Vedanta, TVS Motor Firm, BPCL, Oil India, Mazagon Dock, Coal India and extra

Shares to Watch Immediately (October 29, 2025): Dalal avenue is ready for stock-specific motion right now with SEBI’s new mutual fund proposals, key company offers, and a packed Q2 outcomes lineup prone to drive sentiment. Listed here are the important thing shares that may be on merchants’ radar right now.

TVS Motor stays within the highlight after administration commentary indicated that the corporate expects 8 per cent progress within the ICE section throughout Q3 and This fall. Rural demand restoration and powerful festive momentum are anticipated to assist progress. The 2-wheeler business recorded 24 per cent progress throughout Navratri, whereas TVS reported 32 per cent progress. Entry-level autos carried out nicely, and the corporate has began benefiting from the PLI scheme throughout merchandise.

BPCL, Oil India, FACT

Power majors BPCL and Oil India have signed agreements value Rs 1 lakh crore for creating the Ramayapatnam Greenfield Refinery and Petrochemical complicated, with a proposed capability of 9–12 MMTPA. BPCL, Oil India, and NRL additionally entered right into a pact for a cross-country product evacuation pipeline. Moreover, BPCL and FACT have signed a deal for buying and selling natural fertilizers.

DCM Shriram introduced the acquisition of 4 firms concerned in industrial salt manufacturing and gross sales, masking 1,077 acres of salt lease land in Gujarat. The acquisition, valued at Rs 175 crore, is anticipated to be accomplished by June 2026 and can assist backward integration for the corporate’s chemical enterprise.

Aris Infra’s subsidiary signed agreements with Mumbai-based Transcon Group and Bengaluru-based Amogaya Tasks, concentrating on actual property alternatives value Rs 12,000 crore. The offers are anticipated so as to add Rs 9.6 crore in incremental EBITDA over the following 5 months.

Cohance Lifesciences introduced management modifications. Managing Director Dr. V. Prasada Raju has resigned, whereas CFO Himanshu Agrawal has been appointed as Further Director and CFO.

Mazagon Dock has signed an settlement with Swan Defence and Heavy Industries for the design and development of Touchdown Platform Docks (LPDs) for the Indian Navy.

CESC’s subsidiary obtained a 300 MW solar energy undertaking order from the Photo voltaic Power Company of India (SECI) for a 25-year interval.

Seamec Ltd signed an settlement with the Directorate Common of Transport involving an funding of Rs 1,000 crore, marking a significant enlargement in its maritime operations.

Asset administration and broking shares could also be in focus right now after SEBI launched a session paper proposing main revisions to mutual fund rules. The transfer goals to reinforce investor safety and transparency by simplifying the 29-year-old regulatory framework. Key proposals embrace a less complicated language and construction for the foundations, important modifications to the Complete Expense Ratio (TER) framework, and a discount in fairness scheme brokerage from 12 bps to 2 bps.

Traders will observe Vedanta because the listening to on the corporate’s proposed demerger takes place right now.

Shree Cement reported blended quarterly outcomes. Income stood at Rs 4,303 crore, up 15 per cent YoY (estimate: Rs 4,240 crore). PAT surged 198 per cent YoY to Rs 227 crore (estimate: Rs 220 crore). EBITDA rose 19 per cent to Rs 841 crore (estimate: Rs 960 crore), whereas margins got here in at 19.5 per cent versus 15.9 per cent final 12 months (estimate: 22.8 per cent). Cement gross sales volumes grew 6.8 per cent YoY, and premium product gross sales elevated to 21.1 per cent of complete commerce quantity. Administration commentary remained constructive on demand, citing infrastructure and housing progress.

Signature International raised Rs 875 crore by way of NCDs to fund the event of mid-income housing initiatives.

The corporate secured an Rs 18 crore order from an Impartial Energy Producer for the provision of photo voltaic PV modules, to be accomplished by December 2025.

– Coal India, L&T (post-market)
– PB Fintech (post-market)
– HPCL (post-market)
– LIC Housing Finance
– APL Apollo, BHEL (post-market)
– CG Energy (1–3 PM)
– Varun Drinks (11 AM–1 PM)
– SAIL (post-market)
– NMDC (post-market)