Stocks to watch today remain in focus as a combination of quarterly earnings announcements, capital-raising initiatives, infrastructure orders, regulatory approvals, and corporate restructurings shape sentiment in the share market today. Information technology, financial services, pharmaceuticals, infrastructure, and renewable energy companies have released material updates that provide fresh insight into operating performance and strategic direction.
Share Market News – Highlights
- Major earnings and sector-wide developments
- IT and financial services performance
- Pharmaceutical and healthcare updates
- Infrastructure, power and renewable energy orders
- Corporate actions and governance changes
- Bulk and block deal activity
- Broader market context
Earnings announcements dominate early focus
The list of stocks to watch today is led by large-cap companies that reported December-quarter earnings, offering an early assessment of sectoral trends during the third quarter. Results from information technology firms, lenders, asset managers, and real estate developers provide updated visibility on revenue growth, margins, asset quality, and capital deployment.
In parallel, several companies disclosed significant order wins, fundraising outcomes, regulatory approvals, and restructuring steps, all of which carry implications for medium-term operations.
IT and financial services: mixed earnings trends
Infosys: margin pressure offset by guidance revision
Infosys reported a sequential decline in net profit for the December quarter, while revenue posted modest quarter-on-quarter growth. Operating profit and margins softened slightly, reflecting higher employee-related costs, including a quantified impact linked to labour code implementation.
The company retained its operating margin guidance range and raised its constant currency revenue growth outlook for the financial year, reflecting improved visibility on deal execution and demand stability.
Jio Financial Services and HDB Financial Services
Jio Financial Services reported a year-on-year decline in profit despite a sharp rise in total income. Operating profit before provisions improved, and assets under management in the NBFC segment expanded significantly, indicating scaling of lending operations.
HDB Financial Services posted strong year-on-year growth in profit and net interest income, supported by expansion in assets under management. The results highlighted steady credit demand and controlled funding costs during the quarter.
Wealth and broking platforms
360 ONE WAM reported double-digit growth in both revenue and profit, with assets under management increasing across advisory and transactional segments. Angel One reported a marginal decline in profit alongside moderate revenue growth, while approving a stock split and interim dividend as part of capital management.
Pharmaceutical and healthcare developments
Pharmaceutical stocks remain among the key stocks to watch today following multiple regulatory approvals and product launches in the United States market.
Biocon completed a qualified institutional placement, raising capital to fund the acquisition of a partner’s stake in its biologics arm. The transaction strengthens its balance sheet and supports long-term growth in biosimilars.
Zydus Lifesciences received final approval from the US Food and Drug Administration for Eltrombopag tablets used in treating low platelet count conditions and also concluded the acquisition of biologics manufacturing assets in the US.
Dr Reddy’s Laboratories announced the launch of an over-the-counter generic ophthalmic product in the US, expanding its consumer healthcare footprint.
Sun Pharma Advanced Research Company approved the issuance of warrants to a promoter group entity, aimed at capital infusion to support ongoing research and development initiatives.
Infrastructure, power and renewable energy orders
Order wins and project execution
Transrail Lighting secured new domestic and international orders across transmission, distribution, and lighting segments, taking cumulative order inflows for the financial year to elevated levels.
NBCC received a domestic order from a public sector bank for construction of a regional office, to be executed on a project management consultancy basis.
RailTel Corporation received a letter of acceptance for a multi-year railway communication network project involving supply and commissioning of IP-MPLS equipment across several divisions.
Energy and utilities
Bharat Heavy Electricals commenced supplies for traction transformers for the Vande Bharat Sleeper Train project, marking its entry into a specialised propulsion equipment segment.
NTPC Green Energy approved the formation of a joint venture with GAIL to undertake renewable energy projects, aligning with broader national clean energy objectives.
Corporate restructuring and governance updates
DLF received approval from the National Company Law Tribunal for the amalgamation of multiple wholly owned subsidiaries into the parent entity. Upon completion, the subsidiaries will be dissolved without winding up, simplifying the group structure.
Shriram Finance shareholders approved a preferential equity issuance to a strategic investor and a one-time payment to the promoter trust for non-compete obligations, following detailed shareholder deliberations.
Several companies announced senior management appointments and resignations, including changes at TVS Supply Chain Solutions, NITCO, and other mid-sized firms, reflecting routine governance updates.
Bulk and block deal activity
Bulk deal activity was observed in housing finance, online marketplace, and manufacturing stocks. Institutional investors exited or increased stakes in select companies, while domestic mutual funds participated as counterparties in several transactions. These deals reflect portfolio-level reallocations rather than changes in operational control.
Broader market context
Overall, stocks to watch today span multiple sectors, with earnings performance, capital allocation decisions, regulatory approvals, and infrastructure investments shaping near-term attention. The share market today continues to digest a high volume of corporate disclosures as the earnings season progresses.
Market participants are expected to monitor operating margins, balance sheet strength, order book visibility, and compliance disclosures as companies provide updated data through exchange filings.
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