Stocks to Watch, November 10: ONGC, Nykaa, Reliance Power, Bajaj Finance, Bajaj Auto, Lenskart, Ola Electric, Coal India, HAL

The Pune-based firm reported a profit after tax (PAT) of ₹1,385 crore in the September quarter of the previous fiscal year.

Revenue from operations rose to ₹15,735 crore during the September quarter as compared with ₹13,247 crore in the year-ago period, Bajaj Auto said in a regulatory filing.

The company said its sales volume grew to 12,94,120 units in the September quarter, up 6% as compared with 12,21,504 units in the year-ago period.

Bajaj said its domestic sales volume declined 5% year-on-year to 7,40,793 units during the quarter.

Export volumes rose 24% to 7,40,793 units in the July-September period, it added.

Reports from South Korea alleged that an unnamed former LG Energy Solution executive attempted to pass on pouch cell technology IPs to Ola Electric. An LG Energy Solution official was also quoted as confirming that the company had identified the situation early and alerted the country's authorities immediately.

Terming the report as "misleading and completely baseless", Ola Electric said, "The old and dated pouch cell technology, which the report claims was leaked, is not even an area of research or commercial interest for Ola Electric. Our 4680 Bharat Cell is based on the most advanced dry electrode technology in a cylindrical form factor and surpasses the pouch cell touted in media leaks."

Murmu kicked off her four-day state visit to the nation with a delegation-level meeting with Angolan President João Manuel Gonçalves Lourenço at the Presidential Palace here.

She said Indian companies were also "interested" in opportunities related to the exploration of critical and rare earth minerals, fertiliser production, and diamond processing.

The statement comes at a time when Coal India has missed its production target in the past two months.

Speaking on the sidelines of the 59th Foundation Day of Hindustan Copper Ltd here, Jha said, "Today I can't say we will not meet (the production target). I can't say we will meet. But we will aspire that we will be able to be there or near there."

Jha, the Coal Additional Secretary, took charge as the Chairman-cum-Managing Director (CMD) of Coal India Ltd (CIL) on November 1.

Besides, the PSU on Friday said it has entered into a partnership with Damodar Valley Corporation (DVC) to expand a thermal power project in Jharkhand at an estimated cost of ₹21,000 crore.

Under the joint venture agreement, the two companies will also explore possibilities of jointly undertaking other thermal power and renewable energy projects.

In an interview with PTI, Godrej Properties Executive Chairperson Pirojsha Godrej exuded confidence that the company would achieve annual guidance across key metrics -- pre-sales or sales bookings, collections from customers, deliveries, new project launches, and land acquisitions.

On the company's second-quarter performance, he said, "I think the overall market is holding up well. The demand environment continues to be quite attractive."

The company, which made its debut at the global two-wheeler exhibition EICMA 2025, unveiling six new products across ICE and electric powertrains, feels that with an expanding portfolio, it is time for it to tap 'industrialised markets', Venu told PTI in an interview.

"I think it is the beginning of TVS' progress towards industrialised markets. Typically, we are focused on emerging markets," he said when asked about the company's focus on Europe.

This assumes significance in view of India's rising per capita demand, which is estimated to increase from around 1,500 kWh at present to 4,680 kWh by 2047, when the nation will be celebrating 100 years of Independence.

Addressing the golden jubilee celebration of NTPC on Saturday evening, its CMD, Gurdeep Singh, said, "In line with India's ambitious capacity expansion roadmap, we have raised our own targets from 130 GW to 149 GW by 2032 and 244 GW by 2037."

He further stated that NTPC's installed capacity now stands at 84,849 MW.

The company posted a profit after tax of ₹47.65 crore in the July-September quarter of the last fiscal year.

Revenue increased to ₹657 crore for the second quarter of this financial year, as against ₹524 crore in the year-ago period, Olectra Greentech said in a statement.

The company had posted a net loss of ₹52.52 crore in the year-ago period.

Total income of the company, however, rose to ₹366.59 crore in the July-September quarter of this fiscal year, from ₹264.01 crore logged in the corresponding period of the preceding year, according to a regulatory filing.

IndiQube Spaces Ltd takes office spaces on lease from property owners to establish its centres and then sub-leases workspaces mainly to domestic and overseas companies.

The company has a presence in 16 cities with a portfolio of over 9.14 million sq ft under management.

Its net profit stood at ₹105.65 crore in the year-ago period.

Total income rose to ₹640.89 crore during the July-September period of this fiscal year, from ₹523.75 crore in the corresponding period of the preceding year, according to a regulatory filing.

NBCC is into project management consultancy and real estate.

In a statement on Saturday, the company announced that it has signed a broad framework Memorandum of Understanding (MoU) with Pantheon Elysee Real Estate Development LLC, a prominent real estate player based in Dubai, UAE.

The company had incurred a loss of ₹75.82 crore in the July-September period a year ago, according to a regulatory filing from JSW Cement, part of the $23 billion JSW group, on Friday.

Revenue from operations was at ₹1,436.43 crore in the September quarter of FY26 as against ₹1,223.71 crore a year ago. Total expenses were at ₹1,348.72 crore in the quarter.

Total volume sales were at 3.11 million tonnes (MT) in Q2/FY26 as against 2.71 MT in the corresponding second quarter of FY25.

Total income, which includes other income of the company, was at ₹1,460.06 crore in the September quarter.

In the year-ago period, it clocked a net profit of ₹4.15 crore.

Total income fell to ₹372.51 crore in the second quarter of this fiscal year from ₹777.42 crore a year ago, according to a regulatory filing on Friday.

For the first six months of this fiscal year, the company posted a net loss of ₹12.42 crore as against a net profit of ₹10.94 crore in the year-ago period.

Total income rose to ₹1,270.86 crore in April-September 2025 from ₹1,205.40 crore in the corresponding period of the preceding year.

The firming up of the deal came notwithstanding a downturn in India-US relations after the Trump administration slapped a 50% tariff on Indian goods.

Under the deal, the delivery of the F404-GE-IN20 engines will begin in 2027, and the supplies will have to be completed by 2032, officials said.

The size of the deal is learnt to be close to $1 billion (approximately ₹8,870 crore). The HAL said it has entered into an agreement with General Electric Company to acquire the engines and support package for execution of the 97 Light Combat Aircraft Mk1A programme.

Its revenue from operations grew 13.7% year-on-year (YoY) to ₹1,261.79 crore in the reporting quarter, Skipper said in a regulatory filing.

Total income during July-September stood at ₹1,265.86 crore, as against ₹1,113.11 crore a year earlier.

The company had recorded a net profit of ₹36 crore in the same quarter a year ago.

Total income increased to ₹461 crore during the quarter under review from ₹343 crore in the same period last year, UGRO Capital said in a regulatory filing.

The firm earned interest income of ₹322 crore during the quarter compared to ₹208 crore in the same period a year ago.

The company had posted a consolidated net profit of ₹335.06 crore in the July-September quarter a year ago, according to a regulatory filing by Trent Ltd.

Trent operates retail stores under the brand names Westside, Zudio, and Star.

Its consolidated revenue from operations jumped 15.9% to ₹4,817.68 crore during the September quarter. It was ₹4,156.67 crore in the year-ago period, it added.

"We believe, given our approach with respect to merchandise sourcing, price architecture, distribution, and our disciplines around inventory provisioning, the full-year results are more representative of the health of the business," said Trent in its earnings statement.

The mortgage firm had recorded a net profit of ₹228 crore in the same quarter a year ago.

Total income increased to ₹899 crore during the quarter from ₹764 crore logged in the same period last year, Aadhar Housing Finance said in a regulatory filing.

The housing finance company earned interest income of ₹799 crore during the quarter compared to ₹663 crore in the same period a year ago.

In a separate announcement, the Competition Commission of India (CCI) on Friday approved investment firm Blackstone's arm's proposal to acquire up to an 80.15% stake in Aadhar Housing Finance Ltd.

US-based investment firm Blackstone, through its arm BCP Asia II Holdco VII Pte Ltd, is acquiring an 80.15% stake in Aadhar Housing Finance Ltd (AHFL).

"The proposed combination involves the acquisition of up to 80.15% shareholding in Aadhar Housing Finance Ltd (target/AHFL) by BCP Asia II Holdco VII Pte. Ltd (acquirer/BCP Asia) by way of a secondary acquisition and an open offer to the public shareholders of the target," the regulator said in a release.

It had posted a net loss of ₹25.19 crore in the July-September period a year ago, according to a regulatory filing from Birla Corporation.

Birla Corporation's revenue from operations increased 13% to ₹2,206.53 crore in the September quarter. It was ₹1,952.56 crore in the corresponding period a year ago.

Its total expenses rose 4.83% to ₹2,102.49 crore in the September quarter.

Its net profit stood at ₹130.32 crore in the year-ago period.

Total income grew to ₹7,907.44 crore during the July-September quarter of the current 2025-26 financial year from ₹6,091.47 crore in the corresponding period of the preceding year, according to a regulatory filing.

Kalyan Jewellers has 436 showrooms across India, the US, and the Middle East, with a retail area exceeding 10,67,000 sq ft.

The healthcare provider posted a profit after tax (PAT) of ₹131 crore in the July-September quarter of the last fiscal.

Revenue from operations rose to ₹1,099 crore for the second quarter as against ₹957 crore in the year-ago period, Global Health Ltd said in a statement.

Medanta Group CEO and Director Pankaj Sahni said growth momentum remained broad-based across its network during the September quarter.

The company had posted a net profit (attributable to equity shareholders of the parent company) of ₹10.04 crore in the year-ago period.

Nykaa's revenue from operations rose 25.13% to ₹2,345.98 crore during the quarter, as compared to ₹1,874.74 crore seen in the year-ago period, according to regulatory filings by the company.

Nykaa's consolidated GMV (gross merchandise value) grew 30% year-on-year to ₹4,744 crore.

Nykaa Founder and CEO Falguni Nayar said the quarter's performance reflects accelerated growth momentum across categories.

Its net profit stood at ₹136.3 crore in the year-ago period.

The total income fell to ₹1,567.2 crore during the July-September period from ₹1,761.3 crore seen in the corresponding period of the preceding year, according to a regulatory filing.

Its net profit of ₹805.75 crore in July-September – the second quarter of the 2025-26 fiscal year – compares with ₹847.62 crore in the same period a year back, according to the company's stock exchange filing.

Petronet's flagship Dahej LNG import terminal in Gujarat processed 211 trillion British thermal units (TBTU) of LNG against 225 TBTU during the corresponding quarter ended September 30, 2024.

The drug firm posted a profit after tax of ₹453 crore in the July-September period of the last fiscal.

Its revenue increased to ₹3,302 crore for the second quarter against ₹2,889 crore seen in the year-ago period, Torrent Pharma said in a regulatory filing.