10 Stocks Likely to Set Today's Trading Tone
- Markets stay positive with Sensex and Nifty extending gains.
- Corporate news in focus across IT, cement, travel, and finance stocks.
- Stock-specific action likely amid acquisitions, mergers, and policy updates.
Indian equity markets closed Monday’s session on a strong note, extending the rebound seen in the previous trading session, supported by positive global cues and a recovery in the rupee. The benchmark indices ended firmly in the green, reflecting broad-based buying across sectors.
The BSE Sensex gained 638 points, or 0.75 percent, to close at 85,567.48, while the NSE Nifty 50 advanced 206 points, or 0.79%, settling at 26,172.40. This marked the second consecutive session of gains for the frontline indices. Broader markets outperformed the benchmarks, with the BSE Midcap index rising 0.86% and the Smallcap index climbing 1.12%, indicating improving investor participation.
According to Ajit Mishra, Senior Vice President – Research at Religare Broking, markets started the week on a positive footing and moved higher by nearly a percent. After opening with a gap-up, the Nifty traded in a narrow range but held close to the day’s highs and gained momentum in the final hour of trade. Sectoral support remained strong, with IT, metals and auto stocks leading the rally, while broader markets mirrored the strength of benchmark indices.
Against this backdrop, several stocks are likely to remain in focus in today’s session due to key corporate developments and announcements.
HCL Technologies is expected to attract attention after the company announced that its software arm, HCL Software, plans to acquire Belgium-based startup Wobby. The acquisition is aimed at strengthening HCL’s generative AI capabilities by adding AI-powered data analyst agents that help enterprises extract insights faster from data warehouses.
Indian Hotels Company (IHCL) also remains in focus after announcing the signing of a Taj hotel in Cairo. This marks the iconic brand’s entry into Egypt, further expanding its international footprint.
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IRCTC is likely to see investor interest following the announcement that it will be excluded from the futures and options (F&O) segment starting February 25, 2026. However, all existing contracts for the December 2025, January 2026, and February 2026 expiries will continue to be tradable until their respective expiries.
Welspun Corp announced that it has completed the acquisition of an additional 4.11% stake in its subsidiary, Welspun Specialty Solutions, through a block deal worth around ₹109 crore. This takes Welspun Corp’s total shareholding in the subsidiary to 55.17 percent.
Lenskart is also in focus after its Singapore-based subsidiary approved the acquisition of 50% stake in Marco Optical (Thailand) Co from an existing investor, strengthening its presence in the Southeast Asian market.
Ambuja Cements, part of the Adani Group, has received board approval for two amalgamation schemes to merge ACC and Orient Cement into Ambuja Cements, creating a unified 'One Cement Platform'.
Other stocks to watch include Berger Paints, GPT Infraprojects, Sanghvi Movers, and LIC Housing Finance, which announced a reduction in home loan interest rates to 7.15% for new borrowers.
With positive sentiment and strong sectoral participation, these stocks are expected to see active movement in today’s trade.
