Page 2 - The Smart Investor News
NTPC rallies 15% in one month, stock hits 52-week high; here's why
NTPC is a strategically important vehicle for furthering Government of India's objectives in the power sector.
 "NTPC rallies 15% in one month, stock hits 52-week high; here's why")
Polycab rallies 21% in 1 month; stock hits record high in weak market
Polycab India management expects the strong W&C momentum to sustain in Q4, traditionally the strongest quarter.
 "Polycab rallies 21% in 1 month; stock hits record high in weak market")
Gokaldas, Arvind, Trident dip up to 6%; why textile stocks under pressure?
The government has halved benefits under the RoDTEP scheme for exporters in textiles, and gems & jewellery, restricting incentives to 50% of notified rates and value caps with immediate effect.
 "Gokaldas, Arvind, Trident dip up to 6%; why textile stocks under pressure?")
Bharti Airtel dips 4%, sees sharpest intra-day fall in 3 months; here's why
Bharti Airtel to infuse ₹20,000 crore in Airtel Money to push digital lending.
 "Bharti Airtel dips 4%, sees sharpest intra-day fall in 3 months; here's why")
IDFC First Bank target, earnings estimates slashed after ₹590 cr fraud
Emkay Global has cut its FY26, FY27 and FY28 earnings estimates by 30 per cent, 13 per cent and 9 per cent, respectively
 "IDFC First Bank target, earnings estimates slashed after ₹590 cr fraud")
Northern Arc Capital shares rise 3% in trade; Motilal Oswal initiates 'Buy'
The brokerage is upbeat on Northern Arc's structural transition toward direct-to-customer (D2C) lending and rising fee income contribution
 "Northern Arc Capital shares rise 3% in trade; Motilal Oswal initiates 'Buy'")
Summer demand, capacity additions underpin Geojit's bullish call on Amber
With rising demand for consumer durables and improving penetration, alongside margin expansion, Geojit expects the company's earnings to grow at a 35 per cent CAGR over FY26E-FY28E
 "Summer demand, capacity additions underpin Geojit's bullish call on Amber")
Stock under ₹200: Yatra Online gets 'Buy' call for more than 50% upside
Keynote Research has maintained a 'Buy' call on Yatra Online with a target price of ₹236, implying an upside of more than 50 per cent from the previous close of ₹147.23 on NSE
 "Stock under ₹200: Yatra Online gets 'Buy' call for more than 50% upside")
BLS International share price zooms 11% on heavy volumes; should you buy?
BLS International share price jumped 10.8 per cent to ₹297.30 in the intraday trade on the National Stock Exchange (NSE)
 "BLS International share price zooms 11% on heavy volumes; should you buy?")
ITC Hotels share price up 5% on heavy volumes; buy, sell or hold?
ITC Hotels share price target: ITC Hotels shares jumped 5 per cent on heavy volumes in Monday's trade. An analyst has said that ITC Hotels shares could rally up to ₹230-240 in the recent pullback
 "ITC Hotels share price up 5% on heavy volumes; buy, sell or hold?")
Suzlon, Ola Electric, Bata, RPower, Wipro hit 52-week lows in firm market
Wipro, Cyient, Hexaware Technologies, KPIT Technologies and L&T Technology Services from the IT sector and Info Edge (India) and C.E. Info Systems from the IT-related sector hit 52-week lows on Monday
 "Suzlon, Ola Electric, Bata, RPower, Wipro hit 52-week lows in firm market")
Vedanta shares rise 2% as board to consider fundraise; analysts bullish
Vedanta share price: In an exchange filing, Vedanta said that its board will meet on Wednesday (February 25) to consider a fundraising proposal via NCDs
 "Vedanta shares rise 2% as board to consider fundraise; analysts bullish")
AU SFB tanks 7%; de-empanelment may trigger trust deficit, say analysts
The stock faced selling pressure after Haryana's finance department issued a circular de-empanelling all AU Small Finance Bank accounts across the state with immediate effect
 "AU SFB tanks 7%; de-empanelment may trigger trust deficit, say analysts")
PSU banks extends rally, gain up to 4%; SBI, BoB, Indian Bank hit new highs
In the past one month, the Nifty PSU Bank index has soared 12 per cent, as compared to 2.7 per cent decline in the Nifty 50.
 "PSU banks extends rally, gain up to 4%; SBI, BoB, Indian Bank hit new highs")
CIE Automotive shares soar 12% as Q3 profit meets Street's estimates
CIE Automotive India reported a 10.4 per cent year-on-year (Y-o-Y) rise in consolidated net profit to ₹204.31 crore for the fourth quarter of 2025
 "CIE Automotive shares soar 12% as Q3 profit meets Street's estimates")
Axis Bank up 2%; nears record high; what's driving private sector lender?
Axis Bank clarified that it has neither submitted nor plans to submit any bid for acquiring a stake in CreditAccess Grameen.
 "Axis Bank up 2%; nears record high; what's driving private sector lender?")
Tata stock to buy: Analysts see more steam left after 18% rally in 5 days
Tata stock to buy: Tata Investment shares have zoomed as much 18 per cent in the last 5 sessions. Analysts said that the Tata stock can climb up to ₹830-850 in near-term
 "Tata stock to buy: Analysts see more steam left after 18% rally in 5 days")
Nifty PSU Bank index soars 2%, hits new high; PNB, Canara, UBI shares up 3%
Thus far in the current week, the PSU Bank index has rallied 5.7 per cent, as against 0.74 per cent gain in the Nifty 50.
 "Nifty PSU Bank index soars 2%, hits new high; PNB, Canara, UBI shares up 3%")
Power stocks in demand: ABB, Siemens, Hitachi, Torrent soar up to 8%
According to Hitachi Energy, the Union Budget lays out a strong roadmap for technology-led growth with higher public capital expenditure and a clear push for AI data centers and advanced manufacturing
 "Power stocks in demand: ABB, Siemens, Hitachi, Torrent soar up to 8%")
EMS sector at risk amid memory price surge; CLSA cuts Dixon Tech to Hold
CLSA downgraded Dixon Technologies to 'Hold' from 'Outperform', cutting its target price to ₹12,100 from ₹15,880 per share
 "EMS sector at risk amid memory price surge; CLSA cuts Dixon Tech to Hold")