Stocks To Watch On 25 March 2026: BPCL, Maruti, NTPC Green In Focus

Indian markets look set for a positive start on 25 March 2026.

At 8:30 AM, GIFT Nifty was up 150 points and trading near 23,078. In Asian markets. Japan and South Korea have seen an increase of almost 3%. Meanwhile, a fall in Brent crude futures to below $100 a barrel has been positive for the oil-importing economy.

How Are Global Cues Shaping The Market Today?

The global setup feels a bit more stable than it did earlier this week. Hopes around easing tensions in West Asia have pushed crude prices lower, and that is feeding into market expectations.

Lower oil prices tend to reduce cost pressure across sectors. That is why oil-linked companies such as BPCL, HPCL, and Indian Oil Corporation are likely to stay on traders’ radar.

There is also a shift in global risk sentiment. While Wall Street ended lower, US futures have turned positive. Asian markets have already reacted to these signals, suggesting investors are willing to take on risk again, at least in the short term.

Which Stocks Are In Focus Today?

Stock-specific triggers are spread across sectors, and that could shape how the day unfolds:

Sanathan Textiles: Its subsidiary plans to buy a 26% stake in a Serentica Renewables unit to secure 32 MW of green power.

NTPC Green Energy: The company has entered into a tie-up with Nxtra Data to work on round-the-clock renewable power supply.

Bharat Petroleum Corporation (BPCL): A green hydrogen supply deal and a new bioethanol refinery have added to its near-term triggers.

Waaree Energies: It has approved a ₹3,900 crore investment for a glass manufacturing unit and increased its stake in a subsidiary.

Tata Steel: The company has put up to $180 million into its subsidiary, pointing to ongoing expansion.

Maruti Suzuki: A ₹10,189 crore investment has been cleared for a Gujarat plant with a target capacity of 2.5 lakh units.

SBI Card: Its share in credit card spending has climbed to 17.57% in FY26 so far, showing steady growth.

Swiggy: The platform fee has been raised to ₹17.58 per order.

TVS Motor Company: The board has approved an interim dividend of ₹12 per share.

Also Read - Tata Steel Invests ₹1,680 Crore In Its Foreign Subsidiary ‘T Steel Holdings’

What Are The Key Deals And Regulatory Triggers?

There is movement on the corporate side as well:

Welspun Corp: Its subsidiary has completed a stake purchase in a Saudi-listed firm.

Ceigall India: The company has secured orders worth ₹298 crore, even as one project has been cancelled.

ICICI Prudential Life Insurance: It is facing a tax demand of ₹391 crore for AY25.

New India Assurance: A tax demand of ₹189.37 crore has been raised.

HDFC Life Insurance: The company has received a tax order along with a penalty, together crossing ₹170 crore.

Thomas Cook India: It is investing in a joint venture to build a travel AI platform.

Rashi Peripherals: A mutual fund has trimmed its stake, while another investor has stepped in.

Jupiter Infomedia: Promoter selling has been matched by buying from institutional investors.

Jindal Poly Films: A bulk deal involving a 2.4% stake worth ₹93.6 crore has taken place.

The early setup suggests a supportive opening, but the real direction may depend on whether global signals hold through the session and how investors respond to stock-specific updates.

Sources

Moneycontrol

Business Standard