DK Technical Analysis by Dhananjay Kadam

04 February 2026 10:27

BTST DEEPINDS 415.85

DK Technical Analysis by Dhananjay Kadam

04 February 2026 07:39

NIFTY trading in very narrow range

Not getting chances for new trades

DK Technical Analysis by Dhananjay Kadam

04 February 2026 06:02

KOPRAN 138.9 from 130.67
Second Target Achieved 🔥

DK Technical Analysis by Dhananjay Kadam

04 February 2026 05:13

BTST
STOVEKRAFT 537.8 from 533.95
RGL 120.43 from 119.45
BELRISE 184.8 from 180.74
LUMAXTECH 1496 from 1475
POWERGRID 289.7 from 282.7
DEEPINDS 407.65 from 388
🙏

DK Technical Analysis by Dhananjay Kadam

04 February 2026 04:48

BTST DEEPINDS

388

TO

402😍

Now 3.5% up

You can book profit

DK Technical Analysis by Dhananjay Kadam

04 February 2026 03:18

India and the US have inked the trade deal, with Washington slashing the reciprocal tariffs with " immediate effect". Thanks to the deal India now faces the lowest US tariffs among all EMs.

With the tariff burden now lower, sectors such as textiles, seafood, auto ancillaries, chemicals and select consumer companies with significant exposure to the US are likely to be the key beneficiaries.

Earlier, steep tariffs of up to 50% had come into effect from August 27, creating cost pressures and dampening demand for Indian goods in the US market. With the tariff burden now lower, companies with significant exposure to the US are expected to see relief in margins, improved competitiveness and better order visibility.

Sectors and companies in focus

Textiles sector will be the highest beneficiary for the landmark pact as the US accounts for nearly 28% of India's total textile exports, making it the single largest destination for Indian textile manufacturers. More than half of India's textile and apparel imports are linked to US cotton.

Textile & Garment Stocks With High US Exposure:

Indo Count Industries – 70%
Kitex – 70%
Gokaldas Exports – 67%
Pearl Global – 64%
Welspun India – 61%
Himatsingka Seide – 60%
Trident – 28%
Vardhman Textiles – 25%
SP Apparels – 22%
Arvind – 14%
KPR Mills – 9%

Companies with higher US revenue exposure are likely to see faster volume recovery and better pricing power as tariff pressures ease.

The seafood sector is another area that could benefit meaningfully. The US remains a critical export market for Indian seafood companies, particularly for shrimp and frozen food products.

Seafood Stocks with US Revenue Exposure

Avanti Feeds – 14%
Apec Frozen Foods – 63%
Waterbase – 40%

Companies with a higher dependence on the US market could see a sharper improvement in earnings visibility.

Auto component makers with a strong presence in the US market are also expected to benefit. Lower tariffs can help sustain order inflows from global OEMs, improve margins and strengthen India's position as a cost-efficient manufacturing hub.

Auto & Auto Ancillary Stocks with high US exposure:

Sona BLW – 40%
Ramkrishna Forging – 27%
Bharat Forge – 25%
Tata Motors – 23%
Samvardhana Motherson – 18%
Balkrishna Tyres – 18%
Sanmar/ Sansera Engineering – 9%
Apollo Tyres – 3%

The chemicals sector, especially specialty and agrochemical players, stands to gain from lower tariffs through improved export competitiveness and margin expansion. The US is a key end-market for several Indian chemical manufacturers.

Chemical Stocks with Notable US Exposure

UPL – 20–25%
SRF – 20%
Jubilant Ingrevia – 9%

Other chemical players that could benefit include Aarti Industries, PI Industries, Atul, Navin Fluorine, Deepak Nitrite, Vinati Organics, Alkyl Amines Chemicals and Gujarat Fluorochemicals.

Select consumer companies with exposure to the US market may also see incremental gains, particularly those exporting packaged food and rice products.

Consumer Stocks with US Revenue Exposure:

LT Foods – 39%
KRBL – 10%
Tata Consumer Products – 12%

DK Technical Analysis by Dhananjay Kadam

03 February 2026 10:57

NIFTY 25600 PE of 10 Feb

Told to buy near 115-125

Now trading above 126--127

Exit

DK Technical Analysis by Dhananjay Kadam

03 February 2026 10:50

MUTHOOTFIN option target missed by 2 points exit

DK Technical Analysis by Dhananjay Kadam

03 February 2026 10:20

Nifty down from its High
Buy

PUT not increasing Good 😐

DK Technical Analysis by Dhananjay Kadam

03 February 2026 10:12

Intraday SANGHVIMOV made high of 305+ and down exit🙏

DK Technical Analysis by Dhananjay Kadam

03 February 2026 10:09

RBZ Jewellers 143 from 136.5
First TARGET ACHIEVED 🔥

DK Technical Analysis by Dhananjay Kadam

03 February 2026 09:05

NIFTY 25600 PE

Buy near 115--125

SL 98

TGT 135-42-47-53-60-75

DK Technical Analysis by Dhananjay Kadam

03 February 2026 08:03

MUTHOOTFIN 3500 PE

98.90


🔥🔥🚀🚀🍀🍀✈️✈️

DK Technical Analysis by Dhananjay Kadam

03 February 2026 06:56

MUTHOOTFIN 3500 PE

ACTIVATED 👁👁

DK Technical Analysis by Dhananjay Kadam

02 February 2026 06:32

NIFTY 24800 PE of 3 feb

Buy near 140--50

SL 88

TGT 175-85-94-200++

DK Technical Analysis by Dhananjay Kadam

04 February 2026 09:08

Before 3-4 days on Friday I recommended

TMB to clients of short term delivery calls



It's activated and 7% up today.


If you will get it below 595 this week you can buy🙏

🙏

DK Technical Analysis by Dhananjay Kadam

04 February 2026 06:15

Yesterday recommended BTST DEEPINDS

6% UP

🚀🔥🚀🚀

DK Technical Analysis by Dhananjay Kadam

04 February 2026 05:22

Bharat Forge 1520 pe hold with new strict SL 29

DK Technical Analysis by Dhananjay Kadam

04 February 2026 04:57

The market is too volatile

Don't be in a hurry

Wait for settle

DK Technical Analysis by Dhananjay Kadam

04 February 2026 04:28

Companies With Half Revenue From US

1) Pokarna: 80%
2) Mphasis: 80%
3) Persistent: 80%
4) Granules: 77%
5) Indo Count: 75%
6) Vaibhav Global: 70%
7) Gokaldas Exp: 70%
8) Natco: 70%
9) Welspun Living: 65%
10) LTTS: 60%
11) Gland Pharma: 55%
12) Garware Hitech: 50%
13) Anup Engg: 50%
14) MTAR: 50%
15) Aurobindo Ph: 47%
16) Dr Reddy: 45%
17) LT Foods: 45%
18) Sona BLW: 43%
19) Bharat Forge: 40%
20) RK Forging: 40%

DK Technical Analysis by Dhananjay Kadam

03 February 2026 10:58

BREAKING ⚠️

Govt sources on India-US trade deal:

1️⃣ Zero compromise on farmer interests
2️⃣ Agro & Dairy fully protected
3️⃣ 📈 will guide 🛢️purchase
4️⃣ India can buy 🛢️from non-sanctioned places
5️⃣ Deal to unlock 5X trade to $500B over next few yrs

DK Technical Analysis by Dhananjay Kadam

03 February 2026 10:50

Bharat Forge option hold

DK Technical Analysis by Dhananjay Kadam

03 February 2026 10:31

BTST POWERGRID 282.7

DK Technical Analysis by Dhananjay Kadam

03 February 2026 10:18

BTST STOVEKRAFT 533.95

DK Technical Analysis by Dhananjay Kadam

03 February 2026 10:10

Intraday First Target Achieved
Postional hold 🙏

DK Technical Analysis by Dhananjay Kadam

03 February 2026 09:14

MUTHOOTFIN 3500 PE


94

To

102👍😍


🔥🔥🚀🚀🍀🍀✈️✈️

DK Technical Analysis by Dhananjay Kadam

03 February 2026 09:02

Position option call

BHARAT FORGE 1520 PE

BUY NEAR 42-46

SL 34

TGT 56-60-64-67-72

DK Technical Analysis by Dhananjay Kadam

03 February 2026 06:59

PGElectro
PGEL

💪 Strong Comeback After Lean Quarters
AC industry revival clearly visible ❄️📈

📊 Q3FY26 Performance Snapshot

💰 Revenue:
➡️ ₹1,412 Cr vs ₹967 Cr (YoY)
➡️ ₹655 Cr in Q2
🚀 Massive sequential jump

📈 PBT:
➡️ ₹79 Cr vs ₹53 Cr (YoY)
➡️ Just ₹6 Cr in Q2

💎 PAT:
➡️ ₹60 Cr vs ₹40 Cr (YoY)
➡️ ₹2 Cr in Q2
🔥 Explosive QoQ improvement

📊 Overall:
✅ ~50% YoY Growth
✅ Strong QoQ & YoY uptick across all parameters

DK Technical Analysis by Dhananjay Kadam

02 February 2026 07:00

NIFTY 24800 PE

195😍

4TH TARGET ACHIEVED

🚀🚀🔥🚀😍😍

DK Technical Analysis by Dhananjay Kadam

02 February 2026 06:16

MINDTECK 225 high made till now from 221.71