Stocks to Watch Today (October 8, 2025): Tata Motors, Vedanta, Paytm, UltraTech, Titan, Lodha Developers and more

Stocks to Watch Today (October 8, 2025): Indian markets are tracking major corporate earnings, infrastructure developments, and business announcements on October 8, 2025. Realty and infrastructure stocks are expected to draw attention as Prime Minister Narendra Modi inaugurates Phase 1 of the Navi Mumbai International Airport and the final phase of Mumbai Metro Line-3. Here is the list of key stocks that should be focus in Wednesday's session.

Saatvik Green Energy

The company is scheduled to announce its quarterly results today.

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Shringar House of Mangalsutra

The company posted strong first-quarter numbers for FY26. Revenue climbed 22.9 per cent year-on-year to Rs 333 crore, while net profit jumped 68 per cent to Rs 28.5 crore. EBITDA grew 65 per cent to Rs 42 crore, with margins expanding to 12.5 per cent from 9.3 per cent in the same period last year.

Dev Accelerator

The company turned profitable with a net profit of Rs 14 lakh compared to a Rs 6 crore loss in the previous year. Revenue more than doubled to Rs 55.6 crore, and EBITDA rose 88 per cent to Rs 26 crore in Q1FY26.

Tata Motors

Jaguar Land Rover faced a difficult quarter. Wholesale volumes fell 24 per cent year-on-year to 66,165 units, while retail volumes dropped 17 per cent to 85,495 units. The decline was mainly due to a cyber incident in September that disrupted production and weaker demand for older Jaguar models being phased out. JLR has begun a phased restart of manufacturing operations and introduced a supplier financing solution to support the recovery.

Titan Company

The company reported 20 per cent growth in its total consumer business for Q2. Domestic sales grew 18 per cent, while international sales surged 86 per cent. The jewelry division saw 19 per cent growth, and CaratLane recorded 30 per cent expansion. Titan added 55 new stores, bringing its total retail count to 3,377 outlets.

Godrej Consumer Products

The company posted mid-single-digit revenue growth but expects pressure on EBITDA margins due to costs related to GST transition. The home care segment grew in the high single digits, while personal care saw a small decline.

Lodha Developers

The company reported Q2 pre-sales up 7 per cent year-on-year to Rs 4,570 crore, while collections rose 13 per cent to Rs 3,480 crore. Lodha launched one project worth Rs 2,300 crore in gross development value and remains confident of meeting its FY26 guidance.

Keystone Realtors

The company posted a 9 per cent year-on-year increase in pre-sales to Rs 763 crore and launched a project worth Rs 949 crore in gross development value. Collections also grew 9 per cent to Rs 601 crore.

IRB Infra

September gross toll collection rose 11 per cent year-on-year to Rs 557 crore.

IRB InvIT

Toll collection climbed 7 per cent year-on-year to Rs 89 crore.

S H Kelkar and Company

The company reported H1FY26 revenue growth of 13 per cent year-on-year to Rs 1,140 crore. Margins stayed steady and debt stood at Rs 698 crore as of September end.

Saatvik Green Energy

The company secured two solar PV module supply orders worth Rs 708 crore, to be executed in FY26.

Anant Raj

The company opened its QIP issue with a floor price of Rs 695.83 per share—about a 5 per cent discount—aiming to raise Rs 2,000 crore.

Paytm / IDBI Bank

The Finance Ministry clarified that there will be no merchant discount rate on UPI payments. It also confirmed plans to complete IDBI Bank's divestment within the current financial year.

Axis Bank

The lender is planning to expand into acquisition financing for corporates after receiving approval from the RBI for domestic banks to fund merger and acquisition deals.

CONCOR / UltraTech Cement

The companies signed a deal for bulk cement transportation.

Dishman Carbogen

The company's subsidiary formed a strategic alliance with Celonic Group for an integrated Antibody-Drug Conjugate development and manufacturing platform.

Bajaj Finserv

The company renamed its subsidiaries—Bajaj Allianz General Insurance is now Bajaj General Insurance, and Bajaj Allianz Life Insurance becomes Bajaj Life Insurance.

Utkarsh Small Finance Bank

The board is meeting today to finalize terms of its Rs 950 crore rights issue.

Vedanta

The National Company Law Tribunal in Mumbai is resuming the hearing on the company's planned demerger.

Bulk and Block Deals Today

- Shailey Engineering

Motilal Oswal Mutual Fund bought 3.25 lakh shares and Stallion Asset acquired 2.5 lakh shares, totaling Rs 122.7 crore in purchases. Lighthouse India Fund sold 13.3 lakh shares worth Rs 284.4 crore.

- Fabtech Technologies

The stock recorded significant trading with total buy value of Rs 65.4 crore and sell value of Rs 44.3 crore. Major buyers included Alactrity Securities, Jayant Wealth Management, and Keya Vimal Salot, while sellers included Religo Commodities Ventures and Necta Bloom VCC Regal Fund.

- Glottis Ltd

Abundantia Capital and Shine Star Build Cap sold a combined 24.9 lakh shares worth Rs 21.6 crore.

- Indraprastha Medical Corp

Sway Financial Services bought 4.78 lakh shares worth Rs 25.5 crore.