The shares of several major companies are likely to attract investors’ attention amid important business developments, new order wins, quarterly earnings and expansion plans. ITC, Power Grid, Tata Power and KEC International are among the stocks to watch, while leading information technology companies may also remain in focus.
The Indian stock market witnessed heavy selling on Thursday, making company-specific developments important for investors tracking market movements. Here are the key stocks and the latest updates to watch.
IT Stocks, ITC and TCS in Focus
Infosys, TCS, Wipro and HCLTech: Shares of major IT companies, including Infosys, Tata Consultancy Services (TCS), Wipro and HCLTech, may remain on investors’ radar following an announcement by the US Department of Labor regarding their suspension from the Permanent Labor Certification Program. The programme is associated with the process through which foreign employees may seek permanent residency, commonly known as a Green Card, in the United States.
ITC: ITC shares could see activity following a major block deal executed on Thursday. An emerging markets fund linked to GQG sold shares worth approximately ₹9,395 crore at ₹257.35 per share. Several domestic and international investors participated in the transaction, including Fidelity, ICICI Prudential Mutual Fund and SBI Mutual Fund.
TCS: Tata Consultancy Services reported a 15% year-on-year increase in consolidated net profit to ₹13,884 crore for the September quarter of FY2026-27. Following the results, investors are expected to monitor the company’s revenue growth, margins and outlook for future business performance.
Power Grid, KEC International and Tata Power
Power Grid: Power Grid Corporation of India completed the commissioning of its 2,500 MW solar energy transmission project in Bidar, Karnataka, on October 5. The development brings attention to the company’s project execution and its transmission business.
KEC International: The engineering, procurement and construction (EPC) company announced new orders worth ₹1,030 crore on Thursday. The contracts cover its transmission and distribution, renewable energy, and cables and conductors businesses. The order wins are an important development for the company’s ongoing operations.
Tata Power: TP Solar Ltd, Tata Power’s solar manufacturing arm, produced 1 GW of solar modules and 0.9 GW of solar cells during the July–September quarter of FY2026-27. Investors will be watching developments in the company’s solar manufacturing operations and production capacity.
Gravita India, Arisinfra Solutions and Other Stocks
Gravita India: The company’s step-down subsidiaries, Gravita Netherlands B.V. and Gravita Global Pte. Ltd. in Singapore, incorporated a new entity named Green Maputo Recyclers, LDA, on October 2. The development is relevant to investors following Gravita India’s overseas operations and expansion activities.
Arisinfra Solutions: The Mumbai Bench of the National Company Law Tribunal (NCLT) issued an order concerning the proposed merger of Arisunitern Re Solutions Private Limited into Arisinfra Solutions Limited and the related shareholders. Further developments in the merger process may remain on investors’ watchlist.
Cochin Shipyard: State-owned Cochin Shipyard has received orders to build more than 40 vessels for clients in the United States, Germany, Norway and other countries. Union Minister Sarbananda Sonowal shared the information on Thursday. These international orders are an important development for the company’s business pipeline and future operations.
Waaree Renewable Technologies: The company received a Letter of Acceptance from a public sector undertaking (PSU) for a 5-megawatt-peak (MWp) grid-connected solar photovoltaic project. The order adds to developments in its renewable energy business.
What Investors Should Watch
Developments involving quarterly earnings, large block deals, new contracts, project commissioning and corporate restructuring could influence trading activity in these stocks. Investors tracking the market should review company announcements and assess the relevant financial and business details before making investment decisions.
Disclaimer: This article is intended solely for informational and educational purposes. It does not constitute investment advice or a recommendation to buy or sell shares, participate in an IPO, or invest in mutual funds, precious metals, commodities, REITs, InvITs, alternative investment products or cryptocurrencies. Investors should conduct their own research and consult a qualified financial adviser before making investment decisions.