Key Stocks In Focus Today: Airtel, BPCL, Waaree And More

Indian markets could see stock-specific action today as several companies announced fresh developments after market hours. From regulatory changes and capital investments to order wins and leadership updates, here are the key stocks to watch today.

Which Stocks Are Exiting The F&O Segment?

The National Stock Exchange has announced the removal of Housing & Urban Development Corporation, Piramal Pharma, Tata Technologies, and Torrent Power from the Futures & Options (F&O) segment with effect from 29 April 2026.

The existing F&O contracts will be allowed to mature, but fresh F&O contracts will not be initiated after the said date. This could be of particular interest to traders who are actively trading F&O in these stocks. It will not directly impact the businesses of these companies but could indirectly affect trading volumes in the stock.

Where Are Investments And Orders Flowing?

Bharti Airtel

Bharti Airtel plans to invest ₹20,000 crore over the next few years to capitalise its non-banking financial company (NBFC) arm, Airtel Money. The telecom major will contribute 70% of the capital, while promoter group Bharti Enterprises will infuse the remaining 30%.

Waaree Energies

Waaree Energies has signed an agreement to expand a 2.5 GW electrolyser project in Uttar Pradesh. It has also secured a separate 500 MW solar module order.

Pace Digitek

Pace Digitek said its subsidiary Lineage Power has received a purchase order worth ₹158.7 crore from Reliance Industries for supplying Li-ion battery packs.

Signpost India

Signpost India has secured a ₹450 crore order from the Kolkata Municipal Corporation for exclusive outdoor advertising rights under the Kolkata Streetscape Renaissance project.

Patel Engineering

Patel Engineering, along with its joint venture partners, has emerged as the lowest bidder for a ₹133.25 crore irrigation contract in Maharashtra.

Silver Touch Technologies

Silver Touch Technologies has been selected by the Food Safety and Standards Authority of India as a Managed Service Provider (MSP) for digital transformation and application support.

Chalet Hotels

Chalet Hotels approved an investment of ₹632.8 crore to develop a 330-room luxury hotel in Hyderabad.

Samvardhana Motherson International

Samvardhana Motherson International has inaugurated a new manufacturing facility in Sanand, Gujarat, through its joint venture with Marelli to produce advanced exterior lighting systems.

Suraj Estate Developers

Suraj Estate Developers has completed the acquisition of 100% shares of Hally Pacific for ₹30.40 crore. The acquired company owns a land parcel in Prabhadevi, Mumbai, with an estimated gross development value of around ₹200 crore.

One Mobikwik Systems

One Mobikwik Systems said its subsidiary Mobikwik Securities Broking has received approval from the Bombay Stock Exchange (BSE) to begin its stockbroking business.

Blue Cloud Softech Solutions

Blue Cloud Softech Solutions has received board approval to acquire 100% of Global Impex Inc. from ConnectM Technology Solutions.

Sigma Advanced Systems

Sigma Advanced Systems has secured fresh defence orders worth about ₹100 crore linked to missile, naval and airborne programmes.

What Are The Key Banking And Bulk Deal Updates?

Bharat Petroleum Corporation

Bharat Petroleum Corporation has received a tax demand order worth ₹1,816.65 crore related largely to the pre-merger period of Kochi Refineries. The company plans to challenge the order before the appellate tribunal.

RBL Bank

RBL Bank has received RBI approval for the reappointment of Chandan Sinha as Non-Executive Chairman for a second term from 21 May 2026.

Edelweiss Financial Services

Promoters of Edelweiss Financial Services exchanged 1 crore shares worth ₹118 crore in a bulk deal at ₹118 per share.

Dudigital Global

Radiant Global Fund acquired 7 lakh shares in Dudigital Global at ₹42 per share from Legends Global Opportunities (Singapore).

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Investor Takeaway

With developments spanning telecom, renewable energy, defence, infrastructure, real estate and banking, today’s session is likely to be driven more by stock-specific triggers than by broad market themes. Exits from the F&O segment could alter trading activity in select counters, while large capital commitments, order inflows and regulatory updates may influence sentiment in others.

Investors may also be interested in observing the market’s reaction to tax disputes and governance-related disclosures in the banking space. As always, volumes and management’s guidance will be important to monitor to see if these trends are sustained or are merely short-term reactions.

Sources:

Moneycontrol

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