Top stocks in focus today: IRB Infra, Titan, Lodha, Senco Gold

Indian stock markets ended the last session with small losses. The Sensex fell by 376 points, or 0.44%, closing at 85,063. The Nifty dropped by 71 points, or 0.27%, closing at 26,178. Investors booked profits after strong gains in previous days. Global cues were mixed because of rising geopolitical tensions and concerns over tariffs, making the market cautious.

Markets are expected to open on a flat note on January 7, 2026. The Nifty futures opened at 26,211, slightly down from the previous close. Foreign Institutional Investors (FIIs) sold stocks worth Rs 108 crore, while Domestic Institutional Investors (DIIs) bought shares worth Rs 1,749 crore. This shows that domestic investors are still confident, even as foreign investors are cautious.

The market is likely to stay range-bound today. This means stocks may not move much and may trade within a narrow range. Some specific stocks are expected to be in focus because of recent news and company performance.

Stocks in focus today

IRB Infrastructure
Shares of IRB Infrastructure are likely to attract attention today. The company has won a toll-operate-transfer (TOT) project from the National Highways Authority of India (NHAI) in Odisha. The upfront payment for this project is Rs 3,087 crore. This project is part of NHAI’s earlier plan to monetise its highway assets. The deal also marks IRB Infrastructure’s entry into Odisha. Investors may see this as a positive step for the company, potentially improving its revenue in the future.

Titan
Titan, the jewellery and watch maker, is another stock in focus. The company reported a 40% annual growth in standalone revenue in the December quarter of 2026. This growth was helped by higher gold prices, which boosted sales of gold jewellery. Titan’s strong performance has made investors optimistic about the stock, as the company continues to expand and maintain good sales in both jewellery and watches.

Lodha Developers
Real estate company Lodha Developers also drew attention. It reported a 25% increase in sales bookings for the December quarter, reaching Rs 5,620 crore. This growth came from higher demand for its housing properties. Last year, the company had recorded Rs 4,510 crore in sales bookings for the same period. Investors may see this as a positive sign of recovery in the real estate market, which can increase confidence in the stock.

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Godrej Consumer
FMCG company Godrej Consumer Products delivered a strong performance in the third quarter of 2026. The company is optimistic about a gradual improvement in consumption over the coming months. Falling inflation and lower GST rates have improved affordability for consumers, which could lead to better sales for the company. Investors may watch this stock closely as the FMCG sector tends to grow steadily in such conditions.

Senco Gold
Senco Gold, a jewellery firm, showed strong growth in the last quarter. The company achieved 51% year-on-year growth in Q3. Earlier, it had reported 6.5% growth in Q2 and 28% growth in Q1. In total, Senco Gold achieved 31% growth in the first nine months of the financial year. Strong demand for gold jewellery is helping the company perform well, and this growth is attracting investor interest.

What investors should know

Investors should keep in mind that markets are influenced by both domestic and global factors. Rising geopolitical tensions and tariff issues may create uncertainty. However, strong corporate earnings and positive news from specific companies provide opportunities. Stocks like IRB Infrastructure, Titan, Lodha Developers, Godrej Consumer, and Senco Gold are expected to see more activity because of recent developments.

It is also important to note that domestic investors continue to show confidence in Indian markets, as seen from their continued buying despite cautious foreign participation. Keeping an eye on company-specific updates, government policies, and global events can help investors make informed decisions.

In summary, the Indian stock market is expected to remain cautious and range-bound on January 7, 2026. Certain companies, due to new projects, strong earnings, or growth in sales, are likely to be in focus. Investors may watch these stocks for potential opportunities while considering the broader market and economic conditions.