ZFCVINDIA

Auto ancillaries, construction, and refinery stocks lead the charge in today’s session

 

The Indian stock market delivered another strong session, marked by a notable performance in mid-cap and sector-specific counters. A positive shift in global sentiment, ongoing institutional support, and stable macroeconomic signals fueled buying activity across multiple sectors. Several stocks posted robust gains, led by auto ancillaries, construction, refineries, and infrastructure segments.

This report highlights the top-performing stocks of the session, explores their respective sectors, and assesses the factors driving their momentum.

 

Top Performing Stocks of the Day

 

A closer look at some of the standout gainers from today’s trading session:

 

ZFCVINDIA (ZF Commercial Vehicle Control Systems India Ltd)

 

Sector: Auto Ancillaries – Others

Last Traded Price: ₹12,713.00

Change: ₹715.80

% Gain: 5.97%

ZFCVINDIA led the market today, gaining nearly 6%. The stock rallied on renewed investor confidence in the commercial vehicle space. Strong quarterly earnings, a healthy order book, and the increasing adoption of electronic vehicle safety systems have made the stock a top pick in the auto ancillaries segment. Positive outlook in India’s commercial vehicle manufacturing and export sectors also supported the uptrend.

 

NCC Ltd (Nagarjuna Construction Company)

 

Sector: Construction & Contracting – Civil

Last Traded Price: ₹216.03

Change: ₹11.30

% Gain: 5.52%

NCC saw a sharp gain of over 5.5% as investors responded to reports of new infrastructure contracts and execution pipeline visibility. Increased capital expenditure by central and state governments in roads, bridges, and smart cities has triggered buying interest in civil engineering and construction stocks. Additionally, declining input costs and improving operating margins contributed to the upward price movement.

 

Chennai Petroleum Corporation Ltd (CPCL)

 

Sector: Refineries

Last Traded Price: ₹647.40

Change: ₹33.15

% Gain: 5.40%

Chennai Petro jumped over 5% on strong volume as oil marketing and refining stocks saw renewed interest. Improving gross refining margins (GRMs), stable international crude prices, and growing domestic fuel demand supported the move. Refinery capacity utilization remained high during the last quarter, and investor sentiment around downstream oil companies remained strong.

 

HEG Ltd

 

Sector: Electrodes & Graphite

Last Traded Price: ₹503.90

Change: ₹20.90

% Gain: 4.33%

HEG advanced by more than 4% after seeing steady buying during the session. The graphite electrode manufacturer gained on expectations of rising demand in the steel and metallurgical sectors, both domestic and global. The rebound in steel production and a gradual recovery in export orders have brought attention back to specialty industrial materials producers.

 

Siemens India

 

Sector: Infrastructure – General

Last Traded Price: ₹5,306.85

Change: ₹187.75

% Gain: 3.67%

Siemens posted a gain of over 3.5%, continuing its recent rally on strong infrastructure order inflows. The company’s diversified project base across industrial automation, mobility solutions, energy management, and electrification has created long-term visibility for earnings growth. Positive commentary from analysts on its digital grid and smart infrastructure solutions also contributed to the bullish sentiment.

 

Amara Raja Energy & Mobility Ltd

 

Sector: Auto Ancillaries

Last Traded Price: ₹1,092.70

Change: ₹37.30

% Gain: 3.53%

Amara Raja Energy attracted investor interest with a gain of 3.5%, reflecting confidence in its battery and energy storage business. The growing shift toward EVs, energy efficiency, and lithium-ion battery adoption has turned the spotlight on storage solution providers. The company’s investment in advanced chemistry cells and expansion plans have further strengthened its position in the renewable energy space.

 

Latent View Analytics Ltd

 

Sector: IT Services & Consulting

Last Traded Price: ₹372.00

Change: ₹11.70

% Gain: 3.25%

Latent View rose over 3% after strong buying in IT midcaps. As a data analytics and digital transformation player, the firm has benefited from global demand for AI, big data, and consulting services. The company’s robust deal pipeline and scalable delivery model continue to attract institutional interest.

 

Sectoral Overview and Market Breadth

 

Several sectors witnessed broad-based participation, with midcap and thematic plays outperforming the benchmarks.

Auto Ancillaries: The sector led gains today, driven by rising demand for electric vehicle components, batteries, and commercial vehicle systems. Stocks like ZFCVINDIA and Amara Raja reflected optimism around automotive production growth and electrification.

Infrastructure & Construction: Companies involved in civil contracting, electricals, and transport infrastructure saw strong buying as policy momentum in public infrastructure spending remains intact. NCC and Siemens were among the top performers in this space.

Refineries & Energy: With oil prices stabilizing and fuel demand improving, refineries gained traction. Chennai Petro’s performance indicated a renewed investor focus on traditional energy businesses.

IT & Digital Services: The IT midcap pack remained active, with niche players in analytics and consulting outperforming the broader index. Latent View was a notable gainer, reflecting confidence in digital transformation trends across global enterprises.

 

Investor Sentiment and Institutional Activity

 

Market sentiment stayed optimistic amid supportive global cues and improved risk appetite. Positive triggers from Wall Street, upbeat macro data, and institutional buying created a favorable environment for domestic equities.

Institutional flows remained positive, with foreign institutional investors (FIIs) maintaining net buying positions in recent sessions. Easing inflation expectations, stable interest rates, and improving earnings forecasts have collectively contributed to the positive sentiment.

 

Technical Indicators and Support Levels

 

Nifty and Sensex traded near record highs, showing strength in overall market structure.

Midcaps and small caps outperformed large caps, highlighting a strong risk-on environment.

Technical charts suggested bullish momentum for most of the top gainers, with key support levels holding firm during intraday corrections.

 

Outlook for the Week

 

The focus remains on sector rotation, earnings expectations, and global market cues. Upcoming U.S. economic data, oil price movements, and domestic economic reports will likely influence short-term trends. Stocks with strong fundamentals, positive guidance, and growth visibility continue to attract investor attention.

With broader market participation and select midcaps breaking out of consolidation, sentiment is expected to remain positive in the near term. However, profit booking at higher levels cannot be ruled out, especially in overbought counters.