Stocks to Watch Today, Tuesday, August 25, 2026: Piramal Finance, Coal India, Afcons Infrastructure, Lenskart Solutions and Aegis Logistics

Mumbai, Aug 25: Five stocks are in focus on Tuesday, from Piramal Finance’s Rs 2,100 crore QIP launch to Coal India’s new Singapore arm for critical minerals, an arbitral award in Afcons Infrastructure’s favour, a large SoftBank block deal in Lenskart Solutions and a related-party asset transfer at Aegis Logistics. Here’s what’s driving each stock and what to track through the day. 

Piramal Finance (PIRAMALFIN): Launches Rs 2,100 crore QIP at Rs 2,102.65 floor price 

Piramal Finance launched its Qualified Institutions Placement on August 24, with a floor price of Rs 2,102.65 per share. The QIP is expected to be worth around Rs 2,100 crore, according to CNBC-TV18, citing sources. The fundraise comes days after the NBFC’s board separately approved a Rs 1,750.03 crore preferential warrant issue to promoter group entity Nithyam Realty, pointing to a broader capital-raising push at the lender, whose assets under management crossed Rs 1 lakh crore in FY26. Piramal Finance reported a 66 per cent year-on-year jump in consolidated net profit to Rs 459 crore for the June quarter. 

Coal India (COALINDIA): Sets up Singapore arm to chase critical mineral assets 

Coal India has incorporated CIL Global Pte Ltd, a wholly owned subsidiary in Singapore, to explore and develop overseas opportunities in critical mineral asset acquisitions, manage overseas investments efficiently and provide structural flexibility for future deals. The company has subscribed to 5 lakh shares at SGD 1 apiece, giving it full ownership of the new entity. The Singapore unit is expected to serve as a platform for collaborations, particularly with Australian mining operators, across critical minerals, rare earths, copper and coking coal, as Coal India pushes to diversify beyond its core thermal coal business. 

Afcons Infrastructure (AFCONS): Wins Rs 335.50 crore arbitral award against UPEIDA 

Afcons Infrastructure has received an arbitral award of Rs 335.50 crore in its favour in arbitration proceedings against the Uttar Pradesh Expressways Industrial Development Authority. The award adds to the company’s order-book-linked cash flows, with such arbitration wins typically arising from delayed payments, cost escalations or contractual disputes on large infrastructure projects executed for state authorities. 

Lenskart Solutions (LENSKART): SoftBank affiliate sells 2.58% stake for Rs 2,887.87 crore 

SVF II Lightbulb (Cayman), an affiliate of SoftBank Group, sold 4.5 crore equity shares, or 2.58 per cent of Lenskart‘s paid-up equity, for Rs 2,887.87 crore at a price of Rs 641.75 per share. The block was picked up by 25 investors, including Societe Generale ODI, Goldman Sachs, Motilal Oswal Mutual Fund, Vanguard Group, Morgan Stanley, Integrated Core Strategies (Asia), Sundaram Mutual Fund, SBI Mutual Fund, Wasatch Advisors, the Commonwealth of Pennsylvania Public School Employees Retirement System, Kuwait Investment Authority, Nippon India, HDFC Mutual Fund, HSBC Mutual Fund and ICICI Prudential AMC. The broad-based buyer list, spanning global sovereign, pension and mutual fund investors, points to continued institutional appetite for the eyewear retailer even as an early backer trims its holding. 

Aegis Logistics (AEGISLOG): Executes Rs 525 crore ammonia terminal transfer to subsidiary 

Aegis Logistics has executed a Business Transfer Agreement worth Rs 525 crore with its step-down subsidiary, Aegis Terminal (Pipavav), to transfer a specialised ammonia storage terminal with a static capacity of 36,000 MT at Pipavav Port. The transfer will be carried out through a slump sale on a going-concern basis, a structure typically used to move an entire business undertaking, along with its assets and liabilities, to a group entity in one transaction. 

Broader Read 

Taken together, Tuesday’s stock-specific triggers span a wide cross-section of themes investors are tracking this earnings season, capital raising activity in financials, India Inc’s push into critical minerals and overseas diversification, arbitration-driven cash flow events in infrastructure, large block deals testing institutional appetite for recently listed consumer names, and intra-group asset restructuring in logistics and energy. None of these developments are linked to the broader market narrative around US sanctions on Iran or crude oil prices, giving investors company-specific catalysts to weigh alongside the macro overhang as Tuesday’s session gets under way. 

Source

• Company filings
• BSE
• NSE
• CNBC-TV18
• Business media reports