Sensex today | Stock Market Live: Sensex turns green, up 300 pts, Nifty above

ensex Today, Nifty 50 | Stock Market Live Updates: Find here all the live updates related to Sensex, Nifty, BSE, NSE, share prices and Indian stock markets for 26th October 2026.

Indian share market opened lower on Monday as sentiment ‌remained subdued over elevated crude oil prices ⁠and their impact on inflation, with investors focused on the ‌US Federal Reserve’s policy decision later this ‌week.

Thirteen of ‌the 16 major sectors logged losses at the open. The broader small-caps and ‌mid-caps lost 0.3% and 0.6%, respectively.

IT stocks shed 2.3%, leading the ⁠losses. Infosys lost 3.4% after it slashed its annual ‌revenue growth forecast as weakness in its key North American market outweighed its higher-than-expected revenue.

Brent crude futures traded around $114 a ‌barrel, easing from a near six-month high of $117 after the Indian market close on ⁠Friday, though ongoing attacks ⁠on Saudi Arabia kept supply concerns in focus.

Follow live coverage of Q2 results here

Brent crude falls after Friday’s close above $116 a barrel

Brent crude falls after Friday’s close above $116 a barrel

Brent crude oil futures traded lower on Monday morning after settling above $116 a barrel on Friday, despite Houthi attacks on Saudi Arabia.

• October 26, 2026 10:31

  Infosys shares fall 4% after FY27 revenue growth guidance cut

  Infosys shares fall 4% after FY27 revenue growth guidance cut

  Infosys cuts FY27 revenue growth guidance to 1-2%, sparking a 4% stock drop amid weak demand and muted growth outlook.

• October 26, 2026 10:24

  Rupee falls 5 paise to 94.98 against US dollar in early trade

  Rupee falls 5 paise to 94.98 against US dollar in early trade

  The rupee traded in a narrow range and fell 5 paise to 94.98 against the US dollar in early trade on Monday, weighed down by elevated crude oil prices and geopolitical tensions in West Asia

• October 26, 2026 10:18

  Shriram Finance shares traded at Rs 831.90 on the NSE at 10.12 am, down 4%

  Shriram Finance shares traded at Rs 831.90 on the NSE at 10.12 am, down 4%, after hitting a low of Rs 810.20 from Rs 865 previous close. The company reported a 59 per cent increase in consolidated net profit to Rs 3,684 crore in Q2FY27.

  Q2 Results 26th Oct Live: Paytm, Tata Consumer, Mankind Pharma, REC, IOB, Ather Energy, Aegis Logistics, Supreme Ind, ITC Hotels, Sumitomo Chemical Q2 results today, Kotak Mahindra shares gain, Shriram Finance, Infosys & IDFC First Bank in red after Q2 results

  Q2 Results Today, 26th October 2026 Live Updates: Find all the latest Q2 results 2026 updates of 7NR Retail, AAVAS Financiers, Aditya Birla Real Estate, Acceleratebs India, Acevector, Achyut Healthcare, Admach Systems, Ad-Manum Finance, Aegis Logistics, Aegis Vopak Terminals, Aequs, Alphalogic Industries, Antelopus Selan Energy, APL Apollo Tubes, Arex Industries, ASI Industries, Astec Lifesciences, Ather Energy, Automobile Products of India, Avantel, Baba Arts, Bajaj Global, Bizotic Commercial, Brigade Hotel Ventures, Cyber Media India, Dalmia Bharat, DCM Shriram, Deepa Jewellers, Dhanlaxmi Bank, Digilogic Systems, DRC Systems India, Eris Lifesciences, Everest Industries, Five-Star Business Finance, Fynx Capital, Galaxy Bearings, GCCL Construction & Realities, GCCL Infrastructure & Projects, Gowra Leasing & Finance, Grovy India, Gujarat Credit Corporation, Gujarat State Financial Corporation, Indobell Insulations, Indian Overseas Bank, Ishan Dyes and Chemicals, ITC Hotels, JBM Auto, Kanoria Energy & Infrastructure, KFin Technologies, Kreon Finnancial Services, La Tim Metal & Industries, LEAP India, Lumax Industries, Bank of Maharashtra, Mankind Pharma, Mantra Capital, Milkfood, Mardia Samyoung Capillary Tubes Company, Nazara Technologies, New Delhi Television, Netripples Software, Noble Polymers, Novus Loyalty, Padmanabh Alloys & Polymers, Paramount Communications, One 97 Communications, PNGS Reva Diamond Jewellery, Promact Plastics, QGO Finance, Quest Flow Controls, Music Broadcast, REC, RIR Power Electronics, Sacheta Metals, Shanthi Gears, Shri Dinesh Mills, SMC Global Securities, Sona BLW Precision Forgings, Srit India, Sumitomo Chemical India, Sunteck Realty, Supreme Industries, Surana Solar, Tata Consumer Products, Trident Lifeline, Tamilnad Mercantile Bank, Trustedge Capital, Ugar Sugar Works, Universal Autofoundry, Veefin Solutions, Velan Hotels, Venus Remedies, Vidhi Specialty Food Ingredients, Vineet Laboratories, Vinyl Chemicals (India), WeWork India Management, WSFx Global Pay.

• October 26, 2026 10:10

  Markets turn green

  At 10.08 am, Sensex gained 308.39 pts or 0.42% to 73,432.22 from previous closing levels, and Nifty 50 was up 75.75 pts or 0.34% to 22,675.75.

• October 26, 2026 10:04

  Crypto Markets Today | Expert Analysis | Purvang Mashru, Lead Analyst, BitDelta India

  Bitcoin fell 1.0% to about $79,887 and Ethereum lost 1.4% to $2,322. Nine of top ten cryptos by marketcap declined, producing an equal-weight loss of 1.04%. Cardano led the retreat at 2.59%, while TRX was the only gainer.

  The key change is Bitcoin’s inability to sustain $80,000 after the weekend rebound. It ended near the bottom of its daily range. Only two major assets remained above their daily midpoints, down from nine a day earlier, showing that the recovery weakened across the market.

  Farside’s last fully reported US fund session remains 22 October, with $746.2 million leaving Bitcoin and Ether ETFs.

  In the macro calendar, the Fed decision for interest rates is due on 28 October, followed by US GDP and personal income and outlays, including PCE inflation, on 29 October. These are the next scheduled policy and economic updates.

  Bitcoin’s reference support levels are near $79,745 and $79,145, while resistance is around $80,000 to $80,925. Continued weakness below the $80,000 would keep the recovery unconfirmed.

• October 26, 2026 10:01

  Kotak Mahindra Bank shares lead Nifty 50 gainers after Q2 results, brokerages lift targets

  Kotak Mahindra Bank shares lead Nifty 50 gainers after Q2 results, brokerages lift targets

  Kotak Mahindra Bank jumps on strong Q2 profit as brokerages lift targets, signaling solid growth and improving margins.

• October 26, 2026 10:00

  Infosys in focus: Brokerages mixed on growth outlook after Q2 results

  CITI on Infosys: Neutral, TP Rs 1105

  • Largely inline 2Q on revenues/EBIT; deal TCV at $5b+ was strong.
  • Forward looking indicators –
  • (a) Organic guidance now implies -0.2% yoy at the mid-point, vs +0.6% post 1Q and +2.3% yoy at start of FY;
  • (b) TTM TCV +41% yoy;
  • (c) Headcount flattish yoy;
  • (d) Mgmt commentary – good deal TCV & AI growth positive; client spending cautious
  • FY27E/FY28E EPS revised marginally by 0-1%
  • New mega deal should address some concerns around Infy starting FY28 at a disadvantage relative to peers, after the loss in a European mfg. client.

  GS on Infosys

  • Neutral, TP Rs 1000
  • Largely in line 2QFY27, with key highlights being:
  • (i) Second consecutive quarter of guidance cut, with the mid-point now implying a modest negative FY27 organic revenue growth;
  • (ii) Strong deal wins in 2Q driven by one mega deal, which should partly cushion the revenue headwind in FY28 from exit of a manufacturing client
  • (iii) Demand environment remains sluggish, with a few client-specific ramp downs, subdued volume growth and shift in spend priorities by clients, per management
  • (iv) Margins remain range-bound, which Infosys attributed partly to pricing pressure due to elevated competition
  • (v) While Infosys mentioned that productivity ask by clients is high due to AI, the company believes this deflation is a one-time exercise.

  HSBC on Infosys: Hold, TP Rs 1110

  • INFY as expected toned down its FY27 guidance to 1-2%, at lower end of peer range now
  • A mega deal of USD2bn was a positive and will contribute to 1% growth in FY28
  • 2H margins are likely to be under stress on wage hikes

  UBS on Infosys Buy, TP Rs 1415

  • Q2 weaker than expected, leading to a further guidance cut for FY27.
  • Revenue growth of 1.2% QoQ cc was below UBSe of 1.5% and consensus of 1.8%.
  • EBIT margin came in at 21.0% (-10bps QoQ), c30bps below UBSe of 21.3% and c20bps below consensus of 21.2%.
  • Reported EPS of Rs19.3 was c1% below UBSe of Rs19.5 and c2% below consensus of Rs19.7
  • Company revised FY27 revenue growth guidance to 1-2% YoY cc, while maintaining margin guidance at 20-22%.

  Nomura on Infosys: Buy, TP Rs 1300

  • Modest miss but strong deal wins in 2QFY27
  • Guidance cut a tad higher than anticipated
  • Margin guidance for FY27E unchanged at 20%-22%
  • Infy is currently trading at an attractive valuation of 14.2x FY28F EPS of Rs 81
• October 26, 2026 09:51

  Gold gains on softer oil prices; Fed decision in focus

  Gold gains on softer oil prices; Fed decision in focus

  Gold gains as softer oil eases inflation concerns ahead of Fed decision; eye on rates, PCE data, and oil-driven volatility.

• October 26, 2026 09:50

  Prime Minister Narendra Modi Inaugurates Arvind Limited's Greenfield GarmentManufacturing Facility in Varanasi, Uttar Pradesh

• October 26, 2026 09:49

  Senco Gold to acquire 68% stake in AJPL for ₹68 crore

  Senco Gold executed the Share Subscription Agreement (“SSA”), Shareholders’ Agreement (“SHA”) and other transaction-related documents with AJPL and its existing shareholders for the acquisition of 68% of the equity share capital of AJPL for an aggregate consideration of Rs 68 crore, to be invested in multiple tranches.

  Shares traded at Rs 303.70 on the NSE.

• October 26, 2026 09:49

  Unimech Aerospace subsidiary signs long-term deal with Honeywell Aerospace; shares jump 4%

  Innomech Aerospace Toolings Private Limited (“Innomech”), a wholly owned subsidiary of Unimech Aerospace and Manufacturing Limited, has executed a Long-Term Agreement with Honeywell Aerospace US LLC (“Honeywell Aerospace”).

  Unimech shares surged 4% to Rs 1620.90 on the NSE.

• October 26, 2026 09:48

  ESAF Small Finance Bank Limited has informed the Exchange about completion of migration to the new Core Banking System.

• October 26, 2026 09:48

  Biocon stock in focus

  Biocon Secures Market Entry for Yesintek™, a Proposed Biosimilar to Stelara®, in Additional Global Markets

  Shares flat at Rs 325.25 on the NSE.

• October 26, 2026 09:48

  Crypto Market Today | Expert Take | Avinash Shekhar, Co-Founder & CEO, Pi42

  “Bitcoin’s pullback towards $80,000 reflects a market navigating macroeconomic uncertainty rather than a shift in crypto’s underlying relevance. With the US Federal Reserve’s October 28 policy decision approaching, investors are reassessing how interest rates and geopolitical developments could influence liquidity across financial markets. The latest correction has also reduced excess leverage, with approximately $120 million in crypto positions liquidated over 24 hours, including $82 million in long positions. While this has added near-term selling pressure, a reduction in leveraged positioning can help create healthier conditions for the next recovery.

  The Fed’s decision will be particularly important because interest rates influence the cost of capital and the attractiveness of holding different assets. If the central bank maintains rates as markets currently expect, attention will shift to its forward guidance and any signals on the timing of future easing. Geopolitical uncertainty, particularly tensions involving the US and Iran, remains another factor that could influence sentiment in the near term.

  For investors, the focus should be on whether Bitcoin can stabilise around current levels and regain upward momentum as macroeconomic uncertainty clears. A constructive policy outlook, combined with renewed buying demand, could help the market recover. The coming week may therefore be less about predicting the Fed’s decision and more about understanding how markets respond to its implications for liquidity and capital flows.” - Avinash Shekhar, Co-Founder & CEO, Pi42

• October 26, 2026 09:47

  Skyways Air Services Limited Strengthens International Cargo Leadership with 6.3% Market Share and Advances to 42nd

  Skyways Air Services Limited Strengthens International Cargo Leadership with 6.3% Market Share and Advances to 42nd 

  Shares flat at Rs 95.50 on the NSE.

• October 26, 2026 09:47

  Jyoti Structures bags award from Power Grid Corporation of India.

  Jyoti Structures has received Notifications of Award from Power Grid Corporation of India.

  Shares jumped over 10% to Rs 9 on the NSE.

• October 26, 2026 09:47

  Crypto trade analysis: Harish Vatnani, Head of Trade, ZebPay

  “The BTC/USDT pair on the daily timeframe is showing signs of short-term bearish momentum following a strong bullish rally from the $62,000–$67,000 accumulation zone toward the $87,000 resistance area. 

  After breaking above the previous consolidation range, Bitcoin experienced a sharp upward move supported by increased trading volume, indicating strong buying interest. However, price faced rejection near $87,000 and subsequently entered a consolidation phase between approximately $80,500 and $84,000. 

  The recent candles show a breakdown below the lower boundary of this range, with BTC currently trading around $79,585, suggesting that sellers have gained short-term control. 

  The loss of the $80,500–$81,000 support zone is a bearish development, particularly as price is now trading below the previously marked support around $82,200–$82,500, which may act as resistance during any recovery attempt. 

  On the downside, the immediate support area lies around $78,500–$79,000, followed by the psychological $77,000 level and the stronger demand zone around $76,000–$76,500. If selling pressure continues and BTC fails to reclaim the broken range, the price could potentially move toward these lower support levels. 

  On the upside, BTC needs to recover and sustain above $80,500–$81,000 to indicate that the breakdown may be losing momentum, while a stronger bullish recovery would require reclaiming $82,200–$82,500 and then the $84,000 resistance zone. The major overhead resistance remains near $87,000, where the previous rally faced rejection. 

  Overall, the daily chart currently presents a bearish short-term outlook, with a potential continuation of the correction unless buyers successfully reclaim the broken support levels. However, a confirmed daily close below the current support area would strengthen the bearish case, while a strong bullish reversal accompanied by increased buying volume could invalidate the immediate bearish structure.”

• October 26, 2026 09:39

  Crude oil prices today: Brent falls below $115, WTI slips below $101 after Friday’s rally

  Brent crude oil futures traded lower on Monday morning after settling above $116 a barrel on Friday, despite Houthi attacks on Saudi Arabia. At 9.37 am on Monday, December Brent oil futures were at $114.33, down by 2.05 per cent, and December crude oil futures on WTI (West Texas Intermediate) were at $100.95, down by 2.25 per cent. November crude oil futures were trading at ₹9599 on Multi Commodity Exchange (MCX) during the initial hour of trading on Monday against the previous close of ₹9800, down by 2.05 per cent, and December futures were trading at ₹9475 against the previous close of ₹9643, down by 1.74 per cent.

• October 26, 2026 09:39

  Darshan Desai, CEO Aspect Bullion & Refinery on the Gold & Bullion industry & effect on it due to the geo-politic tensions

  “Gold prices are under pressure due to a stronger US dollar, rising bond yields and inflation concerns. The upcoming US Federal Reserve meeting will be important in determining the near-term price trend. 

  In India, festive and wedding demand continues to support bullion buying, although high prices are making consumers cautious. Going ahead, gold prices are likely to remain volatile, influenced by US Fed decisions, crude oil prices and geopolitical developments. While seasonal demand may support the domestic bullion market, global factors will continue to play a key role in price movements.”

• October 26, 2026 09:36

  Crude shock, geopolitics drag Nifty below 22,500; Shriram Finance tumbles 5%

  ​

  Crude shock, geopolitics drag Nifty below 22,500; Shriram Finance tumbles 5%

  Equity benchmarks opened lower on Monday, October 26, 2026, tracking the previous week's losses. The Nifty 50 opened at 22,524.40 against a previous close of 22,600 and slipped to 22,438.70 in early trade, losing 161.30 points or 0.71 per cent. The Sensex opened at 72,990.04 against its previous close of 73,123.83 and fell to 72,650.62, a drop of 473.21 points or 0.65 per cent.

  ​
• October 26, 2026 09:30

  Shriram Finance falls 4.7% as loan growth outlook cut, credit cost concerns weigh

  Shares of ‌Shriram Finance fell ⁠on Monday after ‌the non-bank ‌lender ‌lowered ⁠its annual ⁠loan growth forecast and warned ‌of higher credit costs, overshadowing ‌a better-than-expected second-quarter profit.

  Shares of ⁠the company ‌were down 4.7% at ₹825.5 , as of 9:15 am. (Reuters)

• October 26, 2026 09:29

  Infosys falls 2.7% after cutting revenue growth guidance for fiscal 2027

  Shares of IT firm ‌Infosys fell 2.7% in early ⁠trading on Monday after the ‌company cut its fiscal ‌2027 ‌revenue ⁠growth forecast ⁠more than expected and reported weakness in ‌its North America business.

  The company cut its ‌fiscal 2027 revenue growth forecast ⁠to 1%-2% from 1.5%-3%, while ‌most analysts had expected it to trim only the ‌upper end of the range to 2.5%. (Reuters)

• October 26, 2026 09:29

  L&T Technology Services and Nokia Forge Engineering Collaboration

  Shares up over 1% to Rs 3,964.10 on the NSE.

• October 26, 2026 09:28

  Kotak Mahindra shares gain, Shriram Finance, Infosys & IDFC First Bank in red after Q2 results

  Follow our live coverage here
• October 26, 2026 09:22

  Top gainers and losers of Nifty 50

  Top gainers of Nifty 50: Kotak Mahindra (+2.42%), JSW Steel (+1.26%), Max Health (+0.93%), Adani Ports (+0.90%)

  Top losers: Shriram Finance (-5.34%), Infosys (-2.88%), Asian Paints (-2.21%), Tata Consumer (-2.06%)

• October 26, 2026 09:21

  South Korea shares slip as AI trade falters ahead of megacap earnings

  The benchmark KOSPI ‌was down 83.14 points, or 1.50%, at 5,467.16 as of 03:30 GMT. The index ‌has risen about 30% so far this year.

  Chipmaker ⁠Samsung Electronics fell 1.39%, while peer SK ⁠Hynix lost 0.47%.

• October 26, 2026 09:18

  Rupee falls 3 paise to 94.96 against US dollar in early trade.

• October 26, 2026 09:10

  Gold price outlook: Fed meeting, PCE inflation data and Treasury yields to drive bullion prices

  Manav Modi Commodities Analyst Motilal Oswal Financial services 

  Gold prices steadied near $4,000 after falling more than 4% last week and briefly slipping below psychological level for the first time since July, as elevated energy prices continued to weigh on the monetary-policy outlook. Brent gained more than 6% last week amid persistent Middle East supply risks, reinforcing concerns that higher energy costs could keep U.S. inflation elevated and limit the Fed’s flexibility. However, crude prices eased in early trade amid renewed diplomatic efforts, providing some relief to bullion. 

  The 10-year Treasury yield remained near 5%, weighing on bullion, although continued geopolitical uncertainty provided underlying safe-haven support. Attention now shifts toward Fed’s October 27–28 meeting, where markets widely expect rates to remain unchanged, making Chair Warsh’s guidance on December meeting particularly important. Markets currently price around a 78% probability of a December hike following stronger CPI and PPI readings. 

  PCE inflation later this week will therefore remain another crucial trigger, with any upside surprise likely to reinforce tightening expectations, while softer inflation could provide relief to gold.

• October 26, 2026 09:07

  Global bits

  United States: Consumer sentiment is near a record low and business activity is cooling, while inflationary pressures persist; markets await the Federal Reserve decision and major tech earnings.

  United Kingdom: Retail sales and consumer confidence have weakened, although business activity improved; the upcoming budget includes a proposed £20 billion capital boost for two state-backed lenders.

  Eurozone: Economic growth slowed to a four-month low amid rising costs and political uncertainty, while French debt concerns weighed on the euro and regional stock markets.

  Germany: Private-sector growth softened, manufacturing and services faced uneven demand, and home prices stagnated under pressure from high interest rates.

  France: Business activity contracted in October, political unrest and strained public finances increased market concerns, but Moody’s avoided a credit-rating downgrade.

  Japan: Core inflation exceeded the Bank of Japan’s 2% target, strengthening the case for a potential rate hike, while manufacturing growth slowed to a seven-month low.

  Canada: Retail sales rose 1.2% in August to C$74.57 billion, driven mainly by motor vehicle and parts dealers; a Reuters poll anticipates further interest-rate increases.

  Brazil: Mid-October inflation slowed to 0.32% from 0.70% previously, below expectations, but cost-of-living pressures remain a political and economic challenge.

  China: Fiscal revenue increased 5.1% year-on-year during January–September 2026, slowing from 5.7% growth in January–August.

  Russia: The central bank held its key interest rate at 14% as inflation remained elevated amid refinery attacks, government spending and rising utility fees.

  Turkey: Tight monetary policy continues to support economic credibility, but persistent inflation and upcoming elections pose challenges.

  South Korea: Economic growth likely accelerated in Q3, supported by semiconductor exports and AI-related investment, while domestic demand remained uneven; a new US trade deal sets a 15% tariff on South Korean imports. Indonesia: The central bank defended its mixed policy approach, arguing that its measures are designed to improve monetary-policy transmission and support the broader economy. Uganda: The central bank raised its main interest rate to curb the weakening currency. (Source: Reuters)

• October 26, 2026 09:05

  Crypto market comment: Riya Sehgal, Research Analyst, Delta Exchange

  Crypto markets remain under pressure as Bitcoin trades near the $80,000 mark and Ethereum tests the $2,300 region, with macro and geopolitical risks continuing to dominate sentiment. Brent crude settled at $116.72 per barrel on Friday, its highest level since late April, as Houthi attacks in Saudi Arabia intensified concerns around regional energy supply and added a geopolitical risk premium to oil prices. Crude has since eased from Friday’s highs, with Brent near $115 per barrel and U.S. crude around $102, but prices remain elevated. Persistently high energy costs could keep inflation concerns alive and complicate the outlook for monetary policy, creating an unfavourable backdrop for high-beta assets such as crypto.

  Technically, Bitcoin remains bearish on the four-hour timeframe, trading below its major moving averages and maintaining a lower-high, lower-low structure. The $78,000–$80,000 region is now the key demand zone. A sustained break below $79,000 could expose the $78,000 area, while a recovery above $81,500–$82,000 would be the first meaningful sign of stabilization. Ethereum remains relatively weaker, with $2,290–$2,300 acting as immediate support and $2,360–$2,400 remaining the key recovery zone. Until these resistance levels are reclaimed, the near-term bias remains cautious.

• October 26, 2026 09:04

  Portfolio Changes from Kotak’s Strategy Report.

  Large-cap portfolio

  - Bajaj Finance replaces Bajaj Finserv – weight unchanged at 4.8%.

  - Mankind Pharma moves from mid-cap to large-cap at 1.5%.

  - Reliance Industries – weight increased by 100 bps to 7.3%.

  - HDFC Life – reduced by 25 bps to 2.3%.

  - ICICI Bank – reduced by 50 bps to 9.9%.

  - Infosys – reduced by 75 bps to 2.2%.

  - Axis Bank – reduced by 50 bps to 6.8%.

  - SBI – reduced by 50 bps to 6.8%.

  Mid-cap portfolio

  New additions:

  - Aster DM Healthcare – Fair Value ₹880; ~36% upside.

  - Dixon Technologies – Fair Value ₹14,900; ~33% upside.

  - Emcure Pharmaceuticals – Fair Value ₹2,225; ~26% upside.

  - Endurance Technologies – Fair Value ₹3,000; ~34% upside.

  - Indegene – Fair Value ₹735; ~29% upside.

  Mankind Pharma moves to the large-cap portfolio.

• October 26, 2026 09:03

  India’s AI market could gain $50–100 billion in market cap as startups eye IPOs: Goldman Sachs

  Goldman Sachs estimates that India’s listed AI market could expand by $50–100 billion in market capitalisation over the next 2–5 years as privately held AI companies go public. The bank has identified about 84 private Indian AI firms (valued at roughly $55 billion) spanning infrastructure, core AI development, and applications. Of these, around 70 mid-to-late-stage companies (worth $54 billion) are seen as potential IPO candidates, with 25–50% expected to list. Assuming they debut at an average valuation about four times their current private estimates, these listings would inject the projected $50–100 billion into the public AI market and broaden the range of investable AI opportunities available to public-market investors.

• October 26, 2026 09:03

  EARNINGS (net income adj. ests. in INR where available):

  * APL Apollo Tubes Ltd. (APAT IN) 2Q 3.58b (16 analysts)

  * Aavas Financiers Ltd. (AAVAS IN) 2Q 1.82b (16)

  * Aditya Birla Real Estate Ltd. (ABREL IN) 2Q 530m loss (3)

  * Aegis Logistics Ltd. (AEGISLOG IN) 2Q 3.16b (5)

  * Aegis Vopak Terminals Ltd. (AEGISVOP IN) 2Q 902m (3)

  * Ather Energy Ltd. (ATHERENE IN) 2Q 651m loss (8)

  * Bank of Maharashtra (BOMH IN) 2Q 20.7b (3)

  * DCM Shriram Ltd. (DCMS IN) 2Q

  * Dalmia Bharat Ltd. (DALBHARA IN) 2Q 1.03b (23)

  * Dhanlaxmi Bank Ltd. (DHLBK IN) 2Q

  * Eris Lifesciences Ltd. (ERIS IN) 2Q 1.45b (6)

  * Five-Star Business Finance Ltd. (FIVESTAR IN) 2Q 2.85b (10)

  * ITC Hotels Ltd. (ITCHOTEL IN) 2Q 1.84b (8)

  * Indian Overseas Bank (IOB IN) 2Q

  * JBM Auto Ltd. (JBMA IN) 2Q. (NAZARA IN) 2Q

  * Kfin Technologies Ltd. (KFINTECH IN) 2Q 980m (13)

  * Mankind Pharma Ltd. (MANKIND IN) 2Q 6.15b (12)

  * Nazara Technologies Ltd. (NAZARA IN) 2Q 287m (4)

  * One 97 Communications Ltd. (PAYTM IN) 2Q 2.58b (13)

  * REC Ltd. (RECL IN) 2Q 35.1b (8)

  * Sona Blw Precision Forgings Ltd. (SONACOMS IN) 2Q 1.96b (15)

  * Sumitomo Chemical India Ltd. (SUMICHEM IN) 2Q 1.63b (4)

  * Supreme Industries Ltd. (SI IN) 2Q 2.63b (17)

  * Tamilnad Mercantile Bank Ltd. (TMB IN) 2Q

  * Tata Consumer Products Ltd. (TATACONS IN) 2Q 4.69b (14)

• October 26, 2026 08:53

  Gold price today: Gold falls below $4,000 as oil prices fuel inflation fears and Fed rate hike bets

  Gold fell below $4,000/oz to a more than three-month low as rising oil prices fuel inflation concerns and reinforce expectations that the Fed will maintain restrictive monetary policy, with a December rate hike still on the table. Silver also weakened, hovering near 11-month lows. Oil prices eased, with WTI trading around $102/barrel after recent highs, as markets assessed the risk of renewed US strikes on Iran alongside continued Houthi attacks on Saudi Arabia. Meanwhile, the rupee slipped toward ₹95/$, pressured by elevated crude prices and stronger dollar demand from importers.

  -Akshat Siddhant, Lead quant analyst, Mudrex.

• October 26, 2026 08:51

  Crude oil prices, US Fed policy decision to steer rupee, bonds this week

  Crude oil prices, US Fed policy decision to steer rupee, bonds this week

  Oil, Fed policy to steer rupee and Indian bonds this week amid oil spikes and liquidity pressures.

• October 26, 2026 08:38

  Brent crude futures fall $2.05 to $114.67/bbl

• October 26, 2026 08:37

  Rupee faces pressure from oil headwinds, lack of inflow support

  The rupee is likely to come under pressure at Monday’s open, potentially slipping below the psychological level of 95, with ‌an oil price overhang compounded by the likely absence of last week’s supportive flows.

  The ⁠rupee is expected to open in the 95.00-95.04 range, per traders, after settling at 94.94 per dollar on Friday.

  The rupee ‌traded between 94.32 and 94.97 last week, moving toward the firmer side of the ‌range on inflows linked to the ‌Jio Platforms ⁠IPO and position unwinding. (Reuters)

• October 26, 2026 08:36

  Shares fall in Asia after decline on Wall Street, oil prices fall more than 1%

  Shares were mostly lower Monday in Asia and oil prices fell after rising last week to their highest level in more than four years.

  US futures edged higher.

  Analysts said investors were bracing for earnings reports of big companies and central bank decisions this week that could shake markets.

  Tokyo’s Nikkei 225 slipped 0.1% to 62,602.86 and the Kospi in Seoul dropped 1.1% to 5,494.29.

  In Hong Kong, the Hang Seng edged 0.2% higher to 23,137.93, while the Shanghai Composite index lost 0.4% to 3,673.83.

  Australia’s S&P/ASX 200 shed 0.2% to 8,782.30.

  The price of Brent crude, the international standard, fell 1.3% to USD 110.23 a barrel. US benchmark crude sank 1.7% to USD 101.52 a barrel. (AP-PTI)

• October 26, 2026 08:32

  Sensex, Nifty set for muted open as oil concerns persist, Fed in focus

  Sensex, Nifty set for muted open as oil concerns persist, Fed in focus

  GIFT Nifty futures were at 22,608 at 7:46 am, indicating a muted start for the benchmark Nifty ‌50, which closed at 22,600 on Friday.

• October 26, 2026 08:13

  Govt bonds to come under selling pressure at start of new week as oil spike continues

  Indian government bonds could open another week with declines as oil prices stayed elevated, stoking concerns over inflation that may push the central bank into ‌a hawkish posture.

  The 6.94% 2036 bond yield may trade between 7.45% and 7.50%, according to a ⁠trader at a primary dealership, after closing at 7.4740% in the previous session.

  The benchmark 10-year bond yield rose 9 basis points ‌through Friday, adding to a 62 bps increase in the previous nine weeks, a period that marks ‌the longest continuous weekly run of rising yields since ‌1998. (Reuters)

• October 26, 2026 08:07

  Bitcoin price today near $79,500, ethereum holds $2,300 as oil prices fuel inflation concerns: Nischal Shetty, Founder, WazirX

  “Crypto markets remained steady despite rising energy prices and cautious global trading. Brent remained near a five-month high, while Japanese bond yields increased ahead of the Bank of Japan meeting. These conditions may keep inflation elevated, increase pressure on the rupee and restrict capital entering Bitcoin and altcoins. However, expectations that the Federal Reserve will hold rates this week provide some support for global liquidity.

  Bitcoin traded near $79,567 in a short-term pullback, remaining below key moving averages despite neutral RSI. The $79,000- $79,500 range provides immediate support, followed by $77,500- $77,700. 

  A recovery above $80,700- $81,200 could improve momentum, while a loss of support would weaken the current structure. Futures traders may look for stronger volume and open interest, alongside balanced funding, before treating any recovery as broadly supported.

  Ethereum held near $2,310 after testing the psychological $2,300 level. Immediate support remains at $2,280- $2,300, with a broader base around $2,150- $2,160. Resistance sits between $2,315 and $2,325, followed by $2,360. Sustained participation above these levels would strengthen the setup, although a resistance test alone would not confirm a breakout.

  The cautious crypto session reflected wider market conditions. Shanghai declined 0.53%, Singapore lost 0.41% and KOSPI fell 0.34%, while the Dow and S&P 500 ended Friday lower. Gold dropped 1.30%, but oil gained 3.77%, renewing inflation concerns. Improving US futures offered some relief, indicating that investors had not moved entirely away from growth-oriented assets.

  Institutional activity was mixed. US spot Bitcoin ETFs recorded $137.9 million in daily net outflows, while Ethereum ETFs attracted $4.4 million. Bitcoin and Ethereum nevertheless remained above their immediate support regions, suggesting spot demand and derivatives positioning absorbed part of the institutional selling. Central-bank decisions, energy prices and participation around resistance levels may now shape the next phase of market momentum.”

• October 26, 2026 07:55

  Nifty & Bank Nifty இந்த வாரம் (26 Oct’26 to 30 Oct’26) என்ன ஆகும்? எங்கு செல்லும்?

• October 26, 2026 07:54

  Change in Reco: KEI Ind (Reco: Reduce, FV: 4000) - Margin outlook turns cautious: Kotak Securities Research

  KEI reported ~39%/40% yoy growth in sales/EBITDA in 2Q; however, its EBITDA margin of 10% fell short of expectations. Management now expects the FY2027 EBITDA margin (including other income) to be around 11% (11.1% in 1HFY27). This outlook is disappointing given last quarter’s guidance upgrade to 11-12% (excluding other income). We believe that increased competitive intensity could weigh on the profitability of W&C players, especially if industry volume growth does not recover further once yoy pricing inflation subsides. We cut estimates by 4-5% and revise FV to Rs4,000. Given the sharp correction in the stock price, we upgrade rating to REDUCE (from SELL).

• October 26, 2026 07:49

  Tata Motors’ €3.91-billion Iveco bid faces make-or-break October 26 test of global ambitions

  Tata Motors’ €3.91-billion Iveco bid faces make-or-break October 26 test of global ambitions

  Tata Motors’ €3.91-billion Iveco bid faces make-or-break October 26 test of global ambitions

• October 26, 2026 07:42

  Crude oil price slips from six-month highs despite supply concerns

  Crude oil price slips from six-month highs despite supply concerns

  US crude futures were down $1.60, or ‌1.55%, at $101.67 per ‌barrel ⁠by 0018 GMT. ⁠Brent crude futures were down $1.56 or 1.34% at $115.16.

• October 26, 2026 07:31

  Oil Declines From Six-Month High

  Oil edged lower as the US and Iran stuck to familiar rhetoric in their conflict, and a technical gauge pointed to overbought conditions.

  Brent fell below $116 a barrel after surging last week to a six-month high, while West Texas Intermediate was near $102. President Donald Trump told Fox News it’s “getting to be decision time” on whether he will make a deal with Tehran or “finish it off.” Meanwhile, Iran’s Foreign Minister Abbas Araghchi said “they will not attempt” an attack if rationality existed, referring to the US.

  On the technical front, Brent’s 14-day relative-strength index — a measure of the pace and magnitude of price movements — topped 74 on Friday. That’s above the level of 70 that some traders see as signaling a pullback. (BB)

• October 26, 2026 07:30

  Today's stock pick: Leela Palaces Hotels & Resorts (BUY)

• October 26, 2026 07:29

  Nifty and Nifty Bank Prediction for the week 26 Oct'26 to 30 Oct'26 by BL GURU

• October 26, 2026 07:27

  Gold lingers near three-month low ahead of Fed policy meeting

  Gold prices hovered near a three-month low on Monday, as investors awaited this week’s Federal Reserve policy meeting for clues on the policymakers’ outlook on US interest rates. 

  FUNDAMENTALS 

  Spot ‌gold was down 0.2% at $3,987.45 per ounce by 0037 GMT, after hitting its lowest level since mid-July ⁠in the previous session. Bullion posted a 4% weekly fall on Friday, its biggest weekly decline since June. 

  US gold futures for December ‌delivery dropped 0.2% to $4,000.80. (Reuters)

• October 26, 2026 07:16

  F&O Ban List | October 26, 2026

  The following stocks are in the futures and options (F&O) ban period:

  Ambuja Cements (AMBUJACEM)

  Kaynes Technology (KAYNES)

  Steel Authority of India (SAIL)

• October 26, 2026 07:16

  Stocks to watch — board meetings today

  The following companies are scheduled to hold board meetings to consider quarterly or half-yearly results and other matters.

  Quarterly Results

  • ABREL
  • AAVAS
  • AREXMIS
  • ASIIL
  • ATHERENERG
  • AVANTEL
  • BRIGHOTEL
  • CYBERMEDIA
  • DHANBANK
  • EVERESTIND
  • FIVESTAR
  • JBMA
  • KFINTECH
  • MANKIND
  • MANTRA
  • MLKFOOD
  • NDTV
  • NETRIPPLES
  • PARACABLES
  • PAYTM
  • RADIOCITY
  • SHANTIGEAR
  • SONACOMS
  • SUMICHEM
  • TMB
  • UNIAUTO
  • VELHO
  • VENUSREM
  • VINYLINDIA
  • WEWORK

  Half-Yearly Results

  • ACCELERATE
  • INDOBELL
  • NOVUS

  General Business and Quarterly Results

  • AAVAS
  • ABREL
  • DRCSYSTEMS
  • GROVY
  • LUMAXIND
  • SUNTECK
  • WEWORK
• October 26, 2026 07:15

  Corporate Action | October 26, 2026

  MIDAAS — Stock Split

  Ex-date: October 26, 2026

  Split ratio: Face value reduced from ₹10 to ₹5 per share.

• October 26, 2026 07:15

  The US 10-year government bond yield stands at 4.97%.

• October 26, 2026 07:14

  Global Markets & Commodities | 6:56 AM

  US Markets

  • Dow Jones: -652.82 points
  • Nasdaq: -53.51 points
  • S&P 500: -39.75 points

  European Markets

  • FTSE: -34 points
  • DAX: -190 points
  • CAC 40: -28 points

  Other Markets

  • Bovespa: +962 points

  Commodities

  • Crude Oil: $101.77/barrel (-$1.50)
  • Brent Crude: $115.41/barrel (-$1.31)
  • Gold: $4,002.40 (-$5.40)
  • Silver: $54.075 (+$0.12)

  Currency Watch

  • Euro: $1.1216
  • Japanese Yen: 157.13 per US dollar
  • Indian Rupee: 94.945
• October 26, 2026 07:14

  Market Updates | 6:56 AM

  • GIFT Nifty: Down 9 points at 22,580, versus the last trade of 22,589.
  • Nikkei 225: Down 99 points.
  • Hang Seng: Up 64 points.
• October 26, 2026 07:12

  NBFCs' dependence on bank borrowings rose in 2025: RBI October Bulletin

  The dependence of non-banking financial companies (NBFCs) on bank borrowings saw a moderate rise in 2025. This follows the restoration of risk weights on bank lending to NBFCs to the levels prior to the November 2023 increase and softening in bank lending rates, according to a report by Reserve Bank of India (RBI) Staffers in the Bulletin. According to the bulletin, NBFCs finance their operations by borrowing from banks and markets (debentures and commercial papers), which together accounted for 77.2 per cent of the total borrowings of NBFCs at end-December 2025. Deposit-taking NBFCs (NBFC-D), which are few, have public deposits as an additional source of funds. Their deposits recorded a growth of 14.9 per cent at end-December 2025, reflecting attractive rates offered by NBFCs-D. The RBI also said the growth in NBFC credit has been high in recent years, even though banks continue to be major credit providers.

• October 26, 2026 07:12

  NBFCs lose ground despite stronger profitability, better asset quality: RBI Study

  NBFCs lose ground despite stronger profitability, better asset quality: RBI Study

  Report also highlights continued dependence of NBFCs on external borrowing

• October 26, 2026 07:11

  RBI tweaks operational risk capital framework for banks

  RBI tweaks operational risk capital framework for banks

  The Reserve Bank of India on Friday amended its operational risk capital framework for commercial banks ahead of its implementation from April 1, 2027.

• October 26, 2026 07:10

  Mahindra Finance flags festive slowdown as tractor lending trails other vehicles, drought risks loom

  Mahindra Finance has flagged weakening tractor demand and softer festive vehicle financing, warning that drought-related repayment pressures could emerge over the next two months despite strong September-quarter lending growth and improving asset quality. Speaking to analysts during an earnings call, Managing Director and Chief Executive Raul Rebello said vehicle sales activity and financing volumes during the first 10 days of Navratri were below last year’s levels. Asked which segments were most affected, he responded, “Maybe tractors have seen a little more decline than last year.”

• October 26, 2026 07:09

  Bajaj Finserv says Deepak Reddy appointed as CEO designate of Bajaj General Insurance

  Bajaj General Insurance on Friday appointed Deepak Reddy as CEO designate with effect from January 1, 2027. He will take over as managing director and CEO from April 1, 2027, subject to approval from the Insurance Regulatory and Development Authority of India (IRDAI). Dr. Tapan Singhel will continue as MD & CEO until March 31, 2027, ensuring a seamless transition. Subject to approval from the Insurance Regulatory and Development Authority of India (IRDAI), Deepak Reddy will take charge as MD & CEO from April 1, 2027. 

• October 26, 2026 07:09

  NHB appoints forensic auditor for SRG Housing Finance

  The National Housing Bank (NHB) has appointed ASA & Associates LLP to conduct a forensic audit of SRG Housing Finance, formally confirming a development first reported by The Economic Times earlier this month amid allegations of fictitious loan accounts, manipulation of repayment records and possible diversion of funds at the Rajasthan-based affordable housing lender. n a stock exchange filing on October 22, SRG Housing Finance said it had received a communication from NHB informing it of the appointment of ASA & Associates LLP, Chartered Accountants, as the forensic auditor. The development comes nearly three weeks after the company disputed an ET report on the proposed forensic investigation, saying it had not received any communication from the housing finance regulator.

• October 26, 2026 07:08

  Banks see ₹5.19 lakh crore deposit outflow, credit shrinks ₹2.52 lakh crore

  The banking sector saw a Rs 5.19 lakh crore withdrawal of deposits on net basis in the fortnight ending October 15 while credit outstanding too contracted by Rs 2.52 lakh crore, Reserve Bank of India data showed. Accordingly, the credit growth slowed to 18.2% from the 19.4% in the preceding fortnight while deposit growth recorded at 16.7% against 17.8%. Outstanding deposits of all banks taken together stood at Rs 278.76 lakh crore while outstanding credit at Rs 227.43 lakh crore. The credit-deposit stood at 81.59% at the end of the reporting fortnight. 

• October 26, 2026 07:08

  RBI issues final leverage ratio rules for banks, effective April 2027

  The Reserve Bank of India on Friday issued final directions on leverage ratio requirements for commercial banks, aligning its prudential framework with the latest standard issued by the Basel Committee on Banking Supervision.The rules will take effect from April 1, 2027. The directions follow a draft issued on August 7, on which the RBI invited stakeholder comments until August 28. The central bank said it examined the feedback and incorporated modifications into the final rules. The leverage ratio measures a bank’s Tier 1 capital relative to its total exposure, including on-balance sheet and off-balance sheet items.

• October 26, 2026 07:07

  FRESH BUYING IN LATEST QUARTER

  Fresh Entries

  1. BEML → 9.03 Lakh Shares

  2. Edelweiss Financial Services → 1.25 Cr Shares

  3. Paramount Communications → 1.19 Cr Shares

  4. ZF Commercial Vehicle Control Systems India → 11.90 Lakh Shares

  5. Kirloskar Pneumatic → 20.29 Lakh Shares

  6. Dhabriya Polywood → 6.01 Lakh Shares

  7. Aether Industries → 15.33 Lakh Shares

  8. Inox → 12.10 Lakh Shares

  9. Leela Palaces Hotels & Resorts → 48.09 Lakh Shares

  10. BaiKakaji Polymers → 6.08 Lakh Shares

  11. QLine Biotech → 7.59 Lakh Shares

  12. Caliber Mining & Logistics → 23.21 Lakh Shares

  13. Poojaa Precision Engineering → 4.65 Lakh Shares

  14. Anawil Wire Engineering → 5.16 Lakh Shares

  15. Credent Connect N Care → 4.88 Lakh Shares

  16. Glass Wall Systems → 19.23 Lakh Shares

  17. Maharaja Speedex → 5.64 Lakh Shares

  18. Adroit Industries → 18.68 Lakh Shares

  Existing Stakes Increased

  - Arvind Fashions → +1.30%

  - Heritage Foods → +0.50%

• October 26, 2026 07:06

  Kotak Institutional Equities: Swiggy | Making sense of the mayhem

  Swiggy stock has been under pressure on account of multiple reasons: (1) Poor execution in Instamart resulting in continued high quarterly loss, coupled with flip-flops in profitability targets, (2) very aggressive dark store addition guidance by Blinkit and (3) incremental cash burn in Toing. We think the correction is overdone. With market anyway not valuing Instamart, the only question should be on incremental cash burn in the business. For now, we assume that Toing investments are transitory, and higher ordering densities and somewhat higher AOVs can drive eventual breakeven. We retain BUY rating with an unchanged FV of Rs310.

  Stock is mispriced at current levels

  We do not believe that Toing’s losses are permanent. As customer acquisition in Toing slows down and some improvement in monetization happens, unit economics will improve. At CMP, market is assuming that Toing will continueto burn ~Rs1.2 bn per quarter, resulting in a ~2.7% EBITDA margin (% of NOV) expectation for FY2028. To this EBITDA, market is ascribing ~30X multiple, with 50% haircut to current cash on books. The entire construct looks altogether bearish. We retain our FV of Rs310 comprising higher valuation to FD.

• October 26, 2026 07:05

  Maharashtra FDA suspends Blinkit operations due to non-compliance with food safety regulations

• October 26, 2026 07:05

  KEC INTERNATIONAL – ₹2,872 Cr ORDER WIN

  * Secured turnkey orders worth ₹2,872 Cr from Power Grid Corporation of India Ltd (PGCIL).

  * Scope: Design, supply and installation of 765 kV transmission lines.

  * Projects will support evacuation of 8.5 GW of renewable energy from Gujarat.

  * Biggest-ever single order in KEC’s India Transmission & Distribution (T&D) business.

  * YTD Order Intake: Crossed ₹13,500 Cr, including approximately ₹9,500 Cr from T&D.

• October 26, 2026 07:04

  SEBI plans Demat 2.0, graded compliance for brokers

  SEBI is exploring graded compliance requirements for stock brokers based on their scale, client exposure and dependence on technology, while working on a framework to enable secondary-market trading in tokenised corporate bonds, Chairman Tuhin Kanta Pandey said in his keynote address. Read more

• October 26, 2026 07:04

  Worst Samvat under Modi era; Nifty down 13% as investors enter new year amid growing caution

  With less than 15 days left for Samvat 2083 to begin, Indian equities are entering the new Hindu financial year on a distinctly bearish note, marked by heightened volatility, weak investor sentiment and little conviction that markets have found a durable bottom. Read more

• October 26, 2026 07:04

  IndusInd Bank PAT at ₹1,176 crore as provisions dip and other incomes increase

  IndusInd Bank posted a standalone net profit of ₹1176 crore as the private bank halved its provisions in the quarter-ended September 30 2026, as against a loss of ₹445 crore in the year ago period. The bank however increased its net profit by 17.3 per cent sequentially. The bank’s net interest income (NII) increased 3.6 per cent to ₹4569.5 crore in the reporting quarter as against ₹4409.4 crore in the corresponding quarter of last year. Sequentially, the NII dipped 2.46 per cent from ₹4684.7 crore in the previous quarter. The bank faired better in terms of other income which includes treasury incomes. The line item improved 36.3 per cent to ₹2,246.8 crore as against ₹1,648 crore in the year-ago period.

• October 26, 2026 07:03

  Bank of India’s Q2FY27 net profit up 25% at ₹3,202 crore

  Bank of India’s second quarter (Q2FY27) standalone net profit rose 25 per cent year-on-year (y-o-y) to ₹3,202 crore, with the bottomline being supported by a healthy increase in net interest income and other income even as there was a significant jump in non-performing asset (NPA) provisioning. Global deposits (domestic and overseas) of India’s sixth largest public sector bank, which logged a net profit of ₹2,555 crore in the year ago period, grew at faster clip (of 21.60 per cent y-o-y) as compared to global advances (of 20.58 per cent). Rajneesh Karnatak, MD & CEO, said: “As we progress through the second half of FY27, the emphasis will be on strengthening the bank’s competitive position, deepening customer relationships, and leveraging emerging opportunities across the banking landscape.”

• October 26, 2026 07:02

  26 stocks closed below their previous five-year lows on 23 October 2026.

  A stark sign of deepening weakness across these stocks.

  🔻IEX 

  🔻ZEEL 

  🔻Dabur 

  🔻IRCTC 

  🔻Sanofi 

  🔻Trident 

  🔻H.G.Infra 

  🔻CONCOR

  🔻Symphony 

  🔻PI Industries 

  🔻Praj Industries 

  🔻VST industries 

  🔻Vinati Organics 

  🔻Tata Chemicals 

  🔻Bharat Rasayan

  🔻India Pesticides 

  🔻Stovec Industries 

  🔻Blue Dart Express 

  🔻Himatsingka Seide 

  🔻Heidelberg Cement

  🔻KNR Constructions 

  🔻Spandana Sphoorty 

  🔻Shree Renuka Sugar 

  🔻Thirumalai Chemicals 

  🔻Greenpanel Industries 

  🔻Hinduja Global Solutions

  🔻CG Consumer Electricals 

• October 26, 2026 07:02

  CG POWER & INDUSTRIAL SOLUTIONS Q2 FY27

  Net Profit: ₹409 Cr ↑44% YoY | ↑33% QoQ

  Revenue: ₹3,802 Cr ↑30% YoY | ↑16% QoQ

  EBITDA: ₹540 Cr ↑43% YoY | ↑36% QoQ

  EBITDA Margin: 14.2% vs 12.9% YoY | 12.1% QoQ

• October 26, 2026 07:02

  GNA: Q2 SL NET PROFIT 441M RUPEES VS 312M (YOY)

  GNA: Q2 EBITDA 815M RUPEES VS 611M (YOY); Q2 EBITDA MARGIN 15.64% VS 17.57% (YOY)

  GNA: Q2 REVENUE 5.2B RUPEES VS 3.5B (YOY)

• October 26, 2026 07:01

  Sterlite Technologies — Q2FY27 Results

  Revenue ₹2,529 Cr (+144.6% YoY & +32.4% QoQ)

  EBITDA ₹846 Cr (+500.7% YoY & +113.1% QoQ), including a one-time gain of ~₹161 Cr from a US tariff refund

  EBITDA Margin 33.5% (+1,990 bps YoY & +1,270 bps QoQ)

  EBIT ₹737 Cr (+1108.20% YoY & +136.22% QoQ)

  Net Profit ₹517 Cr (+12825.00% YoY & +162.44% QoQ)

  Record order book of ₹35,274 Cr

• October 26, 2026 07:01

  Shriram Finance: FY27 AUM growth guidance cut to 16-17% (from 18% earlier)

  Credit cost guidance for FY27 increased to 2.3%-2.4% (from 2% earlier)

  Saw stress in MSME predominantly because of cash flow mismatches in customers from drought-affected regions

• October 26, 2026 07:00

  Kalyan Jewellers: FY2026 Annual Report analysis: Kotak Securities Research

  Kalyan Jewellers’ FY2026 annual report highlights: (1) 43% yoy revenue growth, driven by about 56% yoy increase in gold prices and franchisee billing; (2) adjusted for GML and leases, FCF post interest turned negative at Rs10.4 bn on rising inventories that were partially offset by first-time supplier finance of Rs17.9 bn; (3) the FOCO model has lowered the standalone inventory days to 126 days from 191 in FY2022; (4) the standalone hedge cover rose materially, alongside a first-time Rs228 mn ineffectiveness charge; (5) Candere achieved profitability in 2HFY26, along with a 19X rise in receivables; (6) an improvement in Middle East earnings, with continued parent support; and (7) Kalyan’s RoE gap with Titan is mainly net-margin-led.

• October 26, 2026 07:00

  Mcap of eight of the top-10 firms erodes by ₹1.55 lakh cr; HDFC Bank, Bajaj Fin biggest laggards

  The combined market valuation of eight of the top 10 most valuable firms fell by ₹1.55 lakh crore last week, with HDFC Bank and Bajaj Finance accounting for most of the losses.

  In a holiday-truncated week, the 30-share BSE Sensex tumbled 1,605.44 points, or 2.15 per cent, while the 50-share NSE Nifty slumped 546.15 points, or 2.36 per cent.

  Tracking the weak trend in equities, the total market capitalisation of BSE-listed firms fell by ₹20,78,774.28 crore over four sessions to ₹4,51,83,393.14 crore from ₹4,72,62,167.42 crore recorded on October 16. Read more

• October 26, 2026 07:00

  Sagility(Reco: Buy, FV: 57) - Growth moderates, margins outperform: Kotak Securities Research

  Sagility reported an inline quarter on revenues, while sharp margin expansion was a notable highlight, driving an increased adj. EBITDAM outlook for FY2027E to 25-26%. The organic revenue growth outlook was retained at low double digits, with normalized seasonal revenue mix. Sagility continues to execute its M&A playbook to expand the addressable market and maintain broad-based growth, demonstrated by the recent acquisitions of CareSeed and Chirok Health. We expect the company to maintain low double-digit growth in the medium term. We raise FY2028-29E EPS by ~5% on higher profitability assumptions. Revise FV to Rs57 on roll-forward. Maintain BUY.

• October 26, 2026 06:59

  Colgate-Palmolive (India)(Reco: Reduce, FV: 1840) - Elevated A&P spend weighs on profitability: Kotak Securities Research

  CLGT’s volume/revenue growth of ~8%/12% in 2Q translates into a 2Y CAGR of flat/2.5%, implying a ~100/200 bps deceleration in value/volume CAGR versus 1Q. EBITDA margin declined 290 bps yoy to 27.8%, a 4-year low, as A&P spends (+40% yoy) increased 365 bps to 18.5% of sales. While management had indicated higher A&P spends to accelerate premiumization, the magnitude of the increase is surprising, and growth is modest on a 2-year CAGR basis. We expect growth to accelerate or A&P spends to normalize in the coming quarters. We cut estimates, roll over and revise FV to Rs1,840 (from Rs1,925).

• October 26, 2026 06:59

  Swiggy(Reco: Buy, FV: 310) - High investments in food+QC drag down profitability : Kotak Securities Research

  Swiggy’s food delivery GOV grew 18% yoy in 2QFY27 and was 1.1% behind our estimates. Instamart’s NOV grew 35% yoy and 13.4% qoq, although CM worsened sequentially and absolute EBITDA loss was higher than expected at Rs9.0 bn. The revenue and profitability gap between Instamart and Blinkit continues to widen. Blinkit’s accelerated store expansion plans are likely to strain Instamart’s growth and profitability further. We once again increase Instamart’s loss forecasts and consequently ascribe nil valuation to it. We also trim FD margin estimates, resulting in a new FV of Rs310 (Rs360 earlier)

• October 26, 2026 06:58

  Results: Nippon AMC(Reco: Reduce, FV: 1050) - Healthy operating performance: Kotak Securities Research

  NAM delivered healthy core earnings growth in 2QFY27, with core PBT rising ~25% yoy and management fees growing ~20% yoy. However, headline PAT declined 6% yoy due to a one-time settlement charge related to investments in Yes Bank AT-1 bonds by certain Nippon schemes. Overall MF and equity AUM grew 20% yoy. Yield moderated qoq amid a favorable equity AUM growth. While fund performance has dipped, steady flows continue to support flow market share above AUM market share. We believe Nippon’s superior earnings growth outlook and valuation premium reflect its strengths. Retain REDUCE with a revised FV of Rs1,050.

• October 26, 2026 06:57

  Results: Havells India (Reco: Add, FV: 1250) - A concentrated beat on profitability: Kotak Securities Research

  Havells reported 35%/31% yoy growth in topline/EBITDA, ~8%/3% ahead of our estimates. The strong beat in switchgear segment (+31%/49% yoy sales/EBIT and near-DD volume growth) was led by some sales spillover from 1Q and price hikes. W&C’s margin was impacted by RM volatility and higher investments, whereas Lloyd incurred an EBIT loss of Rs1 bn due to RM inflation and the under-absorption of costs. Management noted a positive outlook for both demand and margins heading into the festive season. We tweak earnings and maintain ADD with an unchanged FV of Rs1,250.

• October 26, 2026 06:57

  Results: SRF(Reco: Sell, FV: 2210) - Specialty chemicals margin decline is a near-term worry: Kotak Securities Research

  SRF’s 2QFY27 earnings reflected pronounced margin pressures in the specialty chemicals segment. While the company has a host of growth projects lined up for the coming years, earnings growth acceleration may have to wait until FY2029 and valuations still seem to fully price in most optionalities. We revise our SoTP-based September 2027E Fair Value to Rs2,210 (down from Rs2,380) and leave our rating unchanged at SELL.

• October 26, 2026 06:56

  INFY 2QFY27: Miss in revenue; Guidance cut again; Strong deals

  • Rev grew 1.2% QoQ CC, v/s est of 1.4% QoQ CC. Organically rev was grew 0.7% QoQ (In this also 50bps was one time reversal). On a YoY basis revenue grew 1.5% YoY CC.
  • Hi Tech dipped sharply by 10.6%, while retail dipped 9% QoQ. FS grew 1.6% QoQ, Energy/Life Sciences grew sharply by 7.3%/6.3% QoQ
  • FY27 revenue growth guidance cut to 1%-2% from 1.5-3.0% incl acquisitions. Excl acquisition guidance for FY27 would be -0.7 to +0.3%. Our est was 50bps cut on top end. On the upper end CQGR implied is 0.3%
  • Operating margin guidance maintained at 20-22%
  • Adj. EBIT margins at 21.0% (-10 bps QoQ), in-line.
  • Deal wins at 5.2b very strong, inc one deal over USD 2bn; 62% net new.
  • Company saw 2 client addition in the USD50mn and 1 in USD 100m
  • Headcount increased by 4480 employees total at 332.5k QoQ
• October 26, 2026 06:54

  Tata Motors (CV) – H1FY27 market share 36.2%

  Tata Motors (CV) – H1FY27 market share 36.2% (+110bps); CV passenger +500bps to 41.1%; ILCV -170bps to 36.3% on supply constraints | Further ~150-200bps commodity impact guided for Q3FY27 | Cumulative price hikes (~1%, 2%, 2.5%, 1-2% from 1 Oct) not fully offsetting inflation | Q3FY27 industry growth seen high single to low double digits; ILCV and CV passenger double digits | Indonesia order over FY27-28 at ~4.5-5k units a month 

• October 26, 2026 06:54

  CG Power – Power systems order book ₹190billion, +81%

  CG Power – Power systems order book INR190b, +81% YoY | Power systems export inflows +~200% QoQ | Power systems execution +41% YoY; high double-digit growth to sustain | Capacity - Bhopal T3 +10,000 MVA to 75,000 MVA (INR680m, 12-15 months) | Core capex ~INR10b in FY27, INR7-8b in FY28 (ex-OSAT) | Margins to be held via efficiency rather than more price hikes | Motor margins at double digits after 30%+ price hikes over 12 months 

• October 26, 2026 06:53

  Shriram Finance – FY27 AUM growth guidance cut to 15-17% from 18%

  Shriram Finance – FY27 AUM growth guidance cut to 15-17% from 18% on weak monsoon and West Asia | Credit cost up to 2.03% from 1.66% QoQ; could stay 30-40bp elevated for one or two quarters; FY27 below 2.3%, long term ~2% | NIM near current levels for 1-2 quarters, then ~9% medium term and ~8.5% long term | Expected ~100bp CoF reduction now less certain; incremental borrowing could rise to 8.3-8.35% from ~8% | Drought caution in Maharashtra, Karnataka and Telangana | IRDAI draft could halve insurance commissions: ~INR1b hit on ~INR3.5b | 

• October 26, 2026 06:53

  Coforge – FY27 EBIT margin guidance raised to 16%

  Coforge – FY27 EBIT margin guidance raised to 16% from 15.5%; 4QFY27 at 17%, FY28 at or above 17% | Order intake above USD1b (+102% YoY) | Executable order book at an all-time high of USD2.4b (+45% YoY) | Eight or more large deals guided for 3QFY27, potentially beating 2Q | Encora to grow in line with Coforge from 3QFY27 | Gross margin uplift from 3Q or 4QFY27 ; AI efficiencies in fixed-price contracts from 4QFY27 | 4QFY27 exit EPS indicated at ~INR19-20 vs INR13.3

• October 26, 2026 06:52

  Movers & Shakers: Stocks that will see action this week

  Movers & Shakers: Stocks that will see action this week

  Market movers: Eternal, PVR Inox, and Union Bank of India chart outlooks signal rallies, bullish breakouts, and key support levels this week.

• October 26, 2026 06:52

  Infosys Conference Call Outcomes – FY27 CC growth guidance cut to 1-2% YoY

  Infosys – FY27 CC growth guidance cut to 1-2% YoY | H1 TCV ~USD8.8b, +~28% YoY | Net-new 7-year mega deal above USD2b with an FS client transitions from late Q4, adding over 1% to FY28 growth with no margin impact | AI-first revenue ~10.5% of total, +~29% QoQ from ~8.2% and ~5.5% in Q3FY26 | *AI growth to offset legacy deflation | H2 margin headwinds - wage hikes (Oct and Jan), amortisation, softer seasonality, 

• October 26, 2026 06:50

  US MANUFACTURING PMI CAME IN HOT AT 56

  US S&P Global Manufacturing PMI (October flash): 56.0. Expected: 55.5. Previous: 55.9.

  Factories are growing faster than expected. That keeps the economy strong while inflation is already at 3.7%. A strong economy gives the Fed room to keep hiking.

  The Fed meets on October 27-28. Hike odds go up. Stocks and crypto feel the pressure.

• October 26, 2026 06:49

  Stocks to watch, Oct 26: Raymond, RailTel, KEC Intl, Honasa, BL Kashyap, Lupin, Orchid Pharma, Gland Pharma among 15 stocks to remain in focus

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  Stocks to watch October 26: Raymond, RailTel, KEC Intl, Honasa, BL Kashyap, Lupin, Orchid Pharma, Gland Pharma among 15 stocks to be in focus

  Stocks to watch Oct 26: a mix of M&A, contract wins, regulatory updates and new product launches across 15 stocks, from Ray­mond’s rebrand to Lupin’s FDA observation and Orchid Pharma’s Latin American licensing deal.

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• October 26, 2026 06:40

  Sensex Nifty on Friday | Crude surge hammers markets; smallcaps near the brunt

  Crude surge hammers markets; smallcaps near the brunt

  Markets slide as crude surge dents sentiment; small- and mid-cap pain widens while global cues weigh on risk appetite.

• October 26, 2026 06:36

  US Market Outlook: Indices look vulnerable

  The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite index fell sharply towards the end of the week failing to sustain the initial rise. The Dow Jones managed to close the week in green. However, the S&P 500 and NASDAQ Composite indices fell for the second consecutive week. On the charts, the picture remains weak for the US benchmark indices. We can expect them to fall further from here. Read more

• October 26, 2026 06:35

  Nifty 50 Prediction for the week: Supports can cushion the fall

  Nifty 50, Sensex and Nifty Bank index fell over 2 per cent each, last week. The sharp fall has caused some fear in the market. However, on the charts, Nifty and Sensex look broadly range-bound over the last few weeks. They also have a crucial support which is likely to limit the downside. Nifty Bank index is also having an important support near current levels.

  As long as the benchmark indices sustain above their crucial support, there is no major change in our broader positive outlook. The indices have to break the support to come under the danger of seeing more fall. Only then our bullish view will go wrong. Read more

• October 26, 2026 06:32

  Stock to buy today: Leela Palaces Hotels & Resorts (₹577.70)

  Stock to buy today: Leela Palaces Hotels & Resorts (₹577.70)

  Technical analysis-based stock note on Leela Palaces Hotels & Resorts: buy at ₹577, accumulate at ₹560, with targets up to ₹670 and dynamic stop-losses.

Published on October 26, 2026