A new round of corporate announcements is set to shape market buzz today. From index reshuffles and quarterly earnings to penalties, fundraises and project acquisitions, several companies have announced developments that could influence their share movement. Here are the key stocks that may be in focus in today’s trading session.
Market recap
The Indian markets had a quiet finish on November 28. The Nifty closed near the 26,200 mark, slipping 0.05% by the end of the day. The Sensex also ended losing 0.02% and staying close to 85,700.
Stocks to watch today, December 1, 2025
November auto sales in focus
Automakers will be back in the spotlight as November sales data arrives on December 1. The numbers will show how demand shaped up after the festive season and whether retail momentum has carried into the final month of the year.
Lenskart
Eyewear company Lenskart reported its second-quarter results for the financial year 2025–26. The firm recorded a 19.7% rise in net profit, touching Rs 102.2 crore compared to Rs 85.4 crore in the same quarter last year.
On a quarter-on-quarter basis, profit increased by 70.3%, helped by the absence of exceptional losses. Last quarter, the company had reported an exceptional loss of Rs 10.4 crore, but this time it reported none.
Hindustan Unilever
The National Stock Exchange (NSE) said Kwality Wall’s India will be added to the Nifty 50 index starting December 5. This comes ahead of the demerger of Hindustan Unilever Limited’s (HUL) ice-cream business. A special pre-open session will be held on the day of the index change to manage volatility.
HUL’s demerger will take effect from December 1, as per its exchange filing. The company has fixed December 5 as the record date, which will also serve as the ex-date, for the demerger.
HDFC Bank
HDFC Bank said the Reserve Bank of India (RBI) has imposed a penalty of Rs 91 lakh. The regulator stated that the bank violated certain rules under the Banking Regulation Act, including issues related to interest-rate guidelines, outsourcing practices and Know Your Customer (KYC) norms.
The bank said it has taken corrective steps along with its subsidiary HDB Financial Services.
Dalmia Cement
Dalmia Cement (Bharat), a unit of Dalmia Bharat, has been hit with two show-cause notices from the Tamil Nadu Sales Tax Office, adding up to Rs 266.3 crore. The notices, issued under Section 74 of the Central and Tamil Nadu GST Act for the financial years 2019–20 and 2022–23, were sent by the Sales Tax Officer in Lalgudi, Tiruchirapalli, the company said in a regulatory filing.
ICICI Bank
ICICI Bank raised Rs 3,945 crore by issuing unsecured, subordinated, listed Tier-2 Basel-III compliant bonds. A total of 3,945 debentures, each worth Rs 1 crore, were allotted on a private placement basis.
IRFC
Indian Railway Finance Corporation (IRFC) raised Rs 2,981 crore through its first-ever Zero-Coupon Bonds.
The funds will be used to finance and refinance key railway infrastructure projects, including ongoing upgrades and future expansion.
Tejas Networks
Telecom equipment manufacturer Tejas Networks received Rs 84.95 crore as part of the Production Linked Incentive (PLI) scheme for telecom and networking products. This payment is the first tranche, representing 85% of the eligible incentive for the fourth quarter of FY 2024–25. The remaining amount will be paid later as per scheme rules.
Groww
Billionbrains Garage Ventures, the parent company of investment platform Groww, invested Rs 104.47 crore in its subsidiary Finwizard Technology Private (FTPL). The fund infusion happened through a rights issue and is part of commitments made in a Share Purchase Agreement (SPA) signed earlier. FTPL has already received all required regulatory approvals for this issuance.
JK Tyre
JK Tyre and Industries said its board has taken note of the approval given by the National Company Law Tribunal (NCLT) Jaipur Bench for the merger of Cavendish Industries Limited (CIL) with JK Tyre.
The merger will be effective from December 22, 2025, but will operate from the appointed date of April 1, 2025.
Arvind SmartSpaces
Real-estate developer Arvind SmartSpaces announced the acquisition of a new residential high-rise project in Vastrapur, Ahmedabad. The project covers around 2.6 lakh square feet of saleable area and has a revenue potential of Rs 400 crore. It has been acquired outright and marks the company’s 24th project in Gujarat.
Borosil Renewables
Borosil Renewables received a subsidy of Rs 14.21 crore from the Ministry of Electronics and Information Technology (MEITY). The payout was given under the Modified Special Incentive Package Scheme (MSIPS). With this, Borosil’s total subsidies from MEITY over the past two years have reached Rs 106.53 crore, supporting its expansion projects.