Markets will open against the backdrop of the India–US interim trade agreement, under which the US tariff on Indian goods will fall from 50% to 18%, with potential Section 232 exemptions for auto and auto parts. Analysts say this could revive export momentum for chemicals and auto-ancillary companies with high North America exposure.
Aurobindo Pharma | The company said the United States Food and Drug Administration (US FDA) has completed an inspection at Unit-III of Eugia Pharma Specialities Ltd, its wholly owned subsidiary. The US FDA inspected Unit-III, a formulation manufacturing facility located at Phase-III, TSIIC, EPIP, IDA, Pashamylaram, Patancheru Revenue Mandal, Sangareddy district in Telangana, from January 27 to February 6, 2026.
Tata Motors | Jaguar Land Rover (JLR) is highly exposed to the US market, which accounts for 33% of its volumes and contributed 86% of Tata Motors’ passenger vehicle revenue in FY25. Any easing of US trade barriers could support pricing and demand visibility for JLR.
Samvardhan Motherson | North America contributes 18–20% of total revenue. While the company is diversified across Europe and other regions, lower US tariffs could still aid its North American order pipeline.
Sona BLW | Precision Forgings With over 40% of revenue from the US, Sona BLW is among the most directly exposed auto-ancillary names to the tariff reduction.
Bharat Forge | Around 38% of revenue comes from North America. The company supplies forgings and auto parts to US clients; lower tariffs reduce export cost burdens and improve competitiveness.
Balkrishna Industries (BKT) | About 17% of revenue comes from the US, which could benefit from improved market access for off-highway tyres.
Eicher Motors | The US accounts for only ~2% of Royal Enfield volumes, so the impact of the deal is likely to be limited relative to peers.
Other stocks to watch (company-specific news) | PB Fintech | The company clarified that reports suggesting the company has revived plans to raise funds are incorrect. In a regulatory filing, the company said the news item claiming that the management or the board is considering a Qualified Institutional Placement (QIP) is factually untrue. PB Fintech stated that neither its management nor its board of directors is currently considering any proposal to raise funds through a QIP.
IDBI Bank | The government’s long-delayed privatisation of IDBI Bank moved a step closer after the Department of Investment and Public Asset Management (DIPAM) confirmed that it has received financial bids for the lender’s strategic disinvestment. In a post on its official social media handle, DIPAM said the bids would now be taken up for evaluation as per the prescribed process, without disclosing the names of the bidders. Market sources, however, indicate that Kotak Mahindra Bank and Fairfax India Holdings have emerged as key contenders.
Force Motors | Automobile manufacturer, announced the execution of a Memorandum of Understanding (MoU) to acquire 100% shares of Veera Tanneries Private Ltd (VTPL) for a total consideration of ₹175 crore, subject to deduction of applicable taxes. The acquisition will proceed after undertaking the requisite due diligence and adhering to mutually agreed terms and conditions, which will form the basis of the definitive agreements.
Kalyan Jewellers | Thrissur-based company reported a 90% year-on-year rise in net profit to ₹416.2 crore in Q3, up from ₹218.8 crore in the same quarter last year. Revenue grew 42% to ₹10,343 crore compared with ₹7,278 crore a year ago. EBITDA increased 74.3% to ₹750 crore from ₹430.3 crore, while EBITDA margin expanded to 7.3% from 5.9% in the year-ago period.
Sun TV Network | South-based company reported a net profit of ₹324 crore for Q3, down 10.7% from ₹363 crore in the same quarter last year. Revenue grew 4% year-on-year to ₹862 crore from ₹828 crore. EBITDA declined 5.6% to ₹419.6 crore compared with ₹444.5 crore a year ago, while EBITDA margin moderated to 48.7% from 53.7% in the year-ago period.
Power Finance Corporation | State-owned company said its board of directors approved the acquisition of 52.63% of the government’s holding in Rural Electrification Corporation Ltd (REC). With this acquisition, REC will operate as a subsidiary of PFC, making PFC the holding company. The decision follows the ‘In Principle’ approval from the Cabinet Committee on Economic Affairs (CCEA). The PFC Board also took note of the announcement made by the Union Finance Minister on February 1, 2026.
Bosch | The company reported total revenue from operations of ₹4,885.6 crore, up 9.4% year-on-year, driven largely by higher volumes in passenger cars and the off-highway segment. Net profit for the quarter rose 16.1% year-on-year to ₹532 crore, compared with ₹458 crore in the same period last year. Profit after tax stood at 10.9% of revenue from operations.
Whirlpool India | The company’s net profit declined 39.8% year-on-year to ₹26.5 crore in Q3, compared with ₹44 crore in the same quarter last year. Revenue from operations rose 4% YoY to ₹1,773 crore, up from ₹1,704 crore a year ago, supported by stable demand across key product categories during the quarter.
IREDA | State-owned company announced that its board approved raising funds through the issuance of equity shares via a qualified institutions placement (QIP) in one or more tranches for an aggregate amount of up to ₹2,994 crore. The issuance will be structured to ensure that the shareholding of the President of India, acting through the Ministry of New and Renewable Energy, does not dilute more than 3.76% of the post-issue paid-up equity share capital of the company.
KIMS | Net profit for Q3 fell 39.8% year-on-year to ₹53.4 crore, compared with ₹88.7 crore in the corresponding quarter last year. Revenue from operations rose 29.2% year-on-year to ₹997.7 crore, up from ₹772.4 crore in the year-ago period, reflecting robust topline growth during the quarter.
Tata Steel | The company reported a stronger-than-expected performance for the December quarter, as robust volume growth offset subdued steel prices. Consolidated net profit rose sharply to ₹2,730 crore for the quarter ended December 31, compared with ₹295 crore a year earlier. The figure was well above the CNBC-TV18 poll estimate of ₹2,389 crore.
Sonata Software | The company reported a mixed performance in the quarter ended December 31, with net profit declining 13.3% quarter-on-quarter to ₹104 crore. The same for the previous quarter was ₹120 crore. Revenue for Q3FY26 surged 45.4% quarter-on-quarter (QoQ) to ₹3,080 crore, up from ₹2,119 crore in the preceding quarter. Operating performance improved in absolute terms, with EBIT rising 18.7% QoQ to ₹173.6 crore, versus ₹146.3 crore in the prior quarter.
Godawari Power and Ispat | The company reported a largely mixed performance in the third quarter of the current financial year, with net profit slipping marginally by 1.1% year-on-year to ₹143.2 crore, compared with ₹144.8 crore in the year-ago period. Revenue for the quarter declined 12.2% YoY to ₹1,139 crore, down from ₹1,297 crore a year earlier. Despite the drop in the topline, operating performance improved, with EBITDA rising 3.9% YoY to ₹230.3 crore, compared with ₹221.6 crore in the corresponding quarter last year.
Mitsubishi Electric | The company inaugurated its new air-conditioner and compressor manufacturing facility at Gummudipoondi, around 40 km north-west of Chennai, marking a significant expansion of its manufacturing footprint in the country. Located within the Mahindra Origins industrial campus, the facility has been developed with an estimated investment of ₹2,100 crore and was inaugurated virtually by Tamil Nadu Chief Minister MK Stalin.
Sula Vineyards | India’s largest winemaker, reported a sharp decline in net profit for the fifth consecutive quarter in the three months ended December 31. The company attributed the weak quarter—marked by a drop in revenue and EBITDA—to one-time tactical destocking in Karnataka, its second-largest market.
Sanghvi Movers | The company reported a 12.4% year-on-year decline in net profit for the third quarter, even as revenue posted double-digit growth during the period. Net profit for Q3 stood at ₹28.9 crore, compared with ₹33 crore in the corresponding quarter last year. Revenue from operations increased 13.4% year-on-year to ₹235.7 crore, up from ₹207.9 crore in the year-ago period.
Jana Small Finance Bank | The bank reported a sharp decline in profitability in the third quarter, with net profit plunging 91.2% year-on-year to ₹9.7 crore, compared with ₹110.6 crore in the year-ago period. Despite the drop in profit, the bank’s core income remained steady. Net interest income (NII) rose 13.8% YoY to ₹675 crore, up from ₹593 crore in the corresponding quarter last year.
Tata Chemicals | The company announced an investment of ₹515 crore to set up a new greenfield manufacturing facility in Tamil Nadu as part of its capacity expansion and supply chain strategy. The plant will manufacture iodised vacuum salt dried (IVSD). The facility, located at Valinokkam in Ramanathapuram district, will have an installed capacity of 210 kilo tonnes per annum.
Shree Cement | The company posted a strong bottom-line performance in the third quarter, with net profit rising 37.9% year-on-year to ₹266.7 crore, compared with ₹193.4 crore a year ago. Revenue grew 5% YoY to ₹4,800 crore, aided by stable volumes and improving demand conditions. Operating performance, however, was mixed. EBITDA declined 1.9% YoY to ₹946.8 crore, while margins narrowed to 19.7% from 21.1% in the same period last year.
First Published: Feb 8, 2026 5:33 PM IST
