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stocks to watch today 4 march 2026
highlights
- The impact of sharp fluctuations in the commodity market is clearly visible on the Indian stock market as well.
- Due to increasing interest in defense sector, movement may be seen in many selected stocks in the market on March 4.
- Let us know which 13 shares and sectors investors can keep a special eye on.
Stocks to Watch Today: The effect of increasing geopolitical tension in the Middle East and sharp fluctuations in the commodity market is clearly visible on the Indian stock market. Due to the price of crude oil reaching above $80 per barrel, rise in natural gas and increasing interest in the defense sector, there may be movement in some selected stocks in the market on March 4. Let us know which 13 shares and sectors investors can keep a special eye on.
Brent crude has reached above $80 per barrel, which is generally considered good news for oil extracting companies. ONGC and Oil India can benefit from this because their earnings increase by selling oil at higher prices. At the same time, refining and marketing companies like HPCL, BPCL and IOC may come under pressure, because they have to buy expensive crude oil. Costs for paint and tire companies may also increase.
Middle East related stocks
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The impact of the ongoing tension in the Middle East has been visible on the Indian companies operating there. Shares like Larsen & Toubro, Kalyan Jewelers and KEC International witnessed decline. If the situation in the region worsens, the ups and downs in these companies may continue further.
There has been a sharp rise in the prices of natural gas in Europe because of the news of the closure of a major LNG supplier in Qatar. Due to this, there may be movement in the shares of companies related to gas distribution and LNG business.
The Israel-Iran conflict has affected the travel and tourism sector. There was a sharp fall in the shares of airline company IndiGo, while luggage manufacturer Safari Industries also remained under pressure. If tensions continue, the travel and hotel industry may continue to be negatively impacted.
Amidst the increasing tension in the Middle East, investor interest in defense sector companies has increased. Buying was seen in stocks like Paras Defence, Bharat Electronics and ideaForge. If global tensions increase, the defense sector may remain bullish.
Tata Motors CV and M&M
Following reports of Indonesia stopping commercial vehicle export orders, Tata Motors clarified that existing orders will not be affected. Mahindra & Mahindra said that they have received the advance payment and there is no official information on stopping the order.
Adani Ports reported that its total cargo handling recorded an annual increase of 16% in February. Container and dry cargo witnessed good growth, keeping the company’s overall performance strong.
Pharma company Cipla has signed an agreement with Kemwell Biopharma to form a joint venture in the ratio of 60:40. This new company will develop and manufacture biologic medicines in India, which can strengthen the company’s business in the future.
Natco Pharma has launched Pomalidomide capsules in the US, which are used in the treatment of multiple myeloma. Large sales of this drug in the American market can prove positive for the company.
The Income Tax Department’s investigation into Greenply Industries ended on March 2. The company said it cooperated fully during the investigation.
Anuj Kumar, co-founder of tech company Affle 3I, will resign from his post with effect from April 16, 2026. However, he will remain associated with the company as a major shareholder.
According to the report of Info Edge, improvement in recruitment has been seen in IT and AI related sectors. Demand for jobs in IT, Insurance and BPO/ITES sectors has increased, which is a positive sign for the job market.
HDB Financial Services Chief Business Officer Karthik Srinivasan will resign from his post with effect from March 31, 2026. Due to this, changes may be seen in the management structure of the company.
Disclaimer: This article is for informational purposes only and should not be construed as investment advice in any way. ET NOW Swadesh recommends its readers and viewers to consult their financial advisors before taking any money-related decisions.
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