From TCS, Kotak Bank, Anil Ambani Group to Nestle India – Here are 12 stocks to watch – Market News

The global markets are trading on a mixed note, indicating that the domestic markets will open with a subdued tone. If you’re unsure which stock to focus on in Monday’s trade. Here are updates on all the stocks making headlines. You can check these stocks to stay informed about all the key developments.

Earlier on Friday, the NSE Nifty 50 closed the session 225 points or 0.90% lower at 24,837, while the BSE Sensex tanked 721 points or 0.88% to close at 81,460.

Stocks to watch on July 28, 2025

TCS

Tata Consultancy Services (TCS), will lay off 2% of its workforce — over 12,000 employees — through the fiscal year 2026 (April 2025 to March 2026), in a major restructuring move to stay “future-ready and agile” amid rapid changes in technology and workplace models, according to Moneycontrol. The decision will impact employees globally across various domains and regions. TCS CEO K Krithivasan told Moneycontrol that the move was driven by evolving skill demands and internal redeployment challenges.

Kotak Mahindra Bank

Kotak Mahindra Bank reported a standalone net profit of Rs 3,282 crore for the quarter ended June, marking a year-on-year fall of 48%. However, the net profit numbers include the one-time gain from its divestment of 70% stake in Kotak Mahindra General Insurance in Q1 FY25. Excluding the one-time gains, the net profit was down 7% y-o-y. The decline in the net profit was due to higher provisions and a fall in asset quality. Provisions for the bank rose 109% to Rs 1,208 crore in the reporting quarter due to higher slippages. Sequentially, provisions rose 33%. The provision coverage ratio of the bank stood at 77% as on June 30.

Anil Dhirubhai Ambani Group

After multiple Enforcement Directorate raids at Anil Ambani group of companies concluded on Sunday, the Reliance Group unveiled a renewed strategic roadmap focused on high-growth sectors, including defence, power and renewable energy. The ED search operations were related to an ongoing probe into alleged money laundering and misuse of public funds. “The meeting reflected unity of purpose, renewed vigour and a shared resolve to deliver long-term value for stakeholders,” the group said in a statement.

Nestle India

Suresh Narayanan, who took over as managing director and later chairman of Nestle India in August 2015 during the peak of the Maggi crisis, retires on July 31 after nearly a decade at the helm and 26 years with Nestle. In a wide-ranging conversation with Raghav Aggarwal, Narayanan reflects on the evolving FMCG landscape, the company’s transformation, and what’s next for him. 

Adani Energy

Adani Energy Solutions is planning to scale up its C&I (commercial & industrial) segment 10 times from its current size over the next five years as it looks to expand into the adjacencies of its current business lines. Its current business lines include transmission, distribution, smart metering and centralised cooling services. “We are targeting to serve an aggregate load demand of 7,000 MW in five years, from 717MW we are doing currently,” Kandarp Patel, CEO, AESL said at the company’s investor call.

Tata Communications

The Department of Telecom has issued a “show-cause-cum-demand notice” of about Rs 7,800 crore to Tata Communications over adjusted gross revenue dues, according to an official note by the company. The demand has been raised by the Department of Telecom (DoT) for adjusted gross revenue (AGR) from 2005-06 till 2023-24, as per the note dated July 17.

IDFC First Bank

IDFC First Bank reported a 32% decline in net profit to Rs 463 crore for the quarter ended June due to a rise in provisions against microfinance books. While the bank’s provisions rose 67% to Rs 1,659 crore in the June quarter from Rs 994 crore in the corresponding period of the previous year. V Vaidyanathan, MD & CEO, IDFC Bank, said, “On asset quality, all our businesses, other than microfinance, continue to perform well…by H2 FY26, MFI issue should largely be behind us. Our customer franchise is strong. So, all-in-all we are well positioned for the future.”

Petronet LNG

Petronet LNG on Friday reported a decline of 25% in its consolidated net profit for the first quarter of FY26 at Rs 824.44 crore compared with Rs 1,100.76 crore in the year-ago period. On a sequential basis, the company’s net profit declined by 23% from Rs 1,067.58 crore in Q4FY25. The company’s revenue from operations fell by 11% in Q1FY26 to Rs 11,879.86 crore, against Rs 13,415.13 crore in Q1FY25. Total income on a consolidated basis stood at Rs 12,096.46 crore, down 11% from Rs 13,592.84 crore in Q1FY25.

Bajaj Finserv

Bajaj Finserv on Friday reported a 30% year-on-year increase in its net profit to Rs 2,789 crore for the June quarter. The consolidated total income rose by 13% to Rs 35,451 crore. 

Bank of Baroda

Bank of Baroda’s net profit for April-June rose around 2% on year due to sharp rise in other income which rose 87.9% on year to Rs 4,675 crore in the reporting quarter. Net interest income (NII) dipped by 1.4% on year to Rs 11,435 crore in April-June and domestic net interest margin moderated to 3.06% in the reporting quarter from 3.16% a quarter ago. “NII and net interest margin (NIM) will continue to be under stress in Q2. However, the H2FY26 is expected to be positive. In the next quarter we aim to maintain margins between 2.85-3%,” Debadatta Chand, MD & CEO said in post earnings media call.

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