Categories: Business

Stocks to watch: Fresh Week, Fresh Month, Old Cautions

As Indian stock markets start a fresh trading week today, investor community would be carefully treading towards market calls and the guidance. Bullish forces would want to get the opportunity whereas bearish side would want their pull down to continue.

Published by
Kshitiz Dwivedi

Indian Stocks markets open this trading week today on hopeful term, following the boost from GDP Q1 data. Here's a closer examination of stocks to watch today in the Indian stock markets for September 1, 2025, as investors gear up for a session defined by recent news, earnings, regulatory developments, and sector trends.

ALSO READ | India’s Q1 GDP 7.8% Boost- Too Early to Celebrate?

Power and Infrastructure in Focus

Torrent Power takes centre stage following the signing of a giant order from MP Power Management Company to purchase power from a new 1,600 MW coal-fired power plant on a DBFOO basis. This huge ₹22,000 crore project announcement puts the stock in a positive light, with hopes of enhanced future profits and sector outperformance.

Adani Power too is under the limelight after bagging a Letter of Award to provide power from its upcoming 800 MW facility in Madhya Pradesh. Power shares are also supported by bullish sector conditions and well-timed investment in infrastructure.

Key Developments in Industrials and Pharma

Bharat Heavy Electricals Limited (BHEL) was in the limelight after it entered into a licensing agreement with DRDO to produce fused silica radar domes for missile guidance. This deal enhances BHEL's reputation as a defence and indigenous technology major and could trigger more investor interest.

Aurobindo Pharma is under the scanner when its Sangareddy API manufacturing plant issued five procedural observations by the US FDA, with no data integrity issues. The market will be watching how these procedural problems take shape.

Lending and Renewables

NHPC Limited has been approved with a reworked borrowing scheme of up to ₹10,000 crore for FY26, reflecting heightened activity in renewables and long-term growth prospects. Investors will monitor bond issuances and project implementation closely.

Consumer, Auto, and Tech Updates

Ather Energy will be watched for its aggressive retail and platform growth strategy to aim for a greater proportion of the electric scooter market, while Sterlite Technologies will be monitored after a US court ruling impacting its finances.

Index and Market Sentiment

Benchmark indexes are under strain following a recent correction cycle, with Nifty touching a vital support level of 24,300-24,200 and Sensex around 79,800. There is sector rotation: while Realty, Auto, and IT trail, FMCG shares shine due to GST hopes. Foreign investors sell net, keeping the near-term mood guarded.

Stocks to Keep On Radar

  • Reliance Industries Ltd
  • Torrent Power
  • Adani Power
  • BHEL
  • Aurobindo Pharma
  • NHPC Limited
  • Ather Energy
  • Sterlite Technologies

Investor attention will be on news surrounding project awards, regulatory hurdles, operational reports, and macroeconomic signals, guiding trading volumes in today's session.

Kshitiz Dwivedi
Published by Kshitiz Dwivedi