Stocks to Watch: Infosys, DRL, Torrent Power, Airtel, IRB Infra, PB Fintech, IRFC, JSW Infra, and SKF India

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Indian Benchmark Indices Stage a Strong Recovery Ahead of Key Events

On Tuesday, Indian benchmark indices made a notable comeback, rebounding from a six-session slump. The recovery comes at a crucial time as investors brace for the Reserve Bank of India’s (RBI) upcoming monetary policy announcement and the release of Q2 earnings reports. The BSE Sensex surged by 584.81 points, or 0.72%, closing at 81,634.81, while the NSE’s Nifty50 climbed 217.40 points, or 0.88%, to finish at 25,013.15. This positive momentum has set the stage for a keen focus on several stocks ahead of the market opening on Wednesday, October 9, 2024.

Q2 Earnings Reports to Watch

A number of companies are set to release their Q2 results today, which could significantly influence market sentiment. Notable among them are Lotus Chocolate Company, GTPL Hathway, Western Carriers (India), and Rhetan TMT. Investors will be closely monitoring these announcements for insights into the companies’ performance and future outlooks.

Corporate Actions Impacting Stock Prices

In addition to earnings reports, several corporate actions are expected to affect stock prices today. Jindal Saw will trade ex-split in a 1:1 ratio, which could attract investor interest. Meanwhile, Moxsh Overseas Educon will trade ex-bonus in a 3:1 ratio, potentially enhancing its appeal to shareholders. Additionally, Shraddha Prime Projects will trade ex-dividend, which may influence its stock performance as investors look to capitalize on dividend payouts.

Infosys Partners with Old National Bank

In a significant development, Infosys, a leading IT services provider, has announced a strategic collaboration with Nasdaq-listed Old National Bank. This partnership aims to leverage Infosys’ services, solutions, and platforms to transform operations and digitize processes using automation and generative AI (GenAI). This collaboration underscores the growing trend of financial institutions seeking technological advancements to enhance operational efficiency.

Dr. Reddy’s Laboratories Advances in Oncology

Dr. Reddy’s Laboratories has made headlines with its subsidiary, Aurigene Oncology, announcing promising Phase 1 results for Ribrecabtagene autoleucel (DRL-1801) from the SWASTH study. The Drugs Controller General of India has approved the commencement of the Phase 2 trial, marking a significant step forward in the development of innovative cancer therapies.

Bharti Airtel Clarifies Acquisition Speculations

Telecom giant Bharti Airtel has issued a clarification regarding media reports suggesting a potential acquisition of Tata Play from the Tata Group. The company emphasized that it regularly evaluates various opportunities for alliances and acquisitions as part of its business strategy. This clarification aims to quell speculation and provide transparency to investors.

Torrent Power Secures Major Energy Supply Contract

Torrent Power has received a letter of award from the Maharashtra State Electricity Distribution Company (MSEDCL) for a long-term supply of 2,000 megawatts (MW) of energy storage capacity from its InSTS-connected pumped hydro storage plant. This contract positions Torrent Power as a key player in the energy sector, aligning with India’s growing focus on sustainable energy solutions.

Regulatory Scrutiny for PB Fintech and Nuvama Wealth Management

PB Fintech, the parent company of Policybazaar, is under scrutiny from the Insurance Regulatory and Development Authority of India (IRDAI) following an inspection of its insurance web aggregator subsidiary. The regulator issued a show-cause notice highlighting several observations. Similarly, Nuvama Wealth Management has received an administrative warning from the Securities and Exchange Board of India (Sebi) after an inspection of its merchant banking activities. Both companies have stated that these regulatory actions will not materially impact their operations.

IRB Infrastructure Reports Strong Toll Revenue Growth

IRB Infrastructure Developers has reported a robust 19.2% year-on-year growth in collective toll revenue for September, generating ₹501.8 crore compared to ₹421 crore in the same month last year. This growth reflects the company’s strong operational performance and the increasing demand for infrastructure development in India.

SKF India Plans Business Segregation

SKF India has announced its board’s in-principle approval to segregate its automotive and industrial businesses through a scheme of arrangement. This strategic move aims to enhance operational efficiency and focus on core business areas, with the immediate incorporation of a wholly-owned subsidiary for the proposed demerger.

Premier Energies Expands Solar Module Supply

Premier Energies, a recent market entrant, has signed a module supply agreement with BN Hybrid Power-1 for the supply of 173.35 MWp of solar modules featuring advanced Topcon technology. These modules will be utilized in the 300 MW FDRE (wind, solar, and energy storage) Power Project in Barmer, Rajasthan, highlighting the company’s commitment to renewable energy solutions.

Indian Railway Finance Corporation Secures Financing

The Indian Railway Finance Corporation’s board has approved financing of up to ₹700 crore under a finance lease for 20 BOBR rakes procured under the General-Purpose Wagon Investment Scheme (GPWIS) of the Ministry of Railways for NTPC. This financing will support the expansion of railway infrastructure and enhance operational capabilities.

Leadership Changes at JSW Infrastructure

JSW Infrastructure has announced the resignation of Arun Maheshwari from his role as Joint Managing Director and Chief Executive Officer, effective November 7, 2024. Maheshwari will transition to a new role within the JSW group, marking a significant leadership change for the company.

Tax Demand for Timken India

Timken India has received a tax demand from the Income Tax Department for ₹25 crore concerning the Assessment Year 2021-22. The department has indicated that the income was calculated on the higher side, which may result in additional tax liabilities for the company.

Schneider Electric Infrastructure Faces Tax Dispute

Schneider Electric Infrastructure has encountered a setback as the Office of the Joint Commissioner of Commercial Taxes in Bengaluru has rejected its appeal for the financial year 2017-18. The Appellate Authority has upheld the earlier adjudication order, demanding a disputed amount of ₹2.21 crore, including interest and penalties.

Namo eWaste Management Expands Operations

Namo eWaste Management has acquired 2 acres of land in the Electronic Manufacturing Cluster in Ranga Reddy district, Telangana, for ₹3 crore. This land will be utilized for establishing an e-waste recycling plant, reflecting the company’s commitment to sustainable waste management practices.


Disclaimer: Business Today provides stock market news for informational purposes only and should not be construed as investment advice. Readers are encouraged to consult with a qualified financial advisor before making any investment decisions.

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