Mumbai, June 9, 2025 – As markets reopen for the new trading week, several stocks are poised to be in the spotlight on Monday, driven by regulatory developments, earnings updates, and corporate announcements. Here’s a look at the key stocks that investors should track:
Insurance Stocks
The Insurance Regulatory and Development Authority of India (IRDAI) has proposed an average hike of 18% in third-party (TP) motor insurance premiums, with a steeper increase of 20–25% for select vehicle categories. A final decision is expected from the Ministry within the next 2–3 weeks. Stocks of listed insurers like New India Assurance, ICICI Lombard, and SBI General Insurance may react to this development.
GHV Infra Projects
GHV Infra Projects has bagged a ₹546 crore work order (excluding GST) for road strengthening and improvement in Mumbai. The 24-month project boosts the company’s domestic order book and may generate positive investor sentiment.
UPL Ltd
UPL is in focus as its associate company Serra Bonita is set to sell its entire assets for $125 million. UPL holds a 33% stake, and the sale proceeds will be distributed among shareholders, offering UPL a significant financial gain.
Bharat Electronics Ltd (BEL)
BEL and Tata Electronics have signed a strategic MoU to jointly develop semiconductor and electronics solutions. The collaboration supports India’s goals for chip manufacturing, OSAT services, and defence electronics, and could bolster BEL’s long-term growth outlook.
Asian Paints
Asian Paints faces scrutiny after Birla Opus Paints, a Grasim Industries subsidiary, filed a competition complaint with the CCI. The allegation claims that Asian Paints threatened dealers to deter them from dealing with Grasim, raising regulatory and reputational concerns.
Larsen & Toubro (L&T)
L&T has launched a ₹500 crore ESG bond issuance, becoming the first Indian corporate to do so under SEBI’s new ESG and sustainability-linked bond framework. This move enhances L&T’s green financing credentials and aligns with rising ESG investment trends.
HCL & RITES
Hindustan Copper Ltd (HCL) and RITES have formed a strategic partnership to participate in mineral block auctions and develop mining infrastructure. The alliance aims to support India’s mineral self-reliance and could unlock new revenue streams for both PSUs.
Mahindra & Mahindra (M&M)
M&M reported a 17% YoY growth in total sales for May 2025, reaching 80,458 units, and a 28% surge in production. However, exports fell 27% YoY, raising concerns about international market dynamics. Still, strong domestic performance may drive positive stock movement.
Conclusion
With diverse developments across sectors — from insurance regulations and infrastructure contracts to ESG bonds and international collaborations — these stocks are expected to generate significant market buzz. Investors should watch closely for trading opportunities and market sentiment shifts during Monday’s session.