IRB Infrastructure Trust
On January 6, 2026, IRB Infrastructure Trust received a Letter of Award from the National Highways Authority of India (NHAI) for the TOT-18 bundle project in Odisha. This 20-year concession involves tolling, operation, maintenance, and transfer of the 74.5 km Chandikhole-Bhadrak section of NH-16.
This latest win follows the execution of a concession agreement in November 2025 for the even larger ₹9,270 crore TOT-17 project in Uttar Pradesh, covering over 366 km of highway sections.
Biocon Ltd
Biocon Biologics will introduce three new biosimilar oncology assets (Trastuzumab/Hyaluronidase, Nivolumab, and Pembrolizumab) at the 2026 J.P. Morgan Healthcare Conference. This expands their existing portfolio of 17 oncology medications, representing a significant market opportunity.
In December 2025, Ajanta Pharma signed an agreement with Biocon to market semaglutide, a diabetes and obesity treatment, across 26 countries.
Pidilite industries Ltd
Pidilite Industries’ wholly-owned subsidiary, Pidilite Ventures Pvt. Ltd. (PVPL), transferred its entire shareholding in online furniture retailer Pepperfry to TCC Concept Ltd. through a 100% share swap deal. Following this strategic transaction, PVPL now holds a 2.20% equity stake in TCC Concept. This was not a related party transaction.
Titan Company Ltd
Titan Company’s shares are in focus due to a strong quarterly update, with its consumer businesses showing 40% year-over-year growth in Q3 FY26.
The company’s domestic operations grew by 38%, while the international business surged by 79% year-over-year in the quarter ended December. The jewellery division performed robustly, with plain gold growing in the late-30s percentage range and studded business growing in the mid-twenties percentage range.
Titan recently entered the lab-grown diamond market with its new brand “beYon”, opening its first store in Mumbai.
Godrej Consumer Products Ltd
The company expects close to double-digit revenue growth and double-digit core earnings growth for the quarter ended December 31, 2025 & Godrej Consumer reported that demand conditions in India have improved following temporary sales disruptions caused by tax cuts.
Strong performance in home care and strategic acquisitions, such as the Muuchstac brand, are expected to position the company well in growing segments.
Lodha Developers Ltd
Lodha (Macrotech Developers) shares are in focus after the company reported strong Q3 FY26 operating results, including its highest-ever quarterly pre-sales, although collections saw a year-over-year dip.
Lodha achieved a record ₹5,620 crore (₹56.2 billion) in pre-sales for Q3 FY26, a 25% year-over-year increase, driven by strong residential demand across key markets. This keeps them on track to meet their full-year guidance of ₹21,000 crore.
The company significantly exceeded its annual business development guidance, adding five new projects with a gross development value (GDV) of ₹338 billion in Q3 FY26, including an entry into the NCR market.
Yes Bank Ltd
On January 5, 2026, Yes Bank received approval from the NSDL for the transfer of its demat undertaking for its retail division to its subsidiary, YES Securities. The bank also recently partnered with Life Insurance Corporation (LIC) to expand its reach through a new bancassurance deal.
Meesho Ltd
Meesho Around 109.9 million shares, or approximately 2% of Meesho’s outstanding equity, valued at around ₹1,997 crore, became eligible for trading on January 7, 2026 because lock in period is going to expire today
Senco Gold Ltd
Senco Gold recently reported strong nine-month sales growth of 31%, with same-store sales growth of around 21%, positioning it favorably in the market. The company is targeting over 25% growth for FY26.
Jubilant Foodworks Ltd
The company’s consolidated revenue of ₹2,438.7 crore for Q3 FY26 marks a 13.4% YoY increase, while standalone revenue grew by 11.8% & a total of 114 new stores were added across the group during the quarter, bringing the total store count to 3,594.
Domino’s India accounted for 75 of these new stores, domino’s India recorded an LFL growth of 5% during the quarter.
Jubilant FoodWorks is set to exit its entire 31.66% stake in associate company Hashtag Loyalty Private Limited, a transaction expected to complete by February 12, 2026.
