Top Stocks in News Today: Paytm, SBI, 360 One WAM, Bajaj Finance, Titan, and More

Stocks in Focus on July 22, 2025

Q1 Results Announcements Today

Several companies are scheduled to announce their Q1 FY26 earnings, including:

• IRFC

• Dixon Technologies

• JSW Infrastructure

• Colgate Palmolive

• One97 Communications (Paytm)

• United Breweries

• Dalmia Bharat

• KEI Industries

• M&M Finance

• Kajaria Ceramics

• Zensar Technologies

• Shyam Metalics & Energy

• Blue Jet Healthcare

• Mahanagar Gas

• Schloss Bangalore

Key Corporate Developments

360 ONE WAM

BC Asia Investments X is expected to offload 1.5 crore shares (3.7% stake) in the company, valued at approximately Rs 1,740 crore. As of June 2025, BC Asia held a 21.92% stake.

State Bank of India (SBI)

SBI has raised Rs 25,000 crore through the allotment of 30.6 crore shares to institutional investors including LIC, Societe Generale, HDFC Life, HDFC Mutual Fund, and Quant Mutual Fund. LIC has increased its stake in SBI from 9.21% to 9.49%.

Titan Company

Titan’s wholly owned subsidiary, Titan Holdings International FZCO, has signed an agreement to acquire a 67% stake in Damas LLC (UAE). The deal values Damas at AED 1,038 million, boosting Titan’s footprint in the GCC jewellery market.

Bajaj Finance

Managing Director Anup Kumar Saha has resigned due to personal reasons. The board has re-designated Rajeev Jain as Vice Chairman and Managing Director until March 31, 2028.

PNB Housing Finance

The company reported a 23.3% YoY increase in net profit to Rs 533.5 crore, and a 13.9% rise in revenue to Rs 2,076.1 crore. Net Interest Income rose 16.7% YoY to Rs 760 crore.

Havells India

The electronics manufacturer posted a 14.8% decline in net profit at Rs 347.7 crore, with revenue dropping 6% YoY to Rs 5,455.4 crore for Q1 FY26.

Afcons Infrastructure

Afcons has been declared the lowest bidder by HZ Infrastructure for a railway line rehabilitation project in Croatia, valued at Rs 6,800 crore.

Additional Corporate Highlights

Oberoi Realty

Reported a 28% decline in net profit to Rs 421.3 crore, and a 29.7% drop in revenue to Rs 987.76 crore for the June quarter.

Lemon Tree Hotels

Announced the opening of a new property — Keys Lite by Lemon Tree Hotels in Banswara, marking its 11th hotel in Rajasthan.

CIE Automotive India

Posted a 6.1% YoY decline in net profit to Rs 203.5 crore, with a 3.3% revenue increase to Rs 2,369 crore for Q1 FY26.

Arisinfra Solutions

Received a Rs 340 crore order from Transcon Group for supplying RMC, steel, cement, chemicals, and electrical components for ongoing projects in Mumbai.

Dhanlaxmi Bank

Returned to profitability with Rs 12.18 crore net profit in Q1 FY26. Net Interest Income (NII) rose 39.3% YoY to Rs 139.1 crore, although NPAs increased sequentially.

Rajoo Engineers

Board approved the allotment of 1.47 crore equity shares through QIP to investors including Morgan Stanley and others, at Rs 109/share, raising Rs 160 crore.

BL Kashyap and Sons

Secured a Rs 910 crore order from BPTP for constructing residential towers and associated facilities.

Corporate Actions Today (Ex-Dividend Stocks)

• Happy Forgings

• Strides Pharma Science

• Voltamp Transformers

• Hind Rectifiers

• Menon Pistons

• SIL Investments

• Siyaram Silk Mills

• Wires & Fabriks SA

These companies will trade ex-dividend today, impacting stock prices accordingly.

Market Outlook

With corporate earnings driving market sentiment and institutional activity intensifying, today’s trading session is expected to see increased volatility and stock-specific action. Investors are advised to stay informed and follow earnings reports and corporate developments closely.