Stocks to Watch Today, 8th April 2025: Titan, BEL, M&M, Tata Motors, and more

Tuesday's trading session on the Indian stock markets is expected to attract significant investor interest in the wake of the sharp fall on Monday, when benchmark indices Sensex and Nifty saw a decline of almost 3%, their steepest fall in ten months. The sell-off was mainly due to weak global cues and rising fears of an impending global recession fueled by the threat of a trade war in the wake of new US tariffs.

Key Stocks in Focus

Titan Company's standalone figure registered 25% growth for the March 2025 quarter year-on-year. Here, the jewellery segment was a major contributor, with a 24% year-on-year increase, mostly driven by the rising gold prices. The watches and wearables division also showed strong a 20% growth. Additionally, Titan expanded its retail footprint by opening 72 more stores, taking its tally to 3,312.

BEL: The Ministry of Defence has granted Bharat Electronics an estimated ₹2,210 crore contract for the supply of electronic warfare (EW) systems for the Indian Air Force's Mi-17 V5 helicopters. With this latest deal, BEL's total order book for the current financial year stands at ₹2,803 crore. Another report says the value of the contract is almost ₹2,385 crore and notes that the contract covers aircraft modification kits and their installation to substantially enhance the operational survivability of the helicopters in adversarial terrain.

Mahindra and Mahindra (M&M) has initiated the formation of a new wholly owned subsidiary, Mahindra Advanced Technologies, based in Mumbai. Specifics about what the new organization will look like are under wraps for now, but the organization is likely to place an emphasis on future technologies and innovation. M&M also published the production, sales and export numbers for March 2025.

Tata Motors: Its subsidiary Jaguar Land Rover (JLR) posted flat wholesale numbers for the recently concluded financial year due to poor show in the vital Chinese market for the carmaker. May have short-term downward pressure on Tata Motors equity. The BSE has also asked the company to clarify media reports that it is likely to halt exports of JLR to the US in April on speculation of auto tariffs.

Adani Ports and Special Economic Zone (APSEZ) has begun operations at the Colombo West International Terminal (CWIT) in Sri Lanka. This terminal, that is part of the Port of Colombo, is expected to complement Adani Ports' regional footprint. It is the first under a public-private partnership between APSEZ, Sri Lankan conglomerate John Keells Holdings PLC, and the Sri Lanka Ports Authority, on a 35-year build, operate, and transfer (BOT) arrangement.

Titagarh Rail Systems: Board reappointed Umesh Chowdhary as Vice Chairman, Managing Director and Chief Executive Officer (CEO) for another term of five years, starting October 1, 2025. In another important move, Vijay Subramanian has been appointed as the company's Chief Transformation Officer effective 7 April.

KPI Green Energy has terminated an order received from Sai Bandhan Infinium for a 66.20 MW hybrid power project in the captive power producer (CPP) segment. The cancellation was due to changes in the project's technical requirements after the order was placed, and will not have a material financial impact on the company, it added.

Other firms to watch out for: 

Coffee Day Enterprises: The company has mentioned a total default of ₹425.38 crore on loan repayments and interest payments on March 31, 2025, due to a liquidity crisis. 

Havells India has introduced a range of new luxury cooling products under its Lloyd brand that will target the premium consumer segment. 

Oil marketing companies (OMCs) like Indian Oil Corporation, BPCL and HPCL and city gas distributors such as Gujarat Gas, Petronet LNG and Adani Total Gas will come under the scanner after the government hiked excise duty on petrol and diesel by ₹2 per litre, also ramping up the prices of domestic LPG by ₹50 and CNG by ₹1 per kg. 

IT stocks may be active following gains in the Nasdaq Composite overnight. 

Vodafone Idea (Vi) launched its 5G services in Kolkata with a limited rollout at the Eden Gardens cricket stadium earlier this week during Indian Premier League (IPL) matches.

CESC's board has approved a proposal to borrow ₹250 crore via non-convertible debentures (NCDs). 

Macrotech Developers’ sales bookings in the fourth quarter were up 14% to a record ₹4,810 crore. 

Genrx Pharmaceuticals has been acquired by Bajaj Healthcare. 

A P N Gadgil Jewellers subsidiary saw 5.1% growth in consolidated revenues in 4Q FY25. 

Lemon Tree Hotels has entered into a license agreement for a new hotel property in Darjeeling. 

IL&FS: IL&FS Engineering and Construction Company, which is in default of loan payments of ₹2,628.15 crore.

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

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