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Stock market news, 10 Feb 2026

80 bulletins, 40 high impact. Most mentioned: TITAN, SBI, NHPC. Busiest sector: Energy.

Tue 10 FebAfter close

SBI drives PSBs to record Q3 profits of ₹52,600 croreBankingHighSBI FIIs become net buyers in Indian markets with $2 billionEquityMedium Sensex and Nifty rise on foreign inflowsConsumerDurables · RealtyMedium India–US trade deal highlights key economic implicationsEnergy · ManufacturingMedium India-US trade deal boosts gems and jewellery exportsGems and jewelleryHigh ED forms SIT to investigate ₹40,000 crore fraud linked to ADAGBanking · InfrastructureHigh Adani Ports approves $495 million tender offer for senior notesInfrastructureMediumADANIPORTS NHPC issues ₹5,129 crore tender for Sawalkot hydro projectEnergy · InfrastructureHighNHPC Tensions rise in Hormuz as US warns ships and Iran fortifies sitesEnergyHigh Oil prices rise amid US advisory on Iran tensionsEnergyHigh Nestle India upgraded to buy on strong fundamentalsFMCGMediumNESTLEINDIA India Shelter Finance downgraded to sell amid bearish signalsFinancial ServicesMediumISFC India extends startup status to 20 years, raises turnover capIT · ManufacturingMedium US tariff rollback boosts India's growth outlookManufacturingMedium Moody’s forecasts 6.4% GDP growth for India in FY27Banking · EconomyHigh Goldman Sachs upgrades India's GDP growth to 6.9%Manufacturing · ExportsMedium HDFC Bank revises lending rates after RBI policy updateBankingMediumHDFCBANK Markets close flat after RBI holds repo rateBanking · ITMedium RBI maintains repo rate at 5.25 percentBankingMedium Nationwide strike planned for February 12 with 30 crore workersAgriculture · LaborMedium Vantage Drilling secures ONGC contract for Platinum ExplorerEnergy · InfrastructureHigh Ceigall India secures ₹1,700 cr solar contract in Madhya PradeshEnergyHighCEIGALL Vantage Drilling secures $261M contract with ONGCEnergy · InfrastructureHighONGC RailTel shares rise 7% after ₹4,550 crore contract winInfrastructureHighRAILTEL Swan Defence secures naval training ship contract from OmanDefence · ManufacturingHigh UBS raises Navin Fluorine target to ₹7,800 on strong marginsChemicalsMediumNAVINFLUOR Navin Fluorine reports 109% EBITDA growth in Q3 FY26ChemicalsHighNAVINFLUOR GACL approves capex for biofuel and coal boiler projectsChemicalsMediumGACL JK Lakshmi Cement expands capacity to safeguard market shareCementMediumJKLAKSHMI India stocks rise on FII inflows and capexIT · BankingMedium ISGEC Heavy Engineering reports strong Q3 results and expansion plansManufacturingMediumISGEC Power Grid increases capex to ₹32,000 cr for growthEnergyMediumPOWERGRID Key companies to report Q3 earnings on February 10FMCG · AutomobilesMediumTITAN Finolex Cables reports 35% revenue growth in Q3 FY26ManufacturingHighFINCABLES Samvardhana Motherson Q3 profit rises 9% to ₹1,072 croreAutomobilesMediumMOTHERSON Titan Q3 results show strong revenue growth expectationsFMCG · ManufacturingHighTITAN Edelweiss Q3 PAT rises 112% driven by strategic investmentsFinancial ServicesHighEDELWEISS Safari Industries approves ₹500 crore QIP and management changesManufacturingHighSAFARIIND Larsen & Toubro wins ₹2,500 crore Dubai road projectInfrastructureHighLT India plans major defence acquisition of Rafale and P-8I aircraftDefence · AerospaceHigh Escorts Kubota declares special dividend and plans land acquisitionManufacturingMediumESCORTS RUMSL awards 220 MW solar contract to ACME SolarEnergy · RenewableHighACME NCLT approves Ambuja Cements-Sanghi Industries mergerCementHighAMBUJACEM Oil prices decline 1% amid US-Iran nuclear talksEnergyMedium

Tue 10 FebPre-market

PGHL shares rise 3% on strong Q3 results and special dividendPharmaHighPGHL ED forms SIT to investigate ₹40,000 crore fraudBanking · InfrastructureHigh India–US trade deal involves $500 billion in goodsEnergy · ManufacturingHigh India-US trade deal to boost gems and jewellery exportsJewellery · ExportsHigh Union Budget to boost Odisha's development initiativesInfrastructure · EnergyMedium India secures safeguards in US trade pact, says GoyalAgriculture · TradeMedium RailTel secures ₹454.95 crore project order from West Central RailwayInfrastructureHighRAILTEL West Bengal tenders 100 MW solar and 25 MW BESS projectEnergyMedium NHPC issues ₹5,129 crore tender for J&K hydro projectEnergy · InfrastructureHighNHPC HUL announces managerial changes at Kwality Wall’s IndiaFMCGMediumHINDUNILVR Iran offers nuclear program reversal amid U.S. tensionsEnergyHigh Oil prices rise as Strait of Hormuz tensions increaseEnergyHigh Adani Energy secures funding for renewable projectEnergy · InfrastructureHighADANIGREEN Nestle India upgraded to buy on strong fundamentalsFMCGMediumNESTLEINDIA Godfrey Phillips shows strong returns amid valuation concernsFMCGMediumGODFRYPHLP Berger Paints downgraded to sell amid valuation concernsManufacturingMediumBERGEPAINT US–India trade deal reduces tariffs to 18%Banking · ManufacturingMedium US tariff rollback boosts India's growth outlookManufacturing · TradeMedium RBI likely to hold interest rates steady, says Bank of BarodaBankingMedium Goldman Sachs raises India GDP forecast to 6.9%Manufacturing · TradeMedium India's GDP growth projected at 6.4% for FY 2026-27BankingHigh RBI maintains repo rate at 5.25 percentBankingMedium Ceigall India wins ₹1,700 crore solar project contractEnergyHighCEIGALL SBI Q3 results boost market; Axiscades secures new contractBanking · ManufacturingHighSBI Swan Defence secures naval training ship contract from OmanDefence · ManufacturingHigh Power Grid increases capex to ₹32,000 cr for growthEnergy · InfrastructureMediumPOWERGRID ISGEC Heavy Engineering reports Q3FY26 results and expansion plansManufacturingMediumISGEC Tata inaugurates ₹9,000 cr Jaguar Land Rover plant in Tamil NaduAutomobilesHighTATAMOTORS BEML approves ₹1,500 crore capex for new rail plantManufacturing · InfrastructureHighBEML Ramco Cements Q3 profit more than doubles to ₹385.63 croreCementHighRAMCOCEM BSE Q3 profit triples to ₹602 crore on strong revenue growthFinancial ServicesHighBSE Kaynes Technology reports earnings miss, analysts revise forecastsITMediumKAYNES Mahindra Lifespaces approves Alembic transfer and joint ventureReal EstateMediumMAHLIFE Gravita India to acquire Rashtriya Metal for ₹565 croreMetalsHighGRAVITA NCLT approves merger of Ambuja Cements and Sanghi IndustriesCementHighAMBUJACEM Oil prices decline 1% as US and Iran continue talksEnergyMedium