
Stocks to Watch: HDFC Bank, Granules, J Kumar Infra, GR Infra, Adani Power, JK Lakshmi Cement, Vikram Engineering, Prestige Estates, Bajaj Auto to be in Focus
Stock Market Update: Key Highlights from Q4 Earnings
The stock market is in focus today, with several key companies releasing their quarterly earnings. Here are the key highlights from the latest earnings reports:
HDFC Bank Q4 (YoY)
- Average advances under management grew 10% to Rs 29.64 lakh crore, up from Rs 26.95 lakh crore.
- Gross advances increased 12% to Rs 29.60 lakh crore, up from Rs 26.43 lakh crore.
- Period-end deposits surged 14.4% to Rs 31.05 lakh crore, up from Rs 27.14 lakh crore.
- Average deposits soared 12.8% to Rs 28.5 lakh crore, up from Rs 25.28 lakh crore.
Read also: Treasury Yields Experience Largest Increase in Two Weeks Following Release of Labor Market Data
Bajaj Finance Q4 (YoY)
| Metric | Q4 FY26 | Q4 FY25 |
|---|---|---|
| Customer Franchise | 119.33 million | 101.82 million |
| New Loans Booked | 12.89 million | 10.70 million |
| AUM | Rs 5.1 lakh crore | Rs 4.16 lakh crore |
- Customer franchise stood at 119.33 million as of March 2026, up from 101.82 million in March 2025.
- Customer franchise increased by 3.93 million in Q4.
- New loans booked grew 20.5% to 12.89 million, up from 10.70 million.
- AUM grew 22% to Rs 5.1 lakh crore, up from Rs 4.16 lakh crore.
Axis Bank Q4 (YoY)
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- Gross advances grew 18.4% to Rs 12.44 lakh crore, up from Rs 10.51 lakh crore.
- Total deposits increased 13.9% to Rs 13.35 lakh crore, up from Rs 11.73 lakh crore.
- CASA deposits rose 10.6% to Rs 5.28 lakh crore, up from Rs 4.78 lakh crore.
- Term deposits soared 16.1% to Rs 8.07 lakh crore, up from Rs 6.9 lakh crore.
Other Key Results
| Bank | Metric | Q4 FY26 | Q4 FY25 |
|---|---|---|---|
| L&T Finance | Retail Disbursements | Rs 24,080 crore | Rs 14,899 crore |
| ESAF Small Finance Bank | Gross Advances | Rs 22,426 crore | Rs 18,779 crore |
| Yes Bank | Loans & Advances | Rs 2.72 lakh crore | Rs 2.46 lakh crore |
| Ujjivan Small Finance Bank | Disbursements | Rs 9,763 crore | Rs 7,428 crore |
| IndusInd Bank | Net Advances | Rs 3.15 lakh crore | Rs 3.45 lakh crore |
| Kotak Mahindra Bank | Net Advances | Rs 4.95 lakh crore | Rs 4.26 lakh crore |
| Senco Gold | Revenue Growth | 46% | - |
| Dabur | Consolidated Revenues | - | Mid-single digit growth |
| Vedanta | Aluminium Production | 613 kt | 604 kt |
| Sobha | Total Sales Value | Rs 2,039.3 crore | Rs 1,835.7 crore |
| IDFC First Bank | Customer Deposits | Rs 2.84 lakh crore | Rs 2.42 lakh crore |
| Avenue Supermarts | Standalone Revenue | Rs 17,204.5 crore | Rs 14,462.4 crore |
| Metropolis Healthcare | Revenue Growth | 23% | - |
| Union Bank of India | Total Global Business | Rs 23.85 lakh crore | Rs 22.55 lakh crore |
| Bank of Baroda | Total Global Business | Rs 30.78 lakh crore | Rs 27.02 lakh crore |
| Punjab National Bank | Total Global Business | Rs 29.72 lakh crore | Rs 26.83 lakh crore |
| Punjab & Sind Bank | Total Business | Rs 2.63 lakh crore | Rs 2.29 lakh crore |
| Tata Motors JLR | Wholesales | 95,300 units | 111,400 units |
| Capital Small Finance Bank | Gross Advances | Rs 8,687 crore | Rs 7,184 crore |
| Bank of India | Global Deposits | Rs 9.27 lakh crore | Rs 8.16 lakh crore |
| Hindustan Zinc | Mined Metal Production | 315 kt | 310 kt |
| Central Bank of India | Deposits | Rs 4.67 lakh crore | Rs 4.12 lakh crore |
| RBL Bank | Deposits | Rs 1.39 lakh crore | Rs 1.1 lakh crore |
| Jammu & Kashmir Bank | Deposits | Rs 1.65 lakh crore | Rs 1.48 lakh crore |
| Hindustan Copper | Total MIC Production | 27,421 tonne | 25,011 tonne |
| Bajaj Auto | Total Sales | 4.45 lakh units | 3.69 lakh units |
| MOIL | Sales | 2.02 lakh tonnes | 1.56 lakh tonnes |
Stocks to Watch
- Emami: Acquired a 73.5% stake in Axiom Ayurveda for up to Rs 200 crore.
- LG Electronics India: Sold over 1 million air conditioners in the first quarter of 2026.
- Premier Energies: Acquired a 51% stake in Transcon Ind for Rs 250 crore.
- Granules India: Completed a routine cGMP audit by the US FDA.
- J Kumar Infraprojects: Received a contract worth Rs 1,184 crore for an international exhibition-cum-convention centre.
- Rail Vikas Nigam: Received a Letter of Award worth Rs 242.5 crore for OHE upgradation.
- GR Infraprojects: Executed an EPC agreement worth Rs 1,897.51 crore with West Central Railway.
- Adani Power: Received a Letter of Award from MSEDCL for RE RTC power supply.
- Sanofi India: Appointed Deepak Arora as Managing Director.
- Godawari Power & Ispat: Received consent to operate from the Chhattisgarh Environment Conservation Board.
- Marico: Acquired a 75% stake in Skinetiq Joint Stock Company.
- Lemon Tree Hotels: Signed a license agreement for a 98-room hotel property in Simara, Nepal.
- JK Lakshmi Cement: Declared the preferred bidder in an e-auction for the Chhipta limestone block.
- Vikran Engineering: Received two Letters of Award worth Rs 530.80 crore from MSEDCL.
- Oil and Natural Gas Corporation: Reported a fire incident at ONGC's SHP Platform.
- Zaggle Prepaid Ocean Services: Appointed Rajesh Tummalaganti as Interim CFO.
- Deepak Nitrite: Reappointed Maulik Mehta as Deputy Managing Director and appointed Meghav Mehta as Deputy Managing Director.
- Prestige Estates Projects: Launched a 5,120-unit township project—Prestige Golden Grove—in Hyderabad.
- Senores Pharmaceuticals: Entered into a strategic partnership with Amerisyn, LLC.
- Shree Cement: Approved the setting up of an integrated cement plant with a clinker capacity of 0.95 MTPA.
- Bharat Coking Coal: Coal mining and dispatch work at the ABOCP Mine was halted by unorganised individuals.
- Tata Steel: Received a demand notice amounting to Rs 1,755.1 crore from the District Mining Office.
- MOIL: Increased prices of manganese ore and other products by up to 17.50 percent.
- NMDC: Fixed the price of Baila lump and Baila fines at Rs 5,300 per tonne and Rs 4,500 per tonne, respectively.
Investor Takeaway
Investors should focus on these stocks for potential gains in today's trade.
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