Stocks To Watch Today: Airtel, Adani Ports, SBI, Marico, Nykaa, Paytm, Nalco, Fortis, Petronet LNG

India's stock markets will start a new week amid indications that the oil market will remain tight and the U.S. Federal Reserve will continue with sharp rate hikes.

U.S. stocks had ended with weekly gains as a surprisingly strong jobs report eased recession fears but increased chances of a large rate hikes by the Fed at its next meeting.

Shares were mixed in Japan but fell in Hong Kong and China, where fresh Covid lockdowns in the resort island of Hainan also dragged on sentiment.

The S&P 500 and the Nasdaq 100 rose for the third straight week, the longest rising streak since April. Treasuries sank, with the 10-year yield around 2.83% after climbing nearly 26 basis points since Monday.

For domestic equities, the return of foreign investors continues to be a sentiment boost. India's stock benchmarks also rose on Friday and for the third straight week, aided by overseas inflows. Foreign portfolio investors have have net invested Rs 14,000 crore in the first week of August, after having turned net buyers in July.

The NSE Nifty 50 closed at 17,397.5 and the S&P BSE Sensex at 58,387.9 on Friday.

On Monday, investors with react to first-quarter results of State Bank of India, Marico Ltd. and Nykaa (FSN E-Commerce Ventures Ltd.), among other companies, that reported earnings after Friday's market hours.

Adani Ports & Special Economic Zone Ltd., Bharti Airtel Ltd. and Power Grid Corp. are among the firms that report earnings on Monday.

Here are the stocks to watch today:

• SJVN: The company has bagged 200 MW Solar Project at Rs 2.90/unit on build, own and operate basis from Maharashtra State Electricity Distribution Company. The tentative cost of construction / development of this project is around Rs 1,200 crore and the PPA shall be signed for 25 years.

• Indian Bank: The bank revised Repo Benchmark Rate for all loans from 4.9% to 5.4% and Repo Benchmark Lending Rate from 7.7% to 8.2%. The revision in rates is effective from Aug. 6.

• NTPC: The company commissioned 250 MW Kolyat, Bikaner Solar PV Project at Bikaner, Rajasthan. With this, the company’s installed and commercial capacity will become 69,433 MW.

Earnings Post Market Hours

SBI Q1 FY23

• Net interest income up 13% at Rs 31,196 crore Vs 27,638 crore (YoY)

• Net Profit fell 7% at Rs 6,068 crore Vs Rs 6,504 crore (YoY)

• GNPA: 3.91% vs 3.97% (QoQ)

• NNPA: 1% vs 1.02% (QoQ)

One97 Communications Q1 FY23 (Consolidated, QoQ)

• Revenue up 9% at Rs 1,679.6 crore Vs Rs 1,540.9 crore (Bloomberg estimate: Rs 1,701.4 crore)

• EBITDA loss fell 13% at Rs 633.90 crore Vs Rs 729 crore (Bloomberg estimate: Rs 676.8 crore loss)

• EBITDA margin -38% Vs -47% (Bloomberg estimate: -40%)

• Net loss fell 15% at Rs 644.4 crore Vs Rs 761.4 crore (Bloomberg estimate: Rs 789.4 crore loss)

FSN E-Commerce Ventures Q1 FY23 (Consolidated, QoQ)

• Revenue up 18% at Rs 1,148.42 crore Vs Rs 973.32 crore (Bloomberg estimate: Rs 1,125.4 crore)

• EBITDA up 19% to Rs 45.98 crore Vs Rs 38.5 crore (Bloomberg estimate: Rs 66 crore)

• Margins at 4% flat (Bloomberg estimate: 5.9%)

• Net profit down 47% to Rs 4.55 crore Vs Rs 8.56 crore (Bloomberg estimate: Rs 20.2)

• To acquire lluminar Media known as Little Black Book for an undisclosed amount

HPCL Q1 FY23 (Consolidated, QoQ)

• Revenue up 15% at Rs 1,21,496 crore Vs Rs 1,05,350.5 crore (Bloomberg estimate: Rs 1,18,237.1 crore)

• EBITDA loss up 3.5x at Rs 19,490.2 crore Vs Rs 5,543 crore (Bloomberg estimate: Rs 7,520 crore)

• Net loss at Rs 8,557.12 crore Vs profit Rs 2,018.45 crore (Bloomberg estimate: Rs 7,860 crore)

Marico Q1 FY23 (Consolidated, QoQ)

• Revenue up 18% at Rs 2,558 crore Vs Rs 2,161 crore (Bloomberg estimate: Rs 2,602.18 crore)

• EBITDA rose 53% at Rs 528 crore Vs Rs 346 crore (Bloomberg estimate: Rs 505.4 crore)

• EBITDA margin 20.6% Vs 16% (Bloomberg estimate: 19.4%)

• Net profit up 48% at Rs 371 crore Vs Rs 251 crore (Bloomberg estimate: Rs 367.7 crore)

BPCL Q1 FY23 (Consolidated, QoQ)

• Revenue up 12% at Rs 1,38,424.5 crore Vs Rs 1,23,217.1 crore (Bloomberg estimate: Rs 1,40,952.1 crore)

• EBITDA loss up 76% at Rs Rs 23,166.8 crore Vs Rs 13,152.9 crore (Bloomberg estimate: Rs 2,674.2 crore)

• Net loss up at Rs 6,147.94 crore Vs profit Rs 2,560 crore (Bloomberg estimate: Rs 4,640.7 crore loss)

Fortis Healthcare Q1 FY23 (Consolidated, YoY)

• Revenue up 5% at Rs 1,487.85 crore Vs Rs 1,410.31 crore

• EBITDA fell 9% at Rs 251.10 crore Vs Rs 275.25 crore

• EBITDA margin 17% Vs 20%

• Net profit fell 54% at Rs 122.25 crore Vs Rs 263.55 crore

Petronet LNG Q1 FY23 (Consolidated, YoY)

• Revenue up 66% at Rs 14,263.82 crore Vs Rs 8,597.9 crore

• EBITDA up 1% at Rs 1,063.99 crore Vs Rs 1051.53 crore

• EBITDA margin 7% Vs 12%

• Net profit up 8% at Rs 724.84 crore Vs Rs 670.06 crore

NMDC Q1 FY23 (Consolidated, YoY)

• Revenue fell 27% at Rs 4,767.07 crore Vs Rs 6,512.21 crore

• EBITDA fell 55% at Rs 1,898.40 crore Vs Rs 4,176.24 crore

• EBITDA margin 40% Vs 64%

• Net profit fell 54% at Rs 1,467.65 crore Vs Rs 3,191.3 crore

Chemplast Sanmar Q1 FY23 (Consolidated, YoY)

• Revenue up 47% at Rs 1,411.3 crore Vs Rs 960.37 crore

• EBITDA up 28% at Rs 194.14 crore Vs Rs 151.19 crore

• EBITDA margin 14% Vs 16%

• Net profit up 41% at Rs 40.59 crore Vs Rs 28.82 crore

CCL Products Q1 FY23 (Consolidated, QoQ)

• Revenue up 35% at Rs 509.27 crore Vs Rs 376.22 crore

• EBITDA up 5% at 88.53 crore Vs Rs 84.27 crore

• EBITDA margin 17% Vs 22%

• Net profit up 0.1% at Rs 52.74 crore Vs Rs 52.69 crore

Zensar Technologies Q1 FY23 (Consolidated, QoQ)

• Revenue up 4% at Rs 1,203.4 crore Vs Rs 1,153.8 crore

• EBIT fell 25% at Rs 87.10 crore Vs Rs 116.2 crore

• EBIT margin 7% Vs 10%

• Net profit fell 42% at Rs 75.1 crore Vs Rs 129.9 crore

Raymond Q1 FY23 (Consolidated, QoQ)

• Revenue fell 16% at Rs 1,193.1 crore Vs Rs 1,426.15 crore

• EBITDA fell 31% at Rs 162.05 crore Vs Rs 234.4 crore

• EBITDA margin 14% Vs 16%

• Net profit of Rs 61.81 crore Vs net loss Rs 432.41 crore

Earnings Today

Adani Ports & SEZ, Bharti Airtel, Power Grid Corporation, Borosil, Vedant Fashions, Whirlpool of India, Torrent Power, Suven Pharmaceuticals, Astrazeneca Pharma India, Indian Hotels, Housing & Urban Development Corporation, Gujarat Narmada Valley Fertilizers & Chemicals, Delhivery, City Union Bank, KRBL, JK Tyres & Industries, IRCON International, Renaissance Global, Rainbow Children's Medicare, Narayana Hrudayalaya, NSECO, National Aluminum, Samvardhana Motherson International, Mirza International, Subex, Sun Pharma Advanced Research, Sequent Scientific

Pledge Share Details

• Max Financial Services: Promoter Max Ventures Investment Holdings revoked a pledge of 2.47 lakh shares between August 3 and August 4.

• Ajanta Pharma: Promoter Aayush M Agrawal, trustee Aayush Agrawal Trust revoked a pledge of 8.20 lakh shares on August 4.

Insider Trades

• Navin Fluorine International: Promoter & Director Vishad P. Mafatlal sold 1.5 lakh shares between August 2 and August 3.

• Godrej Agrovet: Promoter Godrej Industries bought 55,336 shares on August 2.

Bulk Deals

• Crompton Greaves Consumer Electricals: Copthall Mauritius Investment bought 50.68 lakh (0.79%) shares, Ghisallo Master Fund bought 32 lakh (0.50%) shares and Macritchie Investments PTE sold 2.02 crore (3.19%) shares at Rs 370 apiece.

• NMDC: Integrated Core Strategies (Asia) PTE bought 4.10 crore (1.4%) shares and Reliance Mutual Fund sold 7.46 crore (2.54%) shares at Rs 110 apiece.

Who’s Meeting Whom

• Shaily Engineering Plastics: To meet investors and analysts on August 5.

• Aarti Industries: To meet investors and analysts on August 11.

• IPCA Laboratories: To meet investors and analysts on August 11.

• Stylam Industries: To meet investors and analysts on August 10.

• Suprajit Engineering: To meet investors and analysts on August 12.

• Mayur Uniquoters: To meet investors and analysts on August 10.

• Gufic BioSciences: To meet investors and analysts on August 12.

• City Union Bank: To meet investors and analysts on August 8.

• Dollar Industries: To meet investors and analysts on August 10.

• Ramkrishna Forgings: To meet investors and analysts on August 5.

• ABB India: To meet investors and analysts on August 9.

• Zydus Lifesciences: To meet investors and analysts on August 10.

• Jindal Saw: To meet investors and analysts on August 8.

• Quess Corp: To meet investors and analysts on August 12.

• Orchid Pharma: To meet investors and analysts on August 10.

• Sandhar Technologies: To meet investors and analysts on August 8.

• Natco Pharma: To meet investors and analysts on August 10.

• Mahindra Lifespace Developers: To meet investors and analysts on August 10.

• V-Mart Retail: To meet investors and analysts on August 8.

• UltraTech Cement: To meet investors and analysts on August 8.

• Rolex Rings: To meet investors and analysts on August 8.

• Prince Pipes and Fittings: To meet investors and analysts on August 10.

• Automotive Axles: To meet investors and analysts on August 8.

• Hindustan Foods: To meet investors and analysts on August 10.

• Blue Star: To meet investors and analysts on August 11.

• Engineers India: To meet investors and analysts on August 8.

• Nuvoco Vistas: To meet investors and analysts on August 10.

• TCNS Clothing: To meet investors and analysts on August 12.

• Aptech: To meet investors and analysts on August 9.

• Indiabulls Housing Finance: To meet investors and analysts on August 9.

• Kirloskar Ferrous Industries: To meet investors and analysts on August 6.

• Automotive Axles: To meet investors and analysts on August 8.

AGMs today

• Torrent Power

• Hindustan Zinc

• Astrazeneca Pharma India

• Clean Science and Technology

Trading Tweaks

• Price Band Revised From 10% To 20%: Adani Transmission, Bajaj Hindusthan Sugar, India Power Corp, Easy Trip Planners, Ganesh Housing Corporation, Godawari Power and Ispat, Gravita India, Gufic BioSciences, Hikal, Himadri Speciality Chemical, Jaiprakash Power Ventures, Oil India, Reliance Power, Rupa & Company, Saregama India, Tata Teleservices (Maharashtra), Tejas Networks, Suzlon Energy, Spandana Sphoorty Financial

• Price Band Revised From 5% To 10%: Zen Technologies, Veranda Learning Solutions, PNC Financial Services, Prime Focus, Nelco, Hilton Hotels Corporation Common Stock, GTL Infrastructure,

• Price Band Revised From 5% To 20%: Trident, TD Power Systems, Nahar Spinning Mills, Mangalore Refinery & Petrochemicals, Gulshan Polyols, Everest Kanto Cylinder, DCW,

• Price Band Revised From 20% To 10%: Subex

• Price Band Revised From 2% To 5%: Sel Manufacturing Company

• Ex-Date Dividend: Cipla, Alkem Laboratories, Bharat Electronics, Chennai Petroleum Corporation, Honeywell Automation India, West Coast Paper Mills, ICICI Bank

• Ex-Date Annual General Meeting: Metropolis Healthcare, Rupa & Company, Bharat Electronics, West Coast Paper Mills

• Ex-Date Interim Dividend: Castrol India, Rupa & Company, D.B.Corp

• Record-Date Special Dividend: Sanofi India

• Move Into Short-Term ASM Framework: Dhani Services

• Move Out Of Short-Term ASM Framework: Tanla Platforms, Dhanvarsha Finvest, Navkar Corporation