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Market Summary
Indexes
The market moved sideways today, showing that buyers and sellers are both hesitant to make big moves.
The market moved sideways today, showing that buyers and sellers are both hesitant to make big moves.
Market data: Live data is still warming up. Refresh shortly for a fuller market read.
What Happened in the Market Today
Infrastructure: Delhi–Haridwar road link is expected to open in two months, according to Gadkari. Better connectivity could support regional economic activity.
Oil and commodities: , Zydus Lifesciences and Sun Pharma were named as near-term F&O picks by Jay Thakkar. Rising crude can pressure the rupee, trade balance and margins.
Policy and liquidity: RBI Governor urged states to adopt ULI and programmable CBDC for direct benefit transfers. These tools could influence bank funding and liquidity.
Earnings
Tata Capital: Q2 net profit rose 51% on higher income. The sharp improvement could drive a strong stock reaction.
Bajaj Auto: Q2 profit rose 35%; Maruti Suzuki and Cipla reported lower profits. Several other companies also posted mixed results.
L&T: Q2 profit rose 33% on healthy order inflow despite the Iran war. The result could trigger a strong stock reaction.
What to Watch
India VIX: Fell 4.41% to 16.4. Volatility eased slightly, but sudden swings remain possible.
LATEST UPDATES
Mint Markets
OneSource Specialty Pharma shares jump 14% after Q2 results; recover 50% from recent lows
OneSource Specialty Pharma shares rose nearly 14% after the company reported Q2 revenue growth of 37% year-on-year and adjusted profit after tax of ₹93.7...
Key Takeaway
Strong Q2 recovery highlights momentum, but investors should verify sustainability after the sharp rebound from lows.
Economic Times
Tata Capital Q2 net profit rises 51% on higher income
Tata Capital’s second-quarter net profit rose 51% year-on-year to Rs 1,660 crore, supported by higher interest income and loan growth.
Key Takeaway
Rising profit supports Tata Capital’s growth narrative, though valuation and asset-quality trends remain crucial before investing.
BL Economy
Finance Ministry sets Nov 1 to implement simplified post-sale discount rules, 90% provisional refunds for IDS
A key change is related to post-supply discounts
Key Takeaway
Faster refunds and simpler discount rules could improve cash flows for businesses involved in India’s indirect-tax system.
Economic Times
Ahead of Market: 10 things that will decide stock market action on Wednesday
Sensex and Nifty closed marginally lower as elevated crude oil prices and Fed uncertainty tempered sentiment.
Key Takeaway
Wednesday’s market direction may hinge on global cues, domestic earnings, macro data, and institutional flows affecting volatility.
BL Economy
RBI Governor urges States to onboard onto ULI, utilise Programmable CBDC for Direct Benefit Transfers
RBI Governor Sanjay Malhotra urged states to adopt UPI-linked lending, leverage CBDC for direct transfers, and strengthen fiscal health nationwide
Key Takeaway
ULI and programmable CBDCs could expand digital credit and welfare efficiency, benefiting fintech and banking ecosystems over time.
BL Economy
Delhi–Haridwar road link to open in two months: Gadkari
Gadkari said improved road connectivity to religious destinations would help boost tourist arrivals and create jobs.
Key Takeaway
The new road link could boost regional connectivity, logistics activity, tourism, and infrastructure-linked companies in North India.
BS Economy
Expenditure quality key to states' long-term fiscal health: RBI Governor
RBI Governor Sanjay Malhotra urged states to improve expenditure quality, adopt prudent borrowing and cash management practices, and use ULI and programmable CBDC for...
Key Takeaway
States’ spending composition matters for future deficits, interest rates, and the sustainability of India’s broader economic growth.
Economic Times
Waaree Energies Q2 Results: Profit falls 15% YoY to Rs 719 crore, revenue rises 24%
Waaree Energies reported a 14.7% year-on-year profit decline to Rs 718.68 crore in Q2FY27, despite 23.9% revenue growth.
Key Takeaway
Waaree’s revenue growth masks declining profit, signalling margin pressure investors should monitor despite the solar-sector opportunity.
Hindu Business Line
Q2 Results Today Live: Bajaj Auto Q2 PAT up 35%, Maruti Suzuki & Cipla profit down, ACC, Mazagon Dock PAT tumbles, Honeywell Automation PAT up, L&T, Vedanta Iron, Waaree Energies, SAIL, SBI Life, Tata Capital, Star Health, ABDL to announce Q2 results
Stay tuned to businessline for more business, financial and stock market news.
Key Takeaway
Mixed earnings underline the need for stock-specific analysis rather than assuming broad market strength from headline results.
Hindu Business Line
Cent raises $15 million in Series A co-led by Blume Ventures and SPC; to build full stack preventive health platform for India
The funding will go into this R&D and into growing Cent’s AI, engineering and clinical teams
Key Takeaway
Cent’s funding validates preventive healthcare demand, but execution and monetisation risks remain significant for prospective startup investors.
Mint Companies
Nalwa Aero tests electric flying taxi: Indian startups ‘set to redefine how we fly’, says Minister Rammohan Naidu
The Punjab-based company explores air taxis, medical evacuations and cargo transport; the aircraft requires further testing and regulatory approvals before commercial operations.
BL Economy
Domestic air passenger traffic declines 6.49% in September
According to industry insiders, a traditionally weak travel period, along with high airfares and capacity constraints, led India’s domestic air passenger traffic to decline...
Mint Companies
SC bars creditors from withdrawing insolvency plan over improved finances
Under the Insolvency and Bankruptcy Code (IBC), neither the CoC nor the resolution applicant can withdraw the approved resolution merely by stating that certain...
BL Economy
As India depends more on mills to start sugar production in Nov, rains may spoil plans in UP
According to the ISMA, in the 2025–26 sugar season that ended September 30, the closing stock was about 36 lt, which provided a base...
BL Economy
Govt working to simplify Press Note 2 paperwork for border-country investors
But India goes slow on China’s ask for wider relaxation as border tensions persist