Stocks to Watch Today: PowerGrid, Lupin, IRFC | February 25

Stocks to Watch Today on February 25 are led by a major enhancement in investment delegation for Power Grid Corporation, fresh US regulatory approvals in the pharmaceutical sector, a government stake sale in Indian Railway Finance Corporation, robust quarterly earnings from select industrial companies, and new infrastructure order inflows. As the share market today opens, corporate filings across power transmission, rail infrastructure, pharmaceuticals, capital goods, and financial services are shaping today's stocks to watch.

PowerGrid Investment Limit Enhanced

The Cabinet Committee on Economic Affairs has approved an increase in the permissible equity investment limit for Power Grid Corporation of India from ₹5,000 crore per subsidiary to ₹7,500 crore per subsidiary, while maintaining the overall cap of 15 percent of the company’s net worth. The decision expands the company’s financial flexibility for investing in transmission projects, including ultra-high voltage AC (UHVAC) and high voltage direct current (HVDC) infrastructure.

This development is among the key triggers in stocks to watch today for intraday movements within the power transmission segment.

Government Offer for Sale in IRFC

The Government of India has announced an Offer for Sale (OFS) in Indian Railway Finance Corporation (IRFC), proposing to divest up to 2 percent equity stake, with a green shoe option of an additional 2 percent. The floor price has been set at ₹104 per share. The OFS opens for non-retail investors first, followed by retail participation.

The proposed divestment is aimed at complying with minimum public shareholding norms and will be executed through stock exchange mechanisms.

Pharma Regulatory & Compliance Updates

Lupin received approval from the US Food and Drug Administration (USFDA) for its Abbreviated New Drug Application (ANDA) for Brivaracetam Oral Solution (10 mg/mL), indicated for partial-onset seizures in patients aged one month and older. The product is bioequivalent to Briviact Oral Solution.

Dr Reddy’s Laboratories disclosed that the US Securities and Exchange Commission (SEC) has concluded its investigation related to allegations of improper payments and does not intend to recommend enforcement action at this time. The company had voluntarily disclosed the matter earlier and conducted an independent internal investigation.

Quarterly Earnings Snapshot

Schaeffler India (Q4 2025)

The company reported a 35.9 percent year-on-year rise in consolidated net profit to ₹322.4 crore. Revenue grew 27.5 percent to ₹2,724.2 crore. The board has recommended a dividend of ₹35 per equity share for the financial year 2025, subject to shareholder approval.

Elantas Beck India (Q4 2025)

Net profit increased 32.4 percent year-on-year to ₹39.4 crore, while revenue rose 9.3 percent to ₹215.2 crore.

DIC India (Q4 2025)

Net profit declined 36.3 percent to ₹4.6 crore despite a 5.8 percent increase in revenue to ₹231.9 crore.

Infrastructure & Rail Project Wins

HG Infra Engineering has been declared the lowest bidder by the National Highways Authority of India (NHAI) for a six-lane access-controlled Capital Region Ring Road project in Odisha under the Hybrid Annuity Mode. The project is valued at approximately ₹1,582 crore (excluding GST) and is scheduled for completion within 910 days.

Rail Vikas Nigam Limited (RVNL) received a Letter of Acceptance worth ₹270.22 crore from Central Railway for setting up traction substations and associated infrastructure in the Daund–Solapur section.

Renewable & Wind Energy Developments

Waaree Energies’ subsidiary, Waaree Forever Energies, secured a Letter of Award from the Solar Energy Corporation of India (SECI) for the development of a 300 MW wind power project in Dwarka, Gujarat. The project carries a long-term power purchase agreement spanning 25 years.

Capital Raising & Rights Issue

5Paisa Capital’s board approved raising up to ₹475 crore through a rights issue of fully paid-up equity shares, subject to regulatory approvals.

Technology & Cloud Partnerships

Hexaware Technologies expanded its collaboration with Amazon Web Services (AWS) to deliver AI-enabled software development lifecycle (SDLC) capabilities. The initiative integrates Hexaware’s RapidX platform to support enterprise cloud adoption and application modernization.

Bulk & Institutional Transactions

Embassy Office Parks REIT witnessed large institutional trades, where PPFAS Mutual Fund acquired units while Capital Income Builder, American Funds Global Balanced Fund, and Small Cap World Fund reduced holdings at the same transaction price.

Pine Oak Global Fund purchased shares in R&B Denims through a market transaction.

Companies Announcing Results Today

KSB, Sanofi India, Sanofi Consumer Healthcare India, AJC Jewel Manufacturers, Foseco India, Subam Papers, Supha Pharmachem, and Vasudhagama Enterprises are scheduled to release their quarterly earnings during the trading session.

Market Context

Additional corporate actions include stock trading ex-dividend for NBCC (India), stock split ex-date for Fynx Capital, and rights ex-date for Bhandari Hosiery Exports. Yashhtej Industries (India) is listed under SME segment developments. The share market today reflects developments across transmission infrastructure, pharmaceuticals, railway financing, renewable energy, and industrial manufacturing.

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