a regulatory filing.

The move is aimed at capturing a larger share of gains from elevated refining margins and could weigh on the profitability of fuel exporters.

The rate of special additional excise duty (SAED) on export of diesel will be ₹25.5 a litre, up from ₹15.5 a litre. SAED on export of ATF will be ₹22/litre, as against ₹14.5/litre earlier.

Duty on petrol exports has been raised to ₹3.5 per litre, from ₹2.5 per litre levied on July 16.

The finance ministry in a notification said the duty hikes will be effective from August 3.

Amid escalating tensions in West Asia, the government imposed an export duty on diesel and ATF on March 27 and revised the rate every fortnight.

The travel services firm had posted a net profit of ₹73.56 crore for the April-June quarter of last year, according to a regulatory filing.

Its total income decreased to ₹2,153 crore during the first quarter under review, from ₹2,453 crore a year ago.

Meanwhile, Thomas Cook (India) reported total expenses of ₹2,064.55 crore, lower than ₹2,341.74 crore recorded in the comparable period of last year.

Excluding GCC-based entities, the Group's consolidated EBIT (Earnings Before Interest and Taxes) registered a healthy growth of 8% year-on-Year during the first quarter.

According to a company statement, the revenue from operations grew to ₹2,250 crore in the quarter from ₹1,960 crore in the year-ago period.

IREDA's profit after tax or net profit increased to ₹337 crore in the quarter from ₹247 crore a year ago.

Its loan Book also expanded to $94,936 crore in the quarter from ₹79,941 crore.

The company's net worth increased to ₹14,133 crore from ₹12,402 crore.

Its net NPAs or bad loans fell to 1.23% in the quarter from 2.06% a year ago.

BEL and Esri India have already delivered projects for the Indian defence services, and the memorandum of understanding (MoU) signed between them will further strengthen the collaboration.

Esri India Managing Director Agendra Kumar said geospatial intelligence has evolved from being a support capability to becoming a strategic decision advantage in defence, enabling commanders to see, analyse and respond with greater speed and precision.

It had reported a net profit of ₹10.43 crore in the April-June period a year ago, Stove Kraft Ltd said in a regulatory filing.

Revenue from operations was up 41.3% to ₹480.58 crore in the June quarter of FY27. It was at ₹340.10 crore in the corresponding quarter a year ago.

"The company reported its highest-ever revenue in Q1FY27, outperforming peers in sales growth with 41.3% YoY and 15.9% QoQ, while strong operating and financial leverage drove EBITDA and PAT growth of 50.9% and 63.5%, respectively," it said.

The PPA follows a letter of intent issued by Gujarat Urja Vikas Nigam Ltd (GUVNL) on March 30, 2026, awarded through a tariff-based competitive bidding process under GUVNL's Wind Tender Phase X, and has since received approval from the Gujarat Electricity Regulatory Commission (GERC) for the tariff and PPA terms, the company said in a statement.

The company, in which Inspira Global has acquired a 42% controlling stake, had reported a loss of ₹45.43 crore a year ago.

Its revenue from operations on a consolidated basis increased 17.9% to ₹822.61 crore for the June quarter against ₹697.72 crore in the year-ago period.

Total expenses increased 14.4% to ₹875.41 crore in the quarter.