Stocks to Watch Today: Bajaj Housing, PB Fintech, Q3 Results, Deals, Appointments | February 03

Stocks to watch today on February 03 amid Q3 earnings, corporate deals and management updates

Stocks to Watch Today are driven primarily by a heavy flow of December-quarter earnings, alongside corporate transactions, regulatory updates, management appointments, and institutional activity. As the share market today opens on February 03, investors are tracking earnings momentum across financial services, infrastructure, consumer goods, technology, and industrial sectors while also monitoring balance-sheet actions and governance-related disclosures.


Share Market News—Highlights


Major Market-Moving Developments

The most influential triggers among today’s stocks to watch include Q3 earnings from financial services, chemicals, infrastructure, and consumer-facing companies, alongside asset monetization, regulatory inspections, capital-raising approvals, and management changes. Several companies also reported exceptional items that materially affected profitability, adding depth to earnings analysis.

Institutional participation through bulk deals, hospitality investment commitments, and infrastructure asset transfers further shaped stock-specific focus as market participants assessed disclosures released ahead of the trading session.

December Quarter Earnings: Key Takeaways

Earnings announcements released so far reflect a mixed operating environment, with several companies reporting strong revenue growth but divergent profit outcomes due to exceptional items, tax impacts, or elevated costs.

Financial Services and Platforms

Bajaj Housing Finance reported year-on-year growth in both profit and net interest income, supported by steady expansion in its lending portfolio. PB Fintech delivered a sharp rise in profitability alongside strong revenue growth, while its board approved a fund-raising plan through a qualified institutional placement.

City Union Bank posted healthy growth in net profit and net interest income, accompanied by an improvement in asset quality metrics on a sequential basis. In contrast, Utkarsh Small Finance Bank reported a wider loss, even as its asset quality showed improvement quarter-on-quarter.

Industrial, Infrastructure, and Manufacturing Companies

Aarti Industries recorded a substantial increase in profitability, supported by higher revenues and improved operating performance. RailTel Corporation reported strong top-line growth, though profit declined marginally compared with the previous year.

Tata Chemicals reported a wider net loss in the December quarter, reflecting pressure on margins and the impact of exceptional losses. Thermax posted a sharp rise in profit, aided by exceptional gains, despite relatively modest revenue growth.

Consumer, Retail, and Hospitality

Chalet Hotels delivered strong growth in both revenue and profit, reflecting improved operating performance across its hospitality portfolio. Aditya Birla Lifestyle Brands reported steady earnings growth, supported by margin expansion.

Akzo Nobel India reported a decline in profit and revenue, impacted by exceptional losses during the quarter. Honeywell Automation India posted moderate revenue growth but a decline in net profit.

Technology and Services

PG Electroplast recorded strong growth in both revenue and profitability, while Olectra Greentech reported stable profit alongside robust top-line expansion. Awfis Space Solutions posted improved earnings, supported by higher occupancy and revenue growth.

Companies Reporting Results Today

A large set of companies is scheduled to announce their December quarter results today, keeping earnings firmly at the center of today’s stocks to watch. These include Bajaj Finance, Adani Enterprises, Adani Ports and Special Economic Zone, One Mobikwik Systems, Aarti Drugs, Aditya Birla Capital, Dr. Agarwals Health Care, Castrol India, Firstsource Solutions, HFCL, JK Lakshmi Cement, Kansai Nerolac Paints, Mankind Pharma, Nazara Technologies, NMDC, Pidilite Industries, Restaurant Brands Asia, Triveni Turbine, Trualt Bioenergy, Varun Beverages, and Zydus Wellness.

The results are expected to provide further insight into demand conditions, operating margins, and balance-sheet trends across multiple sectors, without implying any forward-looking expectations.

Corporate Actions and Strategic Updates

Several companies announced developments that extend beyond quarterly earnings and are relevant to today’s stocks to watch.

Unichem Laboratories informed exchanges that a recent inspection by the US Food and Drug Administration at its Kolhapur API facility concluded with procedural observations, none related to data integrity. The company stated that it will respond within the stipulated timeline.

IRB Infrastructure Developers transferred its entire equity stake in a highway project to its infrastructure investment trust, a move that is expected to lower consolidated debt levels following the transaction.

Brigade Hotel Ventures signed a memorandum of understanding with the Government of Tamil Nadu, committing significant capital expenditure to expand its hospitality footprint in Chennai through the addition of new hotel properties.

Zen Technologies announced the appointment of a new Chief Financial Officer, effective January 31, marking a change in its senior management team.

Bulk Deal Activity

Bulk deal disclosures reflected continued institutional participation, which forms part of routine market transparency rather than directional indicators.

CompanyBulk Deal Summary
Clean Science and TechnologySingapore-based Amansa Holdings increased its stake through market purchases
Jinkushal IndustriesMultiple funds acquired minority stakes through on-market transactions
India HomesLloyds Enterprises added to its existing shareholding via bulk purchases

Ex-Dividend and Distribution Updates

Several stocks are trading ex-dividend today, including Cochin Shipyard, GPT Infraprojects, Garden Reach Shipbuilders & Engineers, Symphony, and Vaibhav Global. Additionally, certain real estate investment trusts are trading ex-date for income distribution.

These adjustments reflect standard corporate actions and do not indicate changes in underlying business performance.

Broader Market Context

Beyond individual company updates, today’s stocks to watch are being assessed amid an ongoing earnings season, heightened scrutiny of balance-sheet actions, and continued focus on governance and regulatory compliance.

As trading unfolds, stocks to watch today will continue to be shaped by earnings outcomes, corporate disclosures, institutional activity, and broader developments reflected in the share market today.

Download the Samco Trading App

Get the link to download the app.

Samco Fast Trading App

Leave A Comment?