Market Brief: Tuesday Buy Picks and Sector Outlook The Indian equity market continues to show resilience as the **Sensex** settled at **83,294.66** and the **Nifty 50** gained **142 points** to close at **25,713** on February 23, 2026. This positive momentum is providing a strong backdrop for high-conviction mid-cap and large-cap breakout stocks. Tourism Finance Corporation of India (TFCI) TFCI has achieved a significant milestone, hitting an all-time high of **Rs 78.90** during Monday's session. The stock surged by **6.54%**, significantly outperforming the broader market. Technical indicators show a clear breakout, with the share price trading comfortably above its 5-day, 50-day, and 200-day moving averages. Investment confidence is bolstered by the **Union Budget 2026-27**, which designated tourism as a key economic pillar. TFCI has delivered a staggering **156.23%** return over the past year. Current technical setups suggest a potential short-term upside of up to **16%**, with analysts eyeing a target price near **Rs 95**. Cummins India Cummins India is witnessing a powerful bullish trend, reaching a fresh 52-week high of **Rs 4,888**. The stock gained **2.19%** in a single session, supported by a massive **17.28%** surge in open interest in the derivatives segment. This indicates aggressive long positioning by institutional players. The company is a primary beneficiary of the **Rs 12.2 lakh crore** public capital expenditure outlay announced for the 2026-27 fiscal year. Its role in powering AI-driven data centers and infrastructure projects has driven a **70.49%** price appreciation over the last 12 months. Sector Dynamics and Trends The **Capital Goods** sector remains one of the top performers in 2026, with the BSE Capital Goods Index rebounding **3.5%** recently. While IT stocks face pressure, the focus has shifted to "physical infrastructure" plays. Tourism and hospitality are benefiting from the launch of the **National Destination Digital Knowledge Grid** and major upgrades to 15 heritage sites. These structural reforms are providing long-term tailwinds for finance companies specialized in these niche sectors. ----- Key Market Data (Feb 23, 2026) * **Nifty 50:** 25,713 (+0.55%) * **BSE Sensex:** 83,294.66 (+0.58%) * **TFCI 52-Week High:** Rs 78.90 * **Cummins India 52-Week High:** Rs 4,888 * **Total BSE Market Cap:** Rs 469 lakh crore Market breadth remains slightly negative despite the index gains, highlighting the importance of stock-specific selection in current conditions. [Cummins India Price Performance and Analysis](https://www.google.com/search?q=https://www.youtube.com/watch%3Fv%3D0I6lK-2KjX0) This video provides a deep dive into the technical breakout and fundamental drivers currently pushing Cummins India to record highs.