Stocks To Watch On May 4: Kotak, DMart, Maruti, Adani In Focus After Q4 Results
- By Kotak News Desk
- 04 May 2026 at 11:41 AM IST
- Market News
- 4 minutes read
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GIFT Nifty signals a positive start as Maruti, DMart, Kotak, Adani and others react to Q4 results, AGR updates and order wins. Read more for the complete stock list.
The Indian stock markets are expected to have a positive start after a long break. At around 6:53 am, the Gift Nifty was trading at 24,258, marking an increase of 160 points. Among the global stock markets, South Korean equities climbed to a new peak after posting their strongest monthly performance in April.
Nevertheless, the sentiments of the investors were somewhat reserved because of the ongoing geopolitical tensions between the United States (US) and Iran, along with the attempts made by the US to resume shipping operations from the Strait of Hormuz.
At 10:15 AM, Sensex was up 586.61 points, or 0.76%.
Key Stocks To Watch
The stock will be in focus after a strong set of numbers, with net profit rising 48% year-on-year to ₹3,878 crore and revenue coming in at ₹38,471 crore.
The company’s steady growth trajectory continues, as net profit rose 19% to ₹656.6 crore, while revenue increased to ₹17,684 crore.
The bank reported a 13% rise in net profit to ₹4,027 crore, although margins came under slight pressure with net interest margin (NIM) at 4.67%.
The company has drawn attention after reporting a net loss of ₹166.79 crore, despite a rise in total income to ₹33,187.11 crore.
The stock is likely to be tracked after AGR dues were revised to ₹64,046 crore, along with a five-year relief window.
The company reported a sharp jump in performance, with net profit more than doubling to ₹679.18 crore and revenue rising 21.3%.
While net interest income rose 17% to ₹4,002 crore, net profit declined to ₹724.4 crore, keeping the stock in focus.
The Q4 results showed stable growth with net profit amounting to ₹142 crore and income reaching ₹1,669 crore.
The company reported a 68.28% year-on-year decline in net profit to ₹238.25 crore for Q4FY26, impacted by higher costs. Revenue from operations, however, rose 17.96% to ₹7,124.47 crore.
The firm registered exceptional growth in profit after tax, gaining ₹102.7 crore from the same period in FY25. Revenues for the year increased 9.4%, while the alkaline battery segment grew by 82% year-on-year.
Q4 Results Expected Today
Tata Technologies, Tata Chemicals, Bharat Heavy Electricals, Ambuja Cements and Godrej Properties are expected to release their Q4 results.
Also Read - Pre-Market, 4 May 2026
What Should Investors Watch?
With earnings season in full swing and global cues remaining mixed, markets are likely to remain stock-specific in the near term. It remains to be seen what will have a greater influence on the market in the short-term: corporate updates and strong earnings, or global uncertainty?
Sources
Business Standard
CNBC TV18
The Economic Times
This article is for informational purposes only and does not constitute financial advice. It is not produced by the desk of the Kotak Securities Research Team, nor is it a report published by the Kotak Securities Research Team. The information presented is compiled from several secondary sources available on the internet and may change over time. Investors should conduct their own research and consult with financial professionals before making any investment decisions. Read the full disclaimer here.
Investments in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed SEBI prescribed limit. The securities are quoted as an example and not as a recommendation. SEBI Registration No-INZ000200137 Member Id NSE-08081; BSE-673; MSE-1024, MCX-56285, NCDEX-1262.
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