Stocks to Watch on Jan 1, 2026: Vodafone Idea, IRFC, HUDCO & More in Focus

Early signals from GIFT Nifty suggested a positive opening for domestic equities on January 1, 2026. The index was trading near its all-time high of 26,341, gaining 66 points or 0.25% compared with the previous close of Nifty futures, reflecting continued bullish sentiment among investors.

Vodafone Idea

Vodafone Idea is set to receive ₹5,836 crore from its promoter, the Vodafone Group, under a revised Implementation Agreement. The inflow is linked to the settlement of a long-pending contingent liability involving the promoters. This development is expected to improve Vodafone Idea’s financial position and could draw investor attention on Dalal Street.

Hyundai India

Hyundai India announced that it will increase vehicle prices effective January 1, 2026. The price hike is aimed at offsetting rising input costs, including raw materials and operational expenses, amid a challenging cost environment for automakers.

NBCC India

NBCC India has secured three domestic projects with a total value of ₹220.31 crore. Of this, Canara Bank awarded a ₹163.12 crore contract for its Bengaluru head office, while Navodaya Vidyalaya Samiti placed two orders worth ₹9.01 crore and ₹48.18 crore for school infrastructure projects in Maharashtra and Telangana, reinforcing NBCC India’s order book strength.

Housing and Urban Development Corporation (HUDCO)

Housing and Urban Development Corporation reported provisional loan sanctions of ₹1.39 lakh crore during the first nine months of FY26. This includes ₹46,167 crore sanctioned in the third quarter alone, highlighting sustained demand for infrastructure and housing finance.

RBL Bank

RBL Bank clarified that its proposal to temporarily cap foreign shareholding at 24% was not approved under the prevailing regulatory framework. The bank noted that the existing regulations do not permit such a change at present.

Indian Railway Finance Corporation (IRFC)

Indian Railway Finance Corporation entered into a rupee term loan agreement with Maharashtra State Power Generation Company (MAHAGENCO) for a sanctioned amount of ₹5,000 crore. Of the total, ₹3,000 crore has already been disbursed, supporting power generation financing in the state.

Berger Paints India

Berger Paints India saw promoter UK Paints (India) acquire a 14.48% stake from Jenson & Nicholson (Asia) as part of a restructuring exercise. Following the transaction, the promoter’s total holding in Berger Paints India has risen to 64.57%.

NCC

NCC announced that it secured four new orders in December with an aggregate value of ₹1,237.24 crore, excluding GST. The fresh contracts further strengthen NCC’s project pipeline and execution visibility.

Also Read: Wipro vs Infosys: Which IT Services Company Delivered Highest Earnings in Q2FY26?

Conclusion

Corporate developments across sectors, from telecom and banking to infrastructure, auto and power, highlight steady deal activity and capital flows. Order wins, stake restructuring and funding tie-ups are likely to keep these stocks in focus as investors assess growth visibility and balance-sheet strength.

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.