Stocks to Watch Today, 1 October 2026: Infosys, HDFC Bank, IRFC, Muthoot Finance, Jio Financial, Acme Solar Among Shares in Focus

Stocks to watch today will be driven by a heavy flow of corporate announcements, order wins and regulatory updates. Shares in focus on Thursday, 1 October 2026, include Infosys, HDFC Bank, IRFC, Muthoot Finance, Jio Financial Services and Acme Solar, along with two fresh listings.

For the stocks to watch today, the broader market backdrop matters too. It is set for a weak start, with Gift Nifty trading below the Nifty's previous close of 22,620.45 as US bond yields, crude oil prices and FII selling weigh on sentiment. That makes stocks in news today especially important.

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Top Stocks to Watch Today: Key Triggers

Stock	Trigger
Infosys	Extended strategic partnership with ABN AMRO for AI-led transformation
HDFC Bank	Renewed focus on class action lawsuits; Q2 results on 17 Oct
IRFC	Rs 397 crore GST show-cause notice from Bihar
Muthoot Finance	Gold price weakness in focus for gold loan lenders
Jio Financial Services	Rs 320.05 crore investment in Jio Allianz General Insurance JV
Acme Solar Holdings	Phase-III BESS project commissioned in Bikaner; COD on 2 Oct

Infosys

Infosys is among the key stocks to watch today after it extended its strategic partnership with Netherlands-based ABN AMRO to accelerate the bank's AI-driven transformation. The deal covers application development, testing and support services. Infosys share price fell 2.1% to Rs 994.10 on Wednesday, one of the weakest large caps, amid continued pressure on IT stocks.

HDFC Bank

HDFC Bank is also among the stocks to watch today. Its shares slipped 1.94% to Rs 708.70 on Wednesday, with renewed focus on several ongoing securities class action lawsuits against the bank weighing on sentiment. The stock remains well below its 52-week high of Rs 1,020.50, hit in October 2025. Investors will watch for its quarterly business update and its Q2 FY27 results, scheduled for 17 October 2026.

IRFC

Among PSU stocks to watch today, Indian Railway Finance Corporation (IRFC) said it has received a GST show-cause notice of Rs 397 crore from the Bihar tax authorities. A show-cause notice asks the company to explain why a demand should not be raised, so it is not a final tax liability. The company's response and any provisioning will be key.

Muthoot Finance

Muthoot Finance is one of the stocks to watch today as gold prices have weakened, falling to a seven-week low earlier this week as the dollar and bond yields climbed. Gold prices affect loan-to-value ratios and loan growth for gold financiers. In the June 2026 quarter, Muthoot Finance reported a net profit of about Rs 2,799 crore, up about 39% year on year.

Jio Financial Services

Jio Financial Services is on the list of stocks to watch today. The company and Allianz Europe B.V. each invested Rs 320.05 crore in their 50:50 joint venture, Jio Allianz General Insurance, by subscribing to 32,00,50,000 shares each through a rights issue at par. The money will fund the joint venture's operations. Technical analysts have flagged that the stock is in a downtrend after breaking key support, with the Rs 200 to Rs 205 zone seen as critical.

Acme Solar Holdings

Acme Solar Holdings rounds out the key stocks to watch today. Through its subsidiary ACME Greentech Seventh, it commissioned Phase-III of its battery energy storage system project at its Bikaner, Rajasthan site on 30 September, adding 53.63 MW/214.52 MWh. The project has a total planned capacity of 300 MW/1,200 MWh, and commercial operation for this phase is set for 2 October 2026. HSBC has a Buy rating on the stock with a target of Rs 450.

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Other Shares in Focus Today

• Moneyview and A-One Steels India: Both list on the NSE and BSE today after their IPOs were subscribed about 98 times and 11.6 times.
• NSE: Received SEBI's no-objection certificate to introduce futures contracts on a corporate bond index.
• Tech Mahindra: Board meets on 15 October to consider Q2 results, an interim dividend and a bonus issue.
• YES Bank: Received an order determining a Rs 363 crore tax refund for AY 2017-18 and Rs 258 crore from a trust in its security receipts portfolio.
• NCC: Won two orders worth Rs 500.22 crore in September across buildings and transportation.
• Interarch Building Solutions: Won an Rs 89 crore order for a pre-engineered steel structure for a data centre.
• Highway Infrastructure: Signed an Rs 220.66 crore toll operations contract with UPEIDA.
• Blue Dart Express: Will raise prices by 9% to 12% from 1 January 2027.
• Aurobindo Pharma: Subsidiary Acrotech Biopharma launched ADQUEY ointment for atopic dermatitis in the US.
• Apollo Tyres: Allotted NCDs worth Rs 500 crore through private placement.
• Bata India: Appointed Sanjay Rao as MD and CEO.

Corporate Actions Today

Indraprastha Gas, R Systems International, Goenka Business & Finance and Sainik Finance & Industries trade ex-dividend today. KM Sugar Mills trades ex-spin-off, Maestros Electronics & Telecommunications Systems trades ex-bonus and Natco Pharma trades ex-rights. Auto companies will also report September sales numbers today.

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How to Use the Stocks to Watch Today List

A stock appearing in the news does not automatically mean it will rise or fall. Investors should check whether a trigger, such as an order win, notice or partnership, is material relative to the company's size, and how the broader market is moving. With markets closed on Friday for Gandhi Jayanti, today is the last trading session of the week.

Bottom Line

The stocks to watch today include Infosys, HDFC Bank, IRFC, Muthoot Finance, Jio Financial and Acme Solar, along with the Moneyview and A-One Steels listings and a long list of order wins and corporate actions. With a weak market start expected, stock-specific news could drive sharp moves. Consult a SEBI-registered advisor before trading on news.

Frequently Asked Questions on Stocks to Watch Today

Which are the top stocks to watch today, 1 October 2026?

Ans. Infosys, HDFC Bank, IRFC, Muthoot Finance, Jio Financial Services and Acme Solar are among the key stocks to watch today, along with Moneyview and A-One Steels, which list on the exchanges, and NCC, Tech Mahindra, YES Bank and Blue Dart.

Why is Infosys in focus today?

Ans. Infosys has extended its strategic partnership with Dutch lender ABN AMRO to support the bank's AI-driven transformation, including application development, testing and support services. The stock fell 2.1% on Wednesday to Rs 994.10.

Why is IRFC in focus today?

Ans. IRFC disclosed that it has received a GST show-cause notice of Rs 397 crore from the Bihar tax authorities.

What is the Jio Financial Services update?

Ans. Jio Financial Services and Allianz Europe B.V. each invested Rs 320.05 crore in their 50:50 joint venture, Jio Allianz General Insurance, through a rights issue.

What is the Acme Solar update?

Ans. Acme Solar Holdings commissioned Phase-III of its battery energy storage project in Bikaner, Rajasthan, adding 53.63 MW/214.52 MWh, with commercial operation set for 2 October 2026.

Why is HDFC Bank in focus?

Ans. HDFC Bank fell 1.94% to Rs 708.70 on Wednesday amid renewed focus on securities class action lawsuits against the bank. Its Q2 FY27 results are due on 17 October 2026.

Which stocks trade ex-dividend today?

Ans. Indraprastha Gas, R Systems International, Goenka Business & Finance and Sainik Finance & Industries trade ex-dividend today, while Natco Pharma trades ex-rights.