Stocks to watch today remain in focus as markets track a mix of strong quarterly business updates, corporate restructuring moves, regulatory clarifications, infrastructure wins, and sector-specific developments. Several large-cap and mid-cap companies across consumption, infrastructure, energy, financial services, and technology have disclosed material updates that are expected to shape sentiment in the share market today.
Share Market News – Highlights
- Strong Q3 business updates across consumption and financials
- Key corporate actions, restructuring and approvals
- Infrastructure, energy and industrial developments
- Regulatory clarifications and operational updates
- Bulk deals and institutional activity
- Broader market context
Strong quarterly performance updates drive early focus
Consumer-facing businesses reported robust growth during the December quarter, supported by festive demand, store expansion, and improving operating leverage. Titan Company delivered a broad-based performance, with domestic operations expanding sharply while international revenues saw faster acceleration. Growth was visible across jewellery, watches, eyewear, and emerging lifestyle categories, supported by an expanding retail footprint across India and overseas markets.
Food and quick-service restaurant operators also reported steady momentum. Jubilant FoodWorks recorded double-digit revenue growth, aided by like-for-like sales improvement and continued network expansion. Store additions during the quarter strengthened the company’s nationwide presence, reinforcing its long-term growth strategy.
Godrej Consumer Products indicated a gradual recovery in domestic demand conditions, supported by easing inflation and improved consumer sentiment. Home care continued to outperform, while personal care showed signs of recovery, particularly in soaps. The company highlighted margin normalization driven by favorable input costs and disciplined cost management.
In the real estate segment, Lodha Developers reported strong pre-sales growth during the quarter, reflecting sustained housing demand across key metros. While collections moderated on a year-on-year basis, the company added multiple new projects with a substantial gross development value, expanding its future revenue pipeline.
Corporate actions, restructuring and strategic updates
Financial sector stocks featured prominently in today’s share market today as multiple lenders reported steady balance sheet trends. Kotak Mahindra Bank recorded consistent growth in advances and deposits, supported by stable CASA levels. Axis Bank also reported healthy expansion in both advances and deposits, reflecting continued traction across retail and corporate segments.
L&T Finance highlighted strong retail disbursement growth, driven by demand across consumer and small business lending. The company maintained a high retailisation ratio, underscoring its focus on secured and granular loan segments.
Utkarsh Small Finance Bank reported stable deposit growth and an improvement in CASA ratio, even as loan balances moderated slightly. The bank’s update reflected its ongoing efforts to strengthen its funding mix.
Among non-banking corporates, NBCC (India) announced fresh domestic project wins across education infrastructure in Odisha. These contracts add to the company’s order book and reinforce its execution pipeline in public-sector construction.
Pidilite Industries completed a strategic reorganisation of its investment exposure through a 100% share-swap transaction involving Pepperfry, resulting in a minority holding in the acquiring entity. The company clarified that the transaction does not involve related-party considerations.
Infrastructure, energy and industrial sector developments
Infrastructure-linked stocks remained in focus as IRB Infrastructure Trust secured tolling rights for a key national highway stretch in Odisha under a long-term concession framework. The project involves upfront consideration and long-duration operational responsibility, aligning with the trust’s asset monetisation model.
Energy sector updates were also closely tracked. ONGC reported progress on stabilising operations at its Andhra Pradesh gas well site following a recent operational incident. Senior management and crisis response teams have taken charge of on-ground operations, with safety protocols firmly in place.
Indian Energy Exchange clarified that no judicial directive has been issued on the market coupling framework, with the matter remaining under legal consideration. The exchange stated that proceedings are ongoing before the appellate authority.
Biocon highlighted its focus on oncology biosimilars, with its biologics arm set to showcase new products at a global healthcare forum. The move reinforces the company’s emphasis on expanding its biosimilars portfolio in regulated markets.
Regulatory clarifications and operational updates
Reliance Industries addressed market speculation by reiterating that it has not imported Russian crude oil for its Jamnagar refinery in the reported period. The company stated that all material information has been disclosed in compliance with regulatory norms, and clarified that certain third-party reports had since been corrected.
Fino Payments Bank announced a scheduled technology migration to a next-generation core banking platform. The bank informed customers about a planned service downtime during the transition period as part of its digital transformation initiative.
Yes Bank received regulatory clearance for the transfer of its demat undertaking under the retail segment to its securities subsidiary. The move is aimed at streamlining operational structure and enhancing service delivery.
Bulk deals and institutional activity
Institutional investors were active in the secondary market, with multiple bulk deals reported across small and mid-cap names. Venture and alternative investment funds increased exposure to select SME-listed companies, while partial stake sales were also recorded in certain counters.
These transactions reflected portfolio rebalancing by investors and did not involve any changes in promoter control or management structure.
Broader market context
Overall, stocks to watch today span consumption, banking, infrastructure, energy, and industrial sectors, with corporate disclosures providing insight into demand trends, balance sheet strength, and execution pipelines. Investors are also monitoring regulatory developments, commodity price movements, and global macro cues for broader direction in the share market today.
As the trading session unfolds, these updates will be evaluated alongside liquidity conditions, institutional flows, and sector-specific news flow, keeping several stocks in active focus.
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