Indian markets are set for an active session on Tuesday, December 2, 2025, with several companies announcing quarterly numbers, operational updates, project wins, management changes, and regulatory developments. Here is a detailed sector-wise breakdown of all the stocks likely to be in focus at market open today.
Auto & Auto Ancillaries – Stocks to Watch Today
Maruti Suzuki: Reported strong November production at 2.11 lakh units vs 1.68 lakh units YoY.
Hero MotoCorp: Total sales at 6.04 lakh units, ahead of estimates.
Force Motors: November sales up 53% YoY to 2,883 units.
NRB Bearings: Signed a JV agreement with Italian company Unitec for cylindrical roller bearings manufacturing.
Infrastructure, Engineering & Capital Goods – Stocks in Focus Today
GHV Infra Projects: Received Rs 109 crore work order for civil, MEP and finishing works in Jamshedpur.
KEI Industries: Started trial production of LT/HT cables at its new greenfield unit.
Afcons Infrastructure: Secured EPC orders worth Rs 884 crore in November.
IRB Infrastructure: Approved sale of 100% stake in VM7 Expressway to IRB InvIT; will act as project manager for 15 years.
Skipper: Tax demand of Rs 102.1 million dropped.
Cement & Real Estate – Key Stocks to Watch Today
Ambuja Cements: Commissioned its 4 MTPA brownfield clinker expansion in Bhatapara, Chhattisgarh.
Raymond Realty: Announced its BKC project with estimated revenue potential of Rs 2,000 crore.
Sunteck Realty: JV dispute at London Court of Arbitration withdrawn.
GEE Ltd: Secured a major real estate development contract in Thane for a 2.9 lakh sq ft project.
Shree Pushkar: Expanded into Bangladesh with a new subsidiary.
Power, Renewable Energy & Industrials – Stocks to Watch Today
Emmvee Photovoltaic Power: Q2 net profit surged to Rs 238 crore vs Rs 35 crore YoY; revenues rose to Rs 1,131 crore.
Vipul Organics: Expanded into membrane manufacturing.
Solex Energy: Started manufacturing 2.2 GW solar PV modules in Surat.
GMR Power: Expanded solar portfolio in Odisha with a new 10 MW project.
Defence – Key Defence Stocks in Focus Today
Bharat Dynamics Limited: Secured orders worth Rs 2,461.62 crore from the Indian Army.
Premier Explosives: Won a defence export order worth Rs 73.11 crore.
BEL: Formed JV with Safran for production of HAMMER precision-guided weapons.
Technology & IT Services – IT Stocks to Watch Today
Infosys: Received a tax penalty order of Rs 136 million.
Tech Mahindra: Announced merger of two European subsidiaries.
Hindalco Industries: Acquired 100% equity stake in EMMRL (EMIL arm).
CRISIL: CTO & CIO Zak Murad resigned effective December 1.
Financials & Banking – Top Financial Stocks to Watch Today
Aditya Birla Capital: Invested Rs 300 crore in its housing finance arm via rights issue.
Yes Bank: AT1 bonds matter scheduled for Supreme Court hearing Dec 3–4.
Manappuram Finance: Board to consider Rs 500 crore fundraise on Dec 5.
LIC: Appointed Ramakrishnan Chander as MD effective Dec 1.
Bajaj Housing Finance: Bajaj Finance likely to sell 2% stake via block deal.
City Union Bank: Expanded network to 900 branches with three new openings.
Karur Vysya Bank: Revised MCLR lending rates.
Indian Bank: Government appointed Mini T M as Executive Director.
Punjab National Bank: Amit Kumar Srivastava appointed Executive Director.
Canara Bank: Sunil Kumar Chugh appointed Executive Director.
Maha Bank (Bank of Maharashtra): Government to sell up to 6% stake via OFS.
Financial Sector (Overall): RBI Governor indicated room for a rate cut, boosting sentiment.
Pharma & Chemicals – Pharma Stocks to Watch Today
Eris Lifesciences: Acquired full control of Swiss Parenterals for Rs 423.3 crore.
Dr Reddy’s: Received European Commission approval for Avt03 (biosimilar to Prolia & Xgeva).
Alembic Pharma: Head–International Prashant Khandelwal resigned.
NACL Industries: CFO Anish Mathew resigned; arm approved Rs 250 crore rights issue.
Vipul Organics: Expanded into membrane manufacturing.
Balaji Amines: Received court summons under Drugs & Cosmetics Act.
Pharma Sector: WHO backed GLP-1 obesity drugs; US-UK tariff talks provided sector tailwinds.
Metals & Mining – Metals Stocks to Watch Today
Vedanta: S&P revised outlook to ‘Positive’ from ‘Stable’.
MOIL: Increased manganese ore prices by 3% effective December 1.
NMDC: Iron ore production up 11%, sales up 4.3% YoY.
Consumer & Retail – Consumer Stocks to Watch Today
Gopal Snacks: Completed trial run for large-scale namkeen production.
Speciality Restaurants: Entered development agreement with Coal Mines Associated Traders.
Indian Hotels: IHCL arm acquired 51% stake in ANK Hotels and Pride Hospitality.
Tata Communications: Arm acquired 51% in a US software firm for Rs 227 crore.
Info Edge: Reported 23% rise in hiring trends for November.
Media & Entertainment – Media Stocks in Focus Today
Reliance Industries: Star Television Productions merged with Jiostar effective November 30.
Panorama Studios: Fixed Dec 5 as record date for 5:2 bonus issue.
Telecom – Telecom Stocks to Watch Today
Vodafone Idea: Government expects to announce relief package contours by year-end.
Industrial Manufacturing & Miscellaneous – Stocks to Watch Today
East India Drums: Received LOA worth Rs 11.76 crore from IOC.
Syrma SGS: Began groundwork for new PCB plant in Andhra Pradesh.
Artson Engineering: Received Rs 6.47 crore order from Tata Projects.
Airfloa Rail Tech: Order book rises to Rs 455 crore after new rail and defence contracts.
Pavna Industries: Signed MoU with UP government for Rs 250 crore investment.
Metal Coatings (India) Ltd: CS & Compliance Officer Vidushi Srivastava resigned.
Ingersoll-Rand: Ex-date today for interim dividend of Rs 55.
Medinova Diagnostic: Ex-date today for amalgamation.
Mini Diamonds India: Ex-date today for stock split (1:5).
ASM and Circuit Filter Changes – Stocks to Watch Today
ASM Short-Term Framework: Rico Auto, VLS Finance.
Circuit Filter Reductions:
- Borana – 20% to 5%
- Venus Remedies – 10% to 5%
Disclaimer: This article is for news reporting purposes only and does not constitute investment advice. All information is based solely on the inputs provided, with no additional data or assumptions added.
