Mumbai, November 21, 2025:
A dynamic mix of large-cap and sector-leading companies has entered today’s ‘Stocks to Watch’ list, as markets react to new corporate announcements, industry trends, and macro indicators. From IT majors to infrastructure giants and defence manufacturers, today’s watchlist reflects India’s diverse and fast-evolving economic landscape.
The biggest market mover remains Infosys, which continues to attract investor focus following the opening of its massive ₹18,000-crore buyback. With the tender price fixed at ₹1,800 per share, the company’s stock may experience heightened volatility as investors position themselves ahead of the closing date. Market analysts expect increased trading volumes across the IT pack as the buyback reinforces confidence in long-term demand recovery.
Next on the list is Adani Enterprises, the flagship company of the Adani Group, which remains under close watch due to its ongoing expansion across airports, green hydrogen, data centres, and infrastructure. Analysts believe the company’s diversified portfolio provides a balanced cushion against market swings, though its aggressive capex plans often lead to short-term stock fluctuations. Institutional participants remain particularly attentive to any updates around its renewable and logistics businesses.
In the defence space, Hindustan Aeronautics Limited (HAL) continues to remain a high-interest stock as India’s military modernization programme accelerates. The company’s strong order book—driven by demand for aircraft, engines, and aerospace systems—positions it favourably for sustained revenue visibility. Markets are expecting updates related to pending export contracts and new indigenous manufacturing initiatives, both of which could influence the stock’s intraday movement.
On the real estate front, Godrej Properties is attracting significant attention as the sector recovers from pandemic-era uncertainties and witnesses strong demand for premium and mixed-use developments. The company’s aggressive land acquisition strategy, combined with strong sales velocity across metro cities, has enhanced investor confidence. Analysts anticipate new project launches and quarterly booking updates that could drive sentiment.
Rounding off the list is NTPC, India’s largest power producer, which remains a key watch due to the country’s rising electricity demand and the company’s increasing shift towards renewable energy. With fresh capacity additions planned in solar, wind, and green hydrogen, NTPC is emerging as a balanced play between stable cash flows and future-focused growth. Any updates regarding commissioning timelines or renewable investments could affect intraday performance.
As markets navigate global uncertainties, including US Fed announcements and geopolitical tensions, today’s watchlist reflects the sectors displaying strong domestic resilience. IT, defence, power, and real estate continue to outperform due to long-term structural demand and supportive policy frameworks.
Market strategists advise investors to track these stocks closely, particularly for intraday updates on earnings, corporate actions, and government policy signals.