Stocks to Watch Today: Aurobindo Pharma, NCC, Highway Infrastructure and Others (October 1, 2026)

Several stocks are likely to remain in focus during Thursday's trading session as investors track corporate developments, new orders, strategic partnerships, management changes and bulk deals. 

Company-specific announcements across the pharmaceutical, infrastructure, logistics, technology, hospitality and financial services sectors could influence stock-specific activity during the session. 

Aurobindo Pharma Ltd 

Aurobindo Pharma's biopharmaceutical subsidiary, Acrotech Biopharma Inc., has launched ADQUEY (difamilast 1%) ointment in the US. The non-steroidal topical treatment is indicated for mild-to-moderate atopic dermatitis in adults and paediatric patients aged two years and above. The launch marks Acrotech's entry into the US dermatology market. 

NCC Ltd 

NCC has received two additional orders during September with a combined value of ₹500.22 crore. Of the total, orders worth ₹224.74 crore are related to the buildings division, while ₹275.48 crore pertains to the transportation division. 

Highway Infrastructure Ltd 

Highway Infrastructure has entered into a contract with the Uttar Pradesh Expressways Industrial Development Authority for a work order worth ₹220.66 crore. The contract covers user fee collection and operation of toll plazas on the Gorakhpur Link Expressway. The company has also received a Letter of Acceptance worth ₹24.46 crore from the National Highways Authority of India for operations at Velanchettiyur Fee Plaza in Tamil Nadu. 

Tech Mahindra Ltd 

Tech Mahindra's Board of Directors will meet on October 15, 2026, to consider a proposal for an interim dividend for financial year 2026-27 and a proposal for the issue of bonus shares. The board will also consider the audited standalone and consolidated financial results for the second quarter and half year ended September 2026. 

Blue Dart Express Ltd 

Blue Dart Express has announced a general price increase effective January 1, 2027. Prices across its domestic portfolio will rise by 9% to 12%, depending on the product and customer shipping profile. 

Symbiotec Pharmalab Ltd 

Knovea Pharmaceutical, a wholly owned subsidiary of Symbiotec Pharmalab, has entered into a definitive agreement with a leading global pharmaceutical company. Under the agreement, the partner will receive exclusive rights to commercialise and distribute two dual-chamber vial-based injectable products in the United States. 

Lemon Tree Hotels Ltd 

Lemon Tree Hotels has opened Keys Prima by Lemon Tree Hotels in Darjeeling. The 65-room property is the group's first hotel in the town and is managed by its subsidiary, Carnation Hotels, further expanding its presence in West Bengal. 

Bata India Ltd 

Bata India has appointed Sanjay Rao as Managing Director and Chief Executive Officer. He succeeds Gunjan Shah, who will conclude his tenure after completing his five-year mandate leading the company. 

Indian Railway Finance Corporation Ltd 

Indian Railway Finance Corporation has received a Show Cause Notice amounting to ₹396.90 crore from the Joint Commissioner of State Tax, Hajipur, Bihar, relating to financial year 2022-23. 

Wipro Ltd 

Wipro has extended the deadline for the acquisition of select customer contracts of Alpha Net Consulting LLC from September 30 to December 31, 2026. 

Infosys Ltd 

Infosys and ABN AMRO Bank have extended their strategic collaboration to support the bank's AI-driven transformation. Infosys will provide application development, testing and support services aimed at simplifying and modernising ABN AMRO's IT landscape and improving operational efficiency and scalability. 

South Indian Bank Ltd 

South Indian Bank has appointed Mahesh Muralidhar Pai as Managing Director and Chief Executive Officer for a three-year term, effective October 1, 2026. 

DIC India Ltd 

DIC India shareholders have approved the appointment of Hayato Kashiwagi as Managing Director for three consecutive years commencing September 1, 2026. Shareholders have also approved the appointment of Praveen Kumar Asthana as Whole-Time Director for three consecutive years commencing July 15, 2026. 

Multi Commodity Exchange of India Ltd 

MCX has received a Show Cause Notice from the GST Department demanding tax of ₹54.08 crore along with interest of ₹43.82 crore for financial year 2022-23. The department has alleged that tax was not paid or was short-paid and/or that input tax credit was wrongly availed or utilised. 

Jio Financial Services Ltd 

Jio Financial Services and Allianz Europe B.V. have each subscribed to and been allotted 32 crore equity shares of ₹10 each in Jio Allianz General Insurance through a rights issue. The joint venture has received an aggregate ₹320.05 crore from the issue to fund its business operations. Jio Financial Services' aggregate investment in the joint venture now stands at ₹375 crore. 

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Shadowfax Technologies Ltd 

Newquest Asia Fund IV (Singapore), owned by TPG, sold 40 lakh shares of Shadowfax Technologies, representing a 0.68% stake, for ₹113.61 crore. The shares were sold at ₹284.03 apiece. The investor has reduced its stake by 4.18 percentage points, or 2.45 crore shares, during the current quarter. 

Avalon Technologies Ltd 

Kotak Mahindra Mutual Fund acquired 24.01 lakh shares, representing a 3.59% stake in Avalon Technologies, for ₹521.38 crore at ₹2,171 per share. Promoter entities KBS Family Trust, Bhaskar Srinivasan and BBS Family Trust sold a combined 6% stake for ₹870.61 crore. 

Innova Captab Ltd 

HNI Gian Parkash Aggarwal sold 15.5 lakh shares, representing a 2.7% stake in Innova Captab, for ₹167.40 crore at ₹1,080.04 per share. SBI Mutual Fund acquired 8.33 lakh shares, representing a 1.45% stake, for ₹89.99 crore at ₹1,080 per share. 

Molbio Diagnostics Ltd 

HDFC Mutual Fund acquired 23 lakh shares, representing a 1.99% stake in Molbio Diagnostics, for ₹302.45 crore at ₹1,315 per share. Business Excellence Trust III, managed by Motilal Oswal Private Equity, sold 23.28 lakh shares for ₹306.26 crore at ₹1,315.01 per share. 

GNG Electronics Ltd 

Unifi Capital and its Blend Fund 2 acquired 34.2 lakh shares, representing a 3% stake in GNG Electronics, for ₹230.80 crore. Promoter Vidhi S Khandelwal sold the shares at ₹674.80 apiece. 

IRB InvIT Fund 

Entities associated with Larsen & Toubro acquired a combined 5.55 crore units, representing a 4.33% stake in IRB InvIT Fund, for ₹351.65 crore through multiple transactions. Arvesta Financial Services and Neo Treasury Plus Fund were among the sellers. 

NDR INVIT Trust 

Spark Financial Holdings acquired 34 lakh units in NDR INVIT Trust from Investcorp India Warehousing IFSC Trust for ₹50.32 crore. The units changed hands at ₹148 apiece. 

Mainboard and SME Listing 

Moneyview and A-One Steels India are set for a mainboard listing, while Roopa Screen and Peshwa Wheat are scheduled for an SME listing. 

Conclusion 

New orders, pricing changes, pharmaceutical launches, management appointments, strategic partnerships and significant block transactions are among the developments likely to remain in focus during today's trading session. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Investments in the securities market are subject to market risks. Read all related documents carefully before investing.