Key stocks to watch: PNC Infratech, Hariom Pipe Industries, Oil India, HUDCO, Netweb Technologies, and Brigade Enterprises have all secured major orders, projects, or investments, spanning infrastructure, steel, renewable energy, AI systems, and commercial real estate.
1 / 8IT stocks like TCS, Wipro, Infosys, HCL Technologiesand Tech Mahindra are likely to be in focus after the White House clarified that the $100,000 H-1B visa fee applies only to new applications. However, concerns remain over whether companies can fully pass on such costs to clients, keeping pressure on the sector.
2 / 8PNC Infratech | The company has bagged ₹495.5 cr order from Bihar State Road Dev Corp to build a 21.3 km bridge & approach road on Hathouri-Atrar-Bavangama-Aurai stretch. Project to be completed in 3 years under EPC mode.
3 / 8Hariom Pipe Industries Ltd | The steel pipes manufacturer has signed an MoU with the Maharashtra government to set up a ₹3,135 crore integrated steel plant in Gadchiroli, with the state assuring support through incentives and approvals.
4 / 8Oil India | The company inks JV with Rajasthan’s RVUNL to develop 1.2 GW renewable energy projects in the state, boosting its green energy push.
5 / 8HUDCO | The company has signed an MoU with NBCC to carry out four construction projects across India, covering Uttar Pradesh, Haryana, Gujarat, and Delhi. The agreement was inked in New Delhi on September 19, 2025, by HUDCO CMD Sanjay Kulshrestha and NBCC CMD K. P. Mahadevaswamy, in the presence of senior officials from both organisations. These projects aim to strengthen infrastructure development in the respective states.
6 / 8Swan Defence and Heavy Industries Ltd | SDHI signs ₹4,250 crore MoU with Gujarat Maritime Board to modernize Pipavav Port shipyard, expand capacity, and strengthen India’s maritime supply chains. A ₹200 crore Centre of Excellence will train 1,000+ industry-ready youth annually in shipbuilding and design.
7 / 8Netweb Technologies | The company has bagged a fresh ₹450-crore order to supply Tyrone AI GPU-accelerated systems, slated for execution by FY26-end.
8 / 8Brigade Enterprises | The company’s Twin Towers project in North-West Bengaluru has secured a ₹126 crore investment from Shruti Pai of Manipal Education and Medical Group International India Pvt. Ltd., signaling strong confidence in the city’s commercial real estate market.
