Stocks to Watch on June 25, 2025: HAL, Tata Motors, Vodafone Idea and More in Focus

India’s benchmark indices ended higher on June 24. The BSE Sensex gained 158.32 points to close at 82,055.11, while the Nifty 50 added 72.45 points, settling at 25,044.35 up 0.19% and 0.29%, respectively.

Gift Nifty futures traded 0.15% higher at 25,190 in early trade on June 25, reflecting improved investor sentiment on the back of easing geopolitical tensions and stable global cues.

Let’s take a look at the stocks that could influence market movement on June 25, 2025:

Hindustan Aeronautics Ltd (HAL)

HAL Chairman confirmed that the Indian Air Force will take delivery of at least 6 Tejas Light Combat Aircraft (LCA) by March 2026. This development adds further strength to HAL’s defense order pipeline and reinforces the government's ‘Make in India’ defense manufacturing initiative. The timely fulfillment of this order may build confidence among both domestic stakeholders and international defense collaborators.

Vodafone Idea

Vodafone Idea shares will be closely watched following market speculation over a potential relief package for its ₹84,000 crore liability burden. The company issued a clarification denying any formal communication from the government regarding such a policy. Despite the uncertainty, speculation alone may drive near-term movement in the stock.

Tata Motors

Tata Motors’ UK-based luxury car arm, Jaguar Land Rover (JLR), could face a £1.6 billion impact due to proposed US import tariffs under the Trump administration’s trade revisions. These tariffs could raise operational costs for overseas automakers, forcing JLR to implement phased price increases. The move might compress margins and dent demand in key markets such as the US and EU.

PTC Industries

PTC Industries’ aerospace subsidiary, Aerolloy Technologies Ltd (ATL), has signed a Memorandum of Understanding (MoU) with France’s Safran Aircraft Engines, a major global player in military propulsion systems. The collaboration focuses on co-manufacturing components and specialized materials for military-grade aircraft engines. This partnership could catalyze growth in defense exports and technology transfer opportunities.

Hindalco

Hindalco Industries, through its US subsidiary Aditya Holdings LLC, has agreed to acquire a 100% stake in AluChem companies for $125 million. The deal supports Hindalco’s global expansion strategy and strengthens its presence in high-margin, value-added product segments.

IRCTC

IRCTC remains on traders’ radar amid expectations of increased travel demand and railway sector reforms. While there was no specific corporate update, the stock is sensitive to policy developments and could see activity ahead of potential railway announcements.

Read More: SEBI Clears IPO Proposals of GNG Electronics, Amanta Healthcare, and Glottis.

Conclusion

With global cues improving and strategic corporate developments across defense, telecom, metals, and auto sectors, investors should remain vigilant. As the market navigates geopolitical and policy shifts, stock-specific actions will likely dominate trade setups on June 25, 2025.

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/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 the related documents carefully before investing.