Stocks to watch, May 15: OMCs, Adani Group stocks, JSW Steel, Tata Motors PV, Voltas, Dilip Buildcon, Global Health

On Friday, petrol and diesel prices were increased by ₹3 per litre after state-owned oil firms ended a four-year record hiatus in rate revision.

The petrol price has been hiked to ₹97.77 per litre from ₹94.77 in the national capital. Diesel now costs ₹90.67 per litre, up from ₹89.67 previously, according to a PTI report.

State-owned oil firms had kept fuel prices unchanged for 11 weeks despite a surge in input cost but passed on part of the increase once operations became financially unsustainable, the PTI report said, quoting sources.

The company had posted a net profit of ₹1,503 crore in the year-ago period, according to a regulatory filing.

“The profit after tax for the quarter was ₹19,243 crores after considering an exceptional gain of ₹17,888 crores, which includes a ₹18,051 crore gain on the slump sale of the BPSL steel undertaking and a ₹163 crore exceptional charge on employee obligations arising from the implementation of the New Labour Code in Q4, in addition to the charge taken in Q3. The Normalised Profit After Tax (excluding Exceptionals) for the quarter was 3,475 crores and 8,698 crores for FY26,” JSW Steel stated.

Besides, the company said its board has approved raising up to ₹14,000 crore through the issuance of non-convertible debentures (NCDs) and equity shares.

In the same period last year, it logged a profit of ₹241.02 crore, according to a regulatory filing.

Global uncertainty, supply chain disruptions, and currency volatility impacted its bottom-line growth.

However, it “retained No. 1 position in the Room Air Conditioner segment through a refreshed product portfolio, structured channel expansion and a contemporary marketing campaign. Electro-mechanical projects and services and engineering products also delivered steady performance,” Voltas said.

The company had clocked a profit of ₹276.62 crore in the year-ago period, it said in a BSE filing.

Its total income during the quarter under review stood at ₹2,360.72 crore compared to ₹3,145.75 crore a year ago.

The company's total expenses declined to ₹2,211.26 crore from ₹2,831.51 crore a year earlier.

For the entire 2025–26 period, it logged a consolidated net profit of ₹1,398.37 crore, compared to ₹839.92 crore in FY25.

The company had a consolidated profit after tax (PAT) of ₹1,444 crore in the fourth quarter of FY25.

Total income rose to ₹9,291 crore in January-March 2025–26 from ₹5,627 crore in the year-ago period, Muthoot Finance said in a regulatory filing.

During the period under review, its interest income also increased to ₹9,008 crore as against ₹5,465 crore a year ago.

Total expenses also rose to ₹4,707 crore, compared to ₹3,695 crore in the corresponding quarter a year ago.

The company had posted a profit after tax (PAT) of ₹101.4 crore in the corresponding period of the previous fiscal, Global Health Ltd said in a regulatory filing.

Revenue from operations in the fourth quarter stood at ₹1,159 crore as against ₹931.3 crore in the year-ago period, it added.

The board of directors has recommended a final dividend of 25% on the face value of ₹2 per share, that is, 50 paise per share, the company said.

The National Pharmaceutical Pricing Authority (NPPA) has issued a demand notice "under para 15 of Drugs Price Control Order, 2013, directing the company to deposit an amount of ₹4,92,25,923, including overcharge amount, penalty and interest," Natco Pharma said in a regulatory filing.

The demand notice alleges overcharging for two drugs covering the period between April 2023 and November 2023, it added.

It added that there is no material impact on the financial, operational, or other activities of the company.

The NBFC-IFC (Infrastructure Financing Company) had earned a net profit of ₹728 crore in the year-ago period.

Its total income rose to ₹3,625 crore in January-March 2025-26 from ₹2,855 crore in the year-ago period, HUDCO said in a regulatory filing.

During the period under review, its interest income increased to ₹3,555 crore against ₹2,821 crore logged a year ago.

Its total expenses also rose to ₹3,004 crore compared to ₹1,835 crore in the corresponding quarter a year ago.

The company had clocked a profit of ₹90.08 crore in the year-ago period, it said in a BSE filing.

Its total income during the quarter under review stood at ₹1,017.51 crore compared to ₹1,392.20 crore a year ago.

The company's total expenses declined to ₹931.28 crore from ₹1,077.91 crore a year earlier.

For the entire 2025-26 period, it logged a consolidated net profit of ₹165.52 crore against ₹112.63 crore in FY25.

The HCC order book stood at ₹12,971 crore as of March 31, 2026.

The company had posted a net profit of ₹421 crore in the January-March quarter a year ago, United Spirits Ltd (USL) said in a regulatory filing.

Revenue from operations was up 4.67% to ₹6,855 crore in the quarter under review. It was ₹6,549 crore in the corresponding period of the preceding fiscal.

USL's total expenses increased 6.36% to ₹6,407 crore.

Net sales value (NSV) of USL stood at ₹3,054 crore in the reporting quarter, up 3.7% year-on-year.

The jewellery retailer had posted a net profit of ₹61.99 crore a year ago.

Revenue from operations more than doubled to ₹3,544.30 crore from ₹1,588.22 crore logged in the March quarter FY25, a statement said.

"FY26 was a defining year for the company with a revenue milestone of ₹10,000 crore for the first time, delivering consolidated revenue of ₹10,739 crore, reflecting a strong growth of 39.6% year-on-year.

"The year witnessed healthy momentum across markets despite elevated gold prices, supported by strong wedding and festive demand, new collections, and increasing consumer preference for lightweight and studded jewellery," Chairman and Managing Director Saurabh Gadgil said.

It had reported a net profit of ₹246 crore in the same quarter a year ago, the company said in a statement.

Revenue from operations rose 27.4% to ₹2,394 crore from ₹1,880 crore seen in the year-ago period.

Siemens Energy India follows October to September as its financial year.

"We delivered another strong quarter with a focus on profitable growth and value creation. Despite the current global scenario, the company kept its high performance through disciplined execution of its healthy backlog," Managing Director and Chief Executive Officer Guilherme Mendonca said.

Rajiv Jain-backed GQG Partners, through its affiliate GQG Partners Emerging Markets Equity Fund, offloaded a total of 58,92,423 shares, representing a 0.45% stake in Adani's flagship firm Adani Enterprises, as per the block deal data available on the NSE.

Shares were disposed of at an average price of ₹2,435.60 apiece, taking the transaction value to ₹1,435.16 crore.

Following the latest transaction, GQG Partners' affiliate's holding in Adani Enterprises declined to 1.14% from 1.59%.

The company had posted a net loss of ₹10 crore in the quarter ended March 31, 2025.

Revenue for the quarter under review grew nearly 73.73% year-on-year (YoY) to ₹1,237 crore from ₹712 crore a year ago, Shadowfax said in a regulatory filing.

For FY26, the company reported a net profit of ₹112 crore, a multifold jump from ₹6 crore in FY25.

The company said it delivered 22.6 crore orders, comprising both express parcel and hyperlocal segments, with a shipment growth of 100.8% year-on-year.

Shadowfax also said it invested ₹185 crore during FY26 in network expansion, sort centres, capacity enhancement, and automation.

It had reported a profit of ₹13.13 crore in the year-ago period, according to a regulatory filing.

Revenue from operations increased 15.6% to ₹99.74 crore in Q4 FY26 from ₹86.28 crore in Q4 FY25.

Net profit in the year-ago period stood at ₹218.17 crore, a regulatory filing stated.

Revenue grew about 10% to ₹7,778 crore in the quarter from ₹7,067 crore seen a year ago. Net debt as of March 31, 2026, was down 53% YoY to ₹915 crore.

In fiscal year 2025-26, profit increased to ₹1,030.63 crore from ₹567.27 crore a year ago. Revenue was higher at ₹27,143.06 crore as against ₹22,315.78 crore a year ago.

In a webcast with market analysts, Tyagi highlighted that the company's housing as well as commercial businesses are performing strongly and will continue to do so going forward.

The company had posted a consolidated net profit of ₹184.62 crore in the corresponding quarter of the preceding fiscal, Apollo Tyres said in a regulatory filing.

Consolidated revenue from operations in the fourth quarter of FY26 stood at ₹7,335.67 crore, compared to ₹6,423.59 crore in the year-ago period.