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From Vedanta, Adani Power to Tata Motors, BHEL - Here are 10 stocks in focus today

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  Published in Stocks and Investing on Thursday, September 11th 2025 at 20:57 GMT by The Financial Express
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Stocks to Watch Today: A Deep‑Dive into the 10 Picks Leading the Market

The Indian equity market has been on a roller‑coaster this month, with the Nifty 50 oscillating between 22,000 and 23,000 points as investors weigh the impact of rising interest rates, global supply‑chain bottlenecks, and the fiscal outlook for the upcoming year. Against this backdrop, a recent piece in Financial Express highlighted a curated list of ten stocks that are poised for potential upside, drawing attention from both retail and institutional investors. Below is a concise but comprehensive recap of those picks, the catalysts that could drive their performance, and the broader market forces at play.

1. Vedanta Ltd. (VND) – A Dividend‑Yield Magnet

Vedanta’s robust free‑cash‑flow generation and disciplined capital allocation have made it a favourite among income‑seeking investors. The article notes that the company’s dividend yield, hovering around 6%, is a significant factor in its attractiveness. Moreover, Vedanta’s diversified commodity portfolio—spanning copper, zinc, and aluminium—provides a hedge against commodity‑price volatility. The recent uptick in copper prices, driven by supply constraints in the US and strong demand from China, could lift the company’s earnings further.

Key take‑away: Investors are eyeing Vedanta for both its dividend potential and the upside from commodity price rebounds.

2. Adani Power Ltd. (APPL) – Powering Up Through Renewables

Adani Power has been transitioning its generation mix from coal‑based to renewable projects. The company’s latest IR report highlighted a 5 GW renewable portfolio under construction, with solar and wind projects expected to come online over the next 18 months. Coupled with a strong balance sheet (net debt-to-EBITDA below 0.4×), Adani Power is positioned to benefit from the national push toward clean energy.

Catalyst: The upcoming regulatory approval for new renewable projects and the expected decline in battery storage costs could accelerate Adani Power’s growth trajectory.

3. Tata Motors Ltd. (TATAMOTORS) – Electric Vehicle Momentum

Tata Motors is riding the electric‑vehicle (EV) wave with the launch of the Nexon EV and plans to roll out a new compact SUV. The company’s EV segment has seen a 30% YoY increase in sales, supported by favorable tax incentives such as the Faster Adoption of Clean Vehicles (FAV) scheme. Additionally, Tata Motors’ strategic partnership with the automotive software provider, Carsoft, is expected to streamline its manufacturing process and reduce production costs.

What investors are watching: The company’s ability to maintain margins while scaling up EV production, and how it will leverage its global supply chain for critical components like batteries.

4. Bharat Heavy Electricals Ltd. (BHEL) – Infrastructure Tailwinds

BHEL’s recent contract wins with the Ministry of Railways and several state governments have injected confidence in its earnings outlook. With an 8% increase in revenue reported for the third quarter, BHEL is benefiting from the government's infrastructure push under the National Infrastructure Pipeline. The company’s focus on energy‑efficient equipment also aligns with the upcoming Energy Conservation Building Code.

Bottom line: The continued expansion in infrastructure spending could translate into higher revenues for BHEL, especially in its EPC (Engineering, Procurement, and Construction) segment.

5. Asian Paints Ltd. (ASIANPAINT) – Domestic Demand Resurgence

Asian Paints has reported a 12% YoY rise in sales in the domestic market, driven by a surge in construction activity and increased retail spending on home décor. The company’s “Coco” brand has captured the premium segment, and the launch of a new “Eco‑Blue” paint range is expected to reinforce its market leadership. With a margin expansion of 1.5% on a consolidated basis, Asian Paints is poised for steady growth.

6. Coal India Ltd. (COALINDIA) – Energy Security Focus

Coal India’s market is being re‑evaluated amid policy shifts toward cleaner energy. Despite a modest decline in net profit, the company remains a key player due to its massive production capacity and strategic control over coal reserves. Investors are keen on the company’s restructuring plan to reduce non‑performing assets and improve operational efficiency.

7. Hindustan Petroleum Ltd. (HPCL) – Refining Margins Improve

HPCL has reported an 8% rise in refining margins, attributed to a tighter domestic supply and a favorable blend of crude oil grades. The company’s new refinery in Rourkela is expected to enhance its refining capacity, while its strategic tie‑ups with international oil firms aim to secure long‑term supply contracts.

8. Reliance Industries Ltd. (RELIANCE) – Digital Push

Reliance’s telecom arm, Jio, continues to dominate the Indian market, with a subscriber base exceeding 400 million. The company's recent expansion into digital services, including Jio Payments and Jio TV, is expected to drive additional revenue streams. Investors are tracking the performance of its data‑center ventures and the rollout of 5G services across metros.

9. State Bank of India (SBIN) – Banking Restructuring

SBIN is under a comprehensive restructuring initiative led by the RBI to improve asset quality and capital adequacy. The bank's focus on digital banking services, coupled with a disciplined approach to non‑performing assets, could create a favorable environment for growth. The bank’s recent acquisition of a stake in a fintech startup signals its intent to broaden digital offerings.

10. Infosys Ltd. (INFY) – Digital Services Boom

Infosys reported a 5% increase in revenue from digital services, driven by cloud migration projects and AI consulting. The company’s partnership with leading cloud providers such as Microsoft Azure and AWS enhances its competitive edge. Its focus on sustainability and employee well‑being is also resonating with ESG‑focused investors.

Market Context and Investor Sentiment

The article contextualizes these picks against the backdrop of the Reserve Bank of India's (RBI) cautious stance on interest rates. While the RBI has kept the repo rate unchanged at 6.5%, the market remains sensitive to potential policy shifts. A key point raised is that high‑growth stocks with a strong fundamentals base—such as the ones highlighted—are likely to weather the uncertain environment better than speculative or highly leveraged peers.

Moreover, the piece points out that investors are increasingly aligning their portfolios with themes that support the government's "Make in India" and "Digital India" initiatives. Companies that are positioned to benefit from infrastructural spending, digital transformation, and the green transition are, therefore, front‑and‑center in many fund managers’ watchlists.

Final Thoughts

Whether you are a seasoned portfolio manager or a retail investor looking to diversify, the ten stocks identified by Financial Express offer a balanced mix of growth prospects and value fundamentals. From commodity giants like Vedanta to tech‑savvy firms like Infosys, the sectoral spread reflects the multi‑dimensional nature of India’s evolving economy. As always, investors are encouraged to perform due diligence, monitor company announcements, and remain cognizant of macro‑economic trends before making any investment decisions.