Several stocks are likely to remain in focus in today’s session amid a mix of government policy announcements, large order wins, and major asset monetisation updates.
Tata Steel is expected to be in focus after the government imposed a three-year safeguard duty of 11%–12% on imports of select non-alloy and alloy steel flat products. As per the Ministry of Finance notification, the levy will be imposed at 12% in the first year, followed by 11.5% in the second year and 11% in the third year. The move is aimed at curbing cheaper steel imports, particularly from China, and supporting domestic steel manufacturers.
Shares of NBCC (India) are also likely to attract attention after the state-owned company sold 417 residential units in Noida and Greater Noida for Rs 1,045.40 crore through e-auction. The sale was conducted under the supervision of the Supreme Court-appointed ASPIRE entity, which was set up to complete stalled housing projects of the erstwhile Amrapali Group. NBCC has been tasked with completing around 38,000 flats and handing them over to homebuyers.
Premier Energies may remain on investors’ radar after the company reported order inflows worth Rs 2,307.30 crore in Q3 FY26, strengthening its order book position and execution visibility in the renewable energy segment.
Meanwhile, Arfin India could see action after securing a Rs 321 crore order for the supply of conductors to the aluminium sector, adding to its industrial and infrastructure-linked order pipeline.
Bharat Forge is also expected to be in focus after it signed its largest-ever small arms contract worth Rs 1,661.9 crore with the Ministry of Defence. The contract involves the supply of over 2.55 lakh indigenously developed CQB carbines to the Indian Army over a five-year execution period, reinforcing the government’s emphasis on indigenous defence manufacturing.
These stock-specific developments are likely to influence market movements during the session.
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