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…[Read more]

LISTING UPDATE

CHATTERBOX – SME
IPO PRICE: 115
LOT SIZE – INDIVIDUAL: 2400
LOT SIZE – HNI: 3600

LISTING PRICE: 135(+20₹,+17.39%)
LISTING GAIN – INDIVIDUAL: 48000/-
LISTING GAIN – HNI: 72000/-

GUJARAT PEANOUT
IPO PRICE: 80
LOT SIZE – INDIVIDUAL: 3200
LOT SIZE – HNI: 4800

LISTING PRICE: 64(-16₹,-20%)
LISTING LOSS – INDIVIDUAL: 512…[Read more]

800 ‘Vande Bharat’ Trains by 2030

A mega push for Indian Railways that’s set to transform connectivity and unlock opportunities across the supply chain.

Why it matters:

Strengthens India’s transport backbone.

Triggers large-scale capex and supply orders.

Multi-sector boost: coaches, components, signalling, electrification, and digital…[Read more]

Brokerage Updates- 3rd Oct 2025

Consumer Durables

Nuvama on LG Electronics India – BUY

Strong brand with robust parentage.

Industry CAGR: 8–10% (₹96,900 cr in CY24 → ₹1.44–1.59 lakh cr by CY29E).

FY19–25 CAGR: Revenue +8%, EBITDA +5%, PAT +6%; FY25 YoY growth 14%/37%/44%.

ROCE/ROIC median 34%/89%, projected 45%/106% in FY25.

$600 m…[Read more]

Stocks in News – Key Corporate Updates (3rd Oct 2025)

Positive Developments

Swelect Energy: Commissioned additional 2 MW solar plant in Tamil Nadu.

GNG Electronics: Signed facility lease pact with Ajman Free Zones Authority.

Goodluck India: Obtained industrial licence to produce empty shells; trial production to begin in Q3.

Bansal Wire: Q…[Read more]

Corporate Update -3rd Oct 2025

• Lemon Tree Hotels: Opened a 111-room property in Andhra Pradesh; signed pact for a 52-room hotel in Haridwar; launched a 67-room hotel in Navi Mumbai; rebranded Delhi property.

• Adani Green Energy: Commissioned 50 MW solar + 31.2 MW wind projects at Khavda, Gujarat, raising total operational renewable cap…[Read more]

Fund House Recommendations — 1 Oct 2025

Cement & Infrastructure

CLSA on UltraTech Cement: Maintain Outperform; Target Price ₹14,700/sh. (Positive outlook, sector demand resilience)

Financials

CLSA on Muthoot Finance: Maintain Outperform; TP raised to ₹3,600/sh. (Positive – strong gold loan momentum)

CLSA on Manappuram Finance: Maintai…[Read more]

Stocks in News – October 1, 2025

Positives

Suryoday SFB: Received full ₹314 Cr claim from National Credit Guarantee Trustee Company.

Sri Lotus: Launched two projects with GDVs of ₹700 Cr & ₹300 Cr.

HUDCO: Sanctioned ₹92,710 Cr and disbursed ₹25,839 Cr H1 loans; Q2 disbursement up 43.6% YoY.

RITES: Signed pact with Etihad Rail to deepen coll…[Read more]

IPO Watch (1st Oct 2025)

Pace Digitek: Subscribed 1.59x (QIBs 1.6x, NIIs 2.9x, Retail 1.0x).

Glottis: Subscribed 0.94x (QIBs 1.8x, NIIs 1.1x, Retail 0.6x).

Om Freight: Subscribed 2.23x (QIBs 4.0x, NIIs 4.7x, Retail 0.9x).

Fabtech Technologies: Subscribed 1.0x (Retail strong 1.2x).

Advance Agrolife: Subscribed 0.42x (low QIB demand).

LISTING UPDATE (1st Oct 2025 )

SOLVEX – SME
IPO PRICE: 72
LOT SIZE – INDIVIDUAL: 3200
LOT SIZE – HNI: 4800

LISTING PRICE: 68(-4₹,-5.56%)
LISTING LOSS – INDIVIDUAL: 12800/-
LISTING LOSS – HNI: 19200/-

SYSTEMATIC
IPO PRICE: 195
LOT SIZE – INDIVIDUAL: 1200
LOT SIZE – HNI: 1800

LISTING PRICE: 193.80(-1.20₹,-0.60%)
LISTING LOSS – INDIVIDUAL: 144…[Read more]

Today Total 8 IPO Listing ( 1 Oct 2025)

1️⃣MainBoard – Jain Recycling
2️⃣MainBoard – Epack Prefab
3️⃣MainBoard – BMW Ventures

4️⃣NSE SME – Gurunanak Agriculture
5️⃣BSE SME – Solvex Edibles
6️⃣BSE SME – Systematic Industries
7️⃣BSE SME – Justo Realfintech
8️⃣BSE SME – Praruh Technologies

LG Electronics India Ltd : IPO

Open: 07 Oct, 2025
Close:…[Read more]