Stocks to Track as Markets Open Strong
- A 25 bps repo rate cut and Rs 1.45 lakh crore liquidity infusion pushed Sensex and Nifty higher, led by banking, financials, and IT stocks.
- CEAT, Biocon, LIC, ONGC, Lenskart, and others are in spotlight due to fund raising, regulatory approvals, leadership changes, and contract wins.
- While midcaps showed mild gains, smallcaps remained under pressure, signaling selective buying despite overall positive sentiment.
Indian equity markets enter the new trading week with positive sentiment after the benchmark indices ended Friday’s session on a strong note, supported by a key interest rate cut by the Reserve Bank of India (RBI) and multiple corporate developments across sectors.
On Friday, December 5, the RBI cut the repo rate by 25 basis points and announced plans to inject Rs 1.45 lakh crore into the banking system through bond purchases and dollar–rupee swap operations. The move lifted investor confidence and triggered broad-based buying across rate-sensitive sectors.
As a result, the Sensex closed 447 points higher at 85,712.37, gaining 0.52 percent, while the Nifty 50 climbed 153 points to settle at 26,186.45, up 0.59 percent. The BSE Midcap index posted modest gains, rising 0.21 percent, while the Smallcap index slipped 0.67 percent, indicating mixed movement in the broader markets.
Ajit Mishra, Senior Vice President (Research) at Religare Broking, said markets witnessed a volatile but positive session, with heavyweight stocks in banking, financial services, and IT leading the gains. He added that the RBI’s policy decision served as the main driver of the rally, especially after the central bank raised its FY26 GDP growth forecast to 7.3 percent and lowered its inflation estimate to 2 percent.
Investors will now track several stocks that are expected to remain active in today’s session.
CEAT will be in focus after its board approved the issuance of unsecured non-convertible debentures worth up to Rs 250 crore. The company also cleared an investment of IDR 3,800 million in its Indonesian subsidiary, PT CEAT Tyres Indonesia, signaling expansion plans in overseas markets.
Biocon is likely to see action after its arm, Biocon Pharma, received tentative approval from the US Food and Drug Administration (FDA) for its drug application for carbidopa and levodopa extended-release capsules, a medicine used to treat Parkinson’s disease.
Cochin Shipyard drew attention after signing a major shipbuilding deal with Denmark-based Svitzer. Under the agreement, the company will construct four fully electric tugboats, with an option to build four more, strengthening its position in the global green shipping segment.
Dynamite Technologies announced a strategic partnership with Dassault Aviation to manufacture the complete rear fuselage of Dassault’s Falcon 6X business jet in India, marking a significant boost for the country’s aerospace manufacturing ecosystem.
Life Insurance Corporation of India (LIC) will be watched after the government appointed Shalini Pandit as its nominee director on the company’s board. She replaces Parshant Kumar Goyal with immediate effect.
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ONGC also remains in focus after the board approved the reappointment of Arun Kumar Singh as Chairman and CEO, effective December 7, 2025.
Lenskart will be closely tracked as its one-month shareholder lock-in period comes to an end on December 8, potentially impacting trading activity.
Ola Electric reported the start of large-scale deliveries of vehicles powered by its indigenously developed 4,680 Bharat Cell battery, which promises better safety, range, and performance.
RailTel bagged an overseas contract worth Rs 14.4 crore from the Ministry of External Affairs to supply AI-enabled laptops.
Lastly, Dabur India received a green signal from NSE for the merger of its subsidiary, Sesa Care, under the proposed amalgamation scheme.
With policy support and company-specific triggers, markets are expected to stay active today.
