India's Most Crucial Stocks to Track Today
- Indian markets likely to open flat despite strong global cues, with GIFT Nifty down 2 points.
- Global markets rally, led by tech and AI stocks, boosting sentiment across Asian indices.
- Key stocks in focus include Siemens Energy India, Sunteck Realty, Dr. Reddy’s, Diamond Power, and Paras Defence due to major orders, approvals, and expansion updates.
Indian markets are expected to start flat on Tuesday even though global cues remain supportive. At 7:39 AM, GIFT Nifty futures were trading just 2 points lower at 25,994, indicating a muted opening for local equities.
Overnight, US markets ended sharply higher. Buying in artificial intelligence stocks and optimism around a potential US Federal Reserve rate cut lifted sentiment. The Nasdaq rose 2.69 per cent, the S&P 500 gained 1.55 per cent, and the Dow Jones advanced 0.44 per cent.
Asian markets also opened strong, mirroring Wall Street. Mainland China’s CSI 300 was up 0.63 per cent, Hong Kong’s Hang Seng gained 0.9 per cent, South Korea’s KOSPI rose 1.03 per cent, while Japan’s Nikkei traded 0.83 per cent higher.
Against this backdrop, several Indian companies will be in focus today based on corporate developments and quarterly updates.
Siemens Energy India reported strong Q4 FY25 numbers, with revenue rising 27 per cent to Rs 2,646 crore and profit after tax growing 31 per cent to Rs 360 crore. Its order backlog surged 47 per cent to Rs 16,205 crore compared to last year. The company’s board also recommended a 200 per cent dividend, or Rs 4 per equity share of face value Rs 2.
Diamond Power Infrastructure received a letter of intent from Adani Energy Solutions to supply 7,668 km of AL-59 Zebra Conductor for the Khavda project. The order is valued at over Rs 276 crore, giving the company a strong boost in its order pipeline.
Surya Roshni secured an order worth Rs 105.18 crore for supplying spiral pipes with external 3LPE coating. This adds to the company’s recent momentum in industrial and infrastructure projects.
Sunteck Realty announced a major overseas expansion into Dubai’s real estate market. The developer plans an ultra-luxury project pipeline worth AED 15 billion (around Rs 36,500 crore) over the next three years. The first project will be a high-end residential development in Downtown Dubai with a gross development value of AED 5 billion (about Rs 12,125 crore).
Dr. Reddy’s Laboratories received marketing authorisation from the European Commission for AVT03, its biosimilar of Prolia and Xgeva (denosumab). These drugs are widely used for treating osteoporosis, cancer-related bone loss, and other bone disorders, making this an important approval for the company’s global biosimilars portfolio.
Pavna Industries signed an MoU with the Uttar Pradesh government to set up a new project in the state, while Eris Lifesciences approved the acquisition of a 30 per cent stake in its subsidiary Swiss Parenterals Limited.
In other corporate updates, Cello World secured rights to the 'Cello' trademark for stationery and writing instruments on a zero-royalty basis. The company expects to generate around Rs 200 crore from this brand in the first full year of operations in 2026.
Ceigall India received a letter of intent to set up a 400/220 kV Velgaon GIS substation, and Niraj Cement Structurals won a Rs 220.14-crore order from NHIDCL for constructing a two-lane road with paved shoulders in Nagaland.
Meanwhile, Paras Defence and Space Technologies signed an MoU with the Inter-University Accelerator Centre to jointly develop a commercial-grade MRI magnet system, supporting India’s push for indigenous superconducting technology.
HUDCO partnered with the National Institute of Urban Affairs to develop joint programmes in urban infrastructure, and Apollo Hospitals expanded its network by opening a new facility in Swargate, Pune its third hospital in Maharashtra.
Lastly, Stallion India Fluorochemicals reiterated confidence in achieving its FY26 revenue growth guidance of 30-35 percent.
