Stocks to Watch: The Indian stock market is expected to start the week on a positive note on Monday, Feb 23, 2026 supported by strong global cues after the US Supreme Court struck down broad-based tariffs. Despite this boost, investors may remain cautious as US President Donald Trump later raised the new global tariff rate to 15%, creating some uncertainty.
Stocks to Watch: GIFT Nifty signals a strong opening
Early trends from GIFT Nifty point to a gap-up opening for Indian indices. GIFT Nifty was trading near 25,748, indicating a premium of around 163 points over the previous close of Nifty futures. This suggests a positive start for both the Sensex and Nifty 50.
“Indian equity markets are poised for a steady-to-positive start, as reflected by firm trends in GIFT Nifty amid improving global risk sentiment after the US Supreme Court struck down President Donald Trump’s earlier reciprocal tariffs. Although he subsequently signed an executive order imposing a fresh 10–15% global tariff—effectively resetting tariffs on Indian exports to around 10% for now—the broader backdrop remains cautious,” said Ponmudi R, CEO of Enrich Money.
Stocks to Watch: Market performance on Friday, February 20, 2026
On Friday, Indian equities ended in the green. The Sensex gained 316.57 points, or 0.38%, to close at 82,814.71, while the Nifty 50 rose 116.90 points, or 0.46%, to settle at 25,571.25, comfortably above the 25,500 mark.
Stocks to watch on Monday, February 23, 2026
Some companies are likely to remain in focus due to corporate developments and market-moving updates:
- UPL – The company approved a scheme of arrangement to create a listed crop protection platform. Its subsidiary, UPL Global Sustainable Agri Solutions, is expected to be publicly listed.
- Cohance Lifesciences – Jasti Property and Equity Holdings sold a 2% stake via the open market, reducing the Jasti family’s shareholding to 6.2%.
- JSW Infrastructure – The board approved the issuance of 25 crore shares through a QIP, rights issue, or other financial mechanisms to raise capital.
- Aster DM Healthcare – HDFC Mutual Fund increased its stake in the company to 7% after acquiring an additional 2.2% stake.
- IDFC First Bank – The bank reported that certain employees at its Chandigarh branch were involved in fraudulent transactions worth ₹590 crore, linked to accounts associated with the Haryana government.
- State Bank of India – SBI plans to raise its green lending share to 7.5–10% by 2030, with about 25% of these loans funded through dedicated green credit lines.
- Bharti Airtel – The telecom firm launched an AI and Cyber Threat Research Centre in India in collaboration with Zscaler.
- Adani Ports and SEZ – Adani Group’s arm Adani Gangavaram Port Ltd signed an MoU with NMDC Ltd and Vale SA to set up an iron ore blending facility and a Special Economic Zone at Gangavaram Port.
- ICICI Bank – The bank received an appellate order from the Maharashtra GST Department, confirming a tax demand of ₹50.38 crore, along with penalties and interest.
- Highway Infra – The company won a ₹154.59 crore contract from the National Highways Authority of India to operate a toll plaza in Gujarat.
- RailTel Corporation of India – RailTel, in partnership with Ashoka Buildcon, received a Letter of Intent from the Inspector General of Registration (IGR).
- Allcargo Terminals – The company handled 63,400 TEUs in January, marking an 8% rise year-on-year, though volumes fell 5% from December.
- Vikram Solar – Vikram Solar signed a domestic procurement deal with Jupiter International to source 2 GW of high-efficiency solar cells, valued at ₹2,000 crore. The deal covers TOPCon and mono PERC cells compliant with ALMM norms.
Disclaimer: This article is for educational purposes only. Investors are advised to consult a qualified investment advisor before making any investment decisions.
