Power & Energy in Focus

NTPC will be tracked after the Central Electricity Authority approved capacity uprating at its Dadri unit. The company has also signed an MoU with EDF to collaborate on nuclear power development, indicating long-term expansion in clean energy.

NHPC is also in focus after the Cabinet Committee on Economic Affairs cleared a ₹26,069 crore investment for a 1,720 MW hydroelectric project in partnership with the Andhra Pradesh government.

Capital Goods & Infrastructure

Bosch may see movement after confirming plans to acquire Bosch Chassis Systems India for around ₹9,070 crore, consolidating its India operations.

KEC International has secured fresh orders worth ₹2,518 crore, adding to its order book across transmission and infrastructure segments.

RITES reported an increase of ₹39 crore in the value of its earlier order from NALCO, indicating incremental revenue visibility.

IT & Digital Services

Coforge has launched AI model squads aimed at helping clients build their own AI-agent teams, reflecting continued focus on enterprise AI adoption.

Info Edge reported steady growth in its recruitment business, with billings rising 7.45% YoY and segment growth at 9.5%.

Pharma Developments

Lupin received US FDA approval for two new drug applications, which may support its US market pipeline.

Hospitality & Block Deals

ITC Hotels could remain in focus after GQG Partners sold 1.3 crore shares at ₹152.7 per share via block deals, indicating stake reshuffling.

Logistics & Institutional Activity

Delhivery saw a 1.6% equity stake sale by Nexus at ₹442 per share. Institutional buyers included ICICI Prudential Mutual Fund and SBI Mutual Fund.

These developments are likely to drive stock-specific movements during today's session, with investors tracking execution timelines, institutional flows, and regulatory follow-through.