Stocks to Watch Today (December 01, 2025): HUL, JB Chemicals, Waaree Energies, IOCL, Kalpataru, Bayer CropScience and more

Stocks to Watch Today (December 01, 2025): The market will track several corporate developments today, including board meetings, fundraise plans, major orders, project additions and key regulatory updates. Here are the top stocks in focus.

The company will declare its quarterly numbers today.

HCC Ltd

The board will meet to consider a rights issue of shares.

The board will meet to consider a fundraise proposal.

– The open offer by Torrent Pharma closes today.
– Offer window: 18 Nov–1 Dec.
– Floor price: Rs 1,639.2.

– Q2FY26 (YoY)
– Revenue: Rs 77 crore vs Rs 75.5 crore (up 2 per cent)
– EBITDA: Rs 11 crore vs Rs 21 crore (down 47 per cent)
– Margin: 14 per cent vs 28 per cent
– Loss: Rs 1 crore vs loss of Rs 11 crore

– The stock will be added to Nifty from 5 December.
– It will join the index without divisor adjustment.
– NSE will hold a special pre-open session on 5 December.
– This update comes after the demerger of HUL’s ice-cream business.

TRAI released the October mobile subscription data.
– Total users added: 14.3 lakh (vs 34.1 lakh in September)
– RJio added 19.98 lakh users
– Airtel added 12.53 lakh users
– BSNL added 2.69 lakh users
– Vodafone Idea lost 20.83 lakh users
– MTNL lost 2,229 users

Received an order worth ~Rs 217 crore from ONGC for supply of seamless pipes.

– Added a premium high-rise project in Ahmedabad.
– Estimated revenue potential: Rs 400 crore.

– Won an order to supply 140 MW of solar modules.
(Amount not disclosed)

Approved capex of ~Rs 189 crore for an R&D centre in Hyderabad.

Received ~Rs 84.9 crore under the PLI scheme from the Ministry of Communications.

– Set 4 December as the record date for its rights issue.
– Plans to raise Rs 398 crore, issue price Rs 27 per share (26 per cent discount to CMP).

Approved bonus issue in 4:1 ratio.

– Subsidiary Neogen Ionics formed a JV with Japan’s Morita Investment.
– The JV will produce lithium-ion battery electrolytes.
– Neogen will invest Rs 178 crore.
– This is among the first Indo-Japan JVs in this segment and aims to diversify global supply chains away from China.

Board to consider interim dividend on 12 December.

Set 24 December as the record date for the merger of Cavendish Industries.

Board to meet on 3 December to discuss rights issue terms.

Declared as an accredited prospecting agency for the Jogeshwar coal block in Jharkhand.
This allows exploration and mine development for three years.

Two updates:

– Board approved forming a JV with Italy’s ACCADEMIA IUAD for footwear design education.
• Investment: ~Rs 2.55 crore
• Stake: 51 per cent
• Proposed name: KOTHARI IUAD
• Initial capital: ~Rs 5 crore

– To acquire 3.99 crore shares of Phoenix Kothari Footwear for ~Rs 39.90 crore.
• Will hold 30 per cent stake.
• Aim: expand presence in footwear segment.

The company dropped plans to form a new subsidiary (AnchorFort Wealth/Bharat Vantage Wealth).
This project was part of the ‘Project Drone’ strategy.

Received a defence order worth ~Rs 4.30 crore from Mazagon Dock Shipbuilders for propulsion system castings.

Received a ~Rs 12 crore working capital loan from Axis Bank for 90 days.

Formed a subsidiary Colab Semiconductor in Maharashtra to expand into electronics and semiconductor trading.

Signed an MoU with Raman Industrial Enterprises to develop a 42-room hotel in Mathura.

Received approval from Power Grid Corporation to manufacture and supply conductors for its Sikar plant.

Won an additional work order of ~Rs 2.02 crore from MRSAC for soil survey and mapping.
Total order value from MRSAC now: ~Rs 7.06 crore.

Received a ~Rs 25.36 crore order from Malaysia’s Purnama Solution for high-voltage OPGW installation works.

– Opened three new stores in November.
– Total store count: 646.

Subsidiary Kalpataru Homes Pvt received a demand order of ~Rs 7.22 crore.

Signed a franchise deal to open a new Asia Kitchen by Mainland China outlet in Dubai’s Deira City Centre.

Launched GTPL Infinity, a Headend in the Sky (HITS) platform for nationwide content distribution.

Tax department withdrew a demand of ~Rs 266.3 crore against its subsidiary Dalmia Cement (Bharat).

GST demand revised down from ~Rs 7.4 crore to ~Rs 3.1 crore.

– Received full Rs 31.42 crore from Khurshed Daruvala under the indemnity agreement.
– SPCPL will pay the remaining Rs 143.12 crore within two months.

Formed a new subsidiary in Dubai named GODREJ REDCO CONSULTANCIES for real estate business.

– Entered a joint development agreement for a premium residential project in Begumpet, Hyderabad.
– Estimated revenue potential: over Rs 800 crore.