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Stocks to Watch Today (January 27, 2026): Indian equity markets open on Tuesday after a long weekend, with trading resuming following the Monday holiday on account of Republic Day. With the break behind, a lot of stock-specific action is expected as investors react to quarterly results announced over the past few days. Several stocks will also remain in focus due to recent corporate announcements, policy developments and sector-specific news, keeping the session busy and earnings-driven.
Asian Paints will announce its Q3 results between 12 pm and 3 pm. Investors will watch demand trends, margins and commentary on urban and rural consumption.
Tata Consumer Products is scheduled to report earnings post market. Updates on beverages, foods growth and margin outlook will be key.
CG Power will announce its quarterly results between 1 pm and 3 pm. Order inflows and margin trends will be tracked.
Marico will report earnings post market. The stock will also remain in focus after PVR INOX sold its majority stake in snack brand 4700BC to Marico.
Vodafone Idea will announce its results post market. Commentary on subscriber trends and funding plans will be closely watched.
India is expected to sign a free trade agreement with the European Union, which could impact export-oriented sectors. An all-India bank strike is underway from 24 January to 27 January. The BJP will hold a pre-Budget core team meeting at 11 am today.
Banking stocks will remain in focus after the RBI announced a liquidity infusion of Rs 2 lakh crore through open market operations, forex swaps and repo auctions. The RBI will inject Rs 25,000 crore through VRR on 30 January. It will also conduct a USD 10 billion USD-INR buy-sell swap on February 4 and purchase government securities worth Rs 1 lakh crore via OMO in February.
PVR INOX sold a 93.27 per cent stake in Zea Maize, owner of the 4700BC snack brand, to Marico for around Rs 227 crore. The brand is known for popcorn and packaged snacks.
Zydus Lifesciences said its Ankleshwar manufacturing facility in Gujarat was inspected by the US FDA between 19 January and 23 January. The regulator issued three observations after the inspection.
Torrent Pharma said the US FDA conducted an inspection at its Dahej facility between 19 January and 23 January and did not issue any observations.
United Breweries approved a new cost-effectiveness programme to address challenges in the Indian beer market. The initiative is expected to deliver annual savings of 3–6 per cent, which will be reinvested into growth.
Kotak Mahindra Bank reported mixed Q3FY26 results. Asset quality improved, but NII and PAT missed estimates. NII rose 6.5 per cent YoY, while PAT increased 7.4 per cent. Margins declined and CASA ratio moderated.
UltraTech Cement delivered better-than-expected Q3FY26 results. Revenue rose 23 per cent YoY, while EBITDA increased 35.2 per cent, driven by strong volumes and cost efficiencies. Margins expanded to 17.9 per cent.
Axis Bank posted mixed Q3FY26 earnings. NII and PAT beat estimates, but asset quality and margins weakened. The bank flagged technical factors impacting slippages during the quarter.
JSW Steel reported strong YoY growth in net profit for Q3FY26, though operational performance was below estimates. Revenue rose 11.1 per cent and EBITDA increased 16.4 per cent. The company also approved a 50:50 joint venture with Japan’s JFE Steel for Bhushan Power and Steel.
Godrej Consumer Products reported Q3FY26 results largely in line with estimates. Revenue and EBITDA grew YoY, but PAT was impacted by an exceptional expense of Rs 99 crore. India margins returned to the guided range.
IndusInd Bank reported weak Q3FY26 earnings, broadly in line with estimates. NII declined 13 per cent YoY, while PAT fell sharply due to higher provisions and margin pressure.
BPCL reported better-than-expected Q3FY26 standalone results, supported by strong operational performance. Revenue, EBITDA and PAT all beat estimates, though margins were slightly lower. The company declared an interim dividend of Rs 10 per share.
Nuvama Wealth reported mixed Q3FY26 numbers. Revenue and EBITDA rose YoY, but margins declined. Wealth management revenues remained strong, while capital markets income stayed flat.
JSW Energy reported Q3FY26 results below estimates despite strong YoY growth. Revenue and EBITDA rose sharply, but deferred tax and exceptional losses impacted reported profitability. Power generation volumes increased significantly across renewable and thermal segments.