Stocks on Fire: Big Acquisitions, Big Moves — What’s Next?

Happy weekend, investor! 🚀
All the Stocks on Fire in India, In a week where most global markets moved sideways or slipped, India’s Sensex stole the show—topping the charts with a 1.96% weekly gain, the best among major indices worldwide.

If you think that’s impressive, wait till you hear this:

• Private Banks and Realty stocks led the rally, surging 8.59% and 8.48% respectively.
• Healthcare and Fertilizer sectors exploded with 13% gains each.
• IndusInd Bank and Axis Bank flexed hard as top stock gainers.
• Meanwhile, Wipro and Hero MotoCorp didn’t get the memo and ended the week in the red.

But with all the firepower spent last week… what’s coming next?
We’ve got big acquisitions, critical breakout stocks, and a market that’s refusing to slow down.

Let’s dive into the action ahead! 🔥

Big Acquisitions Shaking Things Up: ITC & Infosys on Fire

📦 ITC Goes Organic — Double Acquisition in the Bag

ITC Ltd. just went shopping — and came back with not one, but two major deals!

• 24 Mantra Organic:
  ITC will acquire 100% of Sresta Natural Bioproducts Pvt Ltd, the maker of ’24 Mantra Organic’ products, for ₹472.5 crore in an all-cash deal.
  This move strengthens ITC’s play in India’s booming organic foods market, perfectly aligning with its ‘ITC Next’ growth strategy.
  
• Mother Sparsh:
  ITC is also increasing its stake in Mother Sparsh, a premium ayurvedic and organic personal care brand.
  It currently owns 26.5%, but will invest another ₹81 crore (by FY27) to raise its stake to 49.3%, with plans to fully acquire the remaining stake by FY28.

👉 With the organic food and personal care market booming, ITC is clearly doubling down where the growth is!

Here’s how ITC’s stock has been trending recently —
Get ready, because Monday could see some serious action once investors digest this news.

🌐 Infosys’ Global Expansion: Two Smart Buys

Infosys isn’t staying quiet either. It’s making some bold moves to power up its global reach:

• MRE Consulting (USA):
  Infosys will acquire Houston-based MRE Consulting for up to $36 million (~₹307 crore), boosting its strength in energy and commodity trading tech.
• The Missing Link (Australia):
  Infosys is also buying The Missing Link, a cybersecurity specialist, for AUD 98 million (~₹532 crore) to beef up its digital defense game in Australia.

💰 Over ₹800 crore worth of acquisitions in one week!
Infosys is clearly setting itself up for major wins in energy, trading, and cybersecurity sectors.

📈 Keep an eye on Infosys too on Monday — these smart buys could trigger fresh excitement among investors.

📰 News in a Hurry & Stocks on Fire

Quick highlights from today’s buzzing headlines and the stocks to keep an eye on:

Paper Industry Push: Impact on Paper Stocks

The Indian Paper Manufacturers Association (IPMA) has requested a ban on inferior quality paper imports. With US tariffs pushing countries like China and Indonesia to offload surplus paper, stocks like JK Paper, West Coast Paper, and Seshasayee Paper could see renewed interest.

Coal India’s Big Move: SECL’s ₹7,040 Crore Deal

Coal India’s subsidiary SECL has signed a major contract with TMC Mineral Resources to implement “paste filling” technology, aiming for sustainable coal mining. Mining companies could see positive traction next week.

Gas Supply Shift Hits CGD Companies

ONGC is cutting back on cheaper APM gas supplies and increasing costlier new well gas for city gas distributors. Stocks like IGL, MGL, and Adani Total Gas may face cost pressures, impacting margins going forward.

Divi’s Laboratories Secures Long-Term Pharma Deal

Divi’s Laboratories has entered into a major supply agreement with a global pharmaceutical company and plans a ₹650-700 crore investment to expand manufacturing capacity. Positive momentum could continue for Divi’s Laboratories.

Steel Tariff Battle: Trade Watchlist Active

The US defended its steel and aluminum tariffs at the WTO, citing national security reasons. While immediate impact is limited, stocks like Tata Steel and JSW Steel remain sensitive to trade war developments.

Tata Elxsi Bags €50 Million Automotive Deal

Tata Elxsi has signed a multi-year, €50 million deal with a leading European automaker for software-defined vehicle solutions. Company could continue to attract attention from investors focused on auto tech and EV themes.

Adani Green Adds 48 MW Wind Power

Adani Green Energy expanded its renewable portfolio with a new 48 MW wind project in Gujarat, taking total capacity to 14,290.9 MW. The company remains in focus as it moves toward its ambitious 2030 targets.

Stocks Recommended by Analysts (for the short term/next week):

• Shriram Finance: Showing a strong bullish setup, trading above key moving averages.
• Dr. Agarwals Health Care: Consolidating near support, potentially gearing up for a reversal.
• State Bank of India (SBI): Trading comfortably above its 200-day moving average, poised to test higher levels.  
• SBI Life Insurance Company Ltd: Strong bullish comeback, breaking above a key resistance zone.
• Indian Bank: Firm breakout from a five-month supply zone with strong volume.
• Adani Ports and Special Economic Zone Ltd: Confirmed a triangular breakout, indicating a trend reversal.

Undervalued and Overlooked: DCB Bank in Focus

While big names steal the spotlight, DCB Bank is quietly building a strong case for itself in the small-cap banking space.

DCB Bank Limited (Market Cap: ~₹3,600 crore) operates 436 branches across India and focuses mainly on MSMEs, SMEs, and retail customers. Around 96% of its loans are secured, helping the bank maintain stable asset quality (GNPA at 3.23%).

And here’s something traders should note — DCB Bank recently crossed its 9-week moving average, a technical signal that often hints at bullish momentum building up.

📈 Why DCB Bank Looks Interesting

• Attractive Valuation:
  PE of 6.08 and PB of 0.71 — much cheaper than larger private sector banks.
• Growth Focus:
  The bank aims to double its loan book in the coming years, mainly targeting India’s booming MSME sector.
• Strong Analyst Support:
  The median target price is ₹152.88 (vs. current ₹115-₹120). Motilal Oswal has a ₹160 target, Anand Rathi sees it at ₹178 — both giving a “Buy” rating.

⚠️ Risks to Keep in Mind

• Low CASA Ratio:
  At 26.02%, it’s much lower than industry leaders, meaning higher funding costs.
• Moderate Asset Quality:
  GNPA of 3.23% and net NPA of 1.11% are manageable, but not industry-best.
• Low Promoter Holding:
  Just 14.72%, which might concern some investors about long-term confidence.

Final Thoughts

DCB Bank offers a mix of value and growth for investors willing to explore small caps.
If the bank improves its CASA ratio and successfully expands its loan book, it could unlock significant upside. However, patience and close monitoring are crucial given the risks.

Want to know about Fresh Breakout Stock or Nifty’s Outlook, then Click Here.

Conclusion: Big Moves, Bigger Opportunities

This week, India didn’t just lead the global market rally — it sprinted ahead with style!
From ITC and Infosys’ acquisition sprees to sector-specific breakouts in healthcare, fertilizers, and real estate, the “stocks on fire” theme isn’t cooling anytime soon.

Next week could be even more action-packed as markets react to these developments. Whether you’re eyeing fresh breakouts or planning your next long-term bet, being prepared is half the battle.

And if you want a smarter, faster way to spot opportunities before the crowd, Angel One’s intuitive platform has you covered — from technical charts to expert insights at your fingertips.
📈 Start your week sharper — explore Angel One here!

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