Stocks to Watch Today, Wednesday, August 5, 2026: Bharti Airtel, ONGC, BSE, Marico and Nykaa 

Mumbai, Aug 5: Five stocks are in focus on Wednesday, from Bharti Airtel’s strong subscriber-led earnings and ONGC’s blockbuster profit jump to BSE’s record quarter, Marico’s volume-led growth and Nykaa’s acquisition-backed beat. Here’s what’s driving each stock and what to track through the day. 

Bharti Airtel (BHARTIARTL): Net profit rises 37.3% on record ARPU and subscriber additions 

Bharti Airtel reported a consolidated net profit of Rs 8,167 crore for the April-June quarter of FY27, registering a 37.3 per cent year-on-year growth from Rs 5,948 crore in the same period last year. Consolidated revenue climbed 18.4 per cent to Rs 58,539 crore, aided by strong momentum across India and Africa operations, while India revenue rose 9.7 per cent to Rs 41,214 crore. The telecom operator’s India mobile ARPU rose to an industry-leading Rs 264 from Rs 250 a year earlier, helped by continued 2G-to-4G migration and premiumisation, while the company added 14.9 million customers globally to reach a base of 681 million across 15 countries. Investors will track commentary on tariff trends, capital expenditure and the ongoing scrutiny of the company’s Postpaid Fast Lane offering amid a regulatory review of net neutrality norms. 

ONGC (ONGC): Net profit jumps 112% to Rs 17,034 crore, revenue up 45.2% 

State-run Oil and Natural Gas Corporation reported a 112 per cent year-on-year increase in standalone net profit to Rs 17,034 crore in the first quarter of FY27. The upstream company’s revenue from operations rose 45.2 per cent year-on-year to Rs 46,460 crore in the quarter. Revenue from new well gas stood at Rs 3,998 crore, delivering an additional Rs 1,897 crore compared with the administered price mechanism gas price, with new well gas now contributing around 38 per cent of total revenue from ONGC’s nomination gas portfolio. However, ONGC’s consolidated net profit fell 43.3 per cent in the quarter on account of Hindustan Petroleum Corporation’s consolidated net loss of Rs 12,265 crore, driven by under-recoveries on petroleum products following the sharp rise in crude oil prices amid the West Asia crisis. 

BSE (BSE): Net profit climbs 62% to Rs 874 crore on record quarterly performance 

India’s oldest stock exchange reported a 62 per cent year-on-year increase in consolidated net profit attributable to shareholders for the June quarter, driven by higher operational revenue and stronger investment income. Profit attributable to shareholders rose to Rs 874 crore, compared with Rs 539 crore in the year-ago period, while total income surged 63 per cent to over Rs 1,700 crore. The exchange, which marked its 150th year of operations during the quarter, extended its streak to 14 consecutive quarters of record revenue, powered by a surge in its equity derivatives segment. Investors will watch trends in derivatives trading volumes and market share amid rising competition in the segment. 

Marico (MARICO): Net profit rises 27% to Rs 652 crore on strong volume growth 

The FMCG company reported a 27 per cent year-on-year rise in consolidated net profit to Rs 652 crore for the June quarter, compared with Rs 513 crore in the corresponding period last year, marking its strongest profit growth in 28 quarters. Revenue from operations increased 22.9 per cent to Rs 3,957 crore, driven by 11 per cent underlying volume growth in the India business and mid-teens constant-currency growth internationally. The maker of Parachute and Saffola raised its advertising spends 25 per cent year-on-year even as margins expanded, and reiterated its FY27 guidance of crossing Rs 15,000 crore in revenue alongside high-teen Ebitda growth. 

Nykaa (NYKAA): Profit grows over 3-fold to Rs 79.8 crore on beauty and fashion strength 

FSN E-Commerce Ventures, the parent of Nykaa, reported net profit rising more than three-fold to Rs 79.8 crore for the June quarter, from Rs 24.5 crore a year earlier. Revenue from operations jumped 29.1 per cent to Rs 2,782 crore from Rs 2,154.9 crore, while gross merchandise value rose 34 per cent to Rs 5,590 crore, with the fashion segment turning Ebitda-positive. The company also announced the acquisition of a 51 per cent stake in premium skincare brand Aminu Wellness for Rs 32 crore, strengthening its push into premium personal care, with the remaining stake to be acquired over the coming years. Investors will track the pace of its quick-commerce vertical, Nykaa Now, which has expanded to 13 cities and is set to scale beyond 25 by the end of FY27. 

Source

• Company filings
• BSE
• NSE
• PTI and business media reports