Global Market Futures (as of 06:15 AM IST)
US Market (Futures)
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Nasdaq: -0.13%
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Dow Jones: +0.08%
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S&P 500: -0.03%
European (Futures)
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Ftse 100: +0.04%
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Cac 40: +0.15%
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Dax: -0.02%
Asian (Live Markets)
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NIKKEI 225: -1.12%
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KOSPI: +0.10%
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ASX 200: -0.10%
Gift Nifty: 25779.50 (-0.33%)
FII and DII Trading Activity February 3, 2026 in Cash market:
FIIs / FPIs: Net Buy of ₹5,236.28 crore
DIIs: Net Buy of ₹1,014.24 crore
Commodity Market Updates:
International commodity markets traded mostly higher, with broad-based gains across precious metals and energy. Gold strengthened sharply, with the GC contract rising to 5,012.15, while spot gold (XAU/USD) climbed to 4,990.27, supported by safe-haven demand. Silver outperformed, jumping over 2% to 85.015, reflecting strong investment and industrial sentiment. Base metals were relatively subdued, with copper edging up modestly to 6.1033, signaling cautious optimism on global growth. Energy markets remained firm as WTI crude advanced to 63.87 and Brent crude rose to 67.82, driven by supply concerns and improving demand expectations. In contrast, natural gas eased to 3.347, pressured by ample inventories and weaker near-term consumption trends.
Key Results Today:
Bajaj Finserv, Tata Power Company, Apollo Tyres, Cummins India, Devyani International, Emami, Emcure Pharmaceuticals, Force Motors, Hexaware Technologies, Ivalue Infosolutions, JSW Cement, Kalpataru Projects International, Metropolis Healthcare, Apeejay Surrendra Park Hotels, TeamLease Services, Tube Investments of India, Trent, and Zuari Agro Chemicals will release their quarterly earnings today.
Key Corporate Earnings:
Bajaj Finance – Q3 (Consolidated YoY)
Bajaj Finance reported a 6% YoY decline in profit to ₹4,066 crore from ₹4,308 crore, despite strong 21% growth in net interest income to ₹11,317 crore. Results were impacted by accelerated ECL provisions of ₹1,406 crore and labour code costs of ₹265 crore, while asset quality saw marginal deterioration.
Godrej Agrovet – Q3 (Consolidated YoY)
Godrej Agrovet’s Q3 profit remained largely flat, slipping marginally by 0.1% to ₹109.73 crore, even as revenue grew a healthy 11% to ₹2,718.3 crore. Earnings were weighed down by labour code-related costs of ₹30.44 crore, absent in the previous year.
Aditya Birla Capital – Q3 (Consolidated YoY)
Aditya Birla Capital delivered a strong Q3 performance, with profit surging 41% YoY to ₹983 crore and revenue rising 30% to ₹14,181 crore. Growth was supported by robust expansion in lending activities, with the total lending portfolio increasing 30% to ₹1.90 lakh crore.
Firstsource Solutions – Q3 (Consolidated YoY)
Firstsource Solutions saw profit decline 25% YoY to ₹120.3 crore despite an 18.2% rise in revenue to ₹2,467.4 crore. Profitability was hit by an exceptional loss of ₹100.1 crore, compared with exceptional gains of ₹8.8 crore in the corresponding quarter last year.
Mankind Pharma – Q3 (Consolidated YoY)
Mankind Pharma reported a steady Q3 performance, with profit rising 7.5% YoY to ₹408.8 crore and revenue growing 11.5% to ₹3,567.2 crore. Growth was driven by strong domestic formulations demand, helping offset cost pressures during the quarter.
Castrol India – Q3 (YoY)
Castrol India’s Q3 profit declined 9.8% YoY to ₹244.7 crore, even as revenue increased 6.4% to ₹1,439.9 crore. Earnings were impacted by an exceptional loss of ₹22.53 crore, compared to no exceptional items reported in the year-ago period.
Kansai Nerolac Paints – Q3 (Consolidated YoY)
Kansai Nerolac Paints reported a sharp 82.2% YoY plunge in profit to ₹121.4 crore, largely due to an exceptional loss of ₹44.7 crore versus a ₹629.51 crore gain last year. Revenue, however, rose modestly by 3.1% to ₹1,982 crore.
Nazara Technologies – Q3 (Consolidated YoY)
Nazara Technologies’ Q3 performance weakened, with profit plunging 35.4% YoY to ₹8.8 crore and revenue declining 24% to ₹406 crore. Lower contribution from core gaming segments and a sharp 48.3% drop in other income further pressured overall profitability.
Aarti Drugs – Q3 (Consolidated YoY)
Aarti Drugs posted a 9.4% YoY increase in profit to ₹40.5 crore, supported by 8.1% revenue growth to ₹601.7 crore. However, earnings quality was impacted by a steep 89.7% decline in other income to ₹1.23 crore from ₹11.9 crore.
Restaurant Brands Asia – Q3 (Consolidated YoY)
Restaurant Brands Asia narrowed its Q3 loss to ₹43.5 crore from ₹50.3 crore last year, aided by an 11.8% YoY rise in revenue to ₹714.7 crore. Improved same-store sales and operational efficiencies supported better performance during the quarter.
Sheela Foam – Q3 (Consolidated YoY)
Sheela Foam delivered a strong turnaround, with Q3 profit surging 212.9% YoY to ₹52.57 crore. Revenue also grew 11.1% to ₹1,074.4 crore, driven by improved margins, operating leverage, and sustained demand across its mattress and comfort solutions portfolio.
Triveni Turbine – Q3 (Consolidated YoY)
Triveni Turbine’s Q3 profit was largely flat, dipping marginally by 0.3% YoY to ₹92.1 crore. However, revenue posted strong growth of 24% to ₹624 crore, reflecting healthy execution of industrial and export orders during the quarter.
Pidilite Industries – Q3 (Consolidated YoY)
Pidilite Industries reported a solid Q3, with profit rising 12% YoY to ₹623.84 crore and revenue increasing 10.1% to ₹3,709.9 crore. Performance was supported by volume-led growth, brand strength, and improved operating efficiencies across key product segments.
V2 Retail – Q3 (Consolidated YoY)
V2 Retail delivered robust growth, with Q3 profit surging 99.4% YoY to ₹102.06 crore. Revenue also jumped sharply by 57.2% to ₹929.2 crore, driven by aggressive store expansion, improved footfalls, and strong demand across value-fashion categories.
JK Lakshmi Cement – Q3 (Consolidated YoY)
JK Lakshmi Cement reported a 23.7% YoY decline in Q3 profit to ₹57 crore, despite revenue rising 6.1% to ₹1,588.4 crore. Profitability was impacted by higher costs and an exceptional loss of ₹19.09 crore, compared with none in the year-ago quarter.
Key Corporate Updates:
Positive:
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NTPC Green Energy Ltd: The company has declared commercial operation of the second phase of its 125 MW Bhadla Solar PV project, reinforcing NTPC Group’s renewable energy capacity expansion and clean energy transition plans.
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Trualt Bioenergy: The company reported a strong Dec-quarter performance with consolidated revenue from operations at ₹7.13 bn and net profit at ₹693.3 mn, reflecting healthy operational efficiency and demand momentum.
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Lloyds Metals and Energy: Lloyds Metals posted robust Dec-quarter results with consolidated revenue of ₹49.09 bn and net PAT of ₹10.47 bn, and announced plans to increase pellet plant capacity at Konsari, indicating continued volume growth and capex-led expansion.
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Rashi Peripherals: The company delivered solid Dec-quarter earnings with revenue at ₹40.3 bn and net profit at ₹735.5 mn, while appointing Rajesh Goenka as CEO with immediate effect to strengthen leadership and execution.
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DLF Ltd: DLF signed agreements to sell 17.75 acres of land to Gangapurna Projects for ₹2.60 bn and executed a separate deal to sell its IT/ITES SEZ undertaking for ₹4.1 bn, supporting asset monetisation and balance sheet optimisation.
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South Indian Bank: The RBI has approved the appointment of Jose Joseph Kattoor as Non-Executive Part-Time Chairman, providing leadership stability and governance continuity.
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IRFC: Indian Railway Finance Corporation signed a strategic MoU for Tuticorin Port development, expanding its role in financing large-scale infrastructure projects beyond railways.
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Dr. Agarwal’s Health Care: The company reported Dec-quarter consolidated revenue from operations of ₹5.3 bn and net profit of ₹337.4 mn, reflecting steady growth in its healthcare services business.
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Promax Power Ltd: The company acquired a 63.76% stake in Promax Solar One Hubli, strengthening its presence in the renewable energy and solar power segment.
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Power Grid Corporation: Power Grid acquired SR and ER Power Transmission Ltd, further enhancing its transmission asset portfolio and long-term regulated returns visibility.
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NLC India: NLC India Renewables received an award for a 600 MW project, underscoring progress in scaling up its renewable energy pipeline.
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Excel Industries: The company reported Dec-quarter revenue of ₹2.34 bn and PAT of ₹84.4 mn, indicating stable performance despite a challenging operating environment.
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Poddar Pigments: Poddar Pigments commissioned a 3.51 MW solar power plant in Rajasthan, supporting energy cost reduction and sustainability initiatives.
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Aarti Drugs: Aarti Drugs posted Dec-quarter revenue of ₹6.02 bn and net profit of ₹405.4 mn, and declared an interim dividend of ₹2 per share, reflecting healthy profitability and shareholder returns.
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V2 Retail Ltd: The company announced a 1:10 stock split to improve liquidity, while reporting strong Dec-quarter results with revenue of ₹9.29 bn and net profit of ₹1.02 bn.
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Vakrangee Ltd: The RBI renewed authorisation for Vakrangee White Label ATMs, supporting continuity of its financial inclusion and ATM network operations.
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Sheela Foam Ltd: Sheela Foam reported Dec-quarter revenue of ₹10.74 bn and net profit of ₹521.3 mn, and completed allotment of equity shares to Kurlon shareholders following the merger.
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Triveni Turbine Ltd: The company reported Dec-quarter revenue of ₹6.24 bn, declared an interim dividend of ₹2.25 per share, and re-appointed Nikhil Sawhney as Vice Chairman and Managing Director, ensuring leadership continuity.
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Pidilite Industries: Pidilite posted strong Dec-quarter results with revenue from operations of ₹37.1 bn and net profit of ₹6.18 bn, driven by steady demand across consumer and industrial segments.
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Infosys: Infosys collaborated with Citizens to launch an AI-first innovation hub, strengthening its position in advanced digital and artificial intelligence-led solutions.
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STL Networks Ltd: STL Networks secured fresh orders worth ₹1.75 bn and emerged as the lowest bidder for a NICSI contract, improving near-term revenue visibility.
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Container Corporation of India: The company signed an MoU to form a joint venture, BCSL, for container vessel operations, expanding its logistics and multimodal transport capabilities.
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JK Lakshmi Cement: The company reported Dec-quarter revenue of ₹15.88 bn and net profit of ₹581.2 mn, reflecting stable cement demand and operational efficiency.
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Ganesh Green Bharat Ltd: The company received a work order worth ₹505.3 mn for supply of solar PV modules, strengthening its renewable energy order book.
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Bajaj Finance: Bajaj Finance reported strong Dec-quarter results with consolidated interest income of ₹186.56 bn and net profit of ₹39.78 bn, highlighting resilient asset quality and earnings momentum.
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Rubicon Research Ltd: The company posted Dec-quarter revenue of ₹4.76 bn and net profit of ₹728 mn, indicating sustained growth in its pharma manufacturing business.
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Choice International Ltd: Choice International reported Dec-quarter revenue of ₹3.03 bn and profit of ₹656.2 mn, supported by healthy performance across financial services segments.
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Godrej Agrovet Ltd: The company delivered Dec-quarter revenue of ₹27.18 bn and net profit of ₹1.15 bn, driven by improved performance across animal feed and agri-business segments.
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Varroc Engineering Ltd: Varroc won a strategic contract from a global EV OEM, with estimated annual business value at peak capacity of ₹4.39 bn, strengthening its EV components portfolio.
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Action Construction Equipment Ltd: The company reported Dec-quarter revenue of ₹8.55 bn and net profit of ₹1.16 bn, reflecting strong execution and demand in construction equipment.
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Indian Energy Exchange: IEX achieved a record monthly electricity traded volume of 13,050 MU in January, marking 19.6% YoY growth and strong power market participation.
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Aditya Birla Capital: The company approved fundraising via issuance of debt securities and reported Dec-quarter net profit from continuing operations of ₹9.45 bn, supporting growth and capital adequacy.
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Mankind Pharma: Mankind Pharma posted Dec-quarter revenue of ₹35.67 bn and net profit of ₹4.09 bn, reflecting strong branded formulations performance.
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Castrol India Ltd: The company reported Dec-quarter revenue of ₹14.40 bn and PAT of ₹2.45 bn, and declared a dividend of ₹5.25 per share.
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NBCC (India) Ltd: NBCC secured new orders worth ₹2.71 bn, enhancing order book visibility.
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Foreign Institutional Investors: FIIs were net buyers of Indian equities worth ₹52.36 bn, marking the highest inflows since October 28, 2025, and indicating improving investor sentiment.
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Kansai Nerolac Paints: The company reported Dec-quarter revenue of ₹19.82 bn and net profit of ₹1.21 bn, broadly in line with expectations.
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Meta Infotech Ltd: Meta Infotech received fresh purchase orders aggregating ₹139.5 mn.
Negative:
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Dishman Carbogen Amcis: The company reported a Dec-quarter net loss of ₹129.7 mn despite revenue of ₹7.20 bn, reflecting margin pressure.
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STL Networks Ltd: STL Networks reported a Dec-quarter loss after tax of ₹105.1 mn, indicating continued earnings stress.
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SignatureGlobal (India) Ltd: The company posted a Dec-quarter net loss of ₹453.4 mn despite revenue of ₹2.84 bn, impacted by higher costs and project execution expenses.
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Restaurant Brands Asia: The company reported a Dec-quarter net loss of ₹435.4 mn with revenue of ₹7.15 bn, reflecting continued pressure on profitability.
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BGR Energy Systems Ltd: Tamil Nadu Transmission Corporation terminated an EPC contract with the company, impacting near-term order book.
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Vivimed Labs Ltd: State Bank of India filed a complaint alleging financial irregularities, while the CFO and Company Secretary received notices from the CBI, increasing regulatory and legal risk.
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Indian Toners & Developers Ltd: Surya Pratap Singh resigned as Chief Financial Officer.
Neutral / Others:
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ADF Foods Ltd: The company appointed Srinivas Ayyagari as Chief Financial Officer.
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Sterling Tools Ltd: Sterling Tools re-appointed Atul Aggarwal as Managing Director.
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Ind Renewable Energy: The company announced plans to raise ₹1 bn via preferential issue.
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Saptak Chem and Business Ltd: Rohitkumar Parikh resigned as Managing Director.
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JSW Infrastructure: The company clarified that the NCLT order does not impact its financials or operations, while noting that TNPPA has filed an appeal against subsidiary ECTPL.
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JSW Energy Ltd: The company stated that it has no plans to invest in nuclear power at present.
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Vikran Engineering Ltd: The company entered into a loan agreement of ₹491.5 mn with Onix Renewable.
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REC Ltd: REC clarified media reports regarding a possible merger of state-run entities PFC and REC.
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Dar Credit & Capital Ltd: The company approved issuance of NCDs aggregating up to ₹200 mn.
Non-Corporate, Unlisted & Foreign / Macro:
1) India–US Trade Developments: Indian and US officials indicated that a framework trade pact is likely to be signed soon, with India agreeing to reduce tariffs on industrial goods while safeguarding sensitive agricultural and dairy sectors.
2) USTR Greer Commentary: The US highlighted opportunities for India to diversify supply chains, reduce tariffs on US exports, and align technical standards, while noting ongoing protection in select agricultural segments.
3) Bond Market: India’s 10-year benchmark government bond yield eased to 6.7245%, indicating stable interest rate expectations.
4) Indonesia Coal Market: Indonesian miners halted spot coal exports after the government proposed deep production cuts, potentially tightening global coal supply.
5) Siemens Energy (Germany): Siemens Energy announced a $1 bn investment to expand its US grid and turbine business, including a new factory in Mississippi and creation of over 1,500 jobs.
6) RBI Announcement: The RBI directed all agency banks to remain open for public transactions on March 31, 2026.
7) Russia Energy Statements: Russian officials stated that commodity resources remain in demand amid speculation around potential changes in Indian oil import patterns.
8) Indian Aviation Sector: The aviation regulator reported that wing tips of Air India and IndiGo aircraft touched while taxiing at Mumbai airport; both aircraft were returned to bay for inspections, highlighting operational safety concerns at congested airports.
Bulk Deals:
Ramco Systems:
Promoter Ramco Management increased its holding by buying 10.2 lakh shares, or 2.7 percent equity, at Rs 500.02 per share for Rs 51 crore. In contrast, HDFC Mutual Fund sold 9.74 lakh shares at Rs 499.2 per share. As of December 2025, HDFC AMC’s Balanced Advantage Fund held a 5.45 percent stake.
Capacite Infraprojects:
Singularity AMC-owned Singularity Equity Fund I exited part of its investment in Capacite Infraprojects by selling 6.21 lakh shares, representing a 0.73 percent stake. The transaction was executed at Rs 227.39 per share, translating into a deal value of approximately Rs 14.12 crore.
Vardhman Polytex:
Pine Oak Global Fund acquired a significant 5.18 percent stake in Vardhman Polytex by purchasing 1.5 crore shares at Rs 6.9 per share. The transaction, valued at Rs 10.35 crore, was executed through a bulk deal with seller Raminder Pal Singh.
Candour Techtex:
Pine Oak Global Fund further expanded its exposure by buying 1 lakh shares of Candour Techtex at Rs 149.45 per share. The acquisition, worth around Rs 1.49 crore, signals continued investor interest in smaller textile and apparel-linked companies through strategic bulk transactions.
IPO Listing Today:
SME Listing:
Msafe Equipments, Accretion Nutraveda, Kanishk Aluminium India
On-going IPO:
NIL
Upcoming IPO:
(04-Feb to 06-Feb)
NFP Sampoorna Foods Ltd (NSE SME)
Grover Jewels Ltd (NSE SME)
Brandman Retail Ltd (NSE SME)
(06-Feb to 10-Feb)
Biopol Chemicals Ltd (NSE SME)
Securities Trading Ex-Dividend on February 4, 2026
Alldigi Tech Ltd, Apcotex Industries Ltd, Carborundum Universal Ltd, Coromandel International Ltd, Crizac Ltd, Dolat Algotech Ltd, Flair Writing Industries Ltd, Great Eastern Shipping Company Ltd, Gillette India Ltd, Indian Energy Exchange Ltd, ITC Ltd, KPIT Technologies Ltd, MAS Financial Services Ltd
Securities Trading Ex-Income Distribution on February 4, 2026
Cube Highways Trust (InvIT), Vertis Infrastructure Trust (InvIT)
Securities Under F&O Ban on February 4, 2026
SAMMAANCAP
Source: WOWNEWS24X7, Moneycontrol, Investing.com
