Key Stocks to Watch: PNB Housing Finance, Oberoi Realty, Bajaj Finance, UltraTech Cement, and More

Discover the latest financial updates and performance highlights for key stocks including PNB Housing Finance, Oberoi Realty, Bajaj Finance, UltraTech Cement, and others. These companies are making significant moves in the market.

StocksFinancial PerformanceMarket TrendsCompany UpdatesQuarterly ResultsReal Estate NewsJul 21, 2025

Key Stocks to Watch: PNB Housing Finance, Oberoi Realty, Bajaj Finance, UltraTech Cement, and More
Real Estate News:Key Stocks to Watch: PNB Housing Finance, Oberoi Realty, Bajaj Finance, UltraTech Cement, and More

PNB Housing Finance
PNB Housing Finance reported a 23.2% year-on-year (YoY) surge in net profit, reaching ₹533.5 crore for the first quarter ending June 30, 2025. This marks a significant improvement from the ₹432.8 crore net profit reported in the corresponding quarter of the previous fiscal. The company's revenue from operations increased by 14% to ₹2,076 crore, up from ₹1,823 crore in Q1FY25. The lender’s net interest income (NII) grew by 24.2% YoY to ₹688 crore, compared to ₹554 crore. The gross margin, net of acquisition cost, stood at 4.06%.

Oberoi Realty
Oberoi Realty, a prominent real estate firm, reported a 28% YoY decline in net profit, settling at ₹421.2 crore for the first quarter ending June 30, 2025. In the same period last year, the company posted a net profit of ₹585 crore. The company's revenue from operations also fell by 29.7% to ₹987.5 crore, down from ₹1,405 crore in the previous year.

Bajaj Finance
Bajaj Finance announced the resignation of Anup Kumar Saha as managing director and director on the board of the company due to personal reasons. The board of directors accepted his resignation, effective from the close of business hours on the same day. Following his departure, Saha also ceased to be a key managerial personnel. In the interest of continuity, the board, based on the recommendation of the Nomination and Remuneration Committee, has re-designated Rajeev Jain as vice-chairman and managing director of the company.

UltraTech Cement
Kumar Mangalam Birla’s cement venture, UltraTech Cement, is significantly ahead of its closest competition, controlled by billionaire Gautam Adani. The Aditya Birla Group plans to maintain this lead with further expansion. UltraTech Cement’s management plans to spend ₹2,000 crore in capital expansion every quarter. The company aims to commission at least 10 million tonnes of new capacity before March 2026, as announced to analysts on July 21.

360 One WAM
BC Asia Investments X Ltd is likely to sell around 1.5 crore shares, or a 3.7% stake, in wealth and asset management firm 360 One WAM Ltd through a block deal, according to sources. The offer size is pegged at ₹1,740 crore, with a floor price of ₹1,160 per share, representing a nearly 5% discount to the stock's closing price of ₹1,221.20 on Monday.

Dhanlaxmi Bank
Thrissur-based Dhanlaxmi Bank reported a net profit of ₹12.18 crore for the first quarter ending June 30, 2025. In the corresponding quarter of the previous fiscal, the bank posted a net loss of ₹8 crore. Net interest income (NII), which is the difference between the interest income a bank earns from its lending activities and the interest it pays to depositors, jumped 39.3%, reaching ₹139 crore against ₹99.89 crore in the same period last year.

DCM Shriram
Leading chlor alkali manufacturer, DCM Shriram, reported a 13% YoY rise in net profit to ₹113 crore for the quarter ending June 30, compared to ₹100 crore in the same period last year. The company had reported a consolidated net profit of ₹178.9 crore in the quarter ended March 31, 2025. Revenue rose 12.4% to ₹3,455 crore, up from ₹3,037 crore a year earlier. For the March quarter, DCM Shriram's revenue was ₹2,876.7 crore.

CIE Automotive
Automotive component supplier, CIE Automotive, reported a 6.2% YoY dip in net profit to ₹203.5 crore for the first quarter, down from ₹217 crore in Q1FY25. The company's revenue from operations fell 4.1% to ₹2,369 crore from ₹2,293 crore last year. At the operating level, EBITDA declined 6.4% to ₹337.6 crore from ₹360.6 crore in the same quarter last year. The EBITDA margin contracted to 14.2% from 15.7% YoY.

Afcons Infrastructure
Shapoorji Pallonji group announced that it has been declared as the successful bidder for a significant infrastructure project. The group is expected to undertake the construction and development of the project, further solidifying its position in the infrastructure sector.

Boilerplate
PNB Housing Finance, Oberoi Realty, Bajaj Finance, UltraTech Cement, and other companies mentioned are leading players in their respective industries, known for their robust financial performance and strategic initiatives. Investors and market analysts are closely monitoring these stocks for potential investment opportunities and market trends.

Frequently Asked Questions

What was PNB Housing Finance's net profit for Q1FY25?

PNB Housing Finance reported a net profit of ₹533.5 crore for the first quarter ending June 30, 2025, marking a 23.2% year-on-year (YoY) increase.

Why did Anup Kumar Saha resign from Bajaj Finance?

Anup Kumar Saha resigned as managing director and director on the board of Bajaj Finance due to personal reasons.

What is UltraTech Cement's expansion plan?

UltraTech Cement plans to spend ₹2,000 crore in capital expansion every quarter and aims to commission at least 10 million tonnes of new capacity before March 2026.

How much stake is BC Asia Investments X Ltd selling in 360 One WAM?

BC Asia Investments X Ltd is likely to sell around 1.5 crore shares, or a 3.7% stake, in 360 One WAM Ltd through a block deal.

What was DCM Shriram's revenue for Q1FY25?

DCM Shriram reported a revenue of ₹3,455 crore for the quarter ending June 30, 2025, marking a 12.4% year-on-year (YoY) increase.

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