Inflation data, global trends, Q3 earnings to drive stock market sentiment this week: Analysts

Inflation data, global trends, Q3 earnings to drive stock market sentiment this week: Analysts


Inflation data, trading activity of foreign investors and global trends would dictate sentiment in the stock market this week, according to analysts.

Besides, geopolitical developments and Q3 earnings will also guide market movement during the week.

“This week features several important domestic and global triggers. In India, investors will closely track retail inflation data due on February 12 and foreign exchange reserves data on February 13, for insights into price trends and external sector stability.

“The earnings calendar stays active, with key results expected from Titan Company and Mahindra & Mahindra, which may drive stock-specific action. Globally, participants will monitor a heavy US data calendar and performance of the Nasdaq Composite following its recent decline,” Ajit Mishra, SVP, Research, Religare Broking Ltd, said.

Geopolitical developments and their impact on commodity markets will also be closely watched, Mishra added.

From the Q3 earnings space, Ashok Leyland, ONGC,Bajaj Electricals and Eicher Motors will also be announcing their results during the week.

India and the US on Saturday announced they have reached a framework for an interim trade agreement under which both sides will reduce import duties on a number of goods to boost two-way trade.

While the US will reduce tariffs on Indian goods to 18 per cent from the present 50 per cent, India will eliminate or cut down import duties on all US industrial goods and a wide range of American food and agricultural products, including dried distillers’ grains, red sorghum for animal feed, tree nuts, fresh and processed fruit, soybean oil, wine and spirits.

“With the Union Budget 2026 and the RBI’s monetary policy decisions now largely digested, Indian equity markets have entered a consolidation phase, shifting investor focus toward implementation, capex execution and the pace of actual spending.

“Overall sentiment remains cautiously optimistic, with markets expected to stay event-driven in the near term, tracking global cues, capital flows and geopolitical developments in the Middle-East,” Ponmudi R, CEO – Enrich Money, an online trading and wealth tech firm, said.

Last week, the BSE benchmark jumped 2,857.46 points, or 3.53 per cent, and the Nifty surged 868.25 points, or 3.49 per cent.

Published on February 8, 2026



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डिविडेंड पाने का आखिरी मौका; 9 फरवरी से पहले खरीदें ये शेयर, मिल सकता है मोटी कमाई का मौका

डिविडेंड पाने का आखिरी मौका; 9 फरवरी से पहले खरीदें ये शेयर, मिल सकता है मोटी कमाई का मौका


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Dividend Stocks February 2026: भारतीय शेयर बाजार में इस समय कई कंपनियां अपने तिमाही नतीजों के साथ-साथ निवेशकों को डिविडेंड देने की घोषणा कर रही हैं. एनएसई और बीएसई पर लिस्टेड कुछ कंपनियों के डिविडेंड के लिए पात्र बनने का आखिरी मौका अब नजदीक आ गया है.

सोमवार, 9 फरवरी तक जिन निवेशकों के पास इन कंपनियों के शेयर होंगे. उन्हें इन कंपनियों की ओर से डिविडेंड दिया जाएगा. इस सूची में कई जानी-मानी कंपनियां शामिल हैं. जिस वजह से निवेशकों की दिलचस्पी लगातार बनी हुई हैं. आइए जानते हैं, ऐसे ही कुछ चुनिंदा कंपनियों के बारे में…

आरती ड्रग्स  लिमिटेड

फार्मा सेक्टर की कंपनी Aarti Drugs Ltd ने अपने निवेशकों को वित्तीय वर्ष 2026 के लिए डिविडेंड देने की घोषणा की है. कंपनी ने बताया है कि वह प्रति शेयर 2 रुपये का डिविडेंड देगी. इसके लिए बोर्ड मीटिंग में 9 फरवरी का रिकॉर्ड डेट तय किया गया है. 

इसका मतलब है कि जिन निवेशकों के पास 9 फरवरी तक कंपनी के शेयर होंगे, वे इस डिविडेंड के हकदार होंगे. कंपनी की ओर से डिविडेंड राशि का भुगतान 30 दिनों के भीतर शेयरधारकों के खाते में ट्रांसफर किया जाएगा.

सस्टेनेबल एनर्जी इंफ्रा 

Sustainable Energy Infra Trust ने अपने शेयरधारकों के लिए अंतरिम डिविडेंड देने का फैसला किया है. कंपनी की बोर्ड बैठक में प्रति शेयर 2.40 रुपये के लाभांश को मंजूरी दी गई है. इसके लिए 9 फरवरी को रिकॉर्ड डेट तय किया गया है. जिन निवेशकों के पास 9 फरवरी तक कंपनी के शेयर होंगे, वही इस डिविडेंड के लिए पात्र माने जाएंगे.

भारत डायनेमिक लिमिटेड

Bharat Dynamics Ltd की हाल ही में हुई बोर्ड बैठक में निवेशकों को अंतरिम लाभांश देने का फैसला लिया गया है. कंपनी प्रति शेयर 4.5 रुपये का डिविडेंड देगी, जबकि प्रत्येक शेयर की फेस वैल्यू 5 रुपये रखी गई है.  इसके लिए 9 फरवरी को रिकॉर्ड डेट तय की गई है.

पृथ्वी एक्सचेंज

Prithvi Exchange ने वित्त वर्ष 2025-26 के लिए अपने शेयरधारकों को अंतरिम डिविडेंड देने की घोषणा की है. कंपनी प्रति शेयर 15 रुपये का डिविडेंड देगी. इसके लिए 9 फरवरी को रिकॉर्ड डेट तय की गई है. यानी इस दिन तक जिन निवेशकों के पास कंपनी शेयर होंगे, उन्हें ही इसका लाभ मिलेगा.

डिस्क्लेमर: (यहां मुहैया जानकारी सिर्फ़ सूचना हेतु दी जा रही है. यहां बताना जरूरी है कि मार्केट में निवेश बाजार जोखिमों के अधीन है. निवेशक के तौर पर पैसा लगाने से पहले हमेशा एक्सपर्ट से सलाह लें. ABPLive.com की तरफ से किसी को भी पैसा लगाने की यहां कभी भी सलाह नहीं दी जाती है.)

यह भी पढ़ें: 8वें वेतन आयोग की वेबसाइट हुई लॉन्च; शुरू हुआ सुझाव लेने का दौर,वेतन बढ़ोतरी की उम्मीद तेज 



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J&K earns ₹2,152 crore from liquor shop auctions in two fiscal years

J&K earns ₹2,152 crore from liquor shop auctions in two fiscal years


ammu and Kashmir Deputy Chief Minister Surinder Kumar Choudhary speak during the ongoing budget session at Jammu and Kashmir Assembly, in Jammu.
| Photo Credit:
ANI

The Jammu and Kashmir government has generated about ₹2,152 crore in revenue from the auction of liquor shops over the past two financial years, and has no proposal to open new wine shops during 2026–27, according to official data.

As much as ₹1,03,462.49 lakh was generated in 2023–24, while ₹1,11,816.07 lakh was earned in 2024–25, it added.

The Jammu region contributed the bulk of the revenue, generating ₹1,96,830.06 lakh over the last two years, while the Kashmir region accounted for ₹18,448.50 lakh, officials said.

The government further stated that no new JKEL-2 liquor licences are proposed to be issued in the next financial year.

Sharing district-wise details, the government said existing wine shops generated substantial revenue in the last two years. In Jammu district, revenue stood at ₹48,350.15 lakh in 2023-24 and increased to ₹50,913.93 lakh in 2024-25.

Udhampur recorded ₹11,322 lakh in 2023–24 and ₹12,061.50 lakh in 2024-25, while Kathua generated ₹10,653 lakh and ₹11,272 lakh during the same period.

In the Kashmir region, Srinagar reported revenue of ₹5,489.67 lakh in 2023-24, which rose to ₹6,557.66 lakh in 2024-25.

Anantnag’s revenue increased from ₹1,403.50 lakh to ₹1,999.50 lakh, while Baramulla recorded ₹872.23 lakh in 2023-24 and ₹1,139.84 lakh in 2024-25.

Officials said all liquor licences are issued strictly to domiciles of Jammu and Kashmir in accordance with the J&K Excise Act, 1958, and the Excise Policy notified from time to time.

Published on February 8, 2026



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Mcap of 8 of top 10 valued firms surges by whopping ₹4.55 lakh crore; Reliance biggest winner

Mcap of 8 of top 10 valued firms surges by whopping ₹4.55 lakh crore; Reliance biggest winner


 Last week, the BSE benchmark surged by 2,857.46 points or 3.53 per cent.
| Photo Credit:
iStockphoto

The combined market valuation of eight of the top 10 valued firms jumped by a whopping ₹4.55 lakh crore last week, with Reliance Industries emerging as the biggest winner, in line with a remarkable rally in equities.

Last week, the BSE benchmark surged by 2,857.46 points or 3.53 per cent.

From the top-10 pack, Reliance Industries, HDFC Bank, Bharti Airtel, ICICI Bank, State Bank of India, Bajaj Finance, Life Insurance Corporation of India (LIC), and Hindustan Unilever were the gainers, while Tata Consultancy Services (TCS) and Infosys saw their valuations erode.

The combined market valuation of the eight firms was ₹4,55,336.36 crore.

Reliance Industries added ₹1,41,887.97 crore, taking its market valuation to ₹19,63,358.79 crore.

LIC’s valuation zoomed ₹64,926.1 crore to ₹5,70,198.54 crore. The market valuation of Bharti Airtel surged ₹52,516.39 crore to ₹11,62,288.64 crore and that of ICICI Bank jumped ₹52,476.97 crore to ₹10,06,258.82 crore.

The market capitalisation (mcap) of Bajaj Finance climbed Rs 48,659.83 crore to ₹6,10,830.20 crore and that of State Bank of India by ₹45,460.79 crore to ₹9,84,353.06 crore.

HDFC Bank’s valuation advanced by Rs 32,350.28 crore to Rs 14,48,249.63 crore and that of Hindustan Unilever appreciated by Rs 17,058.03 crore to Rs 5,69,482.18 crore.

However, the market valuation of TCS eroded by ₹88,172.8 crore to ₹10,64,242.35 crore.

The mcap of Infosys declined by ₹63,462.66 crore to ₹6,26,067.95 crore.

IT stocks faced selling last week in-line with weak trends in tech firms globally amid valuation-related worries and concerns around the rapid pace of artificial intelligence advancements.

Reliance Industries remained the most valued firm followed by HDFC Bank, Bharti Airtel, TCS, ICICI Bank, State Bank of India, Infosys, Bajaj Finance, LIC and Hindustan Unilever.

Published on February 8, 2026



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Shree Cements eyes Q4FY26 volume rebound, plans aggressive RMC expansion

Shree Cements eyes Q4FY26 volume rebound, plans aggressive RMC expansion


Shree Cements expects a strong rebound in cement volumes in the fourth quarter of the current financial year, aided by a pick-up in infrastructure activity and higher government spending towards the fiscal year-end, the management said in a Q3 analyst concall.

The company is targeting sales volumes of 9-9.5 million tonne in the January-March quarter.

It noted that the Centre’s push to utilise infrastructure allocations by March 31 is likely to support demand.

While pricing remained a focus in the earlier part of the year, the company is now looking to ramp up capacity utilisation as volumes improve, an official said.

Separately, Shree Cements outlined an aggressive expansion plan for its ready-mix concrete (RMC) business, with the company aiming to scale up its RMC footprint to 45 plants from the current 19 units over the next six to eight months.

The management said the RMC push is part of a broader strategy to move up the construction value chain, adding that around 45 per cent of the cement consumed at these plants is sourced internally, supporting higher utilisation levels.

On capacity expansion, the company said its total cement capacity is expected to reach 72 million tonne by March 2026. For the next financial year, Shree Cements has earmarked a baseline capital expenditure of ₹500 crore, primarily towards RMC expansion and infrastructure projects such as railway sidings.

The company reiterated its long-term capacity target of 80 million tonne but said future expansions would be calibrated in line with demand conditions to avoid idle capital.

On the operational front, Shree Cements said it continues to maintain industry-leading cost metrics, with fuel costs at ₹1.56 per kilo calorie. Green energy accounts for 61 per cent of its total power consumption, supported by a renewable capacity of 634 MW.

The company remains debt-free and has cash reserves of around ₹6,000 crore, the management said, adding that the company expects that the total dividend payout for the current fiscal may be higher than that of the previous year.

Published on February 8, 2026



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The green copper proposal: A new model for climate & community responsible mining

The green copper proposal: A new model for climate & community responsible mining


A view of the Sterlite Plant in Thoothukudi, which was shut down in 2018.
| Photo Credit:
RAJESH N

As Thoothukudi continues to grapple with the economic aftershocks of the Sterlite Copper plant’s closure in 2018, the Sterlite Action Council has launched a large-scale signature campaign across the district, formally expressing public support for the reopening of the facility under Sterlite’s proposed Green Copper framework.

The campaign, led by an action group comprising local workers, transporters, fisherfolk, traders, and small business owners, aims to petition the Tamil Nadu and Central governments, the Chief Minister, and other key stakeholders. Their demand is unequivocal: reopen the plant, but under a reimagined model that places environmental responsibility, public trust, and community welfare at its core.

For many residents, the shutdown did not merely halt an industrial operation but it also dismantled an entire local economic ecosystem. Before 2018, the plant supported around 4,000 direct jobs and nearly 20,000 indirect livelihoods, sustaining contractors, truck drivers, logistics operators, vendors, and service providers across the region. S. Eswaran, State President of the Tamil Nadu Hindu Traders Association, pointed to the scale of the disruption, estimating that up to one lakh people were affected. While acknowledging earlier allegations of pollution and water misuse, he argued that claims of health impacts were “amplified through coordinated campaigns,” and that the region’s recovery now hinges on reopening the plant with firm, enforceable guarantees for community welfare.

Deeper issue

Six years after the closure, the loss of the plant’s economic engine is still being felt across Thoothukudi, with supporters describing the signature campaign as a grassroots response to prolonged job losses rather than corporate advocacy. S. Murugan, Joint Secretary of the Tuticorin District Lorry Association, highlighted the severe financial distress faced by transporters after the shutdown. “Public fears triggered the protests, but the deeper issue was broken communication and unmet commitments,” he said, adding that any reopening must be tied to binding CSR obligations, local hiring, and infrastructure investment.

The campaign has gathered momentum with the Madras High Court hearing to consider matters related to Vedanta’s proposed Green Copper plant in Thoothukudi. For many residents, the hearing represents a potential path toward reconciling environmental sustainability with responsible industrial development. Community and industry representatives argue that the moment calls for a structured, transparent evaluation rather than a return to polarised debate. Robert Villavarayar, a leader from the Tuticorin fishermen community, said reopening must be accompanied by a comprehensive support package for coastal communities. “We advocate for reopening based on three pillars: securing livelihoods through periodic fishing kits, ensuring well-being through access to education and healthcare, and providing direct financial aid for community development,” he said.

At the heart of the campaign is Sterlite’s Green Copper proposal, which supporters describe as a fundamental redesign of how copper is produced. The plan centres on a cleaner production process that prioritises recycled copper and energy-efficient technologies, significantly reducing emissions, waste, and overall resource consumption. It also envisioned the permanent shutdown of high-impact legacy units, eliminating gypsum waste accumulation, excessive logistics movement, and water stress. Air quality safeguards form another key pillar, with advanced emission-control systems designed to achieve globally benchmarked sulphur capture and ultra-low stack emissions. Water use is restructured through water-positive operations that rely on desalination and treated wastewater, ensure complete recycling of process water, and allow surplus water to be shared locally. To address concerns of transparency and accountability, the proposal includes community oversight through a local governance committee responsible for health monitoring and continuous engagement with residents. Supporters say the restart would also generate diversified, skilled employment across manufacturing, recycling, logistics, MSMEs, and services not only in Thoothukudi, but across Tamil Nadu.

Supporters say the framework reflects lessons learned from the past and reframes the debate beyond a binary of jobs versus the environment. As the signature campaign builds and with the court hearing, the Green Copper proposal has come to represent, for many in Thoothukudi, a test of whether India can pursue industrial revival without repeating old mistakes—anchoring economic recovery in climate responsibility, accountability, and local consent in a future increasingly defined by environmental limits.

(The author is a PhD Research Scholar from BITS Pilani.)

Published on February 8, 2026



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