Stocks to Watch today, June 4, 2026: From Titan to NBCC, here is a list of shares that will remain in focus
Overseas acquisitions, rare earths and branded iron ore part of core strategy
Strong iron ore volumes and higher prices lifted NMDC's earnings, while expansion plans and coal mining projects underpin its FY27 growth outlook
NMDC shares rose nearly 5 per cent on Tuesday after strong Q4 FY26 earnings. Brokerages remain positive on capacity expansion and diversification plans, though some caution on rich valuations.
Stocks to Watch today, June 1: From IndiGo to Eternal, here is a list of shares that will remain in focus today
Among stocks that are traded below ₹100, Angel One recommends to buy NHPC, NMDC, HCC, South Indian Bank and Lloyd Engineering based on the analysis of present technical charts.
Goldman Sachs has initiated coverage of Indian metal (steel) stocks as itsees India as the next steel demand driver. It is bullish on Tata Steel, JSW Steel, Shyam Metalics among others
Shares of midcap and smallcap companies came under pressure on Monday as Rising tensions between the US-Israel and Iran have raised concerns about potential disruptions to global oil supply
Excluding National Aluminium, 14 of 15 index constituents rose on Friday, with Lloyds Metals & Energy, Tata Steel, JSW Steel, Jindal Steel, and APL Apollo Tubes gaining over 3 per cent each
Individually, GMDC shares gained 3.6 per cent on BSE, logging a day's high at ₹551.5 per share on BSE, and NMDC shares rose 1.6 per cent to touch an intra-day high at ₹78.81 per share
Adani Ports and Special Economic Zone Limited (APSEZ), through its subsidiary Adani Gangavaram Port Ltd, has signed a strategic Memorandum of Understanding with NMDC Ltd and Vale SA to develop an integrated iron ore blending facility and dedicated Special Economic Zone (SEZ) at Gangavaram Port. The MoU was signed at the India-Brazil Business Forum Summit in New Delhi during the official visit of Brazilian President Luiz Inacio Lula da Silva, the company said in a statement. Under the agreement, the three parties will jointly develop, operationalise and manage an SEZ-based ecosystem for blending, value addition and commercialisation of iron ore. The initiative is aimed at strengthening the iron ore export value chain on India's East Coast by improving efficiency, scale and global competitiveness in mineral processing and trade. With the proposed development, the capacity of Gangavaram Port is expected to increase to 75 million tonnes, positioning it as a major export hub for iron ore
Improved production, steady pricing and rising domestic demand support outlook, though margins and execution risks remain
NMDC Ltd on Tuesday posted around 8 per cent fall year-on-year in consolidated net profit to Rs 1,747.01 crore in the December quarter, impacted by higher expenses. It had reported a net profit of Rs 1,896.66 crore in the October-December period of preceding 2024-25 financial year, the company said in an exchange filing. The company's total income, however, rose to Rs 7,983.38 crore from Rs 6,942.92 crore in the same quarter a year ago, posting a rise of about 15 per cent. NMDC saw expenses rising to Rs 5 608.54 crore from Rs 4 359.07 Q3FY25. The board also approved an interim dividend of Rs 2.50 per equity share of face value of Re 1 each for the financial year 2025-26. NMDC, under the Ministry of Steel, is India's largest iron ore producing entity.
Q3FY26 company results: Firms including Varun Beverages, Pidilite Industries, Solar Industries India, Zydus Wellness, and Mankind Pharma are also to release their October-December earnings today
State-owned NMDC on Thursday reported a 14.64 per cent year-on-year rise in iron ore production and 18.67 per cent growth in sales in December. The miner produced 5.40 million tonnes (MT) of iron ore in December 2025, higher than 4.71 MT in the same month in 2024. Iron ore sales rose to 6.64 MT in the month under review from 3.91 MT in December 2024. NMDC's cumulative production rose to 36.89 MT in April-December FY26 from 30.77 MT in the nine-month period of the preceding FY25. Sales during the period also surged to 34.92 MT from 31.80 MT in April-December 2024-25. NMDC, under the Ministry of Steel, is India's largest iron ore mining company, catering to the country's over 20 per cent need for the key steel making raw material.
Engineers India, NMDC, and Titan Company are among the top stock picks by Rajesh Bhosale of Angel One
Stocks to Watch Today, December 2, 2025: Hindalco Industries, Hindustan Unilever, NMDC, Vedant Fashions, AU Small Finance Bank, and Fineotex Chemical are among the top stocks to watch today
LTI Mindtree stock price: Excels with top-tier quality and a significant earnings surprise, making it a robust choice for investors seeking financial stability and recent positive estimate revisions.
The NSL operates with a capacity of 3 million tonne per annum (MTPA) integrated steel plant located at Nagarnar in Bastar district of Chhattisgarh
JP Morgan has raised Tata Steel's share price target to ₹195 from ₹180, implying an upside potential of 14 per cent from current levels.