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Stocks to Watch on Monday: A range of companies across infrastructure, energy, defence, and financial services are likely to be in focus following key developments over the weekend. Positive order wins, strategic investments, overseas acquisitions, and regulatory updates could drive investor sentiment. PSU banks may also see action amid the government push for higher credit growth. Waaree Energies, Mazagon Dock, BHEL, HAL, Piramal, and PSU banks came into focus post major deals, orders, and dividend news. Ahluwalia and ITD Cementation win big projects at home and abroad. Broader market attention will remain on themes like renewable energy, capital goods, financial inclusion, and corporate governance. Here are the key stocks to watch ahead of Monday’s session. Here's the list of stocks to watch:
By Megha Rani June 29, 2025, 12:42:27 PM IST (Updated)
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Waaree Energies Ltd | Waaree Solar Americas, a unit of the company, has secured a significant order for the supply of 540 MW solar modules from a US-based developer of utility-scale solar and energy storage projects. The order was booked on June 27, 2025 and reflects WAAREE’s expanding global footprint in renewable energy solutions.
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Mazagon Dock Shipbuilders Ltd | The board of state-owned Mazagon Dock has approved the acquisition of a controlling stake in Colombo Dockyard PLC, a Sri Lanka-listed shipbuilding firm, for $52.96 million (approx ₹452 crore). The acquisition will be made from Japan's Onomichi Dockyard Co., marking Mazagon’s strategic overseas expansion in maritime infrastructure.
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Ahluwalia Contracts (India) Ltd | The company won two large domestic construction projects with a total contract value of ₹1,103.56 crore, further strengthening its order book in the infrastructure and real estate space.
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Bharat Heavy Electricals Ltd | BHEL got a new order from Adani Power on June 27 to supply important equipment and oversee work for six large thermal power units, each with 800 MW capacity.
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Piramal Enterprises Ltd | Piramal has invested ₹700 crore into its own finance arm, Piramal Finance Ltd, through a rights issue. The money will be used to support the business and other general needs.
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Hindustan Aeronautics Ltd | HAL has announced a final dividend of ₹15 per share for FY25, which is 300% of the share’s face value. August 21 is the record date to check who will get the dividend.
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ITD Cementation India Ltd | The company has won a big overseas project worth $67.4 million (around ₹580 crore) to build a jetty for the Ruwais LNG project in Abu Dhabi.
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PSU Bank sector | Following a key meeting with the Finance Minister, government officials stated that PSU banks have been urged to accelerate credit disbursal, aiming for higher credit growth than last fiscal. The sector continues to show improved asset quality, with net NPA falling to 0.52% as of March FY25.
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Adani Group stocks | The United States Securities and Exchange Commission (SEC), in a court filing to the US District Court of New York, has conveyed that summons and complaints against Gautam Adani and Sagar Adani have yet to be served on them. The case pertains to allegations levelled by the SEC against Gautam Adani and Sagar Adani. In November 2024, the SEC had alleged violations of US federal laws, with Gautam Adani and Sagar Adani making “false and misleading” representations about Adani Green Energy with respect to a debt fund raise of $175 million in September 2021.
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Central Bank of India | The lender has acquired 24.91% in Future Generali India Insurance and 25.18% in Future Generali India Life Insurance. The move follows key agreements with the Generali Group and marks a strategic push of the lender into the insurance space.
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Asian Paints | India's largest paint manufacturing company, has announced that it has acquired the remaining 40% equity stake in Obgenix Software Private Limited, which operates under the brand ‘White Teak’, for a cash consideration of ₹188 crore.
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NLC | The state-run firm has received a Letter of Award (LoA) from NTPC Ltd to develop a 450 MW interstate transmission system (ISTS)-connected wind-solar hybrid power project.
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Banking and insurance stocks | Government officials have raised concerns over mis-selling practices, especially via bank-led channels. Insurers have been advised to adopt transparent sales methods, offer reasonably priced policies, and improve claim processing speed. The shift in regulatory tone could influence operational strategies for major financial institutions going forward.
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Bharat Forge Ltd | Following a fresh development in the ongoing family dispute within the Kalyani Group, Bharat Forge is in spotlight. Sugandha Hiremath, sister of group patriarch Baba Kalyani, has accused another brother, Gaurishankar Kalyani, of siphoning assets from the family’s Hindu Undivided Family (HUF) structure. The legal battle, centred around the ownership and control of group assets, investments, and properties, could draw investor attention given Bharat Forge’s prominent ₹62,000 crore market capitalisation.
