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Stocks to watch on February 11: BHEL, Grasim, Titan, Eicher Motors, Britannia and more

Stocks to watch on February 11: BHEL, Grasim, Titan, Eicher Motors, Britannia and more

The Indian stock market is set for an action-packed trading session on February 11, with several key companies reporting strong December quarter (Q3 FY26) numbers and important corporate developments. From robust earnings growth to stake sales and margin expansion, here’s a detailed look at the major stocks likely to remain in focus.


1) Britannia Industries Ltd

Britannia Industries Ltd delivered a steady performance in Q3 FY26, supported by improved profitability and margin expansion amid a relatively stable commodity environment.

• Net profit rose 17% YoY to ₹682.1 crore (vs ₹582.3 crore last year).
• Revenue from operations increased 8.2% to ₹4,969.8 crore (vs ₹4,592.6 crore).

The FMCG major’s consistent margin profile and earnings stability may keep the stock on investors’ radar during Wednesday’s trade.

2) Eicher Motors Ltd

 Eicher Motors Ltd posted a solid December quarter performance, exceeding Street expectations.

• Consolidated revenue rose 23% YoY to ₹6,114 crore (above poll estimate of ₹6,050 crore).
• EBITDA jumped 29.6% to ₹1,556.5 crore.
• EBITDA margin expanded to 25.5% from 24.2% YoY.

Strong demand and operating leverage supported profitability, making the stock one to watch closely.

3) Jubilant FoodWorks

Jubilant foodworks reported a 13.3% YoY rise in consolidated revenue to ₹2,437 crore.

• EBITDA grew 20.2% to ₹482.8 crore.
• EBITDA margin improved to 19.8% from 18.7%.
• Net profit surged 65.3% YoY to ₹70.9 crore.

In India, revenue from operations rose 11.8% to ₹1,801.5 crore, driven by 5% like-for-like growth at Domino’s, strong performance at Popeyes, new menu launches, and continued store expansion. The company added 78 net new stores, taking the total India store count to 2,528.

Operational efficiency and expansion momentum could drive stock movement.

4) BHEL

Bharat Heavy Electricals Ltd is in focus as the Narendra Modi government plans to sell a 3% stake, with an option to offload an additional 2% via an Offer for Sale (OFS).

• OFS scheduled for February 11 and 12.
• Floor price set at ₹254 per share.
• Represents an ~8% discount to the NSE closing price.

The stake sale could influence price action due to supply dynamics and investor participation.

5) Grasim Industries Ltd

Grasim Industries Ltd reported strong third-quarter earnings.

• Net profit rose 26.5% YoY to ₹1,037 crore.
• Revenue surged 25.3% to ₹44,312 crore.

The growth was driven by robust performance across business segments, reinforcing positive sentiment around the stock.

6) Titan

 Titan delivered a strong operating performance in Q3.

• Net profit rose 48.5% YoY to ₹1,470 crore (vs ₹990 crore).
• Margins largely in line with Street expectations.

Robust revenue growth and operating leverage supported earnings, making Titan a key stock to monitor.


7) India Glycols Ltd

 India glycols ltd reported healthy Q3 numbers.

• Net profit rose 19% YoY to ₹67.6 crore.
• Revenue increased 5.2% to ₹2,551 crore.
• EBITDA surged 42.7% to ₹176.2 crore.
• Margins improved to 6.9% from 5% YoY.

Improved operating performance and margin expansion could support investor interest.


8) HEG Ltd


HEG Ltd reported a sharp jump in profitability.

• Net profit surged to ₹207 crore (vs ₹83.4 crore last year).
• Revenue rose 37.2% YoY to ₹656.3 crore.

Strong earnings growth in the graphite electrode segment places the stock in focus.


Conclusion

The February 11 trading session is expected to see heightened activity across sectors including FMCG, auto, engineering, chemicals, retail, and quick-service restaurants. Strong Q3 FY26 earnings from companies like Titan, Eicher Motors, Britannia, Jubilant FoodWorks, and Grasim, along with the government’s OFS in BHEL, set the stage for stock-specific action.

Investors should track volume movements, management commentary, and broader market sentiment as these stocks react to earnings momentum and corporate developments.


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