Stocks to Watch on February 16: Key Companies and Market Trends

Stocks to Watch on February 16: Key Companies and Market Trends

The Indian stock market is gearing up for a volatile start on Monday, February 16, as the GIFT NIFTY futures suggest that the NIFTY50 index will open 93 points lower. Several key stocks are expected to remain in the spotlight due to recent developments and financial updates. Here’s a list of the companies that investors should keep an eye on:

Hindustan Copper Hindustan Copper is expected to be a key focus on Monday, February 16, following the Jharkhand government's issuance of a demand notice for over ₹929 crore. The notice, issued by the District Mining Office (DMO), East Singhbhum, Jamshedpur, alleges that the company has been producing without valid statutory clearances. This development could have significant implications for the company's operations and financial health.

IT Stocks After a significant sell-off in the previous week, IT stocks are expected to remain in the spotlight. The India AI Impact Summit 2026, which begins today, will likely influence investor sentiment. The summit is expected to attract over 2.5 lakh visitors, including international delegates, and will feature crucial announcements and updates from top leaders in the AI sector. Statements from these leaders will be closely watched, as they could provide insights into future trends and opportunities in the IT industry.

Fractal Analytics Fractal Analytics, a leading analytics company, will make its debut on the National Stock Exchange (NSE) and the BSE on Monday, February 16. This listing is expected to attract significant investor interest, given the company's strong performance and growth prospects in the analytics sector.

Aye Finance Aye Finance, a microfinance company, will also be listed on the NSE and BSE on Monday, February 16, at 10 am. The company has been making significant strides in the financial services sector, and its listing is expected to be well-received by investors.

Ola Electric Mobility Ola Electric Mobility, the electric vehicle (EV) arm of Ola, will be in the limelight after posting its earnings for the December quarter of the 2025-26 financial year (Q3FY26). The company reported a narrowed consolidated net loss of ₹487 crore, down from ₹564 crore in the same quarter of the previous year. Its revenue from operations stood at ₹470 crore, reflecting a 55.02% year-over-year (YoY) decline from ₹1,045 crore in the year-ago period. The company delivered 32,680 units in the third quarter, highlighting its ongoing efforts to expand in the EV market.

IRB Infrastructure Developers IRB Infrastructure Developers will be in the spotlight after reporting a 96.5% YoY decline in its consolidated net profit to ₹210.71 crore during the third quarter of the 2025-26 financial year (Q3FY26). The decline is attributed to the implementation of the new labour code, which resulted in a one-time impact of ₹42.7 crore. The company noted that the new labour code led to a significant increase in provisions for employee benefits.

Kwality Wall’s Industries Kwality Wall’s Industries, the ice cream arm of Hindustan Unilever (HUL), will debut on the NSE and BSE on Monday, February 16. HUL received approval from both exchanges on February 12 for the listing and trading of 2,34,95,91,262 equity shares of ₹1 each of Kwality Wall’s. With an entitlement ratio of 1:1, shareholders received one fully paid-up equity share of Kwality Wall’s for every one share of HUL they owned.

Titan Company Titan Company, a leading jewelry and watchmaker, has noted a shift in consumer behavior regarding gold purchases. Despite volatility in gold prices, Indian buyers are increasingly treating price corrections as opportunities to enter the market, similar to equity investors. Titan Company Managing Director Ajoy Chawla stated that consumers are now more willing to buy during dips, reflecting a change in strategy from being fence-sitters to taking advantage of price corrections.

Signature Global Realty firm Signature Global plans to develop a branded luxury housing project in Gurugram with an estimated revenue of around ₹5,000 crore. The company’s chairman, Pradeep Aggarwal, expressed confidence in achieving the revised sales bookings target of ₹10,300 crore for the current fiscal. Construction activities, which were affected in the December quarter due to pollution-related bans, have now accelerated, and the company expects a sharp increase in revenue recognition during the January-March period.

Religare Enterprises Religare Enterprises Ltd (REL), backed by the Burman family, has approved a plan to demerge its financial services and insurance businesses into two separately listed entities. This move aims to unlock shareholder value and sharpen strategic focus. REL will retain its stake in Care Health Insurance Ltd, while the financial services business will be transferred to its subsidiary, Religare Finvest Ltd (RFL).

Lodha Developers Lodha Developers, a leading real estate company, has acquired an 80% stake in Pune-based Solidrise Realty for ₹294 crore. This acquisition is part of Lodha’s expansion plan and will make Solidrise Realty a subsidiary of Lodha Developers. The company reported a 1% increase in consolidated net profit to ₹956.9 crore in the third quarter of the current fiscal year.

Escorts Kubota Escorts Kubota, a farm and construction equipment firm, sees a good opportunity to explore exporting tractors to the United States following the India-US interim trade deal. The company’s Japanese parent, Kubota Corporation, plans to turn India into its growth engine under its mid-term business plan for 2030. Escorts Kubota is considering leveraging the new trade deal to enter the US market.

Hero MotoCorp Hero MotoCorp, the country’s largest two-wheeler manufacturer, aims to strengthen its presence in segments such as scooters, premium bikes, and electric vehicles, where it is currently under-represented. The company also plans to expand its international presence and parts and accessories business. CEO Harshvardhan Chitale highlighted the significant growth opportunities in these categories, given Hero MotoCorp’s large market share.

Manappuram Finance Gold loan financier Manappuram Finance has received final approval from the Reserve Bank of India (RBI) for the proposed acquisition of up to 41.66% of the company's paid-up equity capital by affiliates of Bain Capital. The RBI approval is in connection with the definitive agreements executed on March 20, 2025, under which Bain Capital committed to invest approximately ₹4,385 crore to acquire an 18% stake on a fully diluted basis.

Kamdhenu Kamdhenu, a leading TMT maker, posted a 7% year-on-year growth in net profit to ₹21 crore in the December quarter, driven by a rise in income. The company reported a net profit of ₹12.45 crore in the October-December period of the preceding 2024-25 financial year. Kamdhenu’s total income increased to ₹175.59 crore from ₹172.65 crore in the third quarter a year ago. The company’s CMD, Satish Agarwal, noted the highest-ever profit before tax and PBT margin of 16%, supported by growth in franchise volumes and rising royalty incomes.

Zuari Industries Zuari Industries reported a net consolidated loss of ₹26.42 crore for the third quarter of the 2025-26 fiscal, driven by higher expenses. The company had posted a net loss of ₹25.23 crore in the same quarter of the previous year. Its total income rose to ₹301.48 crore during the October-December quarter of the 2025-26 fiscal from ₹274 crore in the year-ago period. Expenses remained higher at ₹334.24 crore against ₹312.75 crore a year ago. The company noted steady operational progress across its Sugar, Power, and Ethanol division, supported by strong on-ground execution during the crushing season.

Conclusion The Indian stock market is set for a dynamic start on February 16, with several key companies and sectors in focus. Investors should keep a close eye on these developments to make informed investment decisions. Whether it's the IT sector, the real estate market, or the growing EV industry, there are numerous opportunities and challenges to consider in the coming weeks.