Stocks to Watch Today, Thursday, October 1, 2026: NCC, Aurobindo Pharma, Jio Financial Services, ideaForge Technology, Infosys

Mumbai, Oct 1: Here are five stocks in focus on Thursday, from orders worth ₹500.22 crore for NCC to a US dermatology launch for Aurobindo Pharma to a ₹320.05 crore joint venture infusion by Jio Financial Services to a ₹23.62 crore UAV order for ideaForge Technology to an extended ABN AMRO partnership for Infosys. Here’s what to track through the session

NCC (NCC) 

NCC has secured two additional orders worth ₹500.22 crore, excluding GST, during September 2026, of which ₹224.74 crore pertains to the Buildings Division and ₹275.48 crore to the Transportation Division. The company said the orders were received in the normal course of business and do not involve any related-party transactions. NCC, one of India’s largest infrastructure and construction companies, is engaged in building industrial and commercial projects, roads, bridges, water supply and irrigation works, power transmission lines and mining, among other segments. The fresh wins add to a consolidated order book that stood at over ₹81,000 crore as of June 2026, with the Buildings and Transportation divisions together accounting for nearly half of the total pipeline. 

Aurobindo Pharma (AUROPHARMA) 

Aurobindo Pharma‘s step-down subsidiary, Acrotech Biopharma Inc, has announced the US launch of ADQUEY (difamilast 1%) ointment, a non-steroidal topical treatment for mild-to-moderate atopic dermatitis in adults and pediatric patients aged two years and older. The launch marks Acrotech’s entry into the US dermatology market, months after the drug received US FDA approval in February 2026. Difamilast, a phosphodiesterase-4 inhibitor, was originally discovered by Otsuka Pharmaceutical and licensed to Acrotech for commercialisation in the US, where it is already approved in Japan under the brand name Moizerto. The approval was supported by pivotal Phase 3 trials that showed a significantly higher proportion of patients achieving treatment success versus a placebo vehicle. Acrotech, a step-down subsidiary of Aurobindo Pharma, focuses on commercialising proprietary medicines for the US dermatology and oncology markets. 

Jio Financial Services (JIOFIN) 

Jio Financial Services and Allianz Europe B.V. have each subscribed to and been allotted 32 crore equity shares of ₹10 each in Jio Allianz General Insurance, their 50:50 joint venture, for cash at par through a rights issue aggregating to ₹320.05 crore.. The joint venture will use the funds to finance its business operations, taking Jio Financial’s aggregate investment in the venture to ₹375 crore to date. Jio Financial had earlier infused a smaller amount at the venture’s incorporation, before scaling up as the general insurance business awaits final regulatory approvals. The company, demerged from Reliance Industries in 2023, has been expanding aggressively into insurance and lending through units such as Jio Credit, Jio Insurance Broking and Jio Payments Bank, alongside its asset management joint venture with BlackRock. 

ideaForge Technology (IDEAFORGE) 

ideaForge Technology has secured multiple orders worth ₹23.62 crore from domestic civil customers for the supply of UAVs, accessories and training. The company, India’s largest unmanned aircraft systems maker, has been diversifying its order book beyond defence in recent quarters even as government procurement remains its mainstay. ideaForge entered FY27 with an order book of more than ₹300 crore, after closing FY26 with its highest-ever annual order inflow of around ₹530 crore, split between defence and civil customers. Shares of the company, listed on the NSE and BSE, have been volatile through the year as it swung back to profitability in a recent quarter on stronger execution. The fresh civil orders add to that pipeline as the company expands its presence in mapping, surveillance and enterprise drone applications. 

Infosys (INFY) 

Infosys has extended its strategic partnership with ABN AMRO to accelerate the Dutch bank’s AI-driven transformation, including application development, testing and support services. The two companies have worked together for more than a decade, with Infosys earlier helping ABN AMRO consolidate its IT landscape and migrate to a single public cloud platform as part of its digital transformation journey. Infosys has also recently completed the go-live of the nCino platform for ABN AMRO, consolidating the bank’s loan origination and collateral management systems onto a single unified platform. The extended engagement will see Infosys deploy AI-led tools to modernise operations and strengthen service delivery for the bank’s retail and commercial banking businesses. 

Source

•  Company exchange filings
• Business Standard
• Moneycontrol
• CNBC-TV18