News

Stocks to Watch Today (October 29, 2025): Dalal street is set for stock-specific action today with SEBI’s new mutual fund proposals, key corporate deals, and a packed Q2 results lineup likely to drive sentiment. Here are the key stocks that can be on traders’ radar today.

TVS Motor remains in the spotlight after management commentary indicated that the company expects 8 per cent growth in the ICE segment during Q3 and Q4. Rural demand recovery and strong festive momentum are expected to support growth. The two-wheeler industry recorded 24 per cent growth during Navratri, while TVS reported 32 per cent growth. Entry-level vehicles performed well, and the company has started benefiting from the PLI scheme across products.

Energy majors BPCL and Oil India have signed agreements worth Rs 1 lakh crore for developing the Ramayapatnam Greenfield Refinery and Petrochemical complex, with a proposed capacity of 9–12 MMTPA. BPCL, Oil India, and NRL also entered into a pact for a cross-country product evacuation pipeline. Additionally, BPCL and FACT have signed a deal for trading organic fertilizers.

DCM Shriram announced the acquisition of four companies involved in industrial salt production and sales, covering 1,077 acres of salt lease land in Gujarat. The acquisition, valued at Rs 175 crore, is expected to be completed by June 2026 and will support backward integration for the company’s chemical business.

Aris Infra’s subsidiary signed agreements with Mumbai-based Transcon Group and Bengaluru-based Amogaya Projects, targeting real estate opportunities worth Rs 12,000 crore. The deals are expected to add Rs 9.6 crore in incremental EBITDA over the next five months.

Cohance Lifesciences announced leadership changes. Managing Director Dr. V. Prasada Raju has resigned, while CFO Himanshu Agrawal has been appointed as Additional Director and CFO.

Mazagon Dock has signed an agreement with Swan Defence and Heavy Industries for the design and construction of Landing Platform Docks (LPDs) for the Indian Navy.

CESC’s subsidiary received a 300 MW solar power project order from the Solar Energy Corporation of India (SECI) for a 25-year period.

Seamec Ltd signed an agreement with the Directorate General of Shipping involving an investment of Rs 1,000 crore, marking a major expansion in its maritime operations.

Asset management and broking stocks may be in focus today after SEBI released a consultation paper proposing major revisions to mutual fund regulations. The move aims to enhance investor protection and transparency by simplifying the 29-year-old regulatory framework. Key proposals include a simpler language and structure for the rules, significant changes to the Total Expense Ratio (TER) framework, and a reduction in equity scheme brokerage from 12 bps to 2 bps.

Investors will track Vedanta as the hearing on the company’s proposed demerger takes place today.

Shree Cement reported mixed quarterly results. Revenue stood at Rs 4,303 crore, up 15 per cent YoY (estimate: Rs 4,240 crore). PAT surged 198 per cent YoY to Rs 227 crore (estimate: Rs 220 crore). EBITDA rose 19 per cent to Rs 841 crore (estimate: Rs 960 crore), while margins came in at 19.5 per cent versus 15.9 per cent last year (estimate: 22.8 per cent). Cement sales volumes grew 6.8 per cent YoY, and premium product sales increased to 21.1 per cent of total trade volume. Management commentary remained positive on demand, citing infrastructure and housing growth.

Signature Global raised Rs 875 crore through NCDs to fund the development of mid-income housing projects.

The company secured an Rs 18 crore order from an Independent Power Producer for the supply of solar PV modules, to be completed by December 2025.

- Coal India, L&T (post-market) - PB Fintech (post-market) - HPCL (post-market) - LIC Housing Finance - APL Apollo, BHEL (post-market) - CG Power (1–3 PM) - Varun Beverages (11 AM–1 PM) - SAIL (post-market) - NMDC (post-market)

Abhay Shukla is a Senior Sub-Editor at Zee Business, where he covers the stock markets, corporate news, personal finance, technology, and auto sectors.

Prior to joinin