Stocks to Watch Today: Lupin, SPML Infra & Rose Merc

Lupin, SPML Infra and Rose Merc could see stock-specific action today following key business developments. 1. Lupin Lupin has launched Raltegravir Tablets USP, 600 mg in the US after receiving US FDA approval for its ANDA. The drug is indicated for HIV-1 treatment in adult and eligible pediatric patients, in combination with other antiretroviral agents. Lupin is the exclusive first-to-file for this product and is eligible for 180-day generic drug exclusivity. 2. SPML Infra SPML Infra has secured an order worth ₹186.41 crore from POWERGRID for the extension of the 765/400/220 kV Bhadla-III Substation and Ramgarh Pooling Station. 3. Rose Merc Rose Merc has signed a Lead Marketing, Sales and Project Collaboration Agreement with CATS Eco Systems. The collaboration aims to explore business opportunities in marketing, sales and project development of CATS Eco Systems’ approved products, supporting expansion and potential revenue growth. Other Key Updates Indian Energy Exchange (IEX): October 2026 electricity traded volume rose 16.5% YoY to 13,092 MU. RTM volume increased 23.7%, while DAM volume declined 3.8%. Minda Corporation: Board approved an additional investment of up to ₹37 crore in its 50:50 JV, Minda HCMF Technologies. Total investment is expected to reach around ₹60 crore. Amtech Esters: Commenced commercial production at its new Haryana facility, with installed UPR capacity of 4,800 MTPA. Aaron Industries: Reported its highest-ever monthly sales of ₹11.66 crore in October 2026 (provisional and unaudited). Market takeaway: These company-specific developments may drive interest, but price action will also depend on broader market conditions, liquidity and investor sentiment.