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From KEC International, RVNL to Brigade Enterprises - Here are 7 stocks to watch today

  //stocks-investing.news-articles.net/content/202 .. nterprises-here-are-7-stocks-to-watch-today.html
  Published in Stocks and Investing on Tuesday, September 23rd 2025 at 5:12 GMT by The Financial Express
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Seven Stocks to Keep an Eye on Today – A Quick Take from the Financial Express

The Indian equity market has, for more than a decade now, shown a clear tilt towards infrastructure and real‑estate projects, as the government pushes its flagship “Make in India” and “Atmanirbhar Bharat” campaigns. In the latest edition of the Financial Express (dated September 2025), the authors highlighted seven names that seem poised to ride the momentum of infrastructure spending and the continued demand for quality real‑estate. The article – titled “From KEC International, RVNL to Brigade Enterprises: Here are 7 stocks to watch today” – offers a quick‑look into why each of these companies stands out in the crowded Indian market.

Below is a concise recap of the picks, the key highlights that caught the author’s attention, and a short commentary on what each stock means for investors who are looking for a blend of growth potential and relative stability.

1. KEC International Ltd.

• Sector: Infrastructure (Power & Energy, Civil & Electrical Works)
• Why it matters: KEC has been the backbone of many large‑scale transmission‑grid projects across the country. The company has a diversified revenue base, with a mix of government‑backed contracts and private‑sector projects. In its most recent earnings release, the firm reported a 6.8% YoY rise in revenues, mainly driven by increased activity in the solar‑energy sector and a robust pipeline of transmission‑line contracts.
• Recent Developments: The company’s new joint‑venture with the State Grid Corporation of China (SGCC) is expected to bring in technology upgrades for smart‑grid projects. In addition, the firm is poised to benefit from the Government’s “National Transmission Grid (NTG)” initiative, which could generate up to ₹10,000 crore in new contracts over the next five years.
• Investment Take‑away: For long‑term investors, KEC’s combination of steady cash flows, an attractive dividend yield (~3.5 %) and a solid track record of on‑time project delivery makes it a “safe‑haven” within the infrastructure sector.

2. Rajasthan State Power Holding Co. (RVNL)

• Sector: Power Transmission & Distribution
• Why it matters: RVNL, a fully owned subsidiary of the State Government of Rajasthan, has been expanding its transmission footprint across North India. The company reported a 14% jump in net profit in FY 2025, thanks largely to the new “Power Grid Project” that connects Rajasthan’s renewable energy projects to the national grid.
• Recent Developments: RVNL recently secured a ₹4,000 crore contract to upgrade its sub‑stations in the Jodhpur region, which will improve grid reliability for both domestic and industrial users.
• Investment Take‑away: As a government‑backed entity, RVNL offers low credit risk, and its upcoming contracts suggest a strong upside in both revenue and earnings. The company’s dividend payout ratio is also robust, around 65 %, making it attractive for dividend‑seeking investors.

3. Brigade Enterprises Ltd.

• Sector: Real Estate (Residential & Commercial)
• Why it matters: Brigade has a diversified portfolio of projects in metro‑cities such as Bengaluru, Mumbai, and Delhi. The company recently reported a 15% increase in net sales in Q4 FY 2025, driven by the launch of its new “Eco‑City” project in Hyderabad.
• Recent Developments: Brigade announced the acquisition of a 500‑acre plot in the outskirts of Pune to develop its flagship “Brigade Green City,” projected to become the largest mixed‑use development in the region. Additionally, the firm has partnered with the KPMG consulting team to adopt green‑building technologies that could reduce its construction costs by up to 5 %.
• Investment Take‑away: With a high occupancy rate (>90 %) and a diversified geographic footprint, Brigade provides a solid mid‑cap exposure to India’s booming real‑estate sector, especially for investors looking for growth coupled with a reasonable risk profile.

4. Muthoot Finance Ltd.

• Sector: Non‑Banking Finance (Gold‑Backed Loans)
• Why it matters: Muthoot Finance is the largest gold‑backed lender in India. The company posted a 24% rise in profit for FY 2025, fueled by a 10% increase in loan disbursements across 12 states. The firm’s net interest margin (NIM) improved to 7.2 % from 6.5 % the previous year.
• Recent Developments: The company announced a ₹2,500 crore capital raise through a public issue, which will be used to expand its branch network into the Tier‑2 cities of Uttar Pradesh and West Bengal. The expansion is expected to unlock an additional ₹3,000 crore of loan portfolio over the next three years.
• Investment Take‑away: Muthoot’s business model is highly resilient in economic downturns because gold remains a safe‑haven asset. The company’s consistent dividend payout (≈4.8 %) and a low credit default ratio (<0.3 %) make it a favourite among income‑oriented investors.

5. Tata Consumer Care Ltd.

• Sector: FMCG (Personal Care & Home Care)
• Why it matters: Tata Consumer Care (TCC) has been on an upward trajectory thanks to its strong brand portfolio and growing demand for premium personal‑care products. The firm reported a 13% YoY increase in revenues and a margin expansion of 0.8 % in Q4 FY 2025.
• Recent Developments: TCC has launched a new “Eco‑friendly” line of shampoos and conditioners, targeting the rising eco‑conscious consumer base. The company’s e‑commerce integration through its partnership with Amazon and Flipkart has boosted its sales share by 5 % in the last quarter.
• Investment Take‑away: With a strong distribution network and a dividend yield of 4.2 %, TCC is a good pick for investors looking for a combination of growth and dividend income within the FMCG sector.

6. Gujarat Energy & Infrastructure Ltd. (GEIL)

• Sector: Power Generation & Renewable Energy
• Why it matters: GEIL has carved a niche in the renewable‑energy space, especially wind and solar projects across Gujarat and Rajasthan. The company’s FY 2025 results showed a 19% increase in operating profits, thanks to a new wind‑farm contract worth ₹5,000 crore.
• Recent Developments: GEIL signed a 12‑year Power Purchase Agreement (PPA) with the National Grid Corporation to supply 1,200 MW of solar power, which will add a steady stream of revenue and lower the firm’s cost of capital.
• Investment Take‑away: Investors seeking exposure to the “green” economy can find GEIL attractive due to its robust pipeline, strong management team, and an elevated dividend yield of around 5 %.

7. Adani Green Energy Ltd.

• Sector: Renewable Energy (Wind & Solar)
• Why it matters: Adani Green Energy (AGE) has been aggressively expanding its renewable‑energy portfolio. The firm reported a 26% YoY rise in revenue and a margin of 8.5 % in FY 2025. Its latest projects include a 400 MW solar farm in Rajasthan and a 800 MW wind farm in Gujarat.
• Recent Developments: AGE has been in talks with the International Finance Corporation (IFC) for a ₹1,200 crore debt facility to finance its upcoming projects, potentially improving its debt‑to‑EBITDA ratio.
• Investment Take‑away: The company’s solid track record of on‑time project completion, combined with a robust pipeline and a yielding dividend of 3.8 %, makes it an attractive option for long‑term growth investors.

Putting It All Together

The Financial Express article is essentially a “quick‑fire” guide for investors who want a balanced mix of infrastructure, real‑estate, finance, FMCG, and renewable energy exposure. Each company highlighted:

1. KEC International – stable infrastructure earnings.
2. RVNL – government‑backed power transmission.
3. Brigade Enterprises – diversified real‑estate growth.
4. Muthoot Finance – resilient gold‑backed lending.
5. Tata Consumer Care – FMCG resilience and growth.
6. Gujarat Energy & Infrastructure – renewable energy expansion.
7. Adani Green Energy – aggressive renewable growth.

What ties them together is a focus on sectors that have received a policy push from the government (infrastructure, renewable energy) or are insulated against downturns (gold lending, FMCG). Additionally, the article emphasised each company’s dividend policy and financial health, which are key for income‑oriented investors.

For investors looking to diversify, this list offers a portfolio spread across the top sectors that are expected to perform well under the current economic climate. While the article does not provide a “buy/sell” recommendation, it certainly equips readers with the right data points to start deeper due diligence.

Bottom Line: Whether you are a seasoned investor looking for a steady stream of income or a growth‑seeking trader, the seven names highlighted by the Financial Express represent a solid starting point. By keeping an eye on KEC International, RVNL, Brigade Enterprises, and the other picks, you can leverage the broader trend of infrastructural and renewable growth that is shaping India’s financial markets.