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Indian Stocks Poised for Active Session Amid Earnings Season

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  Published in Stocks and Investing on Monday, February 23rd 2026 at 4:50 GMT by moneycontrol.com
      Locales: Maharashtra, Delhi, Punjab, INDIA

New Delhi, February 23, 2026 - The Indian stock market is poised for a potentially active session today, February 23rd, as earnings season continues to pick up pace and investors react to a blend of corporate announcements and broader economic indicators. Several key companies are slated to report their December quarter results, while others are under scrutiny for developments in their respective sectors. This report details the stocks expected to be in focus, offering a deeper dive into the factors influencing their potential performance.

Earnings Season Spotlight: UPL and Cipla Lead the Charge

The focus will be heavily on UPL, a leading global provider of sustainable agriculture products and solutions, and Cipla, a pharmaceutical giant. Both companies are releasing their December quarter earnings today. Analysts predict a mixed bag for UPL, with expectations of moderate revenue growth offset by concerns regarding rising input costs and currency fluctuations. Investors will be closely watching the company's commentary on demand trends for its crop protection products, particularly in key global markets.

Cipla, on the other hand, is expected to showcase a stronger performance, driven by increased demand for its generic drugs and active pharmaceutical ingredients (APIs). The company's focus on complex generics and biosimilars is also anticipated to contribute positively to its bottom line. Key areas of investor interest will include Cipla's progress in securing regulatory approvals for new products and its strategies for navigating the competitive landscape.

Telecom Sector in Focus: Bharti Airtel's 5G Progress

Bharti Airtel, India's second-largest telecom operator, remains a key stock to watch. Investors are keen to assess the progress of its 5G rollout, the pace of subscriber addition, and the impact of its ongoing investments in network infrastructure. The telecom sector has been experiencing fierce competition, with Reliance Jio leading the charge in subscriber numbers. Airtel's ability to effectively monetize its 5G services and attract high-value customers will be crucial for its future growth. Any updates regarding tariff plans and potential partnerships will also be closely scrutinized.

Renewable Energy Gaining Traction: Vikram Solar Under the Microscope

Vikram Solar, a prominent player in the solar panel manufacturing sector, is attracting attention due to the continued push for renewable energy adoption in India. Recent government policies promoting domestic manufacturing of solar equipment and providing incentives for renewable energy projects have created a favorable environment for companies like Vikram Solar. The company's performance will be assessed against the backdrop of increasing demand for solar power and the evolving regulatory landscape. Investors will be monitoring its order book, production capacity, and plans for expansion.

Infrastructure Boom: Railtel and Highway Infrastructure in Play

Infrastructure development remains a priority for the Indian government, providing opportunities for companies like Railtel Corporation and Highway Infrastructure. Railtel, a Mini Ratna (Category-I) Public Sector Undertaking, is benefiting from ongoing railway modernization projects and the increasing demand for data connectivity along railway routes. Its performance is closely tied to government tenders and the successful execution of infrastructure projects.

Highway Infrastructure, as the name suggests, is directly linked to the government's ambitious highway construction program. Investors will be tracking the company's order book, project execution efficiency, and financial performance. Any news regarding new highway projects or changes in government policies related to infrastructure spending will likely impact its stock price.

Banking Sector Watch: IDFC First Bank's Strategic Initiatives

IDFC First Bank, a relatively new private sector bank, continues to be a stock of interest. The bank's financial health, asset quality, and strategic initiatives are under constant scrutiny. Investors will be evaluating its performance on key metrics such as net interest margin (NIM), credit growth, and non-performing assets (NPAs). The bank's digital banking strategy and its efforts to expand its customer base will also be key areas of focus. Any announcements regarding mergers, acquisitions, or significant regulatory changes will likely move the stock.

Beyond the Headlines:

While these companies are expected to be in the spotlight today, broader market sentiment, global economic developments, and geopolitical factors could also influence trading activity. Investors are advised to conduct thorough research and consider their risk tolerance before making any investment decisions.