A series of corporate developments, quarterly earnings, and regulatory actions are set to keep several stocks in focus on Friday. Here are the major updates that could influence market sentiment:
NBCC will remain in focus after securing a Rs 340.17 crore PMC contract for the construction of Phase-I of the Central University of Kashmir, a development seen as positive for the stock. Another gainer could be VST Tillers, which showcased its expanded Fieldtrac range at Agritechnica 2025, strengthening its European presence.
Nippon Life is also in the spotlight after signing a pact with DWS Group, which will acquire a 40% stake in Nippon Life India AIF Management to deepen its AIF franchise. Zydus Life received USFDA approval for Diroximel Fumarate delayed-release capsules used in treating multiple sclerosis, while Rallis India entered a pact with Paryan Alliance for herbicide-tolerant rice technology.
CESC Green secured approval from the Odisha government to set up a Rs 4,500 crore solar module unit, and KPI Green Energy teamed up with KP Group and Senvion India to develop up to 2 GW of renewable projects. UFLEX plans to invest Rs 715 crore to increase packaging film capacity.
Steel stocks may also see buying interest after India imposed five-year anti-dumping duties on steel imports from Vietnam. Ceigall India emerged as the H1 bidder for a Rs 12.2 crore irrigation project in Punjab.
A large set of earnings will drive individual stock movements. Companies posting positive YoY performance include Man Industries, Ventive, Tega Industries, Advait, GMR Airports, Ruby Mills, KRBL, GE Power, ISGEC, Ashapura Minechem, JNK India, Finkurve, Oswal Pumps, Technocraft, Thomas Scott, Ajax Engineering, Rubicon, Capacite, Southern Petrochemicals, Patel Retail, Hero MotoCorp, Shalby, Bharat Dynamics, Rishabh Instruments, Jubilant Foodworks, Vishal Mega Mart, Muthoot Finance, and more.
Some companies reported broadly neutral performances, including Rainbow Children’s Medicare, Sonata Software, Nahar Spinning Mills, Orkla India, Paramount Communications, Sunflag Iron, Ramky Infrastructure, PNC Infratech, Akums Drugs, IZMO, Jai Corp, Banco Products, 3B BlackBio Dx, Jash Engineering, Tata Motors (CV business), Maithan Alloys, LG Electronics India, Som Distilleries, Relaxo, TVS Supply Chain, Marksans, Swelect, Delton, Apollo Tyres, Wanbury, Expleo Solutions, Kilitch Drugs, Tilaknagar, NSDL, Rupa, Amines & Plasticizers, Uttam Sugar, Scoda, Aeroflex, Arrow Textiles, Rainbow, Dharmaj Crop, UFLEX, Honda Power, Genesys, PTC Industries and others.
Separately, Voltas highlighted that a lean summer and GST-related demand deferment impacted retail offtake and margins. Muthoot Finance’s board approved fund-raising up to Rs 350 billion via debentures along with a Rs 5 billion infusion in Muthoot Money. Eicher Motors said post-tax-cut demand trends remain supportive, while SPARC announced consolidation of its R&D facilities. Akums Drugs will invest USD 24 million in Zambia, and R Systems completed the acquisition of Novigo Solutions. Godrej Consumer finalised its Rs 450 crore acquisition of Muuchstac, and SpiceJet added Chandan Sand as Executive Director.
TVS Holdings saw its circuit filter revised from 5% to 20%, adding to trader interest.
