Stocks To Watch Today: COCHINSHIP, RIL, JSW Infra

Stocks to Watch Today: Cochin Shipyard, Reliance, JSW Infra | February 17

Stocks to Watch Today include defence shipbuilders, energy conglomerates, logistics players, infrastructure developers, and pharmaceutical companies reacting to fresh order wins, global expansion plans, capital-raising proposals, and institutional transactions. As the share market today begins trading on February 17, investor focus remains firmly on corporate announcements that may influence sector-specific activity.

Defence & Strategic Order Wins

Cochin Shipyard has emerged as the lowest bidder (L1) for a major Ministry of Defence tender involving the construction of five Next Generation Survey Vessels (NGSVs) for the Indian Navy. The total estimated contract value stands at approximately ₹5,000 crore. The development positions the company prominently within India’s naval shipbuilding segment.

This order announcement places the defence manufacturing space among the key areas in today’s stocks to watch out today, especially given ongoing focus on domestic defence procurement under the “Buy (Indian)” framework.

Global Expansion & Joint Ventures

Reliance Industries’ FMCG arm, Reliance Consumer Products, has entered into a definitive agreement to form a majority-owned joint venture with Tropical General Investments (TGI) Group, a Nigerian conglomerate. The partnership is aimed at expanding Reliance’s presence in African consumer markets and strengthening its international footprint.

The agreement signals a strategic global diversification effort within the fast-moving consumer goods segment.

Meanwhile, Lupin has signed a licence and supply agreement with Spektus Pharma to commercialise DeslaFlex, a novel antidepressant formulation, in Canada. The product utilises Spektus’ proprietary Flexitab drug-delivery technology. The collaboration expands Lupin’s central nervous system portfolio in international markets.

Fund-Raising & Board Proposals

JSW Infrastructure has informed exchanges that its board will meet on February 20 to consider raising funds through various permissible methods, including a Qualified Institutional Placement (QIP), rights issue, or other equity-linked instruments. The final structure, if approved, will depend on board deliberations.

Such developments place the company among today’s stocks to watch today for intraday updates related to capital allocation and balance-sheet planning.

Infrastructure & Transport Contracts

Texmaco Rail & Engineering has secured a contract valued at ₹219.18 crore from Mumbai Railway Vikas Corporation. The project involves the design, supply, installation, testing, and commissioning of signalling systems for a proposed suburban rail corridor under MUTP-IIIA.

Highway Infrastructure received a Letter of Acceptance from the National Highways Authority of India (NHAI) for user fee operations at the Moti Naroli Fee Plaza in Gujarat. The contract value stands at ₹154.6 crore.

Seamec announced that its vessel SEAMEC PRINCESS has been chartered by Supreme Offshore Construction & Technical Services for operations in ONGC’s offshore oilfields. The contract value is approximately US$ 0.46 million.

Logistics & EV Deployment

Delhivery has entered into a strategic partnership with electric mobility startup RIDEV to deploy 150 electric vehicles across Northeast India, Bengaluru, and Hyderabad over the next three months. The rollout will follow an EV-as-a-Service model aimed at reducing upfront fleet transition costs.

TVS Supply Chain Solutions signed a Memorandum of Understanding with Italy-based aerospace and defence integrator ALA Group. The collaboration targets opportunities within India’s growing aerospace and defence supply-chain ecosystem, estimated at approximately $28 billion.

Real Estate Developments

Embassy Developments received MahaRERA approval for Phase I of Embassy Serenity, a residential project in Alibaug within the Mumbai Metropolitan Region. The development spans around 0.2 million square feet of RERA carpet area and carries an estimated gross development value of ₹400 crore.

The project marks the company’s entry into the lifestyle and second-home segment.

Bulk & Block Deal Activity

Institutional participation remained active across counters. Goldman Sachs India Equity Portfolio acquired additional shares in Aye Finance, increasing its exposure through a transaction valued at ₹21.5 crore.

BofA Securities Europe purchased shares in Engineers India through a market transaction amounting to nearly ₹100 crore.

Craft Emerging Market Fund PCC acquired shares in Easy Trip Planners, while Pine Oak Global Fund purchased shares in Vardhman Polytex. In the latter case, promoter Ekjot Singh Chawla reduced his stake through a corresponding sale.

Corporate Actions & Ex-Dividend Updates

Several companies are trading ex-dividend today, including Mrs Bectors Food Specialities, Hikal, IRCON International, Shipping Corporation of India, Vibrant Global Capital, and others.

IndiGrid Infrastructure Trust and Interise Trust trade ex-date for income distribution. Riddhi Steel and Tubes trades ex-date for bonus issuance. SAIL and Sammaan Capital remain under the F&O ban list.

Earnings Scheduled Today

Among companies scheduled to release quarterly results today are Valecha Engineering, Binny, Creative Eye, and Sparc Electrex.

Market Context

The share market today is largely driven by company-specific developments such as defence contract wins, international joint ventures, infrastructure awards, EV fleet deployment initiatives, and capital-raising proposals. Broader sentiment remains sensitive to order pipeline visibility, institutional participation, and sector-specific execution trends.

This report is intended strictly for informational and educational purposes. It does not constitute investment advice, recommendations, or forecasts. All information has been compiled from publicly available corporate disclosures as of February 17 and adheres to SEBI communication guidelines.

As trading progresses, stocks to watch today will continue to reflect developments in defence procurement, infrastructure expansion, global consumer partnerships, and capital market transactions.