Stocks to Watch — October 6, 2025

Banking & Financials

HDFC Bank: Gross advances rose 4.4% QoQ and 9.9% YoY to ₹27.69 lakh crore in Q2FY26. Average deposits stood at ₹27.1 lakh crore, up 15.1% YoY and 2% QoQ.

Kotak Mahindra Bank: Net advances grew 15.8% YoY and 4% QoQ to ₹4.62 lakh crore. Average quarterly advances were ₹4.47 lakh crore, up 14.6% YoY.

Punjab National Bank: Provisional Q2 business stood at ₹27.88 lakh crore, up 10.6% YoY, with domestic business at ₹26.83 lakh crore (+10.4% YoY).

YES Bank: Loans and advances stood at ₹2.50 lakh crore (+6.5% YoY), while deposits grew to ₹2.96 lakh crore (+7.1% YoY).

UCO Bank: Total business reached ₹5.37 lakh crore (+13.3% YoY), led by a 16.7% rise in advances to ₹2.31 lakh crore. Deposits grew 10.9% YoY to ₹3.06 lakh crore.

Equitas Small Finance Bank: Deposits grew 5.9% YoY to ₹22,894 crore; CASA deposits rose 13.7% YoY to ₹6,046 crore. CASA ratio improved to 26.4%.

AU Small Finance Bank: Deposits grew 20.8% YoY and 3.8% QoQ to ₹1.32 lakh crore; gross advances rose 22.4% YoY and 5.3% QoQ to ₹1.17 lakh crore.

RBL Bank: Deposits up 8% YoY to ₹1.16 lakh crore; CASA at ₹37,169 crore (+3% YoY) with ratio at 31.9%.

Dhanlaxmi Bank: Total business grew 17.5% YoY to ₹30,147 crore, driven by a 16.9% increase in deposits and 18.4% growth in advances.

Ujjivan SFB: Deposits up 14.8% YoY; Gross Loan Book grew 14% YoY, led by a 54.5% jump in secured lending.

Suryoday SFB: Gross advances rose 23% YoY to ₹11,544 crore; deposits up 35% to ₹11,991 crore; CASA ratio improved to 20.7%.

L&T Finance: Retail disbursements grew 25% YoY to ₹18,850 crore, with retail loan book rising 17% to ₹1.04 lakh crore.

UGRO Capital: Board to meet on Oct 8 to consider fundraise via NCDs.

IT & Technology

Infosys: Partnered with Telenor Shared Services to modernize HR operations via Oracle Cloud HCM, enhancing productivity and decision-making.

LTIMindtree: LIC increased its stake from 7% to 9% through open-market purchases.

FMCG & Consumer

Marico: Expects consolidated revenue growth in the 30% range YoY for Q2FY26, driven by international markets and GST benefits. Operating profit growth likely to be modest.

Avenue Supermarts (DMart): Q2FY26 standalone revenue rose 15.4% YoY to ₹16,218.8 crore; operates 432 stores as of Sept 30, with one Navi Mumbai outlet under reconstruction.

Piccadilly Agro: Its whisky brand Indri won “Best World Whisky” with a near-perfect 99.1 score at the Las Vegas Global Spirits Awards 2025.

Ethos Ltd: Opened a new Ethos Haute Horology boutique at Mumbai’s BKC and a RIMOWA store at DLF Emporio, Delhi.

Metals & Mining

Vedanta: Achieved record alumina production of 653 kt (+31% YoY) and record aluminium output of 617 kt (+1% YoY).

Hindustan Zinc: Q2 mined metal production rose 1% YoY to 258 kt; refined zinc up 2%, lead down 29% YoY.

MOIL: Manganese ore production rose 3.8% YoY in September to 1.52 lakh tonnes; H1 output up 10.3% to 4.42 lakh tonnes.

Hindustan Copper: Executed mining lease for Kendadih mine, paving the way for production restart.

Sandur Manganese: Received final environmental clearance for forest land diversion for conveyor system setup.

Industrial & Infra

Bondada Engineering: Secured enhanced credit sanction from Bank of Baroda to support project execution. Expects FY26 closing order book near ₹8,000 crore.

Ceigall India: Received LoAs worth ₹1,309 crore from MSEDCL for 337 MW solar projects in Maharashtra.

Highway Infrastructure: Won twin EPC contracts under the PM-eBus Seva scheme; order book at ₹778 crore.

Bansal Wire Industries: Reported a minor fire at its Gautam Buddh Nagar plant; no injuries or major damage.

Hemisphere Properties: Pune land e-auction concluded without bids; company reviewing next steps.

Kesar India: Acquired 8,100 sq.m. land parcel in Nagpur for expansion.

Healthcare & Pharma

Lupin: USFDA classified its Pithampur Unit-2 inspection as “Official Action Indicated (OAI)”. Also launched Liraglutide Injection in the US for Type-2 diabetes.

Bajaj Healthcare: Received CDSCO nod for Phase III clinical trials of Suvorexant Tablets (insomnia).

AstraZeneca Pharma: Received CDSCO approval to import and distribute Trastuzumab Deruxtecan for HER2-positive solid tumors.

Torrent Pharma: NPPA imposed a ₹6.6 crore penalty for overcharging on five drugs.

Emcure Pharma: Acquired 20.4% stake in Zuventus Healthcare for ₹724.9 crore.

Fortis Healthcare: SEBI approved IHH Healthcare’s open offer for Fortis Healthcare and Fortis Malar Hospitals.

Shukra Pharma: Approved issue of 46.4 lakh convertible equity warrants.

Energy & Renewables

Ravindra Energy: Received two LoAs from MSEDCL for decentralized solar power projects totaling 120 MW.

Refex Industries: Allotted 75.7 lakh shares to promoter Refex Holding to strengthen capital.

Insolation Energy: Incorporated five SPVs to set up new solar plants.

Uflex Ltd: Commissioned expansion at its Sanand plant, raising aseptic packaging capacity from 7 to 12 billion packs annually.

Real Estate & Construction

Sobha Ltd: Q2 sales value rose 61.4% YoY to ₹1,902.6 crore, though down 8.5% QoQ.

Ravinder Heights: Subsidiary received RERA approval for two affordable housing projects in Gurugram with Bestech Group.

Auto & Industrials

TVS Motor: Subsidiary TVS Motor (Singapore) Pte Ltd acquired 100% of Engines Engineering S.p.A. from ACT S.r.l.

TVS Electronics: Received GST demand notice of ₹25.65 crore from UP tax authorities.

Tata Motors: Transferred entire stake in arms and JVs to TMLCV post-demerger.

Corporate Governance & Other Updates

Vishnu Prakash R Punglia: Promoters sold/pledged shares to raise liquidity, which is being infused back as an interest-free loan for working capital.

Share India Securities: Received BSE caution over March 2025 shareholding disclosure; clarified changes due to internal transfer within promoter group.

Allcargo Logistics: Its unit filed a complaint with EOW against former executives over alleged financial irregularities.

Jindal Poly Films: Increased investment and borrowing limits from ₹12,000 crore to ₹15,000 crore.

Anand Rathi Wealth: Declared Oct 17 as record date for interim dividend.

Asian Paints: Board to meet on Nov 12 to consider interim dividend; record date fixed for Nov 18.

Market & Trading Updates

Nifty October Futures: Up 0.16%, trading at a premium of 111 points; open interest up 4.4%.

Options Data: Max Call OI at 26,000, Max Put OI at 24,000 for Oct 7 expiry.

Securities in F&O Ban: RBL Bank.

Nifty PCR: Slightly lower at 1.17 (vs 1.18 prior).

Corporate Actions & Trading Tweaks

Anchor Lock-In Expiry: Amanta Healthcare (4%), Crizac (3%), Arkade Developers (46%), KRN Heat Exchanger (51%).

Price Band Revisions:

5% → 20%: Nahar Capital, Ishan Dyes, Mindteck, Linc, IRIS Clothing, Onward Tech, Orbit Exports.

5% → 10%: Sumeet Industries, Tamilnadu Telecom.

ASM Short-Term Framework: Sammaan Capital, Galaxy Medicare, Cybertech Systems, RACL Geartech.

Upcoming Listings

A total of 28 new companies to list this week — including six mainboard names.

Oct 6: Pace Digitek

Oct 7: Glottis, Fabtech Technologies, Dhillon Freight Carrier, Suba Hotels, Om Metallogic

Oct 8: Om Freight Forwarders, Advance Agrolife, Chiraharit, Sunsky Logistics, Munish Forge, Infinity Infoway, Sheel Biotech, Zelio E-Mobility, B.A.G. Convergence, Valplast Technologies

Oct 9: Greenleaf Envirotech, Shlokka Dyes, DSM Fresh Foods

Oct 10: WeWork India Management