For FY26, Amara Raja has planned ₹1,200 crore in capex, split into ₹800 crore for lithium and ₹400 crore for LAB.
Kirloskar Brothers share price rose after the company announced that it has bagged an order from IOCL to supply over 14,000 pump sets.
Around 12:00 noon, Arvind Fashions' share price was trading 2.40 per cent lower at ₹515.35 per share. In comparison, BSE Sensex was trading 0.75 per cent higher at 80,867.76 levels.
Escorts Kubota shares rose following a healthy business update for September. The total sales soared 47.6% Y-o-Y to 18,267 units in Sept 2025, from 12,380 units in Sept 2024.
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.
ACME Solarcontinues to actively bid for utility-scale projects, and incremental awards are essential for building earnings visibility into FY29 and beyond.
Nuvama maintained a 'Buy' rating, underpinned by expectations of a revival in consumption and strategic focus on core categories.
Hindustan Zinc stock has given a range breakout on the daily chart with a large bodied bullish candle. The RSI indicator is rising which confirms the positive momentum.
Hero MotoCorp (HMCL) reported a strong start to the festive season with robust traction across dealerships and expects record festive sales.
At 1:00 PM, Concord Enviro Systems share price continued to trade higher, up 1.56 per cent at ₹506.75, outperforming the benchmarks, which was trading flat at 80,399.43 levels.
Nuvama flagged 'high valuations' and 'near-term industry weakness' as key reasons for caution, even as structural positives remain intact.
Around 11:00 AM, DCX Systems shares were off day's high, but continued to trade 1.2 per cent higher at ₹240.05 per share. By comparison, BSE Sensex was trading flat at 80,417.21 levels.
Polycab has established itself as a clear leader in the domestic organised C&W market with ~26-27 per cent share, up from ~18-19 per cent in FY20.
Elara Capital cautions that the near-term pricing environment remains weak, with operating leverage and higher costs likely to weigh on profitability in Q2FY26 and potentially spill over into Q3FY26.
In the past one month, the company engaged in computers hardware & equipments business has zoomed 70 per cent, as against 1 per cent gain in the BSE Sensex.
At 12:00 noon, Azad Engineering share price was trading 1.16 per cent higher at ₹1,575 per share. In comparison, BSE Sensex was trading flat at 80,437.14 levels.
At 11:00 AM, Vascon Engineers share price was trading 8.36 per cent higher at ₹62.73. By comparison, BSE Sensex was trading 0.32 per cent higher at 80,684.58 levels.
Motilal Oswal analysts retained their 'Buy' rating on BEL with a target price of ₹490, based on 45 times September 2027 estimated earnings.
Analysts at Nuvama have revised their target price on the Jindal Steel stock to ₹1,426 from ₹1,193 earlier, valuing it at 7x FY28E EV/Ebitda, and reiterated a 'Buy' rating.
September auto sales expectations: Analysts cite the start of festive sales from September 22, improved finance availability, dealer inventory build-up, and positive rural sentiment as key drivers.