Indian markets are likely to see stock-specific action today as several companies have issued business updates, regulatory filings, order wins, and expansion announcements. Here’s a clear breakdown of the major developments investors will track.
Top Stocks to Watch Today
NTPC
NCLT has approved the resolution plan submitted by the joint venture between NTPC and MAHAGENCO for the Sinnar Thermal Power project.
Godrej Properties
The company emerged as the highest bidder for a 5-acre land parcel at Neopolis, Kokapet in Hyderabad. The estimated revenue potential from this project is about ₹4,150 crore.
Brigade Enterprises
Brigade has signed a joint development agreement for a 0.5 million sq ft residential project in Hyderabad with an estimated gross development value of ₹800 crore.
Defence Stocks
According to Bloomberg, India plans to propose an arms deal with Russia during President Vladimir Putin’s upcoming visit. Defence-linked stocks may stay active.
NCC
NCC secured three orders worth ₹531 crore during November.
Lenskart
For H1, Lenskart reported a 45% rise in EBITDA and same-store sales growth of 15.3% year-on-year.
Sterling & Wilson Renewable Energy
The company has signed a five-year strategic agreement valued at ₹1,381 crore with Adani Green Energy.
Maharashtra Seamless
The company received an order worth ₹217 crore from ONGC for the supply of seamless pipes.
Lupin
Lupin received US FDA approval for its biosimilar Armlupeg. The reference product’s annual US sales stand at $1,295 million.
Neuland Laboratories
The board has approved a capex plan of ₹189 crore to establish an R&D centre in Telangana.
Waaree Energies
Waaree secured an order to supply 140 MW of solar modules to an undisclosed domestic customer.
Tejas Networks
The company received the first tranche of the production-linked incentive amounting to ₹85 crore from the Department of Telecommunications.
HG Infra
Its subsidiary signed a purchase agreement with GUVNL for a 300 MW/600 MWh battery energy storage project.
Neogen Chemicals
Neogen entered into an 80:20 joint venture with the Morita Group for the lithium-ion battery business. MIL will invest $20 million.
Quick Heal
Quick Heal received a ₹65 crore contract from NFSU Research for cybersecurity solutions.
Refex Industries
The company won a contract worth ₹32.89 crore to supply pond ash for NHAI projects.
Arvind SmartSpaces
The company acquired a residential project in Ahmedabad with an estimated sales potential of ₹400 crore.
Speciality Restaurants
Speciality Restaurants signed a franchise agreement with Asia Kitchen by Mainland China to open a new outlet in the UAE.
Dalmia Bharat
The GST department has dropped the ₹287 crore tax and penalty demand for assessment year 2018-19.
Hindustan Zinc
Silver prices have surged to $58 per ounce for the first time, which could put metal-related stocks in focus.
SML Isuzu (SML Mahindra)
The company recorded strong November sales, with total volumes rising 102% year-on-year.
Aviation
Jet fuel (ATF) prices were increased by ₹5,134 per kilolitre, taking Delhi rates to ₹99,676.77 per kilolitre.
Tobacco Companies
The government plans to introduce a cess on tobacco through the upcoming excise amendment bill, which will replace the existing GST cess structure.
Sugar Sector
The Uttar Pradesh government has raised the sugarcane SAP by ₹30 per quintal for the 2025-26 season.