Let's catch up on the latest news from the stock market. From significant investments to major deals, order wins, and fundraise, here’s a quick look at which stocks will be in focus in today's trade:

Stocks to Watch

Bharat Heavy Electricals

BHEL has received a contract worth Rs 2,000–2,500 crore from Dangote Petroleum Refinery & Petrochemicals Free Zone, Nigeria.

The contract involves the design, manufacturing, supply, and supervision of the erection and commissioning of eight gas turbine generators for its petroleum refinery and polypropylene plant located in the Dangote Industries Free Zone, Nigeria.

Agarwal Industrial Corporation

The company has secured an order worth Rs 477.5 crore from Hindustan Petroleum Corporation for the supply of bulk bitumen at its Mumbai and Mangalore locations, aggregating 1,30,000 MT.

Jain Irrigation Systems

The company has commissioned a high-tech, industrial-scale biochar facility with an annual capacity of around 20,000 tonnes in Jalgaon, Maharashtra, along with its partners. The facility advances climate-smart agriculture, circular manufacturing, and engineered carbon removal at a commercial scale.

Hero MotoCorp

Hero MotoCorp has unveiled its first flex-fuel vehicles—the iconic Splendor and HF Deluxe.

With this launch, India welcomes its first flex-fuel motorcycles in the 100cc segment, marking a defining milestone in the country's transition towards cleaner, self-reliant, and future-ready mobility.

JBM Auto

The company emerged as the leading player in India's electric bus segment, capturing a 49% market share in May 2026, up from 33% in April.

The company recorded 157 electric bus registrations during the month, the highest in the industry.

Steel Strips Wheels

Mohan Joshi retired as the Deputy Managing Director of the company, effective June 3.

LTM

The company launched its new managed Secure Service Edge (SSE) solution in collaboration with Cisco.

Built on Cisco Secure Access—Cisco's dedicated SSE solution—the offering is designed for cloud-first and hybrid work environments.

By combining the robust security of Cisco Secure Access with LTM's AI-powered managed services, the solution secures access to applications and enables the secure use of AI applications and models for modern enterprises.

Indiabulls

The Board has approved raising up to Rs 1,000 crore through the issuance of 51.55 crore warrants, convertible into an equivalent number of fully paid-up equity shares, at an issue price of Rs 19.40 per share.

The warrants will be issued to promoter group entities and non-promoter group entities through a preferential issue on a private placement basis.

Aurobindo Pharma

The company has inaugurated TheraNym, one of India's largest dedicated biologics contract manufacturing organisations (CMOs).

The facility is intended to support MSD's supply chain for both domestic and export markets.

Central Bank Of India

The Board has approved the appointment of Vivek Kumar, General Manager (Finance & Accounts), as the Chief Financial Officer of the bank for a period of three years, effective June 3.

Rajesh Exports

SEBI has passed an interim ex-parte order against Rajesh Exports and its Chairman and Managing Director, Rajesh Mehta, citing prima facie findings of financial misrepresentation, fund-routing irregularities, and non-cooperation during an ongoing investigation.

According to the interim order, SEBI alleged that Rajesh Exports misrepresented consolidated revenues aggregating approximately Rs 15.15 lakh crore, representing 99.80% of its total consolidated revenue during the period from FY2020-21 to FY2024-25.

SEBI has restrained Rajesh Mehta from buying, selling, or dealing in the securities of Rajesh Exports until further orders and has also directed a fresh forensic audit.

Monthly Business Update

Indian Energy Exchange (May YoY)

Electricity traded volume grows 18.6% to 12,983 MU

Day-ahead market (DAM) volume increases 24.9% to 4,417 MU

Real-time electricity market volume soars 15.9% to 5,529 MU

Bulk and Block Deals

Lenskart Solutions

SVF II Lightbulb (Cayman), an investment vehicle owned by SoftBank Group, sold 5.65 crore equity shares, representing a 3.25% stake in Lenskart Solutions, for Rs 2,873.3 crore.

Goldman Sachs Bank Europe, Societe Generale - ODI, International Monetary Fund, Fidelity Funds, Manulife Singapore, Wasatch Emerging Markets, WhiteOak Capital Mutual Fund, Quant Mutual Fund, North Rock SG VCC, Mirae Asset Mutual Fund, Kotak Funds, ICICI Prudential Mutual Fund, HDFC Life Insurance, Canara Robeco Mutual Fund, Ashoka India Equity Investment Trust, and BNP Paribas Financial Markets were the buyers of the 3.25% stake sold by SoftBank.

The transaction was executed at Rs 508.55 per share.

GMR Airports

GQG Partners Emerging Markets Equity Fund sold 19.5 crore equity shares, representing a 1.84% stake in GMR Airports, for Rs 1,906.12 crore.

Fidelity Investment Trust, through Fidelity International Small Cap Fund, was the buyer of the 1.84% stake sold by GQG Partners.

The transaction was executed at Rs 97.75 per share.

Inventurus Knowledge Solutions

Kedaara Capital Public Markets IFSC Fund I acquired 1.55 lakh shares in Inventurus Knowledge Solutions from Scott Hayworth for Rs 25.31 crore.

The transaction was executed at Rs 1,633 per share.

Balu Forge Industries

Minerva Ventures Fund purchased 6.25 lakh shares in Balu Forge Industries for Rs 30.37 crore at Rs 486.04 per share.

Stock Trades Ex-Date for Bonus

Trent

Stocks Trade Ex-Dividend

Rallis India

Technocraft Industries (India)

Stocks in F&O Ban

Amber Enterprises India

Kaynes Technology India