Stocks to watch, July 20: CMPDI, HDFC Bank, RIL, ICICI Bank, PNB, Paytm, Oil-linked stocks, Kotak Bank

The domestic stock market is expected to open lower on Monday, July 20. The GIFT NIFTY futures suggest that the NIFTY50 index will open 23 points lower.

US West Texas Intermediate (WTI) crude rose to $84.68 per barrel, up 2.65%, marking its highest level since June 12. Brent and WTI had already rallied sharply last week, with front-month crude contracts gaining 15.5%, their biggest weekly advance since early March.

Its consolidated revenue rose 25.4% year-on-year (YoY) to ₹3.12 lakh crore, the oil-to-telecom conglomerate said in a statement.

On a recurring basis - stripping out a one-off ₹8,924 crore gain from the sale of listed investments in the year-ago quarter - EBITDA climbed 10.1% to a record ₹54,067 crore, while profit after tax (PAT) rose 6.1% to a record ₹23,196 crore.

Including that one-time gain in the year-ago base, however, EBITDA was down 6.8%, and profit attributable to owners of the company fell 22% year-on-year to ₹20,946 crore, underscoring how last year's exceptional item flattened the comparison, even as underlying operations strengthened.

The resilient earnings came in a quarter marred by elevated crude prices following the war in Iran.

The supply-chain disruptions that followed the war led the company to raise LPG production by diverting streams it otherwise used to produce value-added petrochemicals.

The Kolkata-based company said the project entails replacing conventional conductors with advanced high-temperature low-sag conductors that significantly enhance transmission capacity while utilising the existing tower infrastructure.

This turnkey reconductoring project aims to improve power supply reliability in the Nalagarh Electrical Division, Himachal Pradesh, it said.

"The order, valued at approximately ₹4.15 crore, represents Laser's first commercial deployment of advanced conductor technology under its manufacturing agreement with TS Conductor Corp of the US," the company said in a statement.

It had clocked a net profit of ₹2,209 crore in the first quarter of the preceding 2025-26 financial year, the steel maker said in an exchange filing.

During Q1 FY27, its total income rose to ₹48,088 crore from ₹43,497 crore in the same quarter a year ago.

Expenses stood at ₹41,830 crore against ₹40,325 crore.

JSW Steel's crude steel output increased 3% to 6.59 million tonnes in the June quarter of FY27 from 6.38 MT in April-June FY26.

Its sales rose 4% to 6.25 MT from 6.03 MT in Q1 FY26.

In its latest operational update, Bengaluru-based Prestige Estates Projects informed that the company launched four projects with a combined developable area of 20.16 million square feet. Out of four projects, three are residential properties in Hyderabad, Bengaluru and Mumbai. One commercial project with a developable area of 3 million sq ft is in Bengaluru.

The company said the total revenue potential for these three residential projects is estimated at ₹12,000 crore.

Irfan Razack, Chairman and Managing Director of Prestige Group, said, "Looking ahead, we have an exciting lineup of marquee launches across Mumbai, NCR, Bengaluru and Chennai during the festive season, which we believe will further strengthen our growth momentum."

This tie-up will enable the delivery of personalised, AI-driven advisory and decision support across the investing journey, making 5paisa Capital the first broking platform to make its services accessible within ChatGPT, the company said in a statement on Sunday.

Britannia, which also makes cakes and breads, has created smaller, empowered teams and increased localisation efforts to respond to growing competition from regional brands that are gaining traction in local markets, he said.

"We are localising our product, we have created a team of many Indians, we are empowering regional teams," Hargave said on the sidelines of an event organised by industry body FICCI.

Hargave said local companies with regional products are a "reality" and require a differentiated competitive approach.

The company, which has announced a ₹1,205 crore investment towards capacity expansion, also expects the availability of more capacity to help drive growth, Banerjee told PTI.

"We expect a strong double-digit growth, overall in FY27," he said when asked about the outlook for FY27.

On a consolidated basis, CEAT Ltd had posted a 22% year-on-year revenue growth of ₹4,318 crore in the first quarter of the ongoing fiscal.

The country's biggest private sector lender had earned a net profit of ₹18,155 crore in the year-ago period.

However, the total income of the bank during the quarter under review dropped to ₹92,184 crore from ₹99,200 crore in the same period a year ago, HDFC Bank said in a regulatory filing.

The lender's interest income increased to ₹79,363 crore from ₹77,470 crore seen in the same quarter a year ago.

Welcoming new chairman Rajiv Kumar, HDFC Bank MD and CEO Sashidhar Jagdishan said the appointment has brought in a sense of stability.

Kumar, former Chief Election Commissioner and Finance Secretary, was appointed part-time chairman of the bank following the sudden resignation of Atanu Chakraborty effective March 18.

On a standalone basis, the third-largest private sector lender's net profit jumped 23% to ₹7,114 crore.

Its core net interest income grew 8% to ₹14,646 crore on the back of a 19% jump in advances and a narrowing in the net interest margin to 3.46% from 3.80% in the year-ago period and the quarter-ago period's 3.73%.

A 38% growth in corporate loans led the advances growth, while retail loans grew 8% during the April-June period, the bank said.

On a standalone basis, net profit of the bank stood at ₹4,122.96 crore during the quarter, compared to ₹3,281.68 crore in the year-ago period.

The bank's core net interest income increased 9% to ₹7,928 crore from ₹7,259 crore a year earlier.

However, the bank's net interest margin has reduced to 4.53 per cent in the first quarter of the current fiscal year, from 4.65% in the year-ago period and 4.67% in the quarter-ago period.

The bank's fee and services income increased 11% to ₹2,500 crore, from ₹2,249 crore a year ago. On a sequential basis, it was down 10%.

The lender had earned a net profit of ₹269 crore in the same quarter of the previous fiscal year.

The total income increased to ₹3,546 crore during the June quarter from ₹3,379 crore in the same quarter of the previous fiscal year, Punjab & Sind Bank said in a regulatory filing.

Interest earned by the bank improved to ₹3,213 crore compared to ₹2,911 crore in the June quarter of FY26.

The bank's net interest income also increased 15% to ₹1,038 crore from ₹900 crore in the same quarter in the previous financial year.

In tunnelling, a breakthrough refers to the moment when teams involved in excavation work from both sides meet at a given point.

In a statement, the company said the breakthrough of India's longest irrigation tunnel project was achieved after overcoming several geological and hydrological challenges.

The 12-km-long tunnel is part of the Sleemanabad Carrier Canal project that starts from Sleemanabad (Tahuli Village) and connects at Khirani village.

In an exchange filing, the second-largest private sector lender said its standalone net profit grew 15.95% to ₹14,804 crore for the April-June quarter on a standalone basis, up 15.95% from ₹12,768 crore in the year-ago period.

The net interest income (NII) increased 12.7% on-year to ₹24,384 crore in the quarter under review, on the back of a nearly 20% jump in advances and a slight widening in the net interest margin to 4.36%.

Its Executive Director Sandeep Batra said the bank was able to buck a system-wide trend and report an expansion in NIMs courtesy an income tax refund and also repricing of term deposits.

In the year-ago period, net profit of the bank stood at ₹808.65 crore. However, on a sequential basis, net profit fell 0.96%.

The core net interest income of the bank increased 17.5% year-on-year to ₹2,786 crore, from ₹2,371 crore.

Net interest margins of the bank improved to 2.70% in the June 2026 quarter, from 2.5% in the year-ago period. It remained stable on a sequential basis.

Managing Director and Chief Executive Officer Vinay M Tonse said margins are expected to improve over the medium term as rural infrastructure development fund (RIDF) balances are expected to come down further and retail credit has picked up.

The LIC-controlled bank had earned a net profit of ₹2,007 crore in the same quarter of the previous fiscal year.

Total income rose to ₹8,573 crore during the June quarter of 2026-27, from ₹8,458 crore a year ago, IDBI Bank said in a regulatory filing.

Interest earned by the bank improved to ₹7,541 crore, as compared to ₹7,021 crore in the June quarter of FY26.

Net Interest Income (NII) also increased to ₹3,486 crore in the quarter, against ₹3,166 crore in Q1 of the previous year, an increase of 10%.

It had posted a profit of $324.25 crore in the year-ago period, according to a regulatory filing from JK Cement Ltd (JKCL).

Revenue from operations was up 20.25% at ₹4,031.72 crore in the June quarter from ₹3,352.53 crore a year ago.

JKCL's total expenses were at ₹3,664.82 crore, up 25.5% in the June quarter.

The total income of JKCL, which includes other income, was at ₹4,070.97 crore, up 19.41% in Q1 FY27.

The state-owned bank had posted a net profit of ₹1,675 crore in the year-ago period.

As the bank migrated to the new tax regime, the tax liability decreased by ₹3,358 crore, which directly added to the bottom line, PNB MD and CEO Ashok Chandra said during the media interaction after the announcement of quarterly numbers.

As a result, the bank posted its highest-ever first quarter profit of more than ₹5,000 crore, he said.

Total income in the quarter under review remained static at ₹37,231 crore, PNB said in a regulatory filing.

In his first visit to the project after taking charge as HCL's CMD earlier this month, Mishra told PTI that the Miniratna Category-I public sector undertaking had also planned phased capital expenditure to raise its overall production capacity to 12.2 million tonnes by 2030.

In the year-ago period, Kotak Mahindra Bank's net profit stood at ₹4,472.18 crore.

On a standalone basis, net profit of the bank stood at ₹4,122.96 crore in the June 2026 quarter, as compared to ₹3,281.68 crore in the year-ago period.

The bank's core net interest income increased by 9% year-on-year to ₹7,928 crore in the reporting quarter, from ₹7,259 crore in the first quarter of the financial year 2025-26.

However, the bank's net interest margin has reduced to 4.53% in the June quarter, from 4.65% in the year-ago period and 4.67% in the quarter-ago period.

Its sales bookings or pre-sales stood at ₹616 crore in the year-ago period.

In a regulatory filing on Friday, Kole-Patil informed that the average sales realisation rose 29% to ₹9,442 per sq ft in the April-June quarter of 2026-27 fiscal from ₹7,337 per sq ft in the corresponding period of the preceding year.

Improvement in sales realisation was driven by strategic price revisions across projects and a higher contribution from Mumbai projects, it highlighted.

Total income stood at ₹4,762.28 crore in Q1 FY27, up from ₹4,512.57 crore in Q1 FY26, the bank said in a regulatory filing.

Senior executives of the bank affirmed to work with promoter Emirates NBD for business expansion going ahead.

The work with NBD, which bought a 60% stake in the lender for ₹26,000 crore, will include making use of its global network to tap into India-centric business, product innovation, and also tapping more inflows under the relaxed FCNR(B) scheme launched by the RBI, RBL Bank's MD & CEO R Subramaniakumar told reporters.

The company had posted a profit of ₹63 crore in the year-ago period.

Total income jumped to ₹2,330 crore in the quarter under review from ₹1,314 crore in the year-ago period, Poonawalla Fincorp said in a regulatory filing.

Interest income rose to ₹2,118 crore in the April-June quarter, compared to ₹1,185 crore in the same period a year ago.

During the quarter, the core net interest income of the bank increased by 15.70% year-on-year to ₹3,914 crore. However, on a sequential basis, net interest income has reduced by 2.20% when compared with the March quarter despite a 28% jump in advances.

The net interest margin contracted by 0.10% year-on-year to 3.06% in the reporting quarter, and the lender guided to maintaining the gap at over 3% for FY27.

Its profit stood at ₹421.25 crore in the year-ago period.

Total income grew to ₹1,361.69 crore in the first quarter of this fiscal from ₹1,073.98 crore in the corresponding period of the preceding year, according to a regulatory filing.

Mumbai-based Oberoi Realty has delivered 51 real estate projects so far, comprising 17.3 million sq ft, out of which more than 34 million sq ft is under construction.

In a regulatory filing on Friday, the company said it has "entered into a definitive agreement with Serentica Renewables India Pvt Ltd for the development of a 58 MW peak hybrid renewable energy power project, primarily for its energy-intensive business in Bharuch, Gujarat".

Upon completion, DCM Shriram’s total renewable energy capacity will rise to 176 MW (peak) across its two sites in Bharuch and Kota.