Stocks to Watch: Tata Motors, Kotak Mahindra Bank, Titan, M&M and more

1 / 10Tata Motors | Jaguar Land Rover (JLR) reported a 10.7% year-on-year decline in wholesales to 87,286 units in the first quarter of FY26, in line with expectations amid a planned wind-down of older Jaguar models and disruption due to new US tariffs. Retail sales also fell 15.1% YoY to 94,420 units, reflecting the broader challenges faced during the quarter. Compared to the March quarter (Q4 FY25), wholesales were down 21.7%, while retail volumes dropped 12.8%.2 / 10Kotak Mahindra Bank | The bank reported a net advance at the end of Q1 FY26 stood at ₹4.45 lakh crore, marking a 14% increase over ₹3.90 lakh crore in the same quarter last year. Sequentially, lending activity was up 4.2% compared to ₹4.27 lakh crore in the March 2025 quarter. On the liabilities side, the bank’s end-of-period (EOP) total deposits rose to ₹5.13 lakh crore, up 14.6% from ₹4.47 lakh crore in Q1 FY25 and 2.8% higher than ₹4.99 lakh crore in Q4 FY25.3 / 10Navin Fluorine | Flurochemicals maker announced the launch of its qualified institutions placement (QIP) to raise up to ₹750 crore by issuing equity shares with a face value of ₹2 each. The move follows board approval on June 29, 2024, and a special resolution passed by shareholders at the company’s annual general meeting on August 1, 2024.4 / 10Macrotech Developers | The real estate company reported a 10% year-on-year increase in pre-sales to ₹4,450 crore for the quarter, while collections rose 7% to ₹2,880 crore. The firm said it has added five new projects across Mumbai, Pune and Bengaluru, with a total gross development value (GDV) of ₹22,700 crore. The real estate firm added five new projects across the Mumbai Metropolitan Region (MMR), Pune and Bengaluru with a gross development value (GDV) of ₹227 billion, over 90% of its full-year business development guidance of ₹250 billion.5 / 10JSW Infrastructure | The company said it has received a letter of award from the Syama Prasad Mookerjee Port Authority (Kolkata Port) for the reconstruction of berth 8 and mechanisation of berths 7 and 8 at Netaji Subhas Dock, Kolkata. The project, awarded on a design, build, finance, operate, and transfer (DBFOT) basis under the PPP model, is aimed at enhancing container handling capacity at the port.6 / 10Phoenix Mills | Realty firm reported a 12% year-on-year increase in retail sales across its operational malls in Q1 FY26, supported by healthy demand and continued momentum across its portfolio. In the commercial office segment, gross leasing of approximately 4.07 lakh square feet was completed during the quarter across assets in Mumbai, Pune, Bengaluru, and Chennai. Occupancy in Mumbai and Vimmanagar (Pune) rose to 69% in June 2025 from 67% in March 2025.7 / 10SPML Infra | Infrastructure development firm announced the sanction of enhanced credit facilities amounting to ₹205 crore from a top Indian PSU bank. The sanctioned facility includes a significant bank guarantee (BG) limit and is expected to bolster the company’s project execution and bidding capabilities. The non-fund-based credit facility will support SPML Infra in meeting key contractual obligations across its infrastructure and EPC (engineering, procurement, and construction) projects.8 / 10Titan | Jewellery vertical saw domestic operations grow approximately 18% year-on-year, aided by good traction during Akshaya Tritiya. However, a sharp rise in gold prices from May to mid-June dented consumer sentiment, leading to flat buyer growth in both Tanishq and CaratLane. In this high-price environment, consumers preferred lightweight and lower karatage jewellery, with plain gold growing in mid-teens and the studded segment in early double digits.9 / 10M&M | Vehicle major reported a 20% year-on-year (YoY) rise in production for June 2025, reaching 83,435 units compared to 69,441 units in the same month last year, according to its Q1 business update. Sales for the month stood at 76,335 units, marking a 14% increase from 66,800 units a year earlier. Export volumes rose marginally by 1% to 2,634 units, up from 2,597 units in June 2024.10 / 10P N Gadgil Jewellers | The company reported a 2.8% year-on-year increase in total revenue at ₹1,714 crore for the first quarter of FY26, up from ₹1,668 crore a year ago, as per its business update filed with the exchanges. Excluding the discontinued refinery segment, revenue grew 30.4% YoY to ₹1,714 crore. The retail segment, which accounts for over 70% of total revenue, grew 19.4% YoY.

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