India Inc Earnings
Why is India Inc dragging its feet on investments despite strong optimism?
A closer look at demand visibility, firm strategy, and the role of long-term FDI shows why private investment remains slow even in a strong economy
 "Why is India Inc dragging its feet on investments despite strong optimism?")
Midcaps shine in Q2 as cycle bottoms, says Motilal Oswal; OMCs, Metals lead
Corporate earnings logged a 3rd straight quarter of double-digit growth, underpinned by strong performances from OMCs, Metals, Telecom, Technology, Cement, NBFCs - Lending, and Capital Goods.
 "Midcaps shine in Q2 as cycle bottoms, says Motilal Oswal; OMCs, Metals lead")
Best of BS Opinion: Government must continue with trimming its QCO list
Today's Best of BS Opinion looks at Bihar's fiscal test after NDA win, pushback against QCOs, Trump's tariff stance and India's options, India Inc earnings vs GDP, and a biography of Francis Crick
 "Best of BS Opinion: Government must continue with trimming its QCO list")
Commodities spur India Inc's Sep qtr showing; other key sectors struggle
Other key sectors such as IT Services, FMCG, Banking and Power however continue to struggle with low single digit growth in revenues and earnings
 "Commodities spur India Inc's Sep qtr showing; other key sectors struggle")
7 stocks gain up to 104% in FY26 as PAT up over 50% in Q1, Q2; Buy or sell?
BSE, Hitachi Energy, GE Vernova, Syrma SGS, Force Motors, HBL Engineering and Laurus Labs have gained more than 50% each after these companies reported over 50% growth in profit in Q1 and Q2 of FY26.
 "7 stocks gain up to 104% in FY26 as PAT up over 50% in Q1, Q2; Buy or sell?")
India, US trade deal not priced in yet; can bring back FII flows: Analysts
Goldman Sachs sees a case for India to perform better next year, with growth-supportive policies, earnings revival, supportive positioning and defensible valuations
 "India, US trade deal not priced in yet; can bring back FII flows: Analysts")
Stocks to Watch today: Bajaj Finserv, Biocon, BSE, Groww, TMCV, Tata Power
Stocks to Watch today: Groww, Tata Motors CV, Bajaj Finserv, Biocon, Bharat Forge, BSE and Tata Power are among the stocks to watch today, November 12, 2025
 "Stocks to Watch today: Bajaj Finserv, Biocon, BSE, Groww, TMCV, Tata Power")
Ola Electric shares slip 2% after ₹418-crore Q2 loss; check guidance here
Ola Electric Mobility shares fell 2 per cent after the EV maker reported a net loss of ₹418 crore in the September quarter
 "Ola Electric shares slip 2% after ₹418-crore Q2 loss; check guidance here")
Grasim shares slide 5% after Q2 results; what's weighing the stock down?
Rakshit Hargave, who resigned as the CEO of Birla Opus Paints, is set to take over as ED and CEO of Britannia Industries
 "Grasim shares slide 5% after Q2 results; what's weighing the stock down?")
Delhivery slumps 8% even as analysts affirm 'bright outlook' after Q2 loss
Delhivery reported a consolidated loss of ₹50.49 crore for the September quarter against a profit of ₹10.20 crore in the year-ago period
 "Delhivery slumps 8% even as analysts affirm 'bright outlook' after Q2 loss")
Nifty IT set for best month since July 2024; but is it out of the woods?
Analysts remain mixed on IT stocks' outlook, with some cautioning that the optimism around the technology pack could be short-lived
 "Nifty IT set for best month since July 2024; but is it out of the woods?")
ITC Hotels stock upgraded to 'Add' at JM Financial after Q2; check target
JM Financial revised the ITC Hotels' target price to ₹235 per share, from ₹215 apiece earlier, after it reported its Q2 earnings
 "ITC Hotels stock upgraded to 'Add' at JM Financial after Q2; check target")
Laurus Labs shares drop 3% despite analysts' bullish outlook; details here
Laurus Labs reported a strong Q2 FY26 performance, with consolidated net profit soaring multifold to ₹194.97 crore, compared with ₹19.78 crore in Q2 FY25
 "Laurus Labs shares drop 3% despite analysts' bullish outlook; details here")
Earnings revival to liquidity boost: Key factors to watch this Samvat 2082
Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082
 "Earnings revival to liquidity boost: Key factors to watch this Samvat 2082")
RIL Q2 results preview: Jio, O2C may aid growth; retail biz could lag
Reliance Q2FY26 results may show muted earnings Q-o-Q. Jio & oil-to-chemicals could boost Ebitda, while upstream business may weaken. RIL Q2 results are due on Oct 17, 2025
 "RIL Q2 results preview: Jio, O2C may aid growth; retail biz could lag")
ICICI Bank Q2 results preview: Analysts eye muted profit growth, weak NIM
ICICI Bank is likely to report muted Q2FY26 earnings on October 18, with net profit up 4-5% YoY and muted NIMs. Analysts expect steady loan growth, controlled credit costs, and high provisions
 "ICICI Bank Q2 results preview: Analysts eye muted profit growth, weak NIM")
Oberoi Realty shares soar 6% as Q2 profit jumps 30% YoY; details here
Oberoi Realty share price rose after it reported a 29 per cent Y-o-Y rise in net profit for Q2 FY26 to ₹760.3 crore
 "Oberoi Realty shares soar 6% as Q2 profit jumps 30% YoY; details here")
HDB Financial shares drop as Q2 profit slips marginally; Q2 breakdown here
HDB Financial Services shares fell 1 per cent after the NBFC reported a slight drop in its profit for Q2 FY26
 "HDB Financial shares drop as Q2 profit slips marginally; Q2 breakdown here")
Indian Inc raises ₹5.47 trillion in bonds H1FY26, Q2 sees slowdown
While Q1 saw robust issuance; Q2 was muted but outlook for Q3 is positive
 "Indian Inc raises ₹5.47 trillion in bonds H1FY26, Q2 sees slowdown")
Ashiana Housing shares drop 2% as Q2 update disappoints; details here
Ashiana Housing shares fell 2 per cent after the developer reported a 43.4 per cent decline in area booked Y-o-Y
 "Ashiana Housing shares drop 2% as Q2 update disappoints; details here")
