Stocks to Watch Today – IndiGo, Lupin, Titan and Market Highlights December 31

Stocks to Watch Today December 31 covering GST demand, defence contracts, acquisitions and board appointments

Stocks to watch today on December 31 are driven by regulatory actions, large defence contracts, corporate restructuring, acquisitions, and senior-level appointments. The share market today is expected to track these disclosures closely, as they reflect confirmed business developments rather than forward-looking projections or speculative commentary.


Share Market News – Highlights


Regulatory and Tax-Related Developments

InterGlobe Aviation

InterGlobe Aviation disclosed that it has received a goods and services tax demand amounting to ₹458.26 crore from the Additional Commissioner of Central GST, Delhi South. The order pertains to financial years 2018–19 through 2022–23 and relates to compensation received from a foreign supplier as well as the denial of input tax credit.

The airline stated that it believes the demand is not in accordance with applicable law and has indicated its intention to pursue appellate remedies under the prescribed legal framework.

IFCI

IFCI announced that it has monetised its 10% equity holding in North Eastern Development Finance Corporation. The transaction resulted in proceeds of ₹121.77 crore, enabling the company to unlock value from a long-held strategic investment.

Acquisitions and Ownership Changes

Lupin

Lupin informed exchanges that the acquisition of Amsterdam-based VISUfarma BV is currently in progress and is expected to be completed by February 28, 2026, subject to fulfilment of customary closing conditions. The transaction is being executed through Lupin’s wholly owned subsidiary, Nanomi BV.

The company had earlier indicated a shorter timeline for completion and has now updated the market on the revised expected closing date.

Taj GVK Hotels & Resorts

Taj GVK Hotels & Resorts disclosed a change in promoter shareholding following an inter-se transfer of shares. Promoter shareholder Shalini Bhupal acquired 1.60 crore equity shares, representing a 25.52% stake, from The Indian Hotels Company Limited at a price of ₹370 per share.

Consequent to the transaction, the company executed a termination agreement among the existing promoter entities and shareholders to reflect the revised ownership structure.

Privi Speciality Chemicals

Market sources indicated that a shareholder of Privi Speciality Chemicals may divest up to a 6.32% equity stake through a proposed block deal. The estimated transaction size is around ₹700 crore, with the indicative floor price reported to be in the range of ₹2,835 to ₹2,850 per share.

Defence and Infrastructure Order Inflows

Bharat Forge

Bharat Forge confirmed that it has entered into a contract valued at approximately ₹1,662 crore with the Ministry of Defence. The contract covers the supply of close-quarter battle carbines along with associated accessories for deployment by the Indian Army and the Indian Navy.

The order execution timeline spans multiple years, in line with defence procurement schedules and contractual milestones.

RITES

RITES announced that it has secured an international order worth $3.6 million from Berhard Development Corporation, Zimbabwe. The scope of work involves the supply of in-service Cape gauge diesel-electric locomotives, with execution scheduled over a three-month period.

Power and Energy Project Awards

Power Grid Corporation of India

Power Grid Corporation of India emerged as the successful bidder for the development of large-scale battery energy storage systems in Andhra Pradesh under a tariff-based competitive bidding mechanism. The cumulative awarded capacity stands at 2,000 MWh, equivalent to 1,000 MW for two hours.

As part of the overall award, the company will implement a 150 MW / 300 MWh standalone battery energy storage system at the 400/220 kV Kalikiri substation in Chittoor district.

Board and Senior Management Changes

Titan Company

Titan Company announced the appointment of Sandhya Venugopal Sharma, IAS, as Chairperson and Additional Director of the board with effect from January 4, 2026. She will represent co-promoter Tamil Nadu Industrial Development Corporation and will succeed Arun Roy, IAS, who will continue to serve as a director.

RBL Bank

RBL Bank informed that its Executive Director, Rajeev Ahuja, will retire upon completion of his term on February 20, 2026. The disclosure was made in accordance with SEBI listing regulations governing changes in senior management.

Capital Allocation and Subsidiary Funding

Muthoot Finance

Muthoot Finance completed the allotment of 3.25 lakh equity shares in its subsidiary, Muthoot Money, pursuant to a rights issue aggregating to ₹500 crore. The funds raised will be utilised for business expansion, general corporate purposes, and repayment of existing borrowings at the subsidiary level.

Bulk Deal Activity

Taj GVK Hotels

Taj GVK Hotels recorded bulk deal activity involving promoter trusts and institutional investors. Promoter entities offloaded a portion of their shareholding through market transactions, while alternative investment funds acquired shares at similar price levels, resulting in a redistribution of ownership without altering overall control.

Ramkrishna Forgings

Ramkrishna Forgings saw large secondary market trades, with one global investment bank acquiring shares through a block transaction while another international financial institution reduced its holding at comparable price levels.

Shankara Building Products

Shankara Building Products disclosed that an investor sold a small percentage stake through a market transaction, resulting in a marginal change in shareholding patterns.

Conclusion

The share market today reflects a combination of regulatory actions, defence procurement contracts, cross-border acquisitions, leadership transitions, and capital allocation decisions. These developments collectively define the key stocks to watch today on December 31, based strictly on verified disclosures and in full compliance with SEBI communication standards.

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