Stocks to watch, July 27: IDFC First Bank, NTPC, Tata Consumer Products, PNB, Bank of Baroda, ACC, CIL, BEL

The domestic equity market is expected to see a gap-up opening on Monday, July 27. The GIFT NIFTY futures indicate that the NIFTY50 index will open 136 points higher.

NSE filings data showed that Tata Consumer Products’ consolidated net profit (attributable to the owners) surged 28% to ₹427 crore in the financial year 2026-27, in comparison with ₹334.15 crore in the same period a year earlier.

The consolidated net profit was ₹6,108.46 crore in the June 2025 quarter, an exchange filing stated.

Total income rose to ₹51,141.51 crore in the quarter from ₹47,821.11 crore in the same period a year ago.

The bank said the profit slipped after absorbing the impact of a one-off exceptional item.

Its net interest income (NII), however, advanced by 9.5% YoY to ₹12,524 crore during the quarter, as against ₹11,435 crore in the June quarter of FY26.

Its net interest margin (NIM) contracted to 2.77% in the quarter ended June 30, 2026, from 2.91% in the same period last year.

The company had posted a profit of ₹375 crore in the April-June quarter a year ago, according to a regulatory filing from ACC, a subsidiary of Ambuja Cement.

Its revenue from operations was also down 7.75% to ₹5,790 crore in the June quarter. It was at ₹6,277 crore in the corresponding period a year ago.

"During the quarter, profitability reflected the impact of planned maintenance of larger Integrated Units, higher Master Services Agreement (MSA) with parent Ambuja Cement, even as we continued to prioritise value-led growth and quality earnings," said its Whole-Time Director & CEO Vinod Bahety.

In its latest investor presentation, Mumbai-based Lodha Developers highlighted that the company has achieved its best-ever quarterly profit during the April-June period of the 2026-27 fiscal.

The company's profit doubled to ₹1,373.1 crore in April-June from ₹675 crore in the year-ago period.

On the profit after tax (PAT), Lodha Developers said the company has already achieved 33% of the total guidance of ₹4,100 crore for the entire 2026-27 fiscal.

The PAT margin improved to 26.9% in the June quarter of FY27 from 18.6% a year ago. Total income rose to ₹5,096.7 crore from ₹3,624.7 crore.

During the entire 2025-26 fiscal, Lodha Developers logged a net profit of ₹3,430.7 crore on a total income of ₹17,119.5 crore.

The public sector lender had earned a net profit of ₹16,904 crore in the previous financial year.

From the second quarter of last financial year, the bank has been maintaining a net profit of over ₹5,000 crore every quarter, Chandra told PTI in an interview.

"We have maintained the same trend in the first quarter (ongoing financial year). And I am hopeful and confident that with the profitable growth, which is happening in the system....we will be surpassing the ₹5,000 crore number and every quarter will be reaching a new height," Chandra said.

The company, which owns brands such as Officer's Choice and ICONiQ, is pursuing a three-year transformation strategy focused on premiumisation, strengthening margins and expanding its international footprint, he said.

The Chhabria family-promoted firm, which is expanding its international footprint, expects to increase its presence to 60-70 countries over the next three years, driven by a premium and mass-premium portfolio.

The demand for CNG vehicles is no longer restricted to small cars and vans, but it has also seen a rise even in the company's SUVs, Maruti Suzuki India Ltd (MSIL) Senior Executive Officer, Marketing & Sales, Partho Banerjee told PTI.

"In the first quarter of this fiscal, we have sold 2.2 lakh units of CNG vehicles across models, which is a growth of 58% over the same quarter last year," he said when asked about the traction of CNG vehicles currently in the market.

Banerjee said due to the fuel price hike after the West Asia war, demand for CNG vehicles has shot up.

NSE filing showed that Zen Technologies’ net profit (attributable to the owners) declined 28% year-on-year to ₹34.46 crore in the first quarter of the financial year 2026-27, in comparison to ₹47.75 crore in the same period a year earlier, according to the consolidated financial statements.

The lender, which is on its way to transition to a universal bank, had reported a net profit of ₹581 crore in the year-ago period and ₹832 crore in the quarter-ago period.

Its Executive Director Vivek Tripathi said this is one of the best first quarters in the last many years, and the lender has achieved over 20% of the budgeted business instead of the usual 15% in the first three months of the fiscal year, which are generally presumed to be seasonally soft for the banking system.

"There was robust demand despite the headwinds like geopolitics, and the same is seen through our business and also high frequency indicators like growth in GST, e-way bills, etc," he said.

Total customer business increased to ₹6,04,776 crore as of June 30, 2026 from ₹5,10,031 crore as of June 30, 2025, a growth of 18.6%, the bank said in a stock exchange filing.

The bank further said its loans and advances increased to ₹3,05,370 crore as of June 30, 2026, from ₹2,53,233 crore as of June 30, 2025, a growth of 20.6%.

Gross NPA of the bank improved to 1.51% as of June 30, 2026 from 1.97% as of June 30, 2025. Net NPA, too, improved to 0.44% from 0.55% as of June 30, 2025.

Birla Corporation had posted a net profit of ₹119.57 crore for the April-June period a year ago, the company said in a regulatory filing.

However, Birla Corporation's revenue from operations was up 7.8% to ₹2,646.45 crore in the June quarter of FY'27. It was at ₹2,454.22 crore in the corresponding period a year ago.

During the quarter, cement prices remained under pressure: price hikes introduced in April-May had to be rolled back in June amid intense competition for market share, Birla Corporation said in an earnings statement.

ONGC spudded exploratory well MN-DW18-1-H-D under the government's Samudra Manthan mission, the firm said in a statement.

The well is being drilled around 23 nautical miles from the Konark discovery off the Odisha coast, building on ONGC's recent Utkal and Konark discoveries that have strengthened the hydrocarbon prospectivity of the Mahanadi Offshore Basin.

The Board of Directors of the company, at its meeting held on Friday, July 24, 2026, approved the issue of non-convertible debentures up to ₹12,000 crore, in one or more tranches through private placement in the domestic market, the company said in a regulatory filing on Friday evening.

The company said the issuance period will commence from the date of passing of the special resolution until completion of one year thereof or the date of the next Annual General Meeting in the financial year 2027-28, whichever is earlier.

The size, tenor, listing details (BSE and/or NSE), coupon/interest rate, security, if applicable, and other applicable details will be decided at the time of issue of each tranche/series, the filing said.