Stocks to Watch on January 5: LTIMindtree, L&T, Coal India, Vedanta and More in Focus

Global cues and GIFT Nifty suggest a positive start for Indian markets today. On Friday, Nifty 50 rose 0.70% to 26,328, while Sensex gained 0.67% to close at 85,762.

Here are stocks to watch: 

LTIMindtree

LTIMindtree is strengthening its AI push through BlueVerse, an AI-native platform aimed at helping enterprises adopt AI at scale. The company sees strong demand for both new AI projects and AI integration in existing systems.

Reliance Industries & ONGC

US control over Venezuela may help clear nearly $1 billion in pending dues for ONGC Videsh. Reliance Industries could also benefit as crude supplies under its long-term contract with Venezuela may pick up.

Larsen & Toubro (L&T)

L&T’s minerals and metals division has won major EPC orders from SAIL and other clients. These orders fall in the ₹5,000–10,000 crore range, strengthening its domestic metals portfolio.

Coal India

Coal India has opened its e-auction platform to buyers from Bangladesh, Bhutan and Nepal. Coal supply is currently surplus due to moderate summer demand and sector reforms.

Samvardhana Motherson

Mobile phone enclosures are a key growth area as the government approved 22 projects under the Electronics Components Manufacturing Scheme. Motherson Group is among the major beneficiaries.

NTPC

NTPC is exploring the purchase of a minority stake in US-based Clean Core Thorium Energy, aligning with its long-term clean and nuclear energy strategy.

Bandhan Bank

For Q3 FY26, Bandhan Bank reported 10% YoY growth in loans and 11.1% growth in deposits, though CASA balances declined compared to last year.

Vedanta

Vedanta posted record production in Q3, with aluminium output at 620 kilotonnes and alumina production jumping 57% year-on-year, reflecting strong operational performance.

V2 Retail

V2 Retail’s revenue surged 57% YoY to ₹927 crore in Q3, supported by store expansion and steady demand. Same-store sales grew 2%.

Also Read: Best Paint Stocks in Jan 2026!

SPML Infra

SPML Infra received a ₹159 crore surety bond limit, which will help it bid for more projects by replacing bank guarantees with insurance-backed security.

Conclusion

Positive global cues and company-specific developments are driving attention to these stocks today. Investors should track order wins, production updates, and strategic investments for near-term market moves.

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.