Stocks to Watch, January 5: ONGC, Oil India, RIL, JSPL, Sobha, Cupid, CIL, DMart, Bank of Baroda, Bajaj Finance, Nykaa, PNB

During the weekend, American forces carried out a large military operation in Venezuela, capturing President Nicolas Maduro and his wife and taking them to the US to face various charges, including narco-terrorism and drug trafficking. Donald Trump has vowed to "run the country" until there is a "proper" transition of power.

ONGC shares will be in focus as its arm, ONGC Videsh, holds equity stakes in two projects in Venezuela.

Oil India will be in focus as the company, through its wholly owned subsidiary Oil India Sweden AB, owns 50% of the shares in Indoil Netherlands B.V., which in turn holds 7% equity shares in Petrocarabobo S.A. (a joint venture company) for Project Carabobo-1, Venezuela.

RIL shares will be in focus as the conglomerate has been buying Venezuelan oil. However, in March 2025, it was reported that the company may halt Venezuelan oil imports after the United States announced a 25% tariff on nations buying crude from the South American nation.

Indian Oil Corporation (IOC) will be in focus as its subsidiary, IOC Sweden AB, is an investment company for E&P projects in Venezuela and a battery technology company in Israel.

Prices fell on supply glut fears.

The South American country has plunged into a crisis after the US captured its president, Nicolas Maduro, on Saturday.

"We do export to Venezuela. Pulsar and Boxer are very popular, but these exports are less than 1% of our total exports," Rakesh Shamra, Executive Director, Bajaj Auto, said.

He was responding to a query about the implications for its operations in the country following the capture of Maduro by the US.

The total outstanding credit was ₹11.73 lakh crore at the end of the third quarter of the previous fiscal year, BoB said in a regulatory filing.

The lender reported a 10.25% increase in total deposits to ₹15.47 lakh crore in the reporting quarter against ₹14.03 lakh crore at the end of the third quarter of the previous financial year.

The company has filed an application for registration of Holystone Hospitality Fund as an AIF with the Securities and Exchange Board of India (SEBI) recently, TFCI said in a regulatory filing.

Besides, the company will also hog the limelight as it issued a clarification regarding the unusual movement in the company's share price/volume on Friday.

In its statement, the company said that it was not aware of any undisclosed material event or development that would warrant such volatility. "The company continues to operate normally and remains focused on execution of its stated strategy," the statement read.

It must be noted that the shares of the company tumbled 20% in Friday's session.

In its press release, the company said it expects Q3 FY26 to be its best-performing quarter to date, driven by continued demand strength and smooth operational execution.

Management remains confident of exceeding its earlier FY26 guidance of ₹335 crore in revenue and ₹100 crore in PAT, supported by operating efficiencies, stable demand, and execution progress.

Bengaluru-based Sobha Ltd sold properties worth ₹1,388.6 crore in the year-ago period.

The company has "delivered a historic quarterly performance, achieving the highest ever real estate sales value of ₹2,115 crore...," Sobha Ltd said in a regulatory filing on Saturday.

The company had registered ₹15,565.23 crore in revenue from operations a year ago, Avenue Supermarts informed BSE in a regulatory filing on Friday.

"Standalone revenue from operations for the quarter ended (QE) December 31, 2025, stood at ₹17,612.62 crores," said the filing on the company update at the end of the quarter.

The total number of stores of the Damani-family-promoted retail chain stood at 442 as of December 31, 2025. This also includes its Sanpada in Navi Mumbai, Maharashtra, which is currently closed for customers due to reconstruction.

The initial public offering (IPO) will be closely tracked by the Dalal Street as an early gauge of investor appetite for public sector undertakings (PSUs) in the new year.

However, production of steel and oil and gas dropped during the third quarter of the current fiscal year.

The company's total aluminium production during the quarter rose marginally by 1%, mined metal production at Zinc India increased 4%, and mined metal production at Zinc International rose 28%.

With this, Nykaa is expected to deliver consolidated net revenue growth in the upper end of the mid-twenties, reflecting a slight acceleration from the mid-twenties growth maintained over the past several quarters.

The lender in a regulatory filing said its global business grew 3.8% sequentially and 9.57% year-on-year (YoY) to ₹28.92 lakh crore. Its domestic business came in at ₹27,65,288 crore, up 3.11% QoQ and 9.09% YoY.

The global deposits also grew 8.54% to ₹16,60,385 crore. Sequentially, it went up 2.68%. The state-run lender's domestic deposits for the period under review stood at ₹15,97,487 crore, up 2.14% QoQ and 8.32% YoY.

The company’s consolidated revenue growth on a year-on-year basis stood in the high twenties, poised to achieve our full-year aspiration, the firm said.

“The sector witnessed steady demand trends during the quarter. We remain optimistic about a gradual improvement in consumption in the quarters ahead, supported by easing inflation, lower GST rates driving affordability, MSP hikes, and a healthy crop sowing season,” Marico said in a regulatory filing.