Post by : Anis Farhan

OVERVIEW OF TODAY’S MARKET SETUP

On Thursday, February 5, 2026, the Indian markets opened with cautious investor sentiment. Broader indices including the Sensex and Nifty 50 settled marginally higher on the previous session, supported by sector-specific buying in autos, metals, and energy stocks, while IT stocks lagged. Mixed global cues, particularly from Asian markets and US technology shares, are expected to influence trading activity today.

Investors are closely monitoring quarterly earnings announcements, corporate board decisions, and strategic growth developments that could drive price action in several large-cap and mid-cap stocks. Against this backdrop, the following stocks are likely to attract heightened attention during the trading session.

MAJOR STOCKS IN FOCUS

Bharti Airtel

Bharti Airtel continues to be a key telecom sector stock under watch as investors digest its Q3 quarterly earnings and assess subscriber growth trends, tariff realisations, and competitive positioning in the Indian telecom space. Earnings releases often serve as a catalyst for volatility and trading interest in the telecommunication segment.

Nykaa (FSN E-Commerce Ventures)

Shares of Nykaa are expected to be among the most watched as the beauty and lifestyle retail platform announces quarterly results. Investors are keen to understand how online sales growth, profit margins, customer acquisition costs, and expansion strategies are shaping the company’s financial trajectory in a competitive retail environment.

Hero Motocorp

Two-wheeler giant Hero Motocorp is also in focus today with its earnings release. Market participants are watching sales volumes, margin trends, and outlook commentary from the management, especially as consumer demand in the auto sector continues to reflect broader economic conditions.

LIC (Life Insurance Corporation of India)

Shares of LIC, India’s largest insurer, remain under scrutiny as investors analyse its Q3 performance. Key metrics such as premium income growth, expense ratio, underwriting performance, and investment yields will likely drive interest in the stock.

IOC (Indian Oil Corporation)

The energy sector giant IOC will also be in focus, with investors watching crude price trends, refining margins, and downstream performance. Performance metrics for state-owned oil companies are often linked to global oil price movements and domestic fuel demand dynamics.

Tata Motors Passenger Vehicles

Tata Motors Passenger Vehicles is expected to attract trading activity as it announces quarterly results. With increasing competition in the passenger vehicles segment and evolving consumer preferences, analysts and traders are looking closely at sales figures, profitability, and market share data.

ADDITIONAL CORPORATE DEVELOPMENTS TO WATCH

Trent

Trent, a consumer retail company from the Tata Group stable, posted a revenue increase of 14.8% in the December quarter along with a 27.6% jump in EBITDA, reflecting healthy retail demand and margin expansion. Investors will monitor how seasonal trends and expansion initiatives are supporting growth.

Tata Power

Tata Power reported a slight 0.6% rise in quarterly profit but saw a decline in revenue by approximately 9.4%, pointing to operational challenges and market conditions impacting its power generation and distribution performance.

Marico

Consumer goods company Marico is also in the spotlight following its announcement of a strategic investment in Cosmix Wellness, solidifying its entry into the functional wellness products segment—a fast-growing digital-first market.

NHPC

NHPC, a major hydropower developer, received board approval to cancel its MoU for a solar joint venture with the Green Energy Development Corporation of Odisha. Investors are analysing how this might affect future renewable energy expansion plans.

Power Grid Corporation of India

Power Grid announced final approval from the Ministry of Corporate Affairs to merge 17 of its subsidiaries into two entities, a move aimed at operational consolidation and strengthening its grid infrastructure footprint.

Cummins India

Engine maker Cummins India recorded an 11.9% year-on-year drop in net profit, underscoring challenges in demand conditions and cost pressures. Investors will be watching how the company navigates these headwinds and positions itself for growth.

Sterlite Technologies

Sterlite Technologies is set to hold a board meeting to evaluate a proposal for raising funds by issuing equity shares, warrants, or convertible securities. This fundraising decision could influence future growth plans and capital structure.

NSDL

The expiry of the lock-in period for 149.2 million NSDL shares, accounting for 75% of total outstanding equity, is expected to significantly increase trading supply. Lock-in expiry events often lead to elevated stock activity as more shares become available for trading.

Emami

Emami reported a 15% rise in consolidated net profit, reflecting improved operating performance, brand strength, and demand resilience. Such earnings growth can attract investor interest in the consumer goods segment.

MARKET SENTIMENT AND SECTORAL THEMES

Market breadth remains broadly positive in the domestic equity markets, with notable rebounds in mid-cap and small-cap stocks. However, mixed global signals, including weakness in global technology shares and fluctuation in economic data overseas, could influence trading patterns. Sectoral themes including consumer discretionary, energy, and insurance are seeing notable flows, while IT stocks continue to face pressure due to external headwinds.

Investors should pay attention to upcoming economic releases, global macro developments, and company-specific earnings trends as these will shape short-term stock movements and broader market direction.

Disclaimer: This article is intended for informational purposes only and should not be considered financial or investment advice. Investors should perform their own research or consult with a qualified financial advisor before making investment decisions.

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