Stocks in Focus May 8 — Lenskart Rs 3,293 Cr Block Deal, Cochin Shipyard Adani Order, BSE Profit Jumps 88%, Dabur New CEO

Stocks in focus on May 8, 2026 — Dalal Street is firmly in stock-specific mode today. With FII selling continuing to create index-level headwinds — FIIs were net sellers of Rs 5,834 crore on May 7 — the action today is concentrated in individual counters driven by block deals, Q4 results, and order wins. Here is everything on our radar.

Lenskart — Rs 3,293 Crore Block Deal (REPORTED)

The biggest deal buzz of the day. Lenskart Solutions is expected to witness a large block deal, with existing investors looking to sell 7.2 crore shares worth Rs 3,293.6 crore. The block deal price is at Rs 470 apiece — a 3.6% discount to its last close.

Block deals of this size indicate large investors exiting or rebalancing positions. Watch for price pressure around the Rs 470 zone during market hours. The key question is who the buyers are — institutional accumulation at a discount is typically a medium-term positive signal.

BSE — 88% Profit Jump, Rs 10 Dividend (REPORTED)

BSE reported an 88% YoY surge in net profit at Rs 2,487 crore, while revenue from operations rose 63% YoY to Rs 4,834 crore for the March 2026 quarter. EBITDA more than doubled at Rs 3,079 crore, with margins improving to 64% for the quarter. The company announced a dividend of Rs 10 per share.

These are exceptional numbers. A 64% EBITDA margin for an exchange business reflects the operating leverage in BSE’s model as transaction volumes surge. Heavy trading volumes and derivatives activity drove the outperformance.

Cochin Shipyard — Adani Group Tug Order (REPORTED)

Cochin Shipyard came under focus after its subsidiary got a big order from an Adani Group company to construct four ASD tugs, boosting its domestic order book. This adds to Cochin Shipyard’s already strong order pipeline and continues the theme of defence and shipbuilding PSUs winning large contracts in FY26. The sharp rally in the defence PSU follows a phase of consolidation, partly driven by profit booking and volatility linked to geopolitical tensions.

Dabur India — First Q4 Under New CEO (REPORTED)

Dabur prepares for its first Q4 under CEO Herjit Bhalla, who was appointed India CEO effective April 23, 2026. Analysts are watching for margin commentary — key estimates put Dabur’s Q4 EBITDA margin at 15.1%. Iran tensions have added cost pressure — higher crude prices are increasing FMCG input costs like packaging, chemicals, and transport, with Emami, Dabur, and ITC facing margin pressure. Management guidance on margin recovery will be the key number to watch beyond the headline profit figure.

Results Due Today — Full List

State Bank of India, Titan Company, Tata Consumer Products, Swiggy, Hyundai Motor India, Bank of Baroda, ABB India, Multi Commodity Exchange of India, JSW Infrastructure, Kalyan Jewellers India, Oberoi Realty, CreditAccess Grameen, Balkrishna Industries, and Niva Bupa Health Insurance Company will all announce their results for the quarter ended March 31, 2026.

SBI and Bank of Baroda results will be the most market-moving — both PSU banks’ NIMs and asset quality commentary will set the tone for Bank Nifty on Monday. Watch for these after market hours today.

Ex-Dividend Stocks Today

Shares of Laurus Labs, National Aluminium Company, KSB, Somany Ceramics, Omax Autos, Sundram Fasteners and Central Bank of India shall trade ex-dividend today. If you hold these stocks, you are entitled to the dividend if you held them before today’s ex-date.

This article is for informational purposes only. Not investment advice. Read our Disclaimer.