Stocks to Watch Today, Wednesday, July 29: Tata Capital, Larsen & Toubro, Ambuja Cements, DCM Shriram, Rail Vikas Nigam

Mumbai, July 29: Five stocks are in focus on Wednesday, from Tata Capital posting a 56 per cent jump in first-quarter profit to Rail Vikas Nigam bagging a Rs 358.97 crore railway doubling order. Here’s what’s driving each stock and what to track through the day. 

Tata Capital (TATACAPITAL): Q1 profit surges over 56% to Rs 1,547 crore  

Tata Capital reported a consolidated net profit of Rs 1,547 crore for Q1FY27, up more than 56 per cent year on year from Rs 990 crore in the year-ago quarter. Investors will be parsing through management commentary after the results to gauge loan book growth, asset quality trends and margin trajectory on the company’s post- results call. With companies kicking off the festive sales season in July-August, Tata Capital’s numbers will be watched as one of the first indicators of retail and corporate credit demand in the economy. With a stock market listing under its belt, investors will also look out for any commentary on capital deployment and growth plans for the rest of the fiscal year.  

Larsen & Toubro (LT): Profit rises 14% to Rs 4,123 crore; order inflows jump  

Larsen & Toubro reported a consolidated net profit of Rs 4,123 crore for the June quarter, up 14 per cent year on year from Rs 3,617 crore. Revenue grew 7 per cent to Rs 67,942 crore from Rs 63,679 crore, while EBITDA fell 3 per cent to Rs 6,116 crore, and margins contracted by 90 basis points to 9 per cent from 9.9 per cent. L&T Group order inflows jumped 14 per cent to Rs 1.08 lakh crore from Rs 94,453 crore a year ago, while the consolidated order book stood at Rs 7.79 lakh crore as of June-end, up 5 per cent since March 2026. As India’s largest engineering and construction conglomerate with significant exposure to domestic and export infrastructure projects, analysts and investors track L&T’s order book trends as a bellwether of activity levels across segments and geographies. Investors will be watching for commentary on margin recovery and execution timelines on some of the company’s large infrastructure projects and order book updates through the rest of FY27.  

Ambuja Cements (AMBUJACEM): Profit dips 34% to Rs 577 crore  

Ambuja Cements reported a consolidated net profit of Rs 577 crore for the first quarter of FY27, down 34 per cent year on year from Rs 869 crore in the year-ago period. India’s largest cement company by capacity has been on an acquisition and expansion drive over the past two years, with Ambuja acquiring Rugmahor Cement two years ago. Investors will tune into the management commentary on cement demand and price trends during the quarter, along with commentary on cost pressures and updates on the group’s planned capacity expansion trajectory.  

DCM Shriram (DCMSHRIRAM): Q1 profit surges over six-fold on revenue growth  

DCM Shriram reported over six-fold increase in quarterly profit after tax with revenue and operating profit growing year on year as well. DCM Shriram has business verticals across chlor-vinyl, sugar, fertilisers and farm solutions. This means that its quarterly results give investors some idea of agri-input demand as well as chemical sector performance. Investors will listen out for commentary on how each of DCM Shriram’s business verticals performed during the quarter along with commentary on how its core businesses are expected to perform through the rest of the fiscal year. Commentary around raw material costs, sugar realisations and demand trends will also be watched closely.  

Rail Vikas Nigam (RVNL): Secures Rs 358.97 crore order from East Central Railway  

Rail Vikas Nigam on Tuesday said it has received Letter of Acceptance (LoA) from East Central Railway for construction of doubling works for 25T Indian Railway Standard Loading (TRIVSAN), from Kundawa Chainpur to Raxaul including tender drop with overhaul, converting to Indian Railway Broad Gauge Wagon loading (IRBM), along with associated works for Sitamarhi-Raxaul section doubling Project, Samastipur Division (West Bengal). The EPC Contract is worth Rs 358.97 crore. Rail Vikas Nigam Ltd’s order wins are watched by investors as the company is one of the Indian Railways’ key implementation arms that is tasked to execute projects across the country. Investors will look for further order updates from the PSU and commentary around expected execution timelines for projects added to its book. RVNL has been among the large ticket beneficiaries of the government’s focus on stepping up rail infrastructure spend over the past few years.  

Source

• BSE
• NSE
• company filings
• PTI