Stocks to watch today remain in focus as investors assess a combination of strong quarterly operating performances, strategic technology partnerships, regulatory developments, infrastructure activity, and leadership updates across multiple sectors. From record-setting steel production and artificial intelligence collaborations to regulatory clarifications in pharmaceuticals and large-scale infrastructure funding agreements, several listed companies have disclosed material information influencing sentiment in the share market today.
Share Market News – Highlights
- Major market-moving corporate developments
- Quarterly production and operating updates
- Corporate actions, regulatory disclosures and management changes
- Infrastructure, energy and public-sector developments
- Bulk deals and shareholding disclosures
- Broader market context
Key corporate developments shaping early market focus
Technology and manufacturing stocks are among the prominent stocks to watch today after several companies reported significant operational milestones. Infosys announced a strategic collaboration with artificial intelligence firm Cognition, aimed at accelerating enterprise software development using autonomous AI engineering tools. The partnership integrates Cognition’s AI software engineer Devin with Infosys’ proprietary Topaz Fabric platform, with the objective of improving engineering productivity and shortening development timelines across global client engagements.
Heavyweight metals major Tata Steel reported its strongest-ever quarterly performance in India, recording record crude steel production and delivery volumes during the December quarter. The company attributed the performance to higher output from key facilities, underscoring operational stability and execution efficiency during the period.
Pharmaceutical stocks also drew attention following regulatory disclosures. Cipla confirmed that recent inspectional observations issued by the US Food and Drug Administration relate to a third-party manufacturing partner supplying lanreotide injection for its US subsidiary. The company stated that it is evaluating the observations and will provide further disclosures if any material impact arises.
Quarterly production and operational performance updates
Tata Steel’s India operations delivered a standout performance during the third quarter of FY26. Domestic crude steel production increased by over 11% year-on-year, while delivery volumes rose by more than 14%, marking the highest quarterly output and dispatch levels achieved by the company in India. The milestone reflects stable demand conditions and consistent operational throughput across key production centres.
In the building materials segment, NCL Industries reported steady growth in its cement business during the quarter. Cement production and dispatch volumes both recorded a 5% year-on-year increase, indicating sustained construction activity in its operating regions. However, the company also disclosed a sharp decline in cement board production and dispatches, reflecting weaker demand in that specific product segment.
These operational disclosures contribute to sector-wide visibility on demand trends in infrastructure-linked industries, which continue to be closely monitored in the share market today.
Corporate actions, regulatory disclosures and leadership changes
Several companies announced regulatory clarifications and governance-related updates. Lemon Tree Hotels issued a formal clarification denying media reports suggesting discussions or negotiations for a stake acquisition by a private equity investor. The company stated that no proposals, agreements, or preferential allotments are under consideration, and termed the reports inaccurate.
Angel One informed exchanges that its board will consider a proposal for the sub-division of equity shares, along with the declaration of an interim dividend, at its upcoming board meeting. Any decision would be subject to regulatory approvals and applicable corporate governance norms.
In the mining sector, MOIL announced the appointment of a new Chairman-cum-Managing Director by the Government of India, marking a leadership transition at the state-owned manganese producer.
E-commerce platform Meesho reported changes within its senior management team, with a resignation and a reassignment of responsibilities among existing leadership, in line with internal organisational restructuring.
Infrastructure, energy and public-sector developments
Infrastructure and public finance stocks remain among the key stocks to watch today following multiple announcements. Housing and Urban Development Corporation (HUDCO) signed a non-binding memorandum of understanding with the Government of Chhattisgarh to potentially provide financial assistance of up to ₹1 lakh crore over five years. The proposed funding would support housing and infrastructure projects executed by state-controlled entities, subject to project appraisal and approvals.
IRB Infrastructure Developers reported strong toll collection growth during December, with aggregate gross toll revenues rising by nearly 12% year-on-year. The performance reflects sustained traffic movement across key road assets operated by the group.
In the renewable energy segment, Adani Green Energy disclosed that its subsidiary entered into agreements to supply solar-wind hybrid power to an industrial consumer from facilities located in Gujarat. The arrangement also involves equity participation to comply with captive power regulations, reinforcing long-term offtake visibility for the project.
Midwest received a long-term quarry lease work order from the Andhra Pradesh government, granting rights to extract coloured quartzite blocks over a defined land area for a 30-year period. The approval enables the company to commence quarrying operations in accordance with regulatory guidelines.
Bulk deals and shareholding disclosures
Institutional activity remained visible in the secondary market. HDFC Mutual Fund reduced its stake in TV Today Network through a bulk sale, while another investor acquired a smaller shareholding in the media company. As per disclosures, mutual fund schemes continue to hold a meaningful stake in the company.
Such transactions reflect routine portfolio adjustments by institutional investors and did not involve changes in promoter control or management structure.
Broader market context
Overall, stocks to watch today span technology, metals, pharmaceuticals, infrastructure, energy, hospitality, and financial services. Corporate disclosures released ahead of the trading session provide insight into operational performance, regulatory positioning, and strategic priorities across sectors.
Market participants are expected to evaluate these updates alongside global cues, commodity price movements, interest rate expectations, and institutional flows to determine near-term positioning in the share market today. As always, company-specific developments will be assessed within the broader macroeconomic and regulatory environment.
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