Stocks to Watch Today, 30th June 2025: Torrent Pharmaceuticals , BHEL and More

Tracking record-high closes on Wall Street last Friday, GIFT Nifty futures indicated a stable start for Indian markets. The upbeat global cues come ahead of a critical week of economic data releases, both domestically and overseas.

At 7:05 AM IST, GIFT Nifty futures were quoting 20 points higher at 25,770, suggesting a mildly positive open for the benchmark indices. The steady tone follows Friday’s strong performance on Wall Street, where the S&P 500 and Nasdaq Composite closed at fresh all-time highs, buoyed by easing inflation concerns and optimism surrounding upcoming US economic data.

Here are the key stocks to watch on June 30, 2025:

Stocks to Watch Today:

Torrent Pharmaceuticals will be under the limelight after the company stated that its board of directors will sit on 2 July to discuss raising funds through non-convertible debentures (NCDs) through private placement. This proposed fundraising is on the back of the company's continuous attempts at increasing financial flexibility and investing in research and development (R&D). The step is well-timed, with pharma firms continually increasing size and spending on R&D.

BHEL stock will likely see buying interest following the engineering and manufacturing PSU bagging a ₹7,000 crore order for NTPC's Talcher thermal power project. The contract, which includes EPC (engineering, procurement and construction) duties for a 2x800 MW plant, further strengthens BHEL's healthy order book. The order only adds to BHEL's leadership in India's thermal power infrastructure buildout and lends medium-term revenue visibility.

HAL continues to be in the limelight after entering a contract for the supply of 34 additional Advanced Light Helicopters (ALHs) to the Indian Army. The deal adds more steam to HAL's strong defence portfolio. With ongoing government support for indigenous defence manufacturing and higher budgetary allocations, HAL is poised to gain from steady procurement activity.

Tata Steel can take action after reports emerged of plans to expand capacity at its Odisha-based Kalinganagar plant. The firm is investing ₹16,000 crore in increasing 5 MTPA of capacity, reflecting its continued focus on enhancing domestic production capacities. This is despite continued global steel market headwinds, such as fluctuating input costs and patchy demand recovery. The expansion is part of Tata Steel's long-term growth strategy.

JB Chemicals and Alembic Pharmaceuticals are expected to be positively traded as both companies witness fresh interest in their branded generics businesses. Domestic market-driven positive momentum and strategic product launches have consolidated investor sentiments for these drug makers.

Jyoti CNC Automation is likely to attract market focus after it bagged new orders from aerospace and defence customers. The firm's increasing traction in high-precision engineering is in line with India's defence manufacturing agenda and the PLI (Production Linked Incentive) schemes.

Prestige Estates witnessed record-high pre-sales during the June quarter, on the back of healthy housing demand across metropolitan cities. The performance indicates sustained strength in the residential real estate space, and the stock could draw investor attention on the back of positive operational updates.

NLC India will be under the limelight with the commissioning of its 1,200 MW Talabira thermal power project. The project is a part of NLC's expansion on a continuous basis, which solidifies its position in the space of conventional energy. The addition will greatly help the earnings in the future.

ITD Cementation and Mazagon Dock continue to be in investors' focus, supported by a robust pipeline of defence and infrastructure contracts. Both are leveraging the trend in government-directed capex and infrastructure spending.

Adani Enterprises, Adani Ports, and Adani Energy Solutions may continue to face pressure following news that TotalEnergies SE has suspended its investment in Adani Green Energy's green hydrogen project. The suspension is reportedly attributed to an insufficiency of clarity over project specifics. The news may affect the investor sentiment towards the group's energy and infrastructure operations, which already face scrutiny following the Hindenburg report allegations.

While markets at large wait for macro data and international cues, these individual company positives should lead the trade. Stocks supported by robust fundamental triggers should continue to lead as June approaches its closure and a new quarter opens.

Disclaimer: This news is solely for educational purposes. The securities/investments quoted here are not recommendatory.

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