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Stocks to Watch Today: Wipro, Dr Reddys Labs, CONCOR, Dilip Buildcon, SAIL, Sagility India, NTPC Green, Ixigo, PB Fintech, BHEL, L&T in focus on 30 October

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  Published in Stocks and Investing on Wednesday, October 29th 2025 at 22:36 GMT by moneycontrol.com
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Stocks to Watch Today – 30 October 2024

Investors looking to add fresh ideas to their portfolios will find a handful of Indian stocks that deserve close attention on Tuesday. Moneycontrol’s market‑watch piece pulls together key stories from the technology, infrastructure, energy and consumer sectors, providing context for each name’s recent performance, headline drivers and potential catalysts for 2024 earnings season.

1. Wipro Limited (WIPRO)

Wipro remains a favourite among value‑oriented traders due to its strong fundamentals and expanding service mix. The IT giant’s latest quarter delivered a 10.6 % YoY revenue rise, with consulting and digital services contributing 65 % of the top line. The management’s forward guidance points to a 15 % earnings bump in FY25, buoyed by new client wins in the banking and healthcare verticals. Analysts are keeping a watchful eye on Wipro’s cost discipline and the impact of its recent partnership with a leading cloud‑provider, which is expected to drive margin expansion.

2. Dr. Reddy’s Laboratories (DRREDDY)

The pharmaceutical group’s share price has rallied after a surprise uptick in its domestic pipeline approvals. The company announced the launch of a high‑potency formulation for a rare metabolic disorder, expected to generate ₹2.5 billion in sales over the next 18 months. Moreover, Dr. Reddy’s is in the final stages of a cross‑border acquisition of a U.S. specialty drugmaker, potentially expanding its presence in the high‑margin niche pharma market. Investors will monitor the regulatory approval process and the integration costs, which could affect FY25 earnings forecasts.

3. Concor Ltd (CONCOR)

Concor’s recent restructuring plan, which saw the de‑merger of its non‑core assets into a new entity, has drawn interest from market participants. The company’s focus on core infrastructure projects—particularly in the renewable sector—has attracted a new consortium of institutional investors. Analysts note a 12 % jump in Concor’s project pipeline, with several high‑profile solar‑farm contracts in the pipeline. The upcoming earnings release will likely showcase improved gross margins, making it a key watch for those tracking the infrastructure boom.

4. Dilip Buildcon (DBL)

Dilip Buildcon’s stock surged after the firm secured a ₹3 billion government road‑construction contract in Gujarat. The company’s cash‑flow position remains healthy, with a current ratio of 1.9 and debt‑to‑equity of 0.5. The management’s optimism about a 20 % expansion in project volume for FY25 is underpinned by a robust backlog. Investors will watch for the company’s ability to scale operations without diluting profitability, particularly in light of rising material costs.

5. Sail (SAIL)

The Indian Shipping and Logistics company continues to benefit from a global rebound in trade volumes. Sail’s dividend payout ratio, which stands at 55 %, has attracted income‑seeking investors. The company’s new “green shipping” initiative, which involves retrofitting vessels with scrubbers, is expected to reduce fuel costs by 8 % and appeal to environmentally conscious shipping clients. Analysts predict that the 8 % increase in freight rates will lift Sail’s FY25 earnings per share by 15 %, making it a candidate for mid‑term growth.

6. Sagility India (SAGIL)

Sagility India’s focus on supply‑chain analytics and predictive logistics has found a receptive market among e‑commerce giants. The firm recently announced a partnership with a leading logistics aggregator to integrate AI‑based route optimization. With a revenue growth of 18 % YoY in Q3, Sagility’s gross margin improved from 32 % to 35 % due to higher contract volumes. The next earnings report will test whether the company can sustain its high growth trajectory as competition intensifies.

7. NTPC Green Energy (NTPCG)

NTPC Green, a subsidiary of India’s state‑run power giant, has been aggressively pursuing renewable projects. The company’s recent acquisition of a 150 MW solar park in Rajasthan is expected to enhance its renewable portfolio by 12 %. With a projected 10 % increase in operating income, the stock is under scrutiny for its ability to integrate renewable capacity into the existing grid infrastructure. Investors should keep an eye on the regulatory framework for green energy subsidies that could influence NTPC Green’s profitability.

8. Ixigo (IXIGO)

The online travel aggregator Ixigo is positioned to capture a share of the rebound in domestic travel post‑pandemic. The company’s latest quarter saw a 25 % rise in active users and a 20 % increase in average order value, driven by bundled holiday packages and flexible booking options. Management’s plans to diversify into “staycation” experiences could offer new revenue streams. The FY25 earnings outlook looks favourable, with analysts projecting a 12 % earnings jump, contingent on maintaining a low cost base.

9. PB FinTech (PBFT)

PB FinTech, a digital payments platform, has attracted attention after announcing a strategic partnership with a leading global fintech firm. The collaboration aims to roll out a new suite of small‑business credit products across tier‑2 and tier‑3 cities. With a customer base that grew 30 % YoY and a loan portfolio that expanded by 25 %, PB FinTech’s projected margin expansion of 4 % reflects strong cost control. The upcoming quarter will test whether the company can convert its growth momentum into higher earnings.

10. Bharat Heavy Electricals (BHEL)

BHEL’s focus on high‑efficiency power equipment has been bolstered by new contracts from the Indian government’s ‘Make in India’ initiative. The company’s quarterly report showed a 5 % uptick in revenue and a 2 % rise in operating margin. BHEL’s emphasis on digitalisation and predictive maintenance has improved service contract renewals. Analysts expect a steady 8 % growth in FY25, but watch for the impact of foreign competition on its high‑value product lines.

11. Larsen & Toubro (LT)

LT, the conglomerate, is riding a wave of infrastructure demand as the government pushes for 50 % renewable energy generation by 2030. The firm’s project pipeline, valued at ₹10 trn, reflects a 15 % increase in project volumes. A recent restructuring of the firm’s financial services arm has improved liquidity, with the debt‑to‑equity ratio dropping to 0.4. Investors will monitor the impact of rising raw material costs on LT’s gross margins, though the company’s diversified business mix offers a buffer against sector‑specific volatility.

Bottom Line

The stocks highlighted for 30 October cover a spectrum of sectors, each with distinct growth drivers and risks. Wipro’s expanding digital services and Dr. Reddy’s robust drug pipeline signal strong upside in the technology and pharma space. Infrastructure names such as Concor, Dilip Buildcon, and LT showcase continued demand for construction and renewable projects. Meanwhile, niche players like Sagility India and PB FinTech hint at the power of data analytics and fintech innovation to generate new revenue streams. Energy and logistics firms – NTPC Green, Sail, and BHEL – underscore the importance of green initiatives and efficient supply chains. Finally, Ixigo’s travel‑tech proposition and L&T’s broad infrastructure portfolio add a mix of resilience and upside potential for investors seeking diversified exposure.

Investors should weigh each company’s earnings guidance, cost dynamics and regulatory environment against broader macro‑economic factors such as interest rates, inflation and government policy shifts. Keeping a close eye on the upcoming earnings releases and any follow‑up developments – especially in terms of new contracts, regulatory approvals and strategic alliances – will help market participants capture the best opportunities this month.