< -5%

STRING METAVERS

Boss Packaging 

Uma Converter

Shree Karthik P

-5% to -3%

B&B Triplewall 

TCPL Packaging

G K P Printing

Pyramid Techno

Uflex

AGI Greenpac

Texel Ind

-3% to 0%

Shree Tirupati 

Worth Periphera

B&A Packaging

Huhtamaki India

Shri Rama Multi

Emmbi Ind

Shree Ajit Pulp

Promact Impex

0% to 3%

SMVD Poly Pack 

3% to 5%

Purv Flexipack

Stocks in focus on January 16: Godrej Properties, Shriram Finance, TVS Supply Chain Solutions, DLF, Zaggle Prepaid Ocean Services,Transrail Lighting, Infosys, ICICI Prudential AMC

shorts/business/stocks-to-watch-today-infosys-icici-prudential-amc-hdb-financial-zydus-life-shriram-finance-zaggle-prepaid-transrail-lighting-in-focus-on-16-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>

Reliance Industries, Wipro, Tech Mahindra, Tata Technologies, Bajaj Healthcare, Central Bank of India, Federal Bank, Geojit Financial Services, JB Chemicals &amp; Pharmaceuticals, Jindal Saw, JSW Infrastructure, Kesoram Industries, L&amp;T Finance, Polycab India, Poonawalla Fincorp, Sobha, and Leela Palaces Hotels &amp; Resorts will release their quarterly results today.

<a href="https://www.moneycontrol.com/markets/earnings/" target="_blank">Results on January 17</a>

HDFC Bank, ICICI Bank, IDBI Bank, RBL Bank, Yes Bank, UCO Bank, Can Fin Homes, JK Cement, Netweb Technologies India, PNB Gilts, Punjab &amp; Sind Bank, and Rossari Biotech will announce their quarterly earnings on January 17.

<a href="https://www.moneycontrol.com/markets/earnings/" target="_blank">Quarterly Earnings</a>

<a href="https://www.moneycontrol.com/india/stockpricequote/computers-software/infosys/IT" target="_blank">Infosys</a> Q3 (Consolidated YoY)

Profit drops 2.2% to Rs 6,654 crore Vs Rs 6,806 crore

Revenue in rupee terms grows 8.9% to Rs 45,479 crore Vs Rs 41,764 crore

EBIT rises 6.4% to Rs 9,479 crore Vs Rs 8,912 crore

EBIT margin falls to 20.8% Vs 21.3%

Revenue in dollar terms jumps 3.2% to $5,099 million Vs $4,939 million

Labour code impact at Rs 1,289 crore Vs Nil

FY26 Guidance
Constant currency revenue growth guidance raised to 3-3.5% from 2-3%
EBIT margin guidance maintained in the range of 20-22%

<a href="https://www.moneycontrol.com/india/stockpricequote/finance-others/jiofinancialservices/JFS" target="_blank">Jio Financial Services</a> Q3 (Consolidated YoY)

Profit falls 8.75% to Rs 268.98 crore Vs Rs 294.78 crore

Total income surges 10.7% to Rs 901.05 crore Vs Rs 448.89 crore

Pre-provisioning operating profit grows 7% to Rs 354 crore

NBFC AUM zooms 4.5x to Rs 19,049 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/finance-investment/iciciprudentialassetmanagementcompany/IPA02" target="_blank">ICICI Prudential Asset Management Company</a> Q3 (YoY)

Profit soars 45.1% to Rs 917.1 crore Vs Rs 631.8 crore

Revenue jumps 23.5% to Rs 1,514.7 crore Vs Rs 1,226.7 crore

Company to pay interim dividend of Rs 14.85 per share

<a href="https://www.moneycontrol.com/india/stockpricequote/finance-nbfc/hdbfinancialservices/HFSL" target="_blank">HDB Financial Services</a> Q3 (YoY)

Profit spikes 36.3% to Rs 643.9 crore Vs Rs 472.3 crore

Revenue increases 22% to Rs 2,285 crore Vs Rs 1,872.1 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/engineering/lttechnologyservices/LTS" target="_blank">L&amp;T Technology Services</a> Q3 (Consolidated YoY)

Profit declines 6.1% to Rs 302.6 crore Vs Rs 322.4 crore

Revenue grows 10.2% to Rs 2,923.5 crore Vs Rs 2,653 crore

Labour code impact stands at Rs 35.4 crore Vs Nil

<a href="https://www.moneycontrol.com/india/stockpricequote/cement/nuvocovistascorporation/NVC" target="_blank">Nuvoco Vistas Corporation</a> Q3 (Consolidated YoY)

Profit stands at Rs 49 crore Vs loss of Rs 61.4 crore

Revenue grows 12.1% to Rs 2,701.3 crore Vs Rs 2,409.4 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/finance-stock-broking/angelone/ABL03" target="_blank">Angel One</a> Q3 (Consolidated YoY)

Profit declines 4.5% to Rs 268.7 crore Vs Rs 281.5 crore

Revenue increases 5.8% to Rs 1,334.9 crore Vs Rs 1,262.2 crore

Board approves 1:10 stock split, interim dividend of Rs 23 per share

<a href="https://www.moneycontrol.com/india/stockpricequote/finance-others/360onewam/IIFLW54277" target="_blank">360 ONE WAM</a> Q3 (Consolidated YoY)

Profit grows 20.3% to Rs 331 crore Vs Rs 275 crore

Revenue soars 33.2% to Rs 806 crore Vs Rs 605 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/telecommunication-equipment/nelco/NEL" target="_blank">NELCO</a> Q3 (Consolidated YoY)

Loss stands at Rs 1.2 crore Vs profit of Rs 4.95 crore

Revenue declines 3% to Rs 78.3 crore Vs Rs 80.7 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/banks-private-sector/southindianbank/SIB" target="_blank">South Indian Bank</a> Q3 (Standalone YoY)

Profit rises 9.5% to Rs 374.3 crore Vs Rs 341.9 crore

Net interest income increases 1.3% to Rs 880.7 crore Vs Rs 869.3 crore

Provisions and contingencies soar 21.8% to Rs 80.4 crore Vs Rs 66 crore

Gross NPA declines to 2.67% Vs 2.93% (QoQ)

Net NPA falls to 0.45% Vs 0.56% (QoQ)

<a href="https://www.moneycontrol.com/india/stockpricequote/mediaentertainment/dbcorp/C13" target="_blank">DB Corp</a> Q3 (Consolidated YoY)

Profit slips 19.2% to Rs 95.5 crore Vs Rs 118.2 crore

Revenue declines 5.8% to Rs 605.3 crore Vs Rs 642.7 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/engines/swarajengines/SE" target="_blank">Swaraj Engines</a> Q3 (YoY)

Profit zooms 31.8% to Rs 42.1 crore Vs Rs 32 crore

Revenue jumps 37% to Rs 473.2 crore Vs Rs 345.5 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/power-generationdistribution/sterlingwilsonrenewableenergy/SWS" target="_blank">Sterling and Wilson Renewable Energy</a> Q3 (Consolidated YoY)

Loss stands at Rs 2.8 crore Vs profit of Rs 14.83 crore

Revenue increases 13.9% to Rs 2,092.2 crore Vs Rs 1,837.2 crore

<a href="https://www.moneycontrol.com/india/stockpricequote/renewables/waareerenewabletechnologies/SA04" target="_blank">Waaree Renewable Technologies</a> Q3 (Consolidated YoY)

Profit zooms 124.7% to Rs 120.2 crore Vs Rs 53.5 crore

Revenue jumps 136.2% to Rs 851 crore Vs Rs 360.3 crore

Board approves project for setting up of 80 MWac/120 MWp solar power park at Buldhana, Maharashtra

Quarterly Business Updates

<a href="https://www.moneycontrol.com/india/stockpricequote/constructioncontracting-real-estate/kolte-patildevelopers/KD07" target="_blank">Kolte Patil Developers</a> Q3 (YoY)

New area sales value drops 11% to Rs 605 crore Vs Rs 680 crore

Sales volume declines 14% to 0.69 msf Vs 0.81 msf

Realisation grows 4% to Rs 8,726 per sq ft Vs Rs 8,394 per sq ft

Collections jump 25% to Rs 709 crore Vs Rs 567 crore

Stocks to Watch

<a href="https://www.moneycontrol.com/india/stockpricequote/pharmaceuticals/biocon/BL03" target="_blank">Biocon</a>

The biopharmaceutical company has closed a Qualified Institutions Placement (QIP), raising Rs 4,150 crore through the issuance of 11.26 crore equity shares to eligible qualified institutional buyers at Rs 368.35 per share.

The QIP proceeds will be utilised to meet the cash consideration payable to Mylan Inc. (Viatris) for buying out its shareholding in Biocon Biologics.

<a href="https://www.moneycontrol.com/india/stockpricequote/pharmaceuticalsdrugs/zyduslifesciences/CHC" target="_blank">Zydus Lifesciences</a>

The company has received final approval from the United States Food and Drug Administration (USFDA) for Eltrombopag tablets, which are used for the treatment of thrombocytopenia (low platelet count) in specific blood disorders. Eltrombopag tablets had annual sales of $1,262.5 million in the United States.

Additionally, the company has completed the acquisition of Agenus Inc.’s biologics manufacturing facilities and launched Zylidac Bio LLC in the US.

<a href="https://www.moneycontrol.com/india/stockpricequote/pharmaceuticals/drreddyslaboratories/DRL" target="_blank">Dr Reddy's Laboratories</a>

The pharma company announced the launch of over-the-counter (OTC) Olopatadine Hydrochloride Ophthalmic Solution, the generic equivalent of Extra Strength Pataday Once-Daily Relief, in the US market, as approved by the USFDA.

Olopatadine Hydrochloride Ophthalmic Solution USP, 0.7%, is an antihistamine eye drop indicated for the temporary relief of itchy eyes due to pollen, ragweed, grass, animal hair, and dander.

<a href="https://www.moneycontrol.com/india/stockpricequote/telecommunications-services/railtelcorporationindia/RCo01" target="_blank">RailTel Corporation of India</a>

The company has received a Letter of Acceptance (LoA) from Central Railway for a Rs 88.66 crore project involving the supply, installation, testing, and commissioning (SITC) of IP-MPLS network equipment at various stations of the Mumbai, Pune, Solapur, Bhusawal, and Nagpur divisions of Central Railway for unified communication on Indian Railways.

<a href="https://www.moneycontrol.com/india/stockpricequote/infrastructure-general/nbccindia/NBC01" target="_blank">NBCC (India)</a>

The company has received an order worth Rs 55.02 crore from Indian Overseas Bank for the planning, designing, execution, and successful handover of the construction of the IOB New Regional Office in Raipur.

<a href="https://www.moneycontrol.com/india/stockpricequote/pharmaceuticals/sunpharmaadvancedresearchcompany/SPA" target="_blank">Sun Pharma Advanced Research Company</a>

The Board has approved the issuance of 3.85 crore warrants worth Rs 599.98 crore at a price of Rs 155.8 per share to Shanghvi Finance, the promoter group.

<a href="https://www.moneycontrol.com/india/stockpricequote/infrastructure-general/bharatheavyelectricals/BHE" target="_blank">Bharat Heavy Electricals</a>

The company has commenced the supply of semi-high-speed underslung traction transformers for the Vande Bharat Sleeper Train project being executed by a BHEL-led consortium with TRSL.

<a href="https://www.moneycontrol.com/india/stockpricequote/power-generationdistribution/ntpcgreenenergy/NGE" target="_blank">NTPC Green Energy</a>

The Board has approved the Joint Venture Agreement for the incorporation of a 50:50 joint venture company (JVC) with GAIL (India) for undertaking renewable energy projects.

<a href="https://www.moneycontrol.com/india/stockpricequote/constructioncontracting-real-estate/godrejproperties/GP11" target="_blank">Godrej Properties</a>

The booking value grew 19% year-on-year to Rs 34,171 crore in 2025, while collections for the year increased 28% to Rs 18,979 crore.

<a href="https://www.moneycontrol.com/india/stockpricequote/finance-leasinghire-purchase/shriramfinance/STF" target="_blank">Shriram Finance</a>

About 98.5% of shareholders voted in favour of the proposal to issue equity shares by way of a preferential issue on a private placement basis to MUFG Bank, and 91.9% of shareholders voted in favour of a one-time, non-recurring, fixed payment to Shriram Ownership Trust, the promoter of the company, for non-compete and non-solicit obligations.

A shareholders’ meeting was held for the proposed strategic capital infusion by MUFG Bank and to explain the rationale behind it.

<a href="https://www.moneycontrol.com/india/stockpricequote/ceramicsgranite/nitco/N52" target="_blank">NITCO</a>

The Board approved the appointment of Bikash Jain as Chief Financial Officer and designated him as a Key Managerial Personnel of the company, effective January 16.

<a href="https://www.moneycontrol.com/india/stockpricequote/logistics/tvssupplychainsolutions/TSC03" target="_blank">TVS Supply Chain Solutions</a>

The Board has appointed Vikas Chadha as the Global Chief Executive Officer of the company, effective January 22.

<a href="https://www.moneycontrol.com/india/stockpricequote/constructioncontracting-real-estate/dlf/D04" target="_blank">DLF</a>

The National Company Law Tribunal (NCLT), Chandigarh, has approved the scheme of amalgamation between DLF and its 16 wholly owned subsidiaries, with the appointed date of the scheme being April 1, 2024.

Consequent to the amalgamation, these 16 companies will stand dissolved without winding up and will cease to be subsidiaries of the company.

<a href="https://www.moneycontrol.com/india/stockpricequote/hotel-resortrestaurants/apeejaysurrendraparkhotels/ASPHL" target="_blank">Apeejay Surrendra Park Hotels</a>

The company has launched its first hotel in Bihar with the opening of Zone Connect by The Park, Patna.

<a href="https://www.moneycontrol.com/india/stockpricequote/it-servicesconsulting/zaggleprepaidoceanservices/ZPO" target="_blank">Zaggle Prepaid Ocean Services</a>

The company has entered into a referral agreement with Jio Credit.

Under this agreement, Zaggle will refer its corporate customers to Jio Credit for availing leasing solutions under Zaggle's Device Leasing Program.

<a href="https://www.moneycontrol.com/india/stockpricequote/engineering-construction/transraillighting/TLL01" target="_blank">Transrail Lighting</a>

The company has secured orders worth Rs 527 crore in the transmission &amp; distribution and poles &amp; lighting segments, further strengthening its presence across the MENA region and Africa.

With these additions, Transrail’s cumulative order inflows for FY26 have reached Rs 5,637 crore.

Bulk Deals

<a href="https://www.moneycontrol.com/india/stockpricequote/finance-general/aavasfinanciers/AF17" target="_blank">Aavas Financiers</a>

Small Cap World Fund Inc., managed by global investment management firm Capital Group, exited Aavas Financiers by offloading its entire holding of 19.64 lakh shares (2.48% stake) at a price of Rs 1,440 per share, amounting to Rs 282.81 crore.

However, HDFC Mutual Fund has acquired 19.5 lakh shares (equivalent to a 2.46% stake) in Aavas for Rs 280.87 crore at the same price.

<a href="https://www.moneycontrol.com/india/stockpricequote/retailing/indiamartintermesh/II12" target="_blank">IndiaMART InterMESH</a>

Smallcap World Fund sold 6.26 lakh shares (1.04% stake) in IndiaMART InterMESH for Rs 132.17 crore. The fund held a 1.83% stake in the company as of September 2025.

However, Nalanda India Equity Fund, managed by Singapore-based investment organisation Nalanda Capital, has acquired 11.18 lakh shares (1.86% stake) for Rs 236.05 crore.

The transaction price for the IndiaMART deal was Rs 2,110 per share.

<a href="https://www.moneycontrol.com/india/stockpricequote/cables-powerothers/polycabindia/PI44" target="_blank">Polycab India</a>

Motilal Oswal Mutual Fund sold 7.61 lakh shares (0.5% stake) in Polycab at Rs 7,350.02 per share, amounting to Rs 559.4 crore.

As of September 2025, the Motilal Oswal Nifty India Manufacturing ETF held a 3.85% stake in Polycab.

Stocks Trade Ex-Dividend

Tata Consultancy Services
HCL Technologies
Jaro Institute of Technology Management and Research
TAAL Tech

Stock Trades Ex-Date for Split, Bonus

Best Agrolife

Stocks in F&amp;O ban

Sammaan Capital
SAIL

Disclaimer: MoneyControl is a part of the Network18 group. Network18 is controlled by Independent Media Trust, of which Reliance Industries is the sole beneficiary.

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: Infosys, ICICI Prudential AMC, HDB Financial, Zydus Life, Shriram Finance, Zaggle Prepaid, Transrail Lighting in focus on 16 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

Reliance Industries, Wipro, Tech Mahindra, Tata Technologies, Bajaj Healthcare, Central Bank of India, Federal Bank, Geojit Financial Services, JB Chemicals &amp;amp; Pharmaceuticals, Jindal Saw, JSW Infrastructure, Kesoram Industries, L&amp;amp;T Finance, Polycab India, Poonawalla Fincorp, Sobha, and Leela Palaces Hotels &amp;amp; Resorts will release their quarterly results today.

Results on January 17

HDFC Bank, ICICI Bank, IDBI Bank, RBL Bank, Yes Bank, UCO Bank, Can Fin Homes, JK Cement, Netweb Technologies India, PNB Gilts, Punjab &amp;amp; Sind Bank, and Rossari Biotech will announce their quarterly earnings on January 17.

Quarterly Earnings

Infosys Q3 (Consolidated YoY)

Profit drops 2.2% to Rs 6,654 crore Vs Rs 6,806 crore

Revenue in rupee terms grows 8.9% to Rs 45,479 crore Vs Rs 41,764 crore

EBIT rises 6.4% to Rs 9,479 crore Vs Rs 8,912 crore

EBIT margin falls to 20.8% Vs 21.3%

Revenue in dollar terms jumps 3.2% to $5,099 million Vs $4,939 million

Labour code impact at Rs 1,289 crore Vs Nil

FY26 Guidance
Constant currency revenue growth guidance raised to 3-3.5% from 2-3%
EBIT margin guidance maintained in the range of 20-22%

Jio Financial Services Q3 (Consolidated YoY)

Profit falls 8.75% to Rs 268.98 crore Vs Rs 294.78 crore

Total income surges 10.7% to Rs 901.05 crore Vs Rs 448.89 crore

Pre-provisioning operating profit grows 7% to Rs 354 crore

NBFC AUM zooms 4.5x to Rs 19,049 crore

ICICI Prudential Asset Management Company Q3 (YoY)

Profit soars 45.1% to Rs 917.1 crore Vs Rs 631.8 crore

Revenue jumps 23.5% to Rs 1,514.7 crore Vs Rs 1,226.7 crore

Company to pay interim dividend of Rs 14.85 per share

HDB Financial Services Q3 (YoY)

Profit spikes 36.3% to Rs 643.9 crore Vs Rs 472.3 crore

Revenue increases 22% to Rs 2,285 crore Vs Rs 1,872.1 crore

L&amp;amp;T Technology Services Q3 (Consolidated YoY)

Profit declines 6.1% to Rs 302.6 crore Vs Rs 322.4 crore

Revenue grows 10.2% to Rs 2,923.5 crore Vs Rs 2,653 crore

Labour code impact stands at Rs 35.4 crore Vs Nil

Nuvoco Vistas Corporation Q3 (Consolidated YoY)

Profit stands at Rs 49 crore Vs loss of Rs 61.4 crore

Revenue grows 12.1% to Rs 2,701.3 crore Vs Rs 2,409.4 crore

Angel One Q3 (Consolidated YoY)

Profit declines 4.5% to Rs 268.7 crore Vs Rs 281.5 crore

Revenue increases 5.8% to Rs 1,334.9 crore Vs Rs 1,262.2 crore

Board approves 1:10 stock split, interim dividend of Rs 23 per share

360 ONE WAM Q3 (Consolidated YoY)

Profit grows 20.3% to Rs 331 crore Vs Rs 275 crore

Revenue soars 33.2% to Rs 806 crore Vs Rs 605 crore

NELCO Q3 (Consolidated YoY)

Loss stands at Rs 1.2 crore Vs profit of Rs 4.95 crore

Revenue declines 3% to Rs 78.3 crore Vs Rs 80.7 crore

South Indian Bank Q3 (Standalone YoY)

Profit rises 9.5% to Rs 374.3 crore Vs Rs 341.9 crore

Net interest income increases 1.3% to Rs 880.7 crore Vs Rs 869.3 crore

Provisions and contingencies soar 21.8% to Rs 80.4 crore Vs Rs 66 crore

Gross NPA declines to 2.67% Vs 2.93% (QoQ)

Net NPA falls to 0.45% Vs 0.56% (QoQ)

DB Corp Q3 (Consolidated YoY)

Profit slips 19.2% to Rs 95.5 crore Vs Rs 118.2 crore

Revenue declines 5.8% to Rs 605.3 crore Vs Rs 642.7 crore

Swaraj Engines Q3 (YoY)

Profit zooms 31.8% to Rs 42.1 crore Vs Rs 32 crore

Revenue jumps 37% to Rs 473.2 crore Vs Rs 345.5 crore

Sterling and Wilson Renewable Energy Q3 (Consolidated YoY)

Loss stands at Rs 2.8 crore Vs profit of Rs 14.83 crore

Revenue increases 13.9% to Rs 2,092.2 crore Vs Rs 1,837.2 crore

Waaree Renewable Technologies Q3 (Consolidated YoY)

Profit zooms 124.7% to Rs 120.2 crore Vs Rs 53.5 crore

Revenue jumps 136.2% to Rs 851 crore Vs Rs 360.3 crore

Board approves project for setting up of 80 MWac/120 MWp solar power park at Buldhana, Maharashtra

Quarterly Business Updates

Kolte Patil Developers Q3 (YoY)

New area sales value drops 11% to Rs 605 crore Vs Rs 680 crore

Sales volume declines 14% to 0.69 msf Vs 0.81 msf

Realisation grows 4% to Rs 8,726 per sq ft Vs Rs 8,394 per sq ft

Collections jump 25% to Rs 709 crore Vs Rs 567 crore

Stocks to Watch

Biocon

The biopharmaceutical company has closed a Qualified Institutions Placement (QIP), raising Rs 4,150 crore through the issuance of 11.26 crore equity shares to eligible qualified institutional buyers at Rs 368.35 per share.

The QIP proceeds will be utilised to meet the cash consideration payable to Mylan Inc. (Viatris) for buying out its shareholding in Biocon Biologics.

Zydus Lifesciences

The company has received final approval from the United States Food and Drug Administration (USFDA) for Eltrombopag tablets, which are used for the treatment of thrombocytopenia (low platelet count) in specific blood disorders. Eltrombopag tablets had annual sales of $1,262.5 million in the United States.

Additionally, the company has completed the acquisition of Agenus Inc.’s biologics manufacturing facilities and launched Zylidac Bio LLC in the US.

Dr Reddy's Laboratories

The pharma company announced the launch of over-the-counter (OTC) Olopatadine Hydrochloride Ophthalmic Solution, the generic equivalent of Extra Strength Pataday Once-Daily Relief, in the US market, as approved by the USFDA.

Olopatadine Hydrochloride Ophthalmic Solution USP, 0.7%, is an antihistamine eye drop indicated for the temporary relief of itchy eyes due to pollen, ragweed, grass, animal hair, and dander.

RailTel Corporation of India

The company has received a Letter of Acceptance (LoA) from Central Railway for a Rs 88.66 crore project involving the supply, installation, testing, and commissioning (SITC) of IP-MPLS network equipment at various stations of the Mumbai, Pune, Solapur, Bhusawal, and Nagpur divisions of Central Railway for unified communication on Indian Railways.

NBCC (India)

The company has received an order worth Rs 55.02 crore from Indian Overseas Bank for the planning, designing, execution, and successful handover of the construction of the IOB New Regional Office in Raipur.

Sun Pharma Advanced Research Company

The Board has approved the issuance of 3.85 crore warrants worth Rs 599.98 crore at a price of Rs 155.8 per share to Shanghvi Finance, the promoter group.

Bharat Heavy Electricals

The company has commenced the supply of semi-high-speed underslung traction transformers for the Vande Bharat Sleeper Train project being executed by a BHEL-led consortium with TRSL.

NTPC Green Energy

The Board has approved the Joint Venture Agreement for the incorporation of a 50:50 joint venture company (JVC) with GAIL (India) for undertaking renewable energy projects.

Godrej Properties

The booking value grew 19% year-on-year to Rs 34,171 crore in 2025, while collections for the year increased 28% to Rs 18,979 crore.

Shriram Finance

About 98.5% of shareholders voted in favour of the proposal to issue equity shares by way of a preferential issue on a private placement basis to MUFG Bank, and 91.9% of shareholders voted in favour of a one-time, non-recurring, fixed payment to Shriram Ownership Trust, the promoter of the company, for non-compete and non-solicit obligations.

A shareholders’ meeting was held for the proposed strategic capital infusion by MUFG Bank and to explain the rationale behind it.

NITCO

The Board approved the appointment of Bikash Jain as Chief Financial Officer and designated him as a Key Managerial Personnel of the company, effective January 16.

TVS Supply Chain Solutions

The Board has appointed Vikas Chadha as the Global Chief Executive Officer of the company, effective January 22.

DLF

The National Company Law Tribunal (NCLT), Chandigarh, has approved the scheme of amalgamation between DLF and its 16 wholly owned subsidiaries, with the appointed date of the scheme being April 1, 2024.

Consequent to the amalgamation, these 16 companies will stand dissolved without winding up and will cease to be subsidiaries of the company.

Apeejay Surrendra Park Hotels

The company has launched its first hotel in Bihar with the opening of Zone Connect by The Park, Patna.

Zaggle Prepaid Ocean Services

The company has entered into a referral agreement with Jio Credit.

Under this agreement, Zaggle will refer its corporate customers to Jio Credit for availing leasing solutions under Zaggle's Device Leasing Program.

Transrail Lighting

The company has secured orders worth Rs 527 crore in the transmission &amp;amp; distribution and poles &amp;amp; lighting segments, further strengthening its presence across the MENA region and Africa.

With these additions, Transrail’s cumulative order inflows for FY26 have reached Rs 5,637 crore.

Bulk Deals

Aavas Financiers

Small Cap World Fund Inc., managed by global investment management firm Capital Group, exited Aavas Financiers by offloading its entire holding of 19.64 lakh shares (2.48% stake) at a price of Rs 1,440 per share, amounting to Rs 282.81 crore.

However, HDFC Mutual Fund has acquired 19.5 lakh shares (equivalent to a 2.46% stake) in Aavas for Rs 280.87 crore at the same price.

IndiaMART InterMESH

Smallcap World Fund sold 6.26 lakh shares (1.04% stake) in IndiaMART InterMESH for Rs 132.17 crore. The fund held a 1.83% stake in the company as of September 2025.

However, Nalanda India Equity Fund, managed by Singapore-based investment organisation Nalanda Capital, has acquired 11.18 lakh shares (1.86% stake) for Rs 236.05 crore.

The transaction price for the IndiaMART deal was Rs 2,110 per share.

Polycab India

Motilal Oswal Mutual Fund sold 7.61 lakh shares (0.5% stake) in Polycab at Rs 7,350.02 per share, amounting to Rs 559.4 crore.

As of September 2025, the Motilal Oswal Nifty India Manufacturing ETF held a 3.85% stake in Polycab.

Stocks Trade Ex-Dividend

Tata Consultancy Services
HCL Technologies
Jaro Institute of Technology Management and Research
TAAL Tech

Stock Trades Ex-Date for Split, Bonus

Best Agrolife

Stocks in F&amp;amp;O ban

Sammaan Capital
SAIL

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

Small Cap World Fund exits Aavas Financiers, Small Cap World Fund sells over 1% shares in IndiaMART InterMESH, Motilal Oswal Mutual Fund offloads 0.5% stake in Polycab India

* Small Cap World Fund exits Aavas Financiers
* Small Cap World Fund sells over 1% shares in IndiaMART InterMESH
* Motilal Oswal Mutual Fund offloads 0.5% stake in Polycab India

shorts/business/small-cap-world-fund-exits-aavas-financiers-sells-over-1-shares-in-indiamart

* Small Cap World Fund exits Aavas Financiers
* Small Cap World Fund sells over 1% shares in IndiaMART InterMESH
* Motilal Oswal Mutual Fund offloads 0.5% stake in Polycab India

Small Cap World Fund Inc, managed by global investment management firm Capital Group, exited Aavas Financiers and sold over 1 percent shares in IndiaMART InterMESH via open market transactions on January 14.

As per the bulk deals data published by exchanges, HDFC Mutual Fund has acquired 19.5 lakh shares (equivalent to 2.46 percent of paid-up equity) in Aavas, the housing finance company, for Rs 280.87 crore.

However, Small Cap World Fund exited <a href="https://www.moneycontrol.com/india/stockpricequote/finance-general/aavasfinanciers/AF17">Aavas</a> by offloading its entire holding of 19.64 lakh shares (2.48 percent stake) for Rs 282.81 crore. Both have done this transaction at a price of Rs 1,440 per share.

Meanwhile, Smallcap World Fund sold 6.26 lakh shares (1.04 percent stake) in <a href="https://www.moneycontrol.com/india/stockpricequote/retailing/indiamartintermesh/II12">IndiaMART InterMESH</a>, the Noida-headquartered B2B online marketplace company, for Rs 132.17 crore. The fund was holding 1.83 percent stake in the company as of September 2025.

However, Nalanda India Equity Fund, managed by Singapore-based investment organisation Nalanda Capital, has acquired 11.18 lakh shares (1.86 percent stake) for Rs 236.05 crore.

The transaction price for the IndiaMART deal was Rs 2,110 per share.

Aavas Financiers shares fell 0.23 percent to Rs 1,443.6 and IndiaMART InterMESH stock declined 1.95 percent to Rs 2,114.5 amid significantly higher volumes on the NSE.

<a href="https://www.moneycontrol.com/india/stockpricequote/cables-powerothers/polycabindia/PI44">Polycab India</a> shares also corrected 3.06 percent to Rs 7,323.5 amid high volumes, may be after Motilal Oswal Mutual Fund sold 7.61 lakh shares (0.5 percent stake) at Rs 7,350.02 per share, for Rs 559.4 crore.

As of September 2025, Motilal Oswal Nifty India Manufacturing ETF held 3.85 percent shares in Polycab, the wires and cables manufacturing company.

<img class="alignnone size-full wp-image-13774671 aligncenter" src="https://images.moneycontrol.com/static-mcnews/2026/01/20260115190730_Image3215012026.jpg" alt="Image3215012026" width="700" height="837" />

Small Cap World Fund exits Aavas Financiers, sells over 1% shares in IndiaMART

Small Cap World Fund Inc, managed by global investment management firm Capital Group, exited Aavas Financiers and sold over 1 percent shares in IndiaMART InterMESH via open market transactions on January 14.

As per the bulk deals data published by exchanges, HDFC Mutual Fund has acquired 19.5 lakh shares (equivalent to 2.46 percent of paid-up equity) in Aavas, the housing finance company, for Rs 280.87 crore.

However, Small Cap World Fund exited Aavas by offloading its entire holding of 19.64 lakh shares (2.48 percent stake) for Rs 282.81 crore. Both have done this transaction at a price of Rs 1,440 per share.

Meanwhile, Smallcap World Fund sold 6.26 lakh shares (1.04 percent stake) in IndiaMART InterMESH, the Noida-headquartered B2B online marketplace company, for Rs 132.17 crore. The fund was holding 1.83 percent stake in the company as of September 2025.

However, Nalanda India Equity Fund, managed by Singapore-based investment organisation Nalanda Capital, has acquired 11.18 lakh shares (1.86 percent stake) for Rs 236.05 crore.

The transaction price for the IndiaMART deal was Rs 2,110 per share.

Aavas Financiers shares fell 0.23 percent to Rs 1,443.6 and IndiaMART InterMESH stock declined 1.95 percent to Rs 2,114.5 amid significantly higher volumes on the NSE.

Polycab India shares also corrected 3.06 percent to Rs 7,323.5 amid high volumes, may be after Motilal Oswal Mutual Fund sold 7.61 lakh shares (0.5 percent stake) at Rs 7,350.02 per share, for Rs 559.4 crore.

As of September 2025, Motilal Oswal Nifty India Manufacturing ETF held 3.85 percent shares in Polycab, the wires and cables manufacturing company.

Kuwait may cancel oil project tenders worth $8.7 bn, says report, JM Financial cut L&T's order inflow estimates by 5-6% for FY26-28, L&T shares fell 7% in five days but JM Financial maintains 'Buy' rating

* Kuwait may cancel oil project tenders worth $8.7 bn, says report
* JM Financial cut L&T's order inflow estimates by 5-6% for FY26-28
* L&T shares fell 7% in five days but JM Financial maintains 'Buy' rating

JM Financial warned that Kuwait's possible cancellation of $8.7bn oil project tenders could impact L&T's order inflows, though L&T clarified these projects aren't in its order book. L&T shares have fallen 7% in five days but JM maintains a 'Buy' rating.

shorts/business/l-t-shares-extend-fall-as-jm-financial-trims-firm-s-order-inflow-forecast-on-8-7-bn-kuwait-tender-uncertainty

* Kuwait may cancel oil project tenders worth $8.7 bn, says report
* JM Financial cut L&T's order inflow estimates by 5-6% for FY26-28
* L&T shares fell 7% in five days but JM Financial maintains 'Buy' rating

JM Financial issued a cautious note for <a href="https://www.moneycontrol.com/india/stockpricequote/infrastructure-general/larsentoubro/LT">Larsen &amp; Toubro</a> (L&amp;T), stating that the uncertainty around Kuwait reportedly cancelling a few tenders can cloud order inflow visibility for the engineering major.

The shares of the company extended decline for the fifth consecutive session on January 14.
<h3>Kuwait mulls cancellation of oil project tenders worth $8.7 bn, says report:</h3>
Kuwait is discussing <a href="https://www.moneycontrol.com/news/business/markets/kuwait-is-discussing-cancellation-of-oil-project-tenders-worth-8-7-bn-says-report-l-t-shares-fall-3-here-s-why-13770144.html">plans to cancel oil project tenders worth $8.7 billion</a>, media company MEED reported citing people familiar with the matter. It added that Kuwait's discussions come after bids for several contracts came in well above the budget, raising concerns over cost efficiency and fiscal impact.

According to analysts quoted by CNBC-TV18, L&amp;T was the lowest bidder in tenders worth more than $4.5 billion.

Moneycontrol couldn't independently verify the report.
<h3>L&amp;T clarifies:</h3>
The company <a href="https://www.moneycontrol.com/news/business/markets/l-t-clarifies-as-stock-falls-4-on-report-of-kuwait-cancelling-8-7-bn-orders-says-not-part-of-company-s-order-book-13770841.html">clarified that the said that the projects</a> referred to in the media reports were not part of the company’s order book. "Further, the Company can’t comment on the status of tenders or commercial decisions of its Clients," it added.
<h3>JM Financial on L&amp;T:</h3>
In its note, JM Financial said it has noted earlier that L&amp;T is well-placed in $5-billion worth of tenders in Kuwait. Thus, any potential delay or cancellation of these bids may adversely impact its order inflows, the domestic brokerage said.

It still expects L&amp;T to meet its FY26 order inflow growth guidance of 10 percent YoY due to the firm’s April-December order inflows of Rs 3.2 trillion and strong prospects for Q4 FY26. However, it cut its core order inflow estimates by 5-6 percent for FY26-28 to account for possible delay/cancellation in the Kuwait tenders.

“This leads to ~3% cut in our core FY28E EBITDA; thus, a 3% fall in the stock price on 13th Jan’26 largely factors in such a deferral,” the brokerage said. Notably, the stock fell as much as 4.5 percent on November 13, before recovering some losses.

JM Financial maintained its ‘Buy’ rating for the stock with a target price of Rs 4,500 per share, implying an upside potential of nearly 16 percent from the stock’s previous closing price.
<h3>L&amp;T share price:</h3>
L&amp;T shares fell 0.6 percent to trade at Rs 3,863.90 apiece, as seen at 1.20 pm. The stock has fallen around 7 percent in the past five days, and nearly 6 percent in the past one month. It however increased 11 percent in the past six months, and 12 percent in the past one year.

The stock currently has a P/E ratio of 27.93, and a market capitalization of nearly Rs 5.32 lakh crore.

Follow all <a href="https://www.moneycontrol.com/news/business/markets/stock-market-live-updates-gift-nifty-indicates-a-flat-start-us-asian-markets-rise-liveblog-13771718.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 extend fall as JM Financial trims firm's order inflow forecast on $8.7-bn Kuwait tender uncertainty

JM Financial issued a cautious note for Larsen &amp;amp; Toubro (L&amp;amp;T), stating that the uncertainty around Kuwait reportedly cancelling a few tenders can cloud order inflow visibility for the engineering major.

The shares of the company extended decline for the fifth consecutive session on January 14.
Kuwait mulls cancellation of oil project tenders worth $8.7 bn, says report:
Kuwait is discussing plans to cancel oil project tenders worth $8.7 billion, media company MEED reported citing people familiar with the matter. It added that Kuwait's discussions come after bids for several contracts came in well above the budget, raising concerns over cost efficiency and fiscal impact.

According to analysts quoted by CNBC-TV18, L&amp;amp;T was the lowest bidder in tenders worth more than $4.5 billion.

Moneycontrol couldn't independently verify the report.
L&amp;amp;T clarifies:
The company clarified that the said that the projects referred to in the media reports were not part of the company’s order book. &quot;Further, the Company can’t comment on the status of tenders or commercial decisions of its Clients,&quot; it added.
JM Financial on L&amp;amp;T:
In its note, JM Financial said it has noted earlier that L&amp;amp;T is well-placed in $5-billion worth of tenders in Kuwait. Thus, any potential delay or cancellation of these bids may adversely impact its order inflows, the domestic brokerage said.

It still expects L&amp;amp;T to meet its FY26 order inflow growth guidance of 10 percent YoY due to the firm’s April-December order inflows of Rs 3.2 trillion and strong prospects for Q4 FY26. However, it cut its core order inflow estimates by 5-6 percent for FY26-28 to account for possible delay/cancellation in the Kuwait tenders.

“This leads to ~3% cut in our core FY28E EBITDA; thus, a 3% fall in the stock price on 13th Jan’26 largely factors in such a deferral,” the brokerage said. Notably, the stock fell as much as 4.5 percent on November 13, before recovering some losses.

JM Financial maintained its ‘Buy’ rating for the stock with a target price of Rs 4,500 per share, implying an upside potential of nearly 16 percent from the stock’s previous closing price.
L&amp;amp;T share price:
L&amp;amp;T shares fell 0.6 percent to trade at Rs 3,863.90 apiece, as seen at 1.20 pm. The stock has fallen around 7 percent in the past five days, and nearly 6 percent in the past one month. It however increased 11 percent in the past six months, and 12 percent in the past one year.

The stock currently has a P/E ratio of 27.93, and a market capitalization of nearly Rs 5.32 lakh 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.

L&amp;T shares extend fall as JM Financial trims firm's order inflow forecast on $8.7-bn Kuwait tender uncertainty

Real estate stocks fell for the 7th session, Nifty Realty hits a 9-month low., IT layoffs are impacting housing demand, especially in luxury urban segments, Analysts foresee more declines unless policy changes or rate cuts aid the sector.

* Real estate stocks fell for the 7th session, Nifty Realty hits a 9-month low.
* IT layoffs are impacting housing demand, especially in luxury urban segments
* Analysts foresee more declines unless policy changes or rate cuts aid the sector.

Indian real estate stocks fell for a seventh session, with Nifty Realty hitting a nine-month low, as analysts link sustained IT layoffs and AI-driven job cuts to weaker housing demand, especially in luxury segments of major cities like Bangalore and Hyderabad.

shorts/business/real-estate-stocks-fall-for-7th-straight-day-analysts-say-d-street-is-factoring-in-a-slump-due-to-it-layoffs

* Real estate stocks fell for the 7th session, Nifty Realty hits a 9-month low.
* IT layoffs are impacting housing demand, especially in luxury urban segments
* Analysts foresee more declines unless policy changes or rate cuts aid the sector.

The shares of real estate companies dropped in trade on January 14, recording a decline for the seventh consecutive session. Analysts have collectively highlighted how sustained IT layoffs may continue to impact the sector, and what lies ahead.

The sharp fall in the share prices pushed the <a href="https://www.moneycontrol.com/indian-indices/nifty-realty-34.html">Nifty Realty index</a> down around 1.7 percent to hit a near nine-month low of 843.60 in the morning trading hours of Wednesday. The sectoral index fell a combined 8% in the last seven trading sessions.
<h3>Top realty losers today:</h3>
Signatureglobal (India) shares dropped over 2 percent, while <a href="https://www.moneycontrol.com/india/stockpricequote/constructioncontracting-real-estate/prestigeestatesprojects/PEP02">Prestige Estates</a> shares fell around 2 percent. <a href="https://www.moneycontrol.com/india/stockpricequote/construction-residentialcommercial-complexes/lodhadevelopers/MD03">Macrotech Developers</a> (Lodha), Brigade Enterprises and Phoenix Mills shares fell more than 1 percent each on January 14.

Anant Raj and <a href="https://www.moneycontrol.com/india/stockpricequote/constructioncontracting-real-estate/godrejproperties/GP11">Godrej Properties</a> shares fell around 1 percent each, while Sobha shares were down in the red with marginal losses. Bucking the trend, Oberoi Realty and <a href="https://www.moneycontrol.com/india/stockpricequote/constructioncontracting-real-estate/dlf/D04">DLF</a> shares were trading in the green with marginal gains.
<h3>Are IT layoffs behind the downturn?</h3>
Indian IT sector has seen mass layoffs last year, which have now spilled over to this year. In July last year, Moneycontrol exclusively reported that the IT behemoth Tata Consultancy Services will be letting go of 2 percent of its workforce, or roughly over 12,000 employees, over 2026, in a bid to become more agile and future-ready amid rapid disruptions in technology.

India’s largest IT services company on January 12 said that it has released 6,000 employees in Q2, and around 1,800 employees in December quarter.

HCLTech, which also released its Q3 results on January 12, reported a net reduction of 261 employees during the quarter, taking its total employee base to 2,26,379 at the end of the December. However, the company didn't mention how many of these employees voluntarily exited and how many were laid off.

According to analysts, the IT layoffs have impacted housing demand in key areas, thereby impacting the stocks. IT layoffs are likely to be the major reason for the low demand in the luxury segment of urban centers like Bangalore and Hyderabad as they will be discouraging the high-income buyers, said Shashank Gupta, Director, RPS Group.

He added that mid-to-premium housing sales, which have already dropped 15 percent year-on-year, will continue to be affected negatively as the professionals will not be willing to upgrade, opting instead to rent amid such job uncertainties.

"The market has whispered to the executives with Nifty Realty down by 20% from the peaks and talking about the disruption posed by the AI, which also indicates that 30% of the IT jobs that are luxury demand would get stifled due to the automation by 2027. The stock corrections that are expected to be around 5-7% are dependent on the RBI rate cuts and policy revamps that could fuel the market by the second quarter of 2026," the analyst said.

Keshav Mangla, GM Business Development at Forteasia Realty, cited Anarock data to explain that financial tech layoffs of more than 1 lakh since 2024 have already resulted in a 12 percent drop in the demand for Tier-1 cities, thus resulting in developers' difficulties in managing cash flows and having to sell off their inventory.
<h3>'A double-edged sword for real estate stocks':</h3>
"The stock market does not seem to be giving enough attention to the AI threat; the tools for generative AI are expected to take away 20-25% of the coding jobs which can bring down the HNI investments that are responsible for 30% of luxury property launches," Mangla said.

The continuous IT layoffs, which are expected to reach 2,00,000 by FY27, are a double-edged sword for real estate stocks which are currently at multi-month lows, said Anurag Goel, Director, Goel Ganga Developments. He explained that this was because the IT layoffs will cause a further reduction in purchasing power in the markets relying mostly on IT where 35 percent of home loans are taken out.
<h3>What is in store for the future?</h3>
"The lowest ever prices for Brigade and Sobha indicate the investors' fears about the prolonged sales stagnation, as the number of launches in Q3 2025 has declined by 18%. The stock market is taking into account the AI risks only to a certain extent since companies like Infosys that are hyperscalers are moving towards automating and thus, displacing the mid-level talent and consequently, the demand for flats costing Rs 10 lakh-Rs 30 lakh is being affected," Goel said.

"A slight hopefulness," said Goel while speaking about what lies ahead. However, he expects the real estate stocks to decline by another 8 to 10 percent more in the absence of a stimulus.
<h3>Is there a silver lining?</h3>
While headlines around IT layoffs and AI-led efficiency gains have raised concerns, the market is already discounting a slowdown in incremental office demand rather than a collapse, said Harshal Dasani, Business Head, INVasset PMS.

"AI is more a productivity lever than a demand destroyer at this stage. It may change how space is used, but it does not eliminate the need for physical offices, especially in collaborative and client-facing roles," Dasani explained.

He added that residential demand remains supported by stable employment outside pure tech, improving balance sheets, and low speculative supply. "Near-term consolidation is possible, but structurally, the sector is adjusting—not breaking," the analyst said.

Follow all <a href="https://www.moneycontrol.com/news/business/markets/stock-market-live-updates-gift-nifty-indicates-a-flat-start-us-asian-markets-rise-liveblog-13771718.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.

Real estate stocks fall for 7th straight day: Analysts say D-Street is factoring in a likely slump due to IT layoffs

The shares of real estate companies dropped in trade on January 14, recording a decline for the seventh consecutive session. Analysts have collectively highlighted how sustained IT layoffs may continue to impact the sector, and what lies ahead.

The sharp fall in the share prices pushed the Nifty Realty index down around 1.7 percent to hit a near nine-month low of 843.60 in the morning trading hours of Wednesday. The sectoral index fell a combined 8% in the last seven trading sessions.
Top realty losers today:
Signatureglobal (India) shares dropped over 2 percent, while Prestige Estates shares fell around 2 percent. Macrotech Developers (Lodha), Brigade Enterprises and Phoenix Mills shares fell more than 1 percent each on January 14.

Anant Raj and Godrej Properties shares fell around 1 percent each, while Sobha shares were down in the red with marginal losses. Bucking the trend, Oberoi Realty and DLF shares were trading in the green with marginal gains.
Are IT layoffs behind the downturn?
Indian IT sector has seen mass layoffs last year, which have now spilled over to this year. In July last year, Moneycontrol exclusively reported that the IT behemoth Tata Consultancy Services will be letting go of 2 percent of its workforce, or roughly over 12,000 employees, over 2026, in a bid to become more agile and future-ready amid rapid disruptions in technology.

India’s largest IT services company on January 12 said that it has released 6,000 employees in Q2, and around 1,800 employees in December quarter.

HCLTech, which also released its Q3 results on January 12, reported a net reduction of 261 employees during the quarter, taking its total employee base to 2,26,379 at the end of the December. However, the company didn't mention how many of these employees voluntarily exited and how many were laid off.

According to analysts, the IT layoffs have impacted housing demand in key areas, thereby impacting the stocks. IT layoffs are likely to be the major reason for the low demand in the luxury segment of urban centers like Bangalore and Hyderabad as they will be discouraging the high-income buyers, said Shashank Gupta, Director, RPS Group.

He added that mid-to-premium housing sales, which have already dropped 15 percent year-on-year, will continue to be affected negatively as the professionals will not be willing to upgrade, opting instead to rent amid such job uncertainties.

&quot;The market has whispered to the executives with Nifty Realty down by 20% from the peaks and talking about the disruption posed by the AI, which also indicates that 30% of the IT jobs that are luxury demand would get stifled due to the automation by 2027. The stock corrections that are expected to be around 5-7% are dependent on the RBI rate cuts and policy revamps that could fuel the market by the second quarter of 2026,&quot; the analyst said.

Keshav Mangla, GM Business Development at Forteasia Realty, cited Anarock data to explain that financial tech layoffs of more than 1 lakh since 2024 have already resulted in a 12 percent drop in the demand for Tier-1 cities, thus resulting in developers' difficulties in managing cash flows and having to sell off their inventory.
'A double-edged sword for real estate stocks':
&quot;The stock market does not seem to be giving enough attention to the AI threat; the tools for generative AI are expected to take away 20-25% of the coding jobs which can bring down the HNI investments that are responsible for 30% of luxury property launches,&quot; Mangla said.

The continuous IT layoffs, which are expected to reach 2,00,000 by FY27, are a double-edged sword for real estate stocks which are currently at multi-month lows, said Anurag Goel, Director, Goel Ganga Developments. He explained that this was because the IT layoffs will cause a further reduction in purchasing power in the markets relying mostly on IT where 35 percent of home loans are taken out.
What is in store for the future?
&quot;The lowest ever prices for Brigade and Sobha indicate the investors' fears about the prolonged sales stagnation, as the number of launches in Q3 2025 has declined by 18%. The stock market is taking into account the AI risks only to a certain extent since companies like Infosys that are hyperscalers are moving towards automating and thus, displacing the mid-level talent and consequently, the demand for flats costing Rs 10 lakh-Rs 30 lakh is being affected,&quot; Goel said.

&quot;A slight hopefulness,&quot; said Goel while speaking about what lies ahead. However, he expects the real estate stocks to decline by another 8 to 10 percent more in the absence of a stimulus.
Is there a silver lining?
While headlines around IT layoffs and AI-led efficiency gains have raised concerns, the market is already discounting a slowdown in incremental office demand rather than a collapse, said Harshal Dasani, Business Head, INVasset PMS.

&quot;AI is more a productivity lever than a demand destroyer at this stage. It may change how space is used, but it does not eliminate the need for physical offices, especially in collaborative and client-facing roles,&quot; Dasani explained.

He added that residential demand remains supported by stable employment outside pure tech, improving balance sheets, and low speculative supply. &quot;Near-term consolidation is possible, but structurally, the sector is adjusting—not breaking,&quot; the analyst said.

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.

Q3 Results: A total of 25 companies are announcing their results for the October-December quarter of the ongoing financial year 2025-2026 today. Infosys, Groww, HDB Financial Services, HDFC Asset Management Company, ICICI Prudential Asset Management Company, Indian Overseas Bank (IOB), Mangalore Refinery and Petrochemicals (MRPL), Network 18 Media &amp; Investments, Union Bank of India, Indosolar and Waaree Renewable Technologies are some of the notable names among them.

Follow Moneycontrol's LIVE blog for all the latest updates, key expectations and more.

Infosys Q3 Results Highlights: IT firm on track to add 20,000 freshers in FY26, says CFO

Live Blog

Q3 Results: A total of 25 companies are announcing their results for the October-December quarter of the ongoing financial year 2025-2026 today. Infosys, Groww, HDB Financial Services, HDFC Asset Management Company, ICICI Prudential Asset Management Company, Indian Overseas Bank (IOB), Mangalore Refinery and Petrochemicals (MRPL), Network 18 Media &amp;amp; Investments, Union Bank of India, Indosolar and Waaree Renewable Technologies are some of the notable names among them.

Follow Moneycontrol's LIVE blog for all the latest updates, key expectations and more.

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

Gainers/Losers

Industry Market Map

Earnings Review-Q3 FY25-26

Stock News

Stocks to Watch Today: Infosys, ICICI Prudential AMC, HDB Financial, Zydus Life, Shriram Finance, Zaggle Prepaid, Transrail Lighting in focus on 16 January

Small Cap World Fund exits Aavas Financiers, sells over 1% shares in IndiaMART

L&T shares extend fall as JM Financial trims firm's order inflow forecast on $8.7-bn Kuwait tender uncertainty

Real estate stocks fall for 7th straight day: Analysts say D-Street is factoring in a likely slump due to IT layoffs

Infosys Q3 Results Highlights: IT firm on track to add 20,000 freshers in FY26, says CFO

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

Gainers/Losers

Industry Market Map

Earnings Review-Q3 FY25-26

Stock News

Stocks to Watch Today: Infosys, ICICI Prudential AMC, HDB Financial, Zydus Life, Shriram Finance, Zaggle Prepaid, Transrail Lighting in focus on 16 January

Small Cap World Fund exits Aavas Financiers, sells over 1% shares in IndiaMART

L&amp;T shares extend fall as JM Financial trims firm's order inflow forecast on $8.7-bn Kuwait tender uncertainty

Real estate stocks fall for 7th straight day: Analysts say D-Street is factoring in a likely slump due to IT layoffs

Infosys Q3 Results Highlights: IT firm on track to add 20,000 freshers in FY26, says CFO

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

L&T shares extend fall as JM Financial trims firm's order inflow forecast on $8.7-bn Kuwait tender uncertainty