Stocks to watch: Today’s focus is on eight shares: CEAT, Biocon, LIC, and Lenskart.

Stock market today: The RBI’s plan to add ₹1.45 lakh crore to the system through bond purchases and dollar-rupee swaps, along with a 25-basis-point rate cut, improved market sentiment and contributed to the indices’ strong gains on Friday, December 5. The Nifty 50 increased 153 points, or 0.59%, to close at 26,186.45, while the Sensex closed 447 points higher at 85,712.37, up 0.52%, building on the momentum of the previous session. While the Smallcap index fell 0.67%, the BSE Midcap index increased by 0.21%.

“Despite Friday’s turbulent session, markets ended the day up more than 0.5 percent. Early in the day, sentiment was cautious, but as the day went on, strength in heavyweight stocks across sectors lifted the mood. Consequently, the Nifty ended the day close to its peak at 26,186.45, up 0.59%. Sector-wise, the majority of indices supported the increase, with the biggest gains coming from banking, finance, and information technology. The Midcap index increased by 0.45% while the Smallcap index fell by more than 0.5%, indicating a mixed trend in the larger markets.

The main driver of the recovery was the decision made by the RBI Monetary Policy Committee. The committee raised the FY26 GDP forecast to 7.3%, lowered the CPI inflation projection to 2%, unanimously reduced the repo rate by 25 basis points to 5.25%, and remained neutral. According to Ajit Mishra, SVP of Research at Religare Broking Ltd., “this announcement sparked new buying in rate-sensitive financials and NBFCs, helping offset the impact of mixed global cues.”

Stocks to Watch

CEAT

In addition to approving an investment of IDR 3,800 million in its Indonesian subsidiary, PT CEAT Tyres Indonesia, the business has authorized the issue of unsecured NCDs worth up to ₹250 crore.

Life Insurance Corporation of India

Shalini Pandit, Joint Secretary in the Ministry of Finance’s Department of Financial Services, has been designated by the Indian government as the Government Nominee Director on the Board of LIC. With immediate effect, she replaces Parshant Kumar Goyal, a Joint Secretary in the same department.

Biocon

The US FDA has tentatively approved the company’s subsidiary Biocon Pharma’s abbreviated new drug application (ANDA) for levodopa and carbidopa extended-release capsules.

Lenskart

Due to its one-month shareholder lock-in period ending on December 8, the stock will be the focus of attention on Monday.

ONGC

In order to maintain leadership at the state-owned energy firm, the board has approved Arun Kumar Singh’s reappointment as Chairman and CEO, beginning December 7, 2025.

Ola Electric

Large-scale deliveries of the company’s cars outfitted with the new 4,680 Bharat Cell have started. The first vehicle to employ this locally created 4,680 Bharat Cell battery pack, which offers increased performance, safety, and range, is the S1 Pro+ (5.2 kWh).

RailTel

The company secured an overseas order valued at ₹14.4 crore from the Ministry of External Affairs to deliver 2,000 AI-powered laptops.

Dabur India

The NSE has sent the business an observation letter noting that it has “no objection” to the proposed Scheme of Amalgamation, which calls for Sesa Care and Dabur India to merge, as well as the participation of their respective creditors and shareholders.

Disclaimer: This narrative is solely intended for educational reasons. Before making any investing decisions, please speak with an investment professional.