7 min read | Updated on December 01, 2025, 08:53 IST
SUMMARY
Stocks to Watch: Shares of auto companies such as Maruti, Hyundai India, M&M, Tata Motors PV and CV segments, Eicher Motors, and Bajaj Auto, among others, will be in focus as the companies will start releasing their November sales data from today.
The GIFT NIFTY futures suggest that the NIFTY50 index will open 117 points higher. | Image: Shutterstock
Stocks to Watch: The domestic stock market is expected to see a gap-up start to trading on Monday, December 1. The GIFT NIFTY futures suggest that the NIFTY50 index will open 117 points higher.
Here is a list of stocks that may remain in focus today.
ITC, Godfrey Philips, VST Industries: Shares of tobacco and tobacco product companies such as ITC Ltd, Godfrey Philips, and VST Industries, among others, are expected to hog the limelight on Monday, December 1, as, according to news reports, the government will introduce two bills in the Lok Sabha on Monday to levy excise duty on tobacco and tobacco products and a new cess on the manufacturing of pan masala.
The Central Excise Amendment Bill, 2025, will replace the GST compensation cess currently levied on all tobacco products, such as cigarettes, chewing tobacco, cigars, hookahs, zarda, and scented tobacco. READ MORE
Godrej Properties Limited (GPL): The realty major on Monday announced that it has participated in an e-auction conducted by the Hyderabad Metropolitan Development Authority (HMDA) for a marquee land parcel measuring ~ 5 acres in Neopolis, Kokapet, one of Hyderabad’s most prestigious and high-growth real estate destinations, where GPL has emerged as the highest bidder, according to the e-tendering portal of MSTC Limited.
HMDA shall issue the allotment letters after following the due process.
Sterling and Wilson Renewable Energy: Shares of leading renewable EPC company Sterling and Wilson Renewable Energy will be in focus on Monday, December 1, after the company announced that it has signed a five-year strategic partnership with Adani Green and received its first purchase order from the company.
According to an exchange filing on Monday, the firm said a ₹1,381 crore order is for a balance of system (BOS) package for three solar power projects at Khavda Renewable Energy Park, Gujarat.
SBI: Shares of State Bank of India (SBI), the state-run banking giant, are expected to trade actively on Monday, December 1, as the bank's Chairman C. S. Setty said that with the pick-up in economic activity, the lender is seeing a clear revival in corporate credit demand and expects the segment to hit double-digit growth over the remaining two quarters of the current financial year.
Lodha Developers: Shares of Lodha Developers, the realty firm, are expected to be in focus on Monday, December 1, as the company plans to launch 15 housing projects worth ₹14,000 crore in the second half of the current fiscal year (2HFY26) to expand its business.
Mumbai-based Lodha Developers is one of the leading real estate companies in the country. It sells properties under the Lodha brand.
According to its latest investor presentation, Lodha Developers plans to launch 10 million sq ft of area for sales across 15 projects during the second half of the 2025-26 fiscal year.
Mahindra & Mahindra (M&M): Mahindra & Mahindra plans to stick to its strategy of offering premium and differentiated vehicles, comprising internal combustion engine-powered SUVs and electric vehicles, in order to further strengthen its presence in the domestic passenger vehicle segment, according to a top company executive.
The Mumbai-based auto major has no immediate plans to introduce CNG and other alternate fuel technologies in its product range, as it wants to stick to its core brand identity and cater to a customer base which seeks differentiated products.
Auto stocks: Shares of auto companies such as Maruti, Hyundai India, M&M, Tata Motors PV and CV segments, Eicher Motors, and Bajaj Auto, among others, will be in focus as the companies will start releasing their November sales data from today.
Lenskart: Eyewear company Lenskart Solutions reported a 19.8% jump in consolidated profit after tax to ₹103.4 crore in the second quarter ended September 30, 2025, a company filing said on Saturday.
The company had recorded a profit after tax of ₹86.3 crore in the same period a year ago.
Lenskart posted a 26% year-on-year increase in product margin accruals in the reported quarter to ₹1,485 crore, from ₹1,180.7 crore.
The product margin during the September quarter was up 69.2%, from 68.1% in the September 2024 quarter.
L&T: The next phase of growth will be driven not only by scaling operations but also by embracing digitisation, sustainability, and climate resilience, a senior official of Larsen & Toubro (L&T) said on Saturday.
Speaking at The InfraPandit Awards 2025, Sthaladipti Saha, Senior Vice President & Head - Buildings & Factories, L&T Construction, underlined the importance of learning and training, noting that doctoral research is crucial to India's progress.
L&T, he said, also stood for learning and training.
Saha stressed that the nation's future lies not only in its physical assets, such as concrete and steel, but also in its intellectual capital, insight, and imagination, according to a release.
GRSE: Garden Reach Shipbuilders & Engineers Ltd (GRSE) on Saturday said it has received notices from both the National Stock Exchange and BSE for non-compliance with several corporate governance provisions under the SEBI listing obligations during the quarter ended September 30, 2025.
In a regulatory filing, the defence PSU said the exchanges have flagged violations of Regulations 17(1), 18(1) and 19(1)/19(2) relating to the mandatory presence of independent directors, including a woman independent director, and the constitution of the audit committee and the nomination and remuneration committee.
For these lapses, each exchange has imposed a fine of ₹9,77,040, inclusive of GST, the company said.
Mindspace Business Parks REIT: Realty firm Mindspace Business Parks REIT has acquired three prime commercial properties from its sponsor, K Raheja Corp, for ₹2,916 crore as part of its strategy to expand its portfolio.
Mindspace REIT, sponsored by realty firm K Raheja Corp, currently has a portfolio of 38.2 million square feet of commercial space, and the same will expand to 39 million square feet after the completion of the acquisition of these three assets.
In a regulatory filing on Friday, the company said it has acquired three prime CBD (central business district) assets for ₹2,916 crore from K Raheja Corp.
The Board of the Manager to Mindspace REIT has approved the acquisition and preferential issue of units aggregating up to ₹1,820 crore, subject to unitholders and other regulatory approvals.
IRFC: State-owned Indian Railway Finance Corporation Ltd (IRFC) on Friday said it has raised ₹2,981 crore through maiden zero-coupon bond issuance to fund projects of railways.
The proceeds will be used for financing and refinancing key infrastructure projects, including ongoing and upcoming railway and allied infrastructure initiatives.
The issue received an overwhelming response, with bids of over ₹7,500 crore against a base size of ₹1,000 crore and a green-shoe option of ₹4,000 crore, IRFC said in a statement.
IRFC accepted bids of approximately ₹2,981 crore at a competitive yield of 6.79% for its 10-year zero-coupon bonds, well below the prevailing AAA-rated PSU benchmark of 7.15%.
Brigade Enterprises: The company has signed a Joint Development Agreement with the landowner to develop a premium residential project in Begumpet, Hyderabad. The project will offer a development potential of approximately 0.5 million sq. ft. with an estimated revenue potential exceeding ₹800 crore.
Waaree Energies: The company has received an order for the supply of 140 MW solar modules from a renowned customer engaged in the business of owning, developing and operating renewable power projects in India.
NCC Ltd: the company has received three other orders apart from the ₹2,062.71 crore (excluding GST) disclosed earlier this week, disclosing a total of ₹530.72 crore (excl. GST) during November 2025. Of these three orders received, ₹321.18 crore pertains to the Buildings Division, ₹129.77 crore pertains to the Water Division, and ₹79.77 crore pertains to the Transportation Division of the company.
Arind SmartSpaces: Arvind SmartSpaces Limited (ASL), one of India’s leading real estate development companies and part of the Lalbhai group, announced that it has acquired a new residential high-rise project in Vastrapur, Ahmedabad, with a total estimated saleable area of ~3.6 lakh sq. ft. and a top-line potential of nearly ₹400 crore. The project is acquired on an outright basis.
This strategic addition marks a significant milestone in ASL’s growth journey and reinforces its commitment to delivering premium residential high-rise projects in high-potential markets.
With inputs from PTI
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