Global Market Futures (as of 06:35 AM IST)
US Market (Futures)
Nasdaq: +0.54%
Dow Jones: -0.04%
S&P 500: +0.32%
European (Futures)
Ftse 100: -0.02%&nbs...
Global Market Futures (as of 06:35 AM IST)
US Market (Futures)
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Nasdaq: +0.54%
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Dow Jones: -0.04%
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S&P 500: +0.32%
European (Futures)
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Ftse 100: -0.02%
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Cac 40: +0.04%
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Dax : +0.15%
Asian (Live Markets)
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NIKKEI 225: +0.13%
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KOSPI: -2.26%
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ASX 200: -0.15%
Gift Nifty: 25868.00 (+0.12%)
FII and DII Trading Activity February 4, 2026 in Cash market:
FIIs / FPIs: Net Buy of ₹249.54 crore
DIIs: Net Buy of ₹29.79 crore
Commodity Market Updates:
International commodity markets reflected mixed performance, with strength concentrated in metals and weakness across energy. Gold traded firmly, with derived gold at 5,019.46 (+1.39%) and XAU/USD at 4,997.81 (+0.67%), supported by safe-haven demand. Silver outperformed sharply, rallying to 88.73 (+5.14%), while copper edged higher to 5.9348 (+0.13%), signalling cautious optimism for industrial activity. Energy markets moved lower, as WTI crude oil fell to 64.13 (-1.55%) and Brent crude declined to 68.38 (-0.55%), reflecting demand and supply concerns. Natural gas showed mild strength, rising to 3.459 (+0.20%). Overall, precious metals led gains, while energy prices faced sustained pressure.
Key Results Today:
Bharti Airtel, Hero MotoCorp, Tata Motors Passenger Vehicles, Life Insurance Corporation of India, Indian Oil Corporation, FSN E-Commerce Ventures Nykaa, Bharti Hexacom, Aditya Birla Fashion and Retail, Alembic Pharmaceuticals, Berger Paints India, Black Buck, Godrej Properties, Hindustan Copper, Max Healthcare Institute, Mazagon Dock Shipbuilders, NCC, Power Finance Corporation, Hitachi Energy India, PVR Inox, Physicswallah, Rail Vikas Nigam, Suzlon Energy, Unichem Laboratories, Voltamp Transformers, and VA Tech Wabag will release their quarterly earnings today.
Key Corporate Earnings:
Tata Power Company – Q3 FY YoY
Tata Power reported a marginal 0.6% rise in consolidated profit to Rs 1,194.3 crore. However, revenue declined sharply by 9.4% to Rs 13,948.4 crore, reflecting pressure on topline performance despite stable profitability during the quarter.
NHPC – Q3 FY YoY
NHPC posted a 5.2% year-on-year decline in consolidated profit to Rs 219.1 crore. Revenue also slipped 2.9% to Rs 2,220.7 crore, indicating subdued operational performance amid softer generation and realizations in the quarter.
Trent – Q3 FY YoY
Trent delivered steady earnings growth, with profit rising 2.7% to Rs 510.1 crore. Revenue jumped a strong 14.8% to Rs 5,345 crore, driven by continued store expansion and healthy demand across its fashion and lifestyle retail formats.
Welspun Enterprises – Q3 FY YoY
Welspun Enterprises saw a sharp earnings contraction, with profit plunging 65.5% to Rs 26.7 crore. Revenue also declined 12.2% to Rs 787 crore, reflecting slower execution and weaker performance across infrastructure and water management projects.
Keystone Realtors – Q3 FY YoY
Keystone Realtors reported a steep deterioration in performance, with profit sinking 77.6% to Rs 3.4 crore. Revenue fell sharply by 42.6% to Rs 266.2 crore, impacted by lower project completions and muted real estate sales activity.
Global Health – Q3 FY YoY
Global Health posted a 33.5% decline in profit to Rs 95 crore despite strong revenue growth of 18.8% to Rs 1,121 crore. Profitability was impacted by an exceptional loss of Rs 36.5 crore, even as hospital occupancy and volumes improved.
Bajaj Holdings and Investment – Q3 FY YoY
Bajaj Holdings delivered a robust performance with profit rising 15.3% to Rs 2,016.2 crore. Revenue surged 127.6% to Rs 287.5 crore, supported by higher dividend income and gains from its diversified investment portfolio.
Cummins India – Q3 FY YoY
Cummins India reported a 13% drop in profit to Rs 486 crore, while revenue declined marginally by 1.3% to Rs 3,054.9 crore. Earnings were further impacted by an exceptional loss of Rs 126.54 crore during the quarter.
Timken India – Q3 FY YoY
Timken India saw profit decline sharply by 30.2% to Rs 54.6 crore, despite a healthy 14.1% rise in revenue to Rs 779.7 crore. Lower other income and margin pressures weighed on overall profitability.
CCL Products – Q3 FY YoY
CCL Products delivered strong growth, with profit surging 59% to Rs 100.3 crore. Revenue jumped 38.5% to Rs 1,050.6 crore, driven by robust demand in international markets and improved operating leverage during the quarter.
Force Motors – Q3 FY YoY
Force Motors posted exceptional performance, with profit soaring 252.1% to Rs 406.1 crore. Revenue grew 12.7% to Rs 2,128.6 crore, aided by strong operating momentum and exceptional gains of Rs 211.2 crore.
Transport Corporation of India – Q3 FY YoY
Transport Corporation of India reported steady growth, with profit rising 13.7% to Rs 114.7 crore. Revenue increased 8.9% to Rs 1,248.8 crore, supported by consistent demand across logistics, supply chain, and freight services.
Lloyds Engineering Works – Q3 FY YoY
Lloyds Engineering Works posted strong earnings growth, with profit surging 70.9% to Rs 61 crore. Revenue rose marginally by 2.3% to Rs 272.5 crore, while higher other income significantly boosted overall profitability.
Apollo Tyres – Q3 FY YoY
Apollo Tyres delivered a solid quarter, with profit rising 39.5% to Rs 470.5 crore. Revenue grew 11.8% to Rs 7,743.1 crore, driven by improved demand, better pricing, and cost efficiencies across domestic and international markets.
Gallantt Ispat – Q3 FY YoY
Gallantt Ispat reported a weaker performance, with profit declining 11.7% to Rs 100.4 crore. Revenue slipped 4% to Rs 1,073.6 crore, reflecting softer steel prices and subdued demand conditions during the quarter.
Redington India – Q3 FY YoY
Redington India posted stable earnings growth, with profit rising 2.6% to Rs 413.4 crore. Revenue increased a healthy 15.7% to Rs 30,921.7 crore, supported by strong demand across technology distribution and mobility segments.
Jubilant Ingrevia – Q3 FY YoY
Jubilant Ingrevia saw profit decline 32.4% to Rs 46.9 crore, while revenue remained largely flat at Rs 1,051 crore. Profitability was impacted by an exceptional loss of Rs 13.04 crore and continued margin pressures.
Sammaan Capital – Q3 FY YoY
Sammaan Capital reported moderate growth, with profit increasing 3.8% to Rs 314.1 crore. Revenue rose 7% to Rs 2,157.7 crore, supported by steady lending activity and stable asset quality during the quarter.
Kalpataru Projects International – Q3 FY YoY
Kalpataru Projects reported profit growth of 7.2% to Rs 152.2 crore. Revenue jumped 16.3% to Rs 6,665.4 crore, driven by strong execution, although profitability was impacted by an exceptional loss of Rs 29.5 crore.
Metropolis Healthcare – Q3 FY YoY
Metropolis Healthcare posted strong growth, with profit rising 32% to Rs 41.4 crore and revenue surging 25.8% to Rs 405.9 crore. The board approved issuance of bonus equity shares in a 3:1 ratio, signaling confidence in future growth.
Key Corporate Updates:
Positive:
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Lupin: Launched Topiramate extended-release capsules in the U.S. market, strengthening its specialty and complex generics portfolio and expanding addressable revenue opportunities in regulated markets.
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Cummins India: Declared an interim dividend of ₹20 per share while reporting strong Q3 consolidated performance with revenue from operations at ₹30.06 billion and PAT at ₹4.86 billion, reflecting healthy demand and operating efficiency.
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CCL Products (India): Announced an interim dividend of ₹2.75 per share for FY26; Q3 consolidated revenue stood at ₹10.51 billion with net profit of ₹1.0 billion, supported by stable global coffee demand and margin resilience.
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Transport Corporation of India: Declared first interim dividend of ₹9 per share for FY26; Q3 consolidated revenue came in at ₹12.49 billion with net profit of ₹1.15 billion, indicating steady growth across logistics and supply-chain services.
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Berger Paints India: Commenced commercial production at its Hindupur facility, which is expected to reduce logistics and production costs while supporting future volume growth in South India.
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Waaree Energies: Secured an order for supply of 150 MW solar modules, enhancing near-term revenue visibility and reinforcing its position in India’s renewable energy value chain.
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Apollo Tyres: Announced capacity expansion at its Andhra Pradesh plant involving an investment of ₹58.10 billion; declared interim dividend of ₹3.50 per share; reported Q3 consolidated revenue of ₹77.43 billion and profit of ₹4.71 billion, reflecting strong replacement demand and export momentum.
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Hilton Metal Forging: Board approved fundraising of up to ₹280 million through equity shares, aimed at supporting balance sheet strength and future growth initiatives.
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Marico: Approved acquisition of Cosmix Wellness through purchase of paid-up share capital from founders and strategic investment, with total deal value of ₹2.26 billion, marking entry into the fast-growing wellness and nutrition segment.
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Jubilant Ingrevia: Declared interim dividend of ₹2.50 per share; Q3 consolidated revenue reported at ₹10.51 billion with net profit of ₹469 million, driven by recovery in specialty chemicals demand.
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Coal India: Approved renewable energy JV with CJPRVUNL in Uttar Pradesh; sanctioned project cost of ₹208.86 billion with 70:30 debt-equity structure; approved equity infusion of ₹31.33 billion, additional ₹31.90 billion investment in BCGCL, and incorporation of a holding company in Chile, reflecting diversification into clean energy and overseas assets.
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Metropolis Healthcare: Approved bonus issue of equity shares and sale of EQAS division to a subsidiary for consideration up to ₹12.5 million; Q3 consolidated revenue stood at ₹4.06 billion with net profit of ₹413.9 million, supported by diagnostics volume growth.
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Shipping Corporation of India: Received income tax refund amounting to ₹2.0 billion, providing a one-time cash flow boost.
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Mishra Dhatu Nigam (MIDHANI): Secured an order worth ₹1.58 billion, strengthening its defence and aerospace order book visibility.
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Advait Energy Transitions: Received work order valued at ₹200 million, supporting revenue inflows in the energy transition segment.
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Asian Granito India: Board approved entry into Vietnam market through a subsidiary; Q3 consolidated revenue stood at ₹4.24 billion with net profit of ₹200.7 million, indicating steady profitability amid expansion plans.
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Newgen Software Technologies: Executed an international agreement valued at AED 5.3 million, reinforcing its global digital transformation footprint.
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Force Motors: Exploring acquisition of Veera Tanneries with expected completion before March 31, 2026; reported Q3 consolidated revenue of ₹21.29 billion and net profit of ₹4.06 billion, reflecting steady automotive demand.
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Hexaware Technologies: Reported Q3 consolidated revenue of ₹34.78 billion and net profit of ₹2.92 billion, indicating stable growth in IT services engagements.
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GRM Overseas: Reported Q3 consolidated revenue of ₹4.83 billion and PAT of ₹191.4 million, reflecting steady performance in the rice export business.
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Automotive Axles: Reported Q3 revenue of ₹5.62 billion and profit of ₹388.1 million; appointed Raman K as interim CFO.
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JSW Cement: Reported Q3 revenue of ₹14.79 billion and standalone profit of ₹1.49 billion; re-appointed Parth Jindal as Managing Director, ensuring leadership continuity.
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Timken India: Reported Q3 consolidated revenue of ₹7.8 billion and net PAT of ₹545.6 million, supported by industrial demand.
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Lloyds Engineering Works: Reported Q3 consolidated revenue ₹2.72 bn and net profit ₹610.3 mn.
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Butterfly Gandhimathi Appliances: Reported Q3 revenue ₹2.45 bn and net profit ₹107.7 mn.
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Aurionpro Solutions: Reported Q3 consolidated revenue ₹3.71 bn and net profit ₹421.5 mn.
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Avalon Technologies: Reported Q3 consolidated revenue of ₹4.18 billion and net profit of ₹326 million, reflecting stable execution.
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Tata Power: Management indicated intent to divest select international assets; confirmed full mining quota for Kaltim Prima mine in Indonesia; nearing signing of PPA for Mundra plant; Q3 consolidated revenue stood at ₹139.48 billion with net profit of ₹7.72 billion.
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Tata Steel: Court extended interim protection till judgement; two writ petitions reserved for judgement relating to Sukinda chromite block.
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Sandur Manganese & Iron Ores: Reported Q3 consolidated revenue ₹12.09 bn and net profit ₹1.16 bn.
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Sammaan Capital: Reported Q3 consolidated total revenue ₹21.58 bn and profit ₹3.14 bn.
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Pokarna: Reported Q3 consolidated revenue ₹1.35 bn and net profit ₹203.7 mn.
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OCCL: Reported Q3 revenue ₹1.14 bn and profit ₹65.3 mn.
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iWare Supplychain Services: Received LOA from CWC for SAMO at Kandla Port.
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Andhra Paper: Reported Q3 revenue ₹4.19 bn and net PAT ₹98.5 mn.
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Kalpataru Projects International: Reported Q3 consolidated revenue ₹66.65 bn and net profit ₹1.52 bn.
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Tamilnadu Petroproducts: Reported Q3 consolidated revenue ₹4.21 bn and net PAT ₹198.8 mn.
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Global Health: Reported Q3 consolidated revenue ₹11.21 bn and net PAT ₹950.2 mn.
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Rane (Madras): Reported Q3 consolidated revenue ₹10.15 bn and profit ₹305.2 mn.
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Bajaj Holdings & Investment: Reported Q3 consolidated total revenue ₹2.88 bn and net profit ₹20.16 bn.
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Gallantt Ispat: Reported Q3 consolidated revenue ₹10.74 bn and net profit ₹1.0 bn.
Negative:
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InterGlobe Aviation (IndiGo): India’s competition regulator ordered a probe following mass flight cancellations in December, posing regulatory and reputational risks.
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Kerala Ayurveda: Received settlement order from SEBI, indicating closure of regulatory proceedings but highlighting prior compliance concerns.
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eMudhra: Denied financial fraud allegations made by 3i Infotech and stated it will contest the matter through legal recourse, creating near-term legal and reputational overhang.
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Wardwizard Innovations & Mobility: CFO Deepakkumar Doshi resigned effective February 4, 2026, potentially impacting near-term financial leadership continuity.
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Sanmit Infra: CEO Shlok Sanjay Makhija resigned, prompting leadership transition risk.
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Norris Medicines: CFO Iqubal Patel resigned, indicating a change in senior financial management.
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Sterlite Technologies: Proposed to raise funds via equity shares/securities, which could lead to equity dilution for existing shareholders.
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Trent: Recorded a one-time charge of ₹261.1 million in Q3 related to implementation of new labour codes, impacting reported profitability.
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Keystone Realtors: Reported Q3 consolidated revenue ₹2.66 bn and net profit ₹33.8 mn.
Neutral / Others
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Power Grid Corporation of India: Government sanctioned merger of 17 subsidiaries into 2 entities, aimed at operational simplification and efficiency.
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Axis Bank: Clarified that it is evaluating growth opportunities in the ordinary course and denied being in the lead to acquire CreditAccess Grameen.
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Wipro: Joined MIT’s Industrial Liaison Program to enhance collaboration in research and innovation.
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Power Finance Corporation: Two units of PFC Consulting transferred to Power Grid Corporation of India and Enerica Infra.
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NHPC: Proposed cancellation of MoU with GEDCOL for JV formation; proposed withdrawal of nominee director from PTC India board; declared dividend of ₹1.40/share; reported Q3 consolidated revenue ₹22.21 bn and net profit ₹2.19 bn.
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Samyak International: To disinvest 51.40% in Digital Micron Roto Print; consideration from sale ₹12.1 mn.
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Westlife Foodworld: Executive indicated plan to open 20–25 stores in Q4.
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Quest Flow Controls (Unlisted): Expects faster entry into North American market after U.S. import tariffs reduced to 18%.
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LPL Financial (Foreign): Opened global capability center in Hyderabad.
Non-Corporate, Unlisted & Foreign / Macro
1) Air India (Unlisted): Internal memo noted no issues found with fuel control switches in inspections; re-inspection completed on all operational Boeing 787s; flight deck controls/switches to be operated per documented OEM and company SOPs.
2) India Govt Bonds: India 10-year benchmark government bond yield ended at 6.6972% vs previous close 6.7245%.
3) RBI / FX Swaps: RBI received bids worth $25.03 bn at USD/INR buy/sell swap auction; accepted $10 bn (notified $10 bn) with cut-off premium ₹7.48.
4) India Govt (Diplomatic): Official visit of PM Narendra Modi to Kuala Lumpur, Malaysia scheduled Feb 7–8, 2026.
5) Civil Aviation (India): Ministry said Turkish Airlines flight (Kathmandu–Istanbul) diverted to Kolkata after reporting fire/one-engine failure; fire reported under control and flight proceeded to Kolkata.
6) Russia / Energy: Sources cited internal estimates indicating Russia’s 2026 energy revenues may be below plan; deficit could widen to 3.536–4.4% of GDP vs 1.6% official target amid lower revenues and higher spending; calculations referenced reduced Indian oil purchases in 2026.
7) Russia Foreign Ministry: Commented that India buying Russian oil is beneficial and supports market stability; said it has no reason to believe India has changed approach.
8) Kremlin: Stated it is aware Russia is not India’s only supplier and it has not seen new developments regarding India and Russian oil.
9) BlackRock: Chair commented on AI investment urgency vs China, views on AI bubble risk, and long-term India outlook.
10) Novo Nordisk: CEO stated Wegovy pill uptake justifies reduced price and described pricing strategy as responsible rather than a gamble.
Bulk Deals:
Gokaldas Exports
Societe Generale, the French bank, has bought 5.02 lakh shares, equivalent to a 0.68 percent stake in Gokaldas Exports, at Rs 807.18 per share for a total consideration of Rs 40.5 crore.
Block Deals
Aditya Birla Capital
BNP Paribas Financial Markets acquired 20.91 lakh shares, representing a 0.07% stake in Aditya Birla Capital, at Rs 344 per share for Rs 71.93 crore from Societe Generale through a bulk deal.
Federal Bank
BNP Paribas Financial Markets purchased 31 lakh shares, or a 0.12% stake, in Federal Bank at Rs 287 per share, amounting to Rs 88.97 crore, as Societe Generale exited the position via a bulk transaction.
Indian Bank
BNP Paribas Financial Markets bought 6.18 lakh shares, equivalent to a 0.02% stake, in Indian Bank at Rs 873 per share for Rs 53.95 crore from Societe Generale in a bulk deal.
NALCO (National Aluminium Company)
BNP Paribas Financial Markets acquired 11.2 lakh shares, or a 0.06% stake, in National Aluminium Company (NALCO) at Rs 374 per share for Rs 41.88 crore from Societe Generale.
On-going IPO:
Last Date 06-Feb
NFP Sampoorna Foods Ltd (NSE SME)
Grover Jewels Ltd (NSE SME)
Brandman Retail Ltd (NSE SME)
Upcoming IPO:
06-Feb to 10-Feb
Biopol Chemicals Ltd (NSE SME)
PAN HR Solution Ltd (BSE SME)
09-Feb to 11-Feb
Marushika Technology Ltd (NSE SME)
Securities Trading Ex-Dividend on February 5, 2026
Cholamandalam Investment and Finance Company Ltd, GAIL (India) Ltd, Dr. Lal PathLabs Ltd, MOIL Ltd, Procter & Gamble Hygiene and Health Care Ltd, Styrenix Performance Materials Ltd, Sun Pharmaceutical Industries Ltd, Wheels India Ltd
Securities Trading Ex-Rights Issue on February 5, 2026
PVV Infra Ltd
Securities Trading Ex-Income Distribution (RITES) on February 5, 2026
Nexus Select Trust (REIT)
Securities Under F&O Ban on February 5, 2026
SAMMAANCAP
Source: WOWNEWS24X7, Moneycontrol, Investing.com
