Posted February 25, 2026
Stocks To Watch, February 25: IRFC, IT Stocks, RVNL, Waaree Energies, Dr Reddy’s, Tata Group, Voltas, Schaeffler India & More
Introduction: Why February 25 Is a Crucial Trading Day for Indian Investors
If you’re an active stock market participant, you already know that every trading day brings new opportunities—and new risks. February 25 is shaping up to be one of those high-voltage sessions where multiple stocks across sectors are likely to stay in sharp focus. From railway PSUs and IT giants to pharma leaders and renewable energy players, today’s stock list reads like a buffet of market-moving triggers.
With GIFT NIFTY signaling a positive opening and global cues supporting bullish momentum, Indian markets may open in the green. But beneath that optimism lies a maze of corporate actions, earnings updates, regulatory approvals, government disinvestment plans, and global trade tensions. In simple terms, today’s market is like a pressure cooker—ready to release steam in any direction.
So, which stocks should be on your radar? Let’s dive deep into the stocks to watch on February 25, understand the reasons behind their spotlight, and explore what traders and long-term investors should consider before making their next move.
Market Outlook for February 25: What Are the Early Signals Saying?
GIFT NIFTY Indicates a Strong Start
The GIFT NIFTY futures suggest that the NIFTY50 index may open around 81 points higher. This positive indication hints at a bullish start, largely driven by strong overnight cues from US markets and selective buying in heavyweight stocks.
Global Market Cues Supporting Indian Equities
Overnight, US equities ended higher, with the S&P 500, Nasdaq, and Dow Jones posting solid gains. Technology stocks led the rally as fears around AI-led job disruption eased, pushing investor sentiment into positive territory.
In simpler words, Wall Street gave a green light, and Dalal Street seems ready to take the cue.
Top Sectors in Focus Today
Railway & Infrastructure Stocks
Companies linked to railways and infrastructure projects, especially those securing new EPC contracts, remain a hot favorite among investors.
IT & Technology Stocks
IT stocks are back in the spotlight after a strong rally in US tech stocks, offering hope of sustained deal momentum.
Renewable Energy & Solar Stocks
Solar companies are under pressure after news of steep US import duties, creating volatility and speculative trading opportunities.
Pharma & Healthcare Stocks
Regulatory approvals and compliance updates keep pharma stocks active, especially those with US market exposure.
Key Stocks To Watch on February 25
1. IRFC – Government Stake Sale in Focus
Why IRFC Is in the Spotlight
The government is set to divest up to 4% stake in Indian Railway Finance Corporation (IRFC) via an Offer for Sale (OFS) starting today. The floor price has been fixed at ?104 per share, which could help the government raise around ?5,430 crore.
What It Means for Investors
Short-term volatility is expected as institutional investors react to the OFS. Retail participation opens tomorrow, which may further influence price movement. While OFS events often cause short-term pressure, long-term investors may view this as a strategic entry opportunity.
2. RVNL – Big EPC Order Boosts Growth Visibility
Why RVNL Shares Are in Focus
Rail Vikas Nigam Limited (RVNL) secured a ?270.22 crore EPC order from Central Railway. The project includes designing and commissioning traction substations to support heavier freight movement.
Impact on Stock Performance
This fresh order strengthens RVNL’s already robust order book, boosting revenue visibility and earnings confidence. For infrastructure-focused investors, RVNL continues to remain a high-potential PSU stock.
3. IT Stocks – Riding the US Tech Rally
Key IT Stocks to Track
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Infosys
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TCS
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Wipro
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HCLTech
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Tech Mahindra
Why IT Stocks Are Gaining Momentum
The Nasdaq surged over 1% overnight, led by strong buying in software and semiconductor stocks. This positive sentiment often spills over into Indian IT stocks, which derive a significant portion of revenue from the US market.
Trading Strategy Insight
Traders may look for short-term momentum plays, while long-term investors could consider accumulating quality IT names on dips.
4. Waaree Energies & Premier Energies – Solar Stocks Under Pressure
What Triggered the Sell-Off?
The US administration announced preliminary duties of 126% on solar imports from India, citing unfair subsidies. This has spooked investors, leading to heavy selling in solar stocks.
Key Stocks Impacted
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Waaree Energies
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Premier Energies
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Vikram Solar
Investor Perspective
Short-term pain is likely, but long-term investors may see this as a temporary hurdle in India’s broader renewable energy growth story.
5. Canara Bank – ?5,000 Crore Bond Issue Plan
Why Canara Bank Is in Focus
Canara Bank announced plans to raise ?5,000 crore via Basel III-compliant Tier 2 bonds to strengthen its capital base.
Market Impact
This move improves the bank’s capital adequacy and supports future lending growth, making it a positive development for long-term shareholders.
6. Aditya Infotech – Stake Sale via Block Deal
What’s the Big News?
Promoters and Dixon Technologies are reportedly planning to offload up to 5.8% stake, amounting to nearly ?1,000 crore via block deals.
Stock Market Reaction
Such deals usually create short-term volatility but may improve stock liquidity in the long run.
7. Biocon – US FDA Approval Lifts Sentiment
Why Biocon Is Trending
Biocon received US FDA approval for Liraglutide Injection, a key drug used in chronic weight management.
Why This Matters
FDA approvals open doors to the massive US market, boosting revenue prospects and long-term valuation.
8. One97 Communications (Paytm) – Launch of Paytm Silver
What’s New?
Paytm introduced Paytm Silver, enabling users to invest in silver starting at just ?20.
Investor Angle
This move strengthens Paytm’s fintech ecosystem and encourages long-term user engagement, potentially supporting revenue diversification.
9. Schaeffler India – Strong Q4 Results Impress Investors
Key Financial Highlights
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Net Profit: ?327.96 crore (32% YoY growth)
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Revenue: ?2,643 crore (27% YoY growth)
Why This Is Important
Strong earnings reflect solid demand from the automotive and industrial sectors, reinforcing investor confidence.
10. Dr Reddy’s – Regulatory Relief Boosts Confidence
What Happened?
The US SEC decided not to pursue enforcement action after investigating allegations of improper payments.
Why It Matters
Regulatory clarity removes uncertainty, improving investor sentiment and reducing compliance-related risks.
11. Tata Group Stocks – Leadership Decision Deferred
What’s the Development?
The Tata Sons board deferred the decision on the reappointment of Chairman N. Chandrasekaran, signaling internal deliberations.
Stocks That Could React
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Tata Motors
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Tata Steel
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TCS
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Tata Power
Market Impact
While operational performance remains strong, leadership uncertainty may create short-term volatility.
12. IndiGo & SpiceJet – Aviation Sector Outlook Improves
What’s the Outlook?
ICRA expects airline losses to reduce significantly next year, with passenger growth projected at 6–8%.
Why It’s Important
This signals recovery momentum in the aviation sector, benefiting airline stocks and related infrastructure players.
13. Voltas – AC Prices Set to Rise
What’s Driving Price Hikes?
Higher copper prices, rupee depreciation, and energy efficiency upgrades.
Stock Market Impact
Rising prices could impact demand short term but improve profit margins long term.
14. Balkrishna Industries – Big Expansion Plan Announced
Investment Plan
?3,500 crore committed to expand production capacity and enter the on-highway tyre market.
Why It Matters
This diversification strategy enhances long-term revenue growth and business resilience.
15. Power Grid Corporation – Higher Investment Threshold Approved
What Changed?
The government increased the investment cap per subsidiary to ?7,500 crore, enabling participation in capital-intensive projects.
Investor Insight
This move strengthens Power Grid’s growth pipeline and earnings stability.
16. Hexaware Technologies – AWS Collaboration Expands
What’s the Update?
Expanded partnership with Amazon Web Services to deliver AI-powered digital solutions.
Market Impact
This strengthens Hexaware’s positioning in the high-growth cloud and AI services segment.
17. Capillary Technologies – Strategic Acquisition
What’s the Deal?
Capillary acquired SessionM from Mastercard, strengthening its customer engagement and loyalty solutions portfolio.
18. Afcons Infrastructure – EPC Contract Termination
What Happened?
A €113 million project termination notice was issued, but the company clarified minimal operational impact.
Investor Takeaway
While short-term sentiment may be cautious, long-term fundamentals remain intact.
Investment Strategy for February 25
For Intraday Traders
Focus on high-volatility stocks like IRFC, RVNL, IT stocks, and solar companies. Keep strict stop-losses and trade with discipline.
For Short-Term Swing Traders
Look for momentum in IT, rail PSU stocks, and pharma. Track volume and price breakouts closely.
For Long-Term Investors
Accumulate quality stocks like Power Grid, Biocon, Schaeffler India, and Tata Group companies during dips.
Conclusion: A High-Action Trading Session Ahead
February 25 is shaping up to be an action-packed trading session with opportunities across sectors. From IRFC’s OFS and RVNL’s fresh order win to solar stock volatility and IT sector optimism, today offers something for every type of investor.
But remember, the stock market is not a casino—it’s a marathon. Staying disciplined, informed, and patient is the key to long-term wealth creation. Whether you’re trading for quick gains or building a portfolio for the future, today’s stock list can guide your strategy smartly.
Disclaimer
The information provided in this article is for educational and informational purposes only. It does not constitute financial, investment, legal, or tax advice. Please consult with a certified financial advisor or a SEBI-registered professional before making any investment decisions. The author and publisher are not responsible for any financial losses or legal consequences incurred as a result of using this information
