Stocks in Focus – Key Positives & Negatives

Positives • TCS, Infosys,

– Benefiting from weaker rupee and sustained long positions in IT. • HAL, BEL, – Modi–Putin meeting keeps defence & nuclear themes in spotlight. • , PNB Housing, Godrej Properties – Interest-rate–sensitive names in focus ahead of RBI MPC outcome. • Tata Power, Deepak Nitrite – Positive traction from commencement of new operations. • Diamond Power, Zen Tech, RailTel – Order wins improve earnings visibility. • Brookefield REIT – Launches ₹3,500 cr QIP, strengthening balance sheet. • Tata Steel – Interim relief from High Court supports sentiment. • Seamec, Lloyds Engineering, Excelsoft Tech – Pact/strategic agreement announcements. • MCX – Clarification issued on weekly expiry news removes uncertainty. • SpiceJet – Guides for strong scale-up in operations in H2FY26–FY27. • ITC Hotels – BAT to divest ₹3,000 cr stake; improves float and visibility. Negative • InterGlobe Aviation ( ) – Flight cancellations continue for the third straight day, adding operational pressure.