Stocks to Watch for August 3: Auto stocks, ITC, Maruti Suzuki, Indian Oil and more

Aarti Drugs Ltd | The firm reported a net profit of ₹50.17 crore for the first quarter, down 6.9% year-on-year from ₹53.91 crore in the corresponding quarter last year. The company's revenue increased 19% year-on-year to ₹702.78 crore, compared with ₹590.51 crore in the same period last year.

ITC Ltd | Diversified conglomerate reported a standalone net profit of ₹3,578.8 crore for the first quarter, down 27.1% year-on-year from ₹4,912 crore in the corresponding quarter last year. The company's revenue declined 14.4% to ₹16,908 crore from ₹19,761 crore a year ago.

Maruti Suzuki India | reported a mixed set of standalone earnings for the June quarter, with better-than-expected profit offset by a sharp miss on operating performance as margins came under pressure despite robust revenue growth. For the quarter ended June 30, 2026, India's largest carmaker reported a standalone net profit of ₹3,352 crore, down 10.8% from ₹3,758 crore a year earlier. Even so, the figure comfortably exceeded the CNBC-TV18 poll estimate of ₹3,264 crore.

Indian Oil Corporation | IOC reported a standalone net loss of ₹2,661.3 crore for the quarter ended June, significantly worse than the CNBC-TV18 poll estimate of a ₹1,824-crore loss.

July Auto Sales | Hero MotoCorp reported total sales of 5.33 lakh units, ahead of the CNBC-TV18 poll estimate of 5.30 lakh units, with sales rising 19% YoY. Maruti Suzuki India posted total sales of 2.41 lakh units, surpassing the poll estimate of 2.20 lakh units, marking a 33.7% YoY growth. Mahindra & Mahindra reported total auto sales of 1.04 lakh units, while Hyundai Motor India recorded total sales of 75,360 units, ahead of the CNBC-TV18 poll estimate of 67,000 units, with sales growing 25.4% YoY. Tata Motors reported passenger vehicle sales of 63,760 units, beating estimates of 60,000 units, while commercial vehicle sales rose 37% YoY. Eicher Motors reported Royal Enfield sales of 1.18 lakh units, close to the CNBC-TV18 poll estimate of 1.2 lakh units, with sales rising 34% YoY.

July Auto Sales | Midcap and smaller auto companies also reported healthy growth in July. Atul Auto reported total sales of 3,800 units, up 39.9% YoY, while Escorts Kubota posted sales of 8,731 units, a 22% YoY increase. SML Mahindra reported total sales growth of 12% YoY at 1,603 units. Steel Strips Wheels reported a 51% YoY increase in sales by value and a 26% rise by volume in July.

Glenmark Pharmaceuticals Ltd | Pharma major reported a 930% year-on-year increase in consolidated net profit to ₹483 crore for the first quarter, compared with ₹47 crore in the corresponding quarter last year.

ABB India | Electrification and automation major reported a standalone net profit of ₹362.3 crore for the second quarter of calendar year 2026, rising 3% year-on-year from ₹352 crore in the same quarter last year.

Muthoot Finance | The lender reported a 38.8% year-on-year jump in net profit to ₹2,799 crore in the first quarter, while net interest income (NII) increased 29.6% to ₹5,098.6 crore from ₹3,933.1 crore a year earlier.

Central Depository Services | CDSL reported a 15% year-on-year rise in net profit to ₹117.5 crore for the first quarter, while revenue increased 13% to ₹292.8 crore. EBITDA grew 6% to ₹137.9 crore, though the EBITDA margin narrowed to 47.1% from 50.4% a year earlier.

Persistent Systems | IT firm reported an 8.7% sequential decline in net profit to ₹483 crore for the first quarter of FY27, according to an exchange filing. Revenue, however, rose 6% quarter-on-quarter to ₹4,303 crore, while dollar revenue increased 3.8% to $452.4 million. EBIT fell 12% sequentially to ₹581.5 crore, with the EBIT margin narrowing to 13.5% from 16.2% in the previous quarter.

Blue Dart Express | The firm reported an 81.2% year-on-year (YoY) jump in profit for the first quarter of FY27, driven by healthy revenue growth and stronger operating performance.

NCC | The firm has received three orders worth a total of ₹1,052.71 crore, excluding GST, during July 2026, the company said in a regulatory filing on Friday (July 31). The orders pertain to its Buildings and Water divisions.

Sterlite Technologies | The company has secured a ₹960 crore multi-year supply agreement from a domestic telecom operator for optical fibre cables. The contract is for an initial two-year period, with an option to extend it by another two years through mutual agreement. The company did not disclose the customer's identity.

APL Apollo Tubes | The company reported an 11% year-on-year increase in net profit to ₹263 crore for the first quarter, while revenue rose 8.5% to ₹5,607 crore. EBITDA grew 10.6% to ₹411.3 crore, with the EBITDA margin improving marginally to 7.3% from 7.2% a year ago.

Marathon Nextgen Realty | The company has entered Mumbai's Sewri micro-market with a residential redevelopment project having a gross development value (GDV) of around ₹450 crore.

Powerica | Power solutions provider firm has signed a Power Purchase Agreement (PPA) with Gujarat Urja Vikas Nigam Ltd (GUVNL) to develop a 100 MW wind power project in Gujarat, the company said in an exchange filing on Friday.