..... . VALI disclosures . .....: 20/02/26, Stocks to Watch Today: Today's market watch highlights a compelling lineup of stocks to watch today as major Indian corporates announce strategic investments, partnerships, and operational updates.

Friday, February 20, 2026

20/02/26, Stocks to Watch Today: Today's market watch highlights a compelling lineup of stocks to watch today as major Indian corporates announce strategic investments, partnerships, and operational updates.

From Reliance Industries unveiling a massive Rs 10 lakh crore AI investment and TCS partnering with OpenAI on scalable AI infrastructure, to Cochin Shipyard winning an LNG vessel contract, investor attention is sharpening across sectors.

Banking names like Karur Vysya Bank and Bandhan Bank make rate and service announcements, while Dr Reddy's and Zydus Lifesciences expand their healthcare portfolios. Industrial and infrastructure plays such as Texmaco Rail, RailTel, Waaree Energies, and CIE Automotive India also feature key developments, making this a busy day on the Indian bourses.

Here's the list of stocks to watch in today's trading session:

TCS (Tata Consultancy Services)

Announce AI Infrastructure Partnership with OpenAI

Tata Consultancy Services (TCS), part of the Tata Group, and OpenAI on Thursday announced a strategic partnership anchored by plans to build 100 megawatts (MW) of AI infrastructure in India, scalable to 1 gigawatt (GW). The partnership also includes joint initiatives to accelerate enterprise AI adoption, develop industry-specific solutions, and expand AI skilling for Indian youth.

Cochin Shipyard

Signs LNG Vessel Contract with CMA CGM

Cochin Shipyard Limited (CSL) has signed a major contract with French shipping major CMA CGM for the construction of LNG dual-fuel vessels. Officials said the move is expected to boost India's global shipbuilding footprint and align with the green maritime transition.

RailTel

Secures Rs 35.6 Crore Signalling Project

RailTel Corporation of India has secured an order worth about Rs 35.6 crore for a railway signalling project after receiving a Letter of Acceptance from the Deputy Chief Signal & Telecommunication Engineer.

Waaree Energies

In Talks for Rs 8,000 Crore Battery Facility

Waaree Energies is in discussions with the Andhra government and other states to set up a proposed greenfield battery manufacturing facility involving an investment of over Rs 8,000 crore.

Karur Vysya Bank

Reduces One-Year MCLR to 9.10 per cent

Karur Vysya Bank has reduced its one-year Marginal Cost of Funds-Based Lending Rate (MCLR) to 9.10 per cent from 9.20 per cent.

Dr Reddy's

Acquires Progynova Brands for India

Dr Reddy's Laboratories has forayed into the hormone replacement therapy segment by acquiring trademarks of speciality brands Progynova and Cyclo-Progynova and related assets for India from UK-headquartered Mercury Pharma Group for USD 32.15 million, according to a company statement.

CIE Automotive India

Reports 10.4 per cent Rise in Q3 Profit

CIE Automotive India reported a 10.4 per cent year-on-year increase in consolidated net profit for the third quarter, with earnings rising to Rs 204.3 crore compared with Rs 185 crore in the same period last year.

Bandhan Bank

Facilitates Assam e-GRAS Payments

Bandhan Bank on Thursday said it has facilitated state tax and non-tax payments for customers in Assam through the Assam e-GRAS portal, allowing transactions through both online and offline channels.

Zydus Lifesciences

Launches Indigenous Biosimilar

Zydus Lifesciences on Thursday said it has launched its first indigenously developed biosimilar for the treatment of visual impairment.

Texmaco Rail

Signs JV with RVNL

Texmaco Rail & Engineering has signed a Joint Venture Shareholders' Agreement with Rail Vikas Nigam Limited (RVNL) to build India's next-generation rolling stock powerhouse and expand its global rail EPC footprint.

Reliance Industries

Announces Rs 10 Lakh Crore Investment

Reliance Industries Chairman Mukesh Ambani on Thursday announced Rs 10 lakh crore investment by his group, saying it aims to revolutionise artificial intelligence as it did with mobile data.

Stock Market on February 19

The equity benchmark indices, 30-share BSE Sensex, tumbled 1,236 points or 1.5 per cent while NSE Nifty50 closed near 25,450 on Thursday, February 19, after an across-the-board sell-off amid escalating geopolitical tensions between the US and Iran.

source: Economic Times

(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. We suggest readers to consult their financial advisors before making any money-related decisions.)

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Trade Cycles

The four important features of Trade Cycle are (i) Recovery, (ii) Boom, (iii) Recession, and (iv) Depression!

The trades cycle or business cycle are cyclical fluctuations of an economy. A full trade cycle has got four phases: (i) Recovery, (ii) Boom, (iii) Recession, and (iv) depression. The upward phase of a trade cycle or prosperity is divided into two stages—recovery and boom, and the downward phase of a trade cycle is also divided into two stages—recession and depression.

Phases of Trade Cycle:

The phases of trade cycle are explained with a diagram:

(1) Recovery:

In the early period of recovery, entrepreneurs increase the level of investment which in turn increases employment and income. Employment increases purchasing power and this leads to an increase in demand for consumer goods.

As a result, demand for goods will press upon their supply and it shall, thereby, lead to a rise in prices. The demand for consumer’s goods shall encourage the demand for producer’s goods.

The rise in prices shall depend upon the gestation period of investment. The longer the period of investment, the higher shall be the price rise. The rise of prices shall bring about a change in the distribution of income. Rent, wages, interest do not rise in the same proportion as prices.

Consequently, the margin of profit improves. The wholesale prices rise more than retail prices. The prices of raw materials rise more than the prices of semi-finished goods and the prices of semi-finished goods use more than the prices of finished goods.

(2) Boom:

The rate of investment increases still further. Owing to the spread of a wave of optimism in business, the level of production increases and the boom gathers momentum. More investment is possible only through credit creation. During a period of boom, the economy surpasses the level of full employment and enters a stage of over full employment.

(3) Recession:

The orders for raw materials are reduced on the onset of a recession. The rate of investment in producers’ goods industries and housing construction declines. Liquidity preference rises in society and owing to a contraction of money supply, the prices falls. A wave of pessimism spreads in business and those markets which were sometime before sellers markets become buyer’s markets now.

(4) Depression:

The main feature of a depression is a general fall in economic activity. Production, employment and income decline. The prices fall and the main factor responsible for it is, a fall in the purchasing power.

The distribution of national income changes. As the costs are rigid in nature, the margin of profit declines. Machines are not used to their full capacity in factories, because effective demand is much less. The prices of finished goods fall less than the prices of raw materials.

✳Reality Tips to Traders

1)Trading in the stock market is a marathon. 2)Protecting your capital is key. (Learn to protect first) 3)Making 0 on the day is better than losing 50k 4)Losses happen; they are part of this business. 5)It’s not you vs. the market. It’s you VS you. 6)You are your biggest enemy; learn to be mentally disciplined. 7)Don’t follow the majority; follow the correct path. 8)Traders without a stop loss end up not being traders for long. 9)There is always another trade. 10)The big money is made waiting for the right set-ups. 11)Waiting for the right trade is the most powerful strategy. 12)It is better to cut a loss than to wait to be proven right. 13)Position sizing can make or break you. 14)Worry about the downside before you even think about the upside. 15)Don’t listen to headlines

..BANKING TERMINOLOGY

There are various types of Banks: PSU Banks, Private Banks, Co-operative/Regional Banks, Small Finance Banks and Foreign Banks. When you deposit money in a bank, let's say the bank gives you an interest rate of 4%. But when the bank lends out this money, they lend it out at say, 12%. The difference of 8% in the above scenario is effectively the profit of the bank! The loans that do not pay interest for 90 days are known as Non-performing Assets. Banks have to provide for such bad loans. Structure of a Bank Asset for a Bank: The asset portion of a bank's capital includes cash, government securities, and interest-earning loans (e.g., mortgages, letters of credit, and inter-bank loans). Liabilities for a Bank: The bank's main liabilities are its capital (including cash reserves and, often, subordinated debt) and deposits. The latter may be from domestic or foreign sources (corporations and firms, private individuals, other banks, and even governments). Banks are required to maintain Liquidity with the Reserve Bank of India: SLR (Statutory Liquidity Ratio): It is the money a bank needs to preserve in the form of cash, gold or government Bonds before providing credit customers. This limitation is added by RBI on banks to make funds available to customers on-demand at your earliest convenience. Banks are required to maintain SLR at 18%. CRR (Cash Reserve Ratio): Banks are required to hold a certain proportion of their deposits in the form of cash. Banks don’t hold these as cash with themselves, but deposit such amounts with RBI / currency chests. CRR rate is at 4.5% currently. Repo Rate: The rate at which the RBI lends short-term money to the banks. The RBI through its Monetary Policy committee changes the repo rate to balance growth and Inflation. Reverse Repo rate: The rate at which banks park their short-term excess liquidity with the RBI. Now let us understand various terminologies for Banks Net Interest Income (NII): This is the spread the bank makes on its lending. It is calculated as Interest Income – Interest Expended Net Interest Margin (NIM): This is the spread the bank makes on its lending. It is the earning which is left after deducting the cost paid to depositors from its yields on Loans. This is denoted in % terms. The formula is Yield on Loans – Cost of funds Capital Adequacy Ratio (CAR): The capital adequacy ratio (CAR) is a measure of a bank's available capital expressed as a percentage of a bank's risk-weighted credit exposures. Essentially, it is the Capital that is available to lend. Tier I Capital – In simple words this capital is freely available with the bank to lend out. Tier II Capital- This is the capital tied up somewhere and is less freely available to lend. In case of an adverse event, the bank can use this capital to lend. Under Basel III norms, a bank’s tier 1+tier 2 capital must be a minimum of 8% of its risk-weighted holdings. The minimum capital adequacy ratio, also including the capital conservation buffer, is 10.5%. Current Account Saving Account (CASA)- There is no interest paid on the Current Account and a small interest rate is paid on a savings account. The combination of both is called CASA which shows the liabilities of the bank on which it pays relatively less interest. Deposits: Bank deposits are a savings product that customers can use to hold an amount of money at a bank for a specified length of time. In return, the financial institution will pay the customer the relevant amount of interest, based on how much they choose to deposit and for how long. Now let us come to NPA. Gross NPA (GNPA): It is the total loans on which no payment has been paid for 90 days or more. GNPA % is usually shown in each Bank’s quarterly results. The percentage is basically the GNPA amount as a % of the total advances. Slippages: Slippages denote the fresh amount of loans that have turned bad in a year. The slippage ratio of a bank is calculated as Fresh accretion of NPAs during the year /Total standard assets at the beginning of the year multiplied by 100. Provisioning Coverage Ratio (PCR): This is the ratio of provisioning to GNPA and indicates the extent of funds a bank has kept aside to cover loan losses. For Instance, a company has GNPAs of Rs 100 and they have set aside 50 Rs, then the PCR is 50%. Net NPA (NNPA): The total figure left after deducting provisions made for bad loans from GNPA. (GNPA – Provisions+upgrades/writeoffs = NNPA) Special Mention Account (SMA) SMA-0 is a category in which stress with respect to the principal and interest has remained overdue for a period of 0 to 30 days. SMA-1 is a category in which stress with respect to the principal and interest has remained overdue for a period of 30-60 days. SMA-2 is a category in which stress with respect to the principal and interest has remained overdue for a period of 60-90 days

..... . VALI disclosures . .....

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Friday, February 20, 2026

20/02/26, Stocks to Watch Today: Today's market watch highlights a compelling lineup of stocks to watch today as major Indian corporates announce strategic investments, partnerships, and operational updates.

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20/02/26, The Live Mint Report

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