Indian equity markets are likely to react to a slew of corporate developments and earnings reports on Thursday. Here’s a curated list of key stocks and shares to watch today based on operational performance, strategic announcements, and regulatory actions.
Shares showing operational strength and growth momentum
SAIL share surges on volume beat and debt reduction
Steel Authority of India Ltd (SAIL) reported a 17% YoY volume growth in Q4FY25, far exceeding the 10% estimate. The state-run steelmaker also saw a sequential decline in net debt, signaling improved balance sheet health.
IRCTC stock gains as ticketing margin tops 82%
IRCTC posted a 6.4% YoY rise in EBITDA, with revenues climbing 10%. Notably, the ticketing division’s margin exceeded 82%, highlighting strong operational leverage in the business.
Cummins share on radar as FY25 guidance met
Cummins India met its double-digit revenue growth guidance for FY25, supported by a 9% YoY rise in exports, reinforcing investor confidence in its global demand resilience.
Varun Beverages share active on new production milestone
Varun Beverages began commercial production at its new Meghalaya facility. The strategic expansion supports supply chain efficiency in the northeast region.
Welspun Corp stock gains on robust EBITDA growth
The company posted a 39% YoY increase in EBITDA with margins improving to 11.7% from 7.4%, reflecting stronger profitability in the steel pipes and plates segment.
Avanti Feeds share rises on margin expansion
The company posted a 36.4% YoY rise in EBITDA while margins improved to 12.76% from 10.09%, driven by better realizations and operational efficiencies.
Deepak Nitrite stock firm after Q4 beat
Deepak Nitrite reported a 5% YoY rise in EBITDA, with margins improving slightly to 14.52% versus 14.16%, indicating stable performance across core segments.
Mishra Dhatu share up on margin expansion
Midhani reported a 16.2% YoY increase in EBITDA while margins rose to 22.75% from 19.83%, supported by a better product mix and cost controls.
RITES signs MoU with Shree Cement
RITES stock could see traction after it signed an MoU with Shree Cement to develop rail infrastructure and allied services, boosting future revenue visibility.
Som Distilleries stock up on profit rise
The firm reported an 18.5% YoY increase in net profit and margin expansion to 12.34%, driven by increased consumption trends and price optimization.
Prestige Estates share in focus post project completions
Prestige announced the completion of three residential and commercial projects in Mumbai, adding 700 homes and 130 office units to its portfolio.
HG Infra shares may react to Gujarat energy project LoI
HG Infra received a Letter of Intent from Gujarat Urja Vikas Nigam for 300 MW/600 MWH battery storage projects, supporting long-term EPC order flow.
TVS Supply Chain share edges higher on EBITDA rise
The company reported a 2.5% YoY increase in EBITDA and 3% growth in revenues, reflecting steady performance across logistics operations.
Hinduja Global share firm as margins improve
HGS posted 5.6% YoY revenue growth and margin improvement to 12.3%, driven by its digital business process transformation initiatives.
Shares under pressure from weak earnings or regulatory concerns
IndusInd Bank stock in spotlight after SEBI action
SEBI barred the bank’s former CEO, Deputy CEO, and three others for insider trading. Significant monetary penalties and reputational risk may weigh on the stock.
Max Financial share may dip as Axis Max Life CEO retires early
Prashant Tripathy, MD & CEO of Axis Max Life, announced early retirement, raising concerns over succession planning at a key partner of Max Financial.
Biralsoft share drops on weak revenue performance
The company reported a 5.3% QoQ decline in constant currency revenue, marking the second straight quarter of decline, raising growth concerns.
Bata share slides as profit falls 27.8% YoY
Footwear major Bata reported a 2.7% drop in EBITDA and a significant 27.8% decline in net profit YoY, suggesting margin pressures and tepid demand.
Cohance Life share falls on margin contraction
Cohance Life saw its profit decline 24% YoY and EBITDA margins fall to 18.3% from 29%, pointing to input cost pressures and subdued operating leverage.
Natco Pharma stock in red after missing analyst estimates
Natco Pharma posted lower-than-expected Q4 numbers with margin decline to 44.9% from 46.6%, which may dampen investor sentiment.
Nuvama share dips as margin narrows despite stable profit
Nuvama’s EBITDA margin dropped 492 basis points QoQ while EBITDA fell 1%, indicating increased operating expenses despite steady topline.
Heidelberg Cement share weak after muted quarter
The company posted a 3% YoY decline in profit and a slight margin dip to 14.79% from 14.89%, reflecting cost headwinds in the construction cycle.
Bharat Rasayan share under pressure on steep margin fall
EBITDA dropped 42% YoY with margins contracting sharply to 13.12% from 22.37%, highlighting input cost pressures and possible volume declines.
Balaji Amines share down on profitability decline
The company saw EBITDA fall 39% YoY and margins decline to 16.91% from 23.61%, indicating demand softness and higher input costs.
Radico Khaitan stock hit after pulling ‘TRIKĀL’ brand
The liquor major decided to withdraw its ‘TRIKĀL’ brand post internal review, raising questions over product strategy and brand execution.
NACL share slides into loss territory
NACL reported an EBITDA loss for the quarter as revenues plummeted 56% YoY, pointing to serious operational headwinds.
Disclaimer: The above stock analysis is based on publicly available data and brokerage commentary. It does not constitute investment advice. Investors should consult their financial advisor before making investment decisions.
