• Tata Steel – Infused over β‚Ή4,000 crore into its overseas arm; global steel demand and commodity prices remain key drivers.
  • Glenmark Pharma – Entered into a licensing agreement for a new cancer treatment; progress depends on approvals and trial outcomes.
  • Lupin – Received tentative U.S. FDA approval for a generic HIV drug combination; success hinges on U.S. market launch.
  • Polycab India – In spotlight due to ongoing order flows and margin performance; raw material cost trends remain important.
  • Adani Group (incl. Adani Energy) – Continues to attract attention amid regulatory updates and expansion plans.
  • PSU Banks (e.g., Canara Bank) – Shares in focus as government considers raising foreign investment limits; credit growth and policy decisions will be key