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Stocks Set to Shine: NTPC, Meesho, ITC, Paytm, Tata Motors and More in Focus Today

Stocks Set to Shine: NTPC, Meesho, ITC, Paytm, Tata Motors and More in Focus Today

Post by : Anis Farhan

Market Context and Index Snapshot

On 30 January 2026, Indian markets opened with mixed momentum following a rally in the previous session. Major indices such as the Sensex and Nifty 50 registered modest gains, but analysts and traders remain cautious as global cues and domestic corporate results shape sentiment. Bulls and bears alike are waiting for clarifying signals ahead of the upcoming Union Budget and macroeconomic data releases.

Against this backdrop, multiple stocks are likely to witness higher trading activity, either on earnings updates or company-specific developments. Below is a detailed rundown of key stocks in focus today.

Key Stocks in Focus

Meesho

Earnings-Driven Interest

Shares of Meesho have been under investor scrutiny as the company prepares to announce its Q3 results. Expectations around revenue growth, expense management, and profitability metrics such as margins are driving speculative trading. Analyst buzz suggests that any beat on earnings could spur short-term price momentum.

Meesho’s position in the e-commerce space and its growing user base keep traders interested in its near-term outlook.

NTPC

Earnings and Utility Focus

NTPC, the power giant, is in the spotlight as it gears up to report quarterly financials. Investors are closely watching earnings per share (EPS) trends, capacity addition updates, and regulatory developments impacting the power sector.

NTPC has historically drawn attention for its stable dividends and strategic role in India’s energy infrastructure, making it a staple in many institutional portfolios. Strong earnings or positive forward guidance could offer an impetus for broader utility sector sentiment.

Nestle India

Consumer Staples Strength

Nestle India continues to attract attention as a resilient consumer staples stock. While not reporting earnings today, its movement often influences FMCG sector performance. Defensive names like Nestle typically perform well in uncertain market conditions, adding balance to a portfolio skewed by cyclicals.

Bajaj Auto

Auto Sector Spotlight

Bajaj Auto remains a watch-list stock due to its market leadership in motorcycles and three-wheelers. With robust domestic demand and export performance indicators, investors are attentive to delivery numbers and margin trends. Positive sales data or upbeat guidance from auto peers can reinforce bullish sentiment here.

Tata Investment

Financial Conglomerate Focus

Tata Investment Corporation is expected to draw active trading as analysts evaluate its investment book performance. As a financial holdco with exposures across sectors, movement in this stock often reflects broader market risk appetite or changes in valuations of its underlying portfolio assets.

Power Grid Corporation

Stable Dividend Play

Power Grid, another utility sector heavyweight, appeals to conservative investors seeking stable dividends. With upcoming earnings, traders will watch its transmission performance metrics, policy outlook for renewable integration, and any updates on tariff revisions. Such factors can influence volume and price action.

Paytm

Profitability Turnaround

Paytm, the digital payments technology stock, grabbed headlines by posting a significant quarterly net profit of ₹225 crore, reversing losses recorded in the previous year. This profit turnaround has boosted investor confidence, and today’s trading could see enhanced activity as traders react to the fundamentals.

Despite competition from peer platforms, Paytm’s ability to return to profitability has sparked renewed interest from both retail and institutional participants.

ITC

FMCG Resilience

ITC, a diversified conglomerate with strong FMCG business exposure, reported a consolidated net profit of ₹4,931 crore for the December quarter — largely stable year-on-year. Investors will be tracking product segment performance, cigarette volume trends, and margins in the consumer and hotel businesses.

ITC’s balanced portfolio often makes it a favourite among value investors, especially in periods of volatility.

Tata Motors

Earnings Pressure

Tata Motors reported a 48% year-on-year drop in consolidated net profit, falling to ₹705 crore from ₹1,355 crore the year prior. This notable earnings contraction has placed the stock under scrutiny, with traders weighing concerns over margin pressures and capital expenditure along with broader auto demand trends.

Automobile stocks often react sensitively to earnings surprises, and Tata Motors is no exception — especially with its exposure across commercial and passenger vehicle segments in India and export markets.

Vedanta

Metals Sector Growth

Vedanta delivered a robust quarterly performance, with net profit soaring 60.1% year-on-year to ₹5,710 crore. Both revenue and EBITDA exhibited sharp growth. Vedanta’s performance signals strength in commodity markets, which might boost sentiment for other metal sector peers.

Vedanta’s results underscore how commodity cycles and global demand conditions can have outsized impact on earnings in the metals space.

Swiggy

Revenue Growth Vs. Loss Widening

Swiggy reported a combined tally of higher revenues — up 54% year-on-year — but also witnessed a wider net loss of ₹1,065 crore versus ₹800 crore in the prior year. The mixed performance highlights revenue expansion tempered by operational costs, making it a stock to watch for sentiment shifts.

Dixon Technologies

Robust Performance in Tech Manufacturing

Dixon Technologies posted a strong 68% year-on-year surge in net profit, significantly outpacing estimates. This performance, along with steady revenue growth, has reinforced its standing in tech hardware manufacturing and electronics production — segments increasingly crucial in India’s manufacturing narrative.

Dabur India

Steady Consumer Goods Growth

Dabur India reported a 7% year-on-year rise in net profit, driven by steady performance across its health, hygiene, and household product segments. As consumer staples continue to show resilience, Dabur remains an important name for traders seeking defensive exposure.

Hindustan Petroleum Corporation

Strategic Energy Agreements

Hindustan Petroleum Corporation recently signed an MOU with Oil India to explore and develop compressed bio-gas projects, potentially enhancing future energy business lines. Strategic partnerships like this often lead investors to revisit valuations and long-term growth prospects.

Hindustan Aeronautics

Aviation Sector Contract Wins

Hindustan Aeronautics expanded its order book by securing a contract to supply 10 helicopters with spares, valued at over ₹1,800 crore. This kind of contract inflow can influence defence and aerospace sector valuations in the near term.

Trading Strategies and Investor Sentiment

As these stocks make headlines, investors are advised to watch corporate-specific news flow, quarterly earnings beats or misses, and broader macro factors. With the Union Budget approaching, sector rotations — especially into defensive or cyclical stocks depending on policy thrusts — could influence near-term trends.

Disclaimer: This article is intended for informational purposes only. It does not constitute financial or investment advice. Market conditions can change rapidly, and investors should consult a financial advisor before making investment decisions.

Jan. 30, 2026 11:10 a.m. 231

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