Market Overview: Key Earnings and Stocks to Watch for October 6, 2025

Market Recap

The Indian markets closed positively on Friday, with the Sensex rising 224 points (0.28%) to 81,207, and the Nifty gaining 58 points (0.23%) to settle at 24,894.

Stocks to Watch Today

Banking and Financials in Focus

HDFC Bank

HDFC Bank reported a 9.9% year-on-year increase in gross advances for Q2 FY26.

Kotak Mahindra Bank

Kotak Mahindra Bank achieved nearly 16% growth in net advances and 14% in deposits.

YES Bank

YES Bank’s loans and advances rose by 6.5% year-on-year for the quarter ended September 2025.

L&T Finance

L&T Finance’s retail assets now constitute 98% of its total loan book, with a 25% increase in retail disbursements.

RBL Bank

RBL Bank reported an 8% year-on-year rise in total deposits, with retail deposits climbing 14%.

UCO Bank

UCO Bank saw a 13.3% increase in total business, with advances up 16.7% year-on-year.

Metals and Mining: Tata Steel, Vedanta in Spotlight

Tata Steel

Tata Steel received a demand notice of Rs 2,410.89 crore for alleged shortfalls in chrome ore dispatches.

Vedanta

Vedanta reported record production in its aluminium and zinc businesses for Q2 FY26.

Pharma and Healthcare Movers

AstraZeneca Pharma

AstraZeneca Pharma received CDSCO approval for its cancer therapy drug Enhertu.

Bajaj Healthcare

Bajaj Healthcare announced clearance for Phase III clinical trials of Suvorexant Tablets.

Lupin

Lupin’s Pithampur Unit-2 facility received an “Official Action Indicated” classification from the USFDA.

Consumer and Retail

Avenue Supermarts (DMart)

Avenue Supermarts reported standalone revenue of Rs 16,218.79 crore for Q2 FY26.

IT and Telecom Highlights

Infosys

Infosys partnered with Telenor Shared Services to modernize HR operations.

Vodafone Idea

Vodafone Idea appointed Tejas Mehta as its new CFO, effective October 6, 2025.

Market Buzz: Q2 Earnings Season Kicks Off with Key Updates

As the Indian markets gear up for a bustling week ahead, investors are keenly anticipating the Q2 earnings season. A slew of companies across banking, metals, pharmaceuticals, and retail sectors are set to unveil crucial business updates for the September quarter (Q2 FY26).

Market Recap

The Indian stock market closed on a positive note last Friday, with the Sensex climbing 224 points, or 0.28%, to finish at 81,207. The Nifty also saw gains, settling at 24,894, up 58 points or 0.23%. This upward momentum sets an optimistic tone as traders look forward to the upcoming earnings reports.

Stocks to Watch on October 6, 2025

Banking and Financials in Focus

• HDFC Bank reported a robust business update for Q2 FY26, with gross advances rising 9.9% year-on-year to ₹27.69 lakh crore. Average deposits also saw a significant increase, up 15.1% on-year to ₹27.1 lakh crore.

• Kotak Mahindra Bank showcased impressive growth, with net advances surging nearly 16% and deposits climbing 14%. The bank’s average CASA grew over 6% to ₹1.98 lakh crore.

• YES Bank announced healthy growth, with loans and advances reaching ₹2.50 lakh crore, marking a 6.5% year-on-year increase. Its assets under management jumped 24% to ₹1.26 lakh crore.

• L&T Finance revealed that retail assets now constitute 98% of its total loan book, with retail disbursements rising around 25% year-on-year to ₹18,850 crore.

• RBL Bank reported an 8% rise in total deposits year-on-year to ₹1.16 lakh crore, with retail deposits climbing 14%, now making up over half of its total deposit base.

• UCO Bank saw a 13.3% increase in total business to ₹5.37 lakh crore, driven by a 16.7% rise in total advances.

Metals and Mining: Tata Steel, Vedanta in Spotlight

• Tata Steel faces scrutiny as it received a demand notice of ₹2,410.89 crore from the Office of the Deputy Director of Mines, alleging a shortfall in chrome ore dispatches.

• Vedanta celebrated record production in its aluminium and zinc sectors, with alumina production at its Lanjigarh refinery up 31% year-on-year and zinc India logging record mined metal production at 258 kt.

Pharma and Healthcare Movers

• AstraZeneca Pharma received approval from the CDSCO to import and sell its cancer therapy drug Enhertu for an additional indication.

• Bajaj Healthcare made headlines by becoming the first Indian firm to receive CDSCO clearance for Phase III clinical trials of Suvorexant Tablets, aimed at treating insomnia.

• Lupin faced challenges as the USFDA classified its inspection of the Pithampur Unit-2 facility as “Official Action Indicated (OAI)” following four observations.

Consumer and Retail

• Avenue Supermarts (DMart) reported standalone revenue of ₹16,218.79 crore for Q2 FY26, up from ₹14,050.32 crore last year, despite one store in Navi Mumbai being closed for reconstruction.

IT and Telecom Highlights

• Infosys announced a partnership with Telenor Shared Services to modernize HR operations using Oracle Cloud HCM.

• Vodafone Idea appointed Tejas Mehta as its new Chief Financial Officer, effective October 6, 2025, succeeding Murthy GVAS.

As the week unfolds, all eyes will be on these companies as they reveal their financial health and strategic directions, shaping market sentiment in the days to come.