Stocks To Watch Today: OMCs, Defence, Aurobindo Pharma, GAIL India, Lupin, NCC, HG Infra, Niva Bupa, Hero MotoCorp, Hyundai Motor, Tata Motors In Focus Amid Geopolitical Crisis On 2 Februray
Stocks To Watch Today: The Days Has Arrived And All We Can Do Is Try To Save As Much As We Can. So let’s Look At The Charts
The Indian stock market steps into Monday, March 2, 2026, with curiosity mixed with caution as traders wake up to a world where geopolitics is louder than price action. Escalating tensions between United States, Israel, and Iran have turned global screens from green to nervous red, after reports that Iran’s Supreme Leader Ali Khamenei was killed in weekend strikes and Donald Trump signaled continued military action. Counterstrikes across Saudi Arabia, Qatar, United Arab Emirates, Kuwait, and Bahrain have pushed oil higher and certainty lower.
For traders, the real question is no longer just where is support?-but what is the next headline? As GIFT Nifty hints at a gap-down start, Dalal Street opens with one suspenseful theme: will charts guide the market today, or will global tensions rewrite the trend before the first candle even settles?
Stocks To Watch Today
Global & Macro Triggers
Risk-off sentiment likely as tensions escalate between US, Israel, and Iran.
Crude oil prices surge sharply; volatility expected across global markets.
GIFT Nifty indicates a gap-down start for Indian equities.
Energy, OMCs, Aviation & Defence
Oil Marketing Companies (OMCs): In focus due to crude price spike; margin pressure likely.
Airline stocks: May face cost pressure from rising ATF prices.
Defence stocks: Expected to see momentum amid geopolitical developments.
GAIL India: Plans 178.2 MW wind project in Maharashtra with ₹1,736 crore investment. Commissioning targeted within 24 months. Deepak Gupta takes charge as CMD.
Bharat Electronics Limited: Declared interim dividend of ₹1.95 per share for FY26.
Pharmaceuticals
Aurobindo Pharma: USFDA inspected Eugia Pharma’s Telangana facility; four observations issued.
Lupin Limited: Subsidiary Nanomi BV acquisition of VISUfarma BV expected to close by April 2026.
Infrastructure, EPC & Construction
NCC Limited: Telangana High Court stayed NHAI debarment order. Secured ₹326 crore water division order.
HG Infra Engineering: Received ₹1,582 crore HAM road project from NHAI (Odisha).
Real Estate
Brigade Enterprises: Launched Brigade Stellaris residential project in Chennai (GDV ₹1,700 crore).
Banking & Financial Services
Central Bank of India: Partnered with Canara Robeco for mutual fund distribution.
Niva Bupa Health Insurance: IRDAI issued Show Cause Notice; no operational impact currently.
Specialty Chemicals
Anupam Rasayan India: Completed acquisition of Jayhawk Fine Chemicals for ~$150 million.
Electrical Equipment
Quality Power Electrical Equipments: Secured domestic orders worth ₹34 crore for HVDC reactors.
Automobile Sector – Monthly Sales (February YoY)
Maruti Suzuki India: Total sales up 7.3%; exports jump 56.5%.
Hyundai Motor India: Highest-ever February sales; total up 12.6%.
Hero MotoCorp: Total sales surge 43.8%.
Eicher Motors: Total sales rise 11% (Royal Enfield segment mixed).
Tata Motors: Strong growth across CV, PV, and EV segments.
Mahindra & Mahindra: Total sales up 18%; tractor sales strong.
TVS Motor Company: Total sales jump 31%; EV growth strong.
Escorts Kubota: Tractor sales up 20%.
VST Tillers Tractors: Sales rise 36%.
SML Isuzu: Sales increase 17%.
Telecom & Technology
Bharti Airtel: Collaboration with Google for RCS messaging and spam protection.
Coal & Mining
Bharat Coking Coal Limited: Flat production; offtake declines sharply.
Bulk Deals & Institutional Activity
Vishal Mega Mart: Promoter stake sale; buying interest from HDFC Mutual Fund and Singapore-based investors.
Gaudium IVF and Women Health: Multiple institutional trades reported.
Indian Railway Catering and Tourism Corporation: Stake bought by BNP Paribas.
Jubilant FoodWorks: Institutional accumulation seen.
Listings & Corporate Actions
Mainboard Listings: Clean Max Enviro Energy Solutions, Shree Ram Twistex
SME Listings: Kiaasa Retail, Accord Transformer & Switchgear, Mobilise App Lab
Ex-Date / Corporate Actions: Altius Telecom Infrastructure Trust – Ex-Income Distribution, HealthCare Global Enterprises – Ex-Rights, Varvee Global – Stock Split
F&O Ban: Mind Capital
(With Inputs)
Also Read: What Will Happen In The Stock Market Today? US–Israel–Iran War, Oil & Gold…
Aishwarya is a journalism graduate with over three years of experience thriving in the buzzing corporate media world. She’s got a knack for decoding business news, tracking the twists and turns of the stock market, covering the masala of the entertainment world, and sometimes her stories come with just the right sprinkle of political commentary. She has worked with several organizations, interned at ZEE and gained professional skills at TV9 and News24, And now is learning and writing at NewsX, she’s no stranger to the newsroom hustle. Her storytelling style is fast-paced, creative, and perfectly tailored to connect with both the platform and its audience. Moto: Approaching every story from the reader’s point of view, backing up her insights with solid facts.
Always bold with her opinions, she also never misses the chance to weave in expert voices, keeping things balanced and insightful. In short, Aishwarya brings a fresh, sharp, and fact-driven voice to every story she touches.
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