Latest Stock Market News

October 9 is the last day to buy shares of seven companies, including Harshil Agrotech, Laxmi Goldorna, and Narmada Macplast, to qualify for upcoming bonus issues. Stocks will trade ex-bonus from October 10, making today the critical cutoff for eligibility.

TCS share price: TCS is set to announce its Q2FY26 results later today, with brokerages projecting net profit between Rs 12,346–13,058 crore and revenue of Rs 64,200–65,700 crore. Analysts will track margins, BFSI growth, GenAI adoption, H1-B visa impact, and deal momentum.

Reliance Industries, despite its massive market capitalization, ranks third in Nifty 50 index weight due to its lower free-float shares. Banks like HDFC Bank and ICICI Bank hold higher weights because a larger portion of their stock is available for public trading, influencing the index more significantly.

A key SEBI official, Ananth Narayan, who spearheaded the probe into Jane Street Group LLC s alleged market manipulation, is set to depart as his term concludes. The investigation into the US trading firm, accused of exploiting India s stock and derivatives markets, continues as SEBI faces Jane Street in court. This high-profile case, involving significant financial stakes, has garnered global attention.

Indian investors are now accessing infrastructure and real estate like never before. Alternative Investment Funds (AIFs), InvITs, and REITs are transforming these sectors into investible asset classes. This democratizes participation, channeling savings into nation-building projects and offering stable, inflation-hedged returns, marking a significant financialization of India s growth.

InCred Equities had named HDFC Bank, Bajaj Auto, Axis Bank, and seven other stocks as its top 10 high-conviction “ADD” picks for October 2025, highlighting strong growth potential, robust fundamentals, and attractive valuations.

Indian markets are poised for growth in FY26. Strong domestic economic activity, a booming IPO market, and increasing SIP investments are key drivers. Festive demand and GST benefits are boosting consumption. Experts anticipate double-digit gains for the financial year. The primary market offers unique, fast-growing companies at attractive valuations. SIP growth reflects increasing investor participation.

Fixed income assets are poised for strong performance over the next year. Churchil Bhatt of Kotak Mahindra Life Insurance highlights supportive macroeconomic conditions. Investors can anticipate better-than-average returns. Recent RBI policy signals potential rate cuts. New banking reforms are set to boost M&A financing and corporate borrowing. This presents a favorable environment for fixed income investments.

Tata Group s retail performance shows a divergence, with Titan Company s jewellery segment exceeding expectations while Trent Ltd. experienced slower-than-anticipated growth. Titan s strong festive demand and studded jewellery sales drove its success, while Trent anticipates a rebound in the festive-heavy third quarter following a slowdown attributed to GST rate cuts and a high base effect.

Despite global headwinds, the Indian equity market shows resilience, with Amar Ambani of YES SECURITIES predicting sustainable 12-14% returns. He highlights strong domestic flows, robust corporate fundamentals, and policy tailwinds supporting a structural bull run, while expecting an earnings revival in H2 FY26.