When the markets open, certain names often attract disproportionate attention. Whether it’s fresh numbers, corporate moves, or regulatory developments, those can drive momentum. In this post, let’s walk through eight stocks (Maruti Suzuki, Waaree Energies, Tata Motors, Reliance Industries, Coal India, United Spirits, V-Mart Retail, RBL Bank, PVR Inox, Hyundai Motor India) that are likely to dominate headlines today — not just as tickers, but as stories worth watching. I’ll break down what’s underpinning them, key triggers, and what to watch next.
stocks to watch today India
🔍 Maruti Suzuki: Riding the GST Wave + Festive Demand
What’s happening
- Maruti Suzuki’s September sales jumped ~3% YoY, clocking 1,89,665 units vs 1,84,727 units last year. Maruti Suzuki+1
- The backdrop is crucial: effective September 22, several car models saw price cuts, passing on the benefit of GST 2.0 reforms (some cuts up to ₹1.29 lakh) The Times of India+1
- Dealers report a surge in demand after the tax changes and festival season kicks in. The Tribune+1
- Meanwhile, the global EV pivot is also in view: Maruti has rolled out its first battery EV model, e-Vitara, aimed at exports. Wikipedia
What to watch & trade insight
- Catalyst: If the sales momentum holds into Oct–Nov, that strengthens investor conviction.
- Risk: Supply constraints, especially on semiconductors or battery/raw materials, could pinch margins.
- Technical cue: Some charts show Maruti taking support at a symmetrical triangle’s lower band — hinting at a possible bounce.
Takeaway: Maruti is capturing both regulatory tailwinds and seasonal demand. Watch for sustained volume and margin trends to confirm strength.
⚡ Waaree Energies: Scaling in Clean Tech
The big move
- The board has approved ₹8,175 crore for expansion — scaling its battery and storage capacity from 3.5 GWh to 20 GWh. Business Today
- This is a major leap, signaling long-term commitment to energy storage, a sector in heavy demand globally.
- Concurrently, Waaree has started operations of a 950 MW solar module facility in Gujarat. Projects Today
- The company is also expanding its footprint in the U.S. module market (Texas assembly plant from 1.6 GW to 3.2 GW) PV Tech
What to watch & trade insight
- Catalyst: Announcements of offtake contracts, international tie-ups, or state-level incentive deals.
- Risk: Execution risk at scale — CapEx overruns, supply chain constraints, or policy shifts.
- Valuation stretch: The stock might already price in much of the optimism; strong results will be needed to sustain momentum.
Takeaway: Waaree is doubling down on green infrastructure. It’s a high-beta bet — great upside if scale and contracts follow through.
🚗 Tata Motors: Bouncing Back Strong
Performance snapshot
- In Q2 FY26, Tata Motors posted its highest-ever quarterly sales: 15.07 lakh units (22% YoY growth).
- For September itself, sales were 5.41 lakh units, marking a 12% YoY rise, driven by strong demand in scooters, motorcycles, and EVs.
Why it matters
- Tata is not just about cars but a broader mobility play: commercial vehicles, electric ambitions, global tie-ups.
- Surge in demand across multiple segments gives it a diversified buffer — a good thing in choppy times.
What to watch & trade insight
- Watch margins carefully: segment mix matters (EVs, two-wheelers vs. legacy vehicles).
- See how the stock behaves around ₹695–710, a zone flagged by technical analysts.
- Any news on cost pressure (steel, chips, battery) can sway sentiment sharply.
Takeaway: Tata Motors’ rebound is broad-based. Its challenge will be sustaining margin strength and managing input volatility.
💧 Reliance Industries: Not Just Oil & Gas
Strategic pivot
- Reliance Consumer Products (RCPL), a subsidiary, is entering the packaged water business with its new brand Campa Sure, partnering with regional producers.
- The ₹30,000-crore packaged water segment is fragmented — pricing aggression + brand support can disrupt incumbents.
What to watch & trade insight
- Keep an eye on partnerships or supply chain tie-ups in key states.
- How margins hold up in a commodity + branding play will be watched closely.
- Reaction of FMCG / consumer goods stocks may also reflect relative risk perception.
Takeaway: Reliance’s move into packaged water shows its ambition to span core and adjacent consumer domains. Execution will be key.
🏭 Coal India: Facing Headwinds
Snapshot
- September production fell ~3.9% YoY to 48.97 MT, and offtake slipped ~1.1% to 53.56 MT. Business Today
- For the April–September period, the drop in output suggests challenges across the board.
Key risk factors
- Policy risk (climate, carbon norms)
- Cost escalation (freight, labor)
- Demand slowdown (especially from power utilities, industrial sectors)
Takeaway: Coal India is under pressure from both demand and supply constraints. It’s less about upside surprise, more about managing downside.
🥂 United Spirits: Victory in Legal Battle
Key development
- The Bombay High Court has set aside a ₹443-crore water charge claim raised by Maharashtra’s Water Resources Department.
Why it matters
- Legal overhang removed — a relief for investor sentiment.
- Free cash flows and earnings could see better clarity, as contingent liabilities are trimmed.
Takeaway: With a major overhang removed, United Spirits might see investor attention return — though underlying consumption trends remain the true driver.
🛍️ V-Mart Retail: Growth on Footfalls
Highlights
- Q2 FY26 revenue jumped ~22% YoY to ₹807 crore, driven by 11% same-store sales growth.
- The company added 25 new stores (total ~533 now) — expanding physical footprint.
What to watch & trade insight
- Footfall trends during upcoming festive seasons.
- Inventory management — over-stocking could hurt margins.
- Store ROI: new stores should contribute meaningfully, not just add cost.
Takeaway: V-Mart is gaining traction via store expansion and comparable sales growth — a healthy combination in retail.
🏦 RBL Bank: A Tax Notice Scrutiny
The issue
- RBL Bank received a GST show cause notice for ~₹92 crore (including interest and penalty) tied to input tax credit claimed under digital banking registration.
What to watch
- Legal outcomes and provisions — whether the bank sets aside funds.
- Market reaction tied to regulatory / tax risk perception.
- Broader banking sector sentiment — if this triggers scrutiny across peers.
Takeaway: Regulatory or tax risks can spook financial names quickly. RBL is a name to watch when risk-off sets in.
🎥 PVR Inox: Under the Regulatory Lens
Recent development
- The CCI is investigating PVR INOX for allegedly misusing its dominant position — collecting a “virtual print fee” from producers even though cinemas have shifted to digital.
Why this matters
- A negative verdict could cost PVR financially or alter its operating model.
- Any fine or regulation may set a precedent for other multiplex chains.
Takeaway: PVR Inox’s stock could swing on regulatory news — a watch-and-react name until clarity emerges.
🚘 Hyundai Motor India: Production Comes to Pune
Strategic expansion
- Hyundai has begun manufacturing passenger vehicles at its Talegaon, Pune plant, with capacity of ~1.7 lakh units annually.
Implications
- Better geographic reach and cost efficiency for Hyundai
- Competitive pressure on other players in Maharashtra / western India
Takeaway: Hyundai is deepening local positioning — welcome news for local supply chain names and rivalry in Maharashtra.
📈 Technical Snapshot — Candlestick & Pattern Alerts
- On October 1, four large-cap stocks flashed White Marubozu patterns — a bullish candlestick indicating dominance by buyers throughout the session (no upper shadow, small or no lower shadow).
- For Tata Motors specifically, charts show support at the lower end of a symmetrical triangle, which suggests a bounce could be in play toward ₹695–710 in coming weeks.
Takeaway: Bullish candlestick patterns need confirmation via volume and follow-through. Be cautious about chasing too early.
🧩 How to Use This in Your Portfolio / Trading Playbook
| Approach | What to Do | Risk Control |
|---|---|---|
| Short-Term Trader | Watch for intraday breakouts on volume — especially in Maruti, Waaree, Tata | Use tight stop-losses and avoid over-leverage |
| Swing / Positional | Enter after pullbacks to logical support zones | Use trailing stops and staggered exits |
| Long-Term / Core | Accumulate quality names with structural stories (Waaree, reliance into new segments, Maruti in EV) | Rebalance as themes shift |
Mistakes to avoid:
- Chasing momentum after large rallies
- Ignoring volume confirmation
- Holding names with deteriorating fundamentals purely on hope
- Overconcentration in one sector or theme
🧠 Section Recaps (What You Should Remember)
- Maruti is riding a mix of GST reform + festive demand; detail will show whether strength sustains.
- Waaree’s aggressive expansion bets big on batteries and storage — a high-risk, high-reward idea.
- Tata Motors is showing strength across its portfolio, though inputs and margins deserve scrutiny.
- Regulatory / legal developments (United Spirits, RBL Bank, PVR) are wild cards in the short run.
- New factory moves (Hyundai), retail expansion (V-Mart), and coal headwinds all add texture to the market story.
