Posted February 10, 2026
Stocks To Watch Today, February 10: Market Outlook & Key Earnings
The Indian stock market is all set to open on a positive note this Tuesday, February 10. Early indicators from GIFT NIFTY futures suggest a strong start, with NIFTY50 likely to open nearly 79 points higher. As Q3 earnings season hits its peak, several heavyweight stocks are lined up to report their December quarter results, making today a crucial trading session for investors and traders alike.
From BSE’s blockbuster performance to PSU banks reporting record profits, and from defence sector developments at GRSE to pharma and FMCG earnings, today’s market action is packed with opportunities. So, which stocks should you really keep on your radar? Let’s dive deep.
Indian Stock Market Opening Bell – What to Expect Today
GIFT NIFTY Signals a Strong Start
GIFT NIFTY futures trading nearly 79 points higher suggests a positive opening for the domestic markets. This upbeat momentum is supported by stable global cues, moderate inflation concerns, and strong corporate earnings.
In simple terms, the mood on Dalal Street looks optimistic. Think of it as a green signal at a busy traffic intersection—momentum can quickly build if volumes support the trend.
Global Market Cues & Investor Sentiment
Asian markets are trading mixed, while US indices closed with mild gains overnight. Bond yields and commodity prices remain stable, reducing pressure on emerging markets like India. All of this together creates a favorable environment for risk-on trades.
Q3 Earnings Season in Full Swing
Why Q3 Results Matter for Investors
The December quarter is crucial because it reflects festive demand, year-end business momentum, and operational efficiency. Strong Q3 numbers often shape stock price trends for the next few months.
In other words, Q3 earnings are like report cards—investors judge future potential based on this performance.
Big Names Announcing Results Today
Several heavyweights are set to announce their numbers, including:
-
Titan Company
-
Grasim Industries
-
Eicher Motors
-
Britannia Industries
-
Samvardhana Motherson International
-
Apollo Hospitals
-
Oil India
-
United Breweries
-
Jubilant Foodworks
-
Finolex Cables
That’s a lineup strong enough to move the entire market.
Top Stocks to Watch on February 10
BSE – Stellar Quarterly Performance
The Bombay Stock Exchange (BSE) reported a nearly threefold jump in consolidated profit to ?602 crore, compared to ?220 crore last year. Total revenue surged 61% YoY to ?1,334 crore, marking its 11th consecutive record performance.
This growth was driven by:
-
Strong equity derivatives trading
-
Increased listings
-
Higher mutual fund transactions
Simply put, BSE is riding the bull wave beautifully. The stock could remain in focus for further upside.
Eicher Motors – Auto Sector Focus
Eicher Motors, the parent company of Royal Enfield, stands at the intersection of premium biking demand and rising exports. Investors are keenly waiting for its Q3 results to understand margin trends and festive season sales performance.
Titan Company – Jewellery & Lifestyle Growth
Titan is a bellwether stock in the consumer discretionary space. Strong festive demand, wedding season sales, and retail expansion could translate into solid numbers. Any earnings surprise here can have a ripple effect across FMCG and retail stocks.
Britannia Industries – FMCG Performance Check
Britannia remains a favorite among defensive investors. The focus will be on margin improvement, volume growth, and rural demand recovery. Input cost moderation could help boost profitability.
Samvardhana Motherson – Auto Ancillary Outlook
With improving auto sales and global supply chain stability, Motherson’s performance will provide insights into global automotive demand trends.
GRSE – Defence & Shipbuilding Boost
Garden Reach Shipbuilders & Engineers (GRSE) signed an MoU with Hindustan Shipyard Limited to form a consortium for large-scale strategic shipbuilding projects. This is a big positive for India’s defence manufacturing push and could boost long-term order inflows.
Oil India – Energy Sector Momentum
Oil India remains in focus due to stable crude prices, higher production targets, and government support. Energy stocks often act as market stabilizers during volatile sessions.
United Breweries (UBL) – Beverage Industry Trends
UBL’s results will reflect urban consumption trends and festive demand. Improved margins and premium product sales could support positive sentiment.
PSU Banks in Focus – SBI, UCO Bank, Bank of Maharashtra
Record Profit Growth in Q3 FY26
Public sector banks delivered a record cumulative profit of ?52,603 crore, reflecting 18% YoY growth. Leading the pack was State Bank of India (SBI).
For perspective:
-
Q3 FY25 profit: ?44,473 crore
-
Q3 FY26 profit: ?52,603 crore
-
Absolute growth: ?8,130 crore
That’s a massive leap.
What This Means for Banking Stocks
Improved asset quality, lower NPAs, and higher credit growth are driving profitability. PSU banking stocks could continue to outperform in the short to medium term.
RBI’s Big Relief for MSMEs
New Collateral-Free Loan Limit Explained
The RBI has enhanced collateral-free loan limits to ?25 lakh for micro and small enterprises, easing credit access for MSMEs.
Impact on Banks and Small Businesses
This move could:
-
Boost credit growth
-
Improve business expansion
-
Enhance job creation
For banks, it means higher loan disbursement opportunities and improved financial inclusion.
Corporate News That Can Move Stocks
Gulf Oil Lubricants – Profit Dip Despite Revenue Growth
PAT declined 21.45% YoY, but revenues rose 10%. Margin pressures remain, yet operational strength is visible.
PNC Infratech – Revenue Pressure
Net profit declined 5%, and revenues dropped 18%. Infrastructure stocks could see cautious sentiment today.
The Ramco Cements – Strong Profit Surge
Net profit more than doubled to ?385.63 crore, driven by better cement prices and efficiency gains. This is a big positive for cement stocks.
Bata India – Steady Growth
Profit rose 12.61% with moderate revenue growth, reflecting stable consumer demand.
Mahindra Lifespace – Strategic JV in Bengaluru
A joint venture with Mitsui Fudosan Group marks a strategic step into premium housing, strengthening long-term growth prospects.
Embassy Developments – Rising Losses
Net loss widened sharply, which may dampen short-term investor sentiment.
Aurobindo Pharma – Strong Pharma Performance
Profit jumped 8% YoY, supported by robust US and European sales. Pharma stocks may stay firm.
Jyothy Labs – Margin Pressure
Profit declined 7.2% due to higher expenses, though revenue growth remained steady.
Captain Polyplast – Solar Segment Boost
Net profit surged 41%, driven by strong solar pump orders. Renewable energy-related stocks remain in focus.
IOC & HPCL – Venezuelan Crude Deal
The purchase of 2 million barrels of Venezuelan crude could help optimize refining margins and diversify sourcing.
Ceigall India – Infrastructure Growth
Profit rose 2%, with strong execution momentum across EPC projects.
Sector-Wise Market Outlook for Today
Banking
Strong earnings momentum, RBI support, and improving asset quality make this sector highly attractive.
FMCG
Stable demand and easing input costs favor large FMCG players.
Infrastructure
Mixed results; stock-specific action likely.
Pharma
Stable US demand and new launches keep the sector resilient.
Energy & Oil
Crude price stability and strategic sourcing support margin improvement.
Trading Strategy for February 10
Intraday Traders
Focus on:
-
BSE
-
PSU banks
-
Titan
-
GRSE
Look for breakout patterns and volume spikes.
Short-Term Investors
Earnings-driven momentum stocks such as Ramco Cements, Aurobindo Pharma, and SBI could offer short-term gains.
Long-Term Investors
Consider accumulating:
-
Titan
-
Eicher Motors
-
Mahindra Lifespace
-
Samvardhana Motherson
Key Risks and Factors to Monitor
-
Global bond yield movements
-
Crude oil price volatility
-
FII flow trends
-
Currency fluctuations
Conclusion
February 10 promises to be a high-volatility, high-opportunity trading session for Indian investors. With strong earnings, positive global cues, and supportive RBI measures, the market sentiment remains optimistic. From BSE’s stellar results to PSU banks’ record profits and defence sector optimism, traders and investors have plenty of actionable cues today.
Whether you're an intraday trader hunting momentum or a long-term investor seeking value, keeping a close eye on these stocks could help you stay ahead of the curve.
Disclaimer
The information provided in this article is for educational and informational purposes only. It does not constitute financial, investment, legal, or tax advice. Please consult with a certified financial advisor or a SEBI-registered professional before making any investment decisions. The author and publisher are not responsible for any financial losses or legal consequences incurred as a result of using this information.