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After a strong week where both Sensex and Nifty jumped over 4 per cent, the mood today is more measured. Global cues are stable, but the real action is local, with a flurry of earnings, margin trends, and strategic updates driving individual names.
Here's a curated list of stocks that could make moves today—and why they deserve your attention.
HDFC Bank: A solid quarter, but all eyes on deposits now
The private banking heavyweight posted a Rs 17,616 crore net profit—up 6.7 per cent YoY. Net interest margins held up better than feared, and asset quality improved. But deposit growth is still trailing, and the loan-to-deposit ratio remains elevated at 96.5 per cent. HDFC Bank also announced a Rs 22/share dividend.
Watch for: investor reaction to deposit rate cuts, and commentary on merger integration.
ICICI Bank: More aggressive than HDFC — and it shows
Profit jumped 18 per cent to Rs 12,630 crore, with net interest margins at a healthy 4.41 per cent. ICICI Bank looks lean and aggressive, and its dividend of Rs 11/share won't hurt either.
Watch for: momentum continuing from Friday's rally.
Infosys: Muted growth guidance spooks the Street
Infosys delivered Rs 7,033 crore in profit, but the FY26 revenue growth forecast (0-3 per cent) raised eyebrows. The stock took a hit post-results.
Watch for: whether the stock stabilises or sees more selling, especially relative to TCS and HCL Tech.
BHEL: A PSU back from the dead—or just a hot streak?
BHEL logged a 19 per cent rise in FY25 revenue and a record Rs 92,000+ crore in new orders. The total order book now stands at Rs 1.95 lakh crore. But execution will be key.
Watch for: whether this PSU momentum can sustain, or if the stock starts cooling after its rally.
YES Bank: Profit up, provisions down—but story remains fragile
Net profit surged 63 per cent YoY to Rs 738 crore. YES Bank's NII rose nearly 6 per cent, but questions linger on sustainability.
Watch for: any bounce, and how seriously institutional investors are taking this "recovery."
Jio Financial Services: Lending and leasing arms firing, but profits not keeping pace
Revenue grew 18 per cent YoY to Rs 493 crore, but profit rose just 1.8 per cent. The digital finance narrative is strong, but the market expects more.
Watch for: price action in a low-volume stock, and any developments.
TCS: Doubling down on GenAI
TCS partnered with Vianai Systems to build GenAI (generative AI) tools for businesses. The move strengthens its positioning in enterprise AI, but execution timelines remain unclear.
Watch for: sentiment spillover from Infosys and broader IT trends.
Gensol Engineering: The unravelling continues
With SEBI and now the MCA digging deeper into its finances, Gensol Engineering is under regulatory fire. Shares have already crashed 90 per cent from their peak.
Watch for: more downside or a dead-cat bounce. Risky territory.
HAL (Hindustan Aeronautics): Brokerage love returns
Motilal Oswal called HAL one of their top picks, citing a Rs 1.8 trillion order book and a Rs 6 trillion pipeline. Target price: Rs 5,100 (21 per cent upside).
Watch for: investor interest in defence PSUs post-results.
Castrol India: A quiet compounder?
Falling crude prices may lift margins, and Motilal Oswal sees a 29 per cent upside. With new product launches lined up, this could be a slow-burner.
Watch for: any breakout above recent resistance levels.
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