Indian equity markets head into the final trading session of 2025 amid a dense flow of stock-specific triggers, regulatory updates, broker recommendations, and macroeconomic developments. From PSU counters and real estate plays to metals, telecom, and tech stocks, multiple themes are likely to drive intraday action.
Stocks to Watch on Management and Regulatory Developments
Titan, RBL Bank, and IREDA are in focus following top-level management changes, which could influence near-term sentiment and trading volumes.
IndiGo, Max Healthcare, SRF, and Leela Palaces may see volatility after receiving GST-related notices, potentially impacting earnings visibility.
Real Estate and PSU Action
NBCC attracted attention after selling 417 Amrapali housing units worth ₹1,045 crore through an e-auction, supporting its asset monetisation drive.
PSU-linked counters remain active as investors selectively position ahead of 2026 capex expectations.
Broker Calls and Stock Recommendations
Skipper (Buy): Analysts expect stronger export orders and long-term gains from India’s multi-year power transmission and distribution capex cycle.
Nazara Technologies (Buy): Brokerage optimism remains intact, citing portfolio restructuring and growth potential, with a target of ₹390.
Commodities and Metals in Focus
The government has allowed organic sugar exports up to 50,000 tonnes annually, benefiting niche sugar producers.
Steel stocks may react after India imposed a safeguard duty of up to 12% on select steel imports from China and Vietnam.
Rising gold prices — the strongest rally in over four decades — continue to reshape Indian consumer demand toward coins, bars, and ETFs.
Telecom, Infrastructure, and Global Developments
Telecom operators flagged right-of-way (RoW) challenges at Navi Mumbai Airport, seeking intervention from the Department of Telecommunications, while the Adani Group rejected cartelisation allegations.
Axis International initiated a USD 28.9 billion arbitration claim against Guinea over bauxite mining rights, drawing attention to global commodities litigation.
Policy, IPOs, and Market Regulation
The Ministry of Corporate Affairs extended the FY25 annual filing deadline to January 31, 2026, without additional fees.
IPO fundraising hit a record ₹1.76 lakh crore in 2025, while FMCG distributors urged SEBI to pause listings of loss-making quick-commerce firms.
SEBI also mandated NISM certification for AIF compliance officers, effective January 2027.
Big Picture: Economy and Outlook
India officially overtook Japan to become the world’s fourth-largest economy, with GDP estimated at USD 4.18 trillion, reinforcing long-term investor confidence as markets look toward 2026.
