Stocks to watch on May 15: OMCs, Siemens Energy, United Spirits, Voltas, GMDC and more
Sarthak Kumar
Indian markets are expected to track stock-specific action on the back of earnings, operational updates, regulatory developments and macro triggers. Oil marketing companies, auto names, infrastructure players and select industrial stocks are likely to remain in focus during Friday’s session.
Top Stocks For Trade Today
Positive Impact Likely
Indian Oil Corporation / Bharat Petroleum / Hindustan Petroleum Corporation / CGDs: Petrol & diesel prices hiked by ₹3/litre, while CNG prices in Delhi increased by ₹3/kg.
Tata Motors: India PV business reported better-than-estimated performance, while JLR delivered a mixed operational set.
JSW Steel: Reported good operational performance in Q4, largely in line with Street estimates.
United Spirits: Delivered a strong operational beat with gross margin expanding 290 bps YoY.
Muthoot Finance: Loan AUM rose 50% YoY, while PPoP increased 19% QoQ.
Apollo Tyres: Q4 performance largely in line with estimates; India and Europe businesses posted 15% growth.
Endurance Technologies: Revenue jumped 37% YoY in Q4.
Adani Enterprises / Adani Group: US SEC, Gautam Adani and Sagar Adani filed request for entry of final judgment before US court.
Siemens Energy: Strong growth led by power transmission and generation businesses.
Allied Blenders and Distillers: Reported strong revenue and margin growth, with volume growth at 8.7% YoY.
Chambal Fertilisers and Chemicals: EBITDA rose 55.6%, margin improved to 9.2% from 6.7% YoY.
SEPC: JV received ₹521.5 crore LoA from Shalimar Corp for EPC work.
Kalpataru Projects International: Margin improved to 8.2% from 7.6%; net debt reduced.
Kirloskar Oil Engines: EBITDA up 19.8%, revenue rose 21% YoY.
Restaurant Brands Asia: EBITDA rose 29.8%, margin expanded to 13.4% from 11.6% YoY.
Great Eastern Shipping Company: EBITDA surged 87.7%, margin expanded to 62.3%.
Welspun Enterprises: EBITDA rose 29.2%, margin improved to 20%.
Sheela Foam: Revenue increased 23.6%, margin improved sharply to 11.1%.
PN Gadgil Jewellers: EBITDA rose 44%, profit up 45.7% YoY.
Chalet Hotels: EBITDA rose 10.1%, margin improved to 47.6%.
Global Health: EBITDA up 8.5%, revenue rose 24.5% YoY.
Data Patterns: EBITDA rose 30%, margin expanded to 56%.
EPL: EBITDA rose 12.5%, margin at 19.72%.
Pearl Global Industries: EBITDA rose 14.8%, margin improved to 10.24%.
Pricol: EBITDA jumped 63%, revenue rose 43.3% YoY.
TD Power Systems: EBITDA up 50%, revenue surged 69% YoY.
Caplin Point Laboratories: Received US FDA approval for AIDS treatment drug.
Shadowfax Technologies: EBITDA rose to ₹81 crore from ₹11.6 crore YoY; margin improved to 6.5%.
Deep Industries: EBITDA rose 45.6%, margin stood at 33%.
Negative Impact Likely
Voltas: Margin and profit came below Street estimates; margin declined 250 bps YoY.
LT Foods: Reported muted quarterly and annual performance.
Dilip Buildcon: EBITDA declined 40.7%, margin fell to 17.06%.
Dwarikesh Sugar Industries: EBITDA fell 19.1%, margin declined to 20.4%.
Hindustan Construction Company: EBITDA down 60.2%, margin slipped to 17.2%.
KRBL: Margin softened to 15% from 16%.
Carborundum Universal: EBITDA declined 1.4%, margin weakened to 10.3%.
CMS Info Systems: EBITDA down 1%, margin slipped to 25.47%.
Gujarat Mineral Development Corporation: EBITDA dropped 46.2%, margin declined sharply to 12.8%.
Disclaimer: This article is for informational purposes only and should not be construed as investment advice.
