Stocks to Watch, August 8: Bharti Airtel, AU Small Fin Bank, LIC, Titan, Kalyan Jewellers, SBI, Tata Motors, HPCL

Hindustan Petroleum Corporation (HPCL) reported an over six-fold jump in its consolidated net profit for the first quarter of the current fiscal year (Q1 FY26) to ₹4,110.93 crore from ₹633.94 crore posted in the year-ago period Stocks to Watch: The equity benchmark indices are expected to open with losses on Friday, August 8. The GIFT NIFTY futures suggest that the NIFTY50 index will open 52 points lower. Here is a list of stocks that may remain in focus today Earnings today: According to the BSE list, as many as 242 companies are slated to release their earnings for the June quarter of the fiscal year 2025-26 (Q1 FY26). State Bank of India, Afcons Infrastructure, Bombay Dyeing & Manufacturing Company, Cholamandalam Financial Holdings, Dhampur Sugar Mill, Equitas Small Finance Bank, Grasim Industries, JK Tyre & Industries, Info Edge (India), Ramco Systems, Shipping Corporation of India, Siemens, Tata Motors, TVS Supply Chain Solutions, Voltas and Wockhardt are some of the names on the list. AU Small Finance Bank: The Reserve Bank of India (RBI) has granted 'in-principle' approval to AU Small Finance Bank to transition into a universal bank from a small finance bank. The RBI's approval came after AU Small Finance Bank fulfilled the RBI's minimum paid-up capital/net worth requirement as applicable to become a universal bank. The bank showcased a satisfactory track record of performance as an SFB for a minimum period of five years and also fulfilled RBI’s due diligence exercise. Also read: RBI grants approval to AU Small Finance Bank to transition into a universal bank Bharti Airtel: The telecom major’s shares will be in focus amid reports of a Sunil Mittal-led promoter firm, Indian Continent Investment, offloading nearly 0.8% stake in Bharti Airtel for over ₹9,300 crore in a block deal on Friday. According to The Economic Times report, the company will sell 5 crore shares in Bharti Airtel. The deal may be executed at a floor price of ₹1,862 per share, a 3% discount to Thursday's closing price of ₹1,922.6. Swiggy, Vishal Mega Mart, Waaree Energies India and Hitachi Energy India: The four firms have been included in the MSCI India Index, which is part of the MSCI Global Standard Index, on Friday. Meanwhile, Sona BLW Precision Forgings and Thermax have been dropped from the MSCI India index. Life Insurance Corporation (LIC): The company on Thursday reported a consolidated net profit of ₹10,985 crore for the April-June quarter of the current fiscal year (Q1 FY26), up 4.11% from ₹10,551 crore posted in the year-ago period. On a standalone basis, LIC's net profit jumped 5% YoY to ₹10,986.51 crore in Q1 FY26 from ₹10,461.05 crore in Q1 FY25. The company's net premium income jumped 4.71% year-on-year (YoY) to ₹1.2 lakh crore during the reporting quarter, rising from ₹1.14 lakh crore in Q1 FY25. LIC's non-par APE (annualised premium equivalent) share within the individual business was at 30.34% during the reporting quarter against 23.94% in the year-ago quarter. Titan Company: The country's largest watch and jewellery retailer reported a net profit of ₹1,091 crore in the first quarter of the current financial year (Q1FY26), marking an upside of 53% from ₹715 crore in the same period last year. Titan's revenue from operations advanced 25% annually to ₹16,523 crore in the April-June period from ₹13,266 crore in the year-ago period. The company reported strong operational performance as its earnings before interest, taxes, depreciation, and amortisation (EBITDA) rose 47% annually to ₹1,830 crore and its operating profit margin expanded by 170 basis points to 11.08%. Hindustan Petroleum: Hindustan Petroleum Corporation Ltd (HPCL) reported an over six-fold jump in its consolidated net profit for the first quarter of the current fiscal year (Q1 FY26) to ₹4,110.93 crore from ₹633.94 crore posted in the year-ago period. The profit jumped as much as 548.4% year-on-year (YoY) on the back of inventory gains and a margin surge because of holding retail fuel prices despite a drop in input oil cost. The Q1 FY26 profit is more than half of the full FY25 earnings, which were at ₹6,735.70 crore. However, the company's turnover remained stable during Q1 FY26 at ₹1.20 lakh crore as against ₹1.21 lakh crore in the June quarter of FY25. Also read: Q1 results: SBI, Tata Motors, Siemens, Grasim, Info Edge, Voltas, others to post earnings on August 8; check list Godrej Consumer Products: Godrej Consumer Products Limited (GPCL) posted a marginal increase in its consolidated net profit for the first quarter of the current fiscal year (Q1 FY26) to ₹452.5 crore against ₹450.7 crore posted in the year-ago period. The company’s revenue from operations during the reporting quarter jumped 10% year-on-year (YoY) to ₹3,662 crore as compared to ₹3,331.6 crore in Q1 FY25. The FMCG major reported earnings before interest, taxes, depreciation, and amortisation (EBITDA) of ₹694.8 crore during the June quarter, down 4% from ₹724.4 crore in the same quarter of the previous fiscal year. Margin stood at 19% in Q1 FY26 against 21.7% in Q1 FY25. Kalpataru Projects: Kalpataru Projects International Ltd (KPIL) recorded more than a two-fold surge in its consolidated net profit to ₹213.62 crore in the June quarter of the 2025-26 financial year (Q1FY26), mainly driven by higher revenues. Its revenue from operations rose 35% year-on-year (YoY) to ₹6,171.17 crore in the quarter under review, compared to ₹4,586.60 crore in the first quarter of FY25. At an operational level, its EBITDA increased 39% YoY to ₹525 crore in Q1FY26, as against ₹379 crore in the June FY25 quarter. Its EBITDA margin expanded by 20 basis points (bps) to 8.5% during the reporting quarter, compared to 8.3% in Q1FY25. Kalyan Jewellers: The jewellery retailer posted a 48% year-on-year (YoY) increase in its consolidated net profit at ₹264 crore in the quarter ended June 2025 (Q1 FY26). In the corresponding period last year, the jewellery firm had clocked a profit of ₹178 crore. The company's revenue from operations stood at ₹7,268 crore, growing 31% YoY in Q1 FY25, compared to ₹5,528 crore in Q1 FY25. The robust revenue growth across markets and categories was aided by strong same-store-sales growth (SSSG). On the operational level, Kalyan Jewellers’ EBITDA came in at ₹508 crore in contrast to ₹368 crore in the same quarter of the previous fiscal year, marking a jump of 38%. The EBITDA margin was also flat at 7% in Q1 FY26 as against 6.6% YoY. BSE Limited: Leading stock exchange BSE reported a more than two-fold jump in net profit to ₹538 crore for Q1 FY26 compared to ₹264 crore in the corresponding period last year. The exchange posted record quarterly revenues of ₹1,044 crore in the April-June quarter of FY26, a sharp 56% increase from ₹668 crore in the first quarter ended June 30, 2024. During the quarter, BSE's equity derivatives segment recorded a total of 498 crore contracts traded, generating ₹598 crore in revenue. Also read: Which Indian exports are least impacted by Trump’s 50% tariff shock Crompton Greaves Consumer Electricals: The firm reported a 19% decline in consolidated profit after tax at ₹124 crore in Q1 FY26, with sales of cooling products being impacted by unusual weather. The company had posted a consolidated profit after tax (PAT) of ₹152 crore in the corresponding period last fiscal. Consolidated revenue in the first quarter stood at ₹1,998 crore as against ₹2,138 crore in the year-ago period, down 7%. Commenting on the performance, Crompton Greaves Consumer Electricals MD & CEO Promeet Ghosh said, "We navigated a challenging quarter due to unseasonal weather, impacting cooling products, offset by strong growth in solar pumps and small domestic appliances." Biocon: The pharma company reported a 95% decrease in its consolidated net profit at ₹31 crore in the June quarter. The Bengaluru-based firm posted a net profit of ₹660 crore in the April-June quarter of last fiscal year. Total revenue declined to ₹4,022 crore in the June quarter as against ₹4,567 crore in the year-ago period, Biocon Ltd said in a statement. "Biocon opened FY26 with a strong performance, driven by continued gains in biosimilars and CRDMO and a steady showing in generics," Kiran Mazumdar-Shaw, Chairperson, Biocon Group, stated.