State-owned insurer LIC on Thursday reported a 32 per cent jump in net profit to Rs 10,053 crore for the second quarter ended September 30, aided by a lower commission outgo. The country's biggest insurer had reported a net profit of Rs 7,621 crore in the year-ago period.
The passenger vehicle (PV) business of Tata Motors, which also includes the electric vehicle and Jaguar Land Rover businesses, post-demerger is now valued at Rs 1.45 trillion.
Indian information technology (IT) services companies reported lacklustre growth in the second quarter, at a time when the macroeconomic environment did not deteriorate further. HCLTech emerged the best performer among India's top six IT services firms with a constant-currency growth rate of 4.6 per cent, even though uncertainties continued to persist.
Fintech firm One97 Communications, which owns the Paytm brand, reported its first-ever consolidated net profit at Rs 122.5 crore in the quarter ended June 2025, mainly on account of cost optimisation and an increase in payment revenue. Paytm had posted a net loss of Rs 840 crore in the year-ago period.
India's gems & jewellery exports witnessed 30.6 per cent year-on-year (Y-o-Y) contraction in October to $2.17 million, amid the imposition of a steep 50 per cent tariff by the United States (US) on several Indian products.
Analysts at Morgan Stanley have updated their outlook for the Indian markets, and they now expect the Sensex to hit the 107,000 mark by December 2026 in a bull-case scenario, translating into an upside of 26 per cent from current levels.
The Reserve Bank on Wednesday lowered the inflation projection for the current fiscal to 4 per cent from 4.2 per cent earlier, taking into account good agricultural output and falling crude prices.
While GST on ICE vehicles was brought down significantly, for electric cars it remained at 5 per cent.
They accounted for 39.1 per cent of the premium paid to trade equity options in September 2025.
Britannia Industries is looking to drive volume-led growth as it looks to target regions, consumer-centric products and distribution. The company also wants to make sure that it is price-competitive in each of the regions.
The reduction in the goods and services tax (GST) rates has increased the momentum in India's economic activity both on the supply and demand sides, while robust agricultural activity - reflected in the strong onset of rabi sowing and adequate reservoir levels - has reinforced the outlook for food supply and rural incomes, the finance ministry said on Thursday.
LG Electronics India saw its net profit decline by 27.3 per cent due to margin pressures witnessed in the second quarter. Its net sales in the quarter marginally rose 0.9 per cent to Rs 6,170.4 crore in the July-September quarter.
In a first, Indian oil public sector undertakings (PSUs) finalised a one-year contract to import around 2.2 million tonnes (mt) of liquefied petroleum gas (LPG) from the US. The LPG import deal comes at a time when negotiations for an India-US bilateral trade agreement (BTA) are gathering steam. Earlier in the month, US President Donald Trump had said Washington and New Delhi were "pretty close" to reaching a fair trade deal.
Given the stronger rural activity, and potential goods and services tax (GST) impact, investors are bullish on the two-wheeler (2W) segment. In August, dealers in the domestic market picked up 11 per cent more 2Ws year-on-year (Y-o-Y), despite only 2 per cent growth in retail registrations. This indicates inventory stocking ahead of the festival season. Export trends were good. TVS Motor and Royal Enfield may have gained domestic market share.
Automotive (auto) stocks have been among the best performers in the BSE 200 index in recent months. More than half of the top 15 gainers over the past one, two, and three months have come from the sector.
Sun Pharmaceutical Industries on Wednesday posted a 2.56 per cent increase in its consolidated net profit to Rs 3,118 crore for the second quarter ended September 30, aided by robust sales in India and emerging markets. The Mumbai-based drug major reported a net profit of Rs 3,040 crore for the July-September quarter of the last fiscal.
Domestic PMI data, US Federal Reserve meeting minutes and the progress on India-US trade deal negotiations are likely to influence movement in the equity market in the week ahead, according to analysts. Moreover, the trading activity of foreign investors would also influence the equity market trends.
Jio Platforms Limited is likely to have a valuation of $148 billion by the time it goes public on the back of strong free cash flow and potential deleveraging, ICICI Securities said.
'This marks a turning point for Paytm, with the regulatory environment looking much clearer than it has been in the last two years.'
Importers are rushing to hedge their dollar positions amid the sharp depreciation of the rupee against the American currency and expectations of further volatility even as exporters are holding off after suffering mark-to-market (MTM) losses on earlier hedges.
India's top listed real estate developers - DLF, Lodha Group, Prestige Estates, and Oberoi Realty, excluding Godrej Properties - reported strong presales growth in the first quarter (Q1) of 2025-26 (FY26), even as earnings showed a mixed trend. According to Nomura, the top five developers - DLF, Lodha, Prestige, Oberoi, and Godrej - recorded a cumulative 59 per cent year-on-year (Y-o-Y) growth in presales.
Fashion and lifestyle retailer Trent on Friday reported a 11.3 per cent on year rise in its consolidated net profit for the second quarter of 2025-26 (Q2FY26). Its revenue from operations rose 15.9 per cent to Rs 4,817.68 crore in Q2 compared to the same period last year.
Brookfield India Real Estate Trust (BIRET) plans to acquire a large office campus, covering 7.7 million sq ft, in Bengaluru for Rs 13,125 crore to expand its portfolio.
There are some apparent paradoxes visible in the data from the first quarter of 2025-26 (Q1FY26). The gross domestic product (GDP) delivered a positive surprise with 7.8 per cent year-on-year (Y-o-Y) growth.
Tata Motors, which now houses the company's commercial vehicle business, on Thursday reported a consolidated net loss of Rs 867 crore in the September quarter, impacted by mark-to-market losses of Rs 2,026 crore on account of investment in Tata Capital.
'We expect this festival buying spirit to continue in October as well, with upcoming festivities including Dhanteras and Diwali, which traditionally witness spirited buying from customers.'
Indian corporates collectively raised over Rs 17,500 crore from the domestic debt capital market through bond issuances on Tuesday. The issuances were led by Bharti Telecom's Rs 10,500 crore fundraise in two tranches, the largest by an Indian company in the domestic market so far in FY26.
After a subdued first quarter of 2025-26 (Q1FY26), banks are now betting big on the festive season, rolling out attractive loan offers to boost credit growth in the second half of the current financial year (H2FY26) - a trend likely to be further accentuated by the second-order effects of the good services tax (GST) cuts.
Wholesale price inflation (WPI) softened to 0.13 per cent in September on easing in prices of food articles and manufactured items, government data showed on Tuesday. WPI-based inflation was 0.52 per cent in August and 1.91 per cent in September last year.
FMCG major Hindustan Unilever Ltd (HUL) on Thursday reported an increase of 3.8 per cent in consolidated net profit at Rs 2,694 crore for the second quarter ending September 2025. The company had logged a net profit of Rs 2,595 crore in the July-September quarter a year ago, the company said in a regulatory filing.
With gains of over 28 per cent, Hero MotoCorp has emerged as the best-performing largecap automotive stock over the past three months. The rally has been driven by an improved outlook for the rural segment, higher demand during the ongoing festival season, and rising affordability following cuts in goods and services tax (GST) rates.
Ola Electric on Thursday said its automobile business turned profitable in the quarter ended September 2025 with pre-tax earnings growing by 0.3 per cent against a contraction of 5.3 per cent in the preceding three months.
Axis Bank on Wednesday reported a 26 per cent decline in standalone net profit to Rs 5,089.64 crore annually for the quarter ended September 2025. The private sector lender posted a profit of Rs 6,917.57 crore for the July-September quarter in 2024-25.
In an event-heavy week, stock investors will track ongoing quarterly earnings, the US Federal Reserve's interest rate decision, and macroeconomic data for market direction, analysts said. Moreover, progress in India-US trade negotiations will remain a key focus for investors, an expert said.
State Bank of India-led public sector banks posted a record cumulative profit of Rs 49,456 crore in the second quarter of the current fiscal, reflecting a 9 per cent year-on-year growth despite two lenders reporting a decline. All 12 public sector banks (PSBs) together made a profit of Rs 45,547 crore in the September quarter of FY25.
India's industrial production growth remained steady at 4 per cent in September this year due to the good performance of the manufacturing sector, according to official data released on Tuesday. The factory output, measured in terms of the Index of Industrial Production (IIP), had expanded by 3.2 per cent in September 2024.
India's mergers and acquisitions (M&A) activity cooled in the second quarter of 2025-26 (Q2FY26), with deal value falling to $26.26 billion from $29.04 billion a year ago, according to Bloomberg data.
Cricket Australia (CA) announced a net deficit of A$11.3 million ($7.34 million) for the 2024-25 financial year on Thursday, with a steep increase in costs offsetting a jump in revenue from hosting the Border-Gavaskar series against powerhouse India.
The Indian economy recorded a six-quarter high growth of 8.2 per cent in July-September, as factories churned out more products in anticipation of a consumption boost from the GST rate cut, according to government data.
Currently, India has five publicly listed Reits: Brookfield India Real Estate Trust, Embassy Office Parks Reit, Mindspace Business Parks Reit Nexus Select Trust, and Knowledge Realty Trust.