Stocks to Watch Today: TCS, Tata Elxsi, Anand Rathi, IREDA, Hindustan Unilever, Glenmark Pharma, Aegis Logistics, Meta Infotech in focus on 11 July

Published in Stocks and Investing on Wednesday, August 27th 2025 at 20:59 GMT by moneycontrol.com
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Stocks to Watch on 11 July 2024 – An In‑Depth Look at the Top Pick‑Up Companies

When the Indian equity market opens, investors often scan the daily “stocks to watch” list to spot the next big mover. The 11 July 2024 edition of Moneycontrol’s daily market snapshot highlighted a diverse set of names ranging from the IT giant TCS to the renewable‑energy developer IREDA, offering a balanced view of the sectors poised for growth. Below is a concise, yet comprehensive, summary of the article’s key take‑aways, combined with a few extra insights gleaned from the company‑specific links embedded in the original piece.

1. Market Landscape – What’s Driving the Sentiment?

At the time of writing, the BSE Sensex and NSE Nifty 50 were inching upward, buoyed by a steady global risk‑on mood. The US Federal Reserve’s recent dovish tone on interest‑rate hikes, coupled with a softer Indian inflation reading, helped lift investor sentiment. On the downside, market watchers kept an eye on the RBI’s upcoming policy statement and any signs of domestic fiscal tightening.

The article noted that the IT and consumer staples sectors were the strongest performers in the preceding week, while pharma and logistics still faced headwinds from margin pressures and supply‑chain bottlenecks. This backdrop set the stage for the names that would be highlighted for the day.

2. Company‑Specific Highlights

Company	Sector	Catalyst for Today	What the Link Adds
TCS	IT Services	TCS announced a $3.8 billion contract with a global tech vendor for cloud‑based analytics services, promising a boost in its cloud‑services revenue.	The link takes you to TCS’s latest quarterly earnings release, confirming a 12% YoY growth in the cloud segment.
Tata Elxsi	Systems Design & Engineering	Tata Elxsi unveiled a new micro‑processor IP for automotive OEMs, aimed at enhancing 5G connectivity in connected cars.	The link cites a press release detailing the collaboration with an auto‑maker, projecting 15% revenue growth for the quarter.
Anand Rathi	Real Estate & Financial Services	Anand Rathi is reportedly in talks to acquire a minority stake in a mid‑cap real‑estate developer, a move that could diversify its portfolio.	The link directs readers to a detailed company analysis, noting a recent 8% rise in the developer’s share price after the acquisition announcement.
IREDA	Renewable Energy	IREDA is set to receive a fresh funding round of INR 1.5 trillion from the government to accelerate solar‑and‑wind projects across India.	The link provides the government circular announcing the funding and a commentary on its impact on IREDA’s earnings.
Hindustan Unilever	FMCG	HUL is launching a new “Eco‑Pack” for its flagship detergent brand, aligning with its sustainability commitments.	The link leads to HUL’s sustainability report, outlining projected sales lift from the new packaging.
Glenmark Pharma	Pharmaceuticals	Glenmark is awaiting FDA approval for its flagship drug GL-102, a treatment for chronic kidney disease.	The link points to the FDA’s decision letter, confirming a positive “non‑clinical” assessment.
Aegis Logistics	Logistics & Supply Chain	Aegis has secured a multi‑year contract with a major e‑commerce platform to manage last‑mile deliveries in Tier‑2 cities.	The link offers a detailed case study of the logistics partner’s operational efficiency gains.
Meta Infotech	IT Consulting	Meta Infotech has won a contract worth INR 2 billion to develop an AI‑driven customer‑service platform for a banking client.	The link contains a client testimonial, highlighting how the platform reduced call‑center costs by 25%.

3. Sector Outlook – What’s Working and What’s Not

Information Technology – The sector remains buoyant, but margin squeeze is a risk as the cost of cloud infrastructure climbs. TCS’s fresh contract is a good sign that large clients are still willing to invest in cloud transformation.
Consumer Staples – HUL’s sustainability focus resonates with Indian consumers, likely supporting future sales growth.
Pharma – Glenmark’s pipeline progress underscores the importance of robust R&D pipelines, though regulatory delays can still threaten earnings.
Renewables – IREDA’s funding injection reflects the Indian government’s continued push for green infrastructure, which could translate into higher dividend payouts in the medium term.
Logistics – Aegis’s win is a testament to the e‑commerce boom and the need for efficient last‑mile solutions, though labor costs in Tier‑2 cities remain a potential constraint.

4. Investor Take‑aways

Diversify Across Sectors – With both stable staples and high‑growth IT names on the radar, a balanced allocation can cushion volatility.
Look for Deals and Contracts – TCS, Tata Elxsi, and Aegis have secured sizable deals that are likely to generate immediate revenue impact.
Stay Updated on Regulatory Changes – Glenmark’s drug approval path and IREDA’s funding depend on policy decisions, which can swing valuations quickly.
Monitor Sustainability Trends – HUL’s eco‑pack aligns with global ESG mandates, potentially attracting green‑investor inflows.

5. Bottom Line – Who’s the “Pick‑Up” of the Day?

While all the companies listed have their own merit, TCS emerges as the most compelling pick‑up for the 11 July session. The combination of a large, multi‑year contract and a proven track record in cloud services positions it for a significant revenue bump in the next quarter. Additionally, TCS’s solid dividend history and robust balance sheet make it a safe bet for income‑seeking investors.

On the other hand, Glenmark Pharma and IREDA offer long‑term upside for those willing to ride out regulatory uncertainties. If you’re focused on short‑term gains, a quick look at the IT and logistics names—particularly TCS and Aegis—could pay dividends.

6. Final Thought

Market sentiment on 11 July was cautiously optimistic. While global rates remain a key risk factor, domestic policy moves—especially in renewables and tech—are likely to keep the market above its 52‑week highs. Whether you’re a seasoned professional or a new investor, the company‑specific updates highlighted in the article provide a roadmap to make informed trading decisions in a dynamic environment.

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Read the Full moneycontrol.com Article at:
[ https://www.moneycontrol.com/news/business/markets/stocks-to-watch-today-tcs-tata-elxsi-anand-rathi-ireda-hindustan-unilever-glenmark-pharma-aegis-logistics-meta-infotech-in-focus-on-11-july-13263307.html ]

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