News

Stocks to Watch Today (February 04, 2026): Indian equity markets are expected to remain stock-specific on Wednesday, 4 February, as the RBI’s Monetary Policy Committee (MPC) meeting begins and a steady flow of earnings and corporate developments keeps investors cautious. Financials, power stocks and consumption-linked names are likely to see action through the session.

The RBI MPC meeting begins today and will run till 6 February. Markets will closely track commentary on inflation, liquidity conditions and policy stance.

Bajaj Finserv will announce its quarterly results post market. Focus will be on performance across lending, insurance and asset management businesses.

Trent is scheduled to report earnings during variable hours. Store expansion, festive demand and margin trends will be key triggers.

Bajaj Holdings will declare its results post market. Commentary on dividend income and portfolio performance will be watched.

Cummins India will announce results during variable hours. Demand outlook from industrial and power segments will be in focus.

NHPC is set to report earnings post market. Power generation, tariffs and project execution updates will be tracked.

Tata Power will remain in focus ahead of its results. Renewable capacity additions and margin outlook will be key.

Tube Investments will announce results between 1 pm and 3 pm. Growth in engineering and mobility businesses will be tracked.

Sammaan Capital will report earnings during variable hours. Asset quality and lending growth will be key areas of focus.

Devyani International’s board will meet to consider fund raising along with its quarterly results.

ITC will trade ex-date today for its interim dividend of Rs 6.50 per share.

Lenskart Solutions will be in focus as the anchor lock-in for 2 per cent of shares opens today.

Aditya Infotech will see action as the anchor lock-in for 63 per cent of shares opens.

Bajaj Finance reported mixed Q3FY26 consolidated results. NII rose 20 per cent year-on-year, while business growth remained strong. Asset quality improved overall, though stress was seen in MSME and two-wheeler and three-wheeler loan books. The company also took a one-time charge related to new labour codes.

Aditya Birla Capital reported strong Q3FY26 results. NII and PAT rose sharply year-on-year, supported by broad-based growth across NBFC, housing finance and insurance businesses.

NBCC received six orders worth Rs 271 crore from ICAI and the Department of Fisheries, Uttarakhand.

Torrent Power said its board will meet on 10 February to consider raising funds through the issuance of NCDs on a private placement basis.

IRFC entered into a strategic agreement for the development of Tuticorin Port. The move aligns with the company’s role in financing railway and related infrastructure projects.

DLF signed a business transfer agreement with Makalu Builders to sell its Kolkata Tech Park asset for Rs 410 crore.

JSW Energy clarified reports around setting up a nuclear power plant by 2030, stating that it currently has no major investment plans in the nuclear power sector.

NLC India received a letter of award from SECI for setting up a 600 MW solar power project through its subsidiary.

SCI entered into agreements with CONCOR and multiple port authorities for container logistics services, strengthening its logistics footprint.

Action Construction Equipment, Godrej Agrovet, Kansai Nerolac Paints, Nazara Technologies, Restaurant Brands Asia, Triveni Turbine, V2 Retail, JK Lakshmi Cement, Aarti Drugs and Firstsource Solutions will remain in focus in the cash segment.