Stocks to Watch on February 17: JSW Infra, Cochin Shipyard, Lupin and more

By Admin

17 Feb, 2026

As markets gear up for Tuesday’s trading session, several companies have announced significant developments that could influence investor sentiment. From major defence contracts and infrastructure wins to pharmaceutical licensing agreements and EV expansion plans, here are the key stocks to watch on February 17.

Cochin Shipyard – ₹5,000 Crore Navy Vessel Boost

Cochin Shipyard Limited  has emerged as the lowest bidder (L1) for a prestigious ₹5,000 crore contract from India’s Ministry of Defence. The tender involves the construction of five Next Generation Survey Vessels (NGSVs) for the Indian Navy.

The estimated order value stands at approximately ₹5,000 crore, marking a significant milestone for the shipbuilding and maintenance company. If finalized, this order will strengthen its defence portfolio and reinforce its position as a key contributor to India’s maritime capabilities.

JSW Infrastructure – Fundraising on the Cards

JSW Ifrastructure has informed stock exchanges about an upcoming Board of Directors meeting scheduled for Friday, February 20, 2026.

The primary agenda is to consider proposals for raising funds through the issuance of equity shares. As per its regulatory filing dated February 16, the company is evaluating multiple capital-raising options. This move could support its expansion strategy and strengthen its financial structure.

Lupin – Expands CNS Portfolio in Canada

Lupin  has signed a licence and supply agreement with Spektus Pharma to commercialise the novel antidepressant DeslaFlex in Canada.

DeslaFlex is developed using Spektus’ proprietary Flexitab oral drug-delivery platform. This collaboration aims to strengthen Lupin’s central nervous system (CNS) portfolio and provide innovative treatment options for major depressive disorder, enhancing its international footprint.

Highway Infrastructure – ₹154.6 Crore NHAI Contract

Highway Infrastructure Limited received a Letter of Acceptance (LOA) from the National Highways Authority of India (NHAI) for operations at the Moti Naroli Fee Plaza in Gujarat.

The LOA, valued at ₹154.6 crore, involves engagement of the user fee agency at Moti Naroli, Ena, and Gandevi fee plazas along the eight-lane Vadodara–Mumbai Expressway. The project covers multiple sections of this key expressway corridor and strengthens the company’s presence in highway operations.

Embassy Developments – MahaRERA Nod for Alibaug Project

has secured approval from the Maharashtra Real Estate Regulatory Authority (MahaRERA) for Phase I of Embassy Serenity in Alibaug.

This marks the company’s entry into the lifestyle and second-home segment within the Mumbai Metropolitan Region (MMR). Located in Thal Village, Alibaug   often referred to as the “Hamptons of Mumbai”   the resort-style project benefits from improved road and ferry connectivity, targeting premium homebuyers seeking exclusivity and greenery.

Delhivery – 150 EVs for Last-Mile Delivery

Delhivery announced plans to deploy 150 electric vehicles in partnership with electric mobility startup RIDEV.

The rollout will take place over the next three months across Northeast India, Bengaluru, and Hyderabad. The companies will use an “EV-as-a-Service” leasing model to reduce upfront costs and facilitate a smoother transition for delivery partners. This move aligns with Delhivery’s sustainability goals and fleet electrification strategy.

Texmaco Rail – ₹219.18 Crore Signalling Contract

Texmaco Rail & Engineering Limited secured a ₹219.18 crore contract from Mumbai Railway Vikas Corporation Ltd (MRVC).

The contract covers the design, supply, installation, testing, and commissioning of signalling equipment for a proposed suburban railway line under the Mumbai Urban Transport Project (MUTP-IIIA). The scope includes comprehensive execution of signalling systems and associated infrastructure for the new corridor.

Market Outlook

With defence, infrastructure, logistics, pharma, and real estate companies making strategic announcements, traders and investors may witness stock-specific action in Tuesday’s session.

Major order wins, fundraising proposals, regulatory approvals, and international partnerships could influence price movements, making these stocks worth tracking closely on February 17.