Stocks to Watch Today (November 3, 2025): Coal India, HUL, Titagarh Rail Systems, BEML, Shree Cements and more

Stocks to Watch Today (November 3, 2025): Indian markets are set for an active session on Monday, with several major earnings, corporate actions, and updates lined up. Key companies such as Titan, Bharti Airtel, Power Grid, and Tata Consumer Products will announce their quarterly results later today, while multiple stocks trade ex-dividend or ex-split.

BEML Ltd will trade ex-date today for its stock split. The company has announced a split in the ratio of 1:2, reducing the face value of each share from Rs 10 to Rs 5. The move aims to improve liquidity and widen retail participation.

Colgate Palmolive

Colgate Palmolive (India) shares will turn ex-dividend for an interim payout of Rs 24 per share.

The IT major will trade ex-dividend for an interim dividend of Rs 130 per share — among the highest payouts in the current earnings season.

Shree Cement will trade ex-dividend for an interim dividend of Rs 80 per share, reflecting strong profitability in the recent quarter.

Supreme Industries goes ex-dividend for an interim payout of Rs 11 per share.

Anchor lock-in for nearly 4 per cent of NSDL’s outstanding shares will open today, which could lead to some near-term movement in the stock.

Bharat Petroleum Corporation Ltd (BPCL) posted a strong Q2FY26 operational performance. Revenue fell 6.8 per cent sequentially to Rs 1,04,913 crore but remained close to estimates. EBITDA rose 1.1 per cent to Rs 9,778 crore, beating expectations. Margins improved to 9.3 per cent, while PAT rose 5 per cent QoQ to Rs 6,443 crore. The company declared an interim dividend of Rs 7.5 per share. Gross refining margin (GRM) stood at 10.78 US dollars per barrel versus 6.1 last quarter. A concall is scheduled for 11 AM today.

Phoenix Mills reported a strong Q2FY26, beating estimates on all fronts. Revenue rose 21.6 per cent YoY to Rs 1,115 crore, while EBITDA increased 29 per cent to Rs 667 crore. PAT surged 39.5 per cent to Rs 304 crore, reflecting robust retail and commercial portfolio performance.

October auto sales were robust, led by Maruti Suzuki, Hyundai, M&M Auto, TVS Motor, and Tata Motors PV divisions, all registering their highest monthly volumes. Eicher Motors’ sales were largely in line with estimates.

Balkrishna Industries posted a weak Q2FY26 with revenue down 1.1 per cent YoY to Rs 2,393 crore. EBITDA declined 11.8 per cent to Rs 511 crore, and PAT fell 21.3 per cent to Rs 273 crore.

JK Cement delivered strong results for Q2FY26. Revenue rose 18 per cent YoY to Rs 3,019 crore, while EBITDA grew 51.7 per cent to Rs 446 crore. PAT increased 27.4 per cent to Rs 161 crore, with margins expanding to 14.7 per cent.

Steelcast Ltd reported a 42 per cent YoY rise in revenue to Rs 107 crore. EBITDA jumped 59 per cent to Rs 30.1 crore, and PAT nearly doubled to Rs 23 crore, driven by higher operational efficiency.

The healthcare firm reported an 8.9 per cent YoY revenue growth to Rs 381 crore. PAT rose 16.5 per cent to Rs 49 crore, while margins improved slightly to 18.7 per cent.

Coal India’s provisional production in October declined 9.8 per cent YoY to 5.64 crore tonnes, while offtake fell 5.9 per cent to 5.83 crore tonnes. Cumulative production for April–October stood 4.5 per cent lower YoY at 38.55 crore tonnes.

GHCL has announced a buyback of 41.38 lakh shares at Rs 725 per share, spending about Rs 300 crore for 4.32 per cent of its equity. The record date is set for November 14.

HUL has received an income tax demand notice of Rs 1,986 crore under Section 156 of the Income Tax Act, dated October 30, 2025.

Titagarh Rail Systems received a Letter of Intent worth Rs 2,481 crore from MMRDA for the design, manufacture, supply, testing, and commissioning of rolling stock for Mumbai Metro Line 5.

NCC Ltd secured fresh orders worth Rs 6,829 crore, with an additional Rs 710 crore in October. These include Rs 590.9 crore for the building division and Rs 119.1 crore for the transportation segment.

The company signed 22 MoUs worth around Rs 17,645 crore with 16 firms during India Maritime Week 2025 in Mumbai, focusing on dredger construction, modernization, and maritime infrastructure.

Cochin Shipyard signed a Letter of Intent with Denmark-based Svitzer to build a new electric tugboat. It also formed partnerships with IOCL, NMDC, and IHC for dredger construction, modernization, and repair operations.

Subsidiary ACME Greentech Eighth has received a Category IV trading license from CERC for interstate electricity trading across India.

NLC India approved the transfer of seven renewable energy assets (1,430 MW capacity) to its subsidiary NLC India Renewables under the government’s asset monetization plan. The company also commissioned phase two of its 300 MW solar project in Bikaner, Rajasthan.

City Union Bank received a $50 million commitment from the International Finance Corporation (World Bank Group) to support MSMEs in adopting energy-efficient and cost-effective solutions.

Zen Technologies bagged defence orders worth Rs 289 crore for upgrading anti-drone systems. Separately, CFO Afzal Harunbhai Malkani resigned to pursue new opportunities.

Astra Rafael Comsys Pvt Ltd, a JV of Astra Microwave, secured a Rs 285.56 crore order from the Defence Ministry for advanced communication systems for the Indian Air Force.

Lemon Tree Hotels opened its second property in Motihari, Bihar. The 50-room hotel will launch in two phases, with 32 rooms operational initially.

Rajratan Global received Rs 3.27 crore as the next installment of its investment promotion assistance under the Madhya Pradesh Investment Promotion Scheme.

The company will raise Rs 1,295 crore by issuing 4.62 crore shares at Rs 280 per share to MIH Investments One B.V. Post-allotment, MIH’s stake will increase from 5.05 per cent to 14.64 per cent.

DCM Shriram has received a tax demand order of Rs 249.27 crore for AY 2022–23.