Stocks in focus today include Swiggy, which hiked its platform fee to ₹15 per order, BHEL after a ₹2,600 crore equipment order, and Poly Medicure on its ₹188 crore overseas acquisition. RailTel, UCO Bank, Religare, and Muthoot Microfin also announced key fund-raising and project approvals. Sectorally, fertilisers, renewables, textiles, autos, and cement remain in the spotlight following GST rate cuts under the new structure. Here are few stocks to keep an eye on ahead of Thursday’s trading session.
1 / 9Swiggy Ltd | The food-delivery giant has raised its platform fee to ₹15 per order, its third hike in three weeks and the steepest so far. The charge, applicable even for subscribers, comes as the company eyes festive season demand and stronger margins.
2 / 9BHEL | The state-owned firm has accepted a ₹2,600 crore LoI from MB Power for supplying key equipment to its 800 MW Anuppur thermal power project in Madhya Pradesh. The supercritical technology-based project will see equipment manufactured at BHEL’s Trichy and Haridwar plants, with supply due in 58 months.
3 / 9Poly Medicure Ltd | Polymed has signed agreements to acquire a 90% stake in Netherlands-based PendraCare Group for ₹188.5 crore, with the remaining 10% to be acquired in 2030 based on CY2029 EBITDA.
4 / 9Prestige Estates | The company said its arm, Prestige Office Ventures, has received a GST show-cause notice from the DGGI Hyderabad, alleging tax shortfall and input credit lapses between Feb 2020 and Mar 2024.
5 / 9RailTel Corporation of India | RailTel has bagged a ₹14.94 crore order from the Ministry of Home Affairs for supplying and installing IP-based CCTV surveillance systems, with execution running till September 2030.
6 / 9UCO Bank | The bank said it has received approval from the Reserve Bank of India, via a letter dated September 2, 2025, to set up an International Financial Services Centre (IFSC) Banking Unit at GIFT City in Gandhinagar, Gujarat.
7 / 9Religare Enterprises | The company has secured NSE & BSE nod to raise ₹1,500 crore via 6.38 crore convertible warrants at ₹235 each on a preferential basis.
8 / 9Muthoot Microfin Ltd | The microlender said its Debenture Issue and Allotment Committee has approved raising funds through bonds worth $15 million and non-convertible debentures (NCDs) of up to ₹150 crore. The issuance will be done on a private placement basis.
9 / 9Fertiliser and agrochemical players like UPL, PI Industries and Rallis India may benefit as GST on fertiliser acids and bio-pesticides drops to 5%. Renewable energy firms including Adani Green, Tata Power and Sterling & Wilson stand to gain from tax cuts on solar products. In textiles and apparel, GST on yarns and fibres falls to 5%, with garments up to ₹2,500 also cheaper, aiding brands like Arvind, Raymond and Page Industries. Autos and auto components see GST reduced to 18% on small cars, hybrids and EV parts, keeping Maruti, Tata Motors and M&M in focus, while cement majors UltraTech, Shree Cement and ACC may gain from lower tax easing project costs.
