Market Focus – 13 Feb 2026: Key Stocks Set to Drive NSE & BSE Activity

Indian stock markets open Friday with powerful stock-specific momentum building across infra, fintech, auto ancillaries, and financials, driven by strong Q3 earnings beats, large order wins, and margin-led profit surges.

Sensex/Nifty poised for volatility on the back of fresh corporate earnings, big order wins, and key management updates positioning select stocks for early direction trades. Here’s what to watch before the opening bell today.

Top Movers & Corporate Catalysts

1) J Kumar Infraprojects—Big Infra Order Spurs Upside Bias

• Order win: Bagged a ~₹615–616 crore GPRA Colony redevelopment contract from NBCC India.

• Catalyst: The fresh large‑ticket infrastructure order boosts the company’s order book and future revenue visibility, a key driver for infra stocks.

• Why it matters: Large infrastructure awards often translate into near‑term re-rating and stronger cash flow prospects.

Potential trader reaction: Watch for a breakout above resistances; a volume spike could confirm trend continuation.

2) Zaggle Prepaid—Double‑Digit Earnings Acceleration

• Q3 performance: Profit jumped ~84% YoY (~₹36 crore) on revenue rising ~56%.

• Fundamental cue: Strong earnings beat expectations with healthy top-line acceleration.

• Market implication: Momentum stock in the fintech/expense management space with renewed buy interest.

Focus levels: Short-covering rallies or trend continuation if volumes expand.

3) Endurance Technologies—Automotive Demand Strength

• Q3 results: Profit up ~20% YoY to ₹221.6 crore, revenue climbed ~26%.

• Driver: Sustained demand in motorcycle and auto components segments.

• Bullish signal: Consistent EBITDA expansion supports valuation premium relative to peers.

Trade angle: A positive structural earnings trend is visible in the auto ancillary space.

4) Engineers India—Earnings Surge Spurs Value Rotation

• Profit surge: Up ~219% YoY to ₹347 crore, revenue up ~58%.

• Why it matters: A major turnaround on execution & order inflows drives renewed institutional interest.

Technical bias: Reversal patterns with volume support could signal a trend flip.

5) Travel Food Services—Growth Backed by Airport Demand

• Q3 earnings: Profit higher by ~36% YoY, revenue is up ~11%.

• Domestic recovery: Strong travel & airport food service demand driving operating leverage.

Catalyst watch: Consumer discretionary rotations as the travel sector normalizes.

6) Muthoot Finance—NII & Profit Explosion

• Standalone profit: Up ~94.9% YoY (~₹2,656 crore).

• Revenue growth: Strong ~64% increase.

• Reason: Higher NII driven by loan growth and a robust gold loan book.

Market impact: Niche lending stocks could see tactical allocation shifts.

7) Honasa Consumer—Margin-Led Upswing

• Q3 profit: Near ~93% YoY rise on double‑digit revenue gains.

• Focus: Faster earnings expansion vs. revenue, signalling operability improvements.

Trader edge: Consumer discretionary valuations under a fresh earnings lens.

8) Coal India & Hindalco—Mixed Fundamentals

• Coal India: Profit fell ~16%; margin pressure remains.

• Hindalco: Revenue up ~14%, but profit dropped ~45% on exceptional losses.

• Interpretation: Cyclicals are showing bifurcated earnings quality; selectivity is critical.

Risk note: Weak earnings guidance could weigh on metal & energy indices.

Broader Implications for Markets

✔ Nifty bias: Earnings beats in financial/industrial names support cyclical flows.
✔ Sector rotation: Auto, infra, and specialized fintech names outperform defensive stocks.
✔ Catalyst watch: Today’s F&O expiry and sizable corporate newsflow could magnify intraday volatility.

Quick Summary of Key Quantified Triggers

Earnings & Scheduled Releases

A busy earnings calendar today sees Ipca Labs, IRB Infra, Firstcry, Alkem Labs, Ola Electric, and Navi Technologies among firms reporting quarterly results, offering multiple intraday catalysts.

Block & Bulk Market Activity

• Happy Forgings saw a significant block trade at ~Rs 1,145, signaling institutional reshuffling.

• Netweb Technologies India promoters trimmed their stake sharply, creating liquidity swings in mid-cap tape.

Key Market Themes Today

• Earnings momentum remains the primary driver, especially in financials, industrials, and consumer services.

• Order pipelines & contract wins are influencing infra and engineering stocks early.

• Dividend plays & management reshuffles in banking/oil & gas provide tactical entry points.

Trader Insight: Align positions with earnings surprise potential and volume upticks in the opening 30 minutes. Focus on J Kumar Infra, Engineers India, and Muthoot Finance for directional trades; watch block trade price reactions for momentum confirmation.

Conclusion

With earnings momentum, order-book expansions, and margin upgrades driving sharp stock-specific moves, today’s session is set up for high-velocity intraday trends and selective positional opportunities. Traders should stay agile, track volume confirmation, and align entries with breakout levels, as sector rotation and F&O expiry dynamics could amplify volatility and deliver rapid price discovery across key result-driven stocks.