News

Stocks to Watch Today (February 02, 2026): Indian equity markets are expected to remain stock-specific on Monday, 2 February, amid a mix of earnings announcements, corporate developments and sectoral triggers following Budget-related changes. F&O stocks, auto names and capital market-linked counters are likely to stay in focus through the session.

Indus Towers will announce its quarterly results post market. Investors will track tenancy additions, ARPU-linked commentary and cash flow trends.

PG Electroplast is scheduled to announce results during variable hours. The stock will be watched for updates on order inflows and margin performance.

PB Fintech will report its quarterly earnings post market. Focus will be on growth in policy sales, losses and profitability roadmap.

UPL will declare results between 1 pm and 3 pm. Commentary on global agri demand, pricing pressure and margins will be key.

BPCL will trade ex-dividend today for its interim dividend of Rs 10 per share.

Orkla India will be in focus as the anchor lock-in for 11 per cent of shares opens today.

Latent View Analytics will announce its quarterly results in the cash segment. Growth outlook in analytics services will be tracked.

Quess Corp is in focus after the Deputy Commissioner of Income Tax raised a demand of Rs 159.92 crore for assessment year 2022–23.

Hero MotoCorp and other auto stocks will remain in focus as monthly auto sales data for January is released.

Shriram Finance received a tax notice of Rs 96 lakh from the Commercial Tax Officer, Chennai. The development may influence near-term sentiment.

MOIL announced a 5 per cent hike in manganese ore prices, effective February 1. The price increase is expected to support realisations.

Capital market-related stocks such as BSE, CDSL and Angel one will remain in focus following changes in Securities Transaction Tax announced in the Budget.

Tobacco stocks may see interest as no change in cigarette taxes on Budget day is typically viewed as positive for the sector.

Alcohol stocks are likely to be under pressure as liquor prices are expected to rise.

Restaurant and hotel stocks may see volatility after a hike in commercial LPG rates.

Jewellery stocks such as Titan and Senco Gold will remain in focus as the Budget did not announce any increase in customs duty on gold.