After a shaky start, the shares of Tata Consultancy Services (TCS) and HCL Technologies turned modestly higher on Tuesday, showing that investors are re‑evaluating their Q3 FY26 earnings.
Both stocks erased early losses as the broader market recovered. By noon, TCS was up about 0.6% at Rs 3,258.1, while HCL Tech edged up 0.15% to Rs 1,670.1.
Investors will keep an eye on deal execution, demand trends, and AI initiatives to see if they can spark a more durable recovery in earnings.
Remember, this is perspective, not a prediction. Do your own research before making any investment decisions.
Download the TradeKaizen app to practice F&O trading with real-time market data anytime, anywhere.
Get it on Google PlayConnect with fellow traders, share strategies, and improve your trading skills in our Telegram group.
Join TelegramITI, the government‑owned telecom firm, saw its stock jump almost 7% on Tuesday, reaching a 52‑week high of ₹316 per share. Sharp Rise in Share Price The stock opened at ₹316.60 and climbed to a peak of ₹316.15, up from Monday’s close of ₹296.10. Trading Volume Surges About 2.01 million shares traded on the NSE and 433,000 on the BSE, far above the typical two‑week average of 56,000 shares. Company Updates Board change: Lt Gen Kanwar Vinod Kumar, the government director, stepped down after reaching retirement age on 31 Dec 2025. New contract: ITI won a ₹72.76 crore work order to build an ice‑hockey rink in Kaza, Lahaul & Spiti, including a 500 kW solar backup, CCTV, lighting and related facilities. Performance Snapshot Shares have fallen about 1% over the past six months and 25% over the last year. However, they delivered a 145% gain over the past five years, making ITI a strong multibagger. Market capitalisation stands at roughly ₹30,316 crore as of 13 Jan 2026. What This Means for Investors The sudden price jump appears to be driven by buying interest rather than any major news. Retail investors may see the move as a short‑term opportunity, but should consider the stock’s recent volatility and long‑term growth record. Remember, this is perspective, not prediction. Do your own research or consult a financial advisor before making any decisions.
India's Union Budget for 2026 is set to give a lift to factories, infrastructure projects, and the banks that fund them. Here's a plain‑English look at what that means for everyday investors. Main Highlights of Budget 2026 Focus on development spending, especially manufacturing and infrastructure. No new tax cuts or stimulus; the government wants to keep the fiscal gap in check. Higher excise duty on tobacco to help fill the revenue gap. Continued push for disinvestment and asset sales to raise cash. Manufacturing Gets Strong Push The budget leans heavily on local manufacturing. Programs like the Production Linked Incentive (PLI) will keep supporting high‑value sectors such as automobiles, semiconductors, pharmaceuticals, and electronics. The electronics PLI, in particular, may be extended or refreshed because it has performed well so far. Lenders and Industrial Stocks Likely to Benefit Bankers and industrial companies stand to gain. With more capital being directed to factories and infrastructure, demand for loans should rise, helping lender earnings. At the same time, companies that supply raw materials or equipment for these projects could see better sales. Fiscal Health and Debt Concerns Even with the spending boost, the government wants to keep debt under control. The fiscal deficit is targeted at 4.4% of GDP for FY27, and overall capital expenditure is expected to grow roughly in line with nominal GDP. High bond yields (around 6.6%) persist because markets expect a big increase in government borrowing, especially from states. Investor Takeaway Consider overweighting banks and industrial stocks in your portfolio. Watch for any positive surprise in the debt‑to‑GDP ratio – it could lower bond yields and support equity markets. Stay aware of the government's push on disinvestment, which could create one‑off opportunities in the near term. Remember, this is perspective, not prediction. Do your own research or talk to a certified financial adviser before making any investment moves.
One Point One Solutions' shares jumped over 2% after its shareholders gave the green light to a big capital‑raising plan involving new warrants. Share Price Reaction On Tuesday the stock rose as much as 2.62% to ₹54.70 on the BSE and was trading about 0.8% higher at ₹53.71 on the NSE by midday. Capital Raising Plan The company will issue up to ₹84 crore worth of fully convertible warrants on a preferential basis. Each warrant costs ₹56, which includes a ₹54 premium, and can be turned into one equity share (₹2 face value) within 18 months. Warrant Allocation Akshay Chhabra (Promoter): 5,000,000 warrants Afrin DIA (Non‑Promoter): 2,000,000 warrants AL Maha Investment Fund PCC – Onyx Strategy (Non‑Promoter): 2,000,000 warrants Cullinan Opportunities Incorporated VCC – Sub Fund 1 (Non‑Promoter): 4,000,000 warrants Craft Emerging Market Fund PCC – Citadel Capital Fund (Non‑Promoter): 2,000,000 warrants According to SEBI rules, 25% of the warrant price must be paid when the warrants are allotted, and the remaining 75% is due when they are converted into shares. The new shares will sit on equal footing with existing shares and will be subject to the usual lock‑in period. What It Means for Investors The fresh capital is expected to strengthen the company’s balance sheet and fund future growth plans. Market participants see the move as a positive step that could improve financial stability and support the stock’s upward momentum. One Point One Solutions has delivered strong returns in recent years—over 3% gain in the last month, 6% in the past year, a 230% rise over three years, and more than 2,000% over five years. Remember, this is perspective, not a prediction. Always do your own research or consult a certified advisor before making any investment decisions.