Stocks to Watch Today: The Indian equity indices made slight increases on February 12 as Nifty 50 increased by 0.07% in a narrow margin where it stayed above the major support level at 25,780. Momentum indicators are also still bullish and new highs can only be reached with a decisive break of above 26,000. The current limelight is on Lenskart, LG Electronics, Federal bank, Netweb Tech, Kernes Microsystems, Orkla, IRCON, Yatra Online and Elgi Equipments with new quarterly figures and company announcements.
Stocks to Watch Today: Key Market Drivers for February 12, 2026
-
Lenskart Solutions: Q3 profit increased more than 70 times to Rs 131 crore against Rs 1.85 crore with revenue going up by 38% to Rs 2308 crore, driven by store expansions and growth in volume.
-
LG electronics India: Q3 net profit crashed 61.6% to Rs 89.7 crore as 6.4% revenue fell to Rs 4,114 crore and was impacted by weaker demand.
-
Federal Bank: The RBI approved ICICI Prudential AMC to acquire up to 9.95% and increasing the buzz in consolidation in the private banking sector.
-
Netweb Tech: Promoters plan to sell 3% stake through block deals at a valuation of 515 crore at floor price of 3,027/share, reports.
-
Kernes Microsystems: Secured 505 KAVACH safety units order of Rs 411 crore by Banaras Locomotive Works.
-
Orkla India: Q3 profit fell 14% to Rs 56.6 crore even though revenue increased 3.4% to Rs 636 crore and labor code expenses at Rs 15.84 crore.
-
IRCON International: Q3 profit is up by 16% to Rs 99.85 crore although revenue is down by 19% to Rs 2,119 crore due to delays in project execution.
-
Yatra Online: Q3 profit declines 16.7% to Rs 8.3 crore, revenue increases 9% to Rs 257 crore as employee costs rise.
-
Elgi Equipments: Q3 profit increased 18% to Rs 95.2 crore and revenue grew 18% to Rs 1,003 crore and had compressor demand strength.
Best Earnings Highlights (Results Reported).
-
Patanjali Foods: Profit had increased 60% to Rs 593 crore, revenue increased 16.5% to Rs 10,484 crore.
-
Kirloskar Oil Engines: The profit shot up 56% to Rs 111 crore on 29% increase in revenue to Rs 1873 crore.
-
Amara Raja Energy: 4% growth in revenue but 50% cut in profit to Rs 140 crore; unusual loss, at Rs 48 crore.
-
Godrej Industries: It increased the profit by 9% to Rs 205 crore, revenue by 5% to Rs 5,051 crore.
- Garware Technical Fibres: 10% increment in revenue and 18% increment in profit to 56 crore.
Major Earnings Scheduled for Today (12 Feb)
Major stocks like Hindustan Unilever, ONGC, Coal India, Hindustan Aeronautics and Muthoot Finance declared their Q3 FY26 results. Its current position for Hindustan Unilever is ₹2,463, an increase of around 0.38% and ONGC is currently at ₹275, an increase of around 0.9% while Coal India has dipped to ₹423, recording an increase of approximately 1.8%.
Other Key Developments
Block deals shook Ather Energy with govt and NIIF offloading 1.92% stake for Rs 331 crore at Rs 710/share to marquee buyers like ICICI Pru MF. Bulk action hit Sterlite Tech as TIAA sold 1.78% for Rs 126 crore with Ex-dividend plays include Gateway Distriparks and Star Cement, F&O bans persist on SAIL and Sammaan Capital.
Market Insight: Q3 Earnings Impact
Q3 results paint a patchy picture consumer and auto ancillary names like Lenskart and Elgi shine with 18-38% growth, while electronics (LG) and select pharma falter on costs. Labor code provisions dented profits across Orkla, Concord (Rs 3.3 crore hit) and others by 1-5%. Aggregated revenue growth hovers at 10-15% for most, but PAT volatility underscores margin pressures watch for HUL/ONGC beats to lift sentiment.
Top 10 Stocks to Watch Today: Feb 12, 2026
| Stock Name | Key Reason for Action |
|---|---|
|
Lenskart Solutions |
Q3 profit up 70x to Rs 131 cr and revenue +38% |
|
Federal Bank |
RBI okays ICICI Pru AMC’s 9.95% stake buy |
|
IRCON International |
Q3 profit +16% to Rs 100 cr despite revenue dip |
|
Netweb Technologies |
Promoters plan 3% stake sale via blocks, Rs 515 cr |
|
Kernex Microsystems |
Rs 411 cr KAVACH order from Banaras Loco Works |
|
Elgi Equipments |
Q3 profit +18% to Rs 95 cr and revenue +18% |
|
Yatra Online |
Q3 revenue +9% to Rs 257 cr amid profit slip |
|
Orkla India |
Q3 profit -14% due to labor code costs |
|
LG Electronics India |
Q3 profit crashes 62% to Rs 90 cr on weak sales |
|
Patanjali Foods |
Q3 profit +60% to Rs 593 cr and strong revenue beat |
Stocks to Watch: Frequently Asked Questions
What fueled Lenskart’s massive Q3 profit jump?
Profit soared over 70-fold to Rs 131 crore on 38% revenue growth to Rs 2,308 crore, driven by new stores and eyewear demand surge.
How might Federal Bank’s RBI approval impact shares?
RBI cleared ICICI Prudential AMC for a 9.95% stake buy, sparking M&A buzz and potential synergies in private banking.
Why is Kernex Microsystems a top pick today?
It secured a Rs 411 crore order from Banaras Locomotive Works for 505 KAVACH safety units, aligning with rail infra push.
What risks loom for today’s major earnings like HUL?
Labor code costs seen in Orkla, Concord and exceptions could dent margins, though revenue beats may lift sentiment.
What’s the Nifty’s near-term trajectory?
Bullish above 25,780 support with a 26,000 close eyes record highs, backed by momentum despite range-bound trade.
SJVN & Infosys Stock Outlook for February 12
SJVN trades steadily around Rs 72-73 with support at Rs 69; hydro project wins support a 1-year target of Rs 95 amid infra tailwinds. Infosys eyes Rs 1,800-1,900 range with Rs 1,500 support and rebound potential to Rs 2,000+ hinges on Q3 AI deal beats despite US caution.
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.
