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IT will not get much benefit from AI boom? Expert said – real earning opportunities are hidden in these sectors – ai boom may not benefit it services most power equipment hvac and infrastructure sectors seen as real earnings opportunity says expert

AI Related Sectors: Investment is increasing across the world due to the growth of Artificial Intelligence i.e. AI. But Rana Gupta, senior portfolio manager of Manulife Investment Management, believes that the biggest benefits of this race may not be to software exporters, but to those companies which are creating the infrastructure to run AI.

Rana Gupta says that investors are currently focusing excessively on IT service companies. But, the real opportunity lies in the data center and infrastructure to support hyperscaler expansion.

First electricity and machines, later software

Gupta points out that global tech companies are committing hundreds of billions of dollars of capex to win the AI race. This money does not go directly to the software companies. First of all, this expenditure goes in sectors like electricity, power system, equipment and metals.

He clearly said, ‘Tech companies need power for AI… and there are many big players in power systems and metals.’ That means the expansion of AI is dependent on electricity and heavy equipment.

Demand for supporting industries will increase with data center

As hyperscalers are increasing their capacity, the need for data centers is also increasing. Switchgear, backup generators, cables and cooling systems are necessary to run a data center. AI workloads consume a lot of power and have to run continuously without interruption. Besides, temperature control is also very important.

According to Gupta, these supporting industries can get stability of orders and earnings in the long run, as the use of AI is continuously increasing and data centers run 24 hours.

Not semiconductor, but opportunity in power equipment

India may not manufacture semiconductors or memory chips on a large scale, but it has a strong presence in the electrical equipment and engineering supply chain. Gupta particularly sees opportunities in power equipment, generators and HVAC i.e. heating, ventilation and air conditioning systems.

With the increase in the pace of data center construction, demand in these areas may increase. He believes that the era of AI will look not just like technology but also like an industrial investment cycle.

Need to change perspective on IT service sector

Gupta says that now it would not be right to consider IT service companies as the sole beneficiaries of AI spending. Tech companies are part of a larger ecosystem. Real multi-year and stable order flow can come from companies that are directly involved in capex spending, such as power and infrastructure companies.

Positive signs regarding domestic economy also

Apart from the AI theme, Gupta is also optimistic about the Indian economy. He says that corporate earnings are showing improvement and credit growth is also increasing. Profits of BSE-500 companies have increased by about 11 to 12 percent, which is a sign of strength in economic activity.

In the financial sector, they especially like those banks and financial institutions that provide loans to small and medium businesses. “Within credit growth, we are most optimistic about SME credit,” he said.

Signs of comeback in private investment

According to Gupta, after a long period of slowdown, private sector investment is showing signs of increasing again. Companies are now talking about new investments in data centres, real estate and metals. Besides, the government’s defense expenditure is also increasing.

He said, ‘For the first time after one and a half years, companies have given positive signals regarding capex in the earnings call.’

Improvement in commercial vehicle sector also

The impact of the boom in private investment and construction activities is also visible on the transport sector. After two years of slowdown, demand for commercial vehicles is improving. Both vehicle manufacturers and finance companies can benefit from this.

Gupta says, ‘After two years of slowdown, the commercial vehicle sector seems to have a good runway ahead.’ According to him, the story of AI is not limited to just tech companies. This could become a massive investment wave taking forward multiple sectors like power, infrastructure, engineering, finance and transport simultaneously.

Market outlook: Fear of war in the Middle East has troubled the market, know how it may move on February 20

Disclaimer: The advice or opinions expressed on Moneycontrol.com are the personal views of the expert/brokerage firm. The website or management is not responsible for this. Moneycontrol advises users to always seek the advice of a certified expert before taking any investment decision.

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ABB India Q4 Results: Revenue increased, pressure on profit; Shareholders will get a dividend of ₹29 – abb india q4 results revenue beats estimates profit falls 18 percent announces 29 rupees dividend share price and market cap details

ABB India Q4 Results: Industrial technology company ABB India Ltd has released its results for the quarter ending December 2025. This is the fourth quarter result for the company, as it follows a calendar year rather than a fiscal year. The company’s revenue was higher than expected, but profits were under pressure due to rising costs.

Revenue better than expected

ABB India’s revenue grew 5.7 percent year-on-year to Rs 3,557 crore. This is higher than CNBC-TV18’s estimate of Rs 3,436.2 crore.

However, net profit declined by 18 percent to Rs 433 crore. It was Rs 528 crore in the same quarter last year. This was less than the estimate of Rs 442.6 crore.

EBITDA and margin decline

ABB India’s EBITDA declined 17 percent to Rs 545.6 crore. It was Rs 656.7 crore in the same quarter last year. Operating margin fell to 15.3 percent from 19.5 percent. This is less than the estimate of 16 percent.

The company said that rising raw material inflation and labor costs impacted profits. Expenses related to the new labor code also caused pressure on margins.

Huge jump in orders

Despite the decline in margins, ABB India’s order book remained strong. Orders increased 52 percent in the fourth quarter. This is the highest order intake for Q4 in the last five years. According to the company, this increase was due to widespread demand and timely receipt of some big orders.

Record performance for the whole year

ABB India wins highest ever orders in calendar year 2025. Total orders stood at Rs 14,115 crore, while revenue stood at Rs 13,203 crore. Both grew by 8 percent on an annual basis.

Profit before tax margin for the full year was 16.9 percent. Return on Capital Employed was recorded at 21 percent.

Management statement

ABB India Managing Director Sanjeev Sharma said the record order book and revenues reflect the company’s strong execution. However, margins remained under pressure due to fluctuations in input costs.

declaration of dividend

ABB India’s board has recommended a final dividend of Rs 29.59 per share for the year ending December 31, 2025. This will depend on shareholders’ approval.

Status of ABB India shares

ABB India shares closed at Rs 5,715, down 2.83% on Thursday. The company has given a return of 12.77% in 6 months. During the last 5 years it has increased by 275.59%. The market cap of the company is Rs 1.21 lakh crore.

Crude becomes expensive: ONGC and Oil India shares rise by 7%, but HPCL-BPCL fall by 4%

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Market outlook: Fear of war in the middle east has shaken the market, find out how it might play out on February 20 – market outlook fear of war in the middle east has shaken the market find out how it might play out on February 20

Stock market: Heavy selling was seen in the Indian stock market on Thursday, 19 February. Investors booked profits across all sectors after the recent surge in the market. Due to this, the Sensex fell by 1,470 points in intraday trade. Whereas Nifty was seen going to intraday low of 25,388.75 in today’s trading session. Although the index made some recovery, it finally closed with a big fall. At the end of the trading session, Sensex fell 1,236 points or 1.48 per cent to close at 82,498.14. At the same time, Nifty fell 365 points or 1.41 percent and closed at 25,454.35.

Large-scale selling also affected mid- and small-cap indices. The BSE 150 Midcap index closed down 1.54 percent and the BSE 250 Smallcap index closed down 1.16 percent. Investors lost around Rs 8 lakh crore in a single day as the total market capitalization of BSE listed companies declined to around Rs 464 lakh crore from Rs 472 lakh crore in the previous session.

The biggest falling stocks in Nifty included InterGlobe Aviation, M&M, Bharat Electronics, UltraTech Cement and Trent. While Dr Reddy’s Laboratories, ONGC, HDFC Life and Hindalco Industries were the biggest gainers. All sectoral indices closed in the red with Auto, Capital Goods, Realty, Power, Consumer Durables, Media falling 2-2 per cent each.

How can the market move in future?

Nagaraj Shetty, Senior Technical Research Analyst, HDFC Securities It is said that due to increasing geo-political tension between US and Iran, huge fluctuations were seen in Nifty on Thursday and the market fell by 365 points. After opening on a positive note, Nifty could not hold near the level of 25900 and slipped above it.

A long-range bear candle (about 500 points high low range) has formed on the daily chart which closed near the swing low of February 16. Technically, this market action is indicative of the formation of a ‘Bearish Engulfing’ pattern and a sharp decline in the range of the last four sessions in a single session. This is not a good sign.

Today on Thursday, the short term trend of Nifty has sharply reversed downwards after a slight rise. If it goes below 25400, Nifty may fall to the next support level of 25200-25100 in short term.

Market Experts It says that valuations have come to decent levels for large caps, but remain high for mid and small caps, due to which the market remains range-bound. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Nifty is trading at around 20 times FY2027 estimated earnings, while NSE Midcap and NSE Small-cap indices are trading at 28 and 24 times FY27 estimated earnings, respectively, it said. This makes this market a stock picker’s market. In such a situation, we should focus only on selected quality shares.

Bonanza Research Analyst Abhinav Tiwari It is said that due to geopolitical risk and increase in crude oil prices, there may be more volatility in the market in the short term. However, strong domestic fundamentals suggest that any market correction could be a buying opportunity for long-term investors rather than a signal of a trend change.

Disclaimer: The views expressed on Moneycontrol.com are the personal views of the experts. The website or management is not responsible for this. Money Control advises users to seek the advice of a certified expert before taking any investment decision.

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AI Impact Summit: AI is the biggest opportunity for the tech sector and the IT industry, will face challenges – Tata Sons chief N Chandrasekaran – AI is the biggest opportunity for the tech sector and the IT industry tata sons chief n chandrasekaran

India AI Impact Summit 2026 : Tata Sons Chief N Chandrasekaran on Thursday described Artificial Intelligence as the “biggest opportunity” for the technology sector and the IT industry. Along with this, he also told about Tata Group’s big plan to include AI in its business. Talking about the group’s strategy, the Chairman of Tata Sons said that AI is the biggest opportunity for the tech sector and IT industry. AI will drastically transform public services and enterprise operations. This will have a huge impact on public service delivery. The real value of the IT industry is the context and understanding of each enterprise.

Global cooperation needed for big goals

Explaining the group’s roadmap, N Chandrasekaran said that Tata Group is integrating Artificial Intelligence across the entire technology stack. Tata Group is adopting AI across the entire stack, from silicon to systems, AI-ready data centers, applications and AI agents. He further said that this big goal will require global cooperation. For this we will have to work with well-known partners in India and around the world.

Announcing a major partnership, Chandrasekaran said, “I am happy to share that we have partnered with OpenAI to expand the first 100 MW capacity to 1GW.” This collaboration signals the group’s intention to significantly expand its AI infrastructure capacity.

He also talked about plans for a data-driven AI platform based on India’s diversity. He said, “We are building an AI data insights platform. What we are building is based on different Indian datasets, so that intelligence is available in different Indian data sets.”

Plan to bring industry-specific AI solutions

Apart from this, Tata Group is also working on plans to bring industry-specific AI solutions. Chandrasekaran said, “We will create agentic industry solutions for all industries. The focus will be on creating AI systems capable of autonomous decision-making according to different sectors”.

AI will prove to be a huge growth driver for the IT industry

Emphasizing his point, Chandrasekaran said that Artificial Intelligence will prove to be a huge growth driver for the IT industry. Contextual knowledge and understanding of the enterprise will be most important for value creation in the era of AI.

Announcing a multi-layered strategic partnership with OpenAI

Tata Consultancy Services, the IT services arm of the Tata Group, on February 19 announced a multi-layered strategic partnership with OpenAI. This will accelerate the adoption of Artificial Intelligence in enterprise, consumer platforms and social impact programs in India and international markets.

The alliance will focus on driving AI-driven innovation across Tata Group companies, launching joint go-to-market initiatives for global clients and building large-scale AI infrastructure in India.

Under this agreement, several thousand Tata Group employees will be given access to enterprise ChatGPT to increase productivity and drive innovation. TCS will also integrate OpenAI’s Codex tools into its workflow to improve software development efficiency and engineering outcomes.

There is no dearth of opportunities in AI, there are bigger opportunities in it than ever before: Nandan Nilekani

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Stock Market Live Update: Sensex rises 120 points, Nifty crosses 25,850, Cochin Shipyard, NCC, Zydus Life in focus – live stock market today February 19 updates bse nse sensex nifty latest news crude dr reddys labs zydus lifesciences ncc pace digitek share price

Stock Market Live Update: Dollar rose due to Fed being in no hurry to reduce rates

The dollar was above its recent low on Thursday and remained bullish even after minutes from the Federal Reserve showed policymakers are in no rush to cut interest rates and many are open to a hike if inflation persists. US yields were higher and the dollar’s overnight gains against the euro and yen strengthened in early trading in Asia, keeping the euro below $1.18.

The Australian dollar remained at $0.7045 after employment data showed the unemployment rate remained at a multi-month low of 4.1%.

The New Zealand dollar took a hit, posting its biggest percentage decline since last April’s tariff attack, which dampened market expectations, after the central bank sounded cautious on future interest rate hikes. The yen was hit by a stronger dollar overnight, and the Trump administration blocked $36 billion worth of projects as the first investment under Japan’s $550 billion US investment pledge. It was down 1% overnight and was steady at 154.78 against the dollar on Thursday, down from the 152 level following Prime Minister Sanae Takaichi’s landslide election victory last week. The yen has been falling for several years due to low local interest rates and concerns about Japan’s budget outlook, but has recently received support from expectations for economic growth.

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Cigarette prices increased, shares jumped up to 20% – cigarette stocks rally itc and godfrey philips shares climb up to 12 percent watch video to know why

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Cigarette Stocks: There was a sharp rise in the shares of cigarette companies today on 18th February. ITC shares were seen trading at Rs 330.80, up by around 2.21 per cent. At the same time, shares of Godfrey Phillips India jumped 20 percent and reached its upper circuit limit of Rs 2,478.90.

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Stock market is booming again, 4 big reasons

Share Market Rise: Recovery was seen in the Indian stock markets on Wednesday afternoon, 18 February. Sensex jumped 600 points from the day’s low. Whereas Nifty increased beyond 25,800. Due to this, both the indexes came from red mark to green mark.

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Stocks Crash: IPO of these 5 companies created a stir, now stocks crash up to 80%; Know the reason – stocks crash physicswallah brainbees solutions swiggy meesho ola electric shares fall 80 percent from peak after ipo hype

Stocks Crash: In the last one to two years, the same IPO shares which were highly discussed in the market have now become a headache for investors. These companies used to describe their business model as new age. But now many of these big names are seen falling 40% to 80% from their highest levels. Investors who bought at the upper levels are facing huge losses.

Physicswala’s stock closed at Rs 102.50, slipping 1.65% on Wednesday. This share had once reached the highest level of Rs 161.99. From there it is now trading around Rs 100. That means investors who bought at the top are incurring a loss of around Rs 60 per share.

This stock has fallen by about 33% in just three months. Promoters hold 72.33% stake till December 2025. FII holds 12.4% and DII holds 12.74%.

Brainbees Solutions (FirstCry)

The stock fell 6.26% to Rs 215.50 on Wednesday. It has reached here by falling 70% from its high of Rs 734 in 2024. The stock has fallen about 42% even in one year. FIIs have also reduced their exposure in this stock. In one year their stake has declined from 9.62% to about 4%.

Swiggy shares closed at Rs 334 with a gain of 1%. This share has fallen from the level of Rs 617.30 to now around Rs 330. That means a decline of about 46%. However, there is also a positive sign here. The FII stake was 4.9% in March 2025, which has increased to more than 16.07% by December 2025.

Meesho shares closed 2.66% higher at Rs 156.49. It has lost almost 40% from the high of Rs 254.40. According to the shareholding pattern available till December 2025, promoters’ stake stood at 16.76%, while foreign institutional investors (FIIs) held 4.31% and domestic institutional investors (DIIs) held 5.28%.

Ola Electric, owned by Bhavish Aggarwal, has caused the biggest loss to investors. It closed at Rs 28.25 with a gain of 0.96% on Wednesday. This share has reached the highest level of Rs 157.40 after the IPO. From there it has now fallen by about 80%. Promoters’ stake is 34.59%. At the same time, FII has about 4% stake. This decline has been extremely painful for investors who bought at high levels.

Why did these stocks fall?

Most of these stocks were listed at high valuations at the time of IPO. But, later their growth and quarterly results did not meet the expectations of investors. This is the reason why a huge crash was seen during the market correction. Investors who had bought after listing or at higher levels are seeing big losses in their portfolios.

This is why experts advise to avoid investing only on the basis of brand name or market buzz. Time of entry and valuation are most important in the stock market.

Disclaimer: The information provided here is being given for information only. It is important to mention here that investing in the market is subject to market risks. As an investor, always consult an expert before investing money. Moneycontrol never advises anyone to invest money here.

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Stock in Focus: Construction company gets order worth ₹300 crore, share price is less than ₹50 – stock in focus bl kashyap wins rs 300 crore greater noida housing project order shares trade near 50 rupees

Stock in Focus: Construction company BL Kashyap and Sons Ltd has received a big order in Greater Noida. The company said that it has received a work order worth ₹300 crore (excluding GST) from CRC Greens Private Limited. This order is for a group housing project.

What work will the company do in Greater Noida?

Under this project, BL Kashyap will construct and supervise the civil structural works. That means BL Kashyap will handle the construction activities related to the main structure of the building. This order has been placed by a domestic company and the work will be done in Greater Noida, Uttar Pradesh.

The time limit for completing this project has been fixed at around 42 months. The company has also clarified that its promoter or any company of the promoter group has no interest in the organization placing the order.

Big order was received in Chennai also

BL Kashyap had earlier also received a big contract in December. The company had then said that it had received new orders worth ₹364.07 crore for civil and structural works in Chennai. This has further strengthened the company’s order book in the commercial real estate segment.

According to exchange filings, the contract was awarded to ESNP Property Builders and Developers Pvt. Ltd. Had met from. This project is part of the Special Economic Zone i.e. SEZ. It is to be completed in about 24 months.

Status of BL Kashyap’s shares

Shares of BL Kashyap and Sons Ltd closed at ₹49.95 on NSE, down 0.20% on Wednesday. The stock has fallen 27.05% in the last 6 months. However, in the last 5 years it has given multibagger returns of 281.30%. The market cap of the company is Rs 1.13 thousand crore.

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AI Stocks: 20% rise in these AI stocks including Netweb, E2E networks, these big announcements made in AI summit – ai stocks surge netweb e2e networks lead rally up to 20 percent during india ai impact summit

AI Stocks: There was a huge rise in stocks related to Artificial Intelligence (AI) on Wednesday 18 February. Shares of companies like Netweb Technologies, E2E Networks and Ananth Raj jumped between 8% and 20%. This surge came during the ongoing India AI Impact Summit in New Delhi, where many new deals and projects for AI and technological development were announced.

Netweb Technologies

NetWeb Technologies shares rose as much as 11% in trading today. The company has launched new AI supercomputing systems equipped with NVIDIA technology under ‘Make in India’, after which this rise in shares was seen.

In the information given to the stock market, the company said that NetWeb Technologies has taken a new step in the field of computing in India. The company has launched an AI supercomputer ‘Tyrone Cammero GB200 System’ under ‘Make in India’. The company says that it is one of the most powerful AI infrastructure solutions in the world.

Along with this, the company has also introduced a personal computer system named ‘Tyrone Cameraro Spark’. The company claims that it is one of the world’s smallest AI supercomputers, available in the size of a desktop. The system is based on NVIDIA’s AI technology and includes NVIDIA Blackwell GPU, NVIDIA Grace CPU, NVIDIA networking, CUDA-X library, and AI software stack.

According to the company, this new system will help meet the needs of millions of AI developers in India and accelerate the development of advanced AI technology.

2. E2E Networks

Shares of E2E Networks jumped as much as 20% in trading today. The surge came after the company revealed it was building Nvidia Blackwell GPU clusters on its TIR platform. Nvidia’s Jay Puri said E2E Networks is deploying Blackwell GPU clusters with NVIDIA HGX B200 systems and NVIDIA enterprise software on its TIR cloud platform at the L&T Vyoma data center in Chennai.

This platform will also include NVIDIA Nemotron open models. The company says that this will promote advanced AI development in India in areas like agentive AI, healthcare, finance, manufacturing and agriculture.

3. Aurionpro Solutions

OrionPro Solutions, a provider of end-to-end data center solutions, on February 18 announced it has received a “large order” from a leading global data center developer and operator. After this news, its shares saw a rise of more than 5%.

The company said in the information given to the stock market that it has got this strategic agreement from a big global client associated with it for a long time. The company said that this order proves the capability of its complete infrastructure services, which includes engineering, design, construction, commissioning and maintenance of the entire project (lifecycle support).

This huge order will be completed in the next three quarters. Under this, an existing (brownfield) data center facility in Mumbai will be designed and constructed. The project includes engineering and construction services as well as integrated testing and commissioning.

Other AI stocks also rose

Amidst the expectations regarding Artificial Intelligence (AI) and its various uses and announcement of many deals, other AI related stocks also saw a good rise today on February 18. Ananth Raj, Orient Technologies shares rose up to 8%. Shares of power companies providing electricity to data centers also increased. In this, shares of Cummins India and Hitachi Energy rose by 3.75% and 2% respectively.

This surge has come at a time when ‘India AI Impact Summit’ is going on at Bharat Mandapam in New Delhi. It is the first major AI conference held in the Global South. This conference will continue till Saturday. Prime Minister Narendra Modi, Google’s Sundar Pichai, OpenAI’s Sam Altman and Anthropic’s Dario Amodei will address the conference on Thursday.

Also read- Cigarette Stocks: Huge rise in shares of cigarette companies; ITC, Godfrey Phillips prices jumped by 12%, know the reason

Disclaimer: The views and investment advice given by experts/brokerage firms on Moneycontrol are their own and not those of the website and its management. The website or management is not responsible for this. Moneycontrol advises users to consult certified experts before taking any investment decision.

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