Stocks to Watch | October 14, 2025

1. RBL Bank

Middle East banking major Emirates NBD is in advanced discussions to acquire over 51% stake in RBL Bank, as per multiple industry sources. The proposed $3 billion deal, if finalized, will mark one of the largest cross-border investments in India’s private banking sector and could significantly re-rate RBL’s valuation.

Investor View: Positive – Potential strategic capital infusion and stronger international backing.

2. KEC International

KEC International has secured new transmission and distribution (T&D) orders worth ₹1,174 crore in India and the Middle East. The company’s year-to-date order intake now stands at ₹14,000 crore, underscoring its strong execution pipeline.

Investor View: Positive – Robust order inflow supports revenue visibility and margin stability.

3. Lodha Developers (Macrotech Developers)

The company has acquired 8.37 acres of land in Bengaluru by purchasing a 100% stake in Chaitanya Bilva Pvt Ltd for ₹499.61 crore. The acquisition expands Lodha’s southern footprint and adds to its upcoming residential pipeline.

Investor View: Positive – Strategic land acquisition enhances growth potential in a key metro market.

4. KFin Technologies

KFin Technologies completed its $34.68 million acquisition of a 51% controlling stake in Ascent Fund Services (Singapore) Pte Ltd, becoming its sole promoter. The acquisition marks KFin’s expansion into global fund administration services.

Investor View: Neutral to Positive – Strengthens international presence and diversification.

5. Eicher Motors

Mario Alvisi, Chief Growth Officer (EV), has resigned, effective December 31, 2025. The company announced plans to integrate its EV brand and commercial teams with its core business units to streamline operations and accelerate its EV strategy.

Investor View: Neutral – Leadership transition offset by focused EV integration plans.

6. Oil India

Oil India Ltd (OIL) signed a 15-year Gas Sale and Purchase Agreement (GSPA) with NEEPCO for 1.4 MMSCMD gas supply to the Assam Gas-Based Power Station (AGBPS) at Bokuloni. Additionally, OIL completed the Numaligarh–Siliguri Product Pipeline (NSPL) expansion, increasing capacity from 1.77 to 5.5 MMTPA.

Investor View: Positive – Strengthens long-term revenue visibility and midstream infrastructure.

7. Uniparts India

The company declared a special interim dividend of ₹22.50 per share (face value ₹10). Record date: October 23, 2025.

Investor View: Positive – Indicates strong cash flows and shareholder return focus.

8. 5Paisa Capital

SEBI has imposed a ₹3 lakh penalty on 5Paisa Capital, its Director & CFO Gourav Munjal, and former MD & CEO Narayan Gangadhar for violations in Online Bond Platform Provider (OBPP) operations.

Investor View: Negative – Minor penalty, but signals need for stronger compliance controls.

9. Coral Laboratories

The company approved a ₹30 crore capacity expansion at its Dehradun plant to meet captive demand and support domestic and export sales.

Investor View: Positive – Capacity expansion supports medium-term growth outlook.

10. Anant Raj

The company completed its ₹1,100 crore QIP, issuing 1.66 crore shares at ₹662 per share. The funds will strengthen its balance sheet and support ongoing real estate projects.

Investor View: Positive – Successful fundraise enhances growth and liquidity position.

11. JD Cables

JD Cables signed an Agreement for Sale worth ₹10.45 crore to acquire land and building in Hooghly and placed machinery orders worth ₹5.72 crore for its conductor division.

Investor View: Positive – Investment to expand production capabilities.

12. Highway Infrastructure

The company received a Letter of Acceptance (LOA) from NHAI for operating an eight-lane access-controlled expressway between Bundi and Kota (Rajasthan) worth ₹25.26 crore.

Investor View: Positive – Strengthens infrastructure order book and recurring income stream.