Stocks to Watch – June 23, 2025

Here’s a quick roundup of stocks that could move today based on key updates: Zen Technologies : Acquired majority stake in TISA Aerospace, which develops drones and loitering munitions. NLC India: Subsidiary won a project for 250 MW Battery Energy Storage Systems in Tamil Nadu. Bajel Projects: Bagged a ₹400+ crore EPC order for power transmission work in Madhya Pradesh. Bharat Electronics (BEL): Secured new defence orders worth ₹585 crore, including missile systems and communication gear. Granules India: USFDA completed inspection of Hyderabad unit with one minor observation. Waaree Renewables: Received additional ₹246.92 crore order for a solar project; total order value now ₹1,480.40 crore. Signature Global: Board meets on June 25 to consider fundraise via non-convertible debentures (NCDs). Bank of India: To consider raising funds via infrastructure bonds on June 26. Bandhan Bank: RBI extended Arun Kumar Singh’s term as Additional Director by one year. CEAT: To consider fundraise via debt or commercial papers on June 25. Small Finance Banks: RBI revised Priority Sector Lending norms; minimum allocation lowered from 35% to 20% (total PSL target stays at 60%). LT Foods: US imposes 340.27% countervailing duty on exports from subsidiary Ecopure. TCS: Expanded automotive tech services with new delivery centers in Germany and Romania. Subex: Embedded Generative AI into its revenue and fraud management platform. Big Deals Alert: • Sai Life Sciences – TPG sold 10% stake worth ₹1,500+ crore; bought by top mutual funds like HDFC MF, Axis MF. • Vishal Mega Mart – Vanguard bought stake worth ₹655 crore. • India Cements, Westlife Foodworld, SG Finserve, and others saw notable bulk deals. SME Listings Today: • Samay Project Services • Patil Automation Takeaway: Today’s focus is on defence, renewables, pharma, and fund-raising stories. Watch these stocks for potential moves.