Which Stocks Are on Investors’ Radar Today After Q2 Announcements?
As the earnings season continues, several major companies have made headlines with their Q2FY26 results and strategic updates. From IT and infra majors to auto and defense names, today’s stock watchlist highlights firms likely to see notable trading activity based on fresh developments and broker sentiment.
Top Positives
- 🟢 Wipro – Inline Q2 results; management raises IT revenue guidance, signalling steady execution momentum.
- 🟢 Infosys – Q2 numbers beat Street estimates with strong operational discipline and margin stability.
- 🟢 LTI Mindtree – Profit after tax up 12% QoQ, showing integration success and broad-based growth across verticals.
- 🟢 JSW Infra – EBITDA rises 17% YoY, driven by higher port volumes and logistics contributions.
- 🟢 Jio Financial Services – Revenue more than doubles YoY, underscoring the rapid scale-up of lending and insurance verticals.
- 🟢 Waaree Energies – Revenue surges 70% YoY on strong solar module demand and capacity expansion.
- 🟢 BEML – Signs partnership with Kineco for aerospace and defence applications; diversification gaining pace.
- 🟢 Tata Motors – Company name to change to “Tata Motors Passenger Vehicles Ltd” effective October 24; restructuring continues.
- 🟢 Aegis Vopak – Board approves ₹660 crore fundraising via NCDs to strengthen balance sheet.
- 🟢 CMS Info Systems – PPFAS Mutual Fund acquires 20 lakh shares (1.22% stake), indicating institutional confidence.
The positive momentum across technology, infrastructure, and renewable energy stocks suggests renewed investor confidence in cyclical recovery. Defensive bets like Infosys and LTI Mindtree remain favorites in the IT space, while JSW Infra and Waaree Energies benefit from structural demand tailwinds.
Traders looking to align with these upward movers can focus on volume breakouts and derivatives momentum. For sectoral trading precision, check our Nifty Futures Tip and stay positioned with market-leading names.
Stocks Under Pressure
- 🔴 Eternal – Management signals that Blinkit’s EBITDA breakeven is not a near-term priority; margins may remain subdued.
- 🔴 Cyient – Margins declined 130 bps QoQ despite steady revenue, raising concerns on execution and cost management.
- 🔴 Metro Brands – Mixed Q2 results; PAT down 3% YoY amid flat volume growth and soft discretionary demand.
The underperformers face temporary headwinds linked to execution delays or cost pressures. However, selective buying interest could emerge on dips once visibility improves in the December quarter.
Investor Takeaway
Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, who is also a SEBI Regd Investment Adviser, notes that today’s action list reflects a shift toward growth-oriented plays in IT, infra, and renewables. Investors can stay selective and track mid-cap leadership trends for the next breakout phase. Explore detailed guidance at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
Related Queries
- Which Sectors Are Leading Q2 Earnings Momentum?
- Are IT Stocks Entering a Recovery Phase After Weak FY25?
- How Is Institutional Buying Shaping Mid-Cap Market Leadership?
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
