Stocks to watch today are in focus as markets digest a wide range of corporate disclosures spanning quarterly earnings, large-scale acquisitions, private equity investments, real estate sales trends, power sector transactions, and governance-related announcements. Developments from companies such as NTPC, Avenue Supermarts, Lemon Tree Hotels, Vedanta, IREDA, and several real estate players are shaping sentiment in the share market today.
Share Market News – Highlights
- Major market-moving corporate announcements
- Quarterly earnings and financial performance
- Real estate and consumption-driven business updates
- Corporate actions, board decisions and governance updates
- Bulk and block deal activity
- Broader market context
Major corporate developments influencing early trade
Power and infrastructure stocks feature prominently among the stocks to watch today after NTPC signed a shareholder agreement with Maharashtra State Power Generation Company for the acquisition of Sinnar Thermal Power Limited. The transaction, valued at over ₹3,800 crore, relates to a coal-based power asset with an installed capacity of 1,350 MW located in Maharashtra. Following completion, NTPC Group’s total installed and commercial capacity will expand further, strengthening its presence in the thermal power segment.
Hospitality stocks also drew attention after Lemon Tree Hotels approved a strategic reorganisation involving its subsidiary Fleur Hotels. Under the approved plan, a Warburg Pincus affiliate will acquire the entire stake held by an existing investor in Fleur, alongside a primary capital infusion of up to ₹960 crore. The company disclosed that Fleur is proposed to be listed as a separate entity on Indian stock exchanges, subject to regulatory processes.
In the metals space, Vedanta received approval from the National Company Law Tribunal for a scheme of arrangement involving multiple subsidiaries. The sanction enables internal restructuring across aluminium, power, energy, and iron and steel businesses, in accordance with applicable corporate and insolvency laws.
Quarterly earnings and financial performance updates
Retail sector heavyweight Avenue Supermarts reported a solid performance for the December quarter, with consolidated profit rising by over 18% year-on-year and revenue increasing by more than 13%. The company also announced a leadership update, appointing its CEO-designate as Chief Executive Officer and Key Managerial Personnel. The results reflect steady consumption trends and disciplined cost management during the quarter.
State-owned Indian Renewable Energy Development Agency (IREDA) delivered a strong set of numbers, reporting a near 38% year-on-year rise in net profit for the third quarter. Net interest income also recorded robust growth, supported by higher loan disbursements and improved interest spreads. The performance underscores continued momentum in renewable energy financing activity.
Several companies are scheduled to announce their quarterly results during the session, including large IT services firms and consumer-facing businesses, adding to the list of stocks to watch today from an earnings perspective.
Real estate, retail and consumption-linked business updates
Real estate developers reported mixed trends during the quarter. Signature Global disclosed a decline in pre-sales and area sold on a year-on-year basis, while collections improved, indicating steady cash inflows despite softer booking volumes. Ashiana Housing also reported a moderation in booking volumes and value, reflecting cautious buyer sentiment in certain segments.
In contrast, Embassy Development reported a sharp sequential improvement in pre-sales and collections, highlighting recovery momentum across its residential and commercial portfolio. Phoenix Mills reported strong operational performance across its retail and hospitality assets, with consumption growth supported by festive demand and higher footfall across malls. The company also reported improved hotel performance and higher residential sales during the quarter.
In the automobile sector, Mahindra & Mahindra’s December business update showed an increase in overall sales volumes and production on a year-on-year basis, while exports recorded a decline. The update provides insights into domestic demand resilience and manufacturing activity.
Corporate actions, board decisions and governance disclosures
Governance-related announcements featured prominently in the share market today. Akzo Nobel India announced a reconstitution of its board and top management, including the appointment of a new Chairman and the redesignation of its Managing Director as Joint Managing Director and Chief Executive Officer.
Spandana Sphoorty Financial disclosed that its board has granted in-principle approval to evaluate the merger of its subsidiary into the parent company. A steering committee has been constituted to examine the structure and terms of the proposed merger, subject to regulatory and shareholder approvals.
ICICI Lombard General Insurance informed exchanges about an internal inquiry following an inadvertent disclosure of draft financial information by a designated employee. The company stated that the matter is being examined in line with its insider trading code and applicable SEBI regulations.
Bulk and block deal activity
Institutional activity remained visible through bulk and block deals. A foreign institutional investor acquired a small stake in Tata Capital through a block transaction, while MTAR Technologies saw a stake purchase by an overseas institutional entity. EPW India continued to witness stake reduction by an existing investor through market transactions.
These transactions reflect portfolio rebalancing by institutional investors and do not involve changes in promoter control or management.
Broader market context
Overall, stocks to watch today span power generation, retail, hospitality, real estate, renewable energy financing, manufacturing, and financial services. Corporate disclosures released ahead of the trading session provide insights into earnings performance, capital allocation, governance practices, and sector-specific demand trends.
Market participants are expected to assess these developments alongside global cues, interest rate expectations, commodity price movements, and institutional flows while forming their views in the share market today. Company-specific fundamentals and regulatory disclosures remain central to near-term market interpretation.
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