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Sensex today | Stock Market Highlights: Sensex, Nifty close over 1% lower; private bank, IT stocks push markets lower
Дата публикации: 19-10-2026 11:16:49
Sensex, Nifty, Share Prices : Markets closed over 1 per cent lower on Monday as losses in private banks and IT stocks overwhelmed gains in metals and public-sector lenders.
Основное содержимое страницы с новостью.
SENSEX 73,852.90
-876.37
NIFTY 22,888.95
-257.20
CRUDEOIL 9,557.00
-16.00
GOLD 147,969.00
+ 51.00
SILVER 211,347.00
+ 160.00
SENSEX 73,852.90
-876.37
NIFTY 22,888.95
-257.20
NIFTY 22,888.95
-257.20
CRUDEOIL 9,557.00
-16.00
CRUDEOIL 9,557.00
-16.00
GOLD 147,969.00
+ 51.00
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Sensex, Nifty, Share Prices : Markets closed over 1 per cent lower on Monday as losses in private banks and IT stocks overwhelmed gains in metals and public-sector lenders.
ensex Today, Nifty 50 | Stock Market Updates: Sensex settled 876.37 pts or 1.17% lower at 73,852.90, and Nifty 50 shed 257.20 pts or 1.11% to 22,888.95. Markets will remain closed tomorrow.
THe majority of BSE sectoral indices were in negative territory, with the exception of the public sector banks index, which gained 2.6%. The private banks and IT indices were down 1.3% each.
The top gainers on the Sensex were SBI (up 1.12%), Adani Ports (1.07%), L&T (0.61%) and IndiGo (0.24%). The laggards were led by Axis Bank (-3.85%), UltraTech Cement (2.82%), Infosys (2.72%), Bajaj Finance (2.54%) and Trent (2.43%).
The rupee pared its initial gains and settled lower by 3 paise for the day at 94.92 (provisional) against the US dollar on Monday, weighed down by the sharp fall in the domestic equity markets and a recovery in crude oil prices.
FILTERS UPDATES
- October 19, 2026 16:46(This live blog is now closed)
- October 19, 2026 16:28Rupee falls 3 paise to close at 94.92 against US dollar
The rupee pared its initial gains and settled lower by 3 paise for the day at 94.92 (provisional) against the US dollar on Monday, weighed down by a sharp fall in the domestic equity markets and a recovery in crude oil prices.
- October 19, 2026 15:46Sensex settled 876.37 pts or 1.17% lower at 73,852.90, and Nifty 50 shed 257.20 pts or 1.11% to 22,888.95. Markets will remain closed tomorrow.
- October 19, 2026 15:4616 BANKS. ONE QUARTER. AND THE RESULTS ARE NOT WHAT YOU THINK
India’s banking Q2 FY27 scoreboard is taking shape.
And there’s one thing it makes clear:
There is no single banking story.
Some are winning on scale.
Some on growth.
Some on profitability.
Some on asset quality.
Here’s the snapshot. 👇
🏦 THE Q2 FY27 BANKING SCOREBOARD
1️⃣ HDFC BANK
Total Income: ₹97,258 Cr
PAT: ₹19,510 Cr | +4.7%
2️⃣ ICICI BANK
Total Income: ₹57,157 Cr
PAT: ₹14,843 Cr | +20.1%
3️⃣ AXIS BANK
Total Income: ₹42,949 Cr
PAT: ₹7,003 Cr | +37.6%
4️⃣ CANARA BANK
Total Income: ₹40,931 Cr
PAT: ₹5,175 Cr | +8.4%
5️⃣ PNB
Total Income: ₹38,185 Cr
PAT: ₹5,532 Cr | +12.8%
6️⃣ INDIAN BANK
Total Income: ₹23,059 Cr
PAT: ₹3,462 Cr | +14.7%
7️⃣ IDBI BANK
Total Income: ₹9,865 Cr
PAT: ₹2,205 Cr
8️⃣ CENTRAL BANK OF INDIA
Total Income: ₹11,737 Cr
PAT: ₹1,469 Cr | +21.1%
9️⃣ FEDERAL BANK
Total Income: ₹9,211 Cr
PAT: ₹1,386 Cr | +45.1%
🔟 YES BANK
Total Income: ₹10,521 Cr
PAT: ₹1,080 Cr | +65%
1️⃣1️⃣ UCO BANK
Total Income: ₹8,174 Cr
PAT: ₹786 Cr | +26.8%
1️⃣2️⃣ KARUR VYSYA BANK
Total Income: ₹3,670 Cr
PAT: ₹788 Cr | +37.2%
1️⃣3️⃣ RBL BANK
Total Income: ₹5,402 Cr
PAT: ₹482 Cr | ~+170%
1️⃣4️⃣ SOUTH INDIAN BANK
Total Income: ₹3,264 Cr
PAT: ₹426 Cr | +21.3%
1️⃣5️⃣ PUNJAB & SIND BANK
Total Income: ₹3,747 Cr
PAT: ₹412 Cr | +39.7%
1️⃣6️⃣ UJJIVAN SMALL FINANCE BANK
Total Income: ₹2,449 Cr
PAT: ₹365 Cr | +200%
📊 NOW LOOK AT THE BIG PICTURE
Largest quarterly income:
🥇 HDFC Bank — ₹97,258 Cr
Largest quarterly PAT:
🥇 HDFC Bank — ₹19,510 Cr
Strongest PAT growth among this set:
🚀 Ujjivan SFB — ~200%
🚀 RBL Bank — ~170%
Large-bank profit acceleration:
⚡ Axis Bank — +37.6%
⚡ ICICI Bank — +20.1%
Strong regional/private-bank performance:
🔥 Federal Bank — +45.1%
🔥 Karur Vysya Bank — +37.2%
🔥 South Indian Bank — +21.3%
PSU momentum:
📈 Central Bank — +21.1%
📈 UCO Bank — +26.8%
📈 Punjab & Sind Bank — +39.7%
📈 Indian Bank — +14.7%
📈 PNB — +12.8%
And the most important observation:
SIZE ≠ GROWTH
HDFC Bank remains in a different league in absolute earnings.
But smaller banks are producing much faster percentage growth.
At the same time, growth alone isn’t enough.
A bank ultimately has to balance:
Deposits → Loans → NII → Margins → Credit Cost → Asset Quality → ROA → ROE
That’s where the real banking competition is.
And that’s why Q2 FY27 is so interesting.
16 banks.
16 different stories.
One Indian banking sector.
Figures are Q2 FY27 reported figures. PAT growth is YoY. “Revenue” refers to Total Income for comparability. Figures are not adjusted for exceptional/one-off items; reported numbers are shown as declared by the banks.
Sources: bank regulatory disclosures and Q2 FY27 results reporting.
- October 19, 2026 15:45ULTRATECH CEMENT
* Q2 Revenue: ₹23,300 crore vs ₹19,600 crore YoY; estimates ₹22,500 crore.
* EBITDA: ₹3,720 crore vs ₹3,095 crore YoY; estimates ₹3,610 crore.
* EBITDA Margin: 16% vs 15.79% YoY; estimates 16.05%.
* Net Profit: ₹1,490 crore vs ₹1,230 crore YoY; estimates ₹1,553 crore.
* Cement volume growth: 14%, slightly below expectations of 15%.
* Debt increased to ₹23,500 crore from ₹21,300 crore QoQ.
* K. K. Maheshwari will resign as Non-Executive Vice Chairman effective January 1, 2027. K. C. Jhanwar will take over from that date.
View: Revenue and EBITDA exceeded expectations, but net profit missed estimates and volume growth was slightly below expectations. The increase in debt is worth monitoring alongside the company’s expansion plans and cash flows. Overall, operating performance was healthy, but the results were mixed against expectations.
- October 19, 2026 15:45NATCO PHARMA
* Launched Carboplatin Injection, a generic version of Paraplatin, in the US.
* The launch comes amid a critical shortage of the drug.
* Reported expected sales opportunity: approximately $27.8 million.
View: The launch could create a near-term revenue opportunity, particularly given the reported shortage. Actual benefits will depend on supply availability, competition, pricing and the duration of the shortage.
- October 19, 2026 15:27Crude oil futures fall on weak global cues
Crude oil prices fell ₹52, to ₹9,342 per barrel in the futures trade on Monday amid profit taking by investors.
- October 19, 2026 15:25Vikram Kasat - Chief Business Officer – Advisory and Dealing at PL Capital
“Indian equities came under sharp selling pressure on October 19, with the Sensex declining over 900 points and the Nifty slipping below 22,900 by 3 pm. Private banking weakness, disappointing earnings relative to expectations and cautious global sentiment intensified profit-booking, while PSU banks showed relative resilience. The rupee strengthened to around ₹94.82 per dollar, supported by RBI intervention, but Brent crude near $108 per barrel remains a risk to inflation and corporate margins. Gold traded near $4,200 per ounce, reflecting safe-haven demand. Going forward, markets may remain volatile; investors should track earnings, oil prices and currency stability, favouring fundamentally strong stocks with reasonable valuations.”
- October 19, 2026 15:24Market Valuations Reset as Earnings Momentum Builds: Bajaj Asset Management Limited
Bajaj Asset Management Ltd’s October 2026 equity outlook highlights easing market valuations and improving earnings momentum, with BSE 500 earnings growth projected at 17% in FY27 and 16% in FY28. Rising credit growth supports banking opportunities, while sector-specific risks and global uncertainties warrant caution. Mr Sorbh Gupta, Head - Equity, Bajaj AMC emphasises selective investing, disciplined valuations and sustainable earnings growth.
- October 19, 2026 15:23Quote on rupee by Rajeev Sharan, Head of Research, Brickwork Ratings.
“The rupee firmed for a seventh straight session on Monday, touching 94.8 in early trade and hovering near 94.95 to the dollar, holding onto its sharp recovery from near 97 earlier this month. Friday’s RBI data shows the cost: reserves fell by another USD 8.6 billion to USD 726 billion for the week ended October 9, taking the total drawdown since early September to nearly USD 60 billion. That matters because the central bank did not just talk down currency speculators; it spent heavily to build an artificial floor before tightening its rules. While foreign investors briefly turned buyers of INR 1,166 crore on Friday, Brent crude pushing towards USD 110 means the RBI cannot buy calm forever, and market fundamentals must now take over.”
- October 19, 2026 15:22Citi: India Autos - 2W Demand More Resilient Than Expected; Increasing Our Estimates
We revisit our estimates for the 2W OEM space following stronger-than-expected volume performance in 1HFY27, which could potentially lead to a better FY27 demand outlook than previously anticipated. We now build in 9% YoY industry volume growth in FY27, vs 7% earlier. Consequently, we raise our earnings estimates across 2W OEMs - Hero MotoCorp, TVS Motor, Bajaj Auto and Eicher Motors. We also upgrade estimates for Varroc and Endurance Technologies (India business), given their meaningful exposure to the 2W industry. Our revised assumptions imply ~1% YoY volume growth during 2HFY27, reflecting healthy retail demand, new product launches and improving rural trends. While volume trends remain supportive, we continue to remain cautious on margins due to elevated commodity costs and competitive intensity.
- October 19, 2026 15:20Angel One begins rolling out US stock investing for Indian investors
- Following IFSCA’s approval for brokers to offer international investing from GIFT City, Angel One has now started rolling out US stock investing on its app.
- Indian investors can buy stocks and ETFs listed in the US alongside their Indian portfolio.
- These include well-known names such as Apple, Microsoft, Google, Amazon and Nvidia, as well as companies such as Netflix, Spotify and Toyota.
- October 19, 2026 15:07Insights on gold and silver by Ashish Rajodiya, Head of Commodities, PL Capital
Gold and silver are firmer on Monday, with MCX gold near ₹1,48,250 per 10 grams, up ₹332, and MCX silver at ₹2,11,800 per kg, up ₹613 or 0.29%, while spot gold holds around $4,178 an ounce. Softer crude is easing inflation worries, and an AI-linked equity selloff has pulled Treasury yields lower, which together are giving bullion some room after last week’s volatility. Markets now price a Fed hold at the October 27–28 meeting as the clear base case, so the focus shifts to the tone of the statement and the next round of inflation data. If crude keeps softening and yields stay lower, gold and silver could extend their recovery, while a renewed oil spike or a hawkish signal from the Fed would put the gains at risk.
- October 19, 2026 15:06Today's top stock market gainers and losers
Top gainers of Nifty 50: JSW Steel (+1.36%), Eicher Motors (+1.06%), SBI (+1.03%), ONGC (+1%), Adani Ports (+0.66%)
Top losers: Axis Bank (-4.28%), Infosys (-3%), UltraTech (-3%), TMPV (-2.84%)
- October 19, 2026 15:03By 3 pm, Sensex traded 913.85 pts or 1.22% lower at 73,815.42, and Nifty 50 shed 276.20 pts or 1.19% to 22,869.95.
- October 19, 2026 14:55Union Bank of India logs 30% y-o-y increase in net profit at ₹5,537 crore
- October 19, 2026 14:43Mirza International incorporated a new 100% Wholly Owned Subsidiary with the name "Mirza Footwear Limited"
- October 19, 2026 14:25CARE Ratings executes Share Purchase Agreements and Shareholders’ Agreement with SBI and NSEIX
CARE Ratings has executed Share Purchase Agreements and a Shareholders’ Agreement with SBI and NSEIX for the sale of 9.90% equity stake each in CGIL to the aforesaid purchasers. Upon completion of the closing actions (as identified in the Share Purchase Agreements) and receipt of the requisite approval from the Board of CGIL for the transfer of shares, CGIL shall cease to be a wholly owned subsidiary of the Company. Upon consummation of the share transfer, the Company shall continue to hold an 80.20% equity stake in CGIL. The closing actions are expected to be completed within two months.
- October 19, 2026 14:24NATCO announces launch of Carboplatin Injection (generic of Paraplatin®) in the U.S. market. Shares up 1% to ₹793.85 on the NSE.
- October 19, 2026 14:14Ceigall Jalbehra Shahbad Greenfield Highway Private Limited, a subsidiary of Ceigall India Limited, has received a provisional completion certificate for NHAI profit ammounting to ₹684 crore.
- October 19, 2026 14:09UltraTech board approved issuance of Corporate Guarantee up to an amount of USD 55 mn in connection with the loan to be obtained by UHG Holdings IFSC Private Limited, an associate company
- October 19, 2026 14:06Comments on gold by Rajeev Sharan, Head of Research, Brickwork Ratings
“As India celebrates Dussehra, 24-karat gold is trading near INR 1.48 lakh per 10 grams after cooling over 6% last month from its record highs. What has changed this festive season is not the Indian household’s love for gold, but how people are buying it. Families are keeping their festive rupee budgets steady even if it means taking home lighter jewellery, while a growing share of money is moving into gold coins, bars, and exchange-traded funds. That shift matters because festive buying is turning from pure ornament shopping into disciplined wealth protection. Going forward, high US interest rates will cap any runaway rally, keeping gold within a plus or minus 5% range near term. This Dussehra, buyers are treating recent price dips not as a warning, but as an entry point.”
- October 19, 2026 14:04UltraTech Cement has informed regarding relinquishment of position as Non-Executive Vice Chairman of the Company by Mr. K. K. Maheshwari (DIN: 00017572) w.e.f. 1st January, 2027
- October 19, 2026 14:04UltraTech Cement Q2 results
UltraTech Cement reported standalone net profit of ₹1,331.78 crore in Q2FY27. It fell on a q-o-q basis from ₹2,397.12 crore.
In Q2FY26, the PAT stood at ₹1,063.85 crore.
Shares were down 2% to ₹10,655 on the NSE.
- October 19, 2026 14:02Aeroflex Industries Limited strengthens R&D capabilities, secures patent for innovative engineering technology
Aeroflex Industries Limited strengthens R&D capabilities, secures patent for innovative engineering technology
Shares traded at ₹511.60 on the NSE, down over 2%.
- October 19, 2026 14:01ICICI Bank Q2 Results
Bernstein on ICICI BK
O-P, TP ₹1800
ICICI Bank delivered another standout quarter, reinforcing its position as fastest-growing large private bank.
Loan and deposit growth accelerated sharply, with loan growth driven by broad-based strength across corporate, business banking and retail segments.
While NIM moderated during quarter, margin compression was broadly in line with peers (ex-one offs) & strong balance-sheet growth continued to support healthy NII growth.
Combined with robust fee income momentum and improving asset-quality trends, this enabled bank to sustain best-in-class operating and earnings growth.
JPM on ICICI BK
OW, TP ₹1800 from ₹1735
Delivered a broad-based beat in 2Q with NII at ₹253.4bn (+18% y/y), coming 2% higher vs JPMe, PPOP at ₹205.8bn (+19% y/y), coming 7% higher vs JPMe, and PAT at ₹148.4bn (+20% y/y), coming 11% higher vs JPMe.
Core NII (ex-interest on IT refund) rose by 6% q/q and 18% y/y supported by industry-leading loan growth of 12.3% q/q (+30% y/y, +2.3% vs JPMe).
Reported core NIM (ex-interest on IT refund) declined by 4bps q/q, driven nainly by impact of FCNR (B).
While full impact of FCNR (B) will flow through in 3Q & likely to weigh on NIMs, see tailwinds for NIM expansion in 4Q and FY28 with 57% of loan book linked to repo - now incorporate 50bps of hikes in forecasts including one in Dec’26.
Nomura on ICICI BK
Buy, TP raised to ₹1740
Delivered strong 2QFY27, led by an NII beat and robust balance sheet growth
Raise FY27F/28F EPS by 3%/7%
NII adjusted for one-offs grew 6% q-q / 18% y-y, 2% above estimate, on loan/deposit growth of 30%/27% y-y.
Core PPOP was in line at INR208bn (+22% y-y / +3% q-q), as lower dividend income following a change in a subsidiary’s dividend policy, an accounting effect rather than an operating one, offset the NII beat
Bank mobilized ₹1.6tn of FCNR(B) deposits (8% of total deposits), 50% of which were funded by its own loans against these deposits; management expects to deploy this liquidity over next two quarters
GS on ICICI BK
Buy, TP ₹2025
2QFY27 ahead of our expectations across the board, with loan growth of 24% YoY (2% above GSe), core revenue growth of 18% YoY (2% above), NIM 5bp above GSe, core PPOP 5% above, and lower provisions.
NIM delivery was particularly notable, declining just 10bp QoQ despite one of the strongest FCNR(B) deposit accretions in the system (8% of deposits).
Importantly, bank preserved liquidity at the bottom of interest-rate cycle, with LDR at 85%, providing meaningful headroom for medium-term earnings growth as liquidity is deployed.
UBS on ICICI BK
Buy, TP ₹1800
Reported an all-round beat on reported numbers supported by stronger loan & deposit growth.
PAT of Rs148bn was up 20% YoY and was ahead of estimates.
Loan growth of 12.3% QoQ/30.0% YoY (7.3% QoQ/24.1% YoY ex-FCNR-linked overseas loans) was also well ahead of expectations and peers, though material acceleration was seen in corporate loans other than continued strength in business banking.
NII/Core PPOP increased 17.7%/21.8% YoY, while fee income grew a healthy 20.1% YoY
NIM declined by 10bps QoQ adjusted for 8bps of tailwind from income tax refund last quarter.
Management expects margins to bottom out in 3Q before recovering in 4Q
Kotak Inst Eqt on ICICI BK
Buy, TP ₹1800
Delivered another strong quarter, reporting 20% yoy earnings growth led by a similar increase in operating profit.
Bank reported industry-leading loan growth of ~30% yoy.
While NIM declined 20 bps qoq to 4.2%), due to impact of FCNR deposits, bank continued to generate healthy CASA growth and low credit costs (0.2%) thanks to lower slippages (1.2%), resulting in a solid RoE print of 17%
Bank continues to assert its leadership over peers by a comfortable margin, with no evidence that competitors are closing gap yet.
Citi on ICICI Bank
Recommendation: Buy, Target: ₹1770
NII Up 4% QoQ; NIM to Trough in 3Q Before Recovery
Asset Quality Pristine; Robust Recoveries Anchor Modest Credit Costs
FCNR Surge Outpaces Market Share Gains, Lifts NII but Dilutes NIM
Clearly Emerging as a Growth Leader; Wholesale & Business Banking Propel Growth
*Bernstein on HDFC BK*
O-P, TP Rs 1150
Weak earnings growth trend for HDFC Bank continued in 2Q27
While balance-sheet growth remained healthy & asset quality stayed resilient, weaker treasury income, & margin pressure weighed on profitability.
As a result, RoA moderated marginally to 1.8% despite continued opex discipline.
*JPM on HDFC BK*
OW, TP Rs 970 from Rs990
Delivered a steady 2Q27 with NII at Rs 346.2bn (+10% y/y) and PAT at Rs 195.1bn (+5% y/y) coming broadly in line vs JPMe.
Reported NIMs declined by 10bps q/q to 330bps and trailed JPMe on FCNR impact.
HDFCB underscored a positive NIM outlook (neutral to positive going forward) driven by positive impact of a 25bps repo rate hike (70% book is floating with a significant portion linked to repo), along with mix shift towards higher yielding retail and MSME, partly offset by full impact of FCNR (B) in 3Q .
A decline in average LCR to 113% (vs 115% in 1Q, 110-120% target range) does reduce balance-sheet flexibility.
Asset quality remains healthy
*GS on HDFC BK*
Buy, TP Rs 861
2QFY27 core PPOP growth improve to 13% YoY from 8% in 1Q and was 2% above GSe, aided by continued cost optimization.
Core revenue growth picked up to 10% YoY vs. 7% YoY last quarter.
Loan growth trends were positive, and bank saw improved traction in business banking, unsecured loans, and autos for instance.
NIMs, however, declined by 8bps QoQ, a larger-than-expected contraction vs GSe.
*Nomura on HDFC BK*
Buy, TP Rs 940
Largely in-line 2QFY27, with core PPOP of INR287bn (+12% y-y / +3% q-q).
NII growth of 3% q-q lagged peers (Axis/ICICI at 5%/6%), reflecting lower FCNR(B) mobilization as a share of deposits (3.3% vs 7%/8% for Axis/ICICI).
Loan and deposit growth were healthy at 16% y-y / 5% q-q and 19% y-y / 5% q-q, respectively, though FCNR(B) inflows contributed ~3pp of q-q deposit growth.
However, LCR moderated to 113% (-2pp q-q) vs largely stable levels of 124%/119% at ICICI/Axis, leaving the bank close to the lower end of its 110-120% operating band.
This could constrain incremental loan growth, making deposit momentum the key swing factor.
*Kotak Inst Eqt on HDFC BK*
Buy, TP Rs 1050
Reported 5% yoy earnings growth in 2QFY27, broadly in line with operating profit growth.
While NII growth continued to improve, NIM contracted by 10 bps qoq, primarily due to the impact of FCNR deposit mobilization.
As bank navigates a series of leadership transitions, it enters a new phase in its evolution.
A supportive operating environment and attractive valuations reinforce our constructive view, although execution remains the key monitorable.
*Citi on HDFC Bank*
Recommendation: Buy, Target: ₹880 (Earlier Target: ₹970)
NIMs Compress, Growth Trail System, Fees Shield PPoP
Constrained Buffer to Cap Relative Growth Trajectory
Asset Quality Resilient; Seasonal Agri Pressures Wane; Credit Costs Maintained at 46bps
Execution Key Amid Leadership Transition
*Jefferies on HDFC Bank*
Recommendation: Buy, Target: ₹880 Core
NIMs hold-up better; reallocation of assets to aid NIMs
Asset quality strong
Improvement in retail deposit growth and re-risking loans can aid profitability
New CEO & exit of DMD may lead to more changes in mgt-team
*Kotak Inst Eqt on Axis BK*
Buy, TP Rs 1600
Delivered a strong 2QFY27, reporting 40% yoy earnings growth, while operating profit increased 6% yoy.
Loan growth remained robust at 23% yoy, although NIM contracted by 10 bps qoq due to the impact of recent FCNR deposit mobilization.
Slippages continue to trend lower, leading to lower credit costs.
While operating environment remains supportive of earnings growth, valuation upside is likely to be constrained as stock now trades close to HDFC Bank’s valuation multiple.
*GS on Axis BK*
Buy, TP Rs 1600
QFY27 earnings were largely in-line with expectations
Thesis of cyclical inflection in core PPoP growth remains on track
This is being led by improving visibility on NIMs, with retail disbursements remaining strong, the CASA growth run-rate has picked up and the rate cycle is turning
Expect loan growth will remain strong, although moderating from current elevated levels
Key challenge is around fee income, where growth remains muted, but we expect continued cost optimization to partly offset that.
Asset quality trends remain strong, and risk is low amid muted trailing growth in unsecured loans. We expect core PPoP growth to inflect from 10% YoY in 2QFY27 to ~15% YoY in H2-FY27 and 20% CAGR during F27-F29E.
*Bernstein on Axis BK*
O-P, TP Rs 1600
Delivered a mixed 2Q27 performance, with lower credit costs driving earnings growth despite weaker core trends
Loan growth remained robust and corporate-led, although strong borrowings growth pushed LDR sharply higher to 95%
Stable margins (excluding FCNR impact), a marginal decline in NOI (-1% YoY, -3% QoQ) and a sharp increase in opex weighed on PPoP growth, even as a 52% YoY (-24% QoQ) decline in credit costs supported healthy EPS growth (+37% YoY, -2% QoQ)
*JPM on Axis BK*
OW, TP Rs 1620 from Rs1590
Reported a better-than-expected 2Q with NII rising by 11.8% y/y to Rs 153.7bn (+3% vs JPMe), PAT rising by 38% y/y to Rs 70bn (+3% vs JPMe).
While PPOP at Rs 110.8bn came 5% below JPMe on a miss in non-interest income, which declined by 1% y/y to Rs 65.3bn (-11% vs JPMe) & was more than offset by lower than expected credit costs, which declined by 20bps q/q to 51bps (vs JPMe at 80bps) partly helped by a Rs 9.71bn of recovery from written-off assets.
AQ trends were healthy
Valuations are attractive, as it trades at FY28E P/BV of 1.4x which is at a 31% discount vs ICICI Bank & FY28E PER of 9.6x, underpinning positive view.
*CITI on Axis BK*
Buy, TP Rs 1620
Headline headwinds—elevated opex (+11% QoQ; 2.18% opex-to-assets) from one-off Labour Code provisioning and FCNR charges, alongside muted mid-single-digit fee growth—masked robust core operational resilience.
While headline NIM contracted 10bps QoQ to 3.36% due to optical FCNR(B) distortions, core margins held firm at 3.47%, further supported by structural tailwinds including a 60% repo-linked book, bulk deposit roll-offs, and liquidity redeployment.
Momentum sustained with loan growth at 19% YoY / 5% QoQ (ex-FCNR), led by Corporate/SME alongside improving Retail disbursements.
Slippages eased to 1.5% (vs. 1.8% QoQ); credit costs moderated sharply to 50bps (vs. 70bps QoQ)
Upgrade loan growth trajectories to 21%/19%/18% for FY27E/28E/29E and modestly trim FY27E credit costs.
*UBS on Axis BK*
Buy, TP Rs 1670
ICICI reported an all-round beat on reported numbers supported by stronger loan & deposit growth.
PAT of Rs148bn was up 20% YoY and was ahead of estimates.
Loan growth of 12.3% QoQ/30.0% YoY (7.3% QoQ/24.1% YoY ex-FCNR-linked overseas loans) was also well ahead of expectations and peers, though material acceleration was
seen in corporate loans other than continued strength in business banking.
NII/Core PPOP increased 17.7%/21.8% YoY, while fee income grew a healthy 20.1% YoY
NIM declined by 10bps QoQ adjusted for 8bps of tailwind from income tax refund last quarter.
Management expects margins to bottom out in 3Q before recovering in 4Q
*Jefferies on Axis Bank*
Recommendation: Buy, Target: ₹1700
Q2: Core Ahead; Rebalancing of Loan Mix to Aid ROE Rise
Q2 was ahead of estimates aided by better topline and lower provisions
QoQ stable core NIMs was positive, but drag from FCNR-B was a tad more than estimate
Asset quality continues to improve
Better NIMs & lower credit cost can lift ROE next year
*CLSA on PNB*
O-P, TP Rs 140
2QFY27 PAT beat estimate by 20%.
This was driven by a beat on NII and one-off recoveries, partly offset by lower other income.
Loan growth accelerated to 16% YoY from low-double digits a few quarters back.
Deposit growth remains stable at 10%% YoY.
Reported NIM improved 8bp sequentially driven by loan yields and deposit cost.
Management guided that NIM could further improve. Asset quality was stable, with a gross slippage ratio of 0.8%
*CITI On PNB BK*
Sell, TP raised to Rs 110
PNB’s NIM rose 8bps QoQ to 2.58% (domestic NIM at 2.74%), propelling NII growth of 10.8% YoY/7.4% QoQ — surpassing CitiE.
Runoff of wholesale deposits via FCNR inflows trimmed CoD by 5bps, while continued paring of retail IBPC and low-yielding corporate exposure lifted yields by 8bps.
Release in standard asset provisioning offset NPA and floating-provision buffers, pushing credit cost to near zero.
RoA held firm above 1%.
Global advances climbed 14.7% YoY/5.3% QoQ — outpacing FY27 guided 12–13% band — aided by FCNR-funded overseas exposure (1.5% of the book).
Management reaffirmed guidance of 12–13% loan growth, NIMs of 2.6–2.7%, sub-40bps credit costs, RoA above 1%
*HSBC on Ujjivan Small Fin*
Buy, TP Rs 90
UJJIVANS beat PAT estimate by 14% in 2QFY27; it further indicated that it expects to surpass its FY27 ROA guidance
Increase FY27-29e PAT estimates 9-17% to reflect higher AUM growth, efficiency gains, and preferential issue
Offers strong re-rating potential
Appointment of new CEO is expected to take 3-4 months to complete, starting from 1 Sept 2026
*HSBC on L&T Fin*
Buy, TP cut to Rs 310
Sound 2QFY27 results with most metrics broadly in line with estimates; softer disbursements, asset quality were concerns
However, management commentary on both was reassuring; upgrade EPS by 0.8-4.6% for FY27-29e on better NIM outlook
TP cut to reflect macro-economic concerns in valuation multiples
*HSBC on Bajaj Hsg*
Reduce, TP Rs 78
In 2QFY27, 3% beat in profit was driven primarily by better-than-estimated NIM
Upgrade FY27-29e EPS estimates by 0.6-4.7% to reflect strong AUM growth and better-than-estimated NIM
Valuing at 2.2x FY28e BVPS; retain Reduce rating given expensive valuations, sustained pressures
*CLSA on DLF*
O-P, TP Rs 810
2QFY27 presales of Rs38bn supported by launch & sell-out of Aureva (c.50% of presales), its senior living project.
OCF improved owing to growth in collections versus a decline in Opex.
DLF has a slew of upcoming launches in 2HFY27 which help support its presales guidance of Rs200bn.
It remains focused on growth in cashflows and ramping up its annuity portfolio (11-12msf completions by FY30).
It expects FY28 to be an inflection point in terms of revenue recognition with its major projects completing.
*Jefferies on DLF*
Buy, TP Rs 830 from Rs825
New launch revival after 4 qtrs, & continued luxury property demand, should help DLF meet its pre-sales guidance for FY27E, despite less than a qtr met in 1H.
Lease business remains steady with strong 95%+ occupancies.
FY27 P&L performance should stay patchy though Sep’qtr was a beat on other income.
Cash generation remains strong with Rs61/sh net cash on devco.
*JPM on DLF*
OW, TP Rs 800
2Q pre-sales came back to Rs38bn (+478% q/q, -12% y/y) after a weak 1Q
Quarter was driven by the sold-out launch of Aureva, a luxury retirement-housing project (~Rs19bn), plus continued super-luxury sales at Dahlias/Camellias (~Rs19bn).
Management said Dahlias realisations are now above Rs100k psf, with prices up 10% in quarter
Cash engine held up well.
Total collections rose 16% q/q and 4% y/y to Rs27.8bn, & net OCF (after interest and tax) rose 37% y/y to Rs18.6bn.
Net FCF before dividends was Rs14.4bn (+27% y/y), even with higher land spend of Rs3.5bn.
After paying a Rs19.8bn dividend, DevCo net cash was broadly stable at Rs151bn (vs. Rs152bn q/q).
*Nomura on DLF*
Buy, TP Rs 740
2QFY27 pre-sales at Rs 38bn (vs estimate of Rs 25bn)
Co on track to meet FY27F presales target of Rs200bn; continued robust cash generation
2QFY27 revenue/EBITDA were weaker than consensus estimates; expect a strong revenue recognition cycle from 2QFY28F
Buy based on DLF’s:
(1) robust FCF generation of INR70-80bn annually with a net cash position that allows it to materially increase shareholder returns and focus on new business development (BD);
(2) potential annuity income, which expect to expand at a 12-13% CAGR as new assets come online;
(3) execution capability, which has translated into strong performance for luxury/super luxury projects
*Nomura on Oberoi Realty*
Buy, TP Rs 2090
2QFY27 earnings in line with estimates
Pre-sales beat est.
Collections: At INR18.9bn (+40% y-y)
Annuity: 2QFY27 rental revenue increased ~17%% y-y to INR3.38bn, driven by ramp up of rentals from Sky City mall (+42% y-y).
Hospitality: Operating revenue was up 2% y-y to INR0.45bn, while EBITDA declined 6%% y-y to INR0.17bn.
EBITDA margin fell by 300bp.
*HSBC on Oberoi Realty*
Buy TP Rs 2310
Strong bookings on expected lines; residential EBITDA margin also expands
Annuity income steady; SkyCity still to reach 90% occupancy levels
*HSBC on Crompton Cons*
Buy, TP Rs 330
2QFY27 EBITDA margin expanded by 70bp y-o-y to 9%; management said 80% of cost inflation is passed through
Double-digit growth across segments; 70%+ exports growth
Stock trades at a consensus 1-year forward PE of 17x, near its all-time low of 16x & vs its 32x average
1H results have been positive despite commodity headwinds
If co can execute on new businesses (solar, wires, etc.) properly, think stock can rerate.
*Nomura on Crompton Cons*
Buy, TP Rs 292
Price hikes, new segments to support growth
2Q EBITDA ahead of estimates; margin headwinds from rising commodity costs
Valuation remains attractive at 17x FY29F EPS is attractive given a 17% EPS CAGR over FY26-29F.
*CITI on Crompton Cons*
Buy, TP Rs 400
Reported better-than-expected growth and profitability across segments:
(a) ECD: revenue 19% vs Citi est 15%; margins +101bps YoY.
(b) Lighting: revenue 14% vs Citi est 12%; margins -261bps YoY.
(c) Butterfly: revenue 16% vs Citi est 8%; margins -30bps YoY.
Management highlighted: (a) supply-chain disruption which impacted 1Q is behind now; (b) 11-15% price hike in 1H (ex-Lighting); (c) positive volume growth across all categories.
Overall revenue/EBITDA/Adj PAT grew 18%/24%/30% (4%/9%/15% above Citi est).
Near-term growth outlook is strong, led by low-base and ramp-up in relatively new categories (solar rooftop, solar pumps).
However, execution remains key monitorable, amid volatile RM and cost inflation environment
*Jefferies on Crompton Cons*
Buy, TP Rs 305
Sep26-Q PAT was in line with JEFe.
Double-digit sales growth was driven by general trade in South, West.
Avg price hike in ECD at 11-15% in 2-Q
But input cost pressure continues, impacting YoY margins in Lighting, Butterfly.
Gross margin is paring QoQ for past 3-Q
Co mainly caters to B2C products; inflation pressures warrant caution.
*CLSA on Auto Sector*
Auto pulse check: All eyes on festive
On street demand momentum remains stable
Auto retail registrations in H1 Oct-26 remained broadly stable MoM; however, YoY registrations declined sharply
High base from last year and inauspicious buying period impacted
Channel checks and interactions with dealers and OEMs suggest they continue to expect mid- to high-single-digit volume growth
Dealers across brands highlighted that inquiry levels were healthy and higher YoY during Dussehra
Inventory levels are largely at normal levels, while discounting has also remained broadly stable
M&M remains top pick followed by Bajaj Auto and Ather Energy
*Morgan Stanley on India Strategy*
India’s Path to Higher ROEs
India’s ROE rose in 2025, moving closer to its 2023 peak
Although the gap vs global peers narrowed for a second consecutive year
Believe ROE is poised to reach new highs over the next 3-4 years
Factors - stronger investment cycle, improving growth momentum and rising corporate profitability
Asset turnover remains healthy
*Nomura on Indigo*
Recommendation: Buy, Target: ₹6000
Government to notify airfare rules within two weeks
Think visibility remains low on the new rules
Nevertheless, base case is higher oversight/transparency on the margin on airfares
Expect stronger disclosures related to fares/ancillary components rather than direct government intervention
- October 19, 2026 13:43ABD fires up Moradabad bottling plant, deepens UP bet with ₹600 crore outlay
- October 19, 2026 13:33Tarun Singh, Founder & MD, Highbrow Securities, on SEBI’s proposed rules for SME IPOs
SEBI’s paper does something bigger than tidy up the rules. It quietly accepts that India’s real IPO market is a mid-market one. Of the 735 larger IPOs SEBI studied over the last three years, about seven in ten came at a market cap of ₹1,000 crore or less. Under this proposal every one of them would be an SME listing. So SME would no longer be a junior board. It would become the main door for most Indian companies going public.
The platform has earned that role. Close to 1,500 companies have listed on it, nearly one in four has already moved up to the mainboard, and together they are worth about ₹4.7 lakh crore today against roughly ₹40,000 crore raised. That is a feeder system doing exactly what it was built to do.
The signs were already there when SEBI brought in net worth based categories for merchant bankers, with ₹50 crore for Category I and ₹10 crore for Category II. That was about preparing better capitalised, better qualified bankers for a future of bigger mid-market issues. This SME playbook is that future. The first net worth milestone falls at the end of this year, almost exactly when these SME rules could come in. A ₹3 crore average profit test, 500 allottees and a one share trading lot would lift issuer quality and let ordinary investors trade freely. With compulsory underwriting and market making gone, merchant bankers will have to earn their place through judgement, not balance sheet.
But regulation can only open the door. Mutual funds hardly take part in SME issues today, and without them the 75 percent QIB route will stay narrow. Institutional mandates have to catch up with SEBI, and that is the next reform. This financial year will show how far it goes and what it means for the wider economy, especially for growth companies from Tier 2 and Tier 3 centres. These are very exciting times ahead.
- October 19, 2026 13:29HFCL stock hits upper circuit as Q2 FY27 profits surge over 5x y-o-y
- October 19, 2026 13:20Union Bank of India posts 30% jump in Q2 profit, shares surge 4.7%
- October 19, 2026 13:19Imagicaaworld sells hotel, acquires water park stake, eyes indoor entertainment push
- October 19, 2026 13:17Stocks in Focus: Highness Microelectronics
Highness Microelectronics has inaugurated its new glass cutting line at its manufacturing plant located at T.T.C. Industrial Area, Rabale, Navi Mumbai, Maharashtra
- October 19, 2026 13:10Private banks, IT drag Sensex 756 points lower at noon; metals buck the slide
- October 19, 2026 13:00Stocks in Focus: Fractal Analytics
Fractal Analytics informed consequent to the resignation of Mr. Ashwath Bhat as the Chief Financial Officer & Group Chief Financial Officer of the Company and the company appointed Ms. Shilpa Kedia as the Chief Financial Officer & Group Chief Financial Officer of the Company effective October 19, 2026
- October 19, 2026 12:51IDBI Bank sale: EAS Sarma plea to President for review of CPSE divestment
- October 19, 2026 12:44Sensex falls 730 pts
- October 19, 2026 12:40Stocks in Focus: Power Mech Projects
Power Mech Projects has secured an order from Vedanta Aluminium Metal Limited for Rs 327.25 crore.
Shares up 1% to Rs 2411.20 on the NSE.
- October 19, 2026 12:40Stocks in Focus: Ashoka Duildcon
Ashoka Duildcon informed that the entire redemption amount of Rs.100 Crore has been paid by the Company on the due date, today i.e. October 19, 2026 including the interest.
- October 19, 2026 12:34Rupee drifts higher, traders gauge if rally has legs to extend
- October 19, 2026 12:13Union Bank of India reports Q2 results
Union Bank of India reported 30.3% y-o-y increase in Q2FY27 standalone PAT at ₹5537.20 crore as against ₹4249.08 crore in Q2FY26.
Shares traded 3% higher at ₹177.27 on the NSE.
- October 19, 2026 12:05Sensex traded 585.48 points or 0.78% lower at 74,143.79 by 12 noon. Nifty 50 declined 164.10 points or 0.71% to 22,982.05.
- October 19, 2026 12:04Jupiter Life Line Hospitals has entered into hypothecation agreement with HDFC Bank for financing the capital expenditure requirement of the Company.
- October 19, 2026 11:55Akme Fintrade (India) allotted NCDs aggregating to Rs 50 crore. Shares traded at Rs 7.90 on the NSE
- October 19, 2026 11:43Stocks in Focus: LTM
LTM shares traded at Rs 4,322 on the NSE, down 1.5%. Company reported nearly flat consolidated net profit of Rs 1,397.9 crore in Q2FY27.
- October 19, 2026 11:40Sensex down over 550 pts
- October 19, 2026 11:40Stocks in Focus: TCS
TCS BaNCS for Treasury marks its entry into Sri Lanka with Indian Bank
TCS shares flat at Rs 2471.90 on the NSE; Indian Bank at Rs 860.20.
- October 19, 2026 11:37Bright Outdoor Media Limited Reports 13.49% YoY Growth in Total
Income and 9.45% YoY Growth in Net Profit in H1 FY27
Q2 Results 19th Oct Live: Bajaj Finance, UltraTech Cement, Hindustan Zinc, Union Bank of India, LTTS, Piramal Finance, IREDA Q2 results Today, HDFC Bank, Axis Bank shares decline after Q2, ICICI Bank, Yes Bank flat
Q2 Results Today, 19th October 2026 Live Updates: Find all the latest Q2 results 2026 updates Aerpace Industries, AksharChem India, A-One Steels India, Bajaj Finance, Bhansali Engineering Polymers, Bloom Industries, Delta Corp, Elevate Campuses, Gallantt Ispat, GOCL Corporation, HFCL, Hindustan Zinc, Indian Renewable Energy Development Agency, Jaiprakash Power Ventures, Just Dial, Koura Fine Diamond Jewelry, L&T Technology Services, Malt Land Distilleries, Modern Steels, Melstar Information Technologies, Mangalam Global Enterprise, Modern Dairies, Nelco, Ontic Finserve, Piramal Finance, Quint Digital, Shri Niwas Leasing And Finance, SML Mahindra, Sobha, Tatva Chintan Pharma Chem, UltraTech Cement, Union Bank of India, Varmora Granito, Waaree Renewable Technologies, Yash Management & Satellite. Follow our stock market live updates | Stay tuned to businessline for more
- October 19, 2026 11:33FM blames excess liquidity for equity market underperformance
- October 19, 2026 11:31
Banking
PhonePe sees opportunity to bring everyday savers into equities with PhonePe Invest: Rahul Chari
- October 19, 2026 11:30FM blames excess liquidity for equity market underperformance
- October 19, 2026 11:04By 11.02 am, Sensex traded 330.73 pts or 0.44% lower at 74,398.54, and Nifty 50 fell 92.15 pts or 0.4% to 23,054
- October 19, 2026 10:57Natural gas futures: Buy the dips
- October 19, 2026 10:53Stocks in Focus: Oberoi Realty
Oberoi Realty traded flat at Rs 1,693.90 on the NSE after rising to Rs 1,725 from Rs 1,703 previous close. Its sales bookings jumped sevenfold year-on-year to Rs 9,149.69 crore in the second quarter of this fiscal.
- October 19, 2026 10:35Stocks In focus: Allied Blenders and Distillers
Allied Blenders and Distillers announced the commencement of commercial operations at its bottling facility in Moradabad, Uttar Pradesh.
Shares flat at Rs 747.70 on the NSE.
- October 19, 2026 10:26Indian Equities Post Best Weekly Gain in Nearly Six Months
Wall Street ended the last week with a sharp reminder of concentration risk. Semiconductor and high-growth technology shares sold off heavily, and defensive sectors offered only partial cushioning. Macroeconomic pressure and doubts over artificial intelligence (AI) spending left the major indexes sharply divided.
Investors questioned whether enormous AI capital expenditure can deliver near-term profits, and chipmakers and tech firms led the decline. The Nasdaq Composite fell 4.5% for the week, and the S&P 500 lost about 2%. The Dow Jones outperformed, gaining 0.7% on strength in value heavyweights.
- October 19, 2026 10:20Stocks in Focus: L&T
L&T Commences Initial Activities for New Tashkent International Airport (Ultra-mega) Project worth over Rs 15,000 crore.
Shares flat at Rs 3,659.20 on the NSE.
- October 19, 2026 10:16Krishival Foods informed that Mr. Vivek Kumar has been appointed Jain as Chief Business Officer
- October 19, 2026 10:11Sensex down over 310 pts
- October 19, 2026 10:11Stocks in Focus: Axis Bank
Axis Bank shares fell 5% to Rs 1,225.30 on the NSE despite a 37.6 per cent year-on-year rise in standalone net profit to ₹7,003 crore for the quarter ended September 2026.
- October 19, 2026 10:09India sugar stocks slide as government halts sugarcane-based ethanol diversion
- October 19, 2026 09:46Stocks in Focus: HDFC Bank
HDFC Bank shares traded at Rs 718.85 on the NSE, hitting a low of Rs 712.70 from Rs 728.85 previous close.
The bank reported a muted 4.70 per cent year-on-year (y-o-y) increase in Q2FY27 standalone net profit at ₹19,510 cr.
- October 19, 2026 09:44India bonds to decline on elevated oil, hawkish RBI
- October 19, 2026 09:43Stocks in Focus: Vedanta Ltd
Vedanta Ltd Doubles Zinc Production Capacity in South Africa with US$ 600 Mn investment
Shares flat at Rs 245.80 on the NSE
- October 19, 2026 09:43Stocks in Focus: Amber Enterprises
IL JIN Electronics (India) Limited, a material subsidiary of the Company has entered into a Share Swap Agreement on 18th October 2026, in terms of the said agreement IL JIN shall acquire 1,75,680 equity share of Power-One Micro Systems Private Limited, representing its balance 40% equity stake on fully dilutive basis, from existing equity shareholders of Power-one and shall issue and allot 1,76,000 Compulsorily Convertible Preference Share (CCPS A3) to the sellers as non-cash consideration. Upon completion of the aforesaid transaction, Power-One shall become wholly owned subsidiary of IL JIN and the Company.
- October 19, 2026 09:42Stocks in Focus: Zen Tech:
Zen Tech: a fire broke out on Sunday, October 18, 2026, at the production centre of Unistring Tech Solutions Private Limited (”UTS”), a subsidiary of the Zen Technologies Limited, located at Hyderabad, Telangana . No injuries have been reported
- October 19, 2026 09:42Stocks in Focus: ACME Solar
ACME Solar’s signs PPA for 300 MW / 1,200 MWh assured peak supply SECI FDRE Project at INR 6/unit
Shares flat at Rs 413.35 on the NSE.
- October 19, 2026 09:31HDFC Bank, Axis Bank shares decline after Q2, ICICI Bank, Yes Bank flat
Q2 Results 19th Oct Live: Bajaj Finance, UltraTech Cement, Hindustan Zinc, Union Bank of India, LTTS, Piramal Finance, IREDA Q2 results Today, HDFC Bank, Axis Bank shares decline after Q2, ICICI Bank, Yes Bank flat
Q2 Results Today, 19th October 2026 Live Updates: Find all the latest Q2 results 2026 updates Aerpace Industries, AksharChem India, A-One Steels India, Bajaj Finance, Bhansali Engineering Polymers, Bloom Industries, Delta Corp, Elevate Campuses, Gallantt Ispat, GOCL Corporation, HFCL, Hindustan Zinc, Indian Renewable Energy Development Agency, Jaiprakash Power Ventures, Just Dial, Koura Fine Diamond Jewelry, L&T Technology Services, Malt Land Distilleries, Modern Steels, Melstar Information Technologies, Mangalam Global Enterprise, Modern Dairies, Nelco, Ontic Finserve, Piramal Finance, Quint Digital, Shri Niwas Leasing And Finance, SML Mahindra, Sobha, Tatva Chintan Pharma Chem, UltraTech Cement, Union Bank of India, Varmora Granito, Waaree Renewable Technologies, Yash Management & Satellite. Follow our stock market live updates | Stay tuned to businessline for more
- October 19, 2026 09:22Top gainers and top losers of the Nifty 50
Top gainers of: ONGC (+1.72%), L&T (+1.17%), UltraTech Cement (+1.14%), SBI (+1.08%)
Top losers: Axis Bank (-3.84%), HDFC Bank (-1.60%), Infosys (-1.28%), TMPV (-0.87%), Shriram Finance (-0.93%)
- October 19, 2026 09:20Sensex dipped 20.78 pts or 0.03% to 74,708.49 at 9.17 am after opening at 74,849.30 from 74,729.27 previous close. Nifty 50 traded at 23,148.35 (+2.20 pts or 0.01%)
- October 19, 2026 09:19
Forex
Rupee likely pinned near 95 as RBI defence counters oil headwinds
- October 19, 2026 09:08
Gold silver
Gold edges higher on softer oil; Fed rate outlook in focus
- October 19, 2026 08:40Market Overview
India Cash Market Flows:
DII -3,661 Cr
FII +1,166 Cr
F&O Cues
FIIs Net Buy 1,025 Cr in Index Futures
FII Longs in Index Futures
- Oct 14 9%
- Oct 15 10.8%
- Oct 16 11.3%
Options Data positioned for
Nifty Expiry b/w 22,950 - 23,250
Imp Technical Support
- Nifty 20 DMA: 22841
- Nifty Bank 20 DMA: 55323
Impact of Bank Results?
- HDFC BANK – margins dip on FCNR inflows
- ICICI BANK - strong core biz, but margins crimp
- AXIS BANK - profitability misses estimates, but asset quality improves
- October 19, 2026 08:39Stock Market today: - Strong Rally on Friday, Gift Nifty suggests flattish start
- Nifty Bank in focus on account of big bang results over the weekend
- Brent Crude ~$108, India impact limited as Trump waives Graham Act Russia sanctions
- Weak Wall St (AI/chip selloff continues)
- Nasdaq -4.5% last week; Nifty IT +11%
- Nifty expiry today, Dusshera holiday tomorrow
- Option Writers positioned for 22950-23250 range
- October 19, 2026 07:18Stocks in Focus: Alembic Pharma
Alembic Pharma gets final US FDA approval for ANDA of Ciprofloxacin and Dexamethasone Otic Suspension, equivalent to Ciprodex Otic Suspension of Sandoz Inc.
- October 19, 2026 07:17
Companies
Company Earnings
* Bajaj Finance Ltd. (BAF IN) 2Q 64.2b (23 analysts)
* Gallantt Ispat Ltd. (GALL IN) 2Q
* HFCL Ltd. (HMFC IN) 2Q
* Hindustan Zinc Ltd. (HZ IN) 2Q 55.9b (7)
* Indian Renewable Energy Develo (IREDA IN) 2Q
* Jaiprakash Power Ventures Ltd. (JPVL IN) 2Q
* Just Dial Ltd. (JUST IN) 2Q 1.33b (4)
* L&T Technology Services Ltd. (LTTS IN) 2Q 3.78b (26)
* Piramal Finance Ltd. (PIRAMALF IN) 2Q 5.55b (5)
* SML Mahindra Ltd. (SMLMAH IN) 2Q
* Sobha Ltd. (SOBHA IN) 2Q 825m (6)
* UltraTech Cement Ltd. (UTCEM IN) 2Q 16.04b (20)
* Union Bank of India Ltd. (UNBK IN) 2Q 50.5b (14)
- October 19, 2026 07:10Today's Stock Recommendation: October 19, 2026
- October 19, 2026 07:09Nifty & Bank Nifty இந்த வாரம் (19 Oct’26 to 23 Oct’26) என்ன ஆகும்? எங்கு செல்லும்?
- October 19, 2026 07:07Nifty and Nifty Bank Prediction for the week 19 Oct’26 to 23 Oct’26
- October 19, 2026 06:46
Quarterly results
Punjab National Bank Q2 results
- Net income INR55.3b, +13% Y/Y, vs est. INR49.26b (beat)
- Gross NPA 2.55% vs 2.78% Q/Q, est. 2.63%
- Provisions INR9.73b, +80% Q/Q, vs est. INR9.67b
- Loan-loss provision INR8.17b, +3.2% Q/Q
- Interest income INR345.8b, +8.5% Y/Y, vs est. INR335.46b
- Interest expense INR229.8b, +7.4% Y/Y, vs est. INR225.77b
- Net interest income INR116.01b
- NIM 2.74% vs 2.72% Y/Y
- Operating profit INR75.3b, +4.2% Y/Y, vs est. INR72.54b
- Other income INR36b, -17% Y/Y
- Fresh slippages INR23.95b, +15% Q/Q
- October 19, 2026 06:45
Quarterly results
Oberoi Realty 2Q results- Net income INR7.61b, +0.1% Y/Y, vs est. INR7.51b (beat)
- Revenue INR16.7b, -6.2% Y/Y, vs est. INR18.45b (miss)
- Total costs INR7.45b, -14% Y/Y
- Dividend INR2/share
- October 19, 2026 06:44
Quarterly results
LTM Q2 results- Net income INR13.98b vs est. INR14.94b (miss)
- Revenue INR118.08b vs est. INR117.87b
- Total costs INR100.39b
- Employee benefits expenses INR70.82b vs est. INR71.2b
- EBITDA INR20.93b vs est. INR21.25b
- EBITDA margin 17.7% vs est. 18.1%
- EBIT margin 15.6% vs est. 15.8%
- Attrition 13.3%, unchanged Q/Q
- Order inflow $1.26b, -25% Q/Q
- Dividend INR25/share
- October 19, 2026 06:44
Quarterly results
DLF Q2 results- Net income INR13.01b vs est. INR10.09b (beat)
- Revenue INR12.6b vs est. INR19.64b (miss)
- Total costs INR12.94b, -11% Y/Y
- Other income INR10.37b, +68% Y/Y
- October 19, 2026 06:44
Quarterly results
Bajaj Housing Finance 2Q resultsNet income: ₹7.57 billion
Revenue: ₹32.51 billion
Total costs: ₹22.71 billion
Gross NPA: 0.29%
Estimates not in the alerts
- October 19, 2026 06:40Stock to buy today: Indian Hotels Company (₹772)
Published on October 19, 2026
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