Stocks to Watch Today are firmly centred on an earnings-heavy trading session as the share market today absorbs December-quarter results from large-cap manufacturers, public-sector utilities, private lenders, pharma majors, logistics firms, and digital-first businesses. Alongside earnings, regulatory approvals, order wins, energy discoveries, and bulk deal disclosures are shaping stock-specific attention on February 01.
Share Market News – Highlights
- Major earnings driving market focus
- Automobiles, energy and metals performance
- Banking, NBFCs and financial services
- Pharma and healthcare updates
- Technology, logistics and platforms
- Orders, discoveries and regulatory actions
- Bulk deal disclosures
- Earnings calendar and broader context
Top Market-Moving Earnings Developments
The most influential updates among stocks to watch today include strong profit growth reported by Bajaj Auto, improved profitability at Delhivery, stable earnings growth at NTPC and Bank of Baroda, and mixed performance across metals and oil & gas companies. Several companies also reported exceptional items and labour-code related impacts, which influenced quarterly profitability.
In addition, healthcare and pharmaceutical stocks drew attention following regulatory approvals and steady revenue growth, while select lenders reported improved asset quality metrics.
Automobiles, Energy and Metals: Mixed Q3 Trends
Bajaj Auto reported robust growth in standalone profit and revenue for the December quarter, supported by higher volumes and operating leverage. The quarter included a labour code-related impact, which was disclosed separately.
NTPC delivered steady earnings growth, with profit rising year-on-year and revenue remaining largely stable. Operating performance reflected consistent power generation and regulated returns.
GAIL (India) posted a sharp decline in profitability, driven by lower margins and reduced revenue during the quarter, reflecting challenging conditions in the gas transmission and trading segments.
Steel Authority of India reported a strong rebound in profit and revenue, supported by improved steel realizations and higher volumes, resulting in better operating margins compared with the year-ago period.
Jindal Steel recorded a significant decline in quarterly profit despite revenue growth, as higher costs and exceptional expenses weighed on margins.
Birla Corporation posted strong profit growth even as revenue declined modestly, supported by cost efficiencies and improved operational performance.
Banking, NBFCs and Financial Services
Bank of Baroda reported moderate profit growth for the quarter, with net interest income remaining stable. Asset quality indicators improved sequentially, as both gross and net non-performing assets showed favourable trends.
IDFC First Bank posted strong year-on-year growth in profit and net interest income. Asset quality remained largely stable, with a marginal increase in net NPAs on a sequential basis.
ESAF Small Finance Bank returned to profitability in the December quarter, supported by a sharp reduction in provisions. The bank also reported sequential improvement in asset quality metrics.
Cholamandalam Investment and Finance Company delivered strong earnings growth, driven by healthy expansion in net interest income and stable operating performance.
Central Depository Services reported modest profit growth, supported by higher revenue from transaction volumes, even as margins softened compared with the previous year.
Pharmaceuticals and Healthcare
Sun Pharmaceutical Industries reported strong growth in profit and revenue for the quarter, supported by steady domestic and international formulation sales. The results included an exceptional loss, which was disclosed separately.
Glenmark Pharmaceuticals delivered solid earnings growth, with revenue expansion across key markets and improved operating margins, despite reporting exceptional items during the quarter.
Aster DM Healthcare reported revenue growth, while profitability declined marginally year-on-year due to higher operating expenses.
MedPlus Health Services posted strong profit and revenue growth, supported by higher store productivity and improved operational efficiency.
AstraZeneca Pharma India received regulatory approval to import and market a cancer therapy used in combination treatment for gastric and gastroesophageal junction cancers, expanding its oncology portfolio in India.
Technology, Platforms and Logistics
Affle 3i reported healthy growth in both revenue and profit, supported by increased demand for mobile advertising and digital marketing solutions.
Delhivery reported a sharp rise in profitability, with revenue growth driven by higher volumes across logistics and supply-chain services. Operating margins improved meaningfully during the quarter.
Intellect Design Arena reported revenue growth, although profitability declined due to higher expenses and a labour code-related impact.
Blue Dart Express reported higher revenue but lower profitability, reflecting cost pressures and labour-related expenses.
Corporate Actions, Discoveries and Orders
Asian Energy Services announced the discovery of oil at an onshore field in Gujarat, following successful drilling and testing of a new well.
HBL Engineering secured an order from Integral Coach Factory for the supply and commissioning of onboard safety systems for railway rolling stock.
MOIL received approval for the formation of a joint venture with a state mining corporation to undertake manganese ore mining operations.
Central Bank of India entered into a distribution arrangement with an asset management company to offer mutual fund products to its customer base.
Hindustan Petroleum Corporation invested in a deep-tech startup focused on clean-energy aerospace solutions, as part of its technology and innovation initiatives.
Ola Electric Mobility announced workforce restructuring measures aimed at operational efficiency and automation.
Bulk Deal Activity
Bulk deal disclosures indicated continued institutional participation and portfolio rebalancing, without implying any directional market view.
| Company | Bulk Deal Summary |
|---|---|
| Indiabulls | Stake exchange between global institutional investors through market transactions |
| IIFL Finance | Partial stake acquisition by a foreign institutional investor |
| Raymond Group Entities | Inter-group stake acquisitions in lifestyle and real estate subsidiaries |
Results Calendar and Broader Market Context
Several companies are scheduled to announce their quarterly results over the coming sessions, keeping the share market today firmly earnings-driven. Stock-specific performance continues to be influenced by profitability trends, margin movement, balance-sheet strength, and corporate disclosures.
This article is prepared strictly for informational and educational purposes. It does not constitute investment advice, recommendations, or forward-looking statements and complies fully with SEBI communication standards. All information is based on publicly available disclosures as of February 01.
As the earnings season progresses, stocks to watch today will continue to evolve with new results, regulatory approvals, and corporate announcements.
Easy & quick
Leave A Comment?