Stocks in Focus From Deals to Dividends

The stock market will remain active today with several important announcements, investments, order wins, and appointments that are likely to influence trading sentiment. Here’s a quick look at the companies making news:

Bharat Electronics: Bharat Electronics Ltd (BEL) has secured fresh orders worth Rs 1,092 crore since September 16. The orders cover a wide range of projects including electronic warfare (EW) system upgrades, defence network upgrades, tank subsystems, TR modules, communication equipment, electronic voting machines (EVMs), and spares.

Mahindra & Mahindra: Mahindra & Mahindra has signed an agreement with Tera Yatirim Teknoloji Holding Anonim Sirketi (TERA) to sell its entire stake in Sampo Rosenlew Oy (SAMPO) for Rs 52 crore. After this deal, SAMPO will no longer be a wholly owned subsidiary of M&M.

Blue Dart Express: Logistics major Blue Dart Express has announced a shipment price hike between 9% and 12%, depending on the product and customer profile. The new rates will take effect from January 1, 2026.

Indian Railway Finance Corporation: IRFC has signed two major loan agreements. The first is with Haryana Power Generation Corporation for Rs 5,929 crore to finance an 800 MW supercritical thermal power project in Yamunanagar. The second is with Maharashtra State Power Generation Company for Rs 10,560 crore to fund the 2x660 MW supercritical expansion project at Koradi Thermal Power Station in Nagpur.

Bank of India: Raghvendra Kumar, currently General Manager of Bank of India, has been promoted to Chief General Manager.

Tata Motors: Moody’s Ratings has revised the outlook of Tata Motors’ subsidiary, Jaguar Land Rover (JLR), from positive to negative after a recent cyberattack. However, JLR’s Ba1 rating has been maintained.

Mazagon Dock Shipbuilders: The state-run company has declared a final dividend of Rs 2.71 per share for FY25.

JSW Infrastructure: JSW Infrastructure’s subsidiary, Ennore Coal Terminal, has received a show-cause notice from the GST and Central Excise Commissioner’s office in Chennai. The notice demands Rs 96.58 crore in GST, along with interest and penalties.

Godrej Agrovet: Godrej Agrovet has received a warning letter from SEBI for late disclosure of a shareholding change in Astec Lifescience.

Thomas Cook India: Thomas Cook India has signed an MoU with the Ministry of Tourism to enhance destination experiences across India.

Indostar Capital Finance: Indostar Capital Finance has approved the sale of a part of its commercial vehicle loan book worth Rs 309.6 crore in dues to Phoenix ARC. The deal value stands at around Rs 220.3 crore and will help reduce its stressed portfolio.

Tata Steel: Tata Steel, Tata Steel Nederland, and the Government of the Netherlands have signed a non-binding joint letter of intent. The aim is to start the first phase of the transition to low-carbon steel production and improve the environment around the IJmuiden site.

Bombay Dyeing & Manufacturing Company: Vinay Singh Kushwaha, COO of Bombay Realty, has resigned from his post due to personal family reasons.

Concord Enviro Systems: Rochem Separation Systems (India), a subsidiary of Concord Enviro Systems, has acquired 100% stake in Pathak Utility, making it a step-down subsidiary.

Allcargo Gati: Allcargo Gati has announced a general price increase of 10.2% on express distribution services starting January 1, 2026. The hike is aimed at balancing rising operational costs while ensuring continuous investment in infrastructure and technology.

Aether Industries: Amansa Holdings bought 12.8 lakh shares worth Rs 94.27 crore, while Goldman Sachs sold 11.51 lakh shares worth Rs 84.6 crore.

Bharat Forge & DCX Systems: Motilal Oswal Mutual Fund bought 31.02 lakh shares in Bharat Forge for Rs 377.7 crore but sold 7.37 lakh shares in DCX Systems for ₹17.88 crore.

Sammaan Capital: ICICI Prudential MF picked up 43.47 lakh shares worth Rs 66.05 crore.

Hero MotoCorp: BNP Paribas Financial Markets acquired 19.52 lakh shares worth Rs 1,035.16 crore.

IndusInd Bank: BNP Paribas also purchased 1.06 crore shares worth Rs 771.12 crore.

Max Healthcare Institute: BNP Paribas sold 79.37 lakh shares worth Rs 882.4 crore.

AAA Technologies: Promoter Ruchi Anjay Agarwal sold 4 lakh shares for Rs 3.14 crore; the buyer was Craft Emerging Market Fund PCC – Citadel Capital Fund.

Mainboard: Solarworld Energy Solutions, Jaro Institute of Technology Management and Research, Anand Rathi Share and Stock Brokers, Seshaasai Technologies.

SME: True Colors, Ecoline Exim, Aptus Pharma, Matrix Geo Solutions, Bharatrohan Airborne Innovations.