Markets are expected to open on an active note today, with several stocks in focus amid a slew of key developments. From regulatory updates and company-specific announcements to sector-driven momentum and high-volume activity, a number of listed firms are drawing investor interest. Here’s a roundup of the top stocks to keep an eye on as the trading session unfolds.

Market recap

In the previous trading session, Indian benchmark indices closed in the green, extending gains. The Sensex ended 270.01 points higher, or 0.32%, at 83,712.51, while the Nifty added 61.20 points, or 0.24%, to settle at 25,522.50.

Stocks to watch on July 09, 2025

JSW Steel

JSW Steel posted a 14% year-on-year increase in crude steel output for the April–June quarter of FY26. Consolidated production stood at 7.26 million tonnes, with Indian operations contributing 7.02 million tonnes, a 15% rise from the same quarter last year. However, production dropped 5% compared to the previous quarter due to planned maintenance at select blast furnaces.

Tata Motors

Tata Motors saw a dip in its global wholesale numbers for the first quarter of FY26, posting a 9% year-on-year decline with total volumes at 2,99,664 units. The slowdown was broad-based, with commercial vehicle sales falling 6% to 87,569 units and passenger vehicles including EVs.

Union Bank of India

Union Bank of India reported a 5% year-on-year rise in total business for Q1 FY26, reaching Rs 22.1 lakh crore. Deposit growth came in at 3.63%, while global gross advances increased by 6.8%, climbing to Rs 9.74 lakh crore.

Tata Steel

Tata Steel’s crude steel production in India held steady in Q1 FY26, at 5.26 million tonnes, nearly unchanged from the same quarter last year. However, deliveries fell 3.8% year-on-year due to shutdowns at the Jamshedpur and Neelachal Ispat Nigam plants. The company said operations at NINL have resumed, with furnace work at Jamshedpur expected to wrap up by the end of July.

Bajel Projects

Bajel Projects has laid out plans for a phased expansion at its Ranjangaon facility in Maharashtra. The company will increase its galvanisation capacity from the current 40,500 metric tonnes (MT) per annum to 1,10,000 MT over the next two years. The expansion, scheduled between Q4 FY26 and Q4 FY27, involves an estimated outlay of Rs 170 crore, to be financed through internal resources and external borrowings.

CAMS

Computer Age Management Services (CAMS) launched CAMSPay, a new digital payment gateway aimed at addressing the evolving compliance and operational needs of businesses. The move comes amid rising demand for real-time transaction tracking and amid regulatory requirements such as RBI’s tokenisation norms and data localisation standards.

Gujarat Pipavav Port

Gujarat Pipavav Port’s operational performance for Q1 FY26 showed marginal fluctuations. Container throughput came in at 164,000 TEUs, down slightly from both the year-ago and sequential quarters. Meanwhile, dry bulk volumes remained flat year-on-year at 0.55 million MT but saw sequential growth from 0.46 million MT in Q4 FY25.