Stocks to Watch on May 7: Godrej Consumer, Bajaj Auto, Paytm, Blue Star, PB Fintech and More

The Indian markets will be seen taking cues from the sector-wise earnings and the company-specific performance on 7th May, with many firms set to announce their March-quarter results. The stock prices will continue to stay under the spotlight after announcing their quarterly numbers and developments within their businesses.

Godrej Consumer Products Q4 Profit Rises Nearly 10%

According to Godrej Consumer Products Ltd, their net profit rose by 9.7% in March quarter to reach Rs. 452 crores, from Rs. 412 crores in the corresponding quarter last year.

This was due to strong volumes, demand, and stable margins of the company in the previous year. Rural demand recovery will be a crucial factor to note for investors.

Bajaj Auto Delivers Strong Earnings Beat

Bajaj Auto Ltd has delivered a stellar quarterly performance, with standalone net profits soaring 34% year-over-year in the first quarter of the fiscal year (January-March).

Factors that have contributed to the impressive performance include robust export demand, superior product mix, and operational leverage. This has helped build confidence in high-end motorcycles and international expansion.

Paytm Returns to Profitability

One 97 Communications Ltd posted a net income of ₹184 crore for the fourth quarter, reversing the net loss of ₹540 crore in the same quarter last year.

This impressive improvement was due to higher operational efficiency and increased revenues from financial services and payments segments. The investors’ focus would now be on One 97 Communications’ growth plans and regulatory dynamics.

Blue Star Reports Healthy Growth in Q4

For Blue Star Ltd, the fourth-quarter profits increased by 17 percent on a yearly basis to stand at ₹227 crore.

Seasonal factors alongside growth in the commercial refrigeration and cooling segment contributed to higher earnings. Shares could stay active with positive seasonality expected.

Shree Cement Profit Declines

The net profit of Shree Cement Ltd fell by 4.3% YoY to ₹532 crore during Q4FY26.

Higher operational costs and pressure on prices from the industry affected profits despite constant demand in the cement industry.

Greaves Cotton Sees Earnings Pressure

Net profit for Greaves Cotton Ltd was lower by 6.3%, amounting to ₹22.5 crore.

The expectations about the performance of Greaves Cotton Ltd include their forecast regarding the growth of its engineering business and electric mobility.

PB Fintech Posts Strong Revenue and Profit Growth

PB Fintech Ltd reported strong quarterly numbers with its net profit increasing by 54% to ₹261 crore on a YoY basis.

The top line improved by 37% to ₹2,061 crore. The shares could also witness attention amid speculations that the company’s co-founders are planning a block deal for selling their equity stake.

Radico Khaitan Earnings Nearly Double

There was an impressive growth in profits during the fourth quarter, with net income more than doubling to ₹179.5 crore from ₹92 crore in the previous fiscal year.

The premiumization trend, high demand for luxury alcohol brands, and increased margins contributed to the stellar performance.

Kansai Nerolac Paints Reports Modest Growth

Consolidated net profit of Kansai Nerolac Paints Ltd grew by 3.5% year on year to ₹112.3 crore.

The paint company gained due to favorable raw material costs along with a pick-up in the demand for coatings products.

Zaggle Signs New Strategic Deal

Prepaid services firm Zaggle signed an agreement for a period of three years with Supreme Industries to provide its Zaggle Propel loyalty program.

The move will help the company to grow its enterprise fintech solutions business.

Birlasoft Profit Jumps Over 44%

Birlasoft Ltd registered a 44.1% growth in net profit compared to the previous year at ₹175.9 crore in the March quarter.

Efficient operations and steady demand in digital transformation services helped boost its performance as an IT firm.

Key Market Focus

The reaction of stocks to their financial results, comments from management, future demand estimates, and margin dynamics will be watched by investors. The stocks that have strong earnings growth momentum like Bajaj Auto, PB Fintech, Radico Khaitan, and Birlasoft may attract attention from traders on Thursday, while those having weak profitability could come under selective selling pressure.