Stocks to watch, August 5: Rate-sensitive stocks, BSE, Bharti Airtel, LIC, Nykaa, ONGC, Power Grid

The domestic stock market is expected to open gap-up on Wednesday, August 5. The GIFT NIFTY futures suggest that the NIFTY50 index will open 189 points higher.

Bharti Airtel had posted a net profit of ₹5,948 crore attributable to the owners in the year-ago period.

Revenue from operations during the quarter increased 18.3% to ₹58,539 crore from ₹49,462.6 crore in the June quarter a year ago.

"Bharti Airtel reported consolidated quarterly revenues of ₹58,539 crore, up 18.4% year-on-year, and 5.7% quarter-on-quarter, supported by strong growth across India and Africa operations," the company statement said.

According to the block deal data on the National Stock Exchange (NSE), Ardour Investment Holding Ltd, a promoter entity, offloaded 12,48,00,000 shares, representing a 0.65% stake in Adani Power Ltd.

The shares were disposed of at an average price of ₹210.50 per share, bringing the deal size to ₹2,627.04 crore.

Following the latest transaction, Ardour Investment Holding Ltd's stakeholding in Adani Power has declined to 3.03% from 3.68%.

Meanwhile, Adani Infra (India) Ltd purchased an equal number of shares at the same price.

Shares of Adani Power fell nearly 2% to close at ₹209.95 on the NSE.

A total of 1,49,00,000 shares representing a 2.33% stake of One 97 Communications were offloaded by both entities, as per the block deal data on the National Stock Exchange (NSE).

Hong Kong-based SAIF Partners through its two affiliates, SAIF III Mauritius Company Ltd and SAIF Partners India IV Ltd, offloaded 1,38,79,743 shares or 2.17% stake in Paytm.

In addition, Elevation Capital through its arm Elevation Capital V Ltd sold 10,20,257 shares representing a 0.16% stake in the full stack financial services company.

The shares were disposed of at an average price of ₹1,367.80 apiece, taking the deal size to ₹2,038.02 crore.

The company had reported a standalone profit after tax (PAT) of ₹138.35 crore in the first quarter of FY26.

Revenue from operations for the quarter under review stood at ₹1,614.76 crore, up 20% year-on-year from ₹1,350.17 crore in Q1 FY26, the company said.

To drive long-term growth, the company said, it has earmarked capital expenditure of ₹400 crore towards capacity expansion initiatives.

These investments are expected to significantly enhance the company's capabilities to address increasing customer requirements across various segments, including Internal Combustion Engine Vehicles (ICEVs), Plug-in Hybrid Electric Vehicles (PHEVs) and Electric Vehicles (EVs).

The company, controlled by Dutch multinational brewing company Heineken NV, had posted a net profit of ₹184.03 crore in the April-June quarter a year ago, United Breweries Ltd (UBL) said in a regulatory filing.

However, UBL's revenue from operations was up 10% to ₹5,919.44 crore in the June quarter of FY27. It was at ₹5,380.78 crore in the corresponding period a year ago.

The growth was led by the beer category, which continued double-digit growth, said UBL in its earnings statement.

"UBL sell-in volumes were up 9%, and sell-out volumes were up 13% in Q1 FY27, while deliberately reducing inventory levels (-20%) to improve cash flow," it said.

This transaction marks a strategic step in strengthening the company's position as a tier-0.5 supplier (advanced manufacturing partner) within the commercial vehicle ecosystem, Belrise Industries said.

The acquisition will further enhance Belrise's customer portfolio by adding a key European commercial vehicle OEM, while also strengthening its domestic footprint through three manufacturing facilities located in Pune, Jamshedpur and Bengaluru.

The move also aligns with the company's long-term strategy of expanding its capabilities in the commercial vehicle segment and deepening its presence in high-growth sectors such as construction, mining, defence and infrastructure, it said.

The company had posted profit after tax of ₹45.8 crore in the same period a year ago.

The revenue from operations of MapmyIndia grew by 14.9% to ₹139.7 crore during the reported quarter from ₹121.6 crore in the year-ago period.

MapmyIndia Chairman and Managing Director Rakesh Verma said FY27 started with another quarter of profitable growth while continuing our evolution into India's leading AI-powered deep-tech digital map data, geospatial software, and location-based IoT company.

The housing finance firm had earned a net profit of ₹534 crore in the same quarter of the preceding financial year.

The company's total income for the quarter grew to ₹2,265 crore from ₹2,082 crore in the corresponding quarter of the previous fiscal, PNB Housing Finance said in a regulatory filing.

Interest income for the quarter rose to ₹2,138 crore compared to ₹1,980 crore a year ago.

The net interest income also increased 6% to ₹803 crore in Q1 FY27 against ₹760 crore in the year-ago period.

However, the net interest margin (NIM) declined to 3.5% compared to 3.74% in the first quarter of the preceding fiscal.

Net profit of ₹17,033.81 crore in April-June -- the first quarter of the 2026-27 fiscal year -- compared with ₹8,024.23 crore earned in the same period a year back, according to a stock exchange filing of the company.

The net profit compared with ₹6,649.97 crore in the preceding January-March quarter.

Total income rose to ₹48,321.65 crore in Q1 from ₹33,213.39 crore a year back.

Profit before tax rose to a record quarterly high of ₹22,848 crore.

Higher crude oil prices boosted ONGC's earnings, with net crude oil realisation from nominated fields rising to $99.45 a barrel from $66.13 a year earlier.

Total income rose to ₹3,959.72 crore in the quarter from ₹3,442.76 crore in the same period a year ago, according to an exchange filing.

Its consolidated net profit was ₹242.88 crore a year ago, an exchange filing showed.

The board also approved payment of interim dividend at the rate of 230% (₹23 per equity share of ₹10 each) for 2026-27.

It has fixed August 10 as the record date for ascertaining the names of members / beneficial owners entitled to receive the interim dividend.

The company stated that the standalone profit after tax (PAT) in Q1 FY27 is ₹70.67 crore lower than the corresponding quarter of the last financial year, largely on account of lower rebate and surcharge incomes.

These turnkey projects pertain to the conversion of the existing 11kV high tension (HT) line and low tension (LT) line network into an underground cable network with ring main system, with GIS mapping and asset tagging at Jamnagar circle of Gujarat, a company statement said.

"This order represents another important milestone for Rajesh Power Services Limited and reflects the continued investments being made towards strengthening India's power distribution infrastructure," said Kurang Panchal, Managing Director, Rajesh Power Services Limited.

The exchange had posted a net profit of ₹538 crore in the same quarter of the preceding fiscal.

BSE's total income surged 63% to ₹1,706.72 crore in the June quarter from ₹1,044.45 crore in the year-ago period, according to a regulatory filing to the NSE.

On a sequential basis, net profit increased nearly 10% from ₹795.47 crore in the March 2026 quarter, while total income rose from ₹1,630 crore.

Revenue from operations grew 26% year-on-year to ₹614 crore, EBITDA rose 25.2% to ₹177 crore with margins resilient at 28.5%, and profit after tax surged 44.6% to ₹55 crore — profit growth outpacing revenue growth even as the company absorbed higher greenfield investments.

A company release here said that the performance was anchored by the company's mature facilities, which grew revenue 16.3% year-on-year, alongside 91,082 surgeries performed during the quarter, up 15.5%.

The proposed expansion will be funded through a mix of internal accruals and debt, and is expected to be completed by July 2028.

The company had posted a consolidated net profit of ₹513 crore in the corresponding quarter of the preceding fiscal, Marico Ltd said in a regulatory filing.

The homegrown FMCG firm’s revenue from operations increased 22.85% to ₹3,957 crore in the June quarter of FY27, compared to ₹3,221 crore in the year-ago period.

It had logged a net profit of ₹34 crore in April-June FY26.

Total income increased to ₹535 crore from ₹422 crore a year ago, UGRO Capital said in a regulatory filing.

The firm earned an interest income of ₹363 crore during the quarter compared to ₹304 crore a year ago.

The total opex during the quarter declined to ₹119 crore from ₹121 crore in the corresponding period a year ago.

The company had reported a net profit (attributable to equity shareholders of the parent firm) of ₹23.32 crore in the year-ago period, according to a regulatory filing by the company.

Nykaa’s revenue from operations grew 29% to ₹2,782 crore in Q1 FY27 compared to ₹2,154.9 crore in Q1 FY26.

Seen sequentially, Nykaa’s profit and revenue rose 2% and 5%, respectively.

“This quarter marked continued acceleration in our growth momentum and EBITDA margins, both reaching their highest levels in the last 12 quarters. Our AI-led initiatives are beginning to create meaningful consumer experiences, with Virtual Closet already driving 2x higher conversion and AskNykaa, our conversational search engine, emerging as a trusted beauty advisor on the platform. We remain focused on building with discipline, innovation, and long-term value creation,” Falguni Nayar, Executive Chairperson, Founder and CEO of Nykaa, said.

A total of 7.11 lakh Renewable Energy Certificates were traded during the month, though REC volumes declined 56.3% year-on-year, Indian Energy Exchange (IEX) said in a statement.

According to the statement, buy bids in the Day-Ahead Market grew 42.5% year-on-year due to a rise in power demand, resulting in higher prices.

The average market clearing price in the Day-Ahead Market stood at ₹4.99/unit, a 19.3% rise year-on-year.

Similarly, the average market clearing price in the Real-Time Market grew 15.1% to ₹4.41/unit in July.

Suma Venkatesh, Executive Vice President - Real Estate & Development, IHCL, said, "With growing interest in heritage-led and experiential travel, Karaikudi, in the Chettinad region of Tamil Nadu, is attracting a diverse mix of leisure travellers and cultural enthusiasts. The signing of Tree of Life, Karaikudi aligns with our strategy of expanding in emerging leisure destinations while offering immersive experiences rooted in local culture. We are delighted to continue our longstanding partnership with the AMPA Group".