Stocks in Focus Today: Protean eGov, Sona BLW, M&M, Paytm, and More (August 26, 2025)
Indian equities are likely to start Tuesday’s session on a cautious note, with weak global cues and geopolitical concerns weighing on investor sentiment. However, several stock-specific developments and technical setups are expected to drive action in today’s trade.
Protean eGov Wins UIDAI Contract
Protean eGov Technologies has secured a significant six-year contract from the Unique Identification Authority of India (UIDAI) to operate Aadhaar Seva Kendras across the country. The deal is expected to boost the company’s revenue visibility and could keep the stock in the limelight.
Sona BLW Strengthens EV Play
Sona BLW Precision Forgings announced that it has received fresh product certifications under the government’s Production-Linked Incentive (PLI) scheme for its electric vehicle traction motors. Analysts believe this will enhance its positioning in the fast-growing EV market, supporting long-term growth prospects.
Sai Life Sciences Block Deal on Radar
Private equity firm TPG Asia is preparing to exit its 14.72% stake in Sai Life Sciences through a block deal. The transaction is likely to trigger short-term volatility in the stock, even as long-term fundamentals remain unchanged.
Analyst and Technical Picks
Brokerages continue to remain bullish on Mahindra & Mahindra (M&M), citing strong demand for both SUVs and tractors, along with a robust pipeline of new launches. Technical analysts also highlight Kirloskar Brothers, which rallied 4% in the previous session and is seen heading towards ₹2,250 in the near term. Meanwhile, Astec has shown a favorable chart setup, with buy calls initiated at ₹868 and targets near ₹900.
New-Age Stocks in Focus
Digital and innovation-led counters such as Paytm, Nazara Technologies, and Protean eGov are expected to remain active amid sectoral news flow and heightened investor interest in new-age businesses.
Market Snapshot
On Monday, the Nifty 50 closed at 24,967.75 and the Sensex at 81,635.91, both posting modest gains. However, Asian equities and global futures trended lower in early trade, pressured by tariff concerns and export restrictions, which may dampen domestic market sentiment today.
Dividend Watch
August 26 is also the record date for dividend eligibility in select companies, including Procter & Gamble Hygiene. This is expected to draw attention to these dividend-yielding counters during the session.
Key Stocks to Watch
| Stock | Reason in News | Market View |
|---|---|---|
| Protean eGov | Won major UIDAI Aadhaar contract | Positive sentiment |
| Sona BLW | EV motor certifications under PLI | Long-term positive |
| Mahindra & Mahindra | Strong growth in SUVs & tractors | Bullish, buy suggested |
| Kirloskar Brothers | Technical breakout, +4% in last session | Buy on dips, tgt ₹2,250 |
| Sai Life Sciences | TPG stake sale through block deal | Volatile in near term |
| Paytm, Nazara Tech | Sector-driven activity | High trading interest |
| Astec | Technical buy setup | Target ₹900 |
Outlook
While weak global trends may keep the overall market subdued, stock-specific stories — such as Protean eGov’s contract win, Sona BLW’s EV push, and M&M’s steady growth outlook — are likely to provide opportunities for traders and investors in today’s session.
