As midday trading unfolds on Thursday, a sharp divide is visible across India’s stock markets. While broader indices remain under pressure following global developments, several individual stocks are showing notable movement either due to corporate results, recent IPO performance, or future growth guidance. At the center of this action are stocks like NSDL, BHEL, Reliance Industries, Adani Ports, and Lupin, each seeing strong investor reactions.
NSDL continues to grab attention for the second consecutive session following its impressive stock market debut. After a strong listing day that saw the stock surge seventeen percent, NSDL is up another fifteen percent in today’s trade. The enthusiasm comes from investor confidence in the depository space, which is expected to benefit from a rising domestic equity market capitalization. With analysts optimistic about revenue visibility and growth opportunities in the sector, NSDL’s momentum remains strong. The company’s presence in a critical part of market infrastructure is drawing long-term interest.
In contrast, BHEL is under severe selling pressure. The stock has declined more than six percent following a disappointing performance in the first quarter of the financial year. The engineering major reported muted revenues and operating margins, citing delays in project execution and higher operational costs. Despite the poor quarterly showing, several brokerages have maintained a buy rating on the stock, anticipating a recovery in execution and strong order inflows in the coming quarters. However, the immediate investor reaction reflects nervousness about near-term challenges.
Reliance Industries is also in the red today, with its stock falling by over two percent. While the company’s chairman Mukesh Ambani reiterated the group’s focus on retail, digital services, media, entertainment, and new energy as the pillars of future growth, investors are keenly awaiting a timeline for the long-anticipated Jio IPO. The lack of immediate clarity around the listing of Jio Platforms has likely contributed to the cautious sentiment around the stock.
Adani Ports is facing similar headwinds, with its shares down close to three percent. Despite positive long-term projections driven by strong logistics expansion and continued capacity additions, investors are reacting conservatively amid global uncertainties. Most brokerages remain bullish on the stock, citing its dominant position and strategic investments, but current market sentiment has temporarily dampened the outlook.
Lupin, on the other hand, is proving to be a rare outperformer in today’s choppy session. The pharmaceutical giant’s stock has risen nearly five percent, driven by strong first-quarter results and robust earnings momentum. The company is expected to surpass US sales of one billion dollars in the current fiscal year, bolstered by a series of high-value product launches. These include recent approvals and rollouts of medications such as Tolvaptan, Glucagon, and several others where Lupin enjoys exclusivity in the US market. Brokerages remain optimistic about Lupin’s path forward, citing its innovation pipeline and strategic product positioning.
Thursday’s midday trade highlights the growing divergence between companies showing near-term resilience and those facing structural or sentiment-driven challenges. With ongoing global trade tensions and volatile foreign investor flows, stock-specific action is likely to dominate in the near term.
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