Indian markets are set to open in the green today as GIFT Nifty trades higher and global cues remain positive. Overnight, the US markets closed sharply up with the Nasdaq rising 2% led by Nvidia and the S&P 500 marking its first-ever close above 6,800. Investors now look forward to quarterly results and sectoral updates that could guide near-term momentum.

• Reliance Industries: Jio added 32.5 lakh users in September compared to 19.5 lakh in August, showing sustained subscriber growth.
• Indian Oil Corporation (IOC): Q2 GRMs stood at $10.7 per barrel, well above estimates of $6.5 — a strong margin improvement.
• NTPC Green Energy: Signed an MoU with Paradip Port Authority to collaborate on green hydrogen projects — a significant step toward India’s clean energy goal.
• Indus Towers: EBITDA beat estimates; margin improved 180 bps QoQ with tower additions rising to 4,301 units.
• PNB Housing Finance: Profit rose 24% YoY while credit cost is expected to turn negative in FY26, a healthy sign for asset quality.
• Mazagon Dock Shipbuilders: EBITDA margin expanded 520 bps and revenue grew 6% YoY on improved execution.
• Sona BLW Precision Forgings: Reported better-than-expected earnings with EBITDA up 13% YoY driven by export growth.
• JK Tyre & Industries: Healthy Q2 performance with India business leading growth and steady performance in Mexico.
• AB Capital: Jome Invest likely to sell its entire 2% stake at ₹304.55 per share via block deal today.
• KFin Technologies: Assets Under Management (AUM) rose 7% and EBITDA grew 19% QoQ showing strong operating traction.

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• Bata India: Weak quarter as GST transition hit margins; EBITDA fell 16.7% YoY.
• HOEC: Crude supplied to HPCL had high salt and chloride content; refiner is seeking damages.
• Vodafone Idea: Lost 7.44 lakh users in September vs 3.1 lakh lost in August — continued subscriber erosion remains a concern.
• Hexaware: Denied allegations by Natsoft in an ongoing lawsuit, terming them baseless — sentiment likely muted.
• Canara Robeco AMC: EBITDA margin declined 440 bps QoQ and earnings fell 17%, reflecting higher expenses.

The government has approved ₹5,532 crore of investment under its Electronics Manufacturing Scheme, benefiting several listed companies.

These projects mark a major step in building India’s local electronics component ecosystem and reducing import dependency.

Investors will track results from key companies including:

• Aditya Birla Real Estate Ltd
• NIIT Ltd
• Shree Cement Ltd
• Sundram Fasteners Ltd
• Blue Dart Express Ltd
• TVS Motor Company Ltd
• Adani Green Energy Ltd
• Adani Total Gas Ltd
• Star Health & Allied Insurance Co Ltd
• Happiest Minds Technologies Ltd

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Investor Takeaway

Market sentiment appears upbeat led by positive global cues and domestic policy support for manufacturing. Stock-specific action will dominate with results, government approvals, and deal flows setting the tone. Traders can look for momentum plays in green-zone stocks, while investors may stay cautious on companies showing margin or user base pressure.

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