Stocks to Watch Today, Monday, August 3, 2026: Maruti Suzuki, Sun Pharma, ITC, Tata Motors PV and NALCO 

Mumbai, Aug 3: Five stocks are in focus on Monday, from Maruti Suzuki’s mixed June-quarter show and Sun Pharma’s sharp profit growth to Tata Motors Passenger Vehicles’ blockbuster July sales and NALCO’s near-doubling of profit. Here’s what’s driving each stock and what to track through the day. 

Maruti Suzuki (MARUTI): Profit falls 10.8% to Rs 3,352 crore even as revenue surges 36.6% 

Maruti Suzuki, the country’s largest carmaker, reported mixed standalone results for the June quarter, with a better-than-expected net profit overshadowed by weaker operating performance amid margin pressure despite healthy revenue growth. Standalone net profit stood at Rs 3,352 crore for the quarter ended June 30, 2026, down 10.8 per cent from Rs 3,758 crore a year earlier, even as standalone revenue from operations surged 36.6 per cent year on year to Rs 52,456 crore. The operating EBITDA margin contracted sharply to 8.22 per cent from 10.4 per cent, as elevated commodity costs and higher promotional spending squeezed profitability despite strong volume growth, while domestic market share improved by 2.3 percentage points to 41.2 per cent, helped by the ramp-up of its new Kharkhoda plant. Investors will watch commentary on input costs, further price hikes and the pace of margin recovery this fiscal year. 

Sun Pharma (SUNPHARMA): Net profit jumps 27% to Rs 2,895 crore on India, innovative medicines strength 

Sun Pharmaceutical Industries, the country’s largest drugmaker, posted a 27 per cent year-on-year increase in net profit to Rs 2,895 crore in the first quarter, compared with Rs 2,279 crore in the corresponding quarter of the previous year. Revenue from operations rose 10.1 per cent year on year to Rs 15,184 crore, driven by a 16 per cent jump in India sales to Rs 5,475 crore and continued momentum in the innovative medicine portfolio, even as EBITDA margin contracted to 28.9 per cent from 31.1 per cent as US formulation sales slipped 9.7 per cent to 427 million dollars. Investors will track progress on the pending Organon acquisition, the trajectory of US generics pricing and the pace of India growth for the rest of the fiscal year. 

ITC (ITC): Standalone profit falls 27.1% to Rs 3,578.8 crore as cigarette tax hike bites 

ITC’s standalone net profit declined 27.1 per cent year on year to Rs 3,578.8 crore for the June quarter, from Rs 4,910.7 crore in the year-ago period, while revenue excluding excise duty fell 14.4 per cent to Rs 16,907.6 crore from Rs 19,760.7 crore. The decline followed a steep increase in GST and central excise duty on cigarettes effective February 1, 2026, after the GST compensation cess expired, weighing on the core cigarettes business even as the company held back from fully passing on the higher taxes to consumers. Investors will watch cigarette volume trends, the pace of FMCG margin recovery and updates on the proposed hotels business demerger. 

Tata Motors Passenger Vehicles (TMPV): July sales surge 59% to 63,760 units; EV volumes cross 15,000 for the first time 

Tata Motors Passenger Vehicles reported total sales of 63,760 units in July, up 59 per cent from 40,175 units a year earlier, with domestic dispatches rising 58 per cent to 62,611 units and exports climbing 76 per cent to 1,149 units. Electric vehicle sales more than doubled, soaring 114 per cent to 15,217 units from 7,124 units, marking the first time the company’s monthly EV volumes have crossed the 15,000-unit mark and taking EV penetration to nearly 24 per cent of total passenger vehicle sales. Investors will watch whether the momentum, aided by strong demand for the Punch and the recently launched Sierra EV, can be sustained ahead of the festive season and the expected launch of the Safari EV. 

NALCO (NATIONALUM): Profit soars 90.9% to Rs 2,003.1 crore on record output, firm aluminium prices 

National Aluminium Company reported a 90.9 per cent year-on-year jump in consolidated net profit to Rs 2,003.1 crore for the June quarter, compared with Rs 1,049.5 crore a year earlier, while revenue climbed 39.3 per cent to Rs 5,302.4 crore from Rs 3,806.9 crore. The state-run miner posted its highest-ever first-quarter bauxite excavation and calcined alumina production, aided by firm global aluminium prices and higher sales volumes, and its board recommended a final dividend of Re 1 per share for FY26. Investors will track commentary on aluminium price trends, progress on capacity expansion projects and the outlook for the rest of the fiscal year. 

Source

• Company filings
• BSE
• NSE
• business media reports