According to JM Financial, Blinkit's net order value (NOV) growth is likely to slow to around 13 per cent Q-o-Q in Q3FY26, compared with 25 per cent and 27 per cent growth in Q1 & Q2, respectively.
The brokerage's view followed an analyst meet held at Tata Power's Odisha Technology Centre, where management reiterated its long-term growth roadmap.
The structural outlook remains favourable, analysts said. Mumbai contributes nearly 15 per cent to India's hotel room revenue and disproportionately dominates the luxury segment.
NBCC (India) shares rose after the company announced two new orders worth a total of ₹289.39 crore from Nalco and SAIL Bokaro.
Around 10:50 AM, Astra Microwave share price was trading 1.64 per cent higher at ₹917.50 per share. By comparison, BSE Sensex was trading 0.25 per cent higher at 85,033.88 levels.
With 100GWh, 20GWh and 12GWh of planned capacities respectively, these players are set to benefit from what Nuvama calls an imminent J-curve demand breakout, reaffirming its 'Buy' rating on the theme.
In its third annual capital allocation study, Nuvama argued that a rare combination of slowing demand cycles and elevated valuations has left corporate India "all dressed up, but with nowhere to go."
Stocks to watch today, December 12: Piramal Pharma, Kansai Nerolac and Oswal Pumps are other top stocks to track today.
At 12:15 PM, Seamec share price was trading 2.98 per cent higher at ₹1,043.70 per share. By comparison, BSE Sensex was trading 0.44 per cent higher at 84,762.60 levels.
The US remains the world's most lucrative outsourcing market, with healthcare spending touching nearly $5 trillion in CY24, accounting for 17-18 per cent of GDP.
At 9:42 AM, Tejas Networks share price was off highs, but continued to trade 0.4 per cent higher at 463.60 per share. In comparison, BSE Sensex was trading 0.23 per cent lower at 84,197.32 levels.
The brokerage said Divis Laboratories is entering a stronger growth phase, supported by a robust H2FY26 pipeline and visibility for scale-up over the next two years.
By 12:00 noon, Highway Infrastructure shares were off day's high, but continued to trade 3.85 per cent higher at ₹64.48 per share. By comparison, BSE Sensex was trading flat at 84,650.59 levels.
By 10:25 AM, SEPC shares were trading 2.92 per cent higher at ₹9.15 apiece. In comparison, BSE Sensex was trading 0.39 per cent higher at 84,994.27 levels.
Aequs IPO listing: The stock also opened at ₹140 on the NSE, marking a 12.90 per cent premium against the issue price.
At 9:21 AM, GPT Infraprojects shares continued to trade higher, up 8.62 per cent at ₹114.05 per share. In comparison, BSE Sensex was trading 0.21 per cent higher at 84,843.20 levels.
RBL Bank's C/I ratio remains elevated at 70.7 per cent due to investments in retail, digital and risk infrastructure, and lower treasury income in Q2FY26.
Despite healthy performance, Yatharth still operates below industry benchmarks in terms of ARPOB and occupancy, offering major upside potential.
Stocks to watch on December 10, 2025: Highway Infra, IRB Infra, Godrej Properties and Pine Labs are other key stocks to track today
Around 1 PM, Delhivery shares were trading at day's high level, up 3.96 per cent at ₹412.50. In comparison, BSE Sensex was trading 0.36 per cent lower at 84,795.25 levels.