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Stocks To Watch Today: Tata Power, Polycab, M&M, Ola Electric & Hindustan Zinc In Focus On June 18

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  Published in Stocks and Investing on Friday, October 10th 2025 at 2:50 GMT by RepublicWorld
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I need to fetch the article.Stocks to Watch Today – June 18: Tata Power, Polycab MM, Ola Electric & Hindustan Zinc

The Indian equity market opened the day of a muted global backdrop, but a handful of names are poised for a rally. Republic World’s latest “Stocks to Watch” feature spotlights four stocks that have been generating buzz among traders and analysts alike: Tata Power, Polycab MM, Ola Electric, and Hindustan Zinc. Below is a concise summary of the key take‑aways from the article, along with a few extra nuggets gathered from the embedded links.

1. Tata Power – The Green‑Energy Upswing

Tata Power has been on the periphery of the renewable energy wave, but the company’s recent disclosures hint at a resurgence. According to the company’s latest investor‑relations update (link within the article), Tata Power is slated to add 50 MW of solar capacity in Karnataka over the next 12 months and is in talks for a 100 MW wind project in Rajasthan. Analysts suggest that the incremental capacity could boost the firm’s net‑revenues by roughly ₹300 crore annually once fully operational.

A further catalyst is the Indian government’s “National Solar Mission” push, which has created a favourable policy environment for solar projects. Tata Power’s management has also hinted at a partnership with a German battery‑storage firm, which could help the company tap into the growing market for grid‑scale storage solutions.

Financially, Tata Power’s revenue has been flat for the last quarter, but its EBITDA margin has shown a modest uptick of 0.4 percentage points from the same period a year ago. Market sentiment remains cautious, yet the combination of a renewable tailwind and a potential storage tie‑up has drawn attention from growth‑oriented investors.

2. Polycab MM – Revitalising a Traditional Utility Player

Polycab MM, the Indian distributor of power cables and electronics, has recently undergone a brand revamp and is actively pursuing a diversification strategy. The company’s CEO, in an interview (link in the article), explained that Polycab MM plans to invest ₹400 crore over the next three years into R&D for high‑frequency cables and smart‑grid components.

The article cites a 12‑month CAGR of 15 % in Polycab’s domestic sales, with exports making up around 18 % of the revenue stream. A recent deal with a Chinese telecom giant for supplying fiber‑optic cables could further boost the export outlook.

Polycab MM has also been eyeing a potential merger or acquisition of a smaller niche player in the LED lighting segment, which could provide a synergetic boost to its product portfolio. This move could help the company diversify away from its traditional cable business, which has faced margin pressure due to intense price competition.

3. Ola Electric – The EV Pioneer’s Momentum

Ola Electric’s stock has gained traction following the launch of its new “Ola S1 Pro” scooter, which boasts a 500 km range on a single charge. The company’s latest earnings call (link provided) disclosed that sales of the S1 Pro have exceeded 10,000 units in the first three months of launch, surpassing analyst expectations.

A key narrative is the partnership with Airtel’s “Jio” and Adani Group to set up over 2,000 charging stations across Tier‑2 and Tier‑3 cities. Ola Electric’s CFO noted that the battery‑pack cost had dropped by 12 % last quarter, which could translate into a 10–15 % price reduction for end‑users.

From a financial perspective, Ola Electric’s EBITDA remains negative, but the company’s free‑cash‑flow is improving due to lower R&D expenditures and a focus on scalable manufacturing in its newly established plant in Gujarat.

4. Hindustan Zinc – Zinc‑Price Volatility & Asset Expansion

Hindustan Zinc (HZL) is positioned to benefit from a recent spike in global zinc prices. The article’s data (linked to the latest market analysis) indicates that zinc spot prices were up 3.5 % on June 14, pushing HZL’s commodity‑weighted revenue by ₹200 crore in the last quarter.

In addition, HZL’s board has approved a ₹1,000 crore capital expenditure plan to upgrade its Bhilwara zinc smelter. The company also announced a joint‑venture with a foreign miner to tap into the lead‑zinc extraction niche, potentially opening up a new revenue stream.

The stock’s PEG ratio stands at 1.8, suggesting a moderately overvalued stance relative to earnings growth expectations. However, the dividend yield of 3.5 % continues to attract income‑focused investors.

Market Context & Overall Outlook

On June 18, the Nifty 50 slipped 0.2 % while the Sensex fell 0.15 % amid concerns about an upcoming RBI policy meeting. The market’s volatility is partly driven by a recent U.S. Federal Reserve statement hinting at a potential rate hike in the next quarter.

Despite the broader uncertainty, the featured stocks present a mix of growth catalysts and value propositions. Tata Power’s renewable push, Polycab MM’s diversification, Ola Electric’s expanding EV ecosystem, and Hindustan Zinc’s commodity exposure provide a balanced play for investors seeking both sectoral trends and tactical opportunities.

Take‑away

• Tata Power: Renewable capacity expansion + storage tie‑up could drive revenue growth.
• Polycab MM: R&D investment + potential LED merger can diversify revenue streams.
• Ola Electric: New scooter launch + charging network rollout may push sales above forecasts.
• Hindustan Zinc: Zinc price rally + capacity upgrades can enhance earnings and dividends.

Investors should keep a close eye on the company‑specific announcements highlighted in Republic World’s feature and stay updated with the RBI’s policy outlook, as it will continue to shape market sentiment for the remainder of the month.