A busy lineup of project wins, global expansions, leadership changes and product approvals is expected to steer market sentiment today. Renewable energy players, infrastructure companies, and IT majors have announced key developments that could influence stock movements, while pharma firms are in focus for regulatory clearances and strategic partnerships. Here’s a quick look at the stocks likely to be in focus today.
Market recap
Indian equity markets continued their upward momentum on Monday, marking a sixth straight day of gains. The Nifty 50 climbed 103 points, or 0.40%, to settle at 26,103, regaining the 26,000 level after 12 sessions. The BSE Sensex advanced 388 points, or 0.46%, to close at 84,950.
Stocks to watch today, November 18
JSW Infrastructure
JSW Infrastructure will acquire a 51% stake in South Minerals Port Company SAOC, a new port SPV in Oman, through its subsidiary JSW Overseas FZE. The deal was formalised on November 17 and will make the Omani entity a step-down subsidiary once completed.
JSW Energy
JSW Energy announced that its Finance Director, Pritesh Vinay, will resign at the end of December 2025 after 13 years with the company. He will continue in his role until a replacement is appointed. The company is evaluating internal and external candidates to fill the position.
Infosys
Infosys has introduced its AI-first GCC model to help companies transform global capability centres into AI-driven hubs. The model is designed to enhance innovation, agility, and competitiveness. Infosys says the approach is built on experience from over 100 engagements with local GCCs across industries.
HCLTech
HCLTech, in collaboration with Nvidia, has opened a new innovation lab in Santa Clara, California. The lab focuses on physical AI and cognitive robotics applications, combining Nvidia’s tech stack with HCLTech’s AI solutions. The facility connects with HCLTech’s global AI Lab network to help companies develop and scale AI projects.
Pace Digitek
Telecom infrastructure solutions company Pace Digitek announced a Rs 929.76 crore order from Maharashtra State Power Generation Company Limited (MSPGCL). The project involves a 200 MWAC grid-connected ground-mounted solar PV power plant, including design, engineering, supply, installation, testing, and three years of operation and maintenance. The scope also covers power evacuation to the state transmission substation.
Tata Power Renewable Energy
Tata Power Renewable Energy has completed a 300 MW solar project in Bikaner, Rajasthan. Built over two and a half years, the project uses DCR-compliant bifacial solar modules and around 7.75 lakh panels. The entire output will be supplied to Punjab State Power Corporation Ltd, generating an estimated 17,230 million units of green energy over its lifetime.
Saatvik Green Energy
Saatvik Green Energy’s subsidiary, Saatvik Solar Industries, has secured new domestic orders worth Rs 177.50 crore from a leading Independent Power Producer/EPC player. The order is for solar photovoltaic (PV) modules, classified as repeated business, and will be executed between November and December 2025. The company has not disclosed any additional terms beyond the supply of modules.
AstraZeneca Pharma and Sun Pharmaceutical Industries
AstraZeneca Pharma India and Sun Pharmaceutical Industries have signed their second brand partnership for Sodium Zirconium Cyclosilicate (SZC). This collaboration aims to increase the availability of the drug for Hyperkalaemia treatment in India. Both companies will promote, market, and distribute SZC under separate brand names.
Marksans Pharma
Relonchem, the UK subsidiary of Marksans Pharma, has received approval from the UK Medicines and Healthcare products Regulatory Agency (MHRA) to market Mefenamic Acid Film-Coated Tablets in 250 mg and 500 mg strengths. The medication is used for short-term relief of mild to moderate pain, including menstrual pain.