Indian equities slipped in the previous session after hitting fresh lifetime highs. The Nifty 50 closed about 144 points lower at 26,032, and the Sensex ended 504 points down at 85,138 as traders locked in profits after the recent rally. Weakness in the rupee and persistent foreign institutional investor (FII) outflows added to the pressure on sentiment.
Analysts expect the market to trade in a sideways to slightly negative range as participants wait for the RBI’s monetary policy decision later this week. The committee must balance strong GDP growth trends with signs of cooling industrial activity, so rate commentary will be crucial for banks and rate-sensitive sectors.
Against this cautious backdrop, stock selection becomes even more important. Here are two stocks that traders and medium-term investors can track in today’s session.
United Breweries Ltd [NSE: UBL]
United Breweries hit a fresh 52-week low of around ₹1,665 on 2 December 2025 after a four-day losing streak. Around 10:30 am IST on 3 December, the stock was trading close to ₹1,700, slightly above that recent low, even as benchmarks stayed near record highs. This divergence reflects near-term pressure on both earnings and sentiment.
Why United Breweries is on our radar
- Contrarian opportunity near 52-week lows
The stock has delivered negative returns over the last year and has lagged both the BSE benchmark and the beverages sector. Price action below the 5, 20, 50, 100 and 200-day moving averages shows that sentiment is still weak. For investors who prefer contrarian setups, such deep corrections in otherwise strong consumer names can offer favourable risk reward if fundamentals stabilise. - Short-term earnings dip, but healthy long-term trends
Recent quarterly numbers were soft, with profit before tax and profit after tax falling sharply compared to the previous four-quarter average and revenue also declining. However, over a longer period, the company has grown its operating profit at a strong compounded pace and continues to generate a reasonable double-digit return on capital employed. This mix suggests that the current pressure is cyclical rather than structural, although patience is required. - Conservative balance sheet and institutional backing
United Breweries has a very low debt-to-equity ratio, which provides comfort in a slower demand phase. Institutional investors hold nearly one fourth of the company, indicating sustained interest from long-term capital that typically focuses on brand strength, distribution reach and profitability over full cycles. - Valuation at a discount to peers
The stock now trades at a discount to its own historical valuation relative to its beverage peers. While the P/E ratio remains high in absolute terms, the correction from the ₹2,299 52-week high has brought valuations closer to long-term averages. If earnings recover over the next few quarters, there is room for both re-rating and earnings-driven upside.
This idea suits investors who believe in India’s long-term premium alcohol consumption story and are comfortable taking staggered exposure in a stock that is currently out of favour.
Key Metrics for United Breweries Ltd
| Parameter | Value |
| Previous Close (as of 2 Dec 2025) | ₹1,721.00 |
| Day Range | ₹1,696.20 – ₹1,720.00 |
| 52 Week Range | ₹1,666.30 – ₹2,299.70 |
| Market Capitalisation | ₹449.49 billion |
| Average Volume | 164.91K |
| P/E Ratio | 122.78 |
| Dividend Yield | 0.59% |
| Company Type | Large-cap Stock |
| Beta | 0.54 |
Schneider Electric Infrastructure Ltd [NSE: SCHNEIDER]
Schneider Electric Infrastructure was among the notable gainers in the capital goods sector. Around 10:30 am IST on 3 December 2025, the stock traded near ₹774, up about 3% for the day, even as the broader BSE Capital Goods index slipped. This relative strength stands out after the stock’s moderate decline over the last year.
Why Schneider Electric Infrastructure is on our radar
- Beneficiary of power and grid modernisation
Schneider Electric Infrastructure supplies equipment and solutions for power transmission and distribution. With India continuing to invest heavily in grid upgrades, renewable integration and infrastructure for data centres and industry, the company is well placed to capture long-duration demand. Recent commentary from the parent group on AI-ready power and cooling infrastructure underlines the growing opportunity in high-density data centres and digital infrastructure. - Improving long-term financial profile
For FY25, the company reported healthy double-digit growth in both revenue and net profit compared with FY24, supported by robust order execution and operating leverage. While the latest quarterly profit was marginally lower year on year, sales continued to grow at a respectable pace, suggesting that the underlying demand environment remains firm. - Re-rating candidate in the capital goods basket
Over the last twelve months, the stock price has corrected nearly 9% while the Sensex has gained in high single digits. This underperformance, despite improving annual earnings, creates space for re-rating if margins stabilise. At the same time, the stock still trades at a premium P/E multiple, which indicates that the market is already discounting strong future growth. Any fresh orders in grid automation, transmission, or data centre infrastructure can act as triggers. - Momentum pick with structural tailwinds
Technically, the stock is attempting to build support above its recent lows near ₹540 and is trading comfortably above this level. Today’s outperformance versus the capital goods index signals renewed buying interest from traders who are looking for momentum names backed by multi-year structural themes like electrification and automation.
Given its combination of cyclical uptrend and long-term growth drivers, Schneider Electric Infrastructure can appeal to investors who are comfortable with higher valuation risk and are positive on the power capital goods theme.
Key Metrics for Schneider Electric Infrastructure Ltd
| Parameter | Value |
| Previous Close (as of 2 Dec 2025) | ₹751.70 |
| Day Range | ₹746.35 – ₹782.80 |
| 52 Week Range | ₹540.00 – ₹1,052.00 |
| Market Capitalisation | ₹183.47 billion |
| Average Volume | 170.39K |
| P/E Ratio | 89.79 |
| Dividend Yield | – |
| Company Type | Mid cap stock |
| Beta | 1.43 |
Final Thoughts
Shortlisted ideas like United Breweries and Schneider Electric Infrastructure should be viewed in the context of your overall asset allocation, risk appetite and investment horizon. Markets are likely to stay volatile ahead of key macro events such as the RBI policy, so position sizing and entry levels matter.
Before taking any position, review each company’s latest results, guidance, and sector outlook, and combine this with your own technical or quantitative framework. Use stop loss levels, diversify across sectors and avoid over exposure to any single stock, especially in a market that is consolidating near all-time highs.
If you are new to equities, take the first step by opening a Demat account with Torus Digital so you can execute and track such ideas in a disciplined way.
