Stocks to Watch: The trading session of Monday, February 9 is going to be very important for the Indian stock market. Because the signals related to the trade deal with America can have a direct impact on many sectors. Auto, auto-ancillary, metal, pharma, financials and consumer stocks will be in focus.
Some companies may get the benefit of big earnings from the US market, while some will see the impact of corporate actions and quarterly results. These 26 stocks will be in the eye of investors and traders during trading on February 9.
Tata Motors’ luxury car unit Jaguar Land Rover (JLR) has a big bet on the American market. About 33 percent of the company’s total volume comes from America. JLR contributed 86 percent to Tata Motors’ passenger vehicle revenue in FY25. If trade barriers are eased in the US, this could support both JLR’s pricing and demand visibility.
North America’s contribution to Samvardhan Motherson’s total income is between 18 to 20 percent. The company is well diversified in Europe and other regions, but if tariffs in the US are reduced it could provide additional support to its North American order pipeline.
Sona BLW Precision Forgings
Sona BLW is among the auto-ancillary companies with the highest dependence on the US. More than 40 percent of the company’s revenue comes from America. In such a situation, this company can be among those who benefit the most if there is a reduction in tariff.
About 38 percent of Bharat Forge’s income comes from North America. The company supplies forgings and auto parts to US customers. Reduction in tariff can reduce the burden of export costs and strengthen the competitive position of the company.
Balkrishna Industries (BKT)
America’s share in the total revenue of Balkrishna Industries is about 17 percent. The company may benefit from better market access in the off-highway tires segment in the US market.
America’s contribution to Eicher Motors is limited. America’s share in Royal Enfield’s total volume is only about 2 percent. In such a situation, the impact of changes in American trade policy is likely to be less on the company as compared to its competitors.
Tata Group’s giant Tata Steel has performed better than expected in the December quarter. Volume growth offset the impact of weak steel prices. The company’s consolidated net profit increased to Rs 2,730 crore, from Rs 295 crore a year ago. That means net profit increased by 723%. At the same time, revenue increased by 6%.
Aurobindo Pharma informed that the US FDA inspection at Unit-III of its subsidiary Eugia Pharma Specialties Ltd has been completed. The inspection was conducted from 27 January to 6 February 2026 at the formulation manufacturing facility located at Pashamayalaram in Sangareddy district of Telangana. According to the company, this unit is located in Phase-III, TSIIC, EPIP, IDA area.
PB Fintech, the parent company of Paisabazaar and Policybazaar, has denied reports that the company is resuming fund raising plans. The company clarified in its regulatory filing that the management or the board is not currently considering raising funds through QIP. According to the company, such news is factually incorrect.
An important step forward has been taken in the process of privatization of IDBI Bank. DIPAM has confirmed that it has received financial bids for the strategic disinvestment of the bank. Now these bids will be evaluated as per the prescribed procedure. However, DIPAM did not disclose the names of the bidders. But, market sources say Kotak Mahindra Bank and Fairfax India Holdings have emerged as major contenders.
Force Motors has signed an MoU to purchase 100 percent stake of Veera Tanneries Private Ltd. The total price of this acquisition has been fixed at Rs 175 crore, on which tax will be applicable. This deal will proceed after due diligence and fulfillment of mutually agreed conditions.
Kalyan Jewelers has performed brilliantly in the third quarter. The company’s net profit increased by 90 percent year-on-year to Rs 416.2 crore, from Rs 218.8 crore in the same quarter last year. Revenue increased by 42 percent to Rs 10,343 crore. EBITDA grew by 74.3 per cent to Rs 750 crore and margin expanded to 7.3 per cent from 5.9 per cent.
Sun TV Network’s third quarter profit declined 10.7 percent year-on-year to Rs 324 crore. It was Rs 363 crore in the same quarter last year. However, revenue increased by 4 percent to Rs 862 crore. EBITDA declined 5.6 percent to Rs 419.6 crore and margin declined to 48.7 percent from 53.7 percent.
Power Finance Corporation
The board of Power Finance Corporation has approved the purchase of 52.63 percent stake in the government’s Rural Electrification Corporation (REC). After this acquisition, REC will become a subsidiary of PFC and PFC will operate as a holding company. This decision has been taken after getting in-principle approval from CCEA.
Bosch posted a strong performance in the third quarter. The company’s total income from operations increased by 9.4 percent to Rs 4,885.6 crore. The increase came on the back of volume growth in the passenger car and off-highway segments. Net profit increased by 16.1 percent to Rs 532 crore.
Whirlpool India’s third quarter profit declined by 39.8 percent year-on-year to Rs 26.5 crore. Revenue, however, grew 4 per cent to Rs 1,773 crore, which the company said was a result of steady demand.
The board of government company IREDA has approved raising funds up to Rs 2,994 crore through QIP. This issue will be structured in such a way that the stake of the Government of India does not decrease by more than 3.76 percent.
KIMS’s third quarter net profit declined by 39.8 percent to Rs 53.4 crore. However, the company’s revenue increased by 29.2 percent to Rs 997.7 crore, showing strong topline growth.
Sonata Software’s December quarter performance was mixed. Net profit declined by 13.3 percent on quarterly basis to Rs 104 crore. However, revenue increased by 45.4 percent to Rs 3,080 crore and operating performance improved.
Godavari Power and Ispat’s net profit declined 1.1 percent year-on-year to Rs 143.2 crore. Despite the decline in revenue, EBITDA registered a growth of 3.9 percent.
Mitsubishi Electric has launched its new air conditioner and compressor manufacturing plant in Gummudipoondi, near Chennai. About Rs 2,100 crore has been invested in this plant and it was virtually inaugurated by Tamil Nadu Chief Minister MK Stalin.
The net profit of Sula Vineyards, the country’s largest wine producer, has declined for the fifth consecutive quarter. The company said that revenue and EBITDA were impacted due to one-time destocking in Karnataka.
Shanghvi Movers’ third quarter profit declined by 12.4 percent to Rs 28.9 crore. However, an increase of 13.4 percent was recorded in revenue.
Jana Small Finance Bank’s third quarter profit fell 91.2 percent to Rs 9.7 crore. However, the bank’s core income remained stable and net interest income registered a growth of 13.8 percent.
Tata Chemicals has announced an investment of Rs 515 crore to set up a new greenfield manufacturing plant in Tamil Nadu. This plant will make iodized vacuum salt and will have an annual capacity of 210 kilo tonnes.
Shree Cement has shown a strong bottomline in the third quarter. The company’s net profit increased by 37.9 percent to Rs 266.7 crore. However, EBITDA declined slightly and margins remained under some pressure.
Nifty Outlook: Trade deal final! Now how will Nifty move on 9th February, know from experts
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