The global markets, along with GIFT Nifty, indicate that the domestic indices will open on a positive note. Here are updates on all the stocks making headlines. You can check these stocks to stay informed about all key developments.
Earlier on Friday, the NSE Nifty 50 closed the session 96 points or 0.37% lower at 25,795, while the BSE Sensex fell 345 points or 0.41% to close at 84,212.
Stocks to watch on October 27, 2025
Kotak Mahindra Bank
Kotak Mahindra Bank’s net profit fell nearly 3% on year to Rs 3,253.33 crore for Q2 FY26, which is a tad lower than the analyst estimate of Rs 3,345 crore. The fall in the bottom line is due to higher provisions on a year-on-year basis. The provisions and contingencies of the bank were up 43.5% YoY to Rs 947 crore. However, on a sequential basis, the provisions declined by 22%. The provision coverage ratio stood at 77%. Net interest income was up 4% on year to Rs 7,311 crore for the quarter, which is lower than the market expectation of Rs 7,357 crore.
Adani Group
An Indian Government official has denied a Washington Post report that claimed Department of Financial Services (DFS) officials “drafted and pushed through a proposal in May to steer roughly $3.9 billion in investments to Adani’s businesses from the Life Insurance Corporation, or LIC.” In an exclusive note to The Indian Express, the government official clarified that DFS has not written any letter to LIC asking it to invest in the Adani Group.
Infosys
The continuing shutdown of the US government is beginning to disrupt corporate activity for Indian companies with American exposure, as curtailed operations at US agencies delay clearances and filings required for cross-border actions. Infosys and Hindalco are among those now facing procedural holdups as the Securities and Exchange Commission (SEC) and the Committee on Foreign Investment in the United States (CFIUS) are operating with limited staff. Infosys, which announced a Rs 18,000-crore share buyback in early September, has yet to declare a record date for the exercise, though both shareholder approval and the SEC’s exemptive relief were obtained by mid-month.
Hindustan Unilever
Hindustan Unilever (HUL) will double down on high-growth demand spaces, as the firm eyes fewer, but bigger bets, under the leadership of CEO and MD Priya Nair. The focus will be on emerging niche categories or “market makers” as consumers increasingly premiumise. HUL is also bringing its focus back on volume growth, as commodity prices remain soft and GST cuts reduce prices on 40% of its portfolio.
Reliance Industries
Reliance Industries has formalised its artificial intelligence (AI) partnership with Meta Platforms through a newly incorporated joint venture company, Reliance Enterprise Intelligence (REIL). The joint venture, created under RIL’s wholly-owned AI arm, Reliance Intelligence, was incorporated on October 24 and will develop, market and distribute enterprise AI services in India.
NCC
NCC has received a contract valued at Rs 6,828.94 crore from Central Coalfields (CCL) for a major mining project in Jharkhand. This marks the company’s one of the biggest order wins in recent quarters. The contract covers the extraction and transportation of overburden (OB) and coal at the Amrapali open-cast project (OCP) in the Chandragupt Area of Jharkhand.
SBI Cards
SBI Cards and Payment Services’ net profit rose 10% YoY to Rs 445 crore for the September quarter. However, it came in below the Bloomberg consensus estimate of Rs 572 crore. On a sequential basis, the net profit fell by 20%. The growth in retail and corporate spending aided the increase in the bottom line for the quarter. Retail spending increased by 17% YoY to Rs 89,611 crore, while corporate spending surged 218% to Rs 17,452 crore.
Ola Electric
Ola Electric Mobility said its board of directors has approved a proposal to raise funds of up to Rs 1,500 crore. The company may consider raising the amount by issuing equity shares or convertible securities, including warrants or other instruments, via a public offer, rights issue, qualified institutional placement (QIP), private placement, or any other mode, Ola Electric informed the exchanges.
Brigade Hotel Ventures
Brigade Hotel Ventures reported a net profit of Rs 11 crore, up 58% YoY from Rs 7 crore a year earlier, supported by steady business growth, lower finance costs, and reduced tax expenses. The company reported total revenue of Rs 130 crore in Q2 FY26, up 20% from Rs 108 crore in the same quarter last year. Revenue from operations came in at Rs 126 crore, while EBITDA rose 9% YoY to Rs 41 crore.
IRCON International
IRCON International said it has announced that its joint venture with Finolex J-Power Systems has received a Letter of Award (LOA) from Maharashtra State Electricity Transmission Company (MSETCL) for a turnkey works contract valued at Rs 168.40 crore (excluding GST). The project involves the construction of a 220kV double circuit (D/C) transmission line from the 400/220kV Koradi-II Substation to the Mankapur Substation (overhead and underground) under the Nagpur Zone.
