Indian Equity Markets

Motilal Oswal said the bank's operating performance is "turning around", supported by stabilising margins, improving asset quality and a gradual recovery in return ratios.

Stocks to watch today, January 23, 2026: Tanla Platforms, GSPL, Sona BLW, Adani Gas and India Cements are among other top stocks to track today.

Indian markets logged their steepest fall in eight months as a US-Europe stand-off over Greenland, weak corporate earnings and stalled India-US trade talks deepened investor risk aversion

But a robust IPO market leads to emergence of 9 new promoter billionaires

Simultaneous fiscal and monetary tightening hurt growth and earnings, but momentum is returning, says Axis Bank's Neelkanth Mishra, signalling a possible market turnaround

CG Power's market dominance (25 per cent market share in motors) even in times of constraint, spoke of their product quality.

Around 1 PM, Delhivery shares were trading at day's high level, up 3.96 per cent at ₹412.50. In comparison, BSE Sensex was trading 0.36 per cent lower at 84,795.25 levels.

Flexible equity schemes top assets and inflows as investors turn cautious in a patchy market

IIFL Capital expects TCL's ~15 per cent valuation discount to CIFC to narrow as the company delivers sector-leading earnings momentum.

While revenue growth remained resilient, weaker margins, demerger-linked costs and stretched valuations have clouded the near-term view for SKF India, analysts said.

The brokerage, which earlier had a 'Reduce' rating on VIP Industries, said the near-term outlook has turned 'hazy,' warranting caution until the new leadership outlines a credible turnaround plan.

Aether Industries' share price gained today after the company posted a strong set of quarterly numbers in the September quarter of financial year 2026 (Q2FY26).

At 1:15 PM, Lupin share price was trading 1.90 per cent higher at ₹2,013.20 per share. In comparison, BSE Sensex was trading 0.91 per cent higher at 84,632.82 levels.

Around 11:00 AM, Swan Defence share price continued to remain locked in the 5 per cent upper circuit at ₹1,036.45 per share. By comparison, BSE Sensex was trading 0.46 per cent lower at 83,148.86.

Nifty 50 trading at 20% discount, highest in 17 years

While earnings came in ahead of expectations for M&M Financial Services, analysts remain watchful of persistently high credit costs and moderation in asset growth.

eClerx Services share price rallied after the company posted a strong set of numbers in the September quarter of financial year 2026 (Q2FY26).

Muhurat Trading: The special one-hour Muhurat session, considered a symbolic start to the Hindu calendar year (Samvat 2082), will be held between 1:45 PM and 2:45 PM today on both the NSE and BSE.

Yellow metal logs best half-yr returns in 30 yrs; weakest H1 for indices since FY23

India's equity story hinges on consumption, selective midcap bets, and FII flows, while IT faces headwinds and banks offer steady value, says Mukherjee