Manufacturing
Transformers & Rectifiers (India) surged nearly 6% on Monday after the company announced a significant export order win from PDC AK LPIV, LLC.
The order reinforces the company's growing international footprint. As a leading domestic transformer manufacturer, this export win underscores its ability to compete in global markets. The stock opened at Rs 329.75 and touched an intraday high of Rs 342.60 with 27,450 shares traded on the BSE.
Construction Tech
Kothari Industrial Corporation edged higher after signing an MoU with Chennai-based deep tech startup Tvasta Manufacturing Solutions, a specialist in Construction 3D Printing.
The collaboration signals a potential technology export play for India into the high-demand Australian market, which is grappling with a severe housing shortage and affordability crisis. Only 962 shares were traded on the BSE, reflecting the stock's low liquidity.
IT Services
Wipro gained 1.81% after announcing a strategic partnership with Kongsberg Digital, a global leader in advanced engineering and industrial digitalization.
The combined offering creates a unified environment integrating physics-based engineering models, real-time operations, and enterprise AI — helping organizations enhance operational resilience. The stock hit an intraday high of Rs 203.95 with 4,04,259 shares traded.
Infrastructure
Indian Hume Pipe moved up 1.24% after receiving a Letter of Intent (LoI) for a major water infrastructure project in Maharashtra.
The project reinforces the company's strong order pipeline in the irrigation and water supply segment. 20,355 shares exchanged hands on the BSE.
Medical Devices
Jaykay Enterprises inched higher as its wholly owned subsidiary JK Digital & Advance Systems received two critical international quality certifications.
The certifications pave the way for end-to-end manufacturing leveraging JK Digital's Additive Manufacturing capabilities. 10,307 shares were traded with an intraday range of Rs 158.00–163.35.
Pharmaceuticals
Sun Pharmaceutical Industries was the session's standout large-cap gainer, surging over 8% after announcing one of the largest outbound acquisitions in Indian pharma history.
The deal positions Sun Pharma among the top 25 global pharma companies with combined revenue of $12.4 bn. It also enters biosimilars as a top-10 global player and becomes a top-3 player in Women's Health globally. Intraday high: Rs 1,766.65; volume: 5,23,952 shares.
Solar Energy
Premier Energies gained modestly after unveiling India's first All-Black G12R DCR Solar Module — the NeoBlack Series — at RenewX Chennai.
The module's uniform black aesthetic addresses visual integration concerns that have limited rooftop solar adoption. It features anti-PID performance and reliable output under low and diffused light, aligning with the PM Surya Ghar initiative. Volume: 40,653 shares.
Realty / Conglomerate
L&T rose 1.48% as its wholly owned subsidiary L&T Realty Properties (LTRPL) completed the acquisition of 100% stake in International Green Scapes (IGSL), Delhi.
During FY2025-26, LTRPL and L&T Realty Developers have cumulatively acquired land across Mumbai, Delhi, and Bengaluru with aggregate development potential of 3 million sq ft. L&T is also consolidating all realty businesses under a single entity, subject to regulatory approvals. Volume: 14,787 shares.
Aerospace
Sigma Advanced Systems hit its upper circuit limit and touched a fresh 52-week high after announcing a blockbuster seven-year contract with British aerospace giant Rolls-Royce.
Delivered through an India-UK dual-source manufacturing model, the deal marks Sigma's transition from a component supplier to an integrated global manufacturing partner. 9,525 shares were traded today.
Healthcare Diagnostics
Avio Smart Market Stack edged up 1.49% after announcing a strategic international expansion with Huwel Lifesciences through a Singapore-based regional commercialization partner.
ASMS will lead commercial execution and channel partnerships, while Huwel Lifesciences focuses on technology development, manufacturing, and regulatory support. Volume: 85,616 shares.
Real Estate
Lodha Developers climbed 1.93% after reporting a strong Q4FY26 with robust year-on-year growth across key parameters.
Full-year net profit crossed Rs 2,900 crore with income growing over 12%, signalling sustained momentum in India's premium residential real estate market. Volume: 2,79,830 shares.
Banking
IndusInd Bank rebounded sharply, gaining over 3%, as the lender reported a return to profitability in Q4FY26 after steep losses in the same quarter last year.
While full-year FY26 net profit declined sharply due to prior-year losses, the Q4 turnaround signals stabilization. Intraday high: Rs 899.15; volume: 1,92,036 shares.
Aerospace
Unimech Aerospace gained 2.71% after completing the acquisition of Hobel Bellows — a strategic inorganic growth step in precision manufacturing.
The acquisition broadens the company's manufacturing capabilities and supply chain depth within the aerospace precision components segment. Intraday high: Rs 1,035.00; volume: 4,064 shares.
IT Services
TCS gained 2.20% after signing two MoUs with Siemens Energy AG and Siemens Energy India, deepening collaboration across IT services, digital and industrial AI, and data centers.
Siemens Energy India will also support TCS's HyperVault business to address energy demands of AI-ready data centres in India. Intraday high: Rs 2,451.50; volume: 1,45,527 shares.
Water Tech
Vipul Organics was nearly flat but made notable news as its membrane unit AdiMem Technologies commenced commercial sales of membranes — transitioning from pilot to full-scale manufacturing.
The company targets membranes contributing 25% of its topline within three years and is eyeing a share of the $6.33 billion India filtration market projected for 2033. Volume: 2,950 shares.
Banking
IDFC First Bank jumped 4.30% after reporting steady growth in Q4FY26 earnings on both standalone and consolidated bases.
The bank delivered consistent growth across all parameters for the full year. Intraday high: Rs 70.28; volume: 24,58,491 shares — among the most actively traded today.
Auto Components
Sterling Tools surged 5.76% after announcing a technical collaboration and supply agreement with Nanjing Haohang Technology Co., China.
The deal positions Sterling Tools at the forefront of safety technology adoption in India's large two-wheeler segment. Intraday high: Rs 269.80; volume: 2,919 shares.
Energy / Conglomerate
Reliance Industries gained 2.14% despite a decline in quarterly net profit — the market responded positively to strong full-year performance and consolidated revenue growth.
Full-year net profit rose 24.36% to Rs 43,851 crore — a key positive. Q4 consolidated revenue grew 12.46%. Volume: 7,96,859 shares on BSE.
Infrastructure / Railways
Power Mech Projects gained nearly 4% after securing a significant EPC order from Indian Railways.
This order adds to Power Mech's growing presence in railway infrastructure, riding India's rail modernization push. Intraday high: Rs 2,508.75; volume: 6,282 shares.
Plastics / Pipes
Supreme Industries posted modest gains after reporting a strong Q4FY26 with a near 48% jump in consolidated net profit.
The sharp Q4 profit jump driven by revenue growth of over 16% reflects strong demand across Supreme's plastic products and piping systems segment. Intraday high: Rs 3,824.00; volume: 30,681 shares.
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