Strong! Top Stocks in News Today: BEL, HCL Tech, UBL, Bharat Dynamics, NMDC, Jain Resource, Epack Prefab
Top stocks in news on October 23, 2025, include Bharat Electronics (BEL), HCL Technologies, United Breweries (UBL), Bharat Dynamics (BDL), NMDC, Jain Resource, and Epack Prefab Technologies, among others.
Indian benchmark indices maintained upward momentum during the Muhurat trading session, posting mild gains led by financial and technology stocks.
The BSE Sensex rose 62.97 points (0.07%) to close at 84,426.34, while the NSE Nifty50 added 25.45 points (0.10%) to finish at 25,868.60.
Key Stocks to Watch
Bharat Electronics (BEL)
The state-run defense major has received an order worth ₹633 crore from Cochin Shipyard for the supply of sensors, weapon systems, fire control solutions, and communication equipment. The order reinforces BEL’s leadership in defense electronics and is expected to boost its Q4 order book significantly.
HCL Technologies
Dubai Islamic Bank (DIB) — the world’s first Islamic bank and the largest in the UAE — announced a strategic AI partnership with HCL Technologies. The collaboration aims to accelerate digital transformation and Artificial Intelligence adoption across DIB’s ecosystem, positioning HCL Tech for strong growth in the MENA market.
United Breweries (UBL)
Heineken NV, UBL’s parent company, reported that India’s organic net revenue grew mid-single digits, though beer volumes fell due to an unusually strong monsoon season. The price-mix expanded by high-single digits, supported by portfolio premiumization and pricing in key states.
Bharat Dynamics (BDL)
The Indian Army is set to approve a major defense procurement deal for 2,408 Nag Mark 2 anti-tank missiles and 107 NAMICA vehicles. As the designated manufacturer, BDL stands to gain significantly from this indigenous defense initiative, estimated to exceed ₹10,000 crore.
NMDC
The mining PSU has revised iron ore prices effective October 22, 2025. The new price for Baila Lump (65.5%) is ₹5,550 per tonne, and Baila Fines (64%) is ₹4,750 per tonne. The move aligns NMDC’s pricing with global market trends amid rising steel demand.
Jain Resource Recycling
The non-ferrous metal recycler reported a 77.7% YoY surge in profit to ₹99.2 crore and a 51.8% revenue rise to ₹2,113.7 crore in Q2 FY26. The company also signed a joint venture with C&Y Group Investments (US) for a recycling and manufacturing facility in Gujarat, boosting its expansion in sustainable metals.
Epack Prefab Technologies
Epack Prefab posted 104.2% YoY growth in profit to ₹29.5 crore and 61.9% revenue growth to ₹433.9 crore for Q2 FY26. Ebitda margins improved to 11.5%, driven by higher demand for pre-engineered buildings and modular construction.
Kirloskar Ferrous Industries
The company bagged a ₹358 crore order from ONGC to supply EUE tubing, pup joints, and crossovers. The deal strengthens Kirloskar’s presence in the oilfield equipment supply segment.
Avanti Feeds
In a major boost for Indian exporters, Australia has lifted its eight-year ban on importing Indian prawns. The decision opens new markets beyond the US, enhancing margins for Andhra Pradesh-based aquaculture firms like Avanti Feeds.
Lloyds Metals & Energy
Lloyds completed the 49.99% acquisition of Thriveni Pellets and allotted 19.57 lakh equity shares at ₹1,460.50 to Adler Industrial Services. The transaction, valued at ₹285.88 crore, strengthens Lloyds’ footprint in the pellet and mining segment.
Fusion Finance
The IRDAI granted the company a Corporate Agent (Composite) license under the Insurance Act, enabling it to distribute insurance products through its financial services platform.
Nectar Lifesciences
The company announced full repayment of secured debt worth ₹1,338 crore, resulting in the removal of consortium charges on its assets. This marks a major step in improving the firm’s balance sheet health.
Gulshan Polyols
The agro-products manufacturer secured an ethanol supply contract from OMCs for 1,75,652 kilolitres, valued at ₹1,184.86 crore for ESY 2025–26. The order highlights growing ethanol demand in India’s green-fuel program.
Market Outlook
Analysts expect defense, IT, and metals to dominate the market narrative through the earnings season.
Investor sentiment remains positive, supported by resilient Q2 earnings and stable global cues.
Market experts recommend tracking BEL, BDL, and Epack Prefab closely for short-term momentum, while long-term investors may find value in NMDC and Avanti Feeds.
