Oil-sensitive stocks, HCLTech, Sterlite Tech, among buzzing shares as SENSEX, NIFTY rally nearly 1%

The indices opened with a gap-up on June 25. The SENSEX gained as much as 1.05% to hit an intraday high of 77,803.18. Meanwhile, the NIFTY50 rallied as much as 1% to touch the session’s peak of 24,261.60.

At around 12:35 PM, the S&P BSE SENSEX was trading 569.25 points or 0.74% higher at 77,560.47. The NSE’s NIFTY50 stood at 24,195.75, reflecting a 174.10 points or 0.72% jump.

Buzzing stocks on June 25: Check list

On June 25, crude oil prices dropped to their lowest level since February 27, 2026, which is one day before the United States carried out targeted attacks against Iran, with the help of Israel, starting the West Asia conflict.

Investors are now focused on the 60-day timeline for the United States and Iran to come up with a final peace agreement, as negotiations remain underway between the countries.

Vikram Solar shares continue to remain under pressure on Thursday, June 25, with the stock declining over 10% in the last five trading sessions.

In a regulatory filing dated June 24, Vikram Solar has stated that the National Company Law Appellate Tribunal (NCLAT) has stayed the insolvency proceedings against the firm till the next date of hearing. However, the company did not inform about the next date of the hearing.

On June 19, the Kolkata bench of the National Company Law Tribunal (NCLT) had ordered the initiation of the Corporate Insolvency Resolution Process (CIRP) against Vikram Solar after admitting a plea of its operational creditor, Isitva Steels.

HCL Technologies' stock gained nearly 2% to hit an intraday high of ₹1,133.50 apiece on the National Stock Exchange (NSE) on Thursday, June 25, after the IT services firm expanded its partnership with Nokia and entered into a new collaboration with Neste.

In a regulatory filing, HCLTech said it has expanded its partnership with Nokia to accelerate the adoption of autonomous networks using AI-driven automation. As part of the collaboration, the company will co-develop network automation RAN applications (rApps), including four new rApps that will be hosted on Nokia’s SMO Marketplace.

As part of the partnership, the Indian IT services company will strengthen Nokia’s autonomous network offerings with its advanced rApps. These applications will help telecom operators move towards AI-driven, self-optimising network operations.

Shares of Rajesh Exports slipped 5% to hit the lower circuit level of ₹97.02 apiece on June 25, after the Directorate of Enforcement (ED) flagged several lapses following its searches at nine premises in Bengaluru and Mumbai offices.

According to the ED, search and seizure operations under the Foreign Exchange Management Act (FEMA), 1999, were carried out starting from June 23, 2026, as part of an ongoing investigation into Rajesh Exports and its associates for suspected violations of FEMA provisions.

In a statement after the searches, the central agency said that Rajesh Exports failed to provide records of its foreign transactions, including imports, exports, overseas investments, and settlement of trade receivables and payables, making it difficult to verify the genuineness of these transactions.

The stock of Embassy Developments rallied as much as 8.4% to ₹66.90 apiece on the NSE in the early trade on Thursday, June 25, following an MoU with the Government of Uttar Pradesh.

In its press release on Wednesday, post-market hours, Embassy Developments announced the signing of a non-binding Memorandum of Understanding (MoU) with the Government of Uttar Pradesh under the Invest UP framework for a proposed large-scale commercial development in Lucknow, Uttar Pradesh.

The indicative proposal envisages the development of nearly 2.5 to nearly 3.0 million square feet of commercial real estate, with an investment of nearly ₹1,500 crore.

Sterlite Technologies' share price jumped 5% to hit its upper circuit level after the opening bell on Thursday, June 25, after the firm launched its qualified institutional placement (QIP) in an effort to raise funds from stock market investors.

It launched its QIP issue after the board of directors’ approval on Thursday, as the company invites bids from eligible qualified institutional buyers (QIBs) for subscription of equity shares.

Sterlite Tech’s QIP issue has been fixed at a floor price of ₹613.69 per equity share, based on the pricing formula under the regulations of the capital market watchdog, Securities and Exchange Board of India (SEBI).

The company’s QIP issue may offer a discount of not more than 5% on the floor price, as approved by the shareholders through a special resolution on June 24, 2026, according to the NSE filing.

Suzlon Energy on Thursday, June 25, announced that it has secured a new EPC contract from Tata Power's subsidiary, Tata Power Renewable Energy Limited (TPREL), for a 400 MW wind energy project.

This repeat order, awarded in less than a year, brings the cumulative partnership across Maharashtra, Tamil Nadu, Karnataka, and Andhra Pradesh to over 1 GW.

This order takes Suzlon's orderbook in Andhra Pradesh to around 1 GW. It has an installed base of 1.8 GW in Andhra Pradesh, which is 28.44% of Suzlon's installed base in South India.