Stocks to Watch Today 25 May 2026: Ankit Jaiswal of Univest Picks Sheela Foam, Max Financial, Poly Medicure, Meesho, Honasa Consumer and Swiggy

Stocks to watch today 25 May 2026: Poly Medicure board meets TODAY for Q4 results. Sheela Foam Rs 638, Max Financial Rs 1,685, Meesho Rs 199, Honasa Rs 384 and Swiggy Rs 249. GIFT Nifty 23,905.

The stocks to watch today on 25 May 2026 are selected by Ankit Jaiswal, Senior Research Analyst at Univest. GIFT Nifty is at 23,905, 186 points above the Nifty previous close of 23,719, signalling a strong gap-up open. The standout event today is Poly Medicure’s board meeting for Q4 FY26 results, combined with investor meetings with Aberdeen, Trust AMC, Wellington and Wasatch running from 26 to 29 May. Today’s six picks span home comfort manufacturing, life insurance, medical devices, e-commerce, digital beauty care and food delivery.

Market Context for Stocks to Watch Today

• Nifty Previous Close: 23,719
• GIFT Nifty (25 May): 23,905 (+186 points, +0.78%), strong gap-up signal for today’s session
• Key event TODAY: Poly Medicure board meeting for Q4 FY26 results, highest-priority catalyst among all stocks to watch today
• Also today: NFP Sampoorna Foods lists on NSE SME. Central Bank of India OFS retail window open today.

Stocks to Watch Today: All 6 Picks for 25 May 2026

1. Poly Medicure (NSE: POLYMED) — Board Meeting TODAY for Q4 FY26 Results, Top Stock to Watch Today

CMP: Rs 1,600  |  52W High: Rs 2,937.60  |  52W Low: Rs 1,182  |  PE: ~43x  |  Market Cap: ~Rs 16,200 crore  |  50-DMA: Rs 1,381.99  |  200-DMA: Rs 1,739.27

Poly Medicure is the top stock to watch today because its board meets TODAY (25 May 2026) to approve Q4 FY26 audited results. Investor meetings are scheduled immediately after, with Aberdeen Asset Management, Trust AMC, Wellington Management and Wasatch Advisors from 26 to 29 May. This back-to-back combination of results day and institutional investor engagement is the clearest possible signal of management confidence in what Q4 numbers will show.

Poly Medicure manufactures 200-plus SKU medical devices across 12 specialties from 8 global facilities, exporting to 100-plus countries. FY26 trailing revenue grew 23 percent with pre-tax margin of 27 percent. At Rs 1,600, the stock is 45.5 percent below its 52-week high of Rs 2,937.60 but has recovered from the 52-week low of Rs 1,182. QIP proceeds of Rs 985 crore are deployed with Jaipur capex rescheduled to FY27-FY28. A Q4 beat today with strong management commentary could push the stock decisively above Rs 1,739 (200-DMA).

• Entry Zone: Rs 1,575 to Rs 1,610
• Target: Rs 1,750 to Rs 1,850 (1 to 2 months, post Q4 results)
• Stop-Loss: Rs 1,490 weekly close
• Catalyst: Board meeting TODAY for Q4 FY26 results. Investor meetings 26-29 May. Revenue +23% TTM. Pre-tax margin 27%.

2. Sheela Foam (NSE: SFL) — Rs 638, Q4 FY26 PAT Up 313% YoY, Breaking Above 200-DMA

CMP: Rs 638  |  52W High: Rs 769.90  |  52W Low: Rs 456.80  |  PE: ~53x  |  Market Cap: ~Rs 6,975 crore  |  50-DMA: Rs 536.13  |  200-DMA: Rs 616.39

Sheela Foam is the consumer discretionary stock to watch today at Rs 638, now trading above its 200-DMA of Rs 616.39 for the first time in several months. This is a technically significant breakout. The trigger was a Q4 FY26 PAT surge of 313.8 percent year on year with EPS of Rs 8.34, driven by 17.3 percent revenue growth and a 3.4 percent quarter-on-quarter expense reduction. A sustained close above the 200-DMA confirms the medium-term trend reversal.

Sheela Foam’s Sleepwell brand is India’s largest mattress brand by retail market share. The company is a direct beneficiary of India’s real estate upcycle, housing completions hit multi-year highs in FY26. At Rs 638, the stock is 17.1 percent below its 52-week high of Rs 769.90, maintaining meaningful upside. GIFT Nifty’s strong gap-up today adds further momentum to consumer discretionary names.

• Entry Zone: Rs 626 to Rs 642 (200-DMA breakout continuation)
• Target: Rs 695 to Rs 720 (2 to 3 months)
• Stop-Loss: Rs 604 weekly close (below 200-DMA Rs 616)
• Catalyst: 200-DMA breakout at Rs 616. Q4 FY26 PAT +313.8% YoY. Sleepwell brand real estate upcycle tailwind.

3. Max Financial Services (NSE: MFSL) — Rs 1,685, Insurance Holding at 10.9% Below 52-Week High

CMP: Rs 1,685  |  52W High: Rs 1,892.50  |  52W Low: Rs 1,368  |  Market Cap: Rs 57,827 crore approx  |  Note: Standard PE not meaningful for insurance holding

Max Financial Services is the insurance sector stock to watch today. The stock has moved from Rs 1,634 to Rs 1,685, gaining Rs 51, and is now 10.9 percent below its 52-week high of Rs 1,892.50. Max Financial holds approximately 78.7 percent of Max Life Insurance. The standard PE ratio on data platforms is not meaningful here. Max Life Insurance is valued using Price-to-Embedded Value (P/EV), where embedded value represents the present value of Max Life’s in-force policies plus adjusted net worth.

Max Life’s individual rated new business premium has grown above the industry average in FY26. Axis Bank distributes Max Life products under a 25-year exclusive partnership, one of India’s largest private bank distribution networks. GIFT Nifty’s strong gap-up at 23,905 is a positive for financial sector stocks including insurance holdings. The Rs 1,680 to Rs 1,700 zone is the current consolidation base.

• Entry Zone: Rs 1,668 to Rs 1,690
• Target: Rs 1,800 to Rs 1,860 (1 to 2 months)
• Stop-Loss: Rs 1,610 weekly close
• Catalyst: Max Life premium growth above industry. Axis Bank partnership. 10.9% below 52W high. GIFT Nifty strong gap-up.

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4. Meesho (NSE: MEESHO) — Rs 199, Q4 FY26 Loss Narrows 88%, Revenue Up 47%

CMP: Rs 199  |  IPO Price: Rs 111 (Dec 2025)  |  52W High: Rs 254.40  |  52W Low: Rs 125.56  |  Market Cap: ~Rs 91,000 crore  |  PE: Negative (loss-making)

Meesho is the e-commerce stock to watch today at Rs 199, gaining Rs 4 from the previous Rs 195 level. Q4 FY26 metrics: revenue grew 47.14 percent year on year to Rs 3,531.21 crore while pre-tax loss narrowed 88 percent from Rs 1,394.93 crore in Q4 FY25 to Rs 160.08 crore. Net loss was Rs 166.35 crore, the narrowest quarterly loss since Meesho’s December 2025 listing.

India’s largest e-commerce platform by annual transacting users, Meesho serves Tier 2, Tier 3 and Tier 4 India with everyday low prices. Meesho invested Rs 100 crore in Meesho Payments on 8 May 2026 to scale financial services for its seller network. At Rs 199, the stock delivers a 79.3 percent return on IPO price of Rs 111. Strong GIFT Nifty gap-up today supports new-economy names. Next results expected around 6 June 2026.

• Entry Zone: Rs 192 to Rs 201
• Target: Rs 228 to Rs 242 (2 to 3 months)
• Stop-Loss: Rs 178 weekly close
• Catalyst: Q4 FY26 loss narrowed 88%. Revenue +47.14% YoY. Meesho Payments expansion. Path to profitability visible.

5. Honasa Consumer (NSE: HONASA) — Rs 384, Post-Q4 Momentum, CLSA Target Rs 434

CMP: Rs 384  |  52W High: Rs 398 (post-Q4 high)  |  52W Low: Rs 248.40  |  Market Cap: ~Rs 12,320 crore  |  Q4 FY26 PAT: Rs 69.4 crore (+177.6% YoY)

Honasa Consumer is the digital FMCG stock to watch today at Rs 384, reflecting the post-Q4 FY26 rally after results were announced following the 21 May board meeting. Q4 FY26 net profit surged 177.6 percent year on year to Rs 69.4 crore. EBITDA margin improved to 11.8 percent from 5.1 percent in Q4 FY25. Revenue grew 23.1 percent year on year to Rs 657 crore. FY26 full-year revenue was Rs 2,145.68 crore with full-year PAT of Rs 72.69 crore.

CLSA has retained an Outperform rating with target Rs 434, a 13 percent upside from current levels. Jefferies has a Buy with target Rs 565. Mamaearth (the largest brand) delivered teens growth in Q4, while younger brands (The Derma Co, Aqualogica) grew in the mid-twenties. Offline general trade and modern trade continued strong growth. The 30 percent volume growth year on year in Q4 is the key operational signal. GIFT Nifty’s gap-up at 23,905 supports continued momentum in FMCG names.

• Entry Zone: Rs 375 to Rs 388
• Target: Rs 425 to Rs 445 (2 to 3 months, CLSA target Rs 434)
• Stop-Loss: Rs 355 weekly close
• Catalyst: Q4 FY26 PAT +177.6%, volume +30% YoY, EBITDA margin 11.8%. CLSA Rs 434, Jefferies Rs 565.

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6. Swiggy (NSE: SWIGGY) — Rs 249, Near 52-Week Low, Contrarian Quick Commerce Watch

CMP: Rs 249  |  52W High: Rs 474  |  52W Low: Rs 247.30  |  Market Cap: Rs 68,661 crore approx  |  1-Year Return: -20.39%  |  PE: Negative (loss-making)

Swiggy is the contrarian stock to watch today at Rs 249, just Rs 1.70 above its 52-week low of Rs 247.30. The stock has declined 47.5 percent from its 52-week high of Rs 474. At current levels, the market cap of Rs 68,661 crore prices Swiggy as a structurally loss-making business, a view that may not account for Instamart’s operating leverage trajectory.

Swiggy’s Instamart quick commerce platform is guiding 35 to 40 percent order volume growth for FY27. Competitor Zomato (Eternal) also trades near Rs 250, giving Swiggy near-parity pricing despite having a broader product portfolio. The Rs 247.30 level is a strong support, the 52-week low that has held through multiple tests. GIFT Nifty’s positive gap-up today creates a favourable broad market backdrop for a bounce from this support zone. This is a high-risk, contrarian pick, not a high-conviction fundamental buy.

• Entry Zone: Rs 247 to Rs 253 (52W low support zone)
• Target: Rs 290 to Rs 310 (2 to 4 months)
• Stop-Loss: Rs 236 weekly close (below 52W low support)
• Catalyst: Near 52W low asymmetric entry. Instamart 35-40% FY27 order growth. GIFT Nifty gap-up supports bounce.

Risk Factors for Stocks to Watch Today

• Poly Medicure results risk: Board meets today, any miss versus Q3 FY26 or analyst estimates could trigger a sharp sell-off. Apply stop-loss before holding through results.
• Loss-making companies (Meesho, Swiggy): Both remain loss-making. Limit position sizing to 25 to 30 percent of normal allocation. Strict stop-losses are mandatory.
• Sheela Foam 200-DMA breakout risk: A breakout that fails to hold above Rs 616 on a closing basis would signal a false breakout, exit if close falls below Rs 616 on a weekly basis.
• Broad market: GIFT Nifty at 23,905 signals a positive open but weekly Nifty options expiry is on Thursday (28 May), afternoon volatility can reverse morning gains quickly.

Conclusion

The stocks to watch today on 25 May 2026 from Ankit Jaiswal of Univest are: Poly Medicure (Rs 1,600, board meeting TODAY for Q4 results), Sheela Foam (Rs 638, 200-DMA breakout, Q4 PAT +313%), Max Financial Services (Rs 1,685, 10.9% below 52W high), Meesho (Rs 199, Q4 loss -88% YoY), Honasa Consumer (Rs 384, CLSA target Rs 434) and Swiggy (Rs 249, near 52W low, contrarian). GIFT Nifty at 23,905 (+186 points) signals a strong gap-up open. Consult a SEBI-registered advisor before acting on any of these stocks to watch today.

Disclaimer: This article is for informational and educational purposes only. Nothing in this article constitutes investment advice, a recommendation to buy or sell securities, or a solicitation of any offer to buy or sell securities. Univest is a SEBI-registered research analyst (INH000014019). Readers should conduct their own research and consult a SEBI-registered investment advisor before making any investment decisions. Past performance of any stock or sector is not indicative of future results. Investments in equity markets are subject to market risks.

FAQs on Stocks to Watch Today 25 May 2026

Which are the stocks to watch today on 25 May 2026?

Ans. Stocks to watch today on 25 May 2026 per Ankit Jaiswal: Poly Medicure (Rs 1,600, board TODAY for Q4 results), Sheela Foam (Rs 638, 200-DMA breakout), Max Financial Services (Rs 1,685, insurance holding), Meesho (Rs 199, Q4 loss -88% YoY), Honasa Consumer (Rs 384, Q4 PAT +177%) and Swiggy (Rs 249, near 52W low). GIFT Nifty at 23,905 (+186 pts) signals positive open.

Why is Poly Medicure the top stock to watch today?

Ans. Poly Medicure board meets TODAY (25 May 2026) for Q4 FY26 results, followed by investor meetings with Aberdeen, Trust AMC, Wellington and Wasatch on 26-29 May. At Rs 1,600, 45.5% below its 52-week high of Rs 2,937.60, the stock offers a meaningful discount. FY26 trailing revenue grew 23% with 27% pre-tax margin. A Q4 beat could push the stock above the 200-DMA of Rs 1,739.

Why is Sheela Foam a stock to watch today at Rs 638?

Ans. Sheela Foam at Rs 638 is now trading above its 200-DMA of Rs 616.39, a technical breakout. Q4 FY26 PAT grew 313.8% YoY with EPS of Rs 8.34. Sleepwell brand is India’s largest mattress brand, benefiting from the real estate upcycle. The 200-DMA breakout with strong Q4 fundamentals is the combined catalyst for today.

Is Swiggy a good buy at Rs 249?

Ans. Swiggy at Rs 249 is Rs 1.70 above its 52-week low of Rs 247.30 and 47.5% below its Rs 474 high. Instamart is guiding 35-40% order volume growth for FY27. This is a high-risk contrarian pick, not a high-conviction fundamental buy. Apply strict stop-loss at Rs 236. Consult a SEBI-registered advisor before investing.