The Hero MotoCorp stock rose as much as 3.95 per cent to ₹5,749 before trading 3.84 per cent higher at ₹5,743 around 11:30 am, outpacing the Sensex's 0.15 per cent gain.
On the bourses, Tata Motors PV shares bled, with the stock dropping up to 7.26 per cent to hit an intraday low of ₹363.15 per share.
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.
Strong top-line growth, resilient volumes, and sustained execution strength kept analysts confident about the company's medium-term outlook, with most brokerages maintaining a 'Buy' or 'Add' rating.
Oswal Pumps shares gained after the company posted a strong performance for the September quarter of FY26 (Q2FY26).
The Sensex declined up to 0.51 per cent to an intraday low of 84,042.75, while the Nifty50 slipped 0.44 per cent to 25,764.90.
Aether Industries' share price gained today after the company posted a strong set of quarterly numbers in the September quarter of financial year 2026 (Q2FY26).
JM Financial noted that Eicher posted a consolidated operating margin of 24.5 per cent in Q2FY26, about 50 basis points (bps) below its estimate.
Marine Electricals (India) shares surged after the company announced that it has bagged multiple new orders worth about ₹175 crore.
Info Edge Share Buy, sell or hold: At 11:30 AM, the Info Edge (India) stock was trading 1.19 per cent lower at ₹1,360.60, even as the BSE Sensex gained 0.33 per cent to 84,743.91.
On the bourses, HAL share price was trading 0.27 per cent lower at ₹4,734 per share at 10 AM. By comparison, the BSE Sensex was trading flat at 84,463.92 levels.
As TMPV begins its independent journey, analysts caution that several structural risks - from slower EV adoption to JLR's global dependence - could weigh on its growth trajectory.
ICICI Securities, which had upgraded the Asian Paints stock in June 2025, said several tailwinds are now in place.
At 1:15 PM, Lupin share price was trading 1.90 per cent higher at ₹2,013.20 per share. In comparison, BSE Sensex was trading 0.91 per cent higher at 84,632.82 levels.
At 12:35 PM, ONGC shares were trading 1.66 per cent higher at ₹253.60 per share. By comparison, BSE Sensex was trading 0.82 per cent higher at 84,559.73 levels.
The rally came after BSE posted a 61 per cent year-on-year rise in consolidated net profit to ₹558.5 crore for Q2FY26, compared with ₹346.8 crore in the corresponding quarter last year.
While brokerages said the CV cycle appears to be nearing its bottom, they expect growth momentum to pick up from Q4FY26), driven by defence and aerospace segments.
Tata Motors Q2 preview: Key factors to watch will be JLR and India CV demand and margin outlook, analysts at Nuvama said.
Cera Sanitaryware share price dropped after the company reported a weak set of results in the September quarter of financial year 2026 (Q2FY26).
Around 11:00 AM, Swan Defence share price continued to remain locked in the 5 per cent upper circuit at ₹1,036.45 per share. By comparison, BSE Sensex was trading 0.46 per cent lower at 83,148.86.