Q3 Earnings In Limelight: Titan, Apollo Hospitals, Jubilant Foodsworks And More

Indian markets traded flat-to-positive on February 11, 2026, with Nifty near 25,964 (up ~0.1%) amid cautious optimism post the India-US trade deal clarity. Expert G Chokkalingam (Equinomics Research) highlighted resolved tariff fears boosting services & goods exports, but persistent liquidity issues (promoter/IPO/FII selling, mid/small-cap weakness) capping runaway rallies. He remains extremely bullish, expecting small & mid-caps to outperform Nifty/Sensex in the next 6 months as liquidity improves.Favors domestic demand-driven stocks: M&M (buy – diversified, tractor boom), Apollo Hospitals (buy – robust Q3 across segments), ITC, L&T. Cautious on export-heavy sectors; hold Titan, Jubilant FoodWorks, Eicher Motors; avoid/sell BHEL (prefer HAL). Pharma pricing pressure persists.Watch auto, healthcare, and PSU moves amid ongoing earnings season.