Stocks in News 10 Jul

Top Stocks to Watch Today (Highest Market Impact) High Conviction Positives Havells India Strategic partnership with Pixii AS (Norway) to enter the Battery Energy Storage Systems (BESS) market. Strengthens presence in India's fast-growing energy storage ecosystem. View: Positive for long-term growth. Dixon Technologies Signed a Joint Venture with Vivo to expand smartphone manufacturing in India. Reinforces Dixon's leadership in electronics manufacturing and benefits from the PLI scheme. View: Strong Positive. Mahindra & Mahindra (M& M) June production surged to 1, 10, 795 units vs 85, 232 units YoY. Exports more than doubled to 5, 954 units. Indicates strong demand and execution. View: Positive. Power Grid Won the Bhadla-III, Ramgarh PS & Kanpur ISTS transmission project under TBCB. Expands regulated asset base with stable long-term returns. View: Positive. IRB Infrastructure June toll collections increased 28% YoY to ₹807.8 crore. Reflects improving traffic growth and robust cash generation. View: Positive. Some Positive Developments : Apollo Micro Systems Acquiring 41% stake in Premier Explosives for ₹1, 550 crore. Strategic entry into defence ammunition and explosives. Positive Premier Energies Commissioned a 5.6 GW solar module manufacturing facility. Further strengthens India's renewable manufacturing capacity. Positive Lux Industries Signed agreement for the Reebok trademark in India. Entry into premium innerwear and athleisure segment. Positive CONCOR Signed a 15-year agreement with GAIL to establish an LNG dispensing station at Ahmedabad ICD. Supports green logistics initiative. Positive YES Bank Received first-ever S& P Global Rating: BB+ (Stable). Improves international credibility. Positive Anand Rathi Wealth Reported healthy Q1 FY27 earnings. Revenue: ₹322 crore PAT: ₹163 crore Positive Varun Beverages PepsiCo highlighted strong Q2 performance. Positive read-through for future earnings. Positive Olex Energy Won ₹628 crore solar module order. Strengthens order book visibility. Positive Brahmaputra Infrastructure L1 bidder for ₹137.6 crore railway project. Positive Other Positive Stocks Vikram Solar – 130 MW supply agreement. JSW Cement – Plans to expand capacity to 60 MTPA. Orbit Exports – Buyback at ₹250/share. Ceinsys Tech – ₹67 crore LoI. Jash Engineering – Order book at ₹912 crore. Bajaj Finserv – Strong insurance premium growth. Muthoot Microfin – Disbursements up 49% YoY. One97 Communications (Paytm) – Partnership with Indonesia's Flip. Precot – Dubai subsidiary incorporated. Textile stocks (Gloster, Ludlow, Cheviot) – Raw jute restrictions removed. Footwear stocks – Legacy stock clearance timeline extended. Lokesh Machines – Removed from U.S. OFAC SDN list. Bulk & Block Deal Watch Positive Accumulation PC Jeweller Knack Packaging Motisons Jewellers NDTV Axiscades Technologies Vintage Coffee Paradeep Phosphates Confidence Petroleum Unichem Laboratories Neutral Developments TCS: Q1 FY27 results broadly in line with expectations. Maruti Suzuki: Plans to add ~500 service points during FY27. Oberoi Realty: No adverse impact expected from Gurugram court order. Dr. Reddy's & Torrent Pharma: Voluntary recall of select Semaglutide batches for technical evaluation. Greaves Cotton: ₹331 crore rights issue approved. Godrej Properties: NCLT approved amalgamation. ONGC: Approved development of a 1.75 MMT Strategic Petroleum Reserve at Mangalore. TTK Prestige: Roorkee plant operations affected by floods. 📌 Stocks Likely to Remain in Focus Today Havells India ⭐⭐⭐⭐⭐ Dixon Technologies ⭐⭐⭐⭐⭐ Mahindra & Mahindra ⭐⭐⭐⭐⭐ Power Grid ⭐⭐⭐⭐⭐ IRB Infrastructure ⭐⭐⭐⭐⭐ Apollo Micro Systems ⭐⭐⭐⭐ Premier Energies ⭐⭐⭐⭐ Lux Industries ⭐⭐⭐⭐ CONCOR ⭐⭐⭐⭐ YES Bank ⭐⭐⭐⭐