The Indian stock market is expected to open on a watchful note today, as investors digest a flurry of corporate developments , from major appointments and strategic investment announcements to Q1 earnings updates.
A mix of auto, banking, pharma, and defence-related stocks are under the spotlight.
Here’s a breakdown of the top stocks to watch today based on key updates and market-moving triggers:
Market Recap: A Strong Close on Monday
On Monday, benchmark indices posted healthy gains:
Sensex climbed 419 points to close at 81,018
Nifty advanced 157 points, ending at 24,722
The upbeat market sentiment was backed by positive global cues and better-than-expected earnings from select index heavyweights.
Stocks to Watch Today
Tata Motors
Tata Motors is likely to be actively traded today after announcing a significant leadership reshuffle. Group CFO P.B. Balaji has been appointed as the new Chief Executive Officer of Jaguar Land Rover (JLR), effective November 2025, replacing Adrian Mardell.
IndusInd Bank
Private sector lender IndusInd Bank confirmed that Rajiv Anand will take charge as Managing Director and CEO for a three-year term starting August 25, 2025, post the Reserve Bank of India’s approval.
BEML
Government-owned engineering firm BEML secured a new order worth Rs 282 crore from the Ministry of Defence to supply 8×8 high mobility vehicles.
This comes soon after the company posted a 12% rise in net profit to Rs 287.5 crore for Q4FY25. Revenue grew 9.1% YoY to Rs 1,652.5 crore.
Kaynes Technology
Electronics manufacturing services company Kaynes Technology (NSE: KAYNES) is drawing investor interest after announcing a major expansion push.
Its subsidiary, Kaynes Circuits, signed a non-binding Memorandum of Understanding (MoU) with the Tamil Nadu government, outlining a plan to invest Rs 5,000 crore over six years.
Paytm
All eyes are on One 97 Communications as media reports suggested that Antfin (Netherlands) Holding BV, part of the Alibaba Group, is likely to sell its 5.84% stake via block deals worth approximately Rs 3,800 crore. As of June 2025, Antfin held a 5.84% stake in Paytm.
DLF
Real estate giant DLF Ltd reported a stellar quarter:
Net profit jumped 16.5% YoY to Rs 762.6 crore
Revenue surged to Rs 2,716 crore, up nearly 2x from Rs 1,423 crore last year
Aurobindo Pharma
Pharma major Aurobindo Pharma reported a 10.2% drop in net profit to Rs 824.2 crore, missing analyst expectations despite a 4% YoY revenue rise.
Sona BLW
Auto component supplier Sona BLW posted weak numbers:
Net profit down 12.2% YoY to Rs 124.7 crore
Revenue slipped slightly to Rs 854 crore
Earnings Today
A slew of companies are set to announce their Q1FY26 results today. Watch for:
Bharti Airtel
Adani Ports
Lupin
Britannia
Alembic Pharma
Berger Paints
Exide Industries
Gujarat Gas
Gland Pharma
Torrent Power
Among real estate players, results from Prestige Estates, Keystone Realtors, and NCC are also expected.
Other notable names: Bharti Hexacom, Container Corporation, Aarti Surfactants, Jindal Saw.
IPOs Today: Mainboard and SME Segments
Mainboard IPOs
Aditya Infotech
Laxmi India Finance
SME Listings
Kaytex Fabrics
With high-profile management changes, large investments, defence orders, and earnings surprises, investors have a packed slate to navigate today. Market participants are advised to watch volatility in Paytm, gains in DLF and BEML, and sentiment-driven movements in Tata Motors and IndusInd Bank.
Stay tuned for post-market earnings reactions and block deal confirmations that could further shape tomorrow’s trading session.