Adtech Systems

< -5%

REGANTO ENT

Compuage Info

HCL Info

Netweb

Rashi Periphera

-5% to -3%

Swiss Military

TVS Electronics

Ducon Infratech

Mangal Compusol

ECS Biztech

-3% to 0%

Control Print

EPW India

Umiya Buildcon

ACI Infocom

VXL Instruments

0% to 3%

Intl Data Mgmt

Cerebra Int

Pelatro

3% to 5%

Accel

D-Link India

Stocks in focus on Feb 3: RailTel Corporation, Olectra Greentech, Utkarsh Small Finance Bank, Tata Chemicals, City Union Bank, Ather Energy, Bajaj Housing Finance,Unichem Laboratories

* Stocks in focus on Feb 3: RailTel Corporation, Olectra Greentech, Utkarsh Small Finance Bank, Tata Chemicals, City Union Bank, Ather Energy, Bajaj Housing Finance,Unichem Laboratories

shorts/business/stocks-to-watch-today-pb-fintech-upl-clean-science-irb-infra-unichem-labs-awfis-space-thermax-aarti-industries-city-union-bank-ather-energy-in-focus-on-03-february

Let's catch up on the latest news from the stock market. From significant investments to major deals, acquisitions, and appointments, here’s a quick look at which stocks will be in focus in today's trade:

Results Today

Bajaj Finance, Adani Enterprises, Adani Ports and Special Economic Zone, One Mobikwik Systems, Aarti Drugs, Aditya Birla Capital, Dr Agarwals Health Care, Castrol India, Firstsource Solutions, HFCL, JK Lakshmi Cement, Kansai Nerolac Paints, Mankind Pharma, Nazara Technologies, NMDC, Pidilite Industries, Restaurant Brands Asia, Triveni Turbine, Trualt Bioenergy, Varun Beverages, and Zydus Wellness will announce their quarterly earnings today.

<a href="https://www.moneycontrol.com/markets/earnings/" target="_blank">Quarterly Earnings</a>

<a href="https://www.moneycontrol.com/india/stockpricequote/chemicals/upl/UP04" target="_blank">UPL</a> Q3 (Consolidated YoY)

Profit plunges 52.2% to Rs 396 crore Vs Rs 828 crore

Revenue grows 12.5% to Rs 12,269 crore Vs Rs 10,907 crore

Tax expenses at Rs 181 crore Vs tax write-back of Rs 499 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/multiline-insurancebrokers/pbfintech/PF14" target="_blank">PB Fintech</a> Q3 (Consolidated YoY)

Profit zooms 165% to Rs 189.4 crore Vs Rs 71.5 crore

Revenue surges 37.1% to Rs 1,771.2 crore Vs Rs 1,291.6 crore

Meanwhile, the Board has approved fund raise via qualified institutional placement (QIP),

<a href="https://www.moneycontrol.com/india/stockpricequote/miscellaneous/awfisspacesolutions/ASS01" target="_blank">Awfis Space Solutions</a> Q3 (Consolidated YoY)

Profit zooms 42.7% to Rs 21.7 crore Vs Rs 15.2 crore

Revenue grows 20.2% to Rs 381.8 crore Vs Rs 317.7 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/infrastructure-general/thermax/T" target="_blank">Thermax</a> Q3 (Consolidated YoY)

Profit spikes 80.3% to Rs 205 crore Vs Rs 113.7 crore

Revenue increases 4.2% to Rs 2,634.7 crore Vs Rs 2,528.7 crore

Exceptional gains stand at Rs 58.75 crore Vs Nil

<a href="https://www.moneycontrol.com/india/stockpricequote/telecommunications-equipment/industowers/BI14" target="_blank">Indus Towers</a> Q3 (Consolidated YoY)

Profit sinks 55.6% to Rs 1,776 crore Vs Rs 4,003.2 crore

Revenue grows 7.9% to Rs 8,146.3 crore Vs Rs 7,547.4 crore

Other expenses in Q3FY25 included allowances for doubtful receivables of Rs 3,024.1 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/fertilizers/paradeepphosphates/PP33" target="_blank">Paradeep Phosphates</a> Q3 (Consolidated YoY)

Profit falls 13% to Rs 182 crore Vs Rs 209.3 crore

Revenue jumps 15.2% to Rs 5,748.7 crore Vs Rs 4,989.6 crore

Exceptional loss stands at Rs 41.3 crore Vs Nil

<a href="https://www.moneycontrol.com/india/stockpricequote/paintsvarnishes/akzonobelindia/ICI" target="_blank">Akzo Nobel India</a> Q3 (Consolidated YoY)

Profit declines 31.6% to Rs 74.3 crore Vs Rs 108.6 crore

Revenue falls 13.6% to Rs 907.7 crore Vs Rs 1,050.5 crore

Exceptional loss stands at Rs 28.3 crore Vs Nil

<a href="https://www.moneycontrol.com/india/stockpricequote/chemicals/aartiindustries/AI45" target="_blank">Aarti Industries</a> Q3 (Consolidated YoY)

Profit zooms 189.1% to Rs 133 crore Vs Rs 46 crore

Revenue jumps 25.8% to Rs 2,319 crore Vs Rs 1,843 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/hotels/chalethotels/CH03" target="_blank">Chalet Hotels</a> Q3 (Consolidated YoY)

Profit grows 28.5% to Rs 124.1 crore Vs Rs 96.5 crore

Revenue soars 27% to Rs 581.7 crore Vs Rs 457.8 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/telecommunications-equipment/honeywellautomation/HA04" target="_blank">Honeywell Automation India</a> Q3 (YoY)

Profit slips 8.3% to Rs 121.2 crore Vs Rs 132.1 crore

Revenue rises 7.1% to Rs 1,168.7 crore Vs Rs 1,090.8 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/consumer-goods-electronic/pgelectroplast/PE06" target="_blank">PG Electroplast</a> Q3 (Consolidated YoY)

Profit spikes 50.3% to Rs 60.3 crore Vs Rs 40.1 crore

Revenue zooms 45.9% to Rs 1,412.1 crore Vs Rs 967.7 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/speciality-retailers/adityabirlalifestylebrands/ABL06" target="_blank">Aditya Birla Lifestyle Brands</a> Q3 (Consolidated YoY)

Profit grows 14.4% to Rs 69 crore Vs Rs 60.3 crore

Revenue increases 9.6% to Rs 2,343.2 crore Vs Rs 2,138.4 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/telecommunications-services/railtelcorporationindia/RCo01" target="_blank">RailTel Corporation of India</a> Q3 (YoY)

Profit falls 4% to Rs 62.4 crore Vs Rs 65 crore

Revenue jumps 19% to Rs 913.5 crore Vs Rs 767.6 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/telecommunications-service/olectragreentech/GI29" target="_blank">Olectra Greentech</a> Q3 (Consolidated YoY)

Profit rises 0.15% to Rs 46.4 crore Vs Rs 46.3 crore

Revenue soars 28.8% to Rs 663.6 crore Vs Rs 515.4 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/bank-private/utkarshsmallfinancebank/USF01" target="_blank">Utkarsh Small Finance Bank</a> Q3 (YoY)

Loss widens to Rs 375 crore Vs loss of Rs 168 crore

Net interest income falls 27.4% to Rs 348.3 crore Vs Rs 480 crore

Operating loss stands at Rs 44.27 Vs profit of Rs 185.3 crore

Provisions and contingencies increase 5.5% to Rs 446.4 crore Vs Rs 423.2 crore

Gross NPA drops to 11.05% Vs 12.42% (QoQ)

Net NPA declines to 4.48% Vs 5.02% (QoQ)

<a href="https://www.moneycontrol.com/india/stockpricequote/chemicals/tatachemicals/TC" target="_blank">Tata Chemicals</a> Q3 (Consolidated YoY)

Loss widens to Rs 93 crore Vs loss of Rs 53 crore

Revenue slips 1.1% to Rs 3,550 crore Vs Rs 3,590 crore

Exceptional loss stands at Rs 54 crore Vs loss of Rs 70 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/banks-private-sector/cityunionbank/CUB" target="_blank">City Union Bank</a> Q3 (YoY)

Profit grows 16.1% to Rs 332.2 crore Vs Rs 286 crore

Net interest income soars 27.8% to Rs 751.2 crore Vs Rs 587.7 crore

Gross NPA drops to 2.17% Vs 2.42% (QoQ)

Net NPA declines to 0.78% Vs 0.90% (QoQ)

<a href="https://www.moneycontrol.com/india/stockpricequote/auto-ancillaries-brakes/atherenergy/AEL09" target="_blank">Ather Energy</a> Q3 (YoY)

Loss narrows to Rs 84.6 crore Vs loss of Rs 197.8 crore

Revenue surges 50.2% to Rs 953.6 crore Vs Rs 634.9 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/finance-housing/bajajhousingfinance/BHFL" target="_blank">Bajaj Housing Finance</a> Q3 (YoY)

Profit jumps 21.3% to Rs 664.9 crore Vs Rs 548 crore

Net interest income zooms 19.6% to Rs 963.8 crore Vs Rs 806 crore

Stocks to Watch

<a href="https://www.moneycontrol.com/india/stockpricequote/pharmaceuticals/unichemlaboratories/UL02" target="_blank">Unichem Laboratories</a>

The United States Food and Drug Administration (USFDA) conducted an inspection at the company’s Kolhapur API facility from January 27 to February 2. The inspection closed with five observations, which were largely procedural in nature, and none were related to data integrity.

The company will provide the necessary responses to the USFDA within the stipulated 15-day period.

<a href="https://www.moneycontrol.com/india/stockpricequote/transport-infrastructure/irbinfrastructuredevelopers/IID01" target="_blank">IRB Infrastructure Developers</a>

The company has transferred its 100 percent equity share capital in VM7 Expressway (Gandeva–Ena HAM project) to the IRB InvIT Fund for Rs 513 crore.

Following this asset transfer, the company’s consolidated debt is expected to reduce by approximately Rs 700 crore.

<a href="https://www.moneycontrol.com/india/stockpricequote/hotel-resortrestaurants/brigadehotelventures/BHV" target="_blank">Brigade Hotel Ventures</a>

The company has signed a Memorandum of Understanding (MoU) with the Government of Tamil Nadu, committing an investment of Rs 1,100 crore in Chennai.

As part of this initiative, the company will add over 500 new keys across three properties in Chennai, including Courtyard by Marriott at Chennai World Trade Center, Grand Hyatt Chennai ECR, and JW Marriott Chennai OMR. Brigade Group has already acquired land for these projects to develop hospitality destinations in Chennai.

<a href="https://www.moneycontrol.com/india/stockpricequote/defence/zentechnologies/ZT01" target="_blank">Zen Technologies</a>

The Board has approved the appointment of Hari Haran Chalat as the Chief Financial Officer (CFO) of the company, effective January 31.

Bulk Deals

<a href="https://www.moneycontrol.com/india/stockpricequote/speciality-chemicals/cleansciencetechnology/CST" target="_blank">Clean Science and Technology</a>

Amansa Holdings, owned by Singapore-based investor Akash Prakash, has bought 11.79 lakh shares (equivalent to 1.1 percent of the paid-up equity) in Clean Science and Technology for Rs 93.39 crore. The acquisition price was Rs 791.84 per share.

Amansa already held a 1.26 percent stake in Clean Science as of December 2025.

<a href="https://www.moneycontrol.com/india/stockpricequote/trading/jinkushalindustries/JIL05" target="_blank">Jinkushal Industries</a>

Royal Alpha Opportunity Fund has acquired 1.96 lakh shares in Jinkushal Industries at Rs 69.59 per share for Rs 1.36 crore, while Vorton Opportunities Fund bought 3.92 lakh shares at Rs 69.49 per share for Rs 2.72 crore.

<a href="https://www.moneycontrol.com/india/stockpricequote/steel-mediumsmall/indiahomes/ISW" target="_blank">India Homes</a>

Lloyds Enterprises remained a buyer in India Homes, acquiring an additional 75 lakh shares (a 1.88 percent stake) in the steel products maker at Rs 13.3 per share for Rs 9.97 crore. Meanwhile, M K Banka (HUF) offloaded 74.74 lakh shares (a 1.87 percent stake) at the same price for Rs 9.94 crore.

On February 1, Lloyds Enterprises had bought a 1.8 percent stake in India Homes, in addition to its 3.43 percent shareholding as of December 2025.

SME Listing

Kasturi Metal Composite

Stocks Trade Ex-Dividend

Cochin Shipyard
GPT Infraprojects
Garden Reach Shipbuilders &amp; Engineers
Symphony
Vaibhav Global

Stocks Trade Ex-Date for Income Distribution

Brookfield India Real Estate Trust REIT
Anzen India Energy Yield Plus Trust

Stock in F&amp;O ban

Sammaan Capital

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

Stocks to Watch Today: PB Fintech, UPL, Clean Science, IRB Infra, Unichem Labs, Awfis Space, Thermax, Aarti Industries, City Union Bank, Ather Energy in focus on 03 February

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

Results Today

Bajaj Finance, Adani Enterprises, Adani Ports and Special Economic Zone, One Mobikwik Systems, Aarti Drugs, Aditya Birla Capital, Dr Agarwals Health Care, Castrol India, Firstsource Solutions, HFCL, JK Lakshmi Cement, Kansai Nerolac Paints, Mankind Pharma, Nazara Technologies, NMDC, Pidilite Industries, Restaurant Brands Asia, Triveni Turbine, Trualt Bioenergy, Varun Beverages, and Zydus Wellness will announce their quarterly earnings today.

Quarterly Earnings

UPL Q3 (Consolidated YoY)

Profit plunges 52.2% to Rs 396 crore Vs Rs 828 crore

Revenue grows 12.5% to Rs 12,269 crore Vs Rs 10,907 crore

Tax expenses at Rs 181 crore Vs tax write-back of Rs 499 crore

PB Fintech Q3 (Consolidated YoY)

Profit zooms 165% to Rs 189.4 crore Vs Rs 71.5 crore

Revenue surges 37.1% to Rs 1,771.2 crore Vs Rs 1,291.6 crore

Meanwhile, the Board has approved fund raise via qualified institutional placement (QIP),

Awfis Space Solutions Q3 (Consolidated YoY)

Profit zooms 42.7% to Rs 21.7 crore Vs Rs 15.2 crore

Revenue grows 20.2% to Rs 381.8 crore Vs Rs 317.7 crore

Thermax Q3 (Consolidated YoY)

Profit spikes 80.3% to Rs 205 crore Vs Rs 113.7 crore

Revenue increases 4.2% to Rs 2,634.7 crore Vs Rs 2,528.7 crore

Exceptional gains stand at Rs 58.75 crore Vs Nil

Indus Towers Q3 (Consolidated YoY)

Profit sinks 55.6% to Rs 1,776 crore Vs Rs 4,003.2 crore

Revenue grows 7.9% to Rs 8,146.3 crore Vs Rs 7,547.4 crore

Other expenses in Q3FY25 included allowances for doubtful receivables of Rs 3,024.1 crore

Paradeep Phosphates Q3 (Consolidated YoY)

Profit falls 13% to Rs 182 crore Vs Rs 209.3 crore

Revenue jumps 15.2% to Rs 5,748.7 crore Vs Rs 4,989.6 crore

Exceptional loss stands at Rs 41.3 crore Vs Nil

Akzo Nobel India Q3 (Consolidated YoY)

Profit declines 31.6% to Rs 74.3 crore Vs Rs 108.6 crore

Revenue falls 13.6% to Rs 907.7 crore Vs Rs 1,050.5 crore

Exceptional loss stands at Rs 28.3 crore Vs Nil

Aarti Industries Q3 (Consolidated YoY)

Profit zooms 189.1% to Rs 133 crore Vs Rs 46 crore

Revenue jumps 25.8% to Rs 2,319 crore Vs Rs 1,843 crore

Chalet Hotels Q3 (Consolidated YoY)

Profit grows 28.5% to Rs 124.1 crore Vs Rs 96.5 crore

Revenue soars 27% to Rs 581.7 crore Vs Rs 457.8 crore

Honeywell Automation India Q3 (YoY)

Profit slips 8.3% to Rs 121.2 crore Vs Rs 132.1 crore

Revenue rises 7.1% to Rs 1,168.7 crore Vs Rs 1,090.8 crore

PG Electroplast Q3 (Consolidated YoY)

Profit spikes 50.3% to Rs 60.3 crore Vs Rs 40.1 crore

Revenue zooms 45.9% to Rs 1,412.1 crore Vs Rs 967.7 crore

Aditya Birla Lifestyle Brands Q3 (Consolidated YoY)

Profit grows 14.4% to Rs 69 crore Vs Rs 60.3 crore

Revenue increases 9.6% to Rs 2,343.2 crore Vs Rs 2,138.4 crore

RailTel Corporation of India Q3 (YoY)

Profit falls 4% to Rs 62.4 crore Vs Rs 65 crore

Revenue jumps 19% to Rs 913.5 crore Vs Rs 767.6 crore

Olectra Greentech Q3 (Consolidated YoY)

Profit rises 0.15% to Rs 46.4 crore Vs Rs 46.3 crore

Revenue soars 28.8% to Rs 663.6 crore Vs Rs 515.4 crore

Utkarsh Small Finance Bank Q3 (YoY)

Loss widens to Rs 375 crore Vs loss of Rs 168 crore

Net interest income falls 27.4% to Rs 348.3 crore Vs Rs 480 crore

Operating loss stands at Rs 44.27 Vs profit of Rs 185.3 crore

Provisions and contingencies increase 5.5% to Rs 446.4 crore Vs Rs 423.2 crore

Gross NPA drops to 11.05% Vs 12.42% (QoQ)

Net NPA declines to 4.48% Vs 5.02% (QoQ)

Tata Chemicals Q3 (Consolidated YoY)

Loss widens to Rs 93 crore Vs loss of Rs 53 crore

Revenue slips 1.1% to Rs 3,550 crore Vs Rs 3,590 crore

Exceptional loss stands at Rs 54 crore Vs loss of Rs 70 crore

City Union Bank Q3 (YoY)

Profit grows 16.1% to Rs 332.2 crore Vs Rs 286 crore

Net interest income soars 27.8% to Rs 751.2 crore Vs Rs 587.7 crore

Gross NPA drops to 2.17% Vs 2.42% (QoQ)

Net NPA declines to 0.78% Vs 0.90% (QoQ)

Ather Energy Q3 (YoY)

Loss narrows to Rs 84.6 crore Vs loss of Rs 197.8 crore

Revenue surges 50.2% to Rs 953.6 crore Vs Rs 634.9 crore

Bajaj Housing Finance Q3 (YoY)

Profit jumps 21.3% to Rs 664.9 crore Vs Rs 548 crore

Net interest income zooms 19.6% to Rs 963.8 crore Vs Rs 806 crore

Stocks to Watch

Unichem Laboratories

The United States Food and Drug Administration (USFDA) conducted an inspection at the company’s Kolhapur API facility from January 27 to February 2. The inspection closed with five observations, which were largely procedural in nature, and none were related to data integrity.

The company will provide the necessary responses to the USFDA within the stipulated 15-day period.

IRB Infrastructure Developers

The company has transferred its 100 percent equity share capital in VM7 Expressway (Gandeva–Ena HAM project) to the IRB InvIT Fund for Rs 513 crore.

Following this asset transfer, the company’s consolidated debt is expected to reduce by approximately Rs 700 crore.

Brigade Hotel Ventures

The company has signed a Memorandum of Understanding (MoU) with the Government of Tamil Nadu, committing an investment of Rs 1,100 crore in Chennai.

As part of this initiative, the company will add over 500 new keys across three properties in Chennai, including Courtyard by Marriott at Chennai World Trade Center, Grand Hyatt Chennai ECR, and JW Marriott Chennai OMR. Brigade Group has already acquired land for these projects to develop hospitality destinations in Chennai.

Zen Technologies

The Board has approved the appointment of Hari Haran Chalat as the Chief Financial Officer (CFO) of the company, effective January 31.

Bulk Deals

Clean Science and Technology

Amansa Holdings, owned by Singapore-based investor Akash Prakash, has bought 11.79 lakh shares (equivalent to 1.1 percent of the paid-up equity) in Clean Science and Technology for Rs 93.39 crore. The acquisition price was Rs 791.84 per share.

Amansa already held a 1.26 percent stake in Clean Science as of December 2025.

Jinkushal Industries

Royal Alpha Opportunity Fund has acquired 1.96 lakh shares in Jinkushal Industries at Rs 69.59 per share for Rs 1.36 crore, while Vorton Opportunities Fund bought 3.92 lakh shares at Rs 69.49 per share for Rs 2.72 crore.

India Homes

Lloyds Enterprises remained a buyer in India Homes, acquiring an additional 75 lakh shares (a 1.88 percent stake) in the steel products maker at Rs 13.3 per share for Rs 9.97 crore. Meanwhile, M K Banka (HUF) offloaded 74.74 lakh shares (a 1.87 percent stake) at the same price for Rs 9.94 crore.

On February 1, Lloyds Enterprises had bought a 1.8 percent stake in India Homes, in addition to its 3.43 percent shareholding as of December 2025.

SME Listing

Kasturi Metal Composite

Stocks Trade Ex-Dividend

Cochin Shipyard
GPT Infraprojects
Garden Reach Shipbuilders &amp;amp; Engineers
Symphony
Vaibhav Global

Stocks Trade Ex-Date for Income Distribution

Brookfield India Real Estate Trust REIT
Anzen India Energy Yield Plus Trust

Stock in F&amp;amp;O ban

Sammaan Capital

Amansa Holdings picks up additional 1.1% stake in Clean Science, Lloyds Enterprises buys 1.88% stake in India Homes

* Amansa Holdings picks up additional 1.1% stake in Clean Science
* Lloyds Enterprises buys 1.88% stake in India Homes

shorts/business/amansa-holdings-picks-up-additional-1-1-stake-in-clean-science

* Amansa Holdings picks up additional 1.1% stake in Clean Science
* Lloyds Enterprises buys 1.88% stake in India Homes

Singapore-based investor Akash Prakash-owned Amansa Holdings has acquired additional 1.1 percent equity stake in Clean Science and Technology, the speciality chemicals manufacturer, via open market transactions on February 2.

Despite this, Clean Science shares fell more than 1 percent to end at new all-time closing low of Rs 799.7, though recovered sharply from intraday record low was Rs 769.55 and formed small bearish candle with long lower shadow on the daily timeframe, signalling significant buying interest at lower levels.

Amansa Holdings has bought 11.79 lakh shares (equivalent to 1.1 percent of paid-up equity) in <a href="https://www.moneycontrol.com/india/stockpricequote/speciality-chemicals/cleansciencetechnology/CST">Clean Science</a> for Rs 93.39 crore. The acquisition price for these shares was Rs 791.84 per share.

Amansa held 1.26 percent stake in Clean Science as of December 2025.

<a href="https://www.moneycontrol.com/india/stockpricequote/trading/jinkushalindustries/JIL05">Jinkushal Industries</a>, the heavy construction machinery refurbising company, was also in action but shares failed to close in green, falling 0.2 percent to close at Rs 69.5 after intraday recovery.

Royal Alpha Opportunity Fund has acquired 1.96 lakh shares in Jinkushal at Rs 69.59 per share for Rs 1.36 crore, and Vorton Opportunities Fund bought 3.92 lakh shares at Rs 69.49 per share for Rs 2.72 crore.

Lloyds Enterprises remained buyer in <a href="https://www.moneycontrol.com/india/stockpricequote/steel-mediumsmall/indiahomes/ISW">India Homes</a>, acquiring additional 75 lakh shares (1.88 percent stake) in the steel products maker at Rs 13.3 per share for Rs 9.97 crore, however, M K Banka (HUF) offloaded 74.74 shares (1.87 percent stake) at same price for Rs 9.94 crore.

On February 1, Lloyds Enterprises bought 1.8 percent stake in India Homes, in addition to 3.43 percent shareholding as of December 2025. But India Homes shares declined 2.06 percent stake to Rs 13.3 on the BSE.

Amansa Holdings picks up additional 1.1% stake in Clean Science

Singapore-based investor Akash Prakash-owned Amansa Holdings has acquired additional 1.1 percent equity stake in Clean Science and Technology, the speciality chemicals manufacturer, via open market transactions on February 2.

Despite this, Clean Science shares fell more than 1 percent to end at new all-time closing low of Rs 799.7, though recovered sharply from intraday record low was Rs 769.55 and formed small bearish candle with long lower shadow on the daily timeframe, signalling significant buying interest at lower levels.

Amansa Holdings has bought 11.79 lakh shares (equivalent to 1.1 percent of paid-up equity) in Clean Science for Rs 93.39 crore. The acquisition price for these shares was Rs 791.84 per share.

Amansa held 1.26 percent stake in Clean Science as of December 2025.

Jinkushal Industries, the heavy construction machinery refurbising company, was also in action but shares failed to close in green, falling 0.2 percent to close at Rs 69.5 after intraday recovery.

Royal Alpha Opportunity Fund has acquired 1.96 lakh shares in Jinkushal at Rs 69.59 per share for Rs 1.36 crore, and Vorton Opportunities Fund bought 3.92 lakh shares at Rs 69.49 per share for Rs 2.72 crore.

Lloyds Enterprises remained buyer in India Homes, acquiring additional 75 lakh shares (1.88 percent stake) in the steel products maker at Rs 13.3 per share for Rs 9.97 crore, however, M K Banka (HUF) offloaded 74.74 shares (1.87 percent stake) at same price for Rs 9.94 crore.

On February 1, Lloyds Enterprises bought 1.8 percent stake in India Homes, in addition to 3.43 percent shareholding as of December 2025. But India Homes shares declined 2.06 percent stake to Rs 13.3 on the BSE.

Budget 2026 boosts ECMS funds to Rs 40,000 crore for electronics manufacturing, Dixon Technologies and Syrma SGS shares rose after Budget announcements, Brokerages see medium-term boost for EMS sector but flag near-term risks

* Budget 2026 boosts ECMS funds to Rs 40,000 crore for electronics manufacturing
* Dixon Technologies and Syrma SGS shares rose after Budget announcements
* Brokerages see medium-term boost for EMS sector but flag near-term risks

Union Budget 2026 boosts India’s electronics manufacturing with a Rs 40,000 crore allocation for the Electronics Component Manufacturing Scheme, aiming to increase domestic value addition and reduce import dependence, benefiting companies like Dixon and Syrma SGS.

shorts/business/budget-boosts-long-term-outlook-for-dixon-kaynes-tech-other-ems-stocks-say-brokerages

* Budget 2026 boosts ECMS funds to Rs 40,000 crore for electronics manufacturing
* Dixon Technologies and Syrma SGS shares rose after Budget announcements
* Brokerages see medium-term boost for EMS sector but flag near-term risks

Finance Minister Nirmala Sitharaman presented Union Budget 2026 on February 1. Brokerages see India’s electronics manufacturing services sector benefitting from the Budget’s pivot toward higher value addition and backward integration.

<a href="https://www.moneycontrol.com/india/stockpricequote/electricals/dixontechnologies/DT07">Dixon Technologies</a> shares rose around 2 percent to close at Rs 10,354 apiece on February 2. <a href="https://www.moneycontrol.com/india/stockpricequote/engineering-industrial-equipments/syrmasgstechnology/SST06">Syrma SGS Technology</a> shares meanwhile gained more than 1 percent. <a href="https://www.moneycontrol.com/india/stockpricequote/electronics-components/kaynestechnologyindia/KTI">Kaynes Tech</a> shares however closed in the red today.
<h3>Budget reforms for EMS sector:</h3>
While presenting Union Budget 2026, Finance Minister Nirmala Sitharaman announced a sharp increase in the allocation for the Electronics Component Manufacturing Scheme (ECMS) to Rs 40,000 crore. The ECMS, notified by the Ministry of Electronics and Information Technology on April 8, 2025, was originally launched with an outlay of Rs 22,919 crore over six years.

The scheme aims to develop a robust domestic electronics component base by offering targeted incentives across 11 key segments, including printed circuit boards, capacitors, resistors, display modules and other critical components.

The enhanced outlay is expected to boost domestic value addition, curb import dependence on critical components, and strengthen the integration of Indian manufacturers into global supply chains.
<h3>Brokerages on EMS:</h3>
CLSA said that the budget marks a "pivot point" for electronics manufacturing. It added that the government allocation supports domestic component manufacturing and integration. However, it flagged near-term risks from lower smartphone assembly incentives.

Jefferies meanwhile said that higher allocation supports the medium-term outlook for electronic companies, but flagged execution timelines and the expiry of assembly-linked incentives as near-term risks for some players.

Nomura flagged continued policy support for electronics and semiconductors in the Budget as a key positive within a fiscally restrained framework.

"A boost to the semi-conductor sector and electronics manufacturing along with strategies to establish dedicated Rare Earth Corridors, clearly establishes the intention towards not only making the Indian economy self-reliant, but also ring fence the economy from global unrests that tend to disturb the supply chain ecosystem," said Prashant Kumar, Managing Director &amp; CEO of Yes Bank.

"Budget 2026 marks a structural shift in India’s semiconductor strategy by recognising that scale without sustainability is not globally competitive. With India Semiconductor Mission 2.0 and a proposed Rs 40,000 crore outlay for electronics manufacturing, the focus now moves beyond capacity creation to process excellence," said Deepak Pahwa - Chairman, Pahwa Group.

Follow all <a href="https://www.moneycontrol.com/news/business/markets/stock-market-live-updates-gift-nifty-hints-a-positive-start-us-markets-down-asia-mixed-liveblog-13804109.html">updates</a> about the stock markets here.

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Budget boosts long-term outlook for Dixon, Kaynes Tech, other EMS stocks, say brokerages

Finance Minister Nirmala Sitharaman presented Union Budget 2026 on February 1. Brokerages see India’s electronics manufacturing services sector benefitting from the Budget’s pivot toward higher value addition and backward integration.

Dixon Technologies shares rose around 2 percent to close at Rs 10,354 apiece on February 2. Syrma SGS Technology shares meanwhile gained more than 1 percent. Kaynes Tech shares however closed in the red today.
Budget reforms for EMS sector:
While presenting Union Budget 2026, Finance Minister Nirmala Sitharaman announced a sharp increase in the allocation for the Electronics Component Manufacturing Scheme (ECMS) to Rs 40,000 crore. The ECMS, notified by the Ministry of Electronics and Information Technology on April 8, 2025, was originally launched with an outlay of Rs 22,919 crore over six years.

The scheme aims to develop a robust domestic electronics component base by offering targeted incentives across 11 key segments, including printed circuit boards, capacitors, resistors, display modules and other critical components.

The enhanced outlay is expected to boost domestic value addition, curb import dependence on critical components, and strengthen the integration of Indian manufacturers into global supply chains.
Brokerages on EMS:
CLSA said that the budget marks a &quot;pivot point&quot; for electronics manufacturing. It added that the government allocation supports domestic component manufacturing and integration. However, it flagged near-term risks from lower smartphone assembly incentives.

Jefferies meanwhile said that higher allocation supports the medium-term outlook for electronic companies, but flagged execution timelines and the expiry of assembly-linked incentives as near-term risks for some players.

Nomura flagged continued policy support for electronics and semiconductors in the Budget as a key positive within a fiscally restrained framework.

&quot;A boost to the semi-conductor sector and electronics manufacturing along with strategies to establish dedicated Rare Earth Corridors, clearly establishes the intention towards not only making the Indian economy self-reliant, but also ring fence the economy from global unrests that tend to disturb the supply chain ecosystem,&quot; said Prashant Kumar, Managing Director &amp;amp; CEO of Yes Bank.

&quot;Budget 2026 marks a structural shift in India’s semiconductor strategy by recognising that scale without sustainability is not globally competitive. With India Semiconductor Mission 2.0 and a proposed Rs 40,000 crore outlay for electronics manufacturing, the focus now moves beyond capacity creation to process excellence,&quot; said Deepak Pahwa - Chairman, Pahwa Group.

Follow all updates about 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.

Power Grid shares jumped over 7 percent after FY26 capex guidance was raised, FY26 capex guidance revised to Rs 32,000 crore from Rs 28,000 crore, Company on track to exceed annual capex and capitalization targets

* Power Grid shares jumped over 7 percent after FY26 capex guidance was raised
* FY26 capex guidance revised to Rs 32,000 crore from Rs 28,000 crore
* Company on track to exceed annual capex and capitalization targets

Power Grid shares surged over 7% after the company raised its FY26 capex guidance to Rs 32,000 crore and capitalization target to Rs 22,000 crore, signaling strong execution and plans to exceed annual targets. The stock is the top gainer on Sensex and Nifty.

shorts/business/power-grid-shares-jump-7-after-firm-raises-fy26-capex-guidance-to-rs-32-000-crore

* Power Grid shares jumped over 7 percent after FY26 capex guidance was raised
* FY26 capex guidance revised to Rs 32,000 crore from Rs 28,000 crore
* Company on track to exceed annual capex and capitalization targets

The shares of <a href="https://www.moneycontrol.com/india/stockpricequote/power-generationdistribution/powergridcorporationindia/PGC">Power Grid Corporation of India</a> jumped nearly 8 percent on February 2 after the company’s management hiked the capex guidance for financial year 2026.

The shares of the company rose to Rs 270 apiece on Monday, snapping a two-session losing streak. It is the top gainer on benchmark indices Sensex and Nifty.
<h3>Power Grid FY26 capex revised:</h3>
During an analyst meet and the subsequent investor presentation, Power Grid’s management said that it is revising the company’s FY26 capex guidance to Rs 32,000 crore from the earlier Rs 28,000 crore. It also raised capitalization guidance for the ongoing financial year to Rs 22,000 crore from the earlier Rs 20,000 crore.

The upward revision reflects strong execution visibility for FY26 and beyond, Power Grid said.

The state-owned company’s capex as on January 31, 2026 stood at Rs 29,200 crore, already beyond its previous guidance, while capitalization was reported at Rs 18,700 crore.

The power transmission company said it is on track to achieve its plans of capital expenditure and capitalisation for FY26. Moreover, it is poised to exceed its annual guidance for capitalisation and capital expenditure, according to the presentation.
<h3>Power Grid share price:</h3>
Power Grid shares have gained more than 6 percent in the past five days, and fell more than 6 percent in the past six months. This came after the stock fell over 5 percent in the past one year, but rallied over 131 percent in the past five years.

The stock currently has a P/E ratio of 14.89.

Follow all <a href="https://www.moneycontrol.com/news/business/markets/stock-market-live-updates-gift-nifty-hints-a-positive-start-us-markets-down-asia-mixed-liveblog-13804109.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.

Power Grid shares jump 8% after firm raises FY26 capex guidance to Rs 32,000 crore

The shares of Power Grid Corporation of India jumped nearly 8 percent on February 2 after the company’s management hiked the capex guidance for financial year 2026.

The shares of the company rose to Rs 270 apiece on Monday, snapping a two-session losing streak. It is the top gainer on benchmark indices Sensex and Nifty.
Power Grid FY26 capex revised:
During an analyst meet and the subsequent investor presentation, Power Grid’s management said that it is revising the company’s FY26 capex guidance to Rs 32,000 crore from the earlier Rs 28,000 crore. It also raised capitalization guidance for the ongoing financial year to Rs 22,000 crore from the earlier Rs 20,000 crore.

The upward revision reflects strong execution visibility for FY26 and beyond, Power Grid said.

The state-owned company’s capex as on January 31, 2026 stood at Rs 29,200 crore, already beyond its previous guidance, while capitalization was reported at Rs 18,700 crore.

The power transmission company said it is on track to achieve its plans of capital expenditure and capitalisation for FY26. Moreover, it is poised to exceed its annual guidance for capitalisation and capital expenditure, according to the presentation.
Power Grid share price:
Power Grid shares have gained more than 6 percent in the past five days, and fell more than 6 percent in the past six months. This came after the stock fell over 5 percent in the past one year, but rallied over 131 percent in the past five years.

The stock currently has a P/E ratio of 14.89.

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.

L&T shares rose over 3 percent after strong capex boost in Union Budget 2026, FY27 capex projected at Rs 12.2 lakh crore, up 9 percent from FY26 estimates, Budget focuses on infrastructure growth and rejuvenation of industrial sectors

* L&T shares rose over 3 percent after strong capex boost in Union Budget 2026
* FY27 capex projected at Rs 12.2 lakh crore, up 9 percent from FY26 estimates
* Budget focuses on infrastructure growth and rejuvenation of industrial sectors

Larsen & Toubro shares rose over 3% after Finance Minister Sitharaman announced a strong capex boost in the Union Budget, projecting FY27 capex at Rs 12.2 lakh crore, a 9% increase, and new infrastructure initiatives to spur economic growth.

shorts/business/l-t-shares-rise-3-as-fm-announces-record-capex-in-structurally-positive-budget

* L&T shares rose over 3 percent after strong capex boost in Union Budget 2026
* FY27 capex projected at Rs 12.2 lakh crore, up 9 percent from FY26 estimates
* Budget focuses on infrastructure growth and rejuvenation of industrial sectors

The shares of <a href="https://www.moneycontrol.com/india/stockpricequote/infrastructure-general/larsentoubro/LT">Larsen &amp; Toubro</a> (L&amp;T) gained more than 3 percent on February 2 as strong capex boost announced by Finance Minister Nirmala Sitharaman yesterday boosted sentiment.

The shares of the engineering major jumped to Rs 3,934.80 apiece, snapping a two-session losing streak.
<h3>Here's what FM Sitharaman said:</h3>
While presenting Union Budget 2026, Finance Minister Nirmala Sitharaman announced that FY27 capex is projected at Rs 12.2 lakh crore. This marks a 9 percent rise from FY26 estimates. The spending plan is higher than the Rs 11.21 lakh crore budgeted for the current fiscal year, which was the highest on record.

She also announced that the government was proposing to rejuvenate legacy industrial sectors, and set up infrastructure risk guarantee fund. The setting up of dedicated REITs to accelerate recycling of significant real estate assets of CPSEs was also among the Budget proposals.

"The Budget's emphasis on infrastructure-led growth, development of industrial corridors and manufacturing hubs, data centres, high speed rail corridors, dedicated freight corridor, recycling of significant real estate assets of CPSEs through dedicated REITs, Rs 5000 crore allocation per city economic regions (CER) over 5 years in tier 2&amp;3 cities including temple towns are step towards amplifying the potential of these cities to deliver the economic growth," said Samir Jasuja, founder and CEO, PropEquity.

"For equity markets, the Budget is structurally positive, offering improved earnings visibility through infrastructure-led growth and policy certainty. While tax measures on derivatives may trigger near-term volatility, the broader policy framework enhances India’s long-term investment attractiveness, anchored in stability, reform momentum and sustainable growth," said Ajit Mishra – SVP, Research, Religare Broking.
<h3>L&amp;T share price history:</h3>
L&amp;T shares gained around 4 percent in the past five days, but fell more than 6 percent in the past one month. The stock gained around 8 percent in the past six months, nearly 19 percent in the past one year and around 158 percent in the past five years.

The stock currently has a P/E ratio of 27.65.

L&amp;T Q3 Results:

Larsen &amp; Toubro (L&amp;T) on January 28 reported a consolidated net profit of Rs 3,215 crore for Q3 FY26, marking a 4 percent YoY fall from Rs 3,358.84 crore net profit reported in Q3 FY25. This however included a one-time exceptional cost of Rs 1,191 crore due to the implementation of new labour codes last year.

Moneycontrol’s poll of brokerages had estimated the firm’s net profit to rise to Rs 4,524 crore.

The firm’s revenue from operations meanwhile rose 10.5% YoY to Rs 71,449.70 crore, missing MC poll estimate of Rs 75,011 crore.

Follow all <a href="https://www.moneycontrol.com/news/business/markets/stock-market-live-updates-gift-nifty-hints-a-positive-start-us-markets-down-asia-mixed-liveblog-13804109.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.

L&T shares rise 3% as FM announces record capex in 'structurally positive' Budget

The shares of Larsen &amp;amp; Toubro (L&amp;amp;T) gained more than 3 percent on February 2 as strong capex boost announced by Finance Minister Nirmala Sitharaman yesterday boosted sentiment.

The shares of the engineering major jumped to Rs 3,934.80 apiece, snapping a two-session losing streak.
Here's what FM Sitharaman said:
While presenting Union Budget 2026, Finance Minister Nirmala Sitharaman announced that FY27 capex is projected at Rs 12.2 lakh crore. This marks a 9 percent rise from FY26 estimates. The spending plan is higher than the Rs 11.21 lakh crore budgeted for the current fiscal year, which was the highest on record.

She also announced that the government was proposing to rejuvenate legacy industrial sectors, and set up infrastructure risk guarantee fund. The setting up of dedicated REITs to accelerate recycling of significant real estate assets of CPSEs was also among the Budget proposals.

&quot;The Budget's emphasis on infrastructure-led growth, development of industrial corridors and manufacturing hubs, data centres, high speed rail corridors, dedicated freight corridor, recycling of significant real estate assets of CPSEs through dedicated REITs, Rs 5000 crore allocation per city economic regions (CER) over 5 years in tier 2&amp;amp;3 cities including temple towns are step towards amplifying the potential of these cities to deliver the economic growth,&quot; said Samir Jasuja, founder and CEO, PropEquity.

&quot;For equity markets, the Budget is structurally positive, offering improved earnings visibility through infrastructure-led growth and policy certainty. While tax measures on derivatives may trigger near-term volatility, the broader policy framework enhances India’s long-term investment attractiveness, anchored in stability, reform momentum and sustainable growth,&quot; said Ajit Mishra – SVP, Research, Religare Broking.
L&amp;amp;T share price history:
L&amp;amp;T shares gained around 4 percent in the past five days, but fell more than 6 percent in the past one month. The stock gained around 8 percent in the past six months, nearly 19 percent in the past one year and around 158 percent in the past five years.

The stock currently has a P/E ratio of 27.65.

L&amp;amp;T Q3 Results:

Larsen &amp;amp; Toubro (L&amp;amp;T) on January 28 reported a consolidated net profit of Rs 3,215 crore for Q3 FY26, marking a 4 percent YoY fall from Rs 3,358.84 crore net profit reported in Q3 FY25. This however included a one-time exceptional cost of Rs 1,191 crore due to the implementation of new labour codes last year.

Moneycontrol’s poll of brokerages had estimated the firm’s net profit to rise to Rs 4,524 crore.

The firm’s revenue from operations meanwhile rose 10.5% YoY to Rs 71,449.70 crore, missing MC poll estimate of Rs 75,011 crore.

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.

Computer Peripherals Industry Stocks
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Stocks to Watch Today: PB Fintech, UPL, Clean Science, IRB Infra, Unichem Labs, Awfis Space, Thermax, Aarti Industries, City Union Bank, Ather Energy in focus on 03 February

Amansa Holdings picks up additional 1.1% stake in Clean Science

Budget boosts long-term outlook for Dixon, Kaynes Tech, other EMS stocks, say brokerages

Power Grid shares jump 8% after firm raises FY26 capex guidance to Rs 32,000 crore

L&T shares rise 3% as FM announces record capex in 'structurally positive' Budget

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

Gainers/Losers

Industry Market Map

Earnings Review-Q3 FY25-26

Stock News

Stocks to Watch Today: PB Fintech, UPL, Clean Science, IRB Infra, Unichem Labs, Awfis Space, Thermax, Aarti Industries, City Union Bank, Ather Energy in focus on 03 February

Amansa Holdings picks up additional 1.1% stake in Clean Science

Budget boosts long-term outlook for Dixon, Kaynes Tech, other EMS stocks, say brokerages

Power Grid shares jump 8% after firm raises FY26 capex guidance to Rs 32,000 crore

L&amp;T shares rise 3% as FM announces record capex in 'structurally positive' Budget

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

L&T shares rise 3% as FM announces record capex in 'structurally positive' Budget