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Stocks to watch: KEI, KEC, Rain, MTAR, Kaynes; HDB, Oberoi, Delta under lens
Capex-linked names lead the bullish list; select lenders and realty stocks face margin and credit-cost headwinds.
Today’s watchlist highlights KEI Industries (cables and wires growth), KEC International (₹1,038-crore T&D order), Rain Industries (ARM Graphite partnership on battery materials), MTAR Tech (₹67-crore order) and Kaynes Tech (semiconductor module deliveries). On the risk side, HDB Financial faces higher credit costs; Oberoi Realty reported lower volumes; Delta Corp posted softer EBITDA. Broader catalysts include bank earnings, consumption indicators, and sectoral rotation into capex beneficiaries. Traders should monitor guidance, order execution and margin commentary across industrial and financial names.