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Indian Stock Market Poised for Dynamic Session

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  Published in Stocks and Investing on Saturday, February 14th 2026 at 4:24 GMT by moneycontrol.com
      Locales: INDIA, IRELAND, UNITED KINGDOM

New Delhi, February 14th, 2026 - The Indian stock market is poised for a dynamic session today, with several companies drawing investor attention due to recent developments. Building upon news from December 19th, 2024, and subsequent performance over the last year, this report details the ongoing narratives surrounding key players and their potential impact on trading.

HCLTech: Share Buyback Momentum Continues

In December 2024, HCLTech announced a board meeting to consider a share buyback, a move often interpreted as a sign of financial strength and confidence in future prospects. The buyback, which was successfully executed in early 2025, has provided a significant boost to earnings per share and investor sentiment. Analysts are now watching for potential dividend announcements following the sustained positive performance. The company's focus on digital transformation and cloud services continues to drive growth, even amidst global economic fluctuations.

ICICI Prudential AMC: AUM Growth & Market Trends

ICICI Prudential AMC remains a key player in India's rapidly expanding asset management industry. Monitoring the company's Assets Under Management (AUM) is crucial, with recent figures indicating consistent growth, spurred by rising retail investor participation and favorable market conditions. The increase in systematic investment plans (SIPs) is particularly noteworthy, offering a stable revenue stream for the AMC. Competition within the sector is intensifying, with new entrants challenging established players, therefore ICICI Prudential AMC's innovation in fund offerings and digital platforms will be vital for maintaining its market position.

Infrastructure Growth: GPT Infra & Recent Project Wins

The Rs 169 crore order secured by GPT Infra in December 2024 marked a significant win for the infrastructure company. Over the past year, GPT Infra has successfully executed several projects, demonstrating its capabilities in railway infrastructure development. The Indian government's continued investment in infrastructure projects, particularly in the railway sector, bodes well for GPT Infra's future prospects. Expansion into renewable energy infrastructure is also being closely observed by analysts.

Swiggy: Reliance Partnership & the Future of Food Delivery

The anticipated $1.5 billion funding round for Swiggy, led by Reliance Industries, materialized in mid-2025, solidifying Swiggy's position as a dominant force in the Indian food delivery market. The partnership has allowed Swiggy to expand its reach, invest in technology, and explore new ventures, including quick commerce and hyperlocal delivery. Competition from Zomato remains fierce, however, Swiggy's diversification strategies and Reliance's logistical support provide a competitive edge. Analysts are now tracking Swiggy's progress towards profitability and its potential for an IPO.

Renewable Energy: Waaree Energies & Niraj Cement - Infrastructure Demand Fuels Growth

Both Waaree Energies (Rs 274 crore order) and Niraj Cement (Rs 237 crore order) benefited from the surge in demand for renewable energy and infrastructure development in 2025. Waaree Energies continues to be a leading manufacturer of solar panels, and the increasing emphasis on sustainable energy sources presents significant growth opportunities. Niraj Cement, experiencing increased demand from infrastructure projects, has expanded its production capacity. The government's 'Make in India' initiative and focus on infrastructure spending are key drivers for both companies.

Pharmaceutical Sector: Biocon's Semglee & Lupin's Regulatory Challenges

Biocon's US FDA approval for Semglee, its biosimilar insulin product, was a major milestone. Semglee has gained significant market share in the US, contributing substantially to Biocon's revenue. The company continues to invest in research and development of innovative biosimilars. Conversely, Lupin's receipt of a warning letter from the US FDA in December 2024 presented challenges. The company has been working diligently to address the concerns raised by the FDA, and analysts are monitoring its progress in regaining compliance. Regulatory hurdles continue to be a significant risk factor for pharmaceutical companies operating in the US market.

Ola Electric: Scrutiny and Future Prospects The investigation by the Enforcement Directorate (ED) regarding alleged irregularities in foreign remittances cast a shadow over Ola Electric in 2025. While the company has cooperated with the investigation, the outcome remains uncertain. Despite the regulatory scrutiny, Ola Electric remains a leader in the Indian electric vehicle (EV) market. The company is expanding its production capacity and launching new EV models. Government incentives for EV adoption and growing consumer demand are expected to drive growth, but navigating the regulatory landscape will be crucial. Furthermore, the recent advancements in battery technology and charging infrastructure are important factors to watch.

Reliance Industries: Diversification and Renewable Energy Investments

Reliance's acquisition of REC Solar Holdings AS, through Reliance New Energy Limited (RNEL), signaled the company's commitment to becoming a major player in the global renewable energy market. Reliance's vertically integrated approach, encompassing solar panel manufacturing, energy storage, and project development, positions it for significant growth in the coming years. The company's focus on green hydrogen production is also noteworthy, as it seeks to decarbonize its operations and contribute to India's climate goals.