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“The earnings for Shree Cements have been disappointing for the quarter, and despite the sort of assurances which come from the management, things haven’t been moving.

So I suppose people will wait for things to improve. I mean, at least in black and white, the numbers need to be better than what it is right now. So only then, I think the interest will come back.

Till then, I think it’ll be in a narrow band. I’m not saying that the stock will fall from here, but for the investor interest to come back, I mean, we should see the numbers in black and white.”

“Defence and aerospace, there are certain companies which are present in both of these segments. You can take an example of MTAR Technology. Likewise, there are stocks which we feel will garner good amount of orders. If 200 airplanes are required now, and almost, I think $300 million is required for each plane. So you can expect $60-65 billion of orders actually going to be given, and this is where these companies definitely are going to benefit. So I think yes, a lot of bottom-up is required now.

Considering that most of the defence stocks also are down, despite 17.5% of capex increase in the budget, we have not seen that kind of euphoria coming back in the defence space and coupling with the aerospace I think it’s definitely positive. L&T, for example, L&T is also moving into space, and L&T is also the beneficiary of nuclear energy. So I think this is one large cap which is very beautifully placed, considering the valuations also.

And recently it had declined because we had seen one of the order in the Middle East, it was not accepted, so it has seen that phase, and now coming back, and this is where we feel the Nifty will get, get support from these large caps, which are very attractively valued because they have spent a couple of years doing nothing.”

“I think the clouds are getting over. Last few quarters, we have seen not very great earnings from the small-cap category. In fact, it was struggling to come in positive.

And we were seeing some good earnings that time, actually, in some high quality mid cap stocks, but small caps in a very emerging theme, I think this is a time to look at, because it is not only the US deal, though, the US deal was much heavier on the sentiment, and in between, government has done some other deals also, or on the verge of getting those deals, the GCC, the Canada and previously, Oman and New Zealand already done.

So. I think it’s a double positive. Even the companies have worked upon this particular tough phase to better the margins in the non-US areas, which is, I think, more positive. Once the US market is opened, and the other markets are simultaneously opened, then I think from the volume perspective and from the margin perspective, it is going to be better.

Now the next thing is the capacity addition, because I think the demand is going to surge, and that is where you have to expand your capacities, and that we will see in certain areas now, wherever the high growth sectors are present.

So we feel the electronics is one of the segments in that area, possibly textiles, which was badly hit. I think this is one space where stocks have participated, but still, there are stocks which can still participate going forward.”

Nearly 40 Nifty Stocks Close Higher, SBI & Reliance Are Top Contributors

Broader Markets See A Major Move, Market Breadth Firmly In Favour Of Advances

Frontline Indices End With Gains Of More Than 0.5%, While Midcap Index Rises Over 1.5%

All Sectoral Indices Higher, With Consumer Durables & PSU Banks Leading The Gains

Sensex Rises 485 Points To 84,066 & Nifty 174 Points To 25,867

Midcap Index Gains 938 Points To 60,441, Nifty Bank 549 Points To 60,669

SBI Is Top Nifty Gainer, Rises 7% On Strong Q3 & A Guidance Raise

Titan & Grasim End The Day With A Gain Of 3% each Ahead Of Results

Shriram Finance Continues To See Buying, Closes The Session 6% Higher

Tata Steel Rises Nearly 3% As Q3 Results Beat Estimates, Positive Brokerage Note

Kalyan Jewellers Emerges As Top Midcap Gainer, Jumps Over 15% Post Strong Q3 Results

Zydus Life Gains 4% As Q3 Results Beat Estimates, Revenue Rises 30% YoY

Gokaldas Exports, Other Textile Stocks Rally Up To 7% On India–US Interim Trade Framework

Voda Idea Jumps 4% As Promoter KM Birla Buys Shares Via Open Market

PFC, REC Both Close In The Red After Board Approves Merger

NSE Advance-Decline Ratio At 4:1

“I have been recommending SBI for almost one year. And, I was looking at the valuation gap which existed between the private sector peers and, you know, SBI and some of the PSU banks. The performance had been improving, and we were reasonably confident that the credit growth is going to come. And that’s exactly what has played out. Credit growth is definitely strong. The management body language itself is indicating that they’re expecting even better credit growth. That’s why they upped the guidance.

I think the asset quality goes without saying- fantastic asset quality, which is probably the best in many, many years. So I think all cylinders, they’re firing. There are some IPOs of subsidiary companies which are being lined up. And that also should be good news for SBI because value unlocking will definitely happen.

The subsidiaries, in any case, are performing very well. And on top of everything, the Deposit Insurance and Credit Guarantee Corporation (DICGC) are reducing the insurance premium. And of course, SBI will be a big beneficiary of that. Definitely, it will improve the financial numbers even better going forward.

Remember, the valuation gap even now exists. If you look at Kotak Bank, it quotes around close to three times book, whereas SBI is 1.7 times book. So while I’m not saying they should be the same, considering the growth levers which Kotak Bank is creating, and SBI being SBI, it’s a very large organisation, the momentum may not be as much as Kotak, but the fact remains the valuation gap is still glaring, and some amount of bridging will definitely happen to bring it closer. So even at the current level, I think SBI definitely does look good from a long-term investor’s perspective.”

Net Profit down 44.5% At ₹44.2 Cr Vs ₹79.7 Cr (YoY)

Revenue down 5.6% At ₹1,574 Cr Vs ₹1,667 Cr (YoY)

EBITDA down 36.5% At `136.2 Cr Vs ₹214.5 Cr (YoY)

Margin At 8.7% Vs 12.9% (YoY)

Net Profit up 2% At ₹54.6 Cr Vs ₹53.5 Cr (YoY)

Revenue down 2.6% At ₹129.5 Cr Vs ₹133 Cr (YoY)

EBITDA up 7% At ₹57.5 Cr Vs ₹53.7 Cr (YoY)

Margin At 44.4% Vs 40.4% (YoY)

Net Profit up 99% At ₹171 crore Vs ₹86 crore (YoY)

Revenue up 35.6% At ₹3,303 crore Vs ₹2,435.7 crore (YoY)

EBITDA at ₹247 crore Vs ₹122.4 crore (YoY)

Margin At 7.5% Vs 5% (YoY)

Amit Gupta, Head Equities, PMS Motilal Oswal Private Wealth said:

Believe that electronics and textiles will be high-growth areas going ahead.

Some companies like MTAR Tech are present in both defence and aerospace and will benefit from increased order inflow.

The shares of Suprajit Engineering declined after the company announced its Q3 results.

Bajaj Auto | Launches WEGO P9018, An Electric 3W, At An Ex-showroom Price Of ₹4.4 Lk

The shares of Ceigall India declined, falling from the high, turning red after the company announced its results.

The shares of IndoStar surged from the lows of the day to jump over 4% after the company announced its results.

The shares of Zydus Life rose by over 4% after the company announced its results.

Margin At 26.5% Vs 26.3% (YoY) 

The shares of Sri Lotus wavered after announcing results, while trading with gains of 2%.

NSE active demat accounts rose to 4.511 crore in January 2026. Groww led with 3.53 lakh new clients, boosting its share to 27.66%, while Zerodha and Angel One saw declines.

More Here

Ceigall India posted increasing revenue, net profit, and EBITDA for Q3 FY26

Kaveri Seed Company Ltd. on Monday, February 9,

Net Profit down 15.6% to ₹13 crore

Revenue up 20.8% to ₹210.2 crore

EBITDA up 50.9% to ₹21.1 crore

Jyothy Lab shares rose after the company announced its results for the third quarter.

The shares of KPR Mill traded at a lukewarm pace despite announcing results for Q3.

Tata Steel’s TV Narendran speaks to CNBC-TV18

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