Global Market Futures (as of 07:20 AM IST)
US Market (Futures)
• Nasdaq: +0.01%
• Dow Jones: +0.08%
• S&P 500: +0.02%
European (Futures)
• Ftse 100: -0.05%
• Cac 40: +1.85%
• Dax : -0.27%
Asian
• Nikkei: +0.67%
• ASX 200: +1.17%
• Shanghai (SSEC): +0.07%
• Hang Seng: +0.24%
• Kospi: +1.53%
• Taiwan Weighted Index: +1.23%
• Straits Times index: -0.57%
Gift Nifty = 25,455.50 (+0.07%)
FII and DII Trading Activity October 15, 2025 in Cash market:
~FIIs / FPIs: Net Buy of ₹68.64 crore
~DIIs: Net Buy of ₹4,650.08 crore
Key Results Today:
Infosys, Wipro, Jio Financial Services, Nestle India, LTIMindtree, Eternal, JSW Infrastructure, Indian Bank, Alok Industries, CIE Automotive India, Crizac, Cyient, Ganesh Consumer Products, Indian Overseas Bank, Ivalue Infosolutions, Kajaria Ceramics, Mastek, Metro Brands, Punjab & Sind Bank, Rallis India, South Indian Bank, Sunteck Realty, Vikram Solar, Waaree Energies, and Zee Entertainment Enterprises will release their quarterly earnings today.
Key Quarterly Earnings Update:
Axis Bank - Q2 (Standalone YoY):
Q2 profit plunged 26.4% to ₹5,089.6 cr due to higher provisions up 60.9%. Net interest income rose marginally by 1.9%. Asset quality improved with GNPA at 1.46% and NNPA at 0.44%.
HDFC Life Insurance - Q2 (Consolidated YoY):
Profit increased 3% to ₹448.3 cr, while net premium income surged 13.6% and net commission rose 26.4%. Strong top-line growth supported stable profitability despite higher costs.
L&T Finance - Q2 (Consolidated YoY):
Profit grew 5.6% to ₹734.8 cr with revenue up 7.9% and net interest income rising 10.3%. Healthy growth across segments reflects improved lending momentum and efficient margin management.
HDFC AMC - Q2 (Consolidated YoY):
Delivered strong Q2 FY26 results with net profit rising 25% year-on-year to ₹7.18 billion and revenue up 16% to ₹10.27 billion, supported by higher AUM. The board also approved a 1:1 bonus share issue to reward investors.
HDB Financial Services - Q2 (YoY):
Profit declined 1.6% to ₹581.4 cr as provisions jumped 73.5%. Net interest income grew 19.6%, and AUM increased 12.8% to ₹1.11 lakh cr. Asset quality weakened with higher Stage 3 loans.
Oberoi Realty - Q2 (Consolidated YoY):
Profit surged 29% to ₹760.3 cr on a 34.8% revenue rise to ₹1,779 cr. Strong performance driven by robust real estate demand and higher project completions.
Delta Corp - Q2 (Consolidated YoY):
Profit fell 7% to ₹25.1 cr despite nearly flat revenue growth at ₹182.8 cr. Margins contracted amid regulatory and operating challenges in gaming and hospitality segments.
Angel One - Q2 (Consolidated YoY):
Profit dropped 50% to ₹211.7 cr as revenue declined 20.7%. Weak market activity and lower trading volumes impacted earnings significantly versus the previous year.
Network18 Media - Q2 (YoY):
News business revenue grew 7.2% to ₹477.2 cr and EBITDA rose 5.1%. Operating margin stayed stable at 1.5%, reflecting modest growth amid rising media competition.
Hathway Cable & Datacom - Q2 (Consolidated YoY):
Profit decreased 29.2% to ₹18.25 cr, though revenue rose 4.7% to ₹536.7 cr. Margins remained under pressure due to higher costs and subdued subscription growth.
Huhtamaki India - Q2 (YoY):
Profit surged 214% to ₹36.8 cr despite a 4.3% revenue fall to ₹624.7 cr, indicating cost efficiencies and improved product mix supporting strong bottom-line recovery.
KEI Industries - Q2 (Consolidated YoY):
Profit jumped 31.5% to ₹203.5 cr, with revenue up 19.4% to ₹2,726.3 cr. Growth driven by strong demand in cables and wires and operational efficiency gains.
Kewal Kiran Clothing - Q2 (Consolidated YoY):
Profit plunged 31.5% to ₹44.9 cr despite 14.9% revenue growth. A sharp 80.2% fall in other income impacted earnings despite decent apparel sales momentum.
Half Yearly Business Updates:
Adani Green Energy - (H1FY26 YoY)
- Operational capacity increases 49% to 16.7 GW
- Greenfield capacity addition at 2.4 GW Vs 0.25 GW
- Sale of energy rises 39% at 19,569 million units
Key Corporate & Economy Updates:
Positive
~Delta Corp: Q2 revenue ₹183 crore and profit ₹25 crore indicate stable performance amid regulatory headwinds.
~Network18: Acquired Lokmat Media for ₹25 crore, strengthening regional news portfolio.
~Adani Green Energy: H1 FY26 capacity up 49%, energy sales surged 39%; signs of robust growth.
~L&T Finance: Retail disbursements up 25%, Q2 profit ₹735 crore, driven by retail growth.
~Bharat Electronics (BEL): Secured ₹5.92 billion order, boosting defence pipeline.
~Oberoi Realty: Q2 revenue ₹17.79 billion, profit ₹7.6 billion; strong residential demand.
~HDB Financial Services: Declared ₹2 dividend/share, Q2 profit ₹5.81 billion.
~Adani Green (Hydro): Formed five subsidiaries to enter hydropower—strategic diversification.
~IRM Energy: Raised stake to 50% in Venuka Polymers, reinforcing long-term investment.
~Goel Construction: Bagged ₹635 million order from Amuja Concrete, improving order book.
~Virinchi Ltd: Approved ₹56 crore fundraise via convertible warrants—growth capitalization.
~Jyoti Structures: Won ₹288 crore AESL power project—business expansion.
~Hero MotoCorp: Expanding globally to Spain via Noria Motos—steady execution.
~TVS Motor: Launched Apache RTX at ₹1.99 lakh—product expansion.
Negative
~Hathway Cable and Datacom: Q2 revenue at ₹5.37 billion; remains under pricing pressure.
~Axis Bank: Q2 profit missed estimates despite strong income; crop loan provisions at ₹12.31 billion.
~Future Market Networks: Surrendered ₹600 million mall lease; rationalizing assets.
~AIA Engineering (Welcast Steels): To permanently shut Bengaluru plant—cost-cutting move.
Neutral:
~QGO Finance: Plans to raise funds through debentures.
~JK Cement & Toshali Cement: NCLT approved amalgamation—streamlining operations.
~Network18 Media & Investments: Q2 revenue resilient with profit turnaround; steady sentiment.
~Axis Bank (GDR Amendment): GDR voting rights revision—governance alignment.
~Jeevan Scientific Technology: Plans to issue 4.2M shares, 3.5M warrants at ₹40 each—capital expansion.
~BigBloc Construction: Proposed merger of StarBigBloc—structural consolidation.
Non-Corporate, Unlisted & International Stock News
1) RBI Chief Sanjay Malhotra outlines vision for stable rupee and smart digital economy.
2) RBI fines Bank of Baroda ₹1.29 lakh for delayed reporting.
3) SEBI issues master circular for listing of non-convertible securities and debt instruments.
4) UBS outlines 3 triggers for 2025 RBI rate cuts (potential 50 bps).
5) India-Saudi Arabia announce textile sector investment partnership.
6) UK raises sanctions against Russian oil giants Lukoil & Rosneft.
7) Sri Lanka’s September Services PMI dips; Manufacturing steady.
8) India to initiate anti-dumping duties to protect domestic industry.
9) Trade Secretary confirms India’s export diversification push shielded from U.S. tariffs.
10) RBI’s T-Bill auction sees partial allotments amid tight liquidity.
11) India’s September import bill rises: oil $14B, gold $9.6B.
12) Indian rupee posts strongest 1-day rally since June 2024.
Bulk Deals
MSTC
WisdomTree Emerging Markets High Dividend Fund, a fundamentally weighted index comprising the highest dividend-yielding common stocks globally, purchased 3,59,146 equity shares (0.51%) in state-owned MSTC at Rs 539.13 per share, valued at Rs 19.36 crore.
Allcargo Logistics
WisdomTree Emerging Markets High Dividend Fund also acquired 68,17,024 shares (0.69% stake) in Allcargo Logistics at Rs 34.15 per share, amounting to Rs 23.28 crore.
Prataap Snacks
Malabar India Fund, founded by Sumeet Nagar, has exited its position in Prataap Snacks by selling its entire holding of 3,46,439 shares (1.4% stake) at Rs 1,012.01 per share, totaling Rs 35.06 crore.
Mainboard Listing on October 16:
- Canara Robeco Asset Management Company
- Rubicon Research
- Anantam Highways Trust (InvIT)
On-going IPO:
(Last Date 17-Oct)
-Midwest Ltd
Stocks Trading Ex-Dividend on October 16, 2025
Elecon Engineering Company Ltd.
Stocks Trading Ex-Bonus on October 16, 2025
Concord Control Systems Ltd (3:5)
Welcure Drugs & Pharmaceuticals Ltd (1:10)
Stocks Trading Ex-Split on October 16, 2025
Welcure Drugs & Pharmaceuticals Ltd (From Rs. 10 to Re. 1)
Stocks Under F&O Ban on October 16, 2025
Sammaan Capital
Source: WOWNEWS24X7, Moneycontrol, Investing.com
