Stocks To Watch Today: TATA Motors, Oil India, Alkem Laboratories, Shriram Finance, BEML, Power Grid Corporation, Waaree Energies And Many Other In Focus

Stocks to Watch Today, September 29, 2025

Indian markets are set for a positive start this Monday, with GIFT Nifty futures trading over 100 points higher in early hours. Despite mixed signals from global markets, sentiment at home appears optimistic. As of 7:44 AM, GIFT Nifty was up 108.5 points at 24,813.5, hinting at a strong open for both Sensex and Nifty.

Looking ahead, the week is expected to stay action-packed. All eyes will be on the RBI’s monetary policy decision, which could set the tone for interest rate expectations. Investors will also track updates on the India-US trade deal, any movement on US tariffs, and key macro data releases, both global and domestic.

Meanwhile, global markets painted a mixed picture. In Asia, Japan’s Nikkei was down, but South Korea’s Kospi and Hong Kong’s Hang Seng posted gains. In the U.S., the S&P 500 and Nasdaq ended higher, while the Dow slipped slightly.

Stocks To Watch Today

Auto & Mobility

• Tata Motors:

  • Shailesh Chandra appointed as MD & CEO for 3 years, effective Oct 1, 2025.

  • Dhiman Gupta appointed as new CFO, effective Nov 17, 2025.

  • PB Balaji resigns as Group CFO to join Jaguar Land Rover UK as CEO.

  • Girish Wagh resigns as Executive Director; to lead TML Commercial Vehicles as MD & CEO.

• Oil India:

  • Discovered natural gas at Vijayapuram-2 exploratory well in Andaman Shallow Offshore Block.

  • Initial tests confirm gas inflow; further evaluations ongoing.

• Jindal Steel:

  • Commissioned Blast Furnace-II at Angul plant, doubling hot metal capacity to 9 MTPA.

  • Becomes India’s largest single-location steel facility.

Pharmaceuticals & Healthcare

• Alkem Laboratories:

  • Signed Business Transfer Agreement with Alkem Wellness.

  • Trade generics business transferred on a slump sale basis effective Oct 1.

• Amanta Healthcare (Q2FY26):

  • Profit of ₹3.5 crore vs. ₹0.36 crore loss YoY.

  • Revenue down 4.1% to ₹65.3 crore.

Financial Services

• Shriram Finance:

  • Invested ₹300.05 crore in subsidiary Shriram Overseas via rights issue.

• Zaggle Prepaid Ocean Services:

  • Signed SaaS Partnership Agreement with IDFC First Bank to offer corporate solutions.

Hospitality & Real Estate

• Lemon Tree Hotels:

  • Neelendra Singh appointed MD; Kapil Sharma named Executive Director & CFO for 5 years.

  • Patanjali Keswani appointed Executive Director & Chairman for 18 months.

• Ceigall India:

  • Subsidiary received appointed date from NHAI for ₹981 crore highway project in Punjab.

  • JV with JSP Projects wins ₹509.2 crore GMADA infrastructure project.

Agri & FMCG

• Godrej Agrovet:

  • Signed MoU with MoFPI to invest ₹960 crore in new processing and research facilities.

• Hindustan Unilever (HUL) – Q2 Update:

  • 40% of portfolio now under 5% GST post-reform.

  • Q2FY26 growth expected to be flat to low single digit.

  • Recovery expected from November with rising disposable incomes.

Industrials & Manufacturing

• BEML:

  • Signed tripartite MoU with Bharat Forge and Data Patterns for DRDO’s AMCA programme.

• Azad Engineering:

  • Signed ₹651 crore long-term contract with Mitsubishi Heavy Industries for turbine components.

• PG Electroplast:

  • Subsidiary PG Technoplast acquired 50-acre land in Sri City, Andhra Pradesh.

  • Plans to invest ₹1,000 crore in new manufacturing campus.

• Vascon Engineers:

  • Signed MoU with Adani Infra to be execution partner for five years.

  • Three projects (~13.15 million sq ft) already identified in Mumbai.

• Interarch Building Solutions:

  • Investing ₹100 crore in Andhra Pradesh plant to expand capacity for steel buildings and tech infra.

• Deepak Nitrite:

  • Subsidiary Deepak Chem Tech commissions hydrogenation plant in Dahej at ₹115 crore capex.

Energy & Power

• Power Grid Corporation:

  • Approved ₹705.5 crore in new projects.

    • ₹209.68 crore: VOIP communication systems.

    • ₹495.83 crore: Disaster preparedness systems (ERS) under Make in India.

• Waaree Energies:

  • Acquired 76% stake in Racemosa Energy for ₹53 crore.

Corporate Announcements

• Allied Blenders & Distillers:

  • CFO Anil Somani resigns (effective Oct 9); Jayantt Manmadkar appointed CFO from Oct 10.

• Sky Gold and Diamonds:

  • Siddharth Sipani appointed CFO effective Sept 27.

• Chambal Fertilisers & Chemicals:

  • ₹526.84 crore GST penalty imposed for FY19–FY23 on subsidy claims and ITC usage.

• Godawari Power and Ispat:

  • Six employees dead, six injured in plant accident at Siltara, Raipur.

• Birlasoft:

  • Reappointed Angan Guha as CEO & MD for two more years starting Dec 1.

• GNFC (Gujarat Narmada Valley Fertilizers):

  • Resumed operations at Dahej TDI-II plant after gas leak shutdown.

• Jaguar Land Rover (JLR):

  • UK government grants £1.5 billion loan guarantee post-cyberattack.

Market Moves – Bulk/Block Deals

• Morgan Stanley bought stakes worth ₹201.3 crore across 10 companies:

  • Bharat Electronics, Bharti Airtel, Eternal, Paytm, Hero MotoCorp, Varun Beverages, Axis Bank, Kotak Bank, Godrej Properties, Shriram Finance.

• VIP Industries:

  • Promoter entities sold 6.22% stake for ₹343.2 crore.

  • Multiples PE and Samvibhag Securities acquired 5.85% stake for ₹319.07 crore.

F&O Ban List

• In Ban:

  • RBL Bank

• Out of Ban:

  • Sammaan Capital

(With Inputs)

Also Read: Stock Market Today: Sensex And Nifty Open Higher In Green, Global Cues Boost Investor Sentiment