Stocks to Watch Today (May 18, 2026): HAL, Vodafone Idea, Cochin Shipyard, Aditya Birla Capital and more

Stocks to Watch Today (May 18, 2026): Indian markets are likely to remain stock-specific on Monday, May 18, amid a fresh set of earnings reactions, telecom fundraising developments, defence sector updates and macro triggers linked to fuel prices and public transport. Investors will also track global developments, weather-related updates from the IMD and Prime Minister Narendra Modi’s Europe visit.

Here are the key stocks and sectors to watch today:

Hindustan Aeronautics Limited

The company may remain under pressure after sources told Zee Business that its Rs 1.09 lakh crore deal with the Indian Air Force for 180 Tejas Mk-1A fighter jets could undergo contractual changes.

According to sources, HAL has not been able to deliver the aircraft in line with original RFP specifications. Delays are reportedly linked to integration issues involving the Israeli-origin radar system, weapons package and electronic warfare suite.

A review meeting between HAL and the Indian Air Force, earlier expected in May, is now likely in June.

Uno Minda

The company reported in-line quarterly numbers. Revenue rose 17.8 per cent year-on-year to Rs 5,336 crore, while profit increased 23 per cent to Rs 326 crore.

The board also approved a detailed project report for its second four-wheeler EV powertrain project with a planned investment of Rs 550 crore. The plant will come up in Chhatrapati Sambhajinagar and is expected to start operations by Q2 FY28.

Delhi transport-linked stocks in focus

Public transport and clean mobility-linked companies may remain in focus after Delhi Metro Rail Corporation announced additional metro services following the Prime Minister’s appeal to save fuel.

Delhi Metro will run six additional trains with 24 extra trips. DMRC is also pushing QR, WhatsApp and UPI ticketing along with last-mile connectivity through feeder buses and e-rickshaws.

CNG-linked stocks in focus

City gas distribution and transport-related companies may remain on investors’ radar after CNG prices in Delhi-NCR were increased again.

CNG prices in Delhi rose to around Rs 80.09 per kg, while Ghaziabad prices increased to around Rs 88.70 per kg.

Dr. Reddy's Laboratories

The company launched generic Semaglutide injection in Canada after receiving regulatory clearance on April 28. The drug is used in diabetes treatment.

Amber Enterprises India

The company reported better-than-estimated quarterly numbers. Consolidated profit rose to around Rs 134 crore from Rs 116 crore a year ago, while revenue increased to around Rs 4,148 crore.

Aurobindo Pharma

Its subsidiary CuraTeQ received CDSCO approval to market cancer drug Bevqolva in India.

Aditya Birla Capital

The company’s board will meet on May 20 to consider a fundraising proposal through QIP.

Crompton Greaves Consumer Electricals

The company denied reports related to stake sale discussions and clarified that no such talks are currently underway.

Shree Cement

The company received an income tax demand notice worth around Rs 153 crore from the Ajmer Income Tax Department.

Latent View Analytics

The company reported sequential growth in revenue and profit during the quarter.

Vodafone Idea

The telecom operator reported mixed quarterly numbers. Revenue remained largely flat sequentially at Rs 11,332 crore, while EBITDA rose 1.5 per cent.

The company reported a net profit of Rs 51,970 crore due to a one-time AGR-related exceptional gain. Adjusted losses narrowed to Rs 5,521 crore.

Vodafone Idea’s 4G and 5G subscriber base increased to 128.9 million. The company also approved issuance of fully convertible warrants worth Rs 4,730 crore to an Aditya Birla Group promoter entity on a preferential basis.

The telecom operator spent Rs 8,742 crore on capex during FY26 and launched 5G services in 83 cities.

Atul Auto

The company reported strong quarterly numbers. Revenue rose 14.2 per cent year-on-year, while profit more than doubled.

Maithan Alloys

The company reported mixed quarterly numbers. Revenue and EBITDA improved sharply, but losses widened during the quarter.

KEC International

The company reported weak quarterly performance. Revenue, EBITDA and profit declined year-on-year.

Jupiter Life Line Hospitals

The company posted healthy quarterly growth in revenue and profit.

VIP Industries

The company reported weak quarterly numbers and higher losses. EBITDA slipped into loss during the quarter.

Somany Ceramics

The company reported strong quarterly earnings with profit doubling year-on-year.

Rolex Rings

The company posted mixed quarterly numbers and slipped into a marginal loss despite revenue growth.

Cochin Shipyard

The company reported mixed quarterly performance. Revenue declined due to a sharp fall in ship-repair revenue, but operational margins improved significantly.

The company also announced a dividend of Rs 1.5 per share.

Delhivery

The company reported mixed quarterly numbers. Revenue rose 30 per cent year-on-year and EBITDA jumped over 80 per cent.

However, profit remained largely flat due to higher employee costs, depreciation and other expenses.

Delhivery also crossed the Rs 1 lakh crore annual revenue milestone during FY26.