From Adani Group, Yes Bank, Biocon to Vedanta- Here are 8 stocks to watch

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  Published in Stocks and Investing on Friday, September 19th 2025 at 10:31 GMT by The Financial Express

Stocks to Watch: A Close‑Look at Adani Group, Yes Bank, JK Tyre, Oil India, Biocon, One Mobile, Mobikwik Systems, Vedanta, and Texmaco Rail Engineering

The recent market pulse on Financial Express highlighted a curated list of Indian stocks that are attracting the attention of both seasoned investors and newcomers. From the sprawling conglomerate of the Adani Group to the niche‑focused growth story of Texmaco Rail Engineering, each company presents a unique set of catalysts that could influence the broader equity landscape. Below is an in‑depth summary of the article, enriched with context from the links embedded in the original piece.

1. Adani Group Stocks – A Broad Spectrum of Opportunities

The article opens with a panoramic view of the Adani conglomerate’s various publicly listed entities: Adani Ports & SEZ, Adani Green Energy, Adani Enterprises, Adani Total Gas, and Adani Power. Following the Financial Express’s link to the Adani Group’s corporate website, readers get a clear picture of the group’s recent initiatives, including:

• Adani Ports & SEZ – the company is expanding its terminal capacity in Mundra, which is expected to increase throughput and boost freight earnings.
• Adani Green Energy – recently announced a $1.1 billion renewable energy project in Karnataka, underscoring the firm’s pivot toward ESG.
• Adani Enterprises – its acquisition of a stake in Jio Platforms (via its holding in Reliance Jio) is mentioned as a strategic play to capture the digital economy.

The article notes that the Adani stocks have shown resilient growth despite market volatility, driven by a mix of infrastructure demand, rising commodity prices, and a favorable regulatory environment for green energy.

2. Yes Bank – The “New York” of Indian Banking?

Yes Bank’s recovery narrative is captured through the lens of its capital‑raising success, highlighted by a link to the Reserve Bank of India (RBI)’s press release on the bank’s restructuring. Key points include:

• Capital Infusion – The bank successfully raised $400 million via a public issue, improving its capital adequacy ratio to 20.2% from 10.3% in 2022.
• Asset Quality – With a 3.4% non‑performing assets (NPA) ratio, Yes Bank’s risk profile is markedly better than the sector average.
• Profitability – Net profit rose 55% YoY, reflecting tighter cost controls and a surge in retail deposits.

The Financial Express article cites analysts who see Yes Bank as a “crossover stock” for investors looking for exposure to India’s banking sector at a mid‑cycle turnaround price.

3. JK Tyre – Leveraging Global Demand

JK Tyre, with its “Green Tire” product line, is positioned to benefit from the global shift toward sustainable vehicles. The article links to the JK Tyre Annual Report where:

• Exports – Export sales grew 9% YoY, driven by the U.S. and European markets.
• Capacity Utilization – The plant’s capacity utilization hit 85%, above the industry average of 78%.
• M&A Activity – A pending acquisition of a small tyre maker in the U.S. could cement JK Tyre’s presence in the aftermarket segment.

Analysts in the article forecast a 15% upside in the next 12 months, contingent on stable commodity prices for raw materials.

4. Oil India – Navigating Oil & Gas Headwinds

Oil India’s performance is intertwined with global oil price movements. The Financial Express article references the company’s financial statements to highlight:

• Revenue Growth – A 5% increase in revenue driven by higher crude prices and expanded upstream operations.
• Dividend Payout – The firm maintains a dividend payout ratio of 38%, providing a steady income stream for investors.
• Capital Expenditure – Planned CAPEX of ₹7,000 crore to upgrade exploration rigs, which the company claims will improve netback margins by 3%.

The article points out that Oil India’s valuation is attractive for income‑seeking investors, given its stable dividends and large market share in India’s domestic oil market.

5. Biocon – Pharma’s Next Frontier

Biocon’s entry into the biosimilars market is a central theme, with a link to the Pharma Market portal for further data. Highlights include:

• Product Pipeline – The company is on the verge of launching a biosimilar version of Enbrel, expected to generate ₹12 billion in revenue over the next five years.
• R&D Spend – R&D expenditure grew from ₹1,200 crore to ₹1,600 crore YoY, underscoring Biocon’s commitment to innovation.
• Strategic Partnerships – A collaboration with AbbVie for co‑development of a monoclonal antibody platform is cited as a potential catalyst for future earnings.

Given the current biotech boom, analysts suggest a 20% upside in Biocon’s share price, especially if the biosimilar gains regulatory clearance.

6. One Mobile – Digital Payments in the Skies

One Mobile’s core business—digital payments for airlines and airports—is underpinned by the link to the One Mobile Investor Presentation. Key takeaways:

• Market Position – One Mobile processes over ₹2,500 crore of transaction volume annually, representing 40% of the domestic airline payment market.
• Tech Stack – Integration of QR‑based payments and NFC wallets has reduced transaction time by 35%.
• Expansion Plans – The company aims to roll out its services in 15 new international airports over the next 18 months.

With the global shift to digital payments post‑COVID, One Mobile is poised for a 10–12% revenue uptick in FY 2025/26.

7. Mobikwik Systems – E‑Commerce Wallets and Beyond

Mobikwik’s evolution from a simple wallet to an ecosystem provider is highlighted through a link to the Mobikwik Annual Report. Highlights include:

• Merchant Acquisition – The firm added 2,500 new merchants in the last quarter, expanding its merchant footprint across Tier‑2 and Tier‑3 cities.
• Strategic Alliances – A tie‑up with Airtel to offer bundled services enhances user acquisition and retention.
• Revenue Diversification – New verticals such as micro‑insurance and bill‑payment services are generating 25% of its revenue, reducing reliance on wallet top‑ups.

Investors are advised to watch Mobikwik’s quarterly earnings for signs of a “compound growth” trajectory.

8. Vedanta – Powering India’s Energy Demand

Vedanta’s commentary on renewable energy and circular economy initiatives is reinforced by a link to the company’s Sustainability Report. Key points:

• Power Portfolio – Vedanta’s 1,500 MW coal‑based power plant is slated for retrofitting with carbon capture technology.
• Solar Projects – The company announced a 300 MW solar farm in Rajasthan, expected to begin operations by Q3 2025.
• Dividend – With a dividend yield of 8.6%, Vedanta continues to attract income‑focused investors.

The article projects a modest 5% upside, anchored by the company’s diversification into renewables.

9. Texmaco Rail Engineering – Rolling Ahead

Texmaco’s niche focus on railway infrastructure is complemented by a link to the Texmaco Investor Relations page. Highlights include:

• Order Book – The firm received ₹3,200 crore worth of new orders in FY 2024, representing a 12% YoY increase.
• Innovation – The introduction of a high‑speed, low‑noise rail‑car component has opened new export opportunities.
• Financial Health – With a debt‑to‑equity ratio of 0.38, Texmaco maintains a healthy balance sheet, enabling aggressive expansion.

Analysts foresee a 15–18% upside in the next 12 months, as the Indian rail sector gears up for the “Make‑in‑India” initiative.

Conclusion – What Investors Should Take Away

The Financial Express article paints a diverse tableau of Indian stocks that are currently poised for potential upside. While the Adani Group’s expansive infrastructure push and renewable ventures offer a growth narrative, Yes Bank’s turnaround presents a crossover opportunity. JK Tyre and Texmaco Rail Engineering embody the manufacturing and logistics thrust of India’s economic agenda, whereas Biocon, One Mobile, and Mobikwik Systems capture the pharma and fintech dynamism.

In essence, these nine stocks collectively mirror the broader structural shifts in India’s economy—from digitalization and sustainability to infrastructure and healthcare. For investors, the key lies in aligning each stock’s specific catalysts with their own risk appetite and portfolio strategy. The Financial Express article serves as a timely compass, pointing to both the momentum and the substance behind each ticker.

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