< -5%

-5% to -3%

Sharvaya Metals

Maan Aluminium

Sudal Ind

Century Extr

Sampat Aluminiu

Baheti

Hardwyn

PG Foils

MMP Industries

Sacheta Metals

Golkonda Alum

Euro Panel

NALCO

-3% to 0%

Galada Telecom

GSM Foils

Arfin India

Synthiko Foils

ANB Metal Cast

Nirav Comm

0% to 3%

Hind Aluminium

3% to 5%

Manaksia Alumin

Indian IT stocks dropped after CLSA's cautious note before Q3 FY26 earnings., CLSA downgraded HCLTech and Tech Mahindra, citing limited near-term upside, Infosys, HCLTech, and Wipro shares dropped over 2 percent each

* Indian IT stocks dropped after CLSA's cautious note before Q3 FY26 earnings.
* CLSA downgraded HCLTech and Tech Mahindra, citing limited near-term upside
* Infosys, HCLTech, and Wipro shares dropped over 2 percent each

Indian IT stocks fell on January 5 after CLSA advised reducing positions due to expected weak Q3 FY26 earnings. Nifty IT index dropped over 1.6%. CLSA downgraded HCLTech and Tech Mahindra, but still favors Persistent Systems, Coforge, Infosys, and Tech Mahindra.

shorts/business/infosys-hcltech-shares-fall-2-as-clsa-says-trim-your-positions-expects-soft-q3-earnings-for-it-sector

* Indian IT stocks dropped after CLSA's cautious note before Q3 FY26 earnings.
* CLSA downgraded HCLTech and Tech Mahindra, citing limited near-term upside
* Infosys, HCLTech, and Wipro shares dropped over 2 percent each

The shares of Indian IT companies dropped in trade on January 5 after CLSA issued a cautious note, advising investors to reduce their positions as the upcoming Q3 FY26 earnings are expected to be soft.

The sharp rise in the share prices pushed the <a href="https://www.moneycontrol.com/indian-indices/nifty-it-19.html">Nifty IT index</a> down more than 1.6 percent to 37,698.95, as seen at 11 am on Monday.
<h3>Here's what CLSA said:</h3>
CLSA in its latest note said that the Nifty IT index has recently outperformed the broader Nifty index, pushing the valuations closer to fair levels and limiting near-term upside, CNBC-TV18 reported.

The international brokerage has downgraded <a href="https://www.moneycontrol.com/india/stockpricequote/computers-software/hcltechnologies/HCL02">HCLTech</a> shares to 'Hold' from ‘Outperform’, and cut its rating for Tech Mahindra to 'Outperform' from 'High Conviction Outperform'.

CLSA has also removed <a href="https://www.moneycontrol.com/india/stockpricequote/computers-software/techmahindra/TM4">Tech Mahindra</a> from its ‘Focus List’, noting down concerns over the firm’s revenue growth recovery over the past 18 months not being at par with its own estimates or Street expectations.

It added that HCL Technologies is currently trading at around a 5 percent valuation premium, in comparison with peers like TCS and Infosys.

CLSA continues to favour <a href="https://www.moneycontrol.com/india/stockpricequote/computers-software/persistentsystems/PS15">Persistent Systems</a> and <a href="https://www.moneycontrol.com/india/stockpricequote/computers-software/coforge/NII02">Coforge</a> among mid-cap IT stocks, while <a href="https://www.moneycontrol.com/india/stockpricequote/computers-software/infosys/IT">Infosys</a> and Tech Mahindra remain its preferred picks in the large-cap space.
<h3>IT stocks today:</h3>
Infosys, HCLTech and <a href="https://www.moneycontrol.com/india/stockpricequote/computers-software/wipro/W">Wipro</a> shares fell more than 2 percent each, while Persistent Systems shares were down around 2 percent. Tech Mahindra and Tata Consultancy Services (<a href="https://www.moneycontrol.com/india/stockpricequote/computers-software/tataconsultancyservices/TCS">TCS</a>) shares fell more than 1 percent each, while Mphasis and Coforge shares were trading in the red with marginal losses.

<a href="https://www.moneycontrol.com/india/stockpricequote/computers-software/ltimindtree/LI12">LTIMindtree </a>shares bucked the trend to trade in the green with marginal gains.

Disclaimer: The views and investment tips expressed by experts on Moneycontrol are their own and not those of the website or its management. Moneycontrol advises users to check with certified experts before taking any investment decisions.

Ownership, Material Conflicts of Interest and Disciplinary History

MCD is a wholly owned subsidiary of Network 18 Media & Investments Ltd ("Network18"), in which Independent Media Trust (IMT) holds 56.89% stake. Reliance Industries Limited ("RIL") is the sole beneficiary of IMT. Network18 and RIL and their subsidiaries, joint ventures and associates can be considered as associates of MCD.

Details of Associate

Receipt of Compensation

Third-Party Compensation

Employment History

Market-Making Activities

Use of Artificial Intelligence

Infosys, HCLTech shares fall 2% as CLSA says 'trim your positions', expects soft Q3 earnings for IT sector

IT Stocks: Infosys, HCLTech shares fall 2% as CLSA says 'trim your positions', expects soft Q3 earnings for IT sector

The shares of Indian IT companies dropped in trade on January 5 after CLSA issued a cautious note, advising investors to reduce their positions as the upcoming Q3 FY26 earnings are expected to be soft.

The sharp rise in the share prices pushed the Nifty IT index down more than 1.6 percent to 37,698.95, as seen at 11 am on Monday.
Here's what CLSA said:
CLSA in its latest note said that the Nifty IT index has recently outperformed the broader Nifty index, pushing the valuations closer to fair levels and limiting near-term upside, CNBC-TV18 reported.

The international brokerage has downgraded HCLTech shares to 'Hold' from ‘Outperform’, and cut its rating for Tech Mahindra to 'Outperform' from 'High Conviction Outperform'.

CLSA has also removed Tech Mahindra from its ‘Focus List’, noting down concerns over the firm’s revenue growth recovery over the past 18 months not being at par with its own estimates or Street expectations.

It added that HCL Technologies is currently trading at around a 5 percent valuation premium, in comparison with peers like TCS and Infosys.

CLSA continues to favour Persistent Systems and Coforge among mid-cap IT stocks, while Infosys and Tech Mahindra remain its preferred picks in the large-cap space.
IT stocks today:
Infosys, HCLTech and Wipro shares fell more than 2 percent each, while Persistent Systems shares were down around 2 percent. Tech Mahindra and Tata Consultancy Services (TCS) shares fell more than 1 percent each, while Mphasis and Coforge shares were trading in the red with marginal losses.

LTIMindtree shares bucked the trend to trade in the green with marginal gains.

Disclaimer: The views and investment tips expressed by experts on Moneycontrol are their own and not those of the website or its management. Moneycontrol advises users to check with certified experts before taking any investment decisions.

Oil-linked stocks like ONGC and Reliance rose after US raided Venezuela, Reliance hit a 52-week high, market cap nears Rs 22 lakh crore, US takeover of Venezuela may impact global oil prices and supply

* Oil-linked stocks like ONGC and Reliance rose after US raided Venezuela
* Reliance hit a 52-week high, market cap nears Rs 22 lakh crore
* US takeover of Venezuela may impact global oil prices and supply

Shares of oil-linked firms like ONGC and Reliance rose after the US raided Venezuela and captured President Maduro, raising oil price concerns. Analysts say Reliance may benefit from cheaper crude, while ONGC could receive unpaid dividends from Venezuela.

shorts/business/ril-shares-hit-record-high-ongc-jumps-2-after-us-raids-venezuela-here-s-what-analysts-say

* Oil-linked stocks like ONGC and Reliance rose after US raided Venezuela
* Reliance hit a 52-week high, market cap nears Rs 22 lakh crore
* US takeover of Venezuela may impact global oil prices and supply

Shares of oil-linked companies rose on January 5 after the US raided Venezuela, abducting its President Nicolás Maduro and his wife. Analysts said these stocks may benefit from rising tensions.

Oil &amp; Natural Gas Corporation (<a href="https://www.moneycontrol.com/india/stockpricequote/oil-drillingexploration/oilnaturalgascorporation/ONG">ONGC</a>) shares jumped 2 percent in the early trading hours of Monday, rising to Rs 246.80 apiece to emerge as the top Nifty 50 gainers today. Reliance Industries (<a href="https://www.moneycontrol.com/india/stockpricequote/refineries/relianceindustries/RI">RIL</a>) shares meanwhile rose more than 1 percent to hit a fresh 52-week high of Rs 1,611.8 apiece.

The rise in Reliance Industries' stock has pushed the market value of India’s most valuable company closer to the Rs 22 lakh crore mark.
<h3>US raids Venezuela:</h3>
The US carried out operation ‘Absolute Resolve’, carrying out airstrikes on targets across Venezuela and capturing its President and First Lady. This came after months of mounting military and economic pressure.

"We are going to run the country," US President Donald Trump said, adding that he did not want the Maduro system to continue under a replacement leader. He repeated the framing of an interim US-led handover, "We are going to run the country until such time that we can do a safe, proper and judicious transition."

“We are going to run the country right… It’s going to make a lot of money. They stole our oil,” Trump said, adding, “We’ll be selling large amounts of oil to other countries.”
<h3>Oil prices:</h3>
Oil prices inched up on Monday as investors weighed whether political upheaval in OPEC member Venezuela would disrupt shipments after US President Donald Trump seized Venezuelan President Nicolas Maduro, in a well-supplied market.

However, some analysts expect the development to lower oil prices. Jefferies said that the potential US takeover could lift sanctions on Venezuelan crude exports.

Reliance Industries may source crude at $5–8/bbl discount to Brent, boosting gross revenue margins, Jefferies added. It further said that ONGC could receive around $500 million in unpaid dividends from San Cristobal Field.

Listing out the medium-term risk, Jefferies said that revived Venezuelan output may pressure global crude prices.

Follow all <a href="https://www.moneycontrol.com/">LIVE updates</a> from the stock markets here.

Disclaimer: The views and investment tips expressed by experts on Moneycontrol are their own and not those of the website or its management. Moneycontrol advises users to check with certified experts before taking any investment decisions.

Disclaimer: Moneycontrol is part of the Network18 group. Network18 is controlled by Independent Media Trust, of which Reliance Industries is the sole beneficiary.

RIL shares hit record high, ONGC jumps 2% after US raids Venezuela: Here's what analysts say

RIL share price hit record high, ONGC jumps 2% after US raids Venezuela: Here's what analysts say

Shares of oil-linked companies rose on January 5 after the US raided Venezuela, abducting its President Nicolás Maduro and his wife. Analysts said these stocks may benefit from rising tensions.

Oil &amp;amp; Natural Gas Corporation (ONGC) shares jumped 2 percent in the early trading hours of Monday, rising to Rs 246.80 apiece to emerge as the top Nifty 50 gainers today. Reliance Industries (RIL) shares meanwhile rose more than 1 percent to hit a fresh 52-week high of Rs 1,611.8 apiece.

The rise in Reliance Industries' stock has pushed the market value of India’s most valuable company closer to the Rs 22 lakh crore mark.
US raids Venezuela:
The US carried out operation ‘Absolute Resolve’, carrying out airstrikes on targets across Venezuela and capturing its President and First Lady. This came after months of mounting military and economic pressure.

&quot;We are going to run the country,&quot; US President Donald Trump said, adding that he did not want the Maduro system to continue under a replacement leader. He repeated the framing of an interim US-led handover, &quot;We are going to run the country until such time that we can do a safe, proper and judicious transition.&quot;

“We are going to run the country right… It’s going to make a lot of money. They stole our oil,” Trump said, adding, “We’ll be selling large amounts of oil to other countries.”
Oil prices:
Oil prices inched up on Monday as investors weighed whether political upheaval in OPEC member Venezuela would disrupt shipments after US President Donald Trump seized Venezuelan President Nicolas Maduro, in a well-supplied market.

However, some analysts expect the development to lower oil prices. Jefferies said that the potential US takeover could lift sanctions on Venezuelan crude exports.

Reliance Industries may source crude at $5–8/bbl discount to Brent, boosting gross revenue margins, Jefferies added. It further said that ONGC could receive around $500 million in unpaid dividends from San Cristobal Field.

Listing out the medium-term risk, Jefferies said that revived Venezuelan output may pressure global crude prices.

Follow all LIVE updates from the stock markets here.

Disclaimer: The views and investment tips expressed by experts on Moneycontrol are their own and not those of the website or its management. Moneycontrol advises users to check with certified experts before taking any investment decisions.

Disclaimer: Moneycontrol is part of the Network18 group. Network18 is controlled by Independent Media Trust, of which Reliance Industries is the sole beneficiary.

Defense stocks surged after US raided Venezuela, capturing its President and First Lady., Nifty India Defence index rose nearly 2 percent to its highest in over a month, BEL, HAL, and Paras Defence shares rose significantly.

* Defense stocks surged after US raided Venezuela, capturing its President and First Lady.
* Nifty India Defence index rose nearly 2 percent to its highest in over a month
* BEL, HAL, and Paras Defence shares rose significantly.

Indian defence stocks surged, pushing the Nifty India Defence index up nearly 2%, after the US raided Venezuela and captured President Nicolás Maduro. Shares of BEL, Mtar Technologies, Paras Defence, and others saw significant gains amid rising geopolitical tensions.

shorts/business/defence-stocks-soar-after-us-raids-venezuela-bel-paras-defence-hal-jumps-up-to-5

* Defense stocks surged after US raided Venezuela, capturing its President and First Lady.
* Nifty India Defence index rose nearly 2 percent to its highest in over a month
* BEL, HAL, and Paras Defence shares rose significantly.

The shares of defence companies jumped in trade on January 5 amid heightened geopolitical tensions after US raided Venezuela, abducting its President Nicolás Maduro and his wife.

The sharp rise in the share prices pushed the <a href="https://www.moneycontrol.com/indian-indices/nifty-india-defence-139.html">Nifty India Defence</a> index up nearly 2 percent to 7,931.35, as seen at 10 am. This is the highest level seen by the index in more than a month.
<h3>US raids Venezuela:</h3>
The United States carried out operation 'Absolute Resolve', carrying out airstrikes on targets across Venezuela and capturing its President and First Lady. This came after months of mounting military and economic pressure.

US President Donald Trump said, "We are going to run the country," adding that he did not want the Maduro system to continue under a replacement leader. He repeated the framing of an interim US-led handover, "We are going to run the country until such time that we can do a safe, proper and judicious transition."

“We are going to run the country right… It’s going to make a lot of money. They stole our oil,” Trump said, adding, “We’ll be selling large amounts of oil to other countries.”
<h3>Defence stocks:</h3>
Defence stocks jumped possibly due to expectations of sustained tensions after the development. Mtar Technologies shares jumped more than 5 percent to trade at Rs 2,497 apiece. <a href="https://www.moneycontrol.com/india/stockpricequote/defence/parasdefencespacetechnologies/PDS01">Paras Defence</a> shares followed, rising more than 3 percent each.

<a href="https://www.moneycontrol.com/india/stockpricequote/aerospacedefence/bharatelectronics/BE03">Bharat Electronics</a> (BEL) shares gained nearly 3 percent, emerging as the top gainer on Indian benchmark indices Sensex and Nifty 50. BEML, Astra Microwave Products, <a href="https://www.moneycontrol.com/india/stockpricequote/aerospacedefence/hindustanaeronautics/HAL">Hindustan Aeronautics</a> (HAL), <a href="https://www.moneycontrol.com/india/stockpricequote/aerospacedefence/bharatdynamics/BDL01">Bharat Dynamics</a> (BDL), Data Patterns India and Solar Industries shares rose more than 2 percent each.

<a href="https://www.moneycontrol.com/india/stockpricequote/ship-building/cochinshipyard/CS">Cochin Shipyard</a> and Garden Reach Shipbuilders &amp; Engineers (GRSE) shares gained around 2 percent each, while Zen Technologies and Mazagon Dock Shipbuilders gained over 1 percent each.

Follow all <a href="https://www.moneycontrol.com/news/business/markets/stock-market-live-updates-gift-nifty-indicates-a-strong-start-us-asian-markets-gain-liveblog-13755960.html">LIVE updates</a> from the stock markets here.

Disclaimer: The views and investment tips expressed by experts on Moneycontrol are their own and not those of the website or its management. Moneycontrol advises users to check with certified experts before taking any investment decisions.

Defence stocks soar after US raids Venezuela; BEL, Paras Defence, HAL jumps up to 5%

The shares of defence companies jumped in trade on January 5 amid heightened geopolitical tensions after US raided Venezuela, abducting its President Nicolás Maduro and his wife.

The sharp rise in the share prices pushed the Nifty India Defence index up nearly 2 percent to 7,931.35, as seen at 10 am. This is the highest level seen by the index in more than a month.
US raids Venezuela:
The United States carried out operation 'Absolute Resolve', carrying out airstrikes on targets across Venezuela and capturing its President and First Lady. This came after months of mounting military and economic pressure.

US President Donald Trump said, &quot;We are going to run the country,&quot; adding that he did not want the Maduro system to continue under a replacement leader. He repeated the framing of an interim US-led handover, &quot;We are going to run the country until such time that we can do a safe, proper and judicious transition.&quot;

“We are going to run the country right… It’s going to make a lot of money. They stole our oil,” Trump said, adding, “We’ll be selling large amounts of oil to other countries.”
Defence stocks:
Defence stocks jumped possibly due to expectations of sustained tensions after the development. Mtar Technologies shares jumped more than 5 percent to trade at Rs 2,497 apiece. Paras Defence shares followed, rising more than 3 percent each.

Bharat Electronics (BEL) shares gained nearly 3 percent, emerging as the top gainer on Indian benchmark indices Sensex and Nifty 50. BEML, Astra Microwave Products, Hindustan Aeronautics (HAL), Bharat Dynamics (BDL), Data Patterns India and Solar Industries shares rose more than 2 percent each.

Cochin Shipyard and Garden Reach Shipbuilders &amp;amp; Engineers (GRSE) shares gained around 2 percent each, while Zen Technologies and Mazagon Dock Shipbuilders gained over 1 percent each.

Follow all LIVE updates from the stock markets here.

Disclaimer: The views and investment tips expressed by experts on Moneycontrol are their own and not those of the website or its management. Moneycontrol advises users to check with certified experts before taking any investment decisions.

Sector rotation saw 2024 laggards like metals and banks lead gains in 2025, Realty, IT, and SME IPOs dropped sharply after strong 2024 rallies., Analysts expect fundamentals to drive market trends into early 2026

* Sector rotation saw 2024 laggards like metals and banks lead gains in 2025
* Realty, IT, and SME IPOs dropped sharply after strong 2024 rallies.
* Analysts expect fundamentals to drive market trends into early 2026

A sharp sector rotation in Indian equities saw 2024 laggards like Maruti, Hindalco, and SBI Life surge in 2025, while last year’s leaders fell. Analysts say fundamentals drive gains, with cyclical sectors outperforming and no immediate reversal expected in 2026.

shorts/business/will-sector-rotation-repeat-this-year-turning-2025-s-losers-into-2026-s-winners

* Sector rotation saw 2024 laggards like metals and banks lead gains in 2025
* Realty, IT, and SME IPOs dropped sharply after strong 2024 rallies.
* Analysts expect fundamentals to drive market trends into early 2026

A sharp sector rotation has reshaped the Indian equity market this year, with several indices that lagged in 2024 emerging as frontrunners in 2025, while many of last year’s leaders have slipped down the rankings. The shift has drawn attention to whether the trend can sustain — and whether 2025’s underperformers could become 2026’s winnerss, and vice versa, if past patterns repeat. Historically, such reversals — where laggards become leaders and former outperformers slow — were more common. In the post-Covid phase, however, they have appeared less frequent as a broad rally lifted multiple segments together.

The 2025 saw Maruti Suzuki India, Hindalco Industries and SBI Life Insurance among the biggest gainers in bluechip stocks, each rising more than 50 percent after giving muted returns in 2024. Maruti had climbed just 5 percent in 2024, while Hindalco and SBI Life Insurance had fallen more than 2 percent each. The trend extended to the Bajaj group, where Bajaj Finance and Bajaj Finserv declined around 7 percent in 2024 but surged 44 percent and 30 percent, respectively, in 2025. Within the Tata group, Tata Consumer, Tata Steel and Titan, all weak performers last year, have emerged as notable winners this year.

On the losing side, stocks such as Trent and HCL Tech — strong gainers in 2024 — have reversed course, falling 40 percent and 15 percent in 2025. Power Grid, Infosys and Wipro have slipped between 12 percent and 15 percent this year after recording gains of 20 percent to 30 percent in 2024.

<img class="alignnone size-full wp-image-13756124" src="https://images.moneycontrol.com/static-mcnews/2026/01/20260105030706_Nifty-Leaders.jpg" alt="Nifty Leaders" width="1944" height="4456" />

Deven Choksey, Managing Director at DRChoksey FinServ, said the current market phase reflects a natural rotation, where stocks that outperformed last year may give way to others this year. He noted that many of the names now performing strongly are supported by fundamental strength, which has driven their gains.

Looking ahead to 2026, Choksey said the outlook remains positive, with companies that display clear differentiators likely to deliver better performance. He added that the market’s trajectory will continue to be guided primarily by fundamentals, even as technicals and fundamentals often work in tandem.

Sectoral data reflects the same rotation. The BSE Metal Index has been the standout with gains of 27 percent in 2025, compared with a modest 7 percent rise in 2024. The BSE Private Bank Index, which declined 0.3 percent last year, is up 17.2 percent, while the Bankex has advanced 15.6 percent after a 6.2 percent increase in 2024. At the other end, several of last year’s leaders have cooled. The BSE Realty Index, up 33 percent in 2024, has fallen 17 percent in 2025. The BSE SME IPO Index — the strongest performer in 2024 with a 147.2 percent jump — is down 16.5 percent, while the BSE IT Index, which gained 20 percent last year, has declined 15 percent. Consumer durables, which had slipped 7 percent in 2025, have recovered to gain nearly 29 percent.

Broader market segments have also moderated. The BSE Midcap Index, after rising 26.1 percent in 2024, has edged up just 1.1 percent this year, while the BSE Smallcap Index has fallen 6.6 percent following a 29.3 percent rally. Other sectors including power, utilities, teck, infrastructure, IPOs and healthcare — among the strongest gainers in 2024 — have cooled in 2025.

<img class="alignnone size-full wp-image-13756125" src="https://images.moneycontrol.com/static-mcnews/2026/01/20260105030738_Sectoral-Leaders.jpg" alt="Sectoral Leaders" width="1944" height="3156" />

According to independent research analyst Deepak Jasani, cyclical sectors have been the best performers in 2025, with the exception of realty. Defensives had outperformed in 2024 alongside strong foreign portfolio inflows, but as those flows reversed, attention shifted toward low price-to-earnings cyclical sectors influenced by global drivers such as metal and oil prices, as well as local factors including GST or income-tax changes and interest-rate moves.

He noted that earnings visibility in these sectors has improved, even though structural shifts remain limited and the duration of upcycles varies by industry. SME and small-cap indices, he added, were hurt by overvaluation in 2025 and may take time to stabilize. Reviewing sector reversals, he pointed to the importance of valuations, sentiment, flows and fundamental triggers — and said the conditions of 2025 may continue into early 2026, with no immediate sectoral reversal expected.

Disclaimer: The views and investment tips expressed by investment experts on Moneycontrol.com are their own and not those of the website or its management. Moneycontrol.com advises users to check with certified experts before taking any investment decisions.

Will sector rotation repeat this year, turning 2025’s losers into 2026’s winners?

A sharp sector rotation has reshaped the Indian equity market this year, with several indices that lagged in 2024 emerging as frontrunners in 2025, while many of last year’s leaders have slipped down the rankings. The shift has drawn attention to whether the trend can sustain — and whether 2025’s underperformers could become 2026’s winnerss, and vice versa, if past patterns repeat. Historically, such reversals — where laggards become leaders and former outperformers slow — were more common. In the post-Covid phase, however, they have appeared less frequent as a broad rally lifted multiple segments together.

The 2025 saw Maruti Suzuki India, Hindalco Industries and SBI Life Insurance among the biggest gainers in bluechip stocks, each rising more than 50 percent after giving muted returns in 2024. Maruti had climbed just 5 percent in 2024, while Hindalco and SBI Life Insurance had fallen more than 2 percent each. The trend extended to the Bajaj group, where Bajaj Finance and Bajaj Finserv declined around 7 percent in 2024 but surged 44 percent and 30 percent, respectively, in 2025. Within the Tata group, Tata Consumer, Tata Steel and Titan, all weak performers last year, have emerged as notable winners this year.

On the losing side, stocks such as Trent and HCL Tech — strong gainers in 2024 — have reversed course, falling 40 percent and 15 percent in 2025. Power Grid, Infosys and Wipro have slipped between 12 percent and 15 percent this year after recording gains of 20 percent to 30 percent in 2024.



Deven Choksey, Managing Director at DRChoksey FinServ, said the current market phase reflects a natural rotation, where stocks that outperformed last year may give way to others this year. He noted that many of the names now performing strongly are supported by fundamental strength, which has driven their gains.

Looking ahead to 2026, Choksey said the outlook remains positive, with companies that display clear differentiators likely to deliver better performance. He added that the market’s trajectory will continue to be guided primarily by fundamentals, even as technicals and fundamentals often work in tandem.

Sectoral data reflects the same rotation. The BSE Metal Index has been the standout with gains of 27 percent in 2025, compared with a modest 7 percent rise in 2024. The BSE Private Bank Index, which declined 0.3 percent last year, is up 17.2 percent, while the Bankex has advanced 15.6 percent after a 6.2 percent increase in 2024. At the other end, several of last year’s leaders have cooled. The BSE Realty Index, up 33 percent in 2024, has fallen 17 percent in 2025. The BSE SME IPO Index — the strongest performer in 2024 with a 147.2 percent jump — is down 16.5 percent, while the BSE IT Index, which gained 20 percent last year, has declined 15 percent. Consumer durables, which had slipped 7 percent in 2025, have recovered to gain nearly 29 percent.

Broader market segments have also moderated. The BSE Midcap Index, after rising 26.1 percent in 2024, has edged up just 1.1 percent this year, while the BSE Smallcap Index has fallen 6.6 percent following a 29.3 percent rally. Other sectors including power, utilities, teck, infrastructure, IPOs and healthcare — among the strongest gainers in 2024 — have cooled in 2025.



According to independent research analyst Deepak Jasani, cyclical sectors have been the best performers in 2025, with the exception of realty. Defensives had outperformed in 2024 alongside strong foreign portfolio inflows, but as those flows reversed, attention shifted toward low price-to-earnings cyclical sectors influenced by global drivers such as metal and oil prices, as well as local factors including GST or income-tax changes and interest-rate moves.

He noted that earnings visibility in these sectors has improved, even though structural shifts remain limited and the duration of upcycles varies by industry. SME and small-cap indices, he added, were hurt by overvaluation in 2025 and may take time to stabilize. Reviewing sector reversals, he pointed to the importance of valuations, sentiment, flows and fundamental triggers — and said the conditions of 2025 may continue into early 2026, with no immediate sectoral reversal expected.

Disclaimer: The views and investment tips expressed by investment experts on Moneycontrol.com are their own and not those of the website or its management. Moneycontrol.com advises users to check with certified experts before taking any investment decisions.

Stocks like Avenue Supermarts, Punjab National Bank, Bank of India, CSB Bank, Marico, Coal India, Royal Orchid Hotels, NIBE, Dixon Technologies, Amber Enterprises India, Adani Enterprises, Kiri Industries, and Trident will be in focus on January 5.

shorts/business/stocks-to-watch-today-bajaj-finance-csb-bank-marico-nibe-kiri-industries-ujjivan-sfb-sobha-bank-of-baroda-corona-remedies-in-focus-on-5-january

Let's catch up on the latest news from the stock market. From significant investments to major deals, quarterly earnings, order wins, and appointments, here’s a quick look at which stocks will be in focus in today's trade:

<a href="https://www.moneycontrol.com/markets/earnings/" target="_blank">Results Today</a>

KSH International, Axita Cotton, and CDG Petchem will release quarterly earnings on January 5.

<a href="https://www.moneycontrol.com/markets/earnings/" target="_blank">Quarterly Earnings</a>

<a href="https://www.moneycontrol.com/india/stockpricequote/pharmaceuticalsdrugs/coronaremedies/CRL02" target="_blank">Corona Remedies</a> Q2 (Consolidated YoY)

Profit grows 21.8% to Rs 52.3 crore Vs Rs 43 crore

Revenue increases 15% to Rs 361.1 crore Vs Rs 313.9 crore

<a href="https://www.moneycontrol.com/markets/earnings/" target="_blank">Quarterly Business Updates</a>

<a href="https://www.moneycontrol.com/india/stockpricequote/bank-private/equitassmallfinancebank/ESF" target="_blank">Equitas Small Finance Bank</a> Q3 (YoY)

Gross advances grow 15.86% to Rs 43,269 crore Vs Rs 37,344 crore

Total deposits increase 7.24% to Rs 43,668 crore Vs Rs 40,719 crore

CASA jumps 10.6% to Rs 12,886 crore Vs Rs 11,649 crore

CASA ratio rises to 30% Vs 29%

<a href="https://www.moneycontrol.com/india/stockpricequote/banks-public-sector/bankbaroda/BOB" target="_blank">Bank Of Baroda</a> Q3 (YoY)

Global business zooms 12.22% to Rs 28.90 lakh crore Vs Rs 25.75 lakh crore

Global advances grow 14.57% to Rs 13.43 lakh crore Vs Rs 11.73 lakh crore

Global deposits increase 10.25% to Rs 15.46 lakh crore Vs Rs 14.02 lakh crore

Domestic deposits jump 11.13% to Rs 13.07 lakh crore Vs Rs 11.76 lakh crore

Domestic advances soar 13.54% to Rs 10.95 lakh crore Vs Rs 9.64 lakh crore

<a href="https://www.moneycontrol.com/india/stockpricequote/banks-private-sector/bandhanbank/BB09" target="_blank">Bandhan Bank</a> Q3 (YoY)

Loans &amp; advances grow 10% to Rs 1.45 lakh crore Vs Rs 1.32 lakh crore

Total deposits increase 11.1% to Rs 1.56 lakh crore Vs Rs 1.41 lakh crore

CASA deposits drop 4.5% to Rs 42,730 crore Vs Rs 44,735 crore

CASA ratio falls to 27.26% Vs 31.73%

<a href="https://www.moneycontrol.com/india/stockpricequote/banks-private-sector/yesbank/YB" target="_blank">Yes Bank</a> Q3 (YoY)

Loans &amp; advances rise 5.2% to Rs 2.57 lakh crore Vs Rs 2.44 lakh crore

Deposits grow 5.5% to Rs 2.92 lakh crore Vs Rs 2.77 lakh crore

<a href="https://www.moneycontrol.com/india/stockpricequote/finance-nbfc/bajajfinance/BAF" target="_blank">Bajaj Finance</a> Q3 (YoY)

Customer franchise stands at 115.40 million Vs 97.12 million

Customer franchise increased by 4.76 million

New loans booked grows 15% to 13.90 million Vs 12.06 million

AUM jumps 22% to Rs 4.85 lakh crore Vs Rs 3.98 lakh crore

Deposits book rises 3.20% to Rs 71,000 crore Vs Rs 68,797 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/constructioncontracting-real-estate/sobha/SD6" target="_blank">Sobha</a> Q3 (YoY)

Total sales value zooms 52.3% to Rs 2,115.2 crore Vs Rs 1,388.6 crore

Sales value (Sobha share) surges 45.44% to Rs 1,817.9 crore Vs Rs 1,249.9 crore

Average price realisation increases 13.1% to Rs 15,436 per sq ft Vs Rs 13,648 per sq ft

New sales area drops 1.7% to 1.37 million sq ft Vs 1.39 million sq ft

<a href="https://www.moneycontrol.com/india/stockpricequote/miningminerals/vedanta/SG" target="_blank">Vedanta</a> Q3 (YoY)

Aluminium production rises 1% to 6.2 lakh tonnes Vs 6.14 lakh tonnes

Zinc saleable metal grows 4% to 2.7 lakh tonnes Vs 2.59 lakh tonnes

Zinc international production soars 28% to 59,000 tonnes

Silver production drops 1% to 1.58 lakh tonnes Vs 1.6 lakh tonnes

<a href="https://www.moneycontrol.com/india/stockpricequote/bank-private/ujjivansmallfinancebank/USF" target="_blank">Ujjivan Small Finance Bank</a> Q3 (YoY)

Total deposits jump 22.2% to Rs 42,219 crore Vs Rs 34,494 crore

CASA surges 33.1% to Rs 11,533 crore Vs Rs 8,662 crore

Gross loan book soars 21.6% to Rs 37,055 crore Vs Rs 30,466 crore

Gross NPA improves to 2.39% Vs 2.68%

Disbursements spike 55% to Rs 8,311 crore Vs Rs 5,362 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/bank-private/idbibank/IDB05" target="_blank">IDBI Bank</a> Q3 (YoY)

Total business grows 12% to Rs 5.46 lakh crore Vs Rs 4.89 lakh crore

Total deposits increase 9% to Rs 3.07 lakh crore Vs Rs 2.82 lakh crore

Net advances jump 15% to Rs 2.38 lakh crore Vs Rs 2.06 lakh crore

CASA deposit rises 4% to Rs 1.35 lakh crore Vs Rs 1.3 lakh crore

<a href="https://www.moneycontrol.com/india/stockpricequote/finance-nbfc/mahindramahindrafinancialservices/MMF04" target="_blank">Mahindra &amp; Mahindra Financial Services</a> Q3 (YoY)

Company estimates overall disbursement to rise 7% to Rs 17,600 crore

Business assets grow 12% to Rs 1.29 lakh crore

Collection efficiency estimated unchanged at 95%

As of December 2025, Stage-3 is estimated in the range of 3.9-4.0% Vs 3.9% as of September 2025 Vs 3.9% as of December 2024

<a href="https://www.moneycontrol.com/india/stockpricequote/retail/v2retail/VR02" target="_blank">V2 Retail</a> Q3 (YoY)

Standalone revenue jumps 57% to Rs 927 crore Vs Rs 591 crore

Reported same-store-sales growth at 2%

Company adds 35 new stores in Q3, with strategic focus on consumption-driven demand in Tier 2 &amp; Tier 3 cities

<a href="https://www.moneycontrol.com/india/stockpricequote/banks-private-sector/jammukashmirbank/JKB" target="_blank">Jammu and Kashmir Bank</a> Q3 (YoY)

Total business zooms 13.34% to Rs 2.72 lakh crore Vs Rs 2.4 lakh crore

Total deposits jump 10.58% to Rs 1.55 lakh crore Vs Rs 1.4 lakh crore

CASA deposits rise 1.25% to Rs 68,736 crore Vs Rs 67,887 crore

CASA ratio drops to 44.10% Vs 48.17%

Gross advances surge 17.26% to Rs 1.16 lakh crore Vs Rs 99,133 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/metals-non-ferrous/hindustanzinc/HZ" target="_blank">Hindustan Zinc</a> Q3 (YoY)

Mined metal production rises 4% to Rs 2.76 lakh tonnes

Saleable metal production grows 4% to Rs 2.7 lakh tonnes

Refined zinc production increases 8% to Rs 2.21 lakh tonnes

Refined lead production falls 11% to Rs 49,000 tonnes

<a href="https://www.moneycontrol.com/india/stockpricequote/banks-public-sector/unionbankindia/UBI01" target="_blank">Union Bank Of India</a> Q3 (YoY)

Global gross advances rise 7.13% to Rs 10.16 lakh crore Vs Rs 9.49 lakh crore

Global deposits increase 3.36% to Rs 12.22 lakh crore Vs Rs 11.83 lakh crore

CASA soars to 33.95% Vs 33.42%

Domestic advances grow 7.42% to Rs 9.80 lakh crore Vs Rs 9.12 lakh crore

Domestic deposits climb 3.35% to Rs 12.22 lakh crore Vs Rs 11.82 lakh crore

<a href="https://www.moneycontrol.com/india/stockpricequote/retail/avenuesupermarts/AS19" target="_blank">Avenue Supermarts</a> Q3 (YoY)

Standalone revenue jumps 13.15% to Rs 17,612.6 crore Vs Rs 15,565.2 crore

Total number of stores as of December 2025 stands at 442

<a href="https://www.moneycontrol.com/india/stockpricequote/banks-public-sector/punjabnationalbank/PNB05" target="_blank">Punjab National Bank</a> Q3 (YoY)

Global business soars 9.57% to Rs 28.92 lakh crore Vs Rs 26.39 lakh crore

Global deposits jump 8.54% to Rs 16.60 lakh crore Vs Rs 15.29 lakh crore

Global advances surge 10.98% to Rs 12.32 lakh crore Vs Rs 11.1 lakh crore

Domestic business rises 9.09% to Rs 27.65 lakh crore Vs Rs 25.34 lakh crore

Domestic deposits increase 8.32% to Rs 15.97 lakh crore Vs Rs 14.74 lakh crore

Domestic advances grow 10.15% to Rs 11.67 lakh crore Vs Rs 10.6 lakh crore

<a href="https://www.moneycontrol.com/india/stockpricequote/banks-public-sector/bankindia/BOI" target="_blank">Bank of India</a> Q3 (YoY)

Global business surges 12.5% to Rs 16.27 lakh crore Vs Rs 14.46 lakh crore

Global deposits increase 11.6% to Rs 8.87 lakh crore Vs Rs 7.94 lakh crore

Global gross advances jump 13.5% to Rs 7.39 lakh crore Vs Rs 6.51 lakh crore

Domestic deposits grow 12.8% to Rs 7.65 lakh crore Vs Rs 6.78 lakh crore

Domestic gross advances soar 15% to Rs 6.28 lakh crore Vs Rs 5.46 lakh crore

<a href="https://www.moneycontrol.com/india/stockpricequote/banks-private-sector/csbbank/CB05" target="_blank">CSB Bank</a> Q3 (YoY)

Total deposits zoom 21% to Rs 40,460 crore Vs Rs 33,407 crore

Gross advances spike 29% to Rs 37,208 crore Vs Rs 28,915 crore

Advances against gold &amp; gold jewellery surge 46% to Rs 19,023 crore Vs Rs 13,018 crore

CASA increases 3% to Rs 8,316 crore Vs Rs 8,042 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/retail/v-martretail/VR03" target="_blank">V-Mart Retail</a> Q3 (YoY)

Revenue from operations grows 10% to Rs 1,126 crore Vs Rs 1,027 crore

Same store sales growth (SSSG) unchanged at 0%

Company opens 23 new stores &amp; closes 2 stores during the quarter

<a href="https://www.moneycontrol.com/india/stockpricequote/personal-care/marico/M13" target="_blank">Marico</a> Q3 (YoY)

Volume growth in India business in high-single digits

International business maintains robust momentum with constant currency growth in early twenties

Consolidated revenue growth in the high twenties

Copra prices corrected 30% from highs, expected to move lower further in the months ahead

Operating profit growth expected to touch double-digit

Stocks to Watch

<a href="https://www.moneycontrol.com/india/stockpricequote/miningminerals/coalindia/CI11" target="_blank">Coal India</a>

The company’s subsidiary, Bharat Coking Coal (BCCL), will launch a Rs 1,071-crore IPO on January 9, with a price band of Rs 21–23 per share.

<a href="https://www.moneycontrol.com/india/stockpricequote/shipping/seamec/S14" target="_blank">Seamec</a>

The company’s vessel SEAMEC AGASTYA has commenced its charter with HAL Offshore under the ongoing contract for ONGC, effective January 2.

<a href="https://www.moneycontrol.com/india/stockpricequote/hotels/royalorchidhotels/RO01" target="_blank">Royal Orchid Hotels</a>

The company has announced the signing of a new leisure property in Jodhpur, Rajasthan. The upcoming Regenta Hotel, Jodhpur, will be operated under a hotel management agreement.

<a href="https://www.moneycontrol.com/india/stockpricequote/aerospacedefence/nibe/KF" target="_blank">NIBE</a>

The company has entered into a supply contract with the Indian Army for the manufacturing and supply of ground equipment, accessories, ESP, and ammunition for a universal rocket launcher system capable of integrating multiple rocket types, including rockets with long-range strike capabilities of 150 km and 300 km, valued at Rs 292.69 crore.

<a href="https://www.moneycontrol.com/india/stockpricequote/electricals/dixontechnologies/DT07" target="_blank">Dixon Technologies</a>

The company’s subsidiaries, Kunshan Q Tech Microelectronics (India) and Dixon Electroconnect, have been granted approval by the Government of India under the Electronics Component Manufacturing Scheme for the manufacturing of Camera Module Sub-assemblies and Optical Transceiver-SFPs, respectively.

<a href="https://www.moneycontrol.com/india/stockpricequote/miscellaneous/amberenterprisesindialimited/AEI01" target="_blank">Amber Enterprises India</a>

Ascent-K Circuit and Shogini Technoarts, step-down subsidiaries of the company, have received formal approval under the Electronics Components Manufacturing Scheme (ECMS).

<a href="https://www.moneycontrol.com/india/stockpricequote/trading/adanienterprises/AE13" target="_blank">Adani Enterprises</a>

The company has launched its third public issue of non-convertible debentures (NCDs) worth Rs 1,000 crore, offering up to 8.90 percent per annum. The issue will open on January 6 and close on January 19.

The Rs 1,000-crore issue comprises a base issue of Rs 500 crore and a green shoe option of up to Rs 500 crore.

Meanwhile, the company’s subsidiary, Adani Road Transport, has executed certain definitive documents to acquire a 49 percent stake in Sree Vishwa Varadhi, with an option to acquire an additional stake, subject to regulatory approvals.

<a href="https://www.moneycontrol.com/india/stockpricequote/dyespigments/kiriindustries/KDC01" target="_blank">Kiri Industries</a>

The company has received the full consideration of $689.03 million following the sale of its entire 37.57 percent stake in DyStar Global Holdings (Singapore) Pte Ltd, marking the successful conclusion of a long-running legal dispute before the Singapore courts.

<a href="https://www.moneycontrol.com/india/stockpricequote/textiles-spinning-cotton-blended/trident/AI01" target="_blank">Trident</a>

Rahul Roongta has resigned from his position as Group Chief Financial Officer (Senior Management Personnel) of the company due to personal reasons, effective January 2.

Bulk Deals

<a href="https://www.moneycontrol.com/india/stockpricequote/consumer-food/shyamdhaniindustries/SDI01" target="_blank">Shyam Dhani Industries</a>

Holani Group’s Holani Venture Capital Fund-I has bought 2.5 lakh shares (1.21 percent of paid-up equity) in Shyam Dhani Industries at Rs 119.8 per share for Rs 2.99 crore. Additionally, Meru Investment Fund PCC – Cell 1 (which acts as an anchor investor in SME IPOs) picked up 4 lakh shares (1.9 percent stake) at the same price for Rs 4.79 crore.

According to the shareholding pattern published on December 29, Holani Venture Capital held a 2.1 percent stake, while Meru Investment Fund held a 1.3 percent stake in Shyam Dhani.

<a href="https://www.moneycontrol.com/india/stockpricequote/miscellaneous/kvtoysindia/TIL09" target="_blank">KV Toys India</a>

Generational Capital Breakout Fund 1, owned by Satwik Jain-founded multi-family office Generational Capital, has bought 34,800 equity shares (0.55 percent stake) at Rs 336.85 per share for Rs 1.17 crore.

Stock Trades Ex-Date for Buy Back

Fairchem Organics

Stock Trades Ex-Date for Bonus

Orient Technologies

Stock in F&amp;O ban

SAIL

Stocks to Watch Today: Bajaj Finance, CSB Bank, Marico, Nibe, Kiri Industries, Ujjivan SFB, Sobha, Bank Of Baroda, Corona Remedies in focus on 5 January

Let's catch up on the latest news from the stock market. From significant investments to major deals, quarterly earnings, order wins, and appointments, here’s a quick look at which stocks will be in focus in today's trade:

Results Today

KSH International, Axita Cotton, and CDG Petchem will release quarterly earnings on January 5.

Quarterly Earnings

Corona Remedies Q2 (Consolidated YoY)

Profit grows 21.8% to Rs 52.3 crore Vs Rs 43 crore

Revenue increases 15% to Rs 361.1 crore Vs Rs 313.9 crore

Quarterly Business Updates

Equitas Small Finance Bank Q3 (YoY)

Gross advances grow 15.86% to Rs 43,269 crore Vs Rs 37,344 crore

Total deposits increase 7.24% to Rs 43,668 crore Vs Rs 40,719 crore

CASA jumps 10.6% to Rs 12,886 crore Vs Rs 11,649 crore

CASA ratio rises to 30% Vs 29%

Bank Of Baroda Q3 (YoY)

Global business zooms 12.22% to Rs 28.90 lakh crore Vs Rs 25.75 lakh crore

Global advances grow 14.57% to Rs 13.43 lakh crore Vs Rs 11.73 lakh crore

Global deposits increase 10.25% to Rs 15.46 lakh crore Vs Rs 14.02 lakh crore

Domestic deposits jump 11.13% to Rs 13.07 lakh crore Vs Rs 11.76 lakh crore

Domestic advances soar 13.54% to Rs 10.95 lakh crore Vs Rs 9.64 lakh crore

Bandhan Bank Q3 (YoY)

Loans &amp;amp; advances grow 10% to Rs 1.45 lakh crore Vs Rs 1.32 lakh crore

Total deposits increase 11.1% to Rs 1.56 lakh crore Vs Rs 1.41 lakh crore

CASA deposits drop 4.5% to Rs 42,730 crore Vs Rs 44,735 crore

CASA ratio falls to 27.26% Vs 31.73%

Yes Bank Q3 (YoY)

Loans &amp;amp; advances rise 5.2% to Rs 2.57 lakh crore Vs Rs 2.44 lakh crore

Deposits grow 5.5% to Rs 2.92 lakh crore Vs Rs 2.77 lakh crore

Bajaj Finance Q3 (YoY)

Customer franchise stands at 115.40 million Vs 97.12 million

Customer franchise increased by 4.76 million

New loans booked grows 15% to 13.90 million Vs 12.06 million

AUM jumps 22% to Rs 4.85 lakh crore Vs Rs 3.98 lakh crore

Deposits book rises 3.20% to Rs 71,000 crore Vs Rs 68,797 crore

Sobha Q3 (YoY)

Total sales value zooms 52.3% to Rs 2,115.2 crore Vs Rs 1,388.6 crore

Sales value (Sobha share) surges 45.44% to Rs 1,817.9 crore Vs Rs 1,249.9 crore

Average price realisation increases 13.1% to Rs 15,436 per sq ft Vs Rs 13,648 per sq ft

New sales area drops 1.7% to 1.37 million sq ft Vs 1.39 million sq ft

Vedanta Q3 (YoY)

Aluminium production rises 1% to 6.2 lakh tonnes Vs 6.14 lakh tonnes

Zinc saleable metal grows 4% to 2.7 lakh tonnes Vs 2.59 lakh tonnes

Zinc international production soars 28% to 59,000 tonnes

Silver production drops 1% to 1.58 lakh tonnes Vs 1.6 lakh tonnes

Ujjivan Small Finance Bank Q3 (YoY)

Total deposits jump 22.2% to Rs 42,219 crore Vs Rs 34,494 crore

CASA surges 33.1% to Rs 11,533 crore Vs Rs 8,662 crore

Gross loan book soars 21.6% to Rs 37,055 crore Vs Rs 30,466 crore

Gross NPA improves to 2.39% Vs 2.68%

Disbursements spike 55% to Rs 8,311 crore Vs Rs 5,362 crore

IDBI Bank Q3 (YoY)

Total business grows 12% to Rs 5.46 lakh crore Vs Rs 4.89 lakh crore

Total deposits increase 9% to Rs 3.07 lakh crore Vs Rs 2.82 lakh crore

Net advances jump 15% to Rs 2.38 lakh crore Vs Rs 2.06 lakh crore

CASA deposit rises 4% to Rs 1.35 lakh crore Vs Rs 1.3 lakh crore

Mahindra &amp;amp; Mahindra Financial Services Q3 (YoY)

Company estimates overall disbursement to rise 7% to Rs 17,600 crore

Business assets grow 12% to Rs 1.29 lakh crore

Collection efficiency estimated unchanged at 95%

As of December 2025, Stage-3 is estimated in the range of 3.9-4.0% Vs 3.9% as of September 2025 Vs 3.9% as of December 2024

V2 Retail Q3 (YoY)

Standalone revenue jumps 57% to Rs 927 crore Vs Rs 591 crore

Reported same-store-sales growth at 2%

Company adds 35 new stores in Q3, with strategic focus on consumption-driven demand in Tier 2 &amp;amp; Tier 3 cities

Jammu and Kashmir Bank Q3 (YoY)

Total business zooms 13.34% to Rs 2.72 lakh crore Vs Rs 2.4 lakh crore

Total deposits jump 10.58% to Rs 1.55 lakh crore Vs Rs 1.4 lakh crore

CASA deposits rise 1.25% to Rs 68,736 crore Vs Rs 67,887 crore

CASA ratio drops to 44.10% Vs 48.17%

Gross advances surge 17.26% to Rs 1.16 lakh crore Vs Rs 99,133 crore

Hindustan Zinc Q3 (YoY)

Mined metal production rises 4% to Rs 2.76 lakh tonnes

Saleable metal production grows 4% to Rs 2.7 lakh tonnes

Refined zinc production increases 8% to Rs 2.21 lakh tonnes

Refined lead production falls 11% to Rs 49,000 tonnes

Union Bank Of India Q3 (YoY)

Global gross advances rise 7.13% to Rs 10.16 lakh crore Vs Rs 9.49 lakh crore

Global deposits increase 3.36% to Rs 12.22 lakh crore Vs Rs 11.83 lakh crore

CASA soars to 33.95% Vs 33.42%

Domestic advances grow 7.42% to Rs 9.80 lakh crore Vs Rs 9.12 lakh crore

Domestic deposits climb 3.35% to Rs 12.22 lakh crore Vs Rs 11.82 lakh crore

Avenue Supermarts Q3 (YoY)

Standalone revenue jumps 13.15% to Rs 17,612.6 crore Vs Rs 15,565.2 crore

Total number of stores as of December 2025 stands at 442

Punjab National Bank Q3 (YoY)

Global business soars 9.57% to Rs 28.92 lakh crore Vs Rs 26.39 lakh crore

Global deposits jump 8.54% to Rs 16.60 lakh crore Vs Rs 15.29 lakh crore

Global advances surge 10.98% to Rs 12.32 lakh crore Vs Rs 11.1 lakh crore

Domestic business rises 9.09% to Rs 27.65 lakh crore Vs Rs 25.34 lakh crore

Domestic deposits increase 8.32% to Rs 15.97 lakh crore Vs Rs 14.74 lakh crore

Domestic advances grow 10.15% to Rs 11.67 lakh crore Vs Rs 10.6 lakh crore

Bank of India Q3 (YoY)

Global business surges 12.5% to Rs 16.27 lakh crore Vs Rs 14.46 lakh crore

Global deposits increase 11.6% to Rs 8.87 lakh crore Vs Rs 7.94 lakh crore

Global gross advances jump 13.5% to Rs 7.39 lakh crore Vs Rs 6.51 lakh crore

Domestic deposits grow 12.8% to Rs 7.65 lakh crore Vs Rs 6.78 lakh crore

Domestic gross advances soar 15% to Rs 6.28 lakh crore Vs Rs 5.46 lakh crore

CSB Bank Q3 (YoY)

Total deposits zoom 21% to Rs 40,460 crore Vs Rs 33,407 crore

Gross advances spike 29% to Rs 37,208 crore Vs Rs 28,915 crore

Advances against gold &amp;amp; gold jewellery surge 46% to Rs 19,023 crore Vs Rs 13,018 crore

CASA increases 3% to Rs 8,316 crore Vs Rs 8,042 crore

V-Mart Retail Q3 (YoY)

Revenue from operations grows 10% to Rs 1,126 crore Vs Rs 1,027 crore

Same store sales growth (SSSG) unchanged at 0%

Company opens 23 new stores &amp;amp; closes 2 stores during the quarter

Marico Q3 (YoY)

Volume growth in India business in high-single digits

International business maintains robust momentum with constant currency growth in early twenties

Consolidated revenue growth in the high twenties

Copra prices corrected 30% from highs, expected to move lower further in the months ahead

Operating profit growth expected to touch double-digit

Stocks to Watch

Coal India

The company’s subsidiary, Bharat Coking Coal (BCCL), will launch a Rs 1,071-crore IPO on January 9, with a price band of Rs 21–23 per share.

Seamec

The company’s vessel SEAMEC AGASTYA has commenced its charter with HAL Offshore under the ongoing contract for ONGC, effective January 2.

Royal Orchid Hotels

The company has announced the signing of a new leisure property in Jodhpur, Rajasthan. The upcoming Regenta Hotel, Jodhpur, will be operated under a hotel management agreement.

NIBE

The company has entered into a supply contract with the Indian Army for the manufacturing and supply of ground equipment, accessories, ESP, and ammunition for a universal rocket launcher system capable of integrating multiple rocket types, including rockets with long-range strike capabilities of 150 km and 300 km, valued at Rs 292.69 crore.

Dixon Technologies

The company’s subsidiaries, Kunshan Q Tech Microelectronics (India) and Dixon Electroconnect, have been granted approval by the Government of India under the Electronics Component Manufacturing Scheme for the manufacturing of Camera Module Sub-assemblies and Optical Transceiver-SFPs, respectively.

Amber Enterprises India

Ascent-K Circuit and Shogini Technoarts, step-down subsidiaries of the company, have received formal approval under the Electronics Components Manufacturing Scheme (ECMS).

Adani Enterprises

The company has launched its third public issue of non-convertible debentures (NCDs) worth Rs 1,000 crore, offering up to 8.90 percent per annum. The issue will open on January 6 and close on January 19.

The Rs 1,000-crore issue comprises a base issue of Rs 500 crore and a green shoe option of up to Rs 500 crore.

Meanwhile, the company’s subsidiary, Adani Road Transport, has executed certain definitive documents to acquire a 49 percent stake in Sree Vishwa Varadhi, with an option to acquire an additional stake, subject to regulatory approvals.

Kiri Industries

The company has received the full consideration of $689.03 million following the sale of its entire 37.57 percent stake in DyStar Global Holdings (Singapore) Pte Ltd, marking the successful conclusion of a long-running legal dispute before the Singapore courts.

Trident

Rahul Roongta has resigned from his position as Group Chief Financial Officer (Senior Management Personnel) of the company due to personal reasons, effective January 2.

Bulk Deals

Shyam Dhani Industries

Holani Group’s Holani Venture Capital Fund-I has bought 2.5 lakh shares (1.21 percent of paid-up equity) in Shyam Dhani Industries at Rs 119.8 per share for Rs 2.99 crore. Additionally, Meru Investment Fund PCC – Cell 1 (which acts as an anchor investor in SME IPOs) picked up 4 lakh shares (1.9 percent stake) at the same price for Rs 4.79 crore.

According to the shareholding pattern published on December 29, Holani Venture Capital held a 2.1 percent stake, while Meru Investment Fund held a 1.3 percent stake in Shyam Dhani.

KV Toys India

Generational Capital Breakout Fund 1, owned by Satwik Jain-founded multi-family office Generational Capital, has bought 34,800 equity shares (0.55 percent stake) at Rs 336.85 per share for Rs 1.17 crore.

Stock Trades Ex-Date for Buy Back

Fairchem Organics

Stock Trades Ex-Date for Bonus

Orient Technologies

Stock in F&amp;amp;O ban

SAIL

Aluminium & Aluminium Products Industry Stocks
Check latest stock performance, list of stocks, earnings review & more details about the Aluminium & Aluminium Products industry stocks.

Gainers/Losers

Industry Market Map

Earnings Review-Q3 FY25-26

Stock News

Infosys, HCLTech shares fall 2% as CLSA says 'trim your positions', expects soft Q3 earnings for IT sector

RIL shares hit record high, ONGC jumps 2% after US raids Venezuela: Here's what analysts say

Defence stocks soar after US raids Venezuela; BEL, Paras Defence, HAL jumps up to 5%

Will sector rotation repeat this year, turning 2025’s losers into 2026’s winners?

Stocks to Watch Today: Bajaj Finance, CSB Bank, Marico, Nibe, Kiri Industries, Ujjivan SFB, Sobha, Bank Of Baroda, Corona Remedies in focus on 5 January

Aluminium & Aluminium Products Industry StocksCheck latest stock performance, list of stocks, earnings review & more details about the Aluminium & Aluminium Products industry stocks.

Gainers/Losers

Industry Market Map

Earnings Review-Q3 FY25-26

Stock News

Infosys, HCLTech shares fall 2% as CLSA says 'trim your positions', expects soft Q3 earnings for IT sector

RIL shares hit record high, ONGC jumps 2% after US raids Venezuela: Here's what analysts say

Defence stocks soar after US raids Venezuela; BEL, Paras Defence, HAL jumps up to 5%

Will sector rotation repeat this year, turning 2025’s losers into 2026’s winners?

Stocks to Watch Today: Bajaj Finance, CSB Bank, Marico, Nibe, Kiri Industries, Ujjivan SFB, Sobha, Bank Of Baroda, Corona Remedies in focus on 5 January

Aluminium & Aluminium Products Industry Stocks
Check latest stock performance, list of stocks, earnings review & more details about the Aluminium & Aluminium Products industry stocks.