Hitachi Energy India

The Nifty 50 and Sensex closed 0.14% and 0.03% higher at 23,396 and 74,368, respectively. The broader market, however, outperformed the benchmark indices, with both the Nifty Midcap 100 and Nifty Smallcap 100 indices rising 0.43% and 0.52%, respectively.

Citi estimates HVDC projects alone could represent an opportunity of around ₹ 1.6 trillion for equipment manufacturers. The brokerage also expects global transmission and distribution capital expenditure to exceed $15 trillion between CY25 and CY50.

AMFI stock re-categorisation: Stocks that could potentially move into the large-cap basket include BSE, Jindal Steel & Power, Vodafone Idea, Hitachi Energy India, Indian Bank, Indus Towers and Bharat Heavy Electricals Ltd (BHEL).

A strong transmission cycle is driving demand, but after steep gains, future returns will hinge on order wins and margin delivery

Vishnu Kant Upadhyay and Aakash Shah recommend six stocks for short-term investment, highlighting bullish trends in Coal India, Thermax, MCX, Waaree Energies, Hitachi Energy India, and Astral.

Force Motors was a standout performer, with the stock surging from ₹ 6,944 to ₹ 23,380 per share, reflecting a massive 236% return. MCX has gained 150%, while Kirloskar Oil Engines, GMDC, Hitachi Energy India, and Data Patterns have also risen between 122% and 144%.

The capital goods sector, led by Hitachi Energy and Apar Industries, is experiencing strong growth in 2026 due to improved investor sentiment, government spending, and favorable trade conditions. Analysts project continued strength amid healthy ordering trends and margin improvements.

The Indian stock market gained on February 6, with Nifty 50 up 0.20% and S&P BSE Sensex up 0.32%, driven by FMCG and private banking stocks. Broader markets were mixed, while the Reserve Bank of India held interest rates steady at 5.25%.