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Stocks to Watch on May 09, 2025: L&T, Titan, Lupin, Paytm in Focus as Market Reacts to Border Tensions

Written by: Kusum KumariUpdated on: May 9, 2025, 8:57 AM IST
L&T, Titan, Lupin, Paytm, BPCL among key stocks to watch amid Indo-Pak tensions, weak GIFT Nifty cues, and a busy Q4 earnings day across sectors.
Stocks to Watch on May 09, 2025: L&T, Titan, Lupin, Paytm in Focus as Market Reacts to Border Tensions
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Indian stock markets are expected to remain volatile today due to rising border tensions between India and Pakistan. The Indian Defence Ministry confirmed that as part of ‘Operation Sindoor’, Indian forces took out air defence radars and related systems inside Pakistan.

At around 7:30 AM, GIFT Nifty futures were down by 229 points at 23,980, hinting at a weak start for Indian equities.

On Thursday, the Sensex fell 412 points to 80,334.81 and the Nifty50 dropped 140.60 points to 24,273.80.

Here are Key Stocks to Watch: 

L&T

Larsen & Toubro reported a strong Q4 with a 25% rise in profit to ₹5,497 crore. Revenue grew by 11% to ₹74,392 crore. Margins also improved, showing better cost control.

Read More, Lemon Tree Expands Business with Launch of  Opens 4th Hotel in Anjuna, Goa.  

Mahindra & Mahindra Financial Services

Mahindra & Mahindra Financial Services announced a ₹2,996 crore rights issue, pricing shares at ₹194 each. The funds will support its rural lending expansion.

Titan

Titan posted a 10.7% rise in profit to ₹870 crore in Q4. Revenue grew nearly 20% YoY to ₹13,477 crore, beating expectations.

Lupin

Lupin received USFDA approval for its generic HIV drug Raltegravir 600 mg. It is the first-to-file, giving it 180-day market exclusivity in the US.

Britannia Industries

Britannia reported a 4.2% YoY increase in profit to ₹559 crore, beating market expectations.

Paytm (One97 Communications)

Paytm’s founder Vijay Shekhar Sharma and his brother settled an ESOP-related case with SEBI by paying ₹2.8 crore. Vijay has also given up the right to new ESOPs for the next three years.

Bharat Petroleum (BPCL)

BPCL awarded contracts to develop 100 MW of wind power (50 MW each in MP and Maharashtra), highlighting its move towards renewable energy.

Earnings to Watch Today

Several companies across sectors will release their Q4 results today. Key names include:

  • Pharma: Dr Reddy’s, Novartis India, Navin Fluorine

     
  • Banking/Finance: Bank of India, Manappuram Finance, Cholamandalam Financial Holdings, IIFL Finance, PTC India Financial

     
  • FMCG & Manufacturing: ABB India, Birla Corporation, Britannia, Cera Sanitaryware, Thermax, Motherson Sumi Wiring

     
  • Others: CE Info Systems, India Shelter Finance, Jupiter Life Line Hospitals, Great Eastern Shipping

     

Conclusion

With geopolitical tensions flaring and several major companies set to report earnings, markets are likely to remain volatile. Investors should track sector-specific news and earnings outcomes closely to navigate the trading day.

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. 


 

Published on: May 9, 2025, 8:57 AM IST

Kusum Kumari

Kusum Kumari is a Content Writer with 4 years of experience in simplifying financial market concepts. Currently crafting insightful content at Angel One, She specialise in breaking down complex topics into easy-to-understand pieces, blending expertise in market fundamentals and technical analysis.

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