“Going ahead, participants should focus on sectors demonstrating relative strength—such as metals, autos, and PSUs—while remaining selective in others,” said Ajit Mishra – SVP, Research, Religare Broking.
In today’s trade, shares of HDFC Bank, DMart, Vedanta, Tata Steel, Bajaj Finance, Vodafone Idea among others will be in focus due to various news developments.
HDFC Bank
Private sector lender HDFC Bank has registered a 9% growth in loans to Rs 27.9 lakh crore in the second quarter ended September 30. The credit book of the country’s biggest private bank was Rs 25.6 lakh crore at the end of the second quarter of the last fiscal.
DMart
Avenue Supermarts, the operator of retail chain DMart, has reported a 15% year-on-year (YoY) growth in its standalone revenue from operations for the quarter ended September 2025 (Q2 FY26). The revenue stood at Rs 16,219 crore, up from Rs 14,050 crore in the same quarter last year.
Bajaj Housing Finance
Bajaj Housing Finance (BHFL), a subsidiary of Bajaj Finance, posted strong growth in the September quarter, with both disbursements and assets under management (AUM) registering healthy double-digit gains. The company disbursed about Rs 15,900 crore in Q2 FY26, up 32% from Rs 12,014 crore in the same quarter last year.Kotak Bank
Kotak Mahindra Bank released its provisional financial figures for the second quarter ended September 30, reporting a year-on-year (YoY) growth of 14.4% in average total deposits, which stood at Rs 5,10,138 crore. The bank also posted a 14.6% YoY growth in its average net advances. In the same period last year, the average total deposits were Rs 4,46,110 crore.Vedanta
Anil Agarwal-led Vedanta has pushed the deadline for its demerger to March-end next year as the approvals from the National Company Law Tribunal and government authorities are still pending, the company has said in a regulatory filing.
Yes Bank
Yes Bank reported a 6.5% year-on-year jump in its loans & advances for the quarter ended September 2025 at Rs 2,50,468 crore versus Rs 2,35,117 crore reported in the year-ago period. The lender’s deposits in the reporting quarter stood at Rs 2,96,831 crore, up 7.1% over Rs 2,77,214 crore reported in Q2FY25.
UCO Bank
State-owned UCO Bank has reported a 17% growth in credit to Rs 2.31 lakh crore for the second quarter of FY26. Its total advances were Rs 1.98 lakh crore at the end of September 30, 2024, UCO Bank said in a regulatory filing.
AWL Agri
AWL Agri Business, which sells cooking oils and other food items, is expecting more than 10% growth in its revenue this fiscal against Rs 63,672.24 crore in FY25 on better consumer demand, a top company official said.
PVR Inox
PVR Inox is riding high on a strong Dussehra weekend, setting the stage for a vibrant festive season after clocking over 50% occupancy across its theatres. The Dussehra weekend, which coincided with Gandhi Jayanti, drew more than 8.5 lakh moviegoers, with occupancy levels crossing the halfway mark, the company said in a statement.
Tata Motors
Jaguar Land Rover Automotive Plc is preparing a loan of as much as £500 million ($674 million) to support its suppliers after a cyberattack at the start of September brought the carmaker’s production facilities to a standstill, according to a Bloomberg report. The loan is being privately arranged and is separate to a £1.5 billion state-backed guarantee unveiled by government ministers last Saturday.
Tata Steel
Tata Steel said it has received a demand letter amounting to Rs 2,411 crore from the Office of the Deputy Director of Mines, Jajpur, over an alleged shortfall in chrome ore dispatch from its Sukinda Chromite Block for the fifth year of operations, spanning July 23, 2024, to July 22, 2025.
Torrent Pharma
Torrent Pharmaceuticals said it has received demand notices of over Rs 6.63 crore from the National Pharmaceutical Pricing Authority (NPPA). The demand notices issued are under Para 15 of Drug Price Control Order 2013 (DPCO), imposing a penalty, the drug firm said in a regulatory filing on Saturday.
Bajaj Finance
Bajaj Finance delivered a strong operational performance in the second quarter of FY26, posting a 24% year-on-year (YoY) jump in Assets Under Management (AUM) to approximately Rs 4,62,250 crore, up from Rs 3,73,924 crore as of 30 September 2024. The company’s deposit book expanded by 5% to around Rs 69,750 crore, compared to Rs 66,131 crore in the year-ago period.
Aditya Birla Lifestyle
Flipkart Investments is set to exit its entire 6% stake in Aditya Birla Lifestyle Brands Ltd (ABLB) through block deals worth around Rs 950 crore, according to a CNBC Awaaz report. The sale will involve 7.3 crore shares at a base price of Rs 130 per share.
Lupin
USFDA classified inspection at Pithampur unit-2 manufacturing facility as official action indicated. The company said it is working with the USFDA to satisfactorily resolve the compliance issues.
Vodafone Idea
Telco Vodafone Idea said it has appointed Tejas Mehta as its chief financial officer, effective October 6. Mehta, who was previously the finance chief at Mondelez India, replaces Murthy Gvas who ends his tenure on October 5. In August, insider Abhijit Kishore replaced CEO Akshaya Moondra as his term ended.
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