Stocks To Watch: DMart, ONGC, Marico, RIL, Bandhan Bank, Coal India, PNB, NTPC, And Others

Stocks to watch on January 05, 2026: Markets extended their rally on Friday, reclaiming record highs and kicking off the New Year on a strong footing. The Nifty decisively crossed the key resistance at 26,200 to scale a fresh all-time high.

“The broader trend remains positive, with the index now positioned to gradually test the 26,500–26,700 zone in the near term. With broad-based sectoral participation excluding FMCG, investors should focus on stock-specific opportunities based on relative sector strength and favourable risk–reward setups,” said Ajit Mishra, SVP–Research, Religare Broking.

DMart (Avenue Supermarts) Avenue Supermarts reported a 13% year-on-year rise in standalone revenue from operations to Rs 17,613 crore for the quarter ended

December 31, 2025, compared with Rs 15,565 crore a year earlier. The Radhakishan Damani-led retailer operated 442 stores during the quarter. The revenue figures are provisional and may change when the final results are announced.

PNB
Punjab National Bank posted a 9.6% YoY growth in global business to Rs 28.92 lakh crore in the December quarter, up from Rs 26.39 lakh crore a year ago. On a sequential basis, global business increased 3.8% from Rs 27.86 lakh crore in Q1 FY26.

Marico
Marico reported a steady operating performance in the December quarter, supported by resilient demand and improving consumption trends across its key markets. The company said FMCG demand remained stable and expressed confidence in a gradual recovery, aided by easing inflation, lower GST rates improving affordability, higher MSPs, and a healthy crop sowing season.

Bandhan Bank
Bandhan Bank reported a 10% YoY growth in loans and advances to Rs 1.45 lakh crore for the quarter ended December 31, 2025, compared with Rs 1.32 lakh crore a year earlier. Total deposits rose 11.1% YoY to Rs 1.57 lakh crore, even as low-cost CASA balances declined on a yearly basis.

LTIMindtree
LTIMindtree is scaling up investments in its AI-native ecosystem, BlueVerse, aimed at accelerating enterprise transformation through intelligent agents, modular architecture, and built-in trust. “We see strong investments in AI, with traction across AI-native projects as well as AI infusion into existing capabilities,” said CEO & MD Venu Lambu.

Reliance Industries, ONGC
The US takeover of oil-rich Venezuela could help unlock nearly $1 billion in long-pending dues for ONGC Videsh and revive crude production from fields where it holds equity stakes. Reliance Industries may also benefit as Venezuelan oil supplies could pick up under its 15-year crude supply contract with PdVSA.

Larsen & Toubro
L&T said its minerals and metals vertical has secured major EPC orders from SAIL and other customers in the domestic metals sector. In L&T’s classification, major orders range between Rs 5,000 crore and Rs 10,000 crore.

Coal India
Coal India has opened its e-auction platform to buyers from Bangladesh, Bhutan and Nepal, as reforms such as commercial mining and open market sales from captive mines have led to surplus coal availability. Subdued thermal power demand following a moderate summer has resulted in higher stocks at pitheads.

Samvardhana Motherson
Mobile phone enclosures emerged as a key focus after the government approved 22 projects worth Rs 41,863 crore under the Electronics Components Manufacturing Scheme (ECMS). Tata Electronics, the Motherson Group and Foxconn’s India arm Yuzhan Technology are among the major beneficiaries.

NTPC
NTPC is in talks to acquire a minority stake in US-based nuclear fuel technology firm Clean Core Thorium Energy. In response to a BSE query, the company said it continues to explore domestic and international investment opportunities, including a potential minority investment in CCTE.

Vedanta
Vedanta reported record production across multiple businesses for the third quarter and nine months ended December 31, 2025. Aluminium production hit an all-time quarterly high of 620 kilotonnes, while alumina output surged 57% YoY to 794 kilotonnes. For the nine-month period, alumina production rose 32% YoY to 2,034 kilotonnes.

V2 Retail
V2 Retail posted strong third-quarter performance, with standalone revenue jumping 57% YoY to Rs 927 crore. Growth was driven by store expansion and steady demand across core markets. Same-store sales grew 2% YoY, reflecting stable performance from existing outlets.

SPML Infra
SPML Infra said it has received a surety bond limit of Rs 159 crore from an IRDAI-registered insurer. The bond facility will help the company participate more actively in tenders and provide security in place of bank guarantees for contract awards.

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