Tejas Networks Surges 12% After NEC 5G Deal
Shares of Tejas Networks witnessed a sharp rally after the company announced a strategic manufacturing agreement with Japan-based NEC Corporation to produce carrier-grade 5G massive MIMO radios.
News
L&T bags Rs 5,000–10,000 Cr Transmission Orders
Engineering and infrastructure giant L&T witnessed strong buying interest in early trade after its Power Transmission & Distribution (PT&D) vertical secured a major batch of EPC orders valued between Rs. 5,000 crore and Rs. 10,000 crore.
NSE Launches Gold 10 Gram Futures from March 16
Investing in gold is set to become more accessible as the National Stock Exchange (NSE) introduces a new Gold 10 Gram Futures (GOLD10G) contract starting March 16, marking a major shift in India’s commodity derivatives market.
TCS–ServiceNow AI Alliance
TCS and ServiceNow have announced a multi-year strategic partnership aimed at accelerating large-scale AI adoption across global enterprises. The collaboration focuses on building industry-specific AI solutions
L&T–Nvidia AI Partnership: India’s First Gigawatt-Scale AI Factory
L&T has entered into a strategic partnership with Nvidia to develop sovereign, gigawatt-scale AI infrastructure under the IndiaAI Mission which could position India as a major global hub for next-generation AI computing.
TCS–OpenAI AI Partnership
Tata Consultancy Services (TCS) has entered into a strategic partnership with Sam Altman’s OpenAI to accelerate artificial intelligence adoption across India and global markets.
Infosys Partners Anthropic to Build Enterprise-Grade AI Agents
Infosys has announced a strategic collaboration with AI company Anthropic to accelerate the adoption of agentic AI across sectors such as telecom, financial services, manufacturing and software development.
KSE Ltd – Value Buy Coverage
KSE Ltd is a deep-value regional FMCG and agri-linked company operating in cattle feed, edible oil extraction and dairy products. Despite short-term earnings pressure, the stock trades at a sharp discount to sector valuations with strong dividend yield and long-term profitability track record.
Kwality Wall’s India eyes dealer network
Kwality Wall’s India which made a weak stock market debut, is optimistic about long-term growth, driven by deeper distribution, regionalised supply chains.
Upcoming IPOs
When Expected
Main Board IPOs
Issue Dates
Rajputana Stainless IPO
9 Mar – 11 Mar
Sedemac Mechatronics IPO
4 Mar – 6 Mar
Omnitech Engineering IPO
Allotment 2 Mar
PNGS Reva Diamond Jewellery IPO
Listing 4 Mar
SME IPOs
Issue Dates
Srinibas Pradhan Constructions IPO
6 Mar – 10 Mar
Elfin Agro India IPO
5 Mar – 9 Mar
Acetech E-Commerce IPO (CT)
27 Feb – 4 Mar
Striders Impex IPO
Allotment – 4 Mar
Yaap Digital IPO
Listing – 5 Mar
NCD
Edelweiss Financial Services NCD March 2026
2 Mar – 16 Mar
Chemmanur Credits & Investments NCD March 2026
2 Mar – 16 Mar
Prachay Capital NCD
26 Feb – 12 Mar
IIFL Finance Limited NCD February 2026
17 Feb – 4 Mar
Issue Dates
Right Issue
Issue Dates
Stallion India Fluorochemicals Limited
20 Feb – 27 Feb
Sical Logistics Limited – Rights Issue 2026
26 Feb – 10 Mar
Mutual Funds
NEWS CRUX
CIE Automotive reported a steady performance for the Dec 2025 quarter, reflecting consistent growth across key financial metrics. Revenue rose 13% YoY to Rs. 2,393 crore, supported by stable demand across global operations.
Pennar Industries delivered steady growth in its latest quarterly performance, reflecting stable demand across its engineering and manufacturing segments. It reported a 12% YoY rise in sales to Rs. 943 crore, supported by improved order execution.
Krishna Defence reported a strong performance with sharp growth across key financial parameters. The company posted a 23% YoY rise in sales to Rs. 63.7 crore, reflecting steady execution in defence orders. Profitability improved significantly, with EBIDT jumping 140% YoY
Travel Food Services reported a steady performance with December quarter revenue rising 11% YoY to Rs.456 crore, supported by improving airport traffic and consumption trends. EBITDA grew 15% YoY
Hindware Home Innovation reported a steady recovery with December quarter sales rising 8% YoY to Rs.640 crore, supported by improving demand across core segments.
Nephrocare Health Services delivered strong growth with sales rising 32% YoY to Rs. 260 crore, reflecting expansion momentum in healthcare services
Market Insights
Best Stock to buy Today
A stock trading just 3% below its 52-week high…18% rally in 1 month. 10% in just 1 week. All moving averages aligned bullish. Momentum at extreme highs. Paresh Gordhandas decodes the next move — breakout toward 3600+ or cooling pullback?
BREAKOUT STOCKS TODAY
Today’s breakout stock is positioning itself near a major breakout zone, trading just 6–7% below its all-time high of Rs. 1200. The stock has delivered a strong 8.59% return in one week
Reliance Industries – Analysis for 4 Mar
Reliance Industries is currently under short-term corrective pressure within a broader medium- to long-term bullish framework. This negative alignment confirms that price is in a corrective phase.
FII Data Today
Till 12th February, the FIIs have been net buyers to the tune of Rs. 6021.85 Cr. in cash segment & net sellers of Rs. 35381.68 Cr in F&O Index.
Nifty Technical Analysis by Nagaraj Shetti
After showing a sharp weakness on Friday, Nifty tanked again on Monday amidst rising geo-political tensions. Any weakness below 24600 could open further declines
Nifty outlook by Kotak Securities for 3 Mar.
Today, the benchmark indices corrected sharply. The Nifty ended 313 points lower, while the Sensex was down by 1048 points. Now the current market texture is weak but oversold
Global Shockwave – Gap Down Start Likely
Global Shockwave – Gap Down Start Likely. Today’s opening could be one of the most volatile sessions in recent weeks.
GIFT Nifty is indicating a sharp gap-down start, trading nearly 200+ points lower around the 25,050–25,230 zone.
Titan ltd – Futures Battle
CALL BUY STRATEGY (Preferred – Positional)
Instrument: Titan 30 March 2026 Futures CALL BUY STRATEGY (Preferred – Positional)
Instrument: Titan 30 March 2026 Futures
Sumeet Bagadia’s Breakout stocks
The Indian equity market traded within a narrow band today, as Nifty 50 ended marginally in the green, continuing its consolidation within the 25,350–25,700 range. Sectoral action remained largely subdued,
Commodity Insights
WTI crude at 4-year high – signals a structural risk premium
WTI crude at 4-year high near $75 signals a structural risk premium entering energy markets. Bullion is not trading data — it is trading fear premium.
As long as
Currency
USDINR Outlook 3 Mar. – Support & Resistance
The pair remains in a short-term uptrend after rebounding sharply from the 90 zone. Strong bullish momentum, but approaching overbought zone. also short-term exhaustion risk.
News
Tejas Networks Surges 12% After NEC 5G Deal
Shares of Tejas Networks witnessed a sharp rally after the company announced a strategic manufacturing agreement with Japan-based NEC Corporation to produce carrier-grade 5G massive MIMO radios.
L&T bags Rs 5,000–10,000 Cr Transmission Orders
Engineering and infrastructure giant L&T witnessed strong buying interest in early trade after its Power Transmission & Distribution (PT&D) vertical secured a major batch of EPC orders valued between Rs. 5,000 crore and Rs. 10,000 crore.
Main Board IPOs
Issue Date
Rajputana Stainless IPO
9 Mar – 11 Mar
Sedemac Mechatronics IPO
4 Mar – 6 Mar
Omnitech Engineering IPO
Allotment 2 Mar
PNGS Reva Diamond Jewellery IPO
Listing 4 Mar
SME IPOs
Issue Date
Srinibas Pradhan Constructions IPO
6 Mar – 10 Mar
Elfin Agro India IPO
5 Mar – 9 Mar
Acetech E-Commerce IPO (CT)
27 Feb – 4 Mar
Striders Impex IPO
Allotment – 4 Mar
Yaap Digital IPO
Listing – 5 Mar
NCD
Issue Date
Edelweiss Financial Services NCD March 2026
2 Mar – 16 Mar
Chemmanur Credits & Investments NCD March 2026
2 Mar – 16 Mar
Prachay Capital NCD
26 Feb – 12 Mar
IIFL Finance Limited NCD February 2026
17 Feb – 4 Mar
Right Issue
Issue Date
Stallion India Fluorochemicals Limited
20 Feb – 27 Feb
Sical Logistics Limited – Rights Issue 2026
26 Feb – 10 Mar
Market Insights
Reliance Industries – Analysis for 4 Mar
Reliance Industries is currently under short-term corrective pressure within a broader medium- to long-term bullish framework. This negative alignment confirms that price is in a corrective phase.
BREAKOUT STOCKS TODAY
Today’s breakout stock is positioning itself near a major breakout zone, trading just 6–7% below its all-time high of Rs. 1200. The stock has delivered a strong 8.59% return in one week
Best Stock to buy Today
A stock trading just 3% below its 52-week high…18% rally in 1 month. 10% in just 1 week. All moving averages aligned bullish. Momentum at extreme highs. Paresh Gordhandas decodes the next move — breakout toward 3600+ or cooling pullback?
FII Data Today
Till 12th February, the FIIs have been net buyers to the tune of Rs. 6021.85 Cr. in cash segment & net sellers of Rs. 35381.68 Cr in F&O Index.
Nifty outlook by Kotak Securities for 3 Mar.
Today, the benchmark indices corrected sharply. The Nifty ended 313 points lower, while the Sensex was down by 1048 points. Now the current market texture is weak but oversold
Global Shockwave – Gap Down Start Likely
Global Shockwave – Gap Down Start Likely. Today’s opening could be one of the most volatile sessions in recent weeks.
GIFT Nifty is indicating a sharp gap-down start, trading nearly 200+ points lower around the 25,050–25,230 zone.
Sumeet Bagadia’s Breakout stocks
The Indian equity market traded within a narrow band today, as Nifty 50 ended marginally in the green, continuing its consolidation within the 25,350–25,700 range. Sectoral action remained largely subdued,
Titan ltd – Futures Battle
CALL BUY STRATEGY (Preferred – Positional)
Instrument: Titan 30 March 2026 Futures CALL BUY STRATEGY (Preferred – Positional)
Instrument: Titan 30 March 2026 Futures
Nifty Analysis for 2 Mar – HDFC Securities
Nifty resumed its downtrend after a two-day pause. This decisive breach of the crucial 200-day EMA support at 25,248 signals bearish dominance.
Commodity Insights
WTI crude at 4-year high – signals a structural risk premium
WTI crude at 4-year high near $75 signals a structural risk premium entering energy markets. Bullion is not trading data — it is trading fear premium.
As long as conflict remains unresolved, gold’s safe-haven bid dominates fundamentals.
Currency
USDINR Outlook 3 Mar. – Support & Resistance
The pair remains in a short-term uptrend after rebounding sharply from the 90 zone. Strong bullish momentum, but approaching overbought zone. also short-term exhaustion risk.