Which Stocks Are Leading the Bullish Momentum on October 6, 2025?
The new trading week begins with a wave of optimism across sectors, as several Indian companies reported strong Q2 performance, spurring investor confidence. From financial institutions to renewable energy players, the data paints a picture of broad-based economic strength heading into the festive season. Let’s decode the stocks driving this market enthusiasm and why they deserve attention today.
About Today’s Stock Watchlist
Key names showing momentum across financials, energy, consumer, and healthcare segments. Companies like L&T Finance, Angel One, RBL Bank, Nykaa, and JSW Energy have posted impressive Q2 growth figures, reflecting resilience amid a volatile global backdrop.
Financials Lead the Charge
L&T Finance reported disbursements up 25% year-on-year, while its retail loan book surged 17.4% YoY. This underscores the strength of retail credit demand in a rising-rate environment.
RBL Bank showed loan book growth of 14%, with retail advances up 11% YoY, continuing its turnaround momentum. AU Small Finance Bank also impressed with gross advances up 5.3% QoQ and total deposits rising 3.8% sequentially — solid signs of sustained credit growth.
Among PSU lenders, Punjab & Sind Bank clocked 16% loan growth — its best in 10 quarters — while UCO Bank exceeded guidance with loan growth of 16.7% and deposits up 11% YoY. IDBI Bank joined the rally with 14.6% growth in advances.
Energy and Industrial Momentum
JSW Energy commissioned 114 MW of renewable capacity, underscoring India’s continued shift toward clean energy. Meanwhile, IEX (Indian Energy Exchange) saw a 16.1% YoY jump in traded electricity volume, with its real-time market segment up 39.1% YoY — clear indicators of robust power demand amid industrial recovery.
MOIL added to the upbeat industrial trend with Q2 production up 10.3% and sales rising 18.6% YoY, showcasing demand revival in metals and mining.
Consumer and Retail Segment Outlook
Kalyan Jewellers posted consolidated revenue growth of around 30%, with same-store sales up 16% YoY, reflecting festive buying momentum. Nykaa is projected to see gross merchandise value growth in the 30% range, up from mid-20s in recent quarters — signaling robust online consumption trends.
On the real estate front, Sobha delivered a 41% YoY jump in sales volume, its best-ever performance for a first half-year period. The revival in housing demand continues to strengthen the sector’s long-term outlook.
Healthcare and Regulatory Developments
Bajaj Health received approval from the SEC-CDSCO for Phase III clinical trials of its Suvorexant tablet, a major milestone in its R&D pipeline. Meanwhile, Fortis Healthcare gained SEBI clearance allowing IHH to proceed with its 26% open offer, while CGHS revised hospital rates — an update that could impact healthcare pricing dynamics in the near term.
Key Metrics Summary
| Company | Key Growth Metric | YoY / QoQ Growth |
| L&T Finance | Disbursements / Retail Loan Book | 25% / 17.4% |
| RBL Bank | Loan Book / Retail Advances | 14% / 11% |
| IEX | Electricity Traded / RTM Volume | 16.1% / 39.1% |
| Kalyan Jewellers | Revenue / Same-Store Sales | 30% / 16% |
| Nykaa | GMV Growth Estimate | ~30% |
| Sobha | Sales Volume | 41% |
| MOIL | Production / Sales | 10.3% / 18.6% |
| Bajaj Health | Phase III Trials Approval | SEC-CDSCO Nod |
Such broad-based strength indicates that domestic demand remains intact across consumption, financial, and infrastructure-related sectors. This could lend stability to the Nifty’s ongoing consolidation zone near the 22,000 mark.
For traders eyeing near-term moves, staying aligned with active Nifty Option Tips can help gauge rotational trends among banking, power, and consumption-heavyweights.
Market Sentiment and Broader Outlook
Analysts expect near-term volatility to remain stock-specific, with traders preferring fundamentally strong names like JSW Energy and AU SFB. Defensive sectors like healthcare and energy may continue attracting rotational inflows amid ongoing global cues on crude and inflation.
Momentum traders also monitor Bank Nifty Tips for signals on whether PSU banks can sustain this lending momentum in Q3FY26 as liquidity conditions tighten.
Investor Takeaway
With Q2 data showing encouraging signs across credit, consumption, and manufacturing, the market tone remains cautiously optimistic. Investors should focus on quality names showing consistent earnings delivery and manageable leverage. Stay diversified across themes like renewable energy, digital finance, and retail consumption to capture India’s cyclical upturn.
Discover more free analytical insights and sectoral perspectives at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
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.
