Share Market News

SEBI’s chairperson said revised PMS regulations are expected to be rolled out by mid-2026 to strengthen governance, transparency and investor protection in the PMS industry.

High valuations and weak earnings momentum have kept foreign investors cautious on Indian equities. Domestic inflows have supported the market but delayed a valuation reset. A revival in earnings upgrades could be the key trigger ahead.

Traders can expect a cautious, range-bound session today after a sharp IT sell-off yesterday. Volatility may stay high, with focus on global cues and banking stocks.

Reliance plans $110bn AI capex over seven years, including 10GW renewables and multi-GW data centres; spending seen back-loaded, with 120MW initial capacity in 2026 and asset monetisation support.

Major banks, including Amex, SBI and ICICI, are tightening credit card rewards, cutting lounge visits and raising spend milestones such as ₹4 lakh and ₹7 lakh thresholds.

Carlsberg may raise up to $700 million through a secondary IPO of its India unit, which holds a 22% beer market share and posted $1.1 billion in revenue.

IT stocks tumbled to multi-month lows as fresh AI disruption fears rattled investors. Read more to understand what this means for the sector’s future.

From F&O exclusions and big-ticket investments to fresh order wins and regulatory updates, here are the key stocks set to be in focus today. Read on for the full details and what they mean for investors.

PNGS Reva Diamond Jewellery marks its stock market entry today with a ₹380 Cr. fresh issue. It is focusing on expanding its retail footprint. The jeweller attracts strong institutional interest through a robust anchor round. Read ahead as its IPO is now open for subscription.

After India-made syrups caused more than 140 child fatalities since 2022, India’s drug regulator has inspected about 90% of cough syrup makers, including approximately 1,100 manufacturing facilities, and discovered multiple violations.

SEBI said the regulator is using AI tools to track financial influencers who give illegal investment advice on social media in real time. The technology will help identify and act against market-related misinformation and misconduct more quickly.

India’s consumer goods makers are focusing on volume-led growth as inflation eases and recent GST cuts boost demand. Companies are expanding distribution, cutting prices and targeting higher sales volumes to drive earnings.

Textile stocks traded mixed amid ongoing U.S. tariff uncertainty. While some firms like Kitex Garments gained 11%, others declined. Revised global tariffs announced by President Trump are set to take effect soon, adding volatility to India–U.S. trade relationship.

Traders can expect a steady start today, supported by banking stocks. IT may remain weak. Gains could stay limited unless broader markets join the move.

India and Brazil aim to double bilateral trade from $12 billion in 2024–25 to $30 billion by 2030, backed by mineral, defence and energy agreements.

UPL shares dropped to ₹677 after the company revealed its global crop protection business restructuring plan and Nuvama changed its stock rating to 'Hold' with an ₹816 target. The UPL Global entity will have approximately ₹190 billion in net debt after the restructuring process.

Goldman Sachs increased its Q4 2026 oil price forecasts by $6 to $60 for Brent and $56 for WTI, citing OECD inventory levels that were too low. The bank maintains a prediction of a 2.3 million barrels per day supply excess for 2026.

HAL shares slipped as much as 4.72% intraday after reports of a Tejas runway incident reignited execution concerns. The weakness spread quickly. The Nifty India Defence index fell 1.09%, with investors locking in gains after a rally of nearly 50% over the past year.

Indian markets extended gains as PSU banks and healthcare stocks led buying. Sensex rose 0.58% and Nifty gained 0.55%. IT lagged, midcaps slipped, while gold and silver surged sharply.

Saudi exports to India rise to 1.0–1.1 mbpd in 2026; Russian flows ease to 1.2 mbpd, with March projected at 0.8–1.0 mbpd as refiners rebalance crude sourcing.

₹590-crore fraud at IDFC First Bank’s Chandigarh branch involved unauthorised transactions in Haryana government accounts. Arrests followed, funds partly recovered, but shares crashed, wiping over ₹14,000 crore in market value.

The US Supreme Court’s 6–3 ruling curbed emergency tariff powers; Trump invoked the Trade Act of 1974 to impose a 15% global levy, triggering refund claims, WTO dispute options, and short-term trade volatility.

India-EU FTA could lower wine duties from 150% to 20-30%, potentially bringing a 30% price drop in European wines and increasing competition for Sula’s premium portfolio.

Indian markets opened higher on 23 February 2026, supported by positive global cues after the US Supreme Court struck down broad-based tariffs. Stocks such as IDFC First Bank, SBI, ICICI Bank, Bharti Airtel, Vedanta, and NHPC are in focus.

India’s proposed tax changes to its France treaty could reshape the P-note route for foreign investors. Read more to understand what this means for market flows and your investments.

After the SEBI’s approval, the NSE is all set to launch 10-gram Gold Futures from 16 March 2026. Investors will be able to trade in these contracts from Monday to Friday, between 9 AM and 11:30 PM.

Shree Ram Twistex shares listed at ₹68 on NSE and ₹70 on BSE, marking a sharp discount to the issue price. The ₹110 crore IPO was subscribed 43.66 times during 23-25 February. Strong bidding was led by non-institutional and retail investors.

Gold and silver prices are expected to rise further next week. Analysts point to global trade tensions, Middle East geopolitical risks, and safe-haven demand supporting bullion. Persistent market uncertainties are likely to keep investor interest in metals elevated.