The Indian stock market closed with a cautious tone as benchmark indices saw marginal gains. The Sensex settled at 85,265 and the Nifty 50 at 26,033, up 0.19% and 0.18%. Trading remained largely range-bound as participants awaited the RBI Monetary Policy Committee’s decision on the repo rate scheduled for today.
Markets entered the session with expectations of a potential rate cut, although robust GDP numbers and mixed global cues kept investors from taking strong directional bets. The rupee slipping past 90 per US dollar added pressure, while rising Japanese bond yields contributed to concerns of capital outflows from emerging markets.
The primary market continues to remain active, with the Meesho IPO, Vidya Wires IPO, and Aequs IPO concluding, and more issuances lined up in the coming weeks.
Broader sentiment is expected to stay steady but cautious, with a focus on rate-sensitive sectors such as
Investors are also watching upcoming US CPI data for further clarity on global risk appetite. Meanwhile, ongoing strategic discussions between India and Russia, including reports on advanced defence cooperation, may offer support to defence-linked and infrastructure segments.
Against this backdrop, here are two stocks to watch in today’s trading session.
Indian Renewable Energy Development Agency Ltd (IREDA) [NSE: IREDA]
IREDA drew attention after hitting a new 52-week low at ₹136.2. While near-term price action shows downward pressure, the company’s fundamentals remain strong. Long-term growth has been healthy, with net sales rising at over 33% annually and operating profit expanding at more than 36%. Recent half-yearly results reflected a 27.55% rise in sales along with an improvement in leverage.
Valuation indicators such as a 13.3% ROE and a price to book ratio of 3 suggest the stock is trading at a relative discount compared with peers. Limited mutual fund ownership also indicates potential room for institutional participation once sentiment stabilises. Investors may track IREDA for possible recovery opportunities, supported by its consistent business momentum.
Latest Market Data
| Metric | Value |
| Previous Close (as of Dec 4, 2025) | ₹136.75 |
| Day Range | ₹133.00 to ₹137.29 |
| 52 Week Range | ₹133.00 to ₹234.29 |
| Market Cap | ₹35,817 crores |
| P/E Ratio | 21.12 |
| Dividend Yield | – |
| Average Volume | 4.83M |
| Company Type | Large cap stock |
| Beta | 1.68 |
RailTel Corporation of India Ltd [NSE: RAILTEL]
RailTel remains active after securing consecutive government contracts. The company received a ₹63.92 crore order from CPWD for designing and implementing an ICT network, along with a ₹48.77 crore project from MMRDA to develop a Regional Information System and establish an Urban Observatory. These orders enhance revenue visibility and reinforce RailTel’s position in digital infrastructure.
Financial performance has been steady, with Q2 FY26 revenue rising 12.78% year on year and net profit improving to ₹76.07 crore. As a Navratna PSU with a large nationwide telecom network, RailTel is well-positioned to benefit from continued digitalisation initiatives. Strong order wins and stable earnings make it a stock to keep on the radar.
Latest Market Data
| Metric | Value |
| Previous Close (as of Dec 4, 2025) | ₹330.50 |
| Day Range | ₹330.30 to ₹340.60 |
| 52 Week Range | ₹265.50 to ₹478.95 |
| Market Cap | ₹10,676 crores |
| P/E Ratio | 33.30 |
| Dividend Yield | 0.60% |
| Average Volume | 622.24K |
| Company Type | Small cap stock |
| Beta | 1.89 |
Conclusion
Stock trading requires careful evaluation of market conditions, company fundamentals, and sector trends. Focus on businesses that show consistent financial performance, strong order books, or improving profitability. Use both technical and fundamental indicators to refine entry and exit decisions.
Risk management remains essential. Apply stop losses, manage position sizes, and trade with a structured plan aligned to your risk appetite.
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