Indian stock markets may open with a slight gain today. GIFT Nifty stood at 25,094. Investors will keep an eye on stocks like Bajaj Finserv, Mazagon Dock, Jupiter Wagons, Dr. Reddy’s, Tega Industries, and Bank of Baroda.
Stocks to Watch Today: Indian stock markets may open with a slight gain today, Thursday (September 11, 2025). GIFT Nifty Futures were trading 21 points higher at 25,094 at 8 AM. This indicates a modest opening for the major benchmark Nifty50.
Amidst mixed cues from global markets, investors will focus on domestic signals and specific stocks. In particular, positive indications regarding the India-US trade deal have strengthened sentiment. US President Donald Trump stated on Wednesday that he would discuss trade barriers with Prime Minister Narendra Modi. This has increased expectations for progress in the tariff dispute.
In such an environment, investors' attention will be particularly drawn to the stocks of a few select companies. Let's find out which stocks may see movement today.
Tega Industries: $1.5 Billion Acquisition Deal
Tega Industries, in partnership with Apollo Funds, has signed a Term Sheet to acquire Molycop for a $1.5 billion deal. This transaction can significantly strengthen the company's global presence and business.
The company's board meeting will be held on September 13, where plans for fundraising will be discussed. This deal could prove to be a major trigger for investors, and the stock may see action today.
Mazagon Dock Shipbuilders: Preparing for a Major Submarine Project Deal
Mazagon Dock Shipbuilders has initiated talks with the Indian Navy for the submarine project P-75(I). If this project materializes, it will lead to a significant increase in the company's order book.
Defense sector contracts often form the basis for stable long-term revenue. Therefore, the company's stock is set to be in focus today following this news.
Bank of Baroda: Impact of Interest Rate Cut
Bank of Baroda has reduced its MCLR (Marginal Cost of Funds-based Lending Rate). The bank has lowered its one-year MCLR by 10 basis points to 7.85 percent. Furthermore, the three-month MCLR has been reduced by 15 basis points to 8.20 percent. These changes will be effective from September 12.
This move is a welcome development for retail and corporate borrowers. Investors expect this to boost the bank's loan growth.
Muthoot Finance: Significant Investment in Subsidiary
Muthoot Finance has invested ₹199.99 crore in its subsidiary, Muthoot Homefin. The objective of this investment is to strengthen the capital base.
This step will help the company solidify its position in the housing finance segment. In the long term, this is a positive signal for both business growth and profitability.
Bajaj Finserv: Strong Performance in Insurance Business
- Bajaj Finserv's insurance subsidiary companies performed well in August.
- Bajaj Allianz General Insurance's premium stood at ₹2,063.22 crore.
- Bajaj Allianz Life Insurance's premium reached ₹1,484.88 crore.
These figures indicate consistent growth in the company's insurance business. Investors will therefore continue to focus on the stock.
Jupiter Wagons: Major Order from Railways
- Jupiter Wagons' subsidiary has received an order worth ₹113 crore from the railways. This order entails the supply of 9,000 LHB Axles.
- This order from the railway sector has opened new growth avenues for the company. This stock may be active in today's trading.
Deepak Fertilisers: Investment in Renewable Energy
Deepak Fertilisers has taken a significant step into Renewable Energy. The company will invest ₹13.2 crore in Murli Solar and SunSure Solarpark. This decision by the company is considered important for strengthening ESG (Environmental, Social, Governance) standards and increasing its presence in the green energy sector.
Highway Infrastructure: Strengthened Order Book from Toll Projects
Highway Infrastructure has secured an NHAI toll project worth ₹69.8 crore in Uttar Pradesh. Additionally, the company has also received a contract for a toll plaza in Rajasthan, which will commence on September 11.
These projects will further strengthen the company's order book and can have a positive impact on cash flow.
Dr. Reddy’s Laboratories: Major International Deal
Dr. Reddy’s Laboratories has completed the acquisition of the Stugeron brand from Johnson & Johnson in 18 Asian and European markets. The value of this deal is $50.5 million.
This acquisition will further strengthen the company in international markets. Investors may keep a close watch on the stock during today's session.
Keystone Realtors and RVNL Also in Focus
In addition, Keystone Realtors and RVNL (Rail Vikas Nigam Limited) will also be on investors' watchlists today. These stocks, related to the Realty and Infra sectors, have been in discussion recently and may see movement today.
