Stocks in Focus : Thursday, 1 January

The Indian stock market witnessed a bullish rally on the last trading day of 2025, propelled by short covering and a prevailing optimism that the upcoming year will surpass the current one. Expectations of earnings growth, the potential for an India–US trade agreement, and the resurgence of foreign investors in domestic markets contributed to a positive sentiment. The Sensex experienced an increase of 546 points, representing a 0.64% rise, closing at 85,220.60. This upward movement was primarily driven by the performance of Reliance Industries, Kotak Mahindra Bank, and Axis Bank. In the meantime, the Nifty 50 increased by 191 points, representing a 0.74% rise, closing at 26,129.60. The broader markets exhibited robust performance, as evidenced by the BSE Midcap index increasing by 1% and the Smallcap index rising by 1.19%.

“Markets concluded the last trading session of the calendar year positively, with the Nifty 50 increasing approximately 0.74%. The index commenced the session with a slight increase and steadily progressed towards the 26,200 mark throughout the trading day. Profit-taking in the final hour reduced some of the gains, leading the Nifty to ultimately close at 26,134. Sectoral participation exhibited a wide range, with energy, metal, and auto stocks standing out as the leading performers. The broader market exceeded the benchmarks, as both mid- and small-cap indices experienced an increase of nearly 1% each,” stated Ajit Mishra.

In light of current market conditions – Here is a compilation of stocks that could capture investor attention and are expected to show some activity today.

Equities to monitor :

  • Vodafone Idea is set to obtain Rs 5,836 crore from its promoter, the Vodafone Group, as part of the updated Implementation Agreement concerning the resolution of its enduring contingent liability with the promoters. This development is poised to draw interest from stock market investors on Dalal Street.
  • Hyundai India – The Korean automaker Hyundai has announced on Wednesday its decision to raise vehicle prices effective January 1, 2026, in response to the rising input costs.
  • NBCC India announced the acquisition of three domestic contracts, totaling a combined value of Rs 220.31 crore. Canara Bank has awarded a project valued at Rs 163.12 crore for its Bengaluru head office. Additionally, Navodaya Vidyalaya Samiti has issued two orders amounting to Rs 9.01 crore and Rs 48.18 crore for school infrastructure projects in Maharashtra and Telangana, respectively. This underscores the robustness of the company’s order book and revenue generation capabilities.
  • The Housing and Urban Development Corporation reported provisional loan sanctions amounting to Rs 1.39 lakh crore in the first nine months of FY26, with Rs 46,167 crore approved in the third quarter.
  • RBL Bank announced that its request to impose a temporary cap on foreign shareholding at 24% did not receive approval within the existing regulatory framework.
  • NCC announced that it has secured four new orders in December, totaling a combined value of Rs 1,237.24 crore, excluding GST.
  • Redington – the integrated technology solutions provider, announced that it has received a GST assessment order amounting to Rs 148.33 crore, which includes interest and penalties, from the CGST Gurugram commissionerate. This order relates to the alleged disallowance of input tax credit for the fiscal years 2019 to 2022.
  • Blue Dart Express’s subsidiary, Blue Dart Aviation, announced that tax authorities have largely retracted a proposed GST demand of Rs 420.79 crore for the period from April 2021 to March 2023, with only Rs 64.98 lakh remaining upheld after adjudication.
  • Indian Railway Finance Corporation has finalized a rupee term loan agreement with Maharashtra State Power Generation Company (MAHAGENCO) for a total sanctioned amount of Rs 5,000 crore, with Rs 3,000 crore already disbursed.
  • Berger Paints India – Promoter UK Paints (India) has acquired a 14.48% stake in the company from Jenson & Nicholson (Asia) as part of a restructuring initiative, increasing its total shareholding to 64.57%.