Stocks To Watch: Infosys, TCS, RIL, NTPC, BHEL, Maruti Suzuki, Pharma Stocks, And Others

Stocks to Watch on September 26: Markets closed lower on Thursday, with benchmarks extending their corrective phase. The Sensex fell 0.68% to 81,160 (down 556 points), while the Nifty50 slipped 0.66% to 24,891

(down 166 points). Analysts attributed the decline to persistent sectoral underperformance and continued FII outflows. “We advise traders to keep a check on positions and await greater clarity before taking aggressive bets,” said Ajit Mishra, Senior VP – Research, Religare Broking.

Here’s a look at key stocks likely to be in focus today:

NTPC

NTPC will begin commercial operations of 167 MW at Plot 1 of its Nokh Solar Project in Rajasthan from Friday. With this addition, NTPC’s total installed capacity will rise to 60,705 MW, while its group capacity will touch 83,863 MW, the company said in an exchange filing.

Maruti Suzuki

India’s largest carmaker reported a doubling of car bookings in rural markets in the second leg of the festive season that began with Navratri earlier this week. The surge has been attributed to government-led tax cuts boosting affordability.

BHEL

BHEL clarified that the Department of Investment and Public Asset Management (DIPAM) has not approved its proposed joint venture with REC Power Development and Consultancy. The matter was reviewed at BHEL’s board meeting on September 25, 2025.

Ceigall India

Ceigall India has received a letter of award worth Rs 509 crore from the Greater Mohali Area Development Authority (GMADA) for a road construction project.

Infosys, TCS, Wipro

IT stocks will be in focus after Accenture’s Q4 revenue slightly beat Wall Street estimates, supported by enterprise demand for AI-driven consulting, digitisation of core operations, and data-security projects. Analysts believe these trends bode well for Indian IT majors such as Infosys, TCS, and Wipro.

Afcons Infrastructure

Firoz Cyrus Mistry (son of the late Cyrus Mistry) and veteran banker Santosh Balachandran Nayar have joined the board of Afcons Infrastructure, part of the Shapoorji Pallonji Group. The move follows Pallon S Mistry’s appointment last month, signalling greater next-gen family involvement in the business.

Telecom Stocks

The Department of Telecommunications (DoT) has said that spectrum sharing for satellite communications (satcom) will require a stricter regulatory framework due to the potential for interference as new players enter the market.

Pharma Stocks

US President Donald Trump announced tariffs of up to 100% on imports of branded and patented pharmaceutical products from October 1, 2025, unless companies set up manufacturing plants in the US. The move could impact several Indian pharma exporters.

Hindustan Aeronautics (HAL)

The Ministry of Defence signed a Rs 62,370-crore deal with HAL for the procurement of 97 Light Combat Aircraft (LCA). Deliveries will begin in 2027-28 and continue over six years.

ABB India

ABB India announced a Rs 140-crore investment to expand and modernise its low-voltage motors manufacturing facility. The company also launched IE5 ultra-premium efficiency motors, reinforcing India’s position as a global innovation hub.

Reliance Industries

Reliance Consumer Products Ltd (RCPL) signed a Rs 40,000-crore MoU with the Ministry of Food Processing Industries to establish integrated food-manufacturing facilities across India, according to PTI sources. The agreement was signed at the World Food India 2025 event.

Nuvoco Vistas

Nuvoco Vistas received a show-cause notice from the Joint Commissioner (Prev), CGST & Central Excise, Raipur for the period FY20 to September 2024 of FY25. The notice alleges invoicing by carrying & forwarding agents without actual cement supply, demanding Rs 37.61 crore plus a penalty of Rs 74.87 crore, totalling Rs 112.48 crore.

RITES

RITES has secured an $18-million order from Talis Logistics, South Africa, to supply and commission overhauled in-service Cape-Gauge ALCO diesel-electric locomotives. The project will be executed within 6–8 months of receiving the advance payment.

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