Several stocks across PSU banking, electronics, infrastructure, and energy sectors are in focus today due to positive policy cues, strategic investments, and notable corporate updates.
Punjab National Bank (PNB) is expected to be in the limelight after reports confirmed the arrest of fugitive Mehul Choksi in Belgium. Choksi is accused in the ₹13,850 crore PNB scam, and this development may aid in future asset recovery efforts.
Dixon Technologies and Optiemus Infracom may see positive traction after reports that U.S. President Donald Trump has exempted key electronic categories—such as phones, chips, and computers—from reciprocal tariffs, reducing risk for Indian electronics exporters.
Macrotech Developers (Lodha Group) announced that the Lodha brothers have amicably resolved their internal dispute through family mediation, which could improve investor confidence around governance.
Godrej Industries acquired the food additives business of Savannah Surfactants, strengthening its position in the specialty chemicals segment.
The power sector at large is in focus after the Ministry of Power revealed that the Central Electricity Authority will approve 22,000 MW of pumped hydro storage projects in FY26—seen as a critical move to support India’s energy transition.
NIBE Ltd announced that its subsidiary Nibe Space Pvt Ltd has received IN-SPACe registration as a ‘Data Disseminator’ for high-resolution Earth Observation (EO) data, reinforcing its ambition in the space-tech sector.
Sunlite Recycling launched a new product—Annealed Tinned Coated Copper—while Vadilal Enterprises saw a credit rating upgrade by India Ratings and Research, boosting its financial outlook.
Disclaimer: All developments mentioned are based on official releases and regulatory updates. Investors should do their own due diligence or consult a registered advisor before taking any investment position.
