Stocks to watch: Sun Pharma, Suzlon Energy, OMCs, Biocon, IHCL, Tata Power, TCS, Jio Financial Services, HCL Technologies, Emami Ltd, Bajaj Finance, among others, will be in focus today.
According to ACE Equity data, BHEL stock has added 63 per cent in the last six months and significantly outperformed NTPC, which has lost 13 per cent.
NTPC seeks key changes in draft SHANTI rules, including faster licensing, removal of new-company limits and utility-agnostic approvals
Among the new additions, Laurus Labs saw its market-cap rise 92 per cent to ₹1.03 trillion from ₹53,546 crore as of March 30, 2026
Bernstein has, however, held on to some of the stocks in its earlier focus list - Larsen & Toubro (L&T), NTPC Axis Bank, HDFC Bank, Nuvama and HomeFirst.
In the Indian context, Morgan Stanley expects the total power demand to rise 6.75 per cent between 2025 and 2030 to 668 terawatt-hour (TWh). Of this, datacenter will see a demand of 68 TWh.
Energy giant shifts focus from thermal power to solar, wind
Higher plant load factors, expanding regulated equity and an ambitious capacity addition plan leave NTPC well positioned to benefit from steady growth in power demand
Stocks to watch today: BEL, IDFC First Bank, BoB, Coal India, AU Small Finance Bank, SAIL, Maruti Suzuki, Tata Power, Allied Blenders, Jindal Steel, NTPC, ONGC and more will be focus today.
State-owned power giant NTPC on Friday posted a nearly 13 per cent rise in its consolidated net profit to Rs 6,896.44 crore for the April-June quarter compared to the year-ago period mainly on the back of higher revenues. The consolidated net profit was Rs 6,108.46 crore in the quarter ended on June 30, 2025, an exchange filing stated. Total income rose to Rs 51,141.51 crore in the quarter from Rs 47,821.11 crore in the same period a year ago.
Q1FY27 results updates: Firms including Tata Consumer Products, SBI Life Insurance Company, Hindustan Zinc, Bank of India, and Dr Lal PathLabs are also to release their April-June earnings today
Ambit Capital sees the BESS market entering a reset phase, citing rising costs, aggressive bids, project delays, and battery life-cycle uncertainties as key challenges for utilities.
Equirus Securities has assigned a target price of ₹653 for JSW Energy, implying an upside of 15 per cent. Similarly, Torrent Power received a target price of ₹1,515, suggesting over 5 per cent upside
While retaining HDFC Bank, Bernstein has added Axis Bank to its portfolio amid hopes of an improvement in asset quality and a more favourable trajectory for credit costs.
Antique said that it prefers companies with exposure to firm power generation and transmission-linked opportunities. It has maintained a 'Buy' rating on NTPC, Adani Power, and ACME Solar.
Stocks to Watch today: IndiGo, SpiceJet, Afcons infra, JSW Infra, Bharti Hexacom, NTPC Green Energy, NTPC, NLC India, FirstCry, JW Steel, HDFC Bank, among others, will in focus today.
The state-run power producer is set to invite bids for the nuclear island package as work gathers pace on its 2.8-GW Mahi Banswara project in Rajasthan
State-run NTPC seeks technology providers and EPC partners to develop flexible thermal power units capable of supporting renewable energy integration and grid stability
Stocks to Watch today, May 25, 2026: Shares of oil marketing companies will remain in focus today after petrol and diesel prices were raised by ₹2.61-2.71 per litre on Monday
Q4FY26 company results: Firms including Rainbow Children's Medicare, Anupam Rasayan India, Dollar Industries, Polyplex, and Precision Wires are also to release their January-March earnings today