Stocks to Watch: Tata Motors, JSW Steel, Apollo Tyres, HCL Tech, SEPC in Focus After Q4 Results and Key Business Updates

Several stocks are likely to remain in focus on Friday after announcing their March quarter earnings and key business developments. Companies including Tata Motors, JSW Steel, Apollo Tyres, HCL Technologies and SEPC reported major updates that could drive stock-specific action in trade.

Tata Motors

Tata Motors reported a mixed set of consolidated results for the fourth quarter. The company’s net profit declined 31.7% year-on-year to Rs 5,783 crore compared to Rs 8,470 crore in the corresponding quarter last year.

Despite the sharp fall in profitability, revenue from operations rose 7.2% YoY to Rs 1,05,447 crore against Rs 98,377 crore earlier. Investors are likely to closely monitor margin trends, demand outlook in domestic passenger vehicles, and performance of its luxury vehicle business.

The decline in profit despite higher revenue may keep the stock under pressure, although steady top-line growth could provide some support.

Apollo Tyres

Apollo Tyres posted a strong operational performance during the March quarter. Consolidated net profit surged 241.8% YoY to Rs 631 crore from Rs 184.6 crore in the year-ago period.

Revenue also registered healthy growth of 14.2% YoY, rising to Rs 7,335.7 crore from Rs 6,423.6 crore. The sharp jump in earnings indicates improved operating efficiencies and stronger demand environment.

The robust earnings performance is expected to keep Apollo Tyres shares in focus during the trading session.

LT Foods

LT Foods reported a decline in profitability despite strong revenue growth in the fourth quarter.

The company’s consolidated profit slipped 15.5% YoY to Rs 135.7 crore from Rs 160.5 crore last year. However, revenue jumped 30.4% YoY to Rs 2,906.7 crore compared to Rs 2,228.4 crore in the corresponding quarter.

Market participants may track management commentary on margins, export demand, and input cost trends going ahead.

Dilip Buildcon

Dilip Buildcon reported weak quarterly earnings with both revenue and profit declining sharply on a year-on-year basis.

The company’s net profit fell 63.7% YoY to Rs 62.05 crore from Rs 170.8 crore, while revenue dropped 25.7% YoY to Rs 2,299.8 crore against Rs 3,096.1 crore in the same quarter last year.

The disappointing numbers may weigh on investor sentiment toward the infrastructure stock.

JSW Steel

JSW Steel delivered a massive jump in quarterly profit, supported largely by exceptional gains.

The company reported consolidated net profit of Rs 16,370 crore in Q4, nearly 11 times higher than Rs 1,503 crore reported a year ago. Revenue from operations increased 14.2% YoY to Rs 51,180 crore from Rs 44,819 crore.

An exceptional profit of Rs 17,888 crore during the quarter, compared to an exceptional loss of Rs 44 crore in the year-ago period, significantly boosted the company’s bottom line.

The strong earnings performance is likely to keep JSW Steel shares actively tracked by investors.

HCL Technologies

HCL Technologies announced a strategic collaboration with Red Hat to provide enterprise-grade AI infrastructure solutions.

The partnership aims to help organizations accelerate artificial intelligence adoption by offering scalable and integrated AI infrastructure platforms. The development highlights HCL Tech’s continued focus on expanding its AI capabilities and enterprise technology offerings.

Technology stocks may remain in focus as investors assess the long-term business opportunities from the collaboration.

SEPC

SEPC announced that the SEPC-Furlong joint venture has signed an EPC sub-contract agreement with Shalimar Corp for a road infrastructure project in Uttar Pradesh.

The company received a Letter of Award worth Rs 521.46 crore for the widening and upgradation of the Shahjahanpur–Bisalpur section into a four-lane highway.

The order win is expected to strengthen the company’s order book and may support positive sentiment around the stock.