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Tanmay Tiwary specialises in covering equity markets, focusing primarily on sectors like automobile, FMCG, and new-age/internet companies. With nearly 5 years of experience in leading media organisations, his journey began with HT TechCircle (then NewsCorp TechCircle), followed by roles at CNBC, Republic. He has also worked with Forbes and Sportskeeda in the past. Academically, he holds two post-graduate degrees, one in broadcast journalism from the Indian Institute of Journalism and News Media, Bengaluru, and another in Mass Communications from the University of Leicester. He completed his undergraduate studies in journalism and mass communications from IP University in 2018.
Tanmay Tiwary specialises in covering equity markets, focusing primarily on sectors like automobile, FMCG, and new-age/internet companies. With nearly 5 years of experience in leading media organisations, his journey began with HT TechCircle (then NewsCorp TechCircle), followed by roles at CNBC, Republic. He has also worked with Forbes and Sportskeeda in the past. Academically, he holds two post-graduate degrees, one in broadcast journalism from the Indian Institute of Journalism and News Media, Bengaluru, and another in Mass Communications from the University of Leicester. He completed his undergraduate studies in journalism and mass communications from IP University in 2018.
Vedanta's consolidated revenue for Q2FY26 rose 6 per cent Y-o-Y to ₹39,218 crore, while Ebitda jumped 12 per cent Y-o-Y to ₹11,612 crore, with margins expanding 69 bps to 34 per cent.
Dabur Q2 results: Dabur reported a 5.4 per cent year-on-year (Y-o-Y) rise in consolidated sales, led by 4.3 per cent growth in the domestic business, while India volume growth stood at 2 per cent.
Tata Motors Demerger: The aim the company stated was to let each business pursue its own strategy, capital allocation and valuation.
Brokerages were unanimous that the non-cigarette FMCG business remains a bright spot in ITC's portfolio.
Swiggy's food delivery (FD) arm continued its solid performance in the September quarter (Q2FY26), driven by sustained order growth and operational efficiency.
Nuvama has reiterated its 'Buy' rating, raising the sum-of-the-parts (SOTP)-based target price to ₹413 (from ₹401 earlier).
PB Fintech shares rose after the company reported a strong September quarter (Q2FY26) performance, driven by robust growth in its insurance segment.
Motilal Oswal, however, remained upbeat on Coal India, calling the earnings a 'big miss due to high costs' but maintaining its 'Buy' rating with a target price of ₹440.
Analysts at Nuvama noted that APL Apollo launched its new 'SG Premium' product line at around ₹49,500 per tonne to counter competition from secondary steel players.
Maruti Suzuki Q2 Preview: Maruti Suzuki India will likely announce its September quarter results on October 31, 2025.
While earnings came in ahead of expectations for M&M Financial Services, analysts remain watchful of persistently high credit costs and moderation in asset growth.
The Street expects TVS Motor's consistent outperformance, new launches, and EV traction to sustain earnings momentum, even as some brokerage houses flag valuation concerns.
Groww's active client base has grown at a remarkable FY21-25 compound annual growth rate (CAGR) of 101.7 per cent, sharply outpacing the industry's 27 per cent and AngelOne's 48.3 per cent.
Brokerages maintained a positive stance on SRF, highlighting continued margin strength, steady volume growth, and the company's strategic capex expansion.
Hyundai Motor India will release its September quarter of financial year 2026 (Q2FY26) results on October 30, 2025.
Anand Rathi believes IndiGo's disciplined low-cost structure, commanding market share, and strategic global expansion make it a long-term compounding story in Indian aviation.
On the bourses around 9:30 AM, PNB Housing share was trading flat at ₹927.45 apiece. By comparison, BSE Sensex was trading marginally higher at 84,792.25 levels.
Nomura said Sona's ability to add orders across segments despite a weak EV backdrop reflects its growing engineering depth.
On the bourses, Tata Steel shares rose as much as 1.91 per cent to hit a fresh 52-week high of ₹177.85 per share.
At 10 AM, SBI Life share price continued to trade in the northward direction, up 3.37 per cent at ₹1,902.60 per share. By comparison, BSE Sensex was trading 0.57 per cent higher at 84,695.60 levels.