Stocks To Watch Today: Will Dalal Street shrug off global worries, or just sort of take cues from the jittery vibe drifting across world markets?
Investors have a lot on their plate as trading starts on June 4, yeah. At 8:26 AM, GIFT Nifty was seen at 23,333, down 166 points, so it looks like a mostly flat but slightly negative start for Indian equities. The benchmark is not really signaling a hard, deep sell-off; still, caution is kind of the loudest signal right now. Market mood is staying tethered to rising Iran-US tensions, and that has kept crude oil prices higher, which then brings back the old fears about inflation and energy expenses. Overnight, global markets mirrored the same careful tone. In Asia, Japan's Nikkei slipped 1.7%, South Korea's Kospi dropped 1.81%, China's CSI 300 eased 0.35%, and Hong Kong's Hang Seng fell 0.59%.
Wall Street finished weaker as well, with the Dow Jones down 1.21%, the S&P 500 retreating 0.74%, and the Nasdaq losing 0.89%. In this backdrop, traders might stay half-focused on headlines from outside and half on how the market opens today, going forward.
Stocks To Watch Today On 4 June, 2026
Infrastructure, Engineering & Construction
- BHEL: BHEL landed a ₹2,000-2,500 crore Nigeria contract, proving its global engineering ambitions are running at full power.
- NBCC:Fresh orders worth ₹83.24 crore, including a Mumbai housing project, keep NBCC's order book steadily growing.
Metals, Mining & Natural Resources
- NMDC: NMDC's ₹40,000-50,000 crore investment roadmap signals aggressive expansion into mining, critical minerals, and future growth areas.
Automobile & EV Sector
- TVS Motor: TVS has started producing Norton motorcycles in India, bringing a premium British brand closer to domestic riders.
- Hero MotoCorp: Hero's flex-fuel motorcycle launch marks another step toward cleaner mobility and reduced dependence on conventional fuels.
- JBM Auto:JBM dominated India's electric bus market in May, capturing nearly half the segment's total registrations.
Renewable Energy
- Suzlon Energy: Suzlon wants to be more than a wind turbine maker, targeting a broader renewable energy ecosystem.
Pharmaceuticals & Healthcare
- Aurobindo Pharma: TheraNym strengthens Aurobindo's biologics manufacturing capabilities, positioning it for opportunities in high-growth healthcare segments.
- MedPlus Health:A temporary licence suspension at one Telangana outlet may keep investors attentive to regulatory compliance standards.
- AstraZeneca Pharma:The company has formally completed its manufacturing exit, marking the end of a long-planned operational transition.
Consumer & Retail
- Titan: Titan is sharpening its focus on premium watches, taking direct aim at established international luxury brands.
Financial Services
- Indiabulls: A ₹1,000 crore fundraising plan could provide fresh capital and flexibility for future business expansion.
- Central Bank of India: The appointment of a new CFO brings leadership continuity and financial oversight at a critical stage.
Defence & Drone Technology
- ideaForge TechnologyThe proposed ₹500 crore fundraising could support expansion plans and strengthen the drone maker's growth strategy.
Energy & Power Markets
- Indian Energy Exchange (IEX):Strong electricity trading volumes suggest India's power demand remains robust despite economic and geopolitical uncertainties.
Technology & Cybersecurity
- LTM: LTM's new cybersecurity offering with Cisco targets growing enterprise demand for secure cloud and hybrid workplaces.
Chemicals & Industrial Materials
- Agarwal Industrial Corporation: A ₹477.5 crore HPCL order provides significant revenue visibility and reinforces the company's infrastructure-linked business.
Agriculture & Sustainability
- Jain Irrigation Systems: The new biochar facility combines sustainability and commercial opportunity, turning agricultural waste into climate-focused solutions.
Aviation & Travel
- IndiGo:Kuwait flight suspensions highlight how geopolitical tensions can quickly spill over into airline operations.
Regulatory Watch
- Rajesh Exports: SEBI's serious allegations and forensic audit order place Rajesh Exports firmly under the market's microscope.
Bulk & Block Deal Watch
- Lenskart Solutions: SoftBank's stake sale attracted heavyweight institutional investors, reflecting continued confidence in Lenskart's growth story.
- GMR Airports: A large block deal changed hands smoothly, indicating sustained institutional interest in India's airport infrastructure sector.
- Inventurus Knowledge Solutions: Kedaara Capital's purchase signals investor confidence in the healthcare technology and services company's prospects.
- Balu Forge Industries: Fresh institutional buying suggests investors continue to see value in the engineering and manufacturing company.
Corporate Actions
- Bonus Ex-Date
- Trent
- Dividend Ex-Date
- Rallis India
- Technocraft Industries (India)
- Stocks in F&O Ban
- Amber Enterprises India
- Kaynes Technology India
Stocks Likely To Remain In Focus
BHEL | Titan | NMDC | TVS Motor | Hero MotoCorp | Aurobindo Pharma | IEX | JBM Auto | NBCC | Indiabulls | Rajesh Exports | Lenskart | GMR Airports | Suzlon Energy

