Stocks to Watch on December 1: ITC, Maruti, M&M, Eicher Motors, Lenskart, L&T, Waaree Energies, Brigade, NCC
Stocks to Watch for December 1: Market set for a gap-up start with ITC, Maruti, M&M, Lenskart, L&T, Waaree, Brigade, NCC and more in focus on key updates.
Key stocks to watch today include ITC, Maruti, M&M, Lenskart, L&T, Waaree Energies, Brigade Enterprises, and NCC as markets look set for a strong start.
The domestic stock market is set for a strong start on Monday, December 1, with GIFT NIFTY indicating a 117-point gap-up opening for the NIFTY50 index. A series of major corporate developments, fresh macro cues, and monthly auto sales numbers will keep several heavyweight stocks in focus throughout the session.
Key Stocks to Watch Today
ITC, Godfrey Philips, VST Industries
Tobacco-related stocks are expected to be in the spotlight as the government prepares to introduce two bills in the Lok Sabha—one proposing excise duty on tobacco products and another seeking a cess on pan masala manufacturing. The Central Excise Amendment Bill, 2025, could replace the existing GST compensation cess currently imposed on cigarettes, chewing tobacco, cigars, and zarda.
Godrej Properties (GPL)
GPL has emerged as the highest bidder in an HMDA e-auction for a prime 5-acre land parcel in Neopolis, Kokapet—one of Hyderabad’s most premium and fastest-growing real estate zones. Allotment letters will be issued after the final process.
Sterling & Wilson Renewable Energy
The renewable EPC major announced a five-year strategic partnership with Adani Green Energy and secured a ₹1,381 crore order for a BOS package at three solar projects in Khavda Renewable Energy Park, Gujarat.
State Bank of India (SBI)
SBI Chairperson C. S. Setty said the bank is witnessing a revival in corporate credit demand and expects double-digit growth in the segment for the rest of FY26.
Lodha Developers
The real estate giant plans to launch 15 housing projects worth ₹14,000 crore in H2 FY26, covering nearly 10 million sq. ft. of saleable area.
Mahindra & Mahindra (M&M)
M&M will continue its focus on premium SUVs and electric vehicles, with no immediate plans for CNG or alternative-fuel models to maintain its differentiated brand identity.
Auto Stocks — Maruti, Hyundai, M&M, Tata Motors, Eicher Motors, Bajaj Auto
Auto companies will begin releasing their November sales figures today, keeping the entire auto sector in sharp focus.
Lenskart
Eyewear retailer Lenskart posted a 19.8% YoY rise in consolidated profit to ₹103.4 crore for Q2 FY26, along with a 26% jump in product margins.
Larsen & Toubro (L&T)
L&T highlighted the role of digitisation, sustainability, and climate-resilient infrastructure in its next phase of growth at the InfraPandit Awards 2025.
Garden Reach Shipbuilders & Engineers (GRSE)
GRSE received notices from NSE and BSE for non-compliance with SEBI corporate governance norms for the September quarter, leading to penalties of ₹9,77,040 each.
Mindspace Business Parks REIT
The REIT has acquired three CBD commercial properties from its sponsor K Raheja Corp for ₹2,916 crore, boosting its portfolio to 39 million sq. ft. post-acquisition.
IRFC
Indian Railway Finance Corporation raised ₹2,981 crore through its maiden zero-coupon bonds to support key infrastructure and railway projects.
Brigade Enterprises
Brigade has become a partner with joint development agreement, to create a luxury residential project in Begumpet area of Hyderabad, consisting of 0.5 million sq. ft. of area to be developed and generating more than ₹800 crore of revenue.
Waaree Energies
The manufacturer of solar modules has been awarded a 140 MW supply contract by one of the most prominent developers of renewable energy.
NCC Ltd
NCC secured fresh orders worth ₹530.72 crore in November across its Buildings, Water, and Transportation divisions.
Arvind SmartSpaces
The firm has made the acquisition of a new high-rise residential project covering 3.6 lakh sq. ft. area in Vastrapur, Ahmedabad, which can generate almost ₹400 crore in terms of revenue.
