Global Market Futures (as of 07:10 AM IST)
US Market (Futures)
-
Nasdaq: +0.17%
-
Dow Jones: +0.24%
-
S&P 500: +0.30%
European (Futures)
-
Ftse 100: +0.27%
-
Cac 40: -0.18%
-
Dax : +0.59%
Asian
-
Nikkei: +2.63%
-
ASX 200: -0.06%
-
Kospi: +0.68%
-
Hang Seng: +1.94%
-
Shanghai (SSEC): +0.54%
-
Taiwan Weighted Index: +1.41%
Gift Nifty = 25,979.50 (+0.24%)
Note: Singapore stock market observes Trading Holiday Today on account of Diwali
FII and DII Trading Activity October 17, 2025 in Cash market
~FIIs / FPIs: Net Buy of ₹308.98 crore
~DIIs: Net Buy of ₹1,526.61 crore
Key Results Today:
Geojit Financial Services will announce its quarterly earnings today.
Key Quarterly Earnings Update:
Reliance Industries (Q2 Consolidated YoY)
Profit grew 14.3% to ₹22,092 cr as gross revenue rose 9.9% to ₹2.83 lakh cr. EBITDA jumped 14.6% to ₹50,367 cr, with margins improving 80 bps to 17.8%, driven by strong performance across energy, retail, and digital businesses.
Jio Platforms (Q2 YoY)
Profit rose 12.8% to ₹7,379 cr, revenue 14.9% to ₹42,652 cr, and EBITDA 17.7% to ₹18,757 cr, with margin up 140 bps to 51.6%. ARPU improved to ₹211.40, reflecting higher subscriber spends and consistent network expansion.
HDFC Bank (Q2 Standalone YoY)
Profit grew 10.8% to ₹18,641.3 cr and NII 4.8% to ₹31,551.5 cr. Provisions rose 29.6% to ₹3,500.5 cr. Asset quality improved as gross NPA fell to 1.24% and net NPA to 0.42%, showing stable lending discipline.
ICICI Bank (Q2 Standalone YoY)
Profit rose 5.2% to ₹12,358.9 cr, NII increased 7.4% to ₹21,529.5 cr. Provisions fell 26% to ₹914.1 cr, boosting bottom line. Gross NPA declined to 1.58% and net NPA to 0.39%, signaling further asset quality strengthening.
UltraTech Cement (Q2 Consolidated YoY)
Profit surged 75.2% to ₹1,231.6 cr as revenue rose 20.3% to ₹19,606.9 cr, aided by strong demand and pricing discipline. Operational efficiency helped boost margins amid cost pressures.
IndusInd Bank (Q2 Standalone YoY)
Reported a loss of ₹444.8 cr versus ₹1,325.5 cr profit. NII fell 17.5% to ₹4,409.4 cr while provisions rose 44%. Asset quality improved slightly with gross NPA at 3.60% and net NPA at 1.04%.
Punjab National Bank (Q2 Standalone YoY)
Profit grew 13.9% to ₹4,903.7 cr despite 0.5% drop in NII. Provisions jumped 123.3% to ₹643.1 cr. Asset quality improved as gross NPA fell to 3.45% and net NPA to 0.36%.
IDBI Bank (Q2 Standalone YoY)
Profit zoomed 97.5% to ₹3,627.4 cr. NII fell 15.2% but other income surged 89.6%. Write-back of ₹652.6 cr boosted earnings. Gross NPA improved to 2.65%, net NPA steady at 0.21%.
RBL Bank (Q2 Standalone YoY)
Profit fell 20% to ₹179 cr and NII 4% to ₹1,551 cr. Provisions declined 19.2% to ₹499.7 cr. Gross NPA improved to 2.32% though net NPA rose to 0.57%.
Yes Bank (Q2 Standalone YoY)
Profit rose 18.3% to ₹654 cr with NII up 4.6% to ₹2,301 cr. Provisions increased 41%. Asset quality stable as gross NPA remained 1.6% and net NPA 0.3%.
Federal Bank (Q2 Standalone YoY)
Profit declined 9.6% to ₹955.3 cr while NII rose 5.4% to ₹2,495.2 cr. Provisions jumped 129.3%. Gross NPA improved to 1.83%, net NPA steady at 0.48%. Board to consider fund raise on Oct 24.
Bank of India (Q2 Standalone YoY)
Profit rose 7.6% to ₹2,554.6 cr despite 1.2% drop in NII. Provisions fell 57.7%. Gross NPA declined to 2.54%, net NPA to 0.65%, showing better asset quality.
L&T Technology Services (Q2 Consolidated YoY)
Profit rose 2.8% to ₹328.7 cr and revenue 15.8% to ₹2,979.5 cr. Board announced ₹18 per share interim dividend, reflecting steady engineering services growth.
Sobha (Q2 Consolidated YoY)
Profit soared 178% to ₹72.5 cr as revenue climbed 50.8% to ₹1,407.6 cr. Other income nearly doubled to ₹61.7 cr, driving robust earnings growth.
Dixon Technologies (Q2 YoY)
Profit jumped 71.9% to ₹670 cr as revenue grew 28.8% to ₹14,855 cr. Other income at ₹495.7 cr versus loss earlier; no exceptional items this quarter.
DCB Bank (Q2 YoY)
Profit rose 18.3% to ₹183.9 cr and NII 17.1% to ₹596.2 cr. Provisions grew 32.7%. Asset quality improved with gross NPA at 2.91% and net NPA 1.21%.
Tata Technologies (Q2 Consolidated YoY)
Profit grew 5.1% to ₹165.5 cr on a 2.1% rise in revenue to ₹1,323.3 cr, reflecting steady growth in automotive and digital engineering segments.
Havells India (Q2 Standalone YoY)
Profit rose 16.5% to ₹317.5 cr as revenue increased 5.2% to ₹4,766.6 cr. Strong consumer electricals and lighting segments supported growth amid input cost pressures.
AU Small Finance Bank (Q2 YoY)
Profit fell 1.8% to ₹560.9 cr though NII rose 8.6% to ₹2,144.4 cr. Provisions spiked 28.9%. Asset quality steady with gross NPA at 2.41% and net NPA at 0.88%.
Karur Vysya Bank (Q2 YoY)
Profit grew 21.2% to ₹574 cr and NII 18.7% to ₹1,261.2 cr. Provisions rose 52.6%. Gross NPA inched up to 0.76%, net NPA steady at 0.19%.
JSW Energy (Q2 Consolidated YoY)
Profit fell 17.4% to ₹704.7 cr though revenue soared 60% to ₹5,177.4 cr. Higher generation volumes and renewable capacity boosted sales despite margin compression.
Poonawalla Fincorp (Q2 Consolidated YoY)
Reported ₹74.2 cr profit versus ₹471 cr loss last year. NII rose 42% to ₹904.5 cr, driven by retail loan growth and improved asset quality.
CESC (Q2 Consolidated YoY)
Profit rose 20.4% to ₹425 cr as revenue grew 12% to ₹5,267 cr, driven by higher power demand and distribution efficiency improvements.
IDFC First Bank (Q2 Standalone YoY)
Profit surged 75.5% to ₹352.3 cr, NII rose 6.8% to ₹5,112.6 cr, while provisions fell 16%. Gross NPA improved to 1.86%, net NPA to 0.52%, showing asset quality stability.
Key Corporate & Economy Updates:
Positive
Meesho: Received SEBI approval for ₹6,600 crore IPO; eyes December listing.
Yes Bank: Q2 profit up 18% YoY; asset quality stable.
KFin Technologies: Acquired Ascent Fund Services for $35M to boost fund admin.
India Cements: Approves large capex for capacity expansion.
Dalmia Bharat: Tax demand and penalty withdrawn.
Tanla Platforms: Strong Q2 FY26; AI & global expansion highlights growth.
ICRA: Acquires Fintellix for ₹245.63 crore to boost risk analytics.
Thermax: ₹400 million investment to expand clean energy and chemicals.
REC Limited: Strong Q2 & ₹4.60/share interim dividend.
NTPC Green Energy: Commissions 95.75 MW Khavda-I solar project.
Sterling & Wilson Renewable Energy: Bags new ₹17.72 billion projects.
CESC: Q2 revenue ₹52.67B; net profit ₹4.25B—strong operational growth.
Power Grid Corp: Acquires SR WR Power Transmission for ₹1,129M.
Bank of India: Q2 profit ₹25.55B; asset quality up.
L&T Tech Services: Declares ₹18 dividend; profit beats estimates.
Manorama Industries: Strong profit growth on operational strength.
Tata Technologies: Q2 profit ₹166 crore; strong performance.
IndiaMART: Q2 profit up 24% YoY at ₹827 crore.
Marico: Acquires full ownership of HW Wellness Solutions.
360 One Wam: Q2 profit ₹3.15B; declares ₹6 interim dividend.
Shree Digvijay Cement: Q2 profit ₹102.3M.
Ceat: Q2 profit ₹1.86B; revenue rise to ₹37.73B.
JSW Steel: Q2 profit ₹16.23B; ₹200B capex plan reaffirmed.
AU Small Finance Bank: Q2 profit up 5.61B; reappoints CEO.
Ujjivan Small Finance Bank: Q2 profit ₹1.22B; steady asset quality.
Havells India: Q2 profit up 14% YoY; revenue ₹47.79B.
Negative
Reliance Industries: Missed profit estimates due to refining weakness.
Sterling & Wilson Renewable Energy: Q2 FY26 loss ₹4.73B despite strong revenues.
Sapphire Foods: Reports ₹127.7M Q2 loss on ₹7.42B revenue.
Filatex India: Fire at Dadra plant; loss ₹40–50M.
Aartech Solonics: Fire incident halts Mandideep operations.
Tata Power: Temporarily shuts Mundra units until Nov 30.
IPCA Labs: Divests API unit for ₹221.5M; no impact asserted.
Oriental Hotels: Marginal profit; muted outlook due to costs.
Neutral:
HDFC Bank: Eyes loan revival amid govt reforms.
Strides Pharma: Ties up with Ince-PTA for women’s health access.
Orient Electric: Q2 profit up 15.5%, revenue up 6.4%—steady growth.
Canara Bank: Reduces stake in insurance JV to 36.5%.
EaseMyTrip: Diversifies into hospitality, entertainment acquisitions.
Tejas Networks: Q2 revenue ₹2.62B; inventory provisions impact margin.
Shakti Pumps: Injects ₹250M into subsidiary to fuel growth.
Deep Diamond India: Diversifies into AI-based healthcare scanning.
Non-Corporate, Unlisted & International Stock News
1) RBI: Accepts ₹30,000 crore G-Sec auction fully—signals strong demand.
2) RBI Liquidity Move: Announces ₹1.75 trillion VRR auction.
3) India’s M3 Money Supply: Up 9.6% YoY as of Oct 3.
4) India’s Forex reserves dip slightly as banks show resilient lending growth.
5) Markets to remain open on October 20; closed October 21–22 for Diwali Puja
6) India-Japan Fund & EKA Mobility: ₹500 crore EV investment deal.
7)Nvidia: CEO laments China market share crash from 95% to zero.
Bulk Deals
Delhivery:
Smallcap World Fund Inc sold 39.17 lakh shares (0.52% stake) in Delhivery at ₹448.35 per share, totaling ₹175.66 crore. The transaction marks a partial exit by the investor from the logistics service provider.
Canara HSBC Life Insurance Company:
Oxbow Master Fund, backed by Oxbow Capital Management (HK), sold its entire 1.73% stake, equal to 1.64 crore shares, in Canara HSBC Life Insurance at ₹110.15 per share, realizing ₹181.1 crore from the transaction.
MTAR Technologies:
BNP Paribas Financial Markets acquired 3.53 lakh shares of MTAR Technologies at ₹2,288.52 per share, totaling ₹80.8 crore. The purchase indicates strong institutional interest in the precision engineering firm.
IRB InvIT Fund:
LTIMindtree bought 1 crore units of IRB InvIT Fund at ₹60.93 per unit (₹60.93 crore). Meanwhile, IIFL Finance sold 1.17 crore units for ₹70.5 crore, and Kotak Mahindra Bank offloaded 1.28 crore units worth ₹79.86 crore.
On-going IPO: NIL
Upcoming IPO: NIL
Stocks Trading Ex-Dividend on October 20, 2025
Oberoi Realty Ltd, Rama Phosphates Ltd, Tech Mahindra Ltd, Tips Music Ltd
Stocks Under F&O Ban on October 17, 2025
RBL Bank, Sammaan Capital
Source: WOWNEWS24X7, Moneycontrol, Investing.com
