Stocks to Watch Today, January 27: PVR INOX, Waaree Renewables, Jayaswal Neco, Swan Defense Among 10 Share in Focus Today

JSW Energy Ltd

JSW Energy reported a significant financial performance for Q3 FY26, with its consolidated net profit surging 150% year-over-year (YoY) to ₹420 crore (or ₹4.20 billion), primarily driven by higher power generation and capacity additions.

Net profit more than doubled to ₹420 crore in Q3 FY26, compared to ₹168 crore in the same period the previous year. This impressive growth was significantly above analyst estimates & Revenue from operations jumped 67.4% YoY to ₹4,082 crore from ₹2,439 crore in Q3 FY25.

The strong results were underpinned by a 65% YoY increase in net power generation to 11.1 billion units (BUs), reflecting contributions from newly acquired assets and capacity expansion.

Bharat Petroleum (BPCL)

Bharat Petroleum (BPCL) reported strong financial results for Q3 FY 2025-26, with a consolidated net profit of ₹7,188.40 crore, a significant increase of 88.9% year-on-year (YoY). The company’s revenue from operations for the quarter was ₹1,36,653.12 crore, up 7.1% YoY.

The massive jump in net profit was supported by favorable market conditions, improved refining margins, and effective cost management & company’s board approved an interim dividend of ₹10 per equity share.

Waaree Renewables Technologies Ltd

On January 26, 2026, the board approved the acquisition of a majority stake (55.0%) in Associated Power Structures Ltd (APSL), for ₹1255 crore a company operating in the power transmission and distribution sector, which aligns with Waaree’s long-term strategy of building integrated clean energy solutions & acquisition of APSL is a key strategic move for the Waaree Group, allowing them to diversify beyond renewable generation and EPC (Engineering, Procurement, and Construction) services into grid and transmission infrastructure, enhancing their execution capabilities for utility-scale projects.

PVR INOX

PVR INOX has sold its entire stake in the premium snacking brand 4700BC to Marico for ₹226.8 crore in an all-cash deal, a move to focus on its core cinema business and strengthen its balance sheet & PVR INOX is monetizing non-core assets to reduce debt and improve its earnings profile, with the 4700BC transaction expected to be completed within 30 days.

Jayaswal Neco Industries Ltd

Jayaswal Neco Industries Ltd. has signed a Memorandum of Understanding (MoU) with the Government of Maharashtra to build a new integrated steel plant.

The agreement is for the establishment of a world-class integrated steel plant with a capacity of two million tonnes per annum (2 MTPA) in the Gadchiroli District of Maharashtra & the proposed project involves a substantial investment of INR 12,262 crores.

The project is expected to provide direct employment to 2,600 staff and workers & govt of maharashtra will help facilitate the necessary permissions, registrations, approvals, clearances, and fiscal incentives for the project.

Hindustan Copper

Hindustan Copper was recently declared the preferred bidder for a new copper and mineral block in Madhya Pradesh and has commenced operations at the Kendadih Copper Mine in Jharkhand, indicating strategic growth in its mining capacity.

Kesar India

Kesar India has consolidated a contiguous land bank of approximately 9.10 hectares (22.487 acres) in the Hingna–MIHAN corridor in Nagpur through acquisitions on December 29, 2025, and January 23, 2026 & this strategic move is anticipated to yield an estimated ₹200 crore in revenue.

Torrent Pharmaceuticals Ltd

Torrent Pharmaceuticals finalized the acquisition of a 46.39% equity stake in J.B. Chemicals & Pharmaceuticals, for approximately ₹11,917 crore from Tau Investment Holdings (a KKR entity), this makes torrent pharma the official promoter of JB Chemicals, and the acquisition aligns with Torrent’s strategy to strengthen its presence in branded generics and chronic therapies.

HCL Technologies Ltd

HCLTech recently announced a definitive agreement to acquire Finergic Solutions, a Singapore-based consulting firm specializing in wealth management and core banking, for (14.7 million). The deal is expected to close by April 30, 2026.

Swan Defence & Heavy Industries

In January 2026, Swan Defence and Heavy Industries Limited (SDHI) secured a landmark commercial shipbuilding contract valued at approximately $227 million (approx. ₹2,000–₹2,100 crore) from the Norwegian shipowner Rederiet Stenersen AS.

This is noted as a significant commercial shipbuilding order for India and the first major export order for chemical tankers for an Indian shipyard. It is the first newbuild order for the shipyard since its acquisition and rebranding by Swan Corp Limited. The vessels will be designed in collaboration with Marinform AS (Norway) and StoGda Ship Design & Engineering (Poland), and classed by DNV.

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