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Tanmay Tiwary specialises in covering equity markets, focusing primarily on sectors like automobile, FMCG, and new-age/internet companies. With almost five years of experience under his belt, Tiwary has previously worked with HT TechCircle (then NewsCorp TechCircle), CNBC TV, and Republic TV. He has also worked with Forbes and Sportskeeda. He holds post-graduate degrees from the University of Leicester and the Indian Institute of Journalism and News Media, Bengaluru.
Tanmay Tiwary specialises in covering equity markets, focusing primarily on sectors like automobile, FMCG, and new-age/internet companies. With almost five years of experience under his belt, Tiwary has previously worked with HT TechCircle (then NewsCorp TechCircle), CNBC TV, and Republic TV. He has also worked with Forbes and Sportskeeda. He holds post-graduate degrees from the University of Leicester and the Indian Institute of Journalism and News Media, Bengaluru.
On the bourses, Just Dial shares plunged up to 4.51 per cent to hit an intraday low of ₹820.85 per share on Q2 results.
Despite global headwinds and subdued returns in Samvat 2081, analysts expect the coming year to offer selective opportunities across banking, consumption, infrastructure, and technology themes.
LG Electronics India is set to debut on the bourses today, with the grey market premium (GMP) indicating a listing price of around ₹1,570, translating to a 37.7 per cent gain over the issue price.
Stocks to watch today: Oil India, KEC International, JD Cables, and Anant Raj among otherer top stocks to watch today.
As of 9:30 AM, Power Grid shares were trading 0.59 per cent lower at ₹287.45, while CESC fell 0.64 per cent to ₹169.95. By comparison, the BSE Sensex was down 0.29 per cent at 82,260.52 levels.
For the quarter ended September 30, 2025, DMart's standalone revenue rose 15.4 per cent year-on-year (Y-o-Y) to ₹16,219 crore.
Rainbow Children's Medicare, India's only listed pediatric and maternity care chain, operates 22 hospitals and 5 clinics with around 2,235 beds across nine cities.
On the bourses, Tata Elxsi share price dropped as much as 2.99 per cent to an intraday low of ₹5,406.45 per share
While monsoons and consumption deferrals following the GST rationalisation impacted demand in Sep'25, prices largely held firm, signalling resilience in the sector, Nuvama analysts said
On the bourses, Precision Wires India share price rose as much as 2.77 per cent to an intraday high of ₹215 per share.
Ambit analysts see HDFC Bank benefiting from accelerating credit growth, normalisation in cost of funds, and focus on high-yield segments like MSME, gold, and unsecured retail loans.
On the bourses around 9:20 am, Delhivery shares were trading 0.33 per cent higher at ₹468.65 per share. In comparison, BSE Sensex was trading 0.12 per cent higher at 81,867.73 levels.
Nuvama Institutional Equities maintained its 'Buy' rating on the stock, while slightly trimming its target price to ₹1,966 from ₹2,009, reflecting a valuation rollover to Q2FY28E.
Domestic brokerage firm Nuvama analysts forecast a modest sequential slowdown but a healthy ~17 per cent year-on-year (Y-o-Y) Ebitda growth, led by hospitals and diagnostics.
Nomura noted that HDFC Bank is well-positioned to sustain credit growth at system levels or slightly higher through FY26.
Vishal Mega Mart's growth is less capital-intensive, with a sizable portion coming from SSG, Emkay analysts noted.
Marico's India volumes are projected to grow 7 per cent Y-o-Y, while domestic pricing gains are estimated at 26 per cent.
HDFC Securities, in a note dated September 30, maintained its 'Sell' recommendation, due to expensive valuations at 55x estimated September 2027 P/E.
For FY26, Amara Raja has planned ₹1,200 crore in capex, split into ₹800 crore for lithium and ₹400 crore for LAB.
Amber and Syrma are primarily targeting printed circuit board (PCB) manufacturing, while Dixon is focused on backward integration in mobile value chains, specifically camera and display modules.