Stocks to Watch, May 5: SBI, AU Small Finance Bank, M&M, Marico, Ircon

By Admin

05 May, 2025

As we head into the first trading session of the week on Monday, May 5, 2025, all eyes are on the Indian equity markets, which are expected to start the day on a positive note, buoyed by strong global cues and supportive domestic signals.

Market Overview

The GIFT Nifty, which serves as an early indicator of the Indian markets, was up by 124 points, standing at 24,519 as of 08:00 AM, indicating a strong opening for domestic equities. This comes after a modest but encouraging performance by Indian indices on Friday — the BSE Sensex climbed by 259.75 points (0.32%) to settle at 80,501.99, while the NSE Nifty 50 closed marginally higher by 12.50 points (0.05%) at 24,346.70.

Meanwhile, Asian markets, including Japan, South Korea, Hong Kong, and China, are closed today due to public holidays. In contrast, the Australian market slipped slightly by 0.24%, reacting to the political developments after Prime Minister Anthony Albanese secured a second term. On Wall Street, major indices rallied on Friday — the Nasdaq rose by 1.51%, S&P 500 gained 1.47%, and the Dow Jones closed up by 1.39%.

Key Stocks to Watch Today

Here are the top stocks expected to be in focus during today’s trading session:

1. State Bank of India (SBI)

India’s largest public lender reported a 9.9% YoY decline in Q4FY25 net profit at ₹18,643 crore, mainly due to increased provisions and lack of a one-time write-back. However, on a sequential basis, the net profit rose 10.4%. For the full year FY25, SBI posted a record profit of ₹70,901 crore, up 16.08% YoY, showcasing strong operational performance despite short-term headwinds.

2. AU Small Finance Bank

According to reports, entities including TRUE NORTH FUND V LLP, Indium IV (Mauritius) Holdings, and Silver Leaf Oak (Mauritius) are expected to offload shares worth ₹600 crore via block deals, potentially impacting short-term stock movement.

3. Mahindra & Mahindra (M&M)

Investors will closely watch M&M today as the company is scheduled to release its Q4FY25 results along with several others. The market is anticipating performance updates from the auto major amid an evolving demand environment and cost dynamics.

4. Marico

The FMCG giant posted a 7.81% YoY growth in net profit to ₹345 crore in Q4FY25, driven by both domestic and international business gains. Revenue rose by 19.8% to ₹2,730 crore, showcasing volume-driven growth and strong brand positioning. For FY25, the net profit stood at ₹1,658 crore, up 10.39% from the previous year.

5. Ircon International

The engineering and construction major bagged a significant ₹458.14 crore order for civil works at the Tato-I Hydro Electric Project in Arunachal Pradesh, which could further enhance its order book and revenue prospects.

Other Stocks in Focus

• Concord Biotech: Received Form 483 with four procedural observations after a USFDA inspection at its API unit in Dholka.
  
  

• Azad Engineering: Entered a long-term supply agreement with GE Steam Power GmbH for critical power components.
  
  

• Shilpa Medicare: Received European GMP certification for its biologics site in Dharwad, boosting global manufacturing credentials.
  
  

• Avenue Supermarts: Reported a 2.2% YoY decline in net profit to ₹551 crore, despite a 16.8% growth in revenue to ₹14,872 crore.
  
  

• Sunteck Realty: Net profit plunged 50.3% YoY to ₹50.4 crore, but the firm achieved record pre-sales of ₹870 crore in Q4FY25.
  
  

• Godrej Properties: Posted a 19% drop in net profit at ₹381.99 crore, despite a 49% YoY increase in revenue to ₹2,121.73 crore.
  
  

Q4 Results to Be Announced Today

Apart from M&M, several other companies are slated to release their Q4 results today, including:

• Amalgam Steel & Power
  
  

• Bombay Dyeing
  
  

• Computer Age Management Services
  
  

• Indian Hotels Company
  
  

• Coforge
  
  

• DCM Shriram
  
  

• Sagar Cements
  
  

• ZeeMedia Enterprises
  
  

• And many more across various sectors.
  
  

Conclusion

With a combination of positive global cues, strong domestic indicators, and a busy earnings calendar, Monday’s session is poised to see active investor participation. Traders and investors are advised to keep a close watch on the above-mentioned stocks for short-term movements and long-term trends.