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Money flow index (MFI) indicates that stocks like Newgen Software, Syngene International, Indian Energy Exchange and Poly Medicure are in the oversold zone.

Bharat Forge rises sharply as it announces plans to divest a 23% stake in step-down subsidiary JS Auto Cast Foundry for Rs 300 crore to Premji Invest’s PI Opportunities Fund. The capital infusion will support capacity expansion in the castings business.

Hyundai Motor India's Q3FY26 net profit grows 6.3% YoY to Rs 1,234.4 crore, owing to lower finance costs and inventory destocking. Revenue jumps 7.8% to Rs 18,217.1 crore, led by improvements in domestic and export sales due to lower GST and strong festive demand. It features in a screener of stocks where mutual funds are increasing their shareholding in the past month.

Steel Authority of India's (SAIL's) Q3FY26 net profit surges 163.6% YoY to Rs 374 crore, driven by lower raw materials and inventory expenses. Revenue jumps 11.4% to Rs 27,545.9 crore, led by strong sales volumes across plants and cost control measures. It appears in a screener of stocks with rising net cash flow and cash from operating activity.

Fitch Ratings says India’s Union Budget 2026–27 is broadly neutral for growth but signals a slower pace of fiscal consolidation. While strong GDP growth is improving several sovereign credit metrics, fiscal challenges persist as the budget gap remains wider than pre-Covid levels. Fitch forecasts FY27 growth at 6.4% and sees continued capex focus supporting near- and medium-term prospects.

Higher capex keeps Budget FY27 growth-neutral despite slower consolidation: Fitch https://t.co/C6euoegDm6

— Financial Express (@FinancialXpress) February 2, 2026

Axis Direct downgrades KPIT Technologies to a 'Hold' call from 'Buy', with a lower target price of Rs 1,130 per share. This indicates a potential upside of 13.3%. The brokerage believes that the company's rising subcontracting cost and cross-currency headwinds will impact operating margins negatively. It expects the firm to deliver a revenue CAGR of 12.7% over FY26-27.

Clean Science & Technology plunges to its 52-week low of Rs 771.9 as its Q3FY26 net profit declines 30.1% YoY to Rs 45.9 crore due to higher inventory and employee benefits expenses. Revenue falls 6.7% to Rs 229.5 crore, amid muted demand, pricing and tariff pressures. It shows up in a screener of stocks where promoters are decreasing their shareholding.

Shipping stocks like Shipping Corp of India, Essar Shipping and Dredging Corp stand to benefit after the Union Budget announces steps to develop a ship-repair ecosystem and support seaplanes. The budget allocates Rs 10,000 crore for container manufacturing and outlines expansion of 20 waterways over five years.

Axis Securities maintains a 'Buy' rating on IDFC First Bank with a higher target price of Rs 110. The brokerage points to a strong Q3 performance, marked by improvements across key operational metrics and a positive medium-term outlook. It says operating leverage is starting to kick in, with cost ratios likely to decline as scale benefits build. NIMs are expected to stabilise at around 5.9% in FY27–28.

#MarketToday | IDFC First Bank: Brokerage maintains 'BUY' post Q3 performance; shares targets for Federal Bank, DCB Bank https://t.co/JVvaiCTycZ

— Business Today (@business_today) February 2, 2026

IT stocks like Tata Consultancy Services, HCL Technologies, and Infosys are in focus after the government raised the safe harbour limit for IT services to Rs 2,000 crore from Rs 300 crore, easing transfer pricing compliance.

Pharmaceutical stocks like Sun Pharmaceutical Industries, Biocon and Cipla are in focus as the government announces a Rs 10,000 crore capex over the next five years to boost the production and research for biologics and biosimilar drugs.

The Union Budget proposes restructuring Power Finance Corp and REC to improve the scale and efficiency of these state-run NBFCs. Power Finance Corp is the promoter of REC with a 52.6% stake. Analysts see the move as a step toward modernising business models and preparing for higher investments in the power sector.

Brokerages remain bullish on structurally strong themes such as defence, infrastructure, data centres, EVs and rare earths, despite a sharp post-Budget market sell-off. Top firms are repositioning portfolios ahead of what Goldman Sachs expects to be a "high-teen full-year returns" period, supported by an underlying earnings recovery. Analysts are working on to identify winners in a fiscal blueprint that prioritises strategic infrastructure over immediate consumption stimulus.

While #Sensex & #Nifty tumbled around 2% each after the #UnionBudget was shorn of high-impact immediate measures, leading brokerages are rushing to position portfolios ahead of what Goldman Sachs projects as "high-teen full-year returns" driven by an underlying earnings recovery.… pic.twitter.com/iEUzBvYxiY

— ETMarkets (@ETMarkets) February 2, 2026

Electronics Manufacturing Services (EMS) stocks like Dixon Technologies and Syrma SGS Technology are rising as the government doubles budget for its electronics component manufacturing scheme (ECMS) to Rs 40,000 crore in FY27.

Anant Raj and E2E Networks rise sharply after the Union Budget proposes a tax holiday until 2047 for foreign companies offering cloud services globally using data centres in India. The proposal requires Indian customers to be served through local reseller entities.

ITC plunges to its 52-week low of Rs 302 as cigarette prices jump by Rs 22-55 per pack of 10 sticks. Distributors have started charging the old stock with the 40% GST despite the manufacturers yet to issue the revised MRP.

Maruti Suzuki India posts its highest-ever monthly sales in January, up 12% YoY, driven by a sharp rise in exports despite sluggish domestic demand. The carmaker sold 2.4 lakh units in total. Domestic sales, including light commercial vehicles, grew just 0.4% to 1,85,943 units, while passenger vehicle sales edged up 0.5% to 174,529 units, signalling muted demand after the initial boost from last September’s GST cut on small cars.

Maruti Suzuki January Sales Rise 12% Despite Stagnant Domestic Demand

Read more: https://t.co/LDZvdUkZj3

— NDTV Profit (@NDTVProfitIndia) February 2, 2026

Bharat Dynamics is falling sharply as its Q3FY26 net profit plunges 50.4% YoY to Rs 72.9 crore due to higher raw materials and employee benefits expenses. Revenue declines 27.6% to Rs 663.8 crore, caused by a high base in Q3FY25 and a reduction in order execution. It shows up in a screener of stocks with increasing costs for long term projects.

Bank of Baroda's net profit rises 4.5% YoY to Rs 5,054.6 crore in Q3FY26. Revenue increases 2.7% YoY to Rs 31,749.5 crore, driven by improvements in the treasury and retail banking segments. The bank's asset quality improves as its gross and net NPAs contract by 39 bps and 2 bps YoY, respectively, during the quarter.

Sun Pharmaceutical Industries' Q3FY26 net profit jumps 16% YoY to Rs 3,368.8 crore, supported by lower inventory expenses, foreign currency gains and a Rs 321.6 crore tax return. Revenue grows 13.8% to Rs 16,099.4 crore, led by improvements in the Indian, emerging markets (EM), and rest of the world (RoW) formulations markets. It appears in a screener of stocks with rising revenue over the past three quarters.

Capital market stocks such as BSE, Groww and Angel One are in focus after Finance Minister Nirmala Sitharaman hikes the Securities Transaction Tax in Budget 2026. STT on futures was raised to 0.05% from 0.02%, and on options to 0.15% from 0.1%. Jefferies expects up to a 5% volume impact and a similar decline in average daily turnover.

#BSE, #Groww, Angel One shares extend losses after #STT hike; Jefferies warns of earnings risk@hormaz_fatakiahttps://t.co/UA0q8wuSA6

— CNBC-TV18 (@CNBCTV18Live) February 2, 2026

Power Grid Corp of India is rising Q3FY26 net profit grows 8.4% YoY to Rs 4,185 crore. Revenue jumps 7.3% to Rs 12,599.1 crore, supported by improvements in the transmission, consultancy and telecom segments. It features in a screener of stocks with dividend yields higher than sector dividend yield.

Mahindra & Mahindra rises as its wholesales increase 24% YoY to 104,309 units in January, driven by strong demand for its SUV lineup. Passenger vehicle sales rise 25%, while exports jumps 5%.

HBL Engineering is rising as it receives an order worth Rs 575 crore from Integral Coach Factory, Chennai, to supply, test, and commission onboard KAVACH equipment.

Bajaj Auto's Q3FY26 net profit misses Forecaster estimates by 1.7% despite jumping 25.2% YoY to Rs 2,749.8 crore due to the impact of new labour codes. Revenue grows 23.1% to Rs 16,640.5 crore, supported by higher exports & EV sales, and lower GST rates. It appears in a screener of stocks with high promoter pledges.

Nifty 50 was trading at 24,806.35 (-19.1, -0.1%), BSE Sensex was trading at 80,555.68 (-167.3, -0.2%), while the broader Nifty 500 was trading at 22,554.45 (-56.9, -0.3%).

Market breadth is overwhelmingly negative. Of the 2,091 stocks traded today, 645 were on the uptrend, and 1,388 went down.

Relative strength index (RSI) indicates that stocks like Syngene International, OneSource Specialty Pharma, and Cohance Lifesciences are in the oversold zone.

Welspun Corp is falling as its Q3FY26 net profit declines 32.9% YoY to Rs 452.6 crore due to new labour codes. Revenue increases 25.4% to Rs 4,532.5 crore, led by higher sales in the steel products segment during the quarter. The company appears in a screener of stocks with improving cash flow from operations over the past two years.

Nestle India rises to its 52-week high of Rs 1,339.6 as its Q3FY26 revenue grows 18.6% YoY to Rs 5,667 crore, driven by improvements in the confectionery products and prepared dishes & cooking aids segments. Net profit jumps 45.1% to Rs 998.4 crore, helped by lower tax expenses and an exceptional items benefit of Rs 157 crore. It features in a screener of stocks with prices above short, medium and long-term moving averages.

Strides Pharma Science is rising sharply as its Q3FY26 net profit surges 129.8% YoY to Rs 202.1 crore, driven by lower raw materials, inventory, and finance costs. Revenue jumps 12.3% to Rs 1,301.5 crore owing to improvements in the regulated and growth markets. It appears in a screener of strong-performing, under-the-radar stocks.

HSBC says the Indian hospitality sector is in a sweet spot, with strong, broad-based and sustainable demand even as room supply lags. The brokerage initiates coverage on Chalet Hotels, ITC Hotels, and Leela Palaces with a 'Buy' rating. It expects EBITDA margins to expand by an average of 140 basis points over the next three years.

#StocksToBuy: These six hotels stocks could fetch up to 45% upside, HSBC says@senmeghnahttps://t.co/drIKbt6tHf

— CNBC-TV18 (@CNBCTV18Live) January 30, 2026

Indegene is rising as its Q3FY26 revenue grows 30.8% YoY to Rs 942.1 crore, driven by higher sales in the enterprise medical solutions and enterprise commercial solutions segments. However, net profit fell 6.2% to Rs 102.9 crore, missing Forecaster estimates by 7.5%. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past month.

Atlanta Electricals secures orders worth Rs 288 crore from Karnataka Power Transmission Corp (KPTCL) and Datta Power Infra (DPIPL). KPTCL awards two orders worth Rs 146 crore to supply 13 transformers, and DPIPL places three orders worth Rs 142 crore for 10 transformers.

South Indian Bank plunges as Managing Director (MD) & Chief Executive Officer (CEO) PR Seshadri announces to step down after his term ends on September 30.

Jefferies maintains a 'Hold' rating on Dixon Technologies with a lower target price of Rs 11,350. The brokerage terms Dixon Tech’s Q3 results an operational miss, citing sharply weaker sales growth while PAT was aided by other income. It says valuations look stretched and flags risks such as the mobile PLI scheme ending in FY27, rising competition, and the likelihood of higher capex in FY26–27.

Dixon Tech Share Price Zooms After Profit Surge In Q3 But Brokerages Are Cautious

Read More: https://t.co/MPWXR568xzpic.twitter.com/0OfbLCIA2n

— NDTV Profit (@NDTVProfitIndia) January 30, 2026

Hindustan Aeronautics signs a Rs 1,800 crore contract with Pawan Hans to supply 10 Dhruv NG helicopters with spares and accessories. The agreement is scheduled for completion by 2027.

Syrma SGS Technology is rising sharply as its Q3FY26 net profit surges 110.7% YoY to Rs 102.8 crore, helped by lower finance costs and inventory destocking. Revenue jumps 43% to Rs 1,274.5 crore, led by strong traction for electronic manufacturing services (EMS) in the domestic and export markets. It features in a screener of stocks with the highest recovery from their 52-week lows.

Vedanta is falling sharply as its Q3FY26 net profit misses Forecaster estimates by 6.3% despite jumping 61% YoY to Rs 5,710 crore due to higher raw materials and fuel expenses. Revenue grows 37.1% to Rs 23,861 crore, driven by a surge in metal prices and an improvement in the power segment. It appears in a screener of stocks with growing costs for long-term projects.

Manoj Bhat, MD & CEO of Mahindra Holidays, highlights company's target of expanding to 12,000 resort keys by FY30 and adding 2,000 keys under its new luxury brand, Mahindra Signature Resorts, backed by a Rs 1,000 crore investment. He also highlights the strategy of rebranding Club Mahindra to Club M, targeting premium vacation and faster inventory additions.

#WATCH | Can Mahindra Holidays live up to its '12,000 rooms by FY30' promise?

MD & CEO Manoj Bhat shares roadmap for luxury leisure expansion on #ETNOW

Full interview:https://t.co/GgWNp0Wdop#mahindraholidays@MahindraRise@clubmahindra@SnehiShah11@SrishtiSharma_pic.twitter.com/masuq3P8lC

— ET NOW (@ETNOWlive) January 30, 2026

NTPC Green Energy falls sharply as its Q3FY26 revenue misses Forecaster estimates by 6.5% despite a 29% YoY rise to Rs 653.3 crore. Net profit drops 73.3% due to higher depreciation & amortization costs and losses from joint venture companies. It features in a screener of stocks with PE higher than industry PE.

Dixon Technologies is rising sharply as its Q3FY26 net profit jumps 67.8% YoY to Rs 287.3 crore. Revenue grows 3.3% to Rs 10,802.9 crore, led by improvements in the mobile & other EMS, and home appliances segments. It appears in a screener of stocks with high trailing twelve-month (TTM) EPS growth.

Swiggy is falling sharply as its Q3FY26 net loss expands 33.3% YoY to Rs 1,065 crore due to higher inventory, advertising and delivery expenses. However, revenue jumps 52.4% to Rs 6,244 crore, supported by improvements in the food delivery, quick commerce and supply chain distribution segments. It shows up in a screener of stocks with medium to low Trendlyne momentum scores.

An SBI report says India’s CPI revamp, including a base year change to 2023–24 from 2011–12, could raise headline inflation by 20–30 basis points. However, during periods of high food inflation, headline inflation under the new series could be 20–30 bps lower than under the old methodology. The mixed impact stems from a significant rebalancing of CPI weights.

#FPBusiness | India’s overhaul of its Consumer Price Index (CPI) could result in a marginal rise of 20–30 basis points in headline inflation, according to a report by SBI Ecowrap, highlighting how changing consumption patterns are reshaping the country’s inflation dynamics.…

— Firstpost (@firstpost) January 30, 2026

Allied Blenders & Distillers is rising as its Q3FY26 net profit grows 15.7% YoY to Rs 66.5 crore, helped by inventory destocking and lower excise duty. Revenue increases 3% to Rs 1,003 crore, driven by improvement in the Prestige & Above (P&A) segment during the quarter. The company appears in a screener of stocks where mutual funds increased their shareholding in the last quarter.

ACME Solar Holdings is rising as its Q3FY26 revenue grows 42.3% YoY to Rs 496.8 crore, driven by higher power generation capacity and better capacity utilisation. Net profit rises 1.5% to Rs 113.7 crore, beating Forecaster estimates by 22.7%. The company appears in a screener of stocks underperforming their industry price change in the quarter.

V2 Retail is rising sharply as its board of directors schedules a meeting on February 3 to consider a proposal for a stock split.

Citi retains a 'Buy' rating on Vodafone Idea with a target price of Rs 14. The brokerage sees the completion of bank debt raising and the government’s AGR reassessment as key near-term catalysts. It cautions that while cash flows over the next two years appear comfortable, meeting the sharp rise in spectrum payments from FY29 will likely require a mix of refinancing, equity raising, or conversion of dues.

#VodafoneIdea#shares jump 13% on turnaround plan. What #CLSA, #BofA, other brokerages say#ETMarketshttps://t.co/ID9uD24KEy

— ETMarkets (@ETMarkets) January 30, 2026

Great Eastern Shipping Co rises to its 52-week high of Rs 1,266.5 per share as its Q3FY26 net profit jumps 36.9% YoY to Rs 812.5 crore, owing to lower fuel, inventory, and finance costs. Revenue grows 15.7% to Rs 1,736.5 crore, driven by improvements in the shipping and offshore businesses. It features in a screener of affordable stocks with high RoE and momentum.

Tata Motors (TMCV) is falling as its Q3FY26 net profit declines 48% YoY to Rs 705 crore due to higher raw material expenses and exceptional loss from stamp duty and new labour codes. However, revenue jumps 15.4% to Rs 22,179 crore, led by higher commercial vehicle sales. It shows up in a screener of stocks with low Piotroski scores.

Godrej Properties is rising as it acquires an 8.5-acre land parcel in Pune with a 2.1 million sq. ft. development area and a revenue potential of Rs 2,000 crore.

Voltas is falling as its Q3FY26 net profit declines 35.7% YoY to Rs 85 crore due to inventory buildup and new labour codes. Revenue decreases 1.1% to Rs 3,070.8 crore, led by lower sales in the unitary cooling products and electro-mechanical projects segments during the quarter. The company appears in a screener of stocks with improving ROE over the past two years.

Nifty 50 was trading at 25,268.95 (-150.0, -0.6%), BSE Sensex was trading at 81,947.31 (-619.1, -0.8%), while the broader Nifty 500 was trading at 22,967.95 (-166.9, -0.7%).

Market breadth is overwhelmingly negative. Of the 2,121 stocks traded today, 435 were gainers and 1,615 were losers.

Money flow index (MFI) indicates that stocks like OneSource Specialty Pharma, Cohance Lifesciences, United Breweries and Signatureglobal (India) are in the oversold zone.

Gillette India surges as its Q3FY26 net profit grows 36.9% YoY to Rs 172.5 crore, helped by lower raw material and finance costs. Revenue increases 15.2% to Rs 790 crore, driven by higher sales in the grooming and oral care segments during the quarter. The company appears in a screener of stocks underperforming their industry price change in the quarter.

Adani Power's Q3FY26 revenue falls 8.9% YoY to Rs 12,451.4 crore amid lower power realisations. Net profit declines 18.9% to Rs 2,479.6 crore during the quarter. It shows up in a screener of stocks with growing costs for long-term projects.

Subros is rising sharply as it secures an order worth Rs 1,280 crore from Maruti Suzuki India to supply local electric compressors (LECs). The compressors will be used by Maruti for its upcoming EV and hybrid vehicle programs.

Jefferies maintains its 'hold' rating on Maruti Suzuki with a lower target price of Rs 16,000. The brokerage remains positive on India’s passenger vehicle demand and Maruti’s export growth but is cautious on any meaningful improvement in domestic market share or margins. It notes that December-quarter results missed expectations due to higher employee costs from new labour codes, which were booked as regular expenses rather than exceptional items.

#MarutiSuzuki shares fall for seventh day to five-month low; #Jefferies flags market share concerns @hormaz_fatakiahttps://t.co/DzhEJAgyj3

— CNBC-TV18 (@CNBCTV18Live) January 29, 2026

KPIT Technologies is falling as its Q3FY26 net profit declines 21.2% QoQ to Rs 133.3 crore due to higher raw materials, employee benefits & finance costs, and new labour codes. However, revenue grows 2.5% to Rs 1,651.6 crore, driven by an improvement in the UK & European market. It shows up in a screener of stocks where promoters are decreasing their shareholding.

Canara Bank falls sharply as its Q3FY26 net profit misses Forecaster estimates by 2.2% despite rising 25.6% YoY to Rs 5,155 crore, due to lower provisions. Revenue jumps 10.4%, helped by improvements in the treasury operations, retail and wholesale banking segments. The bank's asset quality improves as its gross and net NPAs decline 126 bps and 44 bps, respectively.

ICRA is rising as its Q3FY26 revenue grows 35.3% YoY to Rs 163.6 crore, driven by improvement in the research & analytics, and ratings segments. However, net profit fell 7.7% to Rs 54.9 crore due to the impact of new labour codes during the quarter. The company appears in a screener of stocks with improving book value per share over the past two years.

The Economic Survey 2026 notes that India significantly increased crude oil imports from United States, Brazil, and Nigeria during 9MFY26, while imports from Russia, Saudi Arabia, and Iraq declined. The share of crude imports from the US rose to 8.1%, up from 4.6% in the same period last year. The survey adds that global crude prices are likely to soften in FY27 amid oversupply concerns and highlights India’s stable energy demand, with crude oil imports rising 2.7% YoY.

Eco Survey 2025-26: Crude oil exports from US increased to 8.1% in FY26 https://t.co/lJkqdN2gBU

— Business Today (@business_today) January 29, 2026

Lodha Developers' Q3FY26 revenue jumps 15.2% YoY to Rs 4,775.4 crore, supported by new launches. Net profit grows 1.3% to Rs 956.9 crore, helped by a Rs 301.1 crore tax credit. It features in a screener of newly affordable stocks with good financials and durability.

Sansera Engineering enters a joint venture (JV) with Japan's Nichidai Corp to manufacture and sell aluminium and steel machine parts in India. Sansera will hold a 60% stake in the JV while Nichidai will hold the remaining stake.

Piramal Pharma is rising sharply as its subsidiary, Piramal Critical Care, enters an agreement to acquire Kenalog from Bristol-Myers Squibb for a total consideration of $100 million (~Rs 919.7 crore). However, it posts a net loss of Rs 136.2 crore in Q3FY26 compared to a net profit of Rs 3.7 crore in Q3FY25 due to higher raw materials & employee expenses, and the impact of new labour codes.

Finance Minister Nirmala Sitharaman tables the Economic Survey 2026 in the Lok Sabha, projecting India’s growth at 6.8–7.2% in the coming year. The survey says domestic drivers and macro stability keep risks broadly balanced. It highlights steady credit growth, strong corporate balance sheets, and benign inflation supported by favourable supply conditions and gradual GST rate rationalisation.

#EconomicSurvey2026 flags stronger growth outlook, raises GDP forecast, and flags global risks.

Focus on tariffs, external headwinds, and a changing base year as key watchpoints ahead of #UnionBudget2026.@Shrimichoudhary with more key highlights. pic.twitter.com/QPfz6bFyWx

— NDTV Profit (@NDTVProfitIndia) January 29, 2026

Sagility India is falling as its Q3FY26 EBITDA margin drops 100 bps YoY to 25.9% due to higher employee expenses and new labour codes. Revenue and net profit surge 35.7% and 23.4% during the quarter. The company features in a screener of stocks where promoter holding is decreased by over 2% QoQ.

Thyrocare Technologies is falling as its Q3FY26 net profit misses Forecaster estimates by 23.2% despite surging 51.8% YoY to Rs 29 crore. Revenue increases 17.9% to Rs 195.5 crore, driven by higher sales in the diagnostic testing services segment during the quarter. The company appears in a screener of stocks with improving ROE over the past two years.

Cochin Shipyard's Q3FY26 net profit declines 18.3% YoY to Rs 144.7 crore due to higher raw materials, sub-contracting, & finance costs and provisions. However, revenue jumps 19% to Rs 1,421.6 crore, driven by improvements in the ship building segment. It appears in a screener of stocks with an increasing trend in non-core income.

ABB India jumps over 9% after its Swiss parent, ABB Plc, reports a strong end to 2025, driven by robust growth in India, where orders surged 49% in Q4, while the US saw a 57% rise. Overall orders climbed 36% YoY to $10.3 billion, and revenues increased 13% to $9.1 billion.

#MarketsWithBS | ABB India shares spike 10% after global parent reports Q4 earnings. Read more ????#Stocks#markets#stockmarket#sharemarket#ABBIndiahttps://t.co/TzVggKG5bV

— Business Standard (@bsindia) January 29, 2026

Garden Reach Shipbuilders is rising as its Q3FY26 net profit jumps 73.9% YoY to Rs 170.8 crore, driven by lower inventory expenses. Revenue grows 45.8% to Rs 1,957.7 crore, supported by strong execution and healthy order wins. The company's Chairman & Managing Director, PR Hari, expects the order book to expand to Rs 50,000 crore by the end of FY26 from Rs 20,200 crore in Q2FY26.

eClerx Services is rising sharply as its Q3FY26 net profit jumps 49.9% YoY to Rs 205.4 crore. Revenue grows 25.8% to Rs 1,100.4 crore during the quarter. The company's board of directors approves a bonus issue in the ratio of 1:1.

Phoenix Mills is falling as its Q3FY26 net profit misses Forecaster estimates by 29.5% as it rises only 4.2% YoY to Rs 275.8 crore. Revenue increases 15% to Rs 1,121.2 crore, supported by growth in the property and residential segments during the quarter. The company appears in a screener of stocks outperforming their industry price change in the quarter.

Morgan Stanley maintains an 'Overweight' rating on Bharat Electronics with a target price of Rs 418. The brokerage highlights a strong FY26 outlook, supported by order inflows exceeding Rs 27,000 crore, revenue growth of around 15%, and EBITDA margins above 27%, driven by defence programmes such as QRSAM and Kusha. It also expects the export contribution to rise from about 3% to 4–5% in the near term and scale up to nearly 10% over the longer run.

#BrokerageRadar | Morgan Stanley on Bharat Electronics: Maintain Overweight with target price at ?418 #BEL#StockMarketpic.twitter.com/jIvAGFLOKS

— ET NOW (@ETNOWlive) January 29, 2026

Manorama Industries is rising sharply as its Q3FY26 net profit surges 137.2% YoY to Rs 72.3 crore, supported by lower employee benefits expenses. Revenue jumps 75.6% to Rs 374.1 crore, driven by a better product mix and capacity additions. The company's board of directors also approves a capex of Rs 460 crore to increase the production capacity of specialty fats over the next 2-3 years.

GE Vernova T&D India is rising sharply as its Q3FY26 net profit surges 103.8% YoY to Rs 290.8 crore owing to lower finance and depreciation & amortisation expenses. Revenue jumps 57% to Rs 1,71.4 crore led by strong project execution and new renewable energy capacity additions. Its board of directors appoints Sandeep Zanzaria as the Managing Director and Chief Executive Officer (CEO) for three years, effective April 17.

Gland Pharma surges as its Q3FY26 net profit grows 27.7% YoY to Rs 261.5 crore, helped by lower finance costs. Revenue increases 22.5% to Rs 1,695.4 crore, driven by higher sales in key international markets such as the US and Europe during the quarter. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past two months.

Larsen & Toubro's Q3FY26 net profit declines 4.3% YoY to Rs 3,215.1 crore due to the impact of new labour codes. However, revenue grows 11.1% to Rs 72,890.7 crore, driven by improvements in the infrastructure and energy segments. It shows up in a screener of stocks with declining cash flow from operations over the past two years.

Nifty 50 was trading at 25,273.75 (-69, -0.3%), BSE Sensex was trading at 82,368.96 (24.3, 0.0%), while the broader Nifty 500 was trading at 23,057.35 (-24.8, -0.1%).

Market breadth is in the green. Of the 2,099 stocks traded today, 1,081 showed gains, and 957 showed losses.

Relative strength index (RSI) indicates that Vedanta is in the overbought zone.

Maruti Suzuki falls as its Q3FY26 net profit misses Forecaster estimates by 13.3% as margin pressure from higher discounting and sharp rise in operating cost. Revenue and net profit grow 28.7% and 4.1% YoY during the quarter. It appears in a screener of stocks underperforming their industry price change during the quarter.

CSB Bank plunges more than 10% as its Q3FY26 provisions surge 5.2x YoY to Rs 86.8 crore after gross NPA rises 38 bps YoY. However revenue jumps 25.6% to Rs 1,430.7 crore, driven by improvements in the treasury operations, and retail & corporate banking segments.

Graphite India is rising sharply as its board of directors approves an investment of Rs 4,330 crore to set up manufacturing of Synthetic Graphite Anode Materials (SGAM). SGAM is a key input used in the production of lithium-ion battery cells.

Rishab Jain, CFO of Bikaji Foods, expects margins to remain stable over the next few quarters. He guides for value growth of 14–16% and volume growth of up to 12% in FY27, and projects exports to expand by 30–35% over the next 2–3 years.

BIKAJI

Mgmnt Post Earnings:

Will grow at 14-16% in value, upto 12% volume growth in FY27

Exports can grow at 30-35% for next 2-3 yrs

Focus market should grow at 18-20%

Will maintain margins at current levels for the next few quarters#FMCGisLifehttps://t.co/KhWWguuoMU

— Mangalam Maloo (@blitzkreigm) January 28, 2026

TVS Motor Co is rising sharply as its Q3FY26 net profit jumps 48.6% YoY to Rs 841.3 crore. Revenue grows 32.8% to Rs 14,745.2 crore, led by improvements in the premium portfolio, higher EV sales and global expansion. It features in a screener of stocks with increasing returns on equity (RoE) over the past two years.

Rail Vikas Nigam is rising as it emerges as the lowest bidder for an order worth Rs 242.5 crore from South Central Railway. The project involves upgrading the overhead electrification system from a single 25 kilovolt (kV) system to a dual 25 kV system on the Ongole to Gudur section of the Vijayawada division.

Suzlon Energy is rising as it secures a 248.9 MW wind power order from the ArcelorMittal Group. The order is part of a 550 MW hybrid project in Gujarat, with power supplied for captive use at ArcelorMittal Nippon Steel facilities in India.

Morgan Stanley maintains its 'Overweight' rating on Grasim with a target price of Rs 3,690. The brokerage expects Grasim to stay on track with the ramp-up of its paints business, with Birla Opus gaining 30–40 basis points of market share every quarter. It also expects UltraTech to perform well in the near term.

#BrokerageRadar: Morgan Stanley maintain 'Overweight' ratings on Grasim with a target price of Rs 3,690.

For more, visit our Research Reports section: https://t.co/x9gNkEkYp6pic.twitter.com/Y3qKMy6Rlp

— NDTV Profit (@NDTVProfitIndia) January 28, 2026

Motilal Oswal is surging as its Q3FY26 revenue jumps 5% YoY to Rs 2,120.1 crore, supported by improvements across the wealth management, capital markets, asset & private wealth management, and home finance segments. However, net profit remains flat at Rs 566 crore during the quarter. It appears in a screener of stocks with improving cash flow from operations over the past two years.

Mahindra Logistics surges as it swings to a net profit of Rs 3.3 crore in Q3FY26 compared to a loss of Rs 9 crore in Q3FY25. Revenue grows 19.1% YoY to Rs 1,898 crore, driven by improved performance in supply chain management and enterprise mobility services segments. The company appears in a screener of stocks with zero promoter pledge.

PC Jeweller's Q3FY26 net profit jumps 28.5% YoY to Rs 190.1 crore, driven by lower raw materials expenses. Revenue grows 31.7% to Rs 900.5 crore, owing to high demand during the wedding and festive season. It features in a screener of stocks with above line growth and below line valuations.

Oil India jumps over 8% as global crude prices surge to a four-month high, driven by geopolitical tensions such as the US–Iran and Russia–Ukraine conflicts, along with supply disruptions. Brent crude rose 0.4% to $67.9 a barrel, while US WTI rose 0.6% to $62.7 a barrel.

#Oil India #shares jump nearly 10%, extend gains for second session. What’s behind the surge?#ETMarketshttps://t.co/5zjROeiGXd

— ETMarkets (@ETMarkets) January 28, 2026

Oil & Natural Gas Corp surges to its 52-week high of Rs 266.2 per share as its joint ventures (JVs) with Japan's Mitsui OSK Lines secure ship-building contracts (SBCs) from Samsung Heavy Industries to construct two Very Large Ethane Carriers (VLECs).

Nesco is falling as its Q3FY26 net profit declines 4.8% YoY to Rs 104.6 crore due to higher finance costs and employee expenses. However, revenue increases 20% to Rs 247.9 crore, driven by improvement in the foods segment during the quarter. The company appears in a screener of stocks underperforming their industry price change in the quarter.

Tata Consultancy Services is rising as it plans to set up a delivery centre in Londrina, Brazil, with a capex of $37 million (~Rs 330 crore). The company expects the centre to create over 1,600 new jobs.

BNP Paribas analyst Kumar Rakesh says the finalized India–EU FTA will gradually cut tariffs on EU goods exported to India from 100–125% to 10%. He estimates that European car prices could fall by 7–8% and sees the recent sell-off in Indian auto stocks as an overreaction to the agreement.

#IndiaEUFTA Finalised | Impact of India-EU FTA On #Auto Sector

Kumar Rakesh of @BNPParibas to @CNBCTV18News
- European cars can become cheaper by 7-8% due to FTA
- Sell-off in Indian auto companies looks like an overreaction
- No big benefit to auto ancillary companies due to…

— CNBC-TV18 (@CNBCTV18News) January 28, 2026

Shadowfax Technologies' shares debut on the bourses at a 9.2% discount to the issue price of Rs 124. The Rs 1,907.3 crore IPO received bids for 2.7 times the total shares on offer.

Jayaswal Neco Industries is rising as it signs a memorandum of understanding (MoU) with the Maharashtra government to set up a 2 million tonnes per annum (MTPA) steel plant with a capex of Rs 12,262 crore.

Vedanta surges to a new all-time high of Rs 732.6 per share as its board of directors approves selling 6.7 crore shares (or 1.6% stake) in its subsidiary, Hindustan Zinc, through an offer for sale (OFS).

JM Financial initiates coverage on Thermax with a 'Reduce' rating and a target price of Rs 2,700. The brokerage flags concerns around execution risks in large industrial infrastructure projects and pressure on return metrics due to diversification into non-core segments. It notes that Thermax has been allocating more growth capital to areas such as solar assets, chemicals and bio-energy, which generate a much lower ROCE of about 5% versus the company’s blended ROCE of over 10%, while also carrying higher execution risks.

#MarketsWithBS | JM Financial initiates coverage on Thermax with 'Reduce' rating; check TP#Stocks#markets#stockmarket#sharemarket#JMFinancial | @singla_devanshu

Experience it on the app: https://t.co/howSwnmzHthttps://t.co/n97xvnjWJk

— Business Standard (@bsindia) January 28, 2026

Vodafone Idea is rising as its Q3FY26 net loss declines 20% YoY to Rs 5,286 crore, helped by a Rs 1,228 crore gain from written back provisions. Revenue grows 1.3% to Rs 11,516 crore, led by an expansion of the 4G/5G subscriber base and higher average revenue per user (ARPU). It features in a screener of stocks with improving cash flow over the past two years.

Metro Brands surges as its Q3FY26 net profit grows 35.7% YoY to Rs 128.4 crore, led by inventory destocking. Revenue increases 15.4% to Rs 811.3 crore, driven by strong festive & wedding season demand during the quarter, coupled with a GST cut on footwear. The company appears in a screener of stocks outperforming their industry price change over the past quarter.

Caplin Point Laboratories is rising as its subsidiary, Caplin Steriles, gets US FDA approval for its abbreviated new drug application (ANDA) for Methylprednisolone Acetate Injectable Suspension. The drug treats inflammation across several medical conditions. It had sales of around $57.4 million in the 12 months ending November 2025, according to IQVIA.

Marico's Q3FY26 net profit grows 12% YoY to Rs 447 crore. Revenue jumps 26.1% to Rs 3,576 crore, supported by improvements in the domestic and international markets. It appears in a screener of stocks with high momentum scores.

Nifty 50 was trading at 25,321.75 (146.4, 0.6%), BSE Sensex was trading at 81,892.36 (34.9, 0.0%), while the broader Nifty 500 was trading at 22,964.35 (145.1, 0.6%).

Market breadth is overwhelmingly positive. Of the 2,103 stocks traded today, 1,653 were on the uptrend, and 384 went down.

Money flow index (MFI) indicates that stocks like Aditya Birla Fashion, Indraprastha Gas, Adani Energy and Bata India are in the oversold zone.

Asian Paints is falling as its Q3FY26 net profit declines 4.6% YoY to Rs 1,059.9 crore due to higher inventory, employee benefits and depreciation & amortisation expenses. Revenue grows 3.9% to Rs 9,028 crore, helped by improvements in the decorative and coatings segments and strong exports. It shows up in a screener of stocks with high promoter pledges.

Godrej Consumer Products is falling sharply as its Q3FY26 net profit remains flat at Rs 497.9 crore due to higher inventory and employee benefits expenses. However, revenue jumps 7.9% to Rs 4,155 crore, led by improvements in the Indian and African markets. It features in a screener of stocks with declining book value over the past two years.

HCL Technologies is rising as it plans to acquire Singapore-based Finergic Solutions for SGD 19 million (Rs 137 crore) to strengthen its services in the financial and wealth management sectors.

Bernstein initiates coverage on Kotak Mahindra Bank with a 'Market Weight' rating and a target price of Rs 490. The brokerage points to a stable Q3 operating performance, with steady asset quality and largely unchanged core profitability. It notes that net interest margins remained at 4.5%, indicating a possible end to margin normalisation. While microfinance and credit card segments remained weak, loan growth outpaced peers and return on assets held at 1.9%.

#KotakMahindraBank shares fall after #Q3 results; #IIFL flags valuation concerns @senmeghnahttps://t.co/gepohll9wT

— CNBC-TV18 (@CNBCTV18Live) January 27, 2026

Raymond is rising as its Q3FY26 revenue grows 19.5% YoY to Rs 557.2 crore, driven by aerospace & defence and precision technology & auto components segments. However, net profit drops 95% to Rs 3.6 crore as last year included earnings from discontinued operations following the Raymond Realty demerger. It appears in a screener of stocks with low debt.

Tata Consumer Products is rising as its Q3FY26 net profit jumps 37.9% YoY to Rs 384.6 crore, helped by lower finance costs. Revenue grows 14.5% to Rs 5,145 crore, driven by improvements in the domestic and international markets. It features in a screener of stocks with increasing revenue for the past four quarters.

Raymond Lifestyle is rising as its Q3FY26 revenue jumps 4.9% YoY to Rs 1,882.8 crore, driven by improvements in the textile, shirting and apparel segments. EBITDA margin expands 260 bps to 12.8%, led by lower inventory, manufacturing and employee benefits expenses. It appears in a screener of stocks with decreasing promoter pledge.

Axis Bank is reportedly exploring a bid to acquire the promoter stake in microfinance lender CreditAccess Grameen, after promoters initiated a process to sell their entire holding. Promoter entity CreditAccess India BV owns 66.28% of the company, with the stake valued at around Rs 14,000 crore, while the firm’s market capitalisation stands at about Rs 22,000 crore.

#AxisBank is evaluating a bid for the promoter stake in #CreditAccessGrameen, sources told CNBC-TV18.

Promoter entity #CreditAccessIndia BV is looking to sell its entire 66.28% stake.@YashJain88https://t.co/jgbvWoJdd1

— CNBC-TV18 (@CNBCTV18News) January 27, 2026

Textile firms like Welspun Living, KPR Mill and Trident are rising as the India–EU trade deal supports export outlook. The EU accounts for about $7.7 billion, nearly 20%, of India’s textile and apparel exports.

Waaree Renewable Technologies is rising as its board approves the acquisition of around 55% stake in Associated Power Structures (ASPL) for about Rs 1,225 crore. The deal expands the company’s presence and strengthens its capabilities across the renewable energy and energy efficiency segments.

Multi Commodity Exchange of India is rising sharply as its Q3FY26 net profit surges 150.6% YoY to Rs 401.1 crore. Revenue jumps 114.9% to Rs 697.1 crore, supported by higher average daily turnover (ADT) across segments. It appears in a screener of stocks with rising returns on equity (RoE), momentum and earnings yield.

Shares of Indian automakers such as M&M, Maruti Suzuki India and Tata Motors decline on concerns that the India–EU FTA, scheduled to be signed later in the day, may lead to sharp cuts in tariffs on European car imports. Reports suggest the government plans to lower import duties to around 40% from as high as 110%.

#Mahindra, #Tata, #Hyundai, other auto stocks fall up to 5%. Here’s why#ETMarkets | @nikkhillhttps://t.co/ghNmZnfIJZpic.twitter.com/IIRm8CEL41

— ETMarkets (@ETMarkets) January 27, 2026

IndusInd Bank's Q3FY26 net profit plunges 90.9% YoY to Rs 128 crore due to higher provisions and employee benefits expenses. Revenue declines 13.7% to Rs 13,080.1 crore, caused by reductions in the treasury operations, retail and corporate banking segments. The bank's asset quality worsens as its gross and net NPAs increase by 131 bps and 36 bps, respectively.

Axis Bank surges to its 52-week high of Rs 1,333.2 per share as its Q3FY26 net profit jumps 4% YoY to Rs 7,010.7 crore, helped by lower employee benefits expenses. Revenue grows 5% to Rs 40,898.4 crore, attributed to improvements in the treasury operations, retail and corporate banking segments. It features in a screener of stocks with trailing twelve-month (TTM) PE lower than 3-, 5- and 10-year PE.

Rites secures a Rs 171 crore order from ICVL Mozambique to supply and maintain Cape Gauge diesel electric locomotives. The contract includes preventive maintenance and spare parts, with locomotive supplies to be completed within a 15-month timeline.

Investec maintains a 'Hold' rating on PVR Inox with a target price of Rs 1,238. The brokerage views the sale of the entire stake of the "4700BC" popcorn brand to Marico for Rs 227 crore as a strategic monetisation move that will strengthen the balance sheet and sharpen focus on the core cinema business. It adds that management expects no material impact on in-cinema food and beverage growth or the company’s overall growth outlook.

PVR Inox Is Returning To Its Core After A Popcorn Phase — And Investec Likes The Pivot

Read more: https://t.co/77FuPYKJLIpic.twitter.com/dNfzwJgwnk

— NDTV Profit (@NDTVProfitIndia) January 27, 2026

Zydus Lifesciences receives Form 483 with three observations from the US FDA after an inspection at its Ankleshwar manufacturing plant.

DCB Bank surges to a 5-year high of Rs 198 as its Q3FY26 net profit rises 22% YoY to Rs 184.7 crore. Revenue increases 11.4% to Rs 1,860.9 crore, driven by improvements in the retail, wholesale and treasury banking segments during the quarter. The bank's asset quality improves as its gross and net NPAs contract by 39 bps and 8 bps YoY, respectively.

JSW Energy is falling sharply as its Q3FY26 revenue misses Forecaster estimates by 9.7% despite growing 61.2% YoY to Rs 4,254.5 crore, helped by improvements in the thermal and renewables segments. Net profit surges 2.5x to Rs 419.9 crore, driven by a Rs 557 crore deferred tax credit. It shows up in a screener of stocks with high debt.

Umesh Revankar, Executive Vice Chairman of Shriram Finance, notes that MSME credit slowed in some segments in Q3 due to tariff uncertainties but expects government infrastructure spending to boost construction and heavy commercial vehicle financing. He projects a FY27 return on assets of about 3.5%, long-term net interest margins of 8.5–9%, and expects the MUFG Bank deal to be concluded by the end of FY26.

#OnCNBCTV18 | Slowed down in certain segments of #MSME due to #tariff uncertainty, MSME credit offtake will improve. Govt infra spending will benefit co, boosting both construction & HCV businesses. Large infrastructure projects will drive strong demand, says #UmeshRevankar of… pic.twitter.com/AvJjS9sclO

— CNBC-TV18 (@CNBCTV18Live) January 27, 2026

UltraTech Cement is rising as its Q3FY26 net profit grows 17.1% YoY to Rs 1,725.4 crore. Revenue jumps 26% to Rs 21,965.3 crore owing to improvements in domestic grey and white cement sales. It appears in a screener of stocks near their 52-week highs with significant volumes.

JSW Steel is rising as its Q3FY26 net profit surges 3x YoY to Rs 2,139 crore, supported by a Rs 1,439 crore deferred tax credit. Revenue jumps 11.4% to Rs 46,264 crore, led by higher steel sales. It features in a screener of strong performing, under the radar stocks according to Trendlyne's DVM scores.

Granules India is rising as its Q3FY26 net profit grows 27.7% YoY to Rs 150.2 crore, led by inventory destocking. Revenue increases 22% to Rs 1,387.9 crore, driven by higher sales from the finished dosages segment in North America and Europe during the quarter. The company appears in a screener of stocks outperforming their industry price change in the quarter.

Kotak Mahindra Bank is falling as its Q3FY26 net profit misses Forecaster estimates by 1.6% despite rising 4.3% YoY to Rs 3,446.1 crore. Revenue increases 3.5% to Rs 13,903.3 crore, driven by improvements in the retail, wholesale and treasury banking segments during the quarter. The bank's asset quality improves marginally as its gross and net NPAs contract by 20 bps and 10 bps YoY, respectively.

Nifty 50 was trading at 25,009.95 (-38.7, -0.2%), BSE Sensex was trading at 81,649.53 (111.8, 0.1%) while the broader Nifty 500 was trading at 22,644.20 (-62, -0.3%).

Market breadth is moving down. Of the 2,197 stocks traded today, 654 were in the positive territory and 1,460 were negative.