Markets are expected to open on a stock-specific note today amid regulatory developments and corporate announcements. Here’s a list of key stocks to keep an eye on for Friday, March 28, 2025:
- Mahindra & Mahindra, Force Motors: The Defence Ministry has signed a Rs 2,500 crore contract, which is likely to impact both auto players with defence exposure.
- Bharat Electronics (BEL): The company has secured additional orders worth Rs 1,385 crore since March 12, including defence and communications-related systems.
- BSE: SEBI has proposed limiting derivative expiries to either Tuesdays or Thursdays. BSE currently hosts Sensex weekly expiry on Tuesdays.
- Samvardhana Motherson: The company stated that there will be no material impact from the proposed US auto tariff.
- JSPL: Declared the successful acquisition of the Saradhapur Jalatap East coal block, expanding its resource base.
- Bharat Forge: Subsidiary Kalyani Strategic Systems has signed a joint venture agreement with Spain’s Duma Engineering to develop defence technologies.
- Jio Financial Services, Zomato: Both stocks will be included in the Nifty 50 index from today.
- Godrej Properties: Announced it has sold homes worth Rs 1,000 crore at a new project launch in Gurugram.
- DCM Shriram: Approved an investment of Rs 131 crore for setting up a compressed biogas plant in Uttar Pradesh.
- CESC: Signed a Power Purchase Agreement with the Uttar Pradesh Electricity Board.
- Zensar Technologies: Bagged a new order from UK-based Tesco Insurance, enhancing its international client base.
- Asian Paints: Increased the project cost for its VAE and VAM unit in Dahej by Rs 600 crore, which could impact project timelines or margins.
- Britannia, BPCL: Both companies will exit the Nifty 50 index from today, which may affect short-term flows from passive funds.
Regulatory Update: SEBI’s new proposal suggests all weekly and monthly derivatives expiries be limited to Tuesdays or Thursdays to ensure uniformity and prevent market fragmentation. Exchanges will also need SEBI’s approval before launching or modifying expiry or settlement days. The consultation paper is open for public comments until April 17.
