Stocks to Watch Today (February 17, 2026): Infosys, JSW Infra, HFCL, Cochin Shipyard, Lupin and more

Stocks to Watch Today (February 17, 2026): Indian equity markets are likely to remain stock-specific on Tuesday, February 17, with focus on corporate developments, demerger listings and strategic announcements. Investor attention will also be on Infosys’ AI Investor Day, fundraising plans by select companies and key business updates across infrastructure, logistics, pharma and telecom sectors.

Infosys

Infosys will host its Investor AI Day today. The event will be closely tracked for updates on AI strategy, enterprise adoption and future growth roadmap.

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DCM Shriram (demerged entities)

The demerged entities — DCM Shriram International and DCM Shriram Fine Chemicals — will list today. These listings follow the company’s restructuring to unlock value across business verticals.

Healthcare Global Enterprises

Healthcare Global Enterprises will consider and approve fundraising through a rights issue. The move may support expansion and balance sheet strengthening.

Capillary Technologies

Capillary Technologies will be in focus as the anchor lock-in for 4 per cent of shares opens today.

Cochin Shipyard

Cochin Shipyard has been declared the L1 bidder by the Ministry of Defence for an order worth Rs 5,000 crore. The company will build five next-generation survey vessels for the Indian Navy, strengthening its defence order book.

Embassy Developments / Embassy REIT

Embassy received RERA approval for its first residential project in Alibaug, with a gross development value of Rs 400 crore. The project will include five residential towers.

Texmaco Rail & Engineering

Texmaco Rail received an order worth Rs 291 crore from Mumbai Railways Vikas Corporation for signalling equipment, including design, installation and commissioning.

JSW Infrastructure

JSW Infra said its board will meet on February 20 to consider raising funds through QIP or rights issue.

Lupin

Lupin entered into a licensing and supply agreement with Spektus Pharma to commercialise antidepressant DeslaFlex in Canada, strengthening its global specialty portfolio.

Delhivery

Delhivery partnered with EV startup RIDEV to deploy 150 electric vehicles across Northeast India, Hyderabad and Bengaluru. The move aligns with its sustainability and cost optimisation strategy.

TVS Supply Chain Solutions

TVS Supply Chain signed an MoU with Italy-based ALA Group to enter the aerospace and defence supply chain market in India.

Reliance Industries

Reliance Industries formed a joint venture with Africa-based TGI Group to expand its FMCG business across African markets, strengthening its global presence.

VA Tech Wabag

VA Tech Wabag formed a joint venture with Peak Sustainability Partners to enter the Bio-CNG and biogas business.

Adani Enterprises

Adani Enterprises formed a new subsidiary, Navi Mumbai Power Transmission Limited, to expand its presence in power transmission and infrastructure.

HFCL

HFCL received an order worth Rs 60.95 crore from a leading private telecom operator for supply of optical fibre cables.