Stocks to watch today are in focus as a heavy flow of quarterly earnings, fundraising announcements, infrastructure orders, and renewable energy investments shape early attention in the share market today. Large-cap IT companies, power utilities, financial services firms, and logistics players have released or scheduled important disclosures that provide insight into sectoral performance and corporate strategy.
Share Market News – Highlights
- Key market-moving earnings and announcements
- IT sector Q3 earnings overview
- Financial services and insurance results
- Energy, infrastructure and logistics developments
- Fundraising, listings and board decisions
- Bulk deal activity
- Broader market context
Key developments influencing trade at the open
Information technology stocks remain central to the list of stocks to watch today after Tata Consultancy Services and HCL Technologies reported their December-quarter results. The earnings provide early indicators for demand trends, margins, and cost pressures within the IT services sector.
At the same time, energy and infrastructure names are drawing attention following project awards, renewable energy commitments, and operational updates. Financial services companies are also in focus as several insurers, banks, and investment platforms are scheduled to announce quarterly results during the session.
IT sector earnings set the tone
Tata Consultancy Services: Margins improve despite exceptional items
Tata Consultancy Services reported a year-on-year decline in consolidated net profit for the third quarter, while revenue continued to grow at a steady pace. Operating performance improved, with EBIT and margins expanding compared to the same period last year. The company reported an exceptional loss during the quarter, which weighed on reported profitability.
TCS also announced a combination of an interim dividend and a special dividend, reflecting its capital allocation approach. The results offer insights into cost structures, deal execution, and the impact of one-off items on reported earnings.
HCL Technologies: Revenue growth continues, guidance refined
HCL Technologies posted double-digit year-on-year revenue growth for the quarter, supported by sustained demand across services. Net profit declined compared to the year-ago period, largely influenced by exceptional expenses. Operating margins moderated slightly, reflecting cost pressures during the quarter.
The company revised its constant currency revenue growth guidance for the financial year, narrowing the range based on current visibility. Services revenue guidance was also adjusted upward within a tighter band, while margin guidance was retained.
Financial services and platform companies report steady growth
Anand Rathi Wealth reported strong year-on-year growth in both revenue and net profit, highlighting continued traction in its wealth management business. GTPL Hathway also reported moderate growth in revenue and profit, reflecting stable performance in its cable and broadband operations.
Several financial sector companies, including insurers and banks, are scheduled to release their quarterly results during the session. These disclosures are expected to provide further clarity on underwriting performance, asset quality, and growth trends in the financial services segment.
Energy, infrastructure and logistics stocks in focus
Adani Energy Solutions: Smart meter rollout continues
Adani Energy Solutions reported stable collection efficiency and high system availability during the quarter. The company added a significant number of new smart meters, taking the total installed base higher. Its existing order book reflects long-term revenue visibility tied to infrastructure deployment.
Sical Logistics: Large mining services contract secured
Sical Logistics announced the receipt of a Letter of Acceptance for a multi-year project from South Eastern Coalfields. The contract significantly adds to the company’s order book and outlines its role in mining and material handling operations in Chhattisgarh.
KP Green Engineering: Renewable energy expansion plans
KP Group entered into a memorandum of understanding with the Gujarat government for the development of renewable energy projects across solar and wind–solar hybrid segments. The proposed capacity addition underscores the company’s participation in large-scale clean energy initiatives.
Fundraising, listings and strategic decisions
Biocon: Institutional fundraising initiative
Biocon’s board approved the opening of a qualified institutions placement, with a floor price set in accordance with regulatory norms. The proposed issue size reflects the company’s intent to raise capital for growth and balance sheet requirements, subject to market conditions and investor participation.
NLC India: Renewable arm listing approved
NLC India’s board granted in-principle approval for the listing of its renewable energy subsidiary through a partial stake dilution. The company also announced an interim dividend and approved additional capital infusion into the subsidiary to support ongoing green energy projects.
Bulk deal activity across mid and small-cap stocks
Bulk deal activity was reported in several small and mid-cap companies. Institutional and individual investors executed transactions in Apollo Techno Industries, KV Toys India, Shanti Educational Initiatives, and Unified Data Tech Solutions. These transactions represent portfolio-level movements and do not involve changes in management control.
Broader market context
Overall, stocks to watch today span information technology, energy, logistics, financial services, and renewable infrastructure. The combination of earnings announcements, capital-raising initiatives, and long-term project awards provides investors with updated data points on corporate performance and strategic direction.
As the share market today processes these disclosures, attention remains on sector-specific fundamentals, margin trends, execution visibility, and regulatory compliance. Company filings and exchange disclosures continue to serve as the primary basis for assessing near-term developments.
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