The market is set for a busy week as the street prepares for the Q2 earnings season. Several companies across banking, metals, pharma, and retail sectors releasing key business updates for the September quarter (Q2 FY26). Here’s a look at the stocks likely to be in focus today.
Market recap
Meanwhile, the Indian markets wrapped up Friday’s session on a positive note. The Sensex climbed 224 points or 0.28% to close at 81,207, while the Nifty settled at 24,894, up 58 points or 0.23%.
Stocks to watch on October 6, 2025
Banking and Financials in Focus
HDFC Bank
HDFC Bank reported a steady business update for Q2 FY26, with gross advances rising 9.9% year-on-year to Rs 27.69 lakh crore from Rs 25.19 lakh crore last year, and 4.4% sequentially from Rs 26.53 lakh crore in June. Average deposits stood at Rs 27.1 lakh crore, up 15.1% on-year and 2% quarter-on-quarter.
Kotak Mahindra Bank
Kotak Mahindra Bank clocked a double digit growth in advances and deposits. The private sector bank’s net advances grew nearly 16% while deposits jumped 14%. The average CASA for Q2 also grew over 6% to Rs 1.98 lakh crore.
YES Bank
Private sector lender YES Bank reported a healthy growth in its business for the quarter ended September 2025. The bank’s loans and advances stood at Rs 2.50 lakh crore, marking a 6.5% year-on-year and 3.9% sequential increase. Its assets under management (AUM) jumped 24% to Rs 1.26 lakh crore.
L&T Finance
L&T Finance, the non-bank lender, released its Q2 FY26 business update. Retail assets now make up 98% of its total loan book, up from 96% a year ago. Retail disbursements rose around 25% year-on-year to Rs 18,850 crore.
RBL Bank
RBL Bank posted an 8% rise in total deposits year-on-year to Rs 1.16 lakh crore as of September 2025. Deposits below Rs 3 crore, largely retail climbed 14% YoY, now forming over half of its total deposit base.
UCO Bank
UCO Bank reported a 13.3% increase in total business to Rs 5.37 lakh crore for Q2 FY26. Total advances rose 16.7% year-on-year, while deposits were up nearly 11%. Domestic operations accounted for a major share of the growth.
Metals and Mining: Tata Steel, Vedanta in Spotlight
Tata Steel
Tata Steel has received a demand notice of Rs 2,410.89 crore from the Office of the Deputy Director of Mines, Jajpur. The notice alleges shortfall in chrome ore dispatches from the Sukinda Chromite Block for the fifth year of operations. The demand includes both the sale value of the shortfall and appropriation of performance security.
Vedanta
Vedanta, led by Anil Agarwal, reported record production across its aluminium and zinc businesses in Q2 FY26. Alumina production at its Lanjigarh refinery jumped 31% year-on-year, while aluminium output reached 617 kt, its highest ever. Zinc India also logged record mined metal production at 258 kt for the quarter.
Pharma and Healthcare Movers
AstraZeneca Pharma
AstraZeneca Pharma India received approval from the Central Drugs Standard Control Organisation (CDSCO) to import and sell its cancer therapy drug Enhertu (trastuzumab deruxtecan) for an additional indication.
Bajaj Healthcare
Bajaj Healthcare announced it has received CDSCO clearance to begin Phase III clinical trials of Suvorexant Tablets, used for treating insomnia. This makes Bajaj Healthcare the first Indian firm to get such approval.
Lupin
Lupin said the USFDA has classified its inspection of the Pithampur Unit-2 facility as “Official Action Indicated (OAI)”. The inspection, conducted in July, included four observations.
Consumer and Retail
Avenue Supermarts (DMart)
Avenue Supermarts, operator of the DMart retail chain, reported standalone revenue of Rs 16,218.79 crore for Q2 FY26, a rise from Rs 14,050.32 crore last year. The company now operates 432 stores, though one in Navi Mumbai remains closed for reconstruction.
IT and Telecom Highlights
Infosys
Infosys announced a partnership with Telenor Shared Services to modernise HR operations using Oracle Cloud HCM.
Vodafone Idea
Telecom major Vodafone Idea said it has appointed Tejas Mehta as its new Chief Financial Officer and Key Managerial Personnel, effective October 6, 2025. He succeeds Murthy GVAS, whose tenure ended on October 5.