Stocks To Watch Today: Kotak Mahindra Bank, Aadhar Housing, Petronet LNG, Adani Green, Bank Of Baroda

Aadhar Housing Finance Ltd., Petronet LNG Ltd., Adani Green Energy Ltd., Kotak Mahindra Bank Ltd. and Bank of Baroda are some of the stocks that are going to be in the limelight on Monday.

Here are the notable corporate announcements released after Friday's market hours:

• Shriram Finance: To consider raising funds via private placement of non-convertible debt.

• Aadhar Housing: Blackstone units launched Rs 5,335 crore open offer for 25.82% stake.

• Reliance Power, Reliance Infra: Reliance Group has outlined a Rs 18,000 crore growth plan in defence, aerospace, and renewable energy through equity and debt.

• Petronet LNG: Approved Rs 4,049 crore investment for Odisha LNG terminal (5 MMTPA).

• Jio Financial Services: Board to meet on 30 July to consider raising funds via equity instruments.

• NIBE: Signed MoU with Elbit Systems for rocket launch system.

• Poonawalla Fincorp: Approved fund-raising of Rs 1,500 crore via preferential allotment at Rs 452.51 per share.

• GAIL (India): Filed arbitration claim for Rs 639.18 crore over gas supply dispute.

• Motilal Oswal Financial Services: To consider fund-raising via issuance of non-convertible debentures.

• Wipro: Arm Wipro Holdings Hungary voluntarily liquidated with effect from 23 July 2025.

• Swiggy: Nominee directors Sumer Juneja and Anand Daniel have resigned

J&K Bank Result Highlights (Standalone, YoY)

• Total income up 10.4% to Rs 3,518.57 crore versus Rs 3,188.48 crore.

• Net Profit up 16.7% to Rs 484.84 crore versus Rs 415.49 crore.

• Net interest income rises 7% to Rs 1,465.83 crore versus Rs 1,369.22 crore.

• Gross NPA ratio at 3.50% versus 3.37%, (QoQ)

• Net NPA ratio at 0.82% versus 0.79%, (QoQ)

SAIL Result Highlights (Consolidated, QoQ)

• Revenue down 11.6% to Rs 25,921.76 crore versus Rs 29,316.14 crore.

• Ebitda down 21% to Rs 2,768.66 crore versus Rs 3,483.87 crore.

• Margin at 10.7% versus 11.9%.

• Net Profit  down 40% to Rs 744.58 crore versus Rs 1,251.00 crore.

Petronet LNG Result Highlights (QoQ)

• Revenue down 3.5% to Rs 11,879.86 crore versus Rs 12,315.75 crore.

• Ebitda down 23% to Rs 1,159.72 crore versus Rs 1,512.92 crore.

• Margin at 9.8% versus 12.3%.

• Net Profit down 21% to Rs 850.58 crore versus Rs 1,070.18 crore. 

Tamilnad Mercantile Bank Result Highlights (Standalone, YoY)

• Total income up 6.8% to Rs 1,617.47 crore versus Rs 1,514.87 crore.

• Net Profit up 6.1% to Rs 304.89 crore versus Rs 287.29 crore.

• Net interest income rises 2% to Rs 579.55 crore versus Rs 566.56 crore.

• Gross NPA ratio at 1.22% versus 1.25% (QoQ)

• Net NPA ratio at 0.33% versus 0.36% (QoQ)

Sobha Result Highlights (Consolidated, YoY)

• Revenue up  33.0% to Rs 851.93 crore versus Rs 640.40 crore.

• Ebitda down 57% to Rs 23.81 crore versus Rs 55.92 crore.

• Margin at 2.8% versus 8.7%.

• Net Profit up 125% to Rs 13.62 crore versus Rs 6.06 crore.

 Tata Chemicals Result Highlights (Consolidated, YoY)

• Revenue down 1.8% to Rs 3,719 crore versus Rs 3,789 crore.

• Ebitda up 13% to Rs 649 crore versus Rs 574 crore.

• Margin at 17.5% versus 15.1%

• Net Profit up 68% to Rs 252 crore versus Rs 150 crore. 

SBI Cards Result Highlights (YoY)

• Net Interest Income rises 14% to Rs 1,680 crore versus Rs 1,476 crore.

• Net Profit falls 6.5% to Rs 556 crore versus Rs 594 crore.

 Poonawalla Fincorp Result Highlights (Standalone, YoY)

• Net Interest Income rises 11% to Rs 639 crore versus Rs 576 crore.

• Net Profit falls 78.5% to Rs 62.6 crore versus Rs 292 crore.

• Increases borrowing limit to Rs 75,000 crore from Rs 50,000 crore.

• Approves raising funds worth Rs 1,500 crore via equity.

 Aadhar Housing Result Highlights (YoY)

• Net Interest Income rises 21.6% to Rs 428 crore versus Rs 352 crore.

• Net Profit up 18.6% to Rs 237 crore versus Rs 200 crore.

 Bank Of Baroda Result Highlights (Standalone, YoY)

• Net Profit up 1.9% to Rs 4,541 crore versus Rs 4,458 crore.

• Net interest income falls 1% to Rs 11,434.78 crore versus Rs 11,600.1 crore.

• Gross NPA ratio at 2.28% versus 2.26%.

• Net NPA ratio at 0.60% versus 0.58%.

Home First Finance Earnings Highlight (YoY)

• NII up 33% at Rs 194 crore versus Rs 146 crore.

• Net Profit up 35.5% at Rs 119 crore versus Rs 87.8 crore.

Lodha Developers Earnings Highlight (Consolidated, YoY)

• Revenue up 22.7% at Rs 3,492 crore versus Rs 2,847 crore.

• Ebitda up 30.1% at Rs 984 crore versus Rs 757 crore.

• Margin at 28.2% versus 26.6%.

• Net profit up 42% at Rs 675 crore versus Rs 475 crore.

Kotak Mahindra Bank Earnings Highlight (QoQ)

• Fresh slippages at Rs 1,812 crore versus Rs 1,488 crore.

• Deposits up 13% YoY to Rs 4.91 lakh crore.

• Gross NPA at 1.48% versus 1.42%.

• Net NPA at 0.34% versus 0.31%.

• Provisions up 33% at Rs 1,208 crore versus Rs 909 crore.

• Net profit down 7.6% at Rs 3,282 crore versus Rs 3,552 crore.

• NIM at 4.65% versus 4.97%.

IDFC First Bank Earnings Highlight (YoY)

• Net profit down 32% at Rs 463 crore.

• NII up 5.1% to Rs 4,933 crore.

• Provisions up 67% at Rs 1,659 crore.

• NIM at 5.71%, down 24 bps QoQ.

• Gross NPA at 1.97% versus 1.87%.

• Net NPA at 0.55% versus 0.53%.

CDSL Earnings Highlight (Consolidated, YoY)

• 56+ lakh new demat accounts opened in first quarter.

• Total demat accounts crossed 15.86 crore as of June 30.

• Revenue up 0.6% at Rs 258.8 crore versus Rs 257.4 crore.

• Ebitda down 15.5% at Rs 130.4 crore versus Rs 154.4 crore.

• Margin at 50.4% versus 60%.

• Net profit down 23.7% at Rs 102.4 crore versus Rs 134.2 crore.

Adani Green Energy, Apollo Micro Systems, Adani Total Gas, Gail (India), Indusind Bank, Mazagon Dock Shipbuilders, JK Paper, KEC International, Laxmi Organic Industries, Mold-Tek Packaging, Motherson Sumi Wiring India, Nippon Life India AMC, NTPC Green Energy, Paradeep Phosphates, Piramal Pharma, Quess Corp, RailTel Corporation of India, Sanghi Industries, Transport Corporation of India, Thangamayil Jewellery, Torrent Pharmaceuticals, TTK Prestige, UPL, Vijaya Diagnostic Centre, Waaree Energies, Archean Chemical Industries, Ajanta Pharma, Arvind Fashions, Arvind SmartSpaces, Astec Lifesciences, Bharat Electronics, CarTrade Tech, Chemplast Sanmar, Fedbank Financial Services, Five-Star Business Finance, Go Digit General Insurance, Gravita India, IIFL Capital Services.