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]

Daily Corporate & Economy Report — 6 October 2025

Key Corporate Developments

Bondada Engineering: Received sanction from Bank of Baroda for enhanced credit facilities to support project execution. The company reported an order book of ₹5,044 crore (as of April 1, 2025) and expects new orders worth ₹6,250–7,000 crore, targeting a closing order b…[Read more]

Daily Market Update — 6 October 2025

Macro & Market Overview

RBI Policy: The central bank maintained the repo rate at 5.5%, signaling continued vigilance on inflation but confidence in India’s growth trajectory.

Rupee & Currency Flows: The rupee remained under mild pressure due to global tariff tensions, though RBI intervention in offshore mar…[Read more]

Preview: 6–11 Oct 2025

What Will Drive Markets

Q2 Earnings Kickoff

o TCS is expected to report Oct 9 — this will set the tone for IT and export names.

o Banks, NBFCs, and consumer staples will follow — guidance, margins, and credit trends will be scrutinized.

IPO Debut / Subscription Trends

o Tata Capital’s IPO is expected to dominat…[Read more]

Weekly Review: 29 Sept – 4 Oct 2025

Market Snapshot & Trend

• After several volatile sessions in late September, the equity markets staged a modest rebound. The Sensex rose ~224 points (≈ 0.28%) on Oct 3, while the Nifty gained ~58 points (≈ 0.23%) to close around 24,894.

• Over the week, indices were up ~0.97% (both Sensex & Nifty) on a holi…[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]

Nikkei 225 — The Breakout Story

Why the Rally?

Corporate Reforms: Stronger governance, higher shareholder returns, and record buybacks.

Ultra-Loose BOJ Policy: Negative rates and aggressive QE kept liquidity abundant.

Yen Weakness: A boon for exporters, driving earnings growth.

Valuation Reset: Japan Inc. re-rated from “cheap” to “attr…[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]