Stocks To Watch, February 3: Gokaldas Exports, Pearl Global, Infosys, TCS, LTIMindtree, Tata Motors, Indus Towers, Bajaj Finance, Paradeep Phosphates

Export-orientated sectors

These sectors are expected to be in the spotlight as India and the United States announced a historic trade deal on Monday, February 2, late evening.

India and the US agreed on a trade deal under which Washington will reduce the reciprocal tariff on Indian goods to 18% from the current 25%, US President Donald Trump said on Monday, following a phone conversation with Prime Minister Narendra Modi.

From a sectoral lens, export-orientated segments such as IT services, textiles, pharmaceuticals, specialty chemicals, auto ancillaries, and select engineering goods stand to benefit the most.

_Here are the top sectors and stocks that will be in focus. _

The consolidated revenue for the just-ended quarter (Q3FY26) was ₹8,146 crore, up 7.9% year-on-year. The consolidated EBITDA stood at ₹4,509 crore, down 35.6% year-on-year, representing a margin of 55.3 per cent.

Indus Towers' net profit more than halved year-on-year to ₹1,776 crore for the December 2025 quarter, it said in a statement.

Prachur Sah, Managing Director and CEO of Indus Towers, said, "Our performance this quarter remained robust, supported by an increase in colocations and sustained improvements in profitability."

The company, maker of Dulux paints, had posted a net profit of ₹108.6 crore in the corresponding October-December quarter a year ago, according to a regulatory filing from Akzo Nobel India Ltd (ANIL).

ANIL, now controlled by JSW Paints, had exceptional items (net loss) totalling ₹28.3 crore in the December quarter. This is on account of the implementation of the new Labour Codes, which had a statutory impact of ₹27.9 crore, along with retention bonus and receipt recognised towards impairment provision in Q3.

Net profit fell to ₹182.06 crore in the October-December quarter from ₹209.34 crore a year earlier, the company said in a regulatory filing.

Total income rose to ₹5,779.65 crore from ₹5,031.85 crore in the year-ago period, while expenses climbed to ₹5,504.98 crore from ₹4,742.72 crore.

Production volumes grew 13% year-on-year to 10 lakh tonnes in the quarter, while sales volumes reached 10.70 lakh tonnes.

The company maintained margins through supply chain efficiencies and operational agility despite global volatility in raw material pricing and rupee fluctuations, it said.

It had reported a net profit of ₹90.46 crore in the October-December period of the preceding 2024-25 financial year, the company said in an exchange filing.

The company's total income rose to ₹2,697.41 crore from ₹2,560.23 crore in the same quarter a year ago.

The board also approved the incorporation of a wholly owned step-down subsidiary of the company in Dubai, through Thermax Engineering Singapore Pte Ltd. Thermax provides energy and environment solutions.

In a regulatory filing, the company said it has sold homes worth over ₹2,000 crore in the first phase of its new project, Godrej Trilogy, at Worli, South Mumbai.

Godrej Properties has launched homes valued at about ₹3,500 crore for sale.

The Mumbai-based firm has "sold nearly 100 homes at Godrej Trilogy since the launch of the project in November 2025".

Godrej Properties is one of the leading real estate firms in the country.

The strategic long-term Memorandum of Understanding (MoU) aims to combine Thomas Cook India and SOTC Travel's pan-India market leadership and expertise across leisure, MICE, business and B-Leisure segments with Tamil Nadu's diverse tourism offerings.

The company reported a net loss of ₹198 crore in the October-December quarter of the previous fiscal.

Total income increased to ₹996 crore for the third quarter as against ₹650 crore in the year-ago period, Ather Energy said in a regulatory filing.

The company said it recorded its highest-ever quarterly volumes of 67,851 units, delivering 50 per cent year-on-year growth, it added.

PFC and REC play a key role in funding power generation, transmission and distribution projects.

In the Union Budget 2026-27 speech, Finance Minister Nirmala Sitharaman proposed restructuring REC Ltd (formerly Rural Electrification Corporation) and PFC as part of the government's strengthening of public sector financial institutions.

The company, which is part of Mahindra Group, had posted a net loss of ₹22.47 crore in the year-ago period.

Total income rose to ₹469.08 crore during the October-December period of this fiscal year from ₹185.77 crore in the corresponding period of the preceding year, according to a regulatory filing.

The company reported around ₹96 crore as exceptional gains and share of profit from joint ventures and associates.

Currently, the government holds a 96.5% stake in Life Insurance Corporation (LIC). It had sold 3.5% through an initial public offering (IPO) in May 2022 at a price band of ₹902-₹949 per share. The share sale fetched the government around Rs 21,000 crore.

Talking to reporters, Nagaraju said, "The LIC public offer has to be done slowly. We have asked DIPAM (Department of Investment and Public Asset Management) to look at government stake dilution in LIC."

The company had reported a net loss of ₹53 crores during the corresponding quarter of the previous financial year, Tata Chemicals said in a regulatory filing.

Revenue from operations of the Tata Group company declined by 1.11% to ₹3,550 crore during the quarter under review compared with Rs 3,590 crore in the same period of the previous year.

The civil aviation ministry on Monday shared data with the Rajya Sabha on the amount spent by domestic scheduled airlines towards compensation and facilitation of passengers in December, and the total amount is a little over ₹24 crore.

The amount pertains to denied boarding, cancellation of flights and delays in flights.