Stocks to Watch Today: Tuesday, 11 February 2026, opens with Indian indexes floating in a tight band as traders juggle three competing themes robust Q3 earnings from autos, power and chemicals with fresh labour‑code related expenses cutting into profits and a spate of corporate action events ranging from government PSU sell‑offs to ex‑dividend and ex‑rights dates. As a three-session rally is under way and the year-on-year gain is in the 10% range, Indian equities open 11 February 2026, Sensex around 84200 and Nifty around 25900, despite the Trump tariffs and earnings season volatility continuing to keep the India VIX in the low-12 range.
Stocks to Watch Today: Key Market Drivers for 11 February, 2026
- Broad benchmarks hovering slightly below key psychological resistance, evoking cautious positioning ahead of heavyweight earnings scheduled today.
- Q3 results season nearing its peak with blue‑chips from autos, power and specialty chemicals already delivering double‑digit YoY PAT growth.
- Labour‑code linked payroll and compliance charges materialising in the quarter, pinching margins in sectors such as hospitality, private utilities and large‑scale industrials.
- PSU‑linked action attracting attention as a heavyweight power and engineering name enters an offer for sale window with tens of crores of shares coming into the market.
- Sector‑wise rotation visible mid‑cap industrials and selective metals outperforming while certain high‑beta consumer and pharma names consolidate after prior‑week ascendancy.
Top Earnings Highlights (Results Declared)
- Mahindra & Mahindra group linked industrial and OEM units clocking profit jumps of about 60–65% on roughly 40–45% top‑line growth, driven by volume gains and cost‑mix improvement. Labour‑code related provisions alone seep around ₹150 crores into the cost base, softening marginal uplift despite strong utilisation.
- Apollo Hospitals posting PAT nearly 35 percent higher at about ₹502 crore on just over 17% revenue growth while declaring an interim dividend of ₹10 per share and reinforcing its income‑plus‑growth narrative.
- Eicher Motors reporting earnings growth close to 21% at about ₹1,420 crore on 23% revenue rise with a labour‑code linked hit of roughly ₹55–56 crore signalling future wage‑cost sensitivity.
- Grasim Industries closing Q3 with PAT up around 26% near ₹1,037 crore and revenue above ₹44,000 crore, reflecting strong industrial‑cycle leverage despite softening upstream commodity spreads.
- Britannia Industries expanding profit by over 17% and revenue by about 8%, staying near the high end of FMCG quarter‑to‑quarter predictability despite food‑price volatility.
Major Earnings Scheduled for Today (11 Feb)
Significant incomes booked on 11 February 2026 are past more than one dozen mid-cap and large-cap gains in the autos, consumer services, logistics and specialty chemicals sectors, a few of which are likely to report Q3 PAT growth in the middle of the teens to the lower part of the thirties percentage range as compared to the identical quarter last year, increasing sector-wide revenue forecasts by an average of 8-20%.
How might Trump Tariffs Impact Indian Stocks Today
Tariff on a few of the Indian exports that Trump has imposed might strain export focused metals, chemicals and a few of the sectors in the present times and the global growth fears might pull sentiment on export related names. The shock might however be partially absorbed by domestic facing financials, consumption and infra stocks in case rupee and bond yields remain stable.
Market Insight: Q3 Earnings Impact
Q3 performance demonstrates the wide-range index with high mid to high 20% YoY PAT growth with some counters just above 100% improvements. Leaders are those with margins in a 15 to 25% revenue producing environment and increases in wages through labour code, limits short-term profits. Capital efficiency and free cash flow is replacing headline growth as important to investors.
Top 10 Stocks to Watch Today: Feb 11, 2026
| Stock Name | Key Reason for Action |
|---|---|
|
Oswal Pumps |
Strong Q3 PAT growth, improving RoE, infra‑linked order book |
|
Hindustan Zinc |
High‑volume‑driven earnings, robust cash flows |
|
Life Insurance (LICI) |
Rising profitability, benign claims, improving ROE |
|
Saatvik Green |
Double‑digit revenue growth and high RoE in green‑themed space |
|
Coal India |
Steady coal demand but thinning margins, valuation focus |
|
Ganesh Housing |
Weak earnings growth despite asset‑heavy structure and elevated price |
|
Pace Digitek |
Sharp PAT jump in a small‑float, prone to volume‑driven swings |
|
Ashoka Buildcon |
Negative earnings trend with stretched valuation in infra |
|
Sharda Motor |
Double‑digit PAT beat and stronger operating leverage |
|
Gokul Agro |
Solid PAT growth with healthy capital‑turn and margin metrics |
Other Key Developments
The number of infra and engineering companies secured large new orders in the framework of public-private and state-supported programs, which increased the volumes of order books and growth rates. One of the PSU power-engineering companies won a 2.8 M crore order of coal to ammonia syngas plant and an Indian EC company won 1.73 M crore Oman DBOOM water-treatment contract with more financial-governance emphasis was also highlighted by the new CFOs of listed telecom and retail.
Stocks to Watch: Frequently Asked Questions
How much of the labour‑code‑related hit is truly one‑time versus recurring?
A handful of managements indicate most shocks this quarter are front loaded wage reconfiguration and transition related compliance spends, but incremental annual pressure may persist.
Which Q3 out-performers still carry hidden balance‑sheet or execution risks?
Capital intensive infra players and scheme dependent metals and energy firms need closer scrutiny on debt service metrics and project‑monetisation timelines, even as PAT looks stellar.
Should dividend‑oriented investors shy away when names go ex‑dividend after blow‑out earnings?
Ex‑dividend moves are short‑term mechanical shifts; long‑term holders weigh sustainability of underlying profitability and sector outlook more than single date price drops.
Disclaimer: The information provided in this article is for informational purposes only and does not constitute financial advice. The Sunday Guardian suggests that readers consult with a certified financial advisor before making any investment or money-related decisions. The stock market involves significant risk.
