..... . VALI disclosures . .....: 23/02/26, Stocks to Watch Today: Several key stocks are expected to remain in focus today following major regulatory developments, project wins, management changes, and strategic partnerships.

Monday, February 23, 2026

23/02/26, Stocks to Watch Today: Several key stocks are expected to remain in focus today following major regulatory developments, project wins, management changes, and strategic partnerships.

Here's a detailed look at the latest updates from companies that could drive market action.

Company	Why is the stock in focus?
Adani Enterprises	Embraer jet assembly partnership
RailTel Corporation of India	Rs 1,136 crore LoI
NTPC	158.4 MW solar commissioned
Adani Ports and Special Economic Zone Limited	Iron ore SEZ MoU
Lodha Developers	New launches, Rs 1,200 crore investment
YES Bank	Targets 1% RoA
UPL	Group reorganisation approved
InterGlobe Aviation (IndiGo)	IndiGo OCC leadership change
Cipla	USFDA flags Greece facility
IDFC First Bank	Haryana de-empanelment
AU Small Finance Bank	Haryana de-empanelment

Adani Enterprises

Defence Push with Embraer

Shares of Adani Enterprises will be closely tracked after its defence arm announced a strategic move in the aviation space.

Adani Defence and Aerospace has partnered with Brazilian aerospace major Embraer to set up a final assembly line in India for the E175 regional jets. The development marks a significant step in strengthening India's aerospace manufacturing ecosystem.

RailTel Corporation of India

Rs 1,136 Crore LoI Boost

RailTel Corporation of India is likely to attract investor attention after securing a major contract win.

The company, in consortium with Ashoka Buildcon, has received a Letter of Intent (LoI) from the Inspector General of Registration (IGR).

The contract, valued at Rs 1,136.18 crore, involves the selection of a Managed Service Provider (MSP) for modernising offices of the IGR and the Controller of Stamps under the Maharashtra Government.

NTPC

Green Energy Arm Commissions Solar Capacity

State-run power major NTPC will also remain in focus after a green energy milestone.

Its subsidiary, NTPC Green Energy, has commissioned 158.4 MW capacity out of the planned 250 MW solar photovoltaic (PV) project in Andhra Pradesh. The partial commissioning marks progress in the company's renewable energy expansion plans.

Adani Ports

Strategic MoU for Iron Ore Blending Facility

Adani Ports and Special Economic Zone Limited (APSEZ) has signed a strategic Memorandum of Understanding through its subsidiary, Adani Gangavaram Port Ltd.

The agreement has been signed with NMDC Ltd and Vale SA to develop an integrated iron ore blending facility and a dedicated Special Economic Zone (SEZ) at Gangavaram Port.

Lodha Developers

New Projects and Investment Push

Realty major Lodha Developers is expected to stay on investors' radar following multiple expansion announcements.

The company has partnered with Sahana Group companies to develop projects across multiple land parcels spanning over 10 acres in Mumbai, according to CRE Matrix.

In a separate development, Lodha Developers Ltd will invest Rs 1,200 crore this quarter in pure construction activities. It also plans to launch 12 housing projects with an estimated sales value of nearly Rs 13,000 crore as part of its business expansion strategy.

YES Bank

Targets 1% Return on Assets

Private lender YES Bank will be in focus after management commentary on financial performance.

According to a PTI report, the bank expects to close the ongoing financial year with a return on assets (RoA) of 1 per cent. Chief Financial Officer Niranjan Banodkar stated that the lender remains on a recovery path.

UPL

Board Approves Group Reorganisation Plan

Agrochemical major UPL has announced a key structural change.

The company's Board has approved a group reorganisation plan through a composite scheme of arrangement. The move aims to unlock shareholder value by creating an independent and focused crop protection platform.

IndiGo (InterGlobe Aviation)

Leadership Change in Operations

Aviation major InterGlobe Aviation, which operates IndiGo, has announced a senior management reshuffle.

IndiGo has appointed Captain Rohit Rikhye as the new Head of Operations Control Centre (OCC), replacing Jason Herter. This marks the first major leadership rejig after the airline faced significant operational disruptions in December last year.

Cipla

USFDA Classifies Greece Facility as OAI

Pharmaceutical stock Cipla may see investor reaction following regulatory developments.

The US Food and Drug Administration (USFDA) has classified the current Good Manufacturing Practices (cGMP) inspection at the Rodopi, Greece, manufacturing facility of Pharmathen International S.A. the supply partner for Lanreotide injection to Cipla USA Inc, as Official Action Indicated (OAI).

IDFC First Bank and AU Small Finance Bank

Haryana Government Action

Banking stocks IDFC First Bank and AU Small Finance Bank will remain in focus after a regulatory setback.

The Haryana government has de-empanelled both banks for government business with immediate effect until further orders, according to an official circular.

Report by EconomicTimes

(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. )

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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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Monday, February 23, 2026

23/02/26, Stocks to Watch Today: Several key stocks are expected to remain in focus today following major regulatory developments, project wins, management changes, and strategic partnerships.

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Today's

23/02/26, Adani Ports share price: Shares of Adani Ports and Special Economic Zone (APSEZ) surged as much as 3.51% to an intraday high of ₹1,564.50 per unit on the National Stock Exchange (NSE) on Monday, February 2023.

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