Key Movers Today: SBI, Zomato, Titan, Bajaj Finance React to Earnings and Deals

Quick Summary

• Indian Market Performance (July 21): Sensex rose by 442.61 points (+0.54%) to 82,200.34; Nifty climbed 122.30 points (+0.49%) to close at 25,090.70.

stocks in Focus:

1. Zomato: Revenue surged by 70% YoY for Q1FY26, but Profit After Tax (PAT) dropped sharply by 90% YoY.
2. PNB Housing Finance: Net profit increased by 23.2% YoY to ₹533.5 crore; operating revenue grew +14%.
3. UltraTech Cement: Announced plans to invest ₹2,000 crore/quarter to expand capacity, targeting an additional 10 million tonnes by March 2026.
4. Oberoi Realty: Net profit fell by -28% yoy to ₹421 crore; revenue declined almost -30%.
5. SBI: raised ₹25,000 crore via share allotments at ₹817/share; LIC boosted its stake from 9.21% to 9.49%.

6-7: Arisinfra Solutions/Afcons Infrastructure:
– arisinfra secured a ₹340 crore order for construction materials with Transcon Group in Mumbai.
– Afcons wins a railway rehabilitation project in Croatia worth ₹6,800 crore.
8-9: Havells India/bajaj Finance:
– Havells saw a revenue dip (-6%), mostly due to underperformance in Lloyd Consumer (-35%) & Electrical Consumer Durables segments (-15%).
– Bajaj Finance re-designated Rajeev Jain as MD until March ’28 after resignation of ex-MD Anup Saha.
10.-11 Titan Co/Damas UAE $Stake ($M outlays).outputs