Indian equity markets are poised for an active session on Thursday with a long lineup of stocks likely to be in focus when trading opens at 9:15 am. The action will be driven by fresh orders, corporate deals, quarterly earnings, and dividend or bonus announcements across multiple sectors.
Positive triggers: Jain Irrigation has secured an order for 5,438 units of solar water pumps worth ₹135 crore under the PM-KUSUM Yojana. HEG, along with Tacc, signed an agreement with CRRI for graphene-enhanced pavements. Firstsource partnered with Guidehealth to accelerate AI-enabled, value-based care solutions for health plans. RVNL received a ₹90.6 crore Letter of Acceptance from Southern Railway for a video surveillance system. Prism Johnson signed a cement supply pact with Jabalpur Cement Industries, while Refex won a ₹47 crore order for pond ash transportation. Shilpa Medicare approved a 1:1 bonus share issue, and Jupiter Wagons will launch two new EVs in FY26, maintaining revenue guidance. Wipro has tied up with Google Cloud to roll out agentic AI solutions, and Infosys will acquire a 75% stake in Versent Group.
Earnings-led positives include Everest Kanto (net profit ₹51.6 cr vs ₹28 cr YoY), Dharmaj Crop (₹32.59 cr vs ₹15.07 cr), Bhartiya International (₹5.6 cr profit vs ₹5.4 cr loss), Cosmo First (₹42 cr vs ₹30 cr), Fiem Industries (₹57 cr vs ₹48 cr), Maithan Alloys (₹536 cr vs ₹456 cr), Brigade Enterprises (₹150 cr vs ₹83.7 cr), Anupam Rasayan (₹48.4 cr vs ₹12.2 cr), Swelect Energy (₹20.5 cr vs ₹6.3 cr), Samhi (₹17.3 cr vs ₹4.2 cr), Uttam Sugar (₹14.5 cr vs ₹5.8 cr), R Systems (₹75.9 cr vs ₹24.9 cr), Pfizer (₹191 cr vs ₹150 cr), Confidence Petro (₹20.2 cr vs ₹15 cr), Rossell Techsys (₹3.3 cr profit vs ₹4 cr loss), Anthem (₹136 cr vs ₹82 cr), GEPIL (₹34.3 cr profit vs ₹24.8 cr loss), Uflex (₹61.9 cr profit vs ₹95.4 cr loss), Valiant (₹8.2 cr vs ₹0.6 cr loss), Shivalik Bimetal (₹22 cr vs ₹17 cr), Vishal Mega Mart (₹206 cr vs ₹150 cr), Endurance Technologies (₹226 cr vs ₹203 cr), and Jubilant Foodworks (₹97 cr vs ₹60 cr).
BPCL reported a strong jump in profit at ₹6,839 crore versus ₹2,841 crore YoY on largely flat revenue of ₹1,29,614 crore vs ₹1,28,106 crore.
Neutral movers: ABFRL posted a loss of ₹233 cr vs ₹238 cr YoY, IRCTC net profit was ₹330 cr vs ₹307 cr, Engineers India posted ₹65 cr vs ₹91 cr, and United Spirits reported ₹258 cr vs a ₹280 cr poll estimate. Other names in this category include Dredging Corporation, Munjal Auto, Paramount Communications, Campus Activewear, HPL Electric, VPRPL, Bharat Rasayan, Balmer Lawrie, Genesys, Mishra Dhatu, MSTC, Gufic Bio, Gulf Oil, Galaxy Surfactants, Kilitch, ONGC, Zinka Logistics, Brainbees Solutions, Zydus Lifesciences, and CDSL.
Corporate actions will keep a host of stocks in focus: Reliance Industries, NHPC, REC Ltd, Mahanagar Gas, Manappuram, VRL Logistics, West Coast Paper, Zen Technologies, and more, with several announcing dividends, bonuses, splits, or rights issues.
Circuit filter changes: MICRE ELECTR and NIBE (10% to 5%), NDL Venture and Yatra (20% to 10%).
Negative sentiment: Weak earnings came from ITI Ltd (loss ₹63 cr vs ₹91 cr), Surya Roshni (₹33 cr vs ₹92 cr), Shalby (₹8 cr vs ₹15 cr), H.G. Infra (₹98 cr vs ₹162 cr), Cohance Lifesciences (₹48 cr vs ₹75 cr), Supriya Lifescience (₹34.79 cr vs ₹44.64 cr), Mukka Proteins (₹1.5 cr vs ₹4.2 cr), TVS Electronics (loss ₹3.5 cr vs ₹1.2 cr), Deepak Nitrate (₹112 cr vs ₹202 cr), MIRC Electronics (loss ₹12.5 cr vs profit ₹2.7 cr), MTNL (loss ₹943 cr vs ₹773 cr), Ganesha Ecosphere (₹10.7 cr vs ₹22.5 cr), Omaxe (loss ₹185 cr vs ₹147 cr), Texmaco Rail (₹30 cr vs ₹59.8 cr), and Man Infra (₹58 cr vs ₹84 cr).
With such a broad range of corporate updates, traders will watch these stocks closely for early momentum and sectoral trends once the bell rings at 9:15 am.
Disclaimer: This article is for informational purposes only and does not constitute investment advice.
