Market Commentary
Global markets
US markets closed mix on Thursday as. Dow jones closed marginally positive and Nasdaq closed 0.7 pct in negative, after seeing selling in Microsoft.
| Global Indices | pct Change | ||
| Last Close | 1 day | YTD | |
| Dow Jones | 49,071 | 0.1 | 2.1 |
| Nasdaq | 23,685 | -0.7 | 1.9 |
| Hang Seng | 27,567 | -1.4 | 7.6 |
| Nikkei | 52,923 | -0.8 | 5.0 |
Commodities
Gold prices fell as investors take profit after record rally and currently stood at USD 5,195. On the other hand, oil prices stood at USD 68.36/bbl.
| Commodities pct Change | ||
| Last Close | 1 day | |
| Gold ($) | 5,195 | -3.4 |
| Silver ($) | 110.00 | -5.2 |
| Brent Crude ($) | 68.36 | -2.0 |
| Moving Averages | ||
| Nifty 50 | Nifty Bank | |
| 50 DMA | 25,249 | 59,223 |
| 100 DMA | 25,497 | 59,427 |
| 200 DMA | 25,791 | 59,427 |
Asian markets
Asian markets trading negative in the early morning trade. Hang Seng trading 1.4 pct in negative, while Nikkei was trading 0.8 pct lower.
Indian Indices
India’s equity benchmarks are likely to open negative on weaker Rupee and rising oil prices. Benchmark Indices, Sensex and Nifty, closed 0.3 pct in green on Thursday, as upbeat commentary on economic survey lifted sentiment.
Results today :- AWHCL, National Aluminium
| Indian Market | pct Change | ||
| Last Close | 1 day | YTD | |
| Sensex | 82,566 | 0.3 | -3.1 |
| Nifty | 25,418 | 0.3 | -2.7 |
| Nifty Bank | 59,957 | 0.6 | 0.6 |
| Nifty Midcap 100 | 58,541 | 0.2 | -3.2 |
| Nifty Smallcap 100 | 16,825 | 0.2 | -5.0 |
| Institutional Activity | Rs crore | |
| Cash | YTD | |
| FII | -393 | -43,687 |
| DII | 2,638 | 69,822 |
Stocks to watch
| Positive Read through | Negative Read through |
| MTAR Tech – EBITDA up 80.7 pct at Rs 598 mn vs Rs 331 mn, margin at 22 pct vs 19 pct YoY. | JB Chemicals – Narayan Saraf resigns as CFO of the company effective January 30, 2026. |
| Godrej Properties – Acquires 8.5-acre land parcel in Mahalunge, Pune, with estimated revenue potential of Rs 20 bn. | Blue Star – Q3 results below estimates, UCP revenue down 1 pct YoY. |
| ACME Solar – Arm executes power purchase agreement with NHPC to set up 250 MW FDRE project. | Swiggy – Net loss widened to Rs 10.65 bn vs loss of Rs 8 bn YoY. |
| Capri Global – Net profit up 99.5 pct, revenue up 48.7 pct at Rs 12.20 bn vs Rs 8.21 bn YoY. | Swiggy – Net loss widened to Rs 10.65 bn vs loss of Rs 8 bn YoY. |
| Aurobindo Pharma – DGFT imposes minimum import price on Pen-G, 6-APA and Amoxicillin. | Voltas – Q3 results below estimates, net profit down 35.7 pct at Rs 8.49 bn vs Rs 13.2 bn YoY. |
| Vedanta – Net profit up 60.1 pct, EBITDA up 37 pct at Rs 68.66 bn vs Rs 50.13 bn YoY. | Colgate – Q3 results in line with estimates, EBITDA down 1.3 pct at Rs 4.48 bn vs Rs 4.54 bn YoY. |
| Dixon Tech – Q3 results in line with estimates, net profit up 68 pct YoY. | |
| REC – Net profit flat, NII up 2.8 pct at Rs 52.75 bn vs Rs 51.33 bn YoY. | |
| Tata Motors CV – Revenue up 17 pct, domestic volumes up 18 pct and exports up 70 pct YoY. | |
| Nippon Life AMC – Net profit up 37 pct, revenue up 20 pct at Rs 7.05 bn vs Rs 5.88 bn YoY. | |
| Dabur – Q3 results in line with estimates, net profit up over 7 pct YoY. | |
| HUDCO – Net profit down 3 pct, NII up 4.2 pct at Rs 10.24 bn vs Rs 9.83 bn YoY. | |
| HPCL – Signs MoU with Oil India to collaborate on development of compressed bio-gas project. | |
| HAL – Bags order worth Rs 18 bn from Pawan Hans for supply of 10 Dhruv NG helicopters. | |
| Syrma SGS – Net profit at Rs 1.03 bn vs Rs 487 mn, margin at 12.7 pct vs 9 pct YoY. | |
| Niva Bupa Health – Gross premiums written up 54 pct, net premium written up 53 pct YoY. | |
| Concor – EBITDA up 10.3 pct at Rs 5.13 bn vs Rs 4.66 bn, margin at 22.3 pct vs 21 pct YoY. | |
| Indegene – Revenue up 31 pct, EBITDA up 21.9 pct at Rs 1.60 bn vs Rs 1.31 bn YoY. | |
| ITC – Strong performance from core business, cigarette volumes up 6.5 pct vs expected 5–6 pct growth. | |
| Allied Blenders – Net profit up 11 pct, EBITDA up 14 pct at Rs 1.37 bn vs Rs 1.20 bn YoY. |
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