Stocks to Watch Today on January 27, 2026: Axis Bank, UltraTech Cement, BPCL and Kotak Mahindra Bank in Focus

Indian equity markets closed lower in the previous session, with the BSE Sensex falling 769.67 points to 81,537.70 and the Nifty 50 dropping 241.25 points to 25,048.65. The decline reflected cautious sentiment ahead of fresh corporate earnings.

Several major companies have now released their October to December quarter results, placing them in focus for today’s trade. These updates provide a clearer picture of sector-wise performance as the new trading session begins.

Axis Bank Reports Steady Profit Growth

Axis Bank recorded a 3% year-on-year (Y-o-Y) rise in net profit, amounting to ₹6,490 crore for Q3 FY26. The bank also reported a 5% Y-o-Y increase in Net Interest Income (NII), which rose to ₹14,287 crore in the October–December quarter.

UltraTech Cement Posts Strong Profit Surge

UltraTech Cement delivered a 26.92% Y-o-Y jump in consolidated net profit, reaching ₹1,725.40 crore for Q3 FY26. The cement major surpassed analyst expectations, supported by strong demand and improved operational efficiencies during the quarter.

Godrej Consumer Products Sees Marginal Profit Dip

Godrej Consumer Products Ltd (GCPL) registered a slight decline in consolidated net profit, reporting ₹497.91 crore for Q3 FY26. Despite the marginal drop in profit, the company posted an 8.81% rise in revenue, which increased to ₹4,079.47 crore.

Kotak Mahindra Bank Continues Moderate Growth

Kotak Mahindra Bank reported a 5% Y-o-Y rise in consolidated net profit to ₹4,924 crore for the October–December period. On a sequential basis, consolidated profit reflected a 10% increase, indicating better overall performance compared to the previous quarter.

BPCL Reports Sharp Jump in Quarterly Profit

Bharat Petroleum Corporation Ltd (BPCL) reported an 88.9% surge in consolidated net profit, totalling ₹7,188.40 crore in the December quarter. The firm’s revenue from operations grew 7.1% Y-o-Y, rising to ₹1.36 trillion from ₹1.27 trillion.

IndusInd Bank Profit Falls Sharply

IndusInd Bank posted a 90% decline in consolidated net profit, reporting ₹128 crore for the December quarter. However, on a sequential basis, the bank returned to profitability, recovering from a ₹437 crore loss in the previous quarter.

Read More: Gold Prices Reached All-Time High on January 27.

Conclusion

Several major companies have released their Q3 FY26 updates, highlighting a mix of strong earnings, stable performance, and selective weakness across sectors. Banking heavyweights displayed resilience, with Axis Bank and Kotak Mahindra Bank reporting consistent profit growth, while IndusInd Bank showed signs of sequential recovery.

UltraTech Cement and BPCL delivered robust results fuelled by sectoral demand, whereas GCPL maintained healthy revenue growth despite a slight decline in profit. These developments are likely to influence market sentiment as trading resumes today.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

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