Indian Equity Markets

Best of BS Opinion: US Supreme Court tariff judgement limits Trump's power

From the US Supreme Court's ruling on Trump's tariffs to India's AI ambitions and the paradox in small-cap stocks, here are the key takeaways from today's Opinion page

Smallcap firms' Q3FY26 performance offers silver lining in equity markets

The Indian equity markets have underperformed most global markets since the peak in September 2024, after an 18-month bull run

Selling, AI concerns around Indian IT stocks overdone: Jignesh Desai

FY27 earnings growth could be broader, with mid and smallcaps leading the upside, while AI fears around IT stocks are overdone, says Centrum Broking's Jignesh Desai

Despite heavy IT selloff, FPI inflows remain positive so far in February

EM flows gathering pace as investors double down on de-dollarisation trade

GRSE shares zoom 11% in 2 days after strong Q3; brokerages split on outlook

GRSE share price today: GRSE shares advanced following a strong Q3FY26 performance. Total income rose 46 per cent year-on-year (Y-o-Y) to ₹1,958 crore in Q3FY26 from ₹1,343 crore in Q3FY25.

Vodafone Idea unveils ₹45k-cr revival plan; analysts cautious on execution

While most analysts accept that Vodafone Idea needs to spend heavily to stay relevant, few are willing to fully buy into management's projections.

Bandhan Bank rallies 6% as brokerages upgrade stock, see up to 27% upside

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, Jan 23: IndiGo, JSW Steel, Bandhan Bk, Mphasis, DLF, BPCL

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.

Greenland standoff pushes markets into red; Sensex falls 1,066 points

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

Weakness in ₹, broader equity mkt shrinks India's billionaire club in 2025

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

'Valuations already elevated, so large multiple expansion hard to justify'

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 turnaround: Culture, timing and execution behind a rare revival

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

Delhivery rises 4% on rolling out 'Delhivery International' for Indian MSME

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.

Street Signs: Flexicaps lead MF space; IPO street set to buzz again

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

Tata Capital primed for strong growth, bank-like returns, says IIFL Capital

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

Why did analysts downgrade SKF India to Reduce? Here's what drove the call

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

VIP Industries: Why have analysts put the stock 'Under Review'? Check here

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 rallies 11% as Q2 profit climbs 55% YoY

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).

Lupin share rises 2% as arm commissions Oncology block at Vizag facility

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.

Swan Defence hits record high on LoI win for $220 million shipbuilding deal

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.