Stocks To Watch Today, 12 June: Dabur India, Vedanta, GNG Electronics, Infosys, Hexagon Nutrition, IRCTC, GenXAI Analytics, State Bank of India (SBI), Lenskart Solutions, Sagility

Stocks To Watch Today: The Indian stock market benchmark indices, Sensex and Nifty 50, are expected to open higher on Friday, supported by strong global market cues and improving risk sentiment. Investor optimism has been boosted by expectations of a potential US–Iran peace agreement, following reports that US President Donald Trump canceled planned military strikes against Iran. This development has eased geopolitical concerns and improved global market appetite for risk assets. Asian equity markets recorded a broad-based rally, while US stock markets closed sharply higher overnight, with all three major indices posting their strongest single-day gains since April 8. 

In contrast, Indian markets ended lower on Thursday amid heightened geopolitical tensions in the Middle East, which weighed on investor sentiment. The Sensex declined 150.63 points, or 0.20%, to close at 73,832.55, while the Nifty 50 fell 53.35 points, or 0.23%, to settle at 23,161.60. Overall, market direction remains highly sensitive to global geopolitical developments.

Stocks To Watch On 12 June 

FMCG & Consumer Goods

• Dabur India
  US FDA issued import alert for products manufactured at Silvassa plant due to data integrity and maintenance deficiencies identified during inspection. Company submitted responses, but export restrictions may impact US-bound shipments and near-term sentiment.

Building Materials & Industrials

• Astral Ltd
  Astral Chemie will acquire a 60% stake in Differentiated and Sustainable Solutions LLP for ₹39.11 crore, expanding its specialty chemicals and sustainability-focused materials portfolio.
• JK Paper
  Company increased its stake in Borkar Packaging to 87.36%, strengthening control over packaging business and enhancing downstream integration across its value chain.
• SP Apparels Ltd
  Company extended a GBP 4 million loan to its UK subsidiary at 9% interest, supporting international operations and strengthening overseas business expansion.

Banking & Financial Services

• State Bank of India (SBI)
  Government appointed Sanjay Lohiya as director on SBI Central Board, strengthening governance and administrative oversight in India’s largest public sector bank.
• IRCTC
  Rajneesh Narain appointed Director (Finance), reinforcing financial leadership and improving governance structure in the railway catering and tourism business.
• Lenskart Solutions (Block Deal)
  ADIA-backed trust sold stake worth ₹1,900 crore, while multiple mutual funds and global investors accumulated shares, indicating strong institutional participation and liquidity activity.
• Vintage Coffee & Beverages
  SBI Mutual Fund increased stake significantly, while promoters and other entities partially exited, indicating shifting ownership structure and institutional interest.

IT & Technology

• Infosys
  Completed pilot of CMMI AI Maturity Framework, contributing to global AI governance standards and strengthening enterprise-level responsible AI deployment practices.
• Happiest Minds Technologies
  Launched Rel(AI) Build platform and ADLC framework, enabling agentic AI integration across software lifecycle to improve automation, speed, and productivity.

Infrastructure & Conglomerates

• Adani Enterprises
  AdaniConneX acquired 100% stake in Madhuvanti Build Estate from Adani Infra, expanding data center infrastructure footprint through internal restructuring.
• Vedanta Ltd
  Four demerged entities will list on stock exchanges, marking a major restructuring exercise aimed at unlocking shareholder value across diversified businesses.

Healthcare & Analytics

• Sagility
  Acquired US-based CareSeed for up to $30 million, strengthening healthcare analytics capabilities, regulatory reporting, and AI-driven medical data solutions.

Bulk & Block Deals

• GNG Electronics
  Promoter sold 3.93% stake to institutional investors, reflecting strong demand and increased participation from global and domestic funds.
• Lenskart Solutions
  Major block deal saw ADIA trust partially exit while mutual funds and institutional investors accumulated shares worth ₹1,900 crore, showing strong liquidity interest.

Market Listings

• Hexcagon Nutrition
  Mainboard listing expected, drawing investor attention in nutrition and health sector amid rising consumer demand.
• GenXAI Analytics
  SME listing scheduled, representing an AI-focused analytics company entering capital markets with technology-driven growth prospects.

Ex-Dividend Stocks

• Tata Steel, Tata Motors, Trent, Voltas, ACC, Adani Enterprises, Adani Ports, ICICI Prudential AMC, Ambuja Cements, Apcotex Industries, Adani Total Gas, Avantel, Canara Bank, Cemindia Projects, DCB Bank, Eimco Elecon, Elecon Engineering, High Energy Batteries India, JM Financial, Lloyds Metals & Energy, MM Forgings, Navin Fluorine International, Orient Cement, Oseaspre Consultants, Panchsheel Organics, Petronet LNG, Piramal Finance, Punjab National Bank, Reliance Industrial Infrastructure, Technojet Consultants, Tamilnad Mercantile Bank
  These stocks are trading ex-dividend, leading to short-term price adjustments across sectors including banking, cement, energy, and manufacturing.

Corporate Actions & F&O

• City Union Bank
  Trading ex-bonus, impacting short-term price movement due to adjustment in share capital structure.
• Mobavenue AI Tech
  Trading ex-split, leading to stock price adjustment while maintaining overall shareholder value.
• Sumeet Industries
  Trading ex-rights issue, affecting liquidity and capital structure.
• Kaynes Technology India
  Placed under F&O ban due to excessive derivative positions, restricting fresh F&O trades temporarily.

(With Inputs)