Several companies across sectors have released their first-quarter updates. From profit swings and revenue shifts to management changes and expansion plans, these developments are likely to influence investor sentiment. Here’s a look at some of the key names to keep an eye on today.
Market recap
Indian equity benchmarks ended on a strong note on July 21, with the Nifty closing just shy of the 25,100 mark. The Sensex gained 442.61 points, or 0.54%, to end at 82,200.34, while the Nifty rose 122.30 points, or 0.49%, to settle at 25,090.70.
Stocks to watch on July 22, 2025
Eternal (Zomato)
Quick commerce platform Eternal (Zomato) posted a 70% year-on-year rise in revenue for the June quarter. However, the company’s profit after tax (PAT) dropped 90% compared to the same quarter last year.
PNB Housing Finance
PNB Housing Finance reported a net profit of Rs 533.5 crore, up 23.2% YoY, and revenue from operations rose 14% YoY to Rs 2,076 crore. Net Interest Income (NII) increased 24.2% to Rs 688 crore. The company reported a gross margin (net of acquisition cost) at 4.06%.
UltraTech Cement
UltraTech Cement announced its intent to invest Rs 2,000 crore every quarter towards capacity expansion. Executives stated that the company plans to add 10 million tonnes of new capacity by March 2026. These comments came during the company’s earnings call with analysts held on July 21.
Oberoi Realty
Real estate firm Oberoi Realty reported a 28% YoY drop in net profit at Rs 421.2 crore. Revenue also declined by nearly 30% to Rs 987.5 crore.
Bajaj Finance
Bajaj Finance said that Anup Kumar Saha has stepped down as MD and board director, citing personal reasons. The board has re-designated Rajeev Jain as Vice Chairman and Managing Director based on the recommendation of its nomination and remuneration committee.
Havells India
Havells India reported a 6.2% YoY fall in revenue to Rs 5,438 crore. The drop was mainly due to lower sales in its Electrical Consumer Durables and Lloyd Consumer segments. Revenue from the Lloyd division fell 35% YoY, while the Electrical Consumer segment declined to Rs 906 crore from Rs 1,055 crore.
DCM Shriram
DCM Shriram posted a 13% YoY increase in profit, reporting Rs 113 crore for the June quarter. Revenue grew 12.4% YoY to Rs 3,455 crore. Compared to the March 2025 quarter, profit was lower, but revenue showed sequential improvement.
Dhanlaxmi Bank
Dhanlaxmi Bank reported a net profit of Rs 12.18 crore for Q1FY26. In the same quarter last year, the bank had reported a loss of Rs 8 crore. Net Interest Income (NII) rose 39.3% YoY, reaching Rs 139 crore.