Fresh Week Fresh Moves as Tata IPO Buzz Sets the Market Abuzz

• Investors are closely watching Tata’s mega IPO, expected to influence market sentiment.
• HDFC, Kotak, Bajaj Finance, and other banks report strong Q2 growth, driving market attention.
• Asia rallies led by Japan and South Korea, while U.S. markets closed mixed, keeping traders cautious.

• Japan’s Nikkei 225 surged over 4%, buoyed by the election of Sanae Takaichi, expected to become Japan’s first female Prime Minister.
• South Korea’s KOSPI climbed 2.7%.
• Hong Kong’s Hang Seng slipped slightly.
• In the U.S., Friday’s close was mixed: Dow and S&P reached fresh highs, while Nasdaq fell, leaving markets in cautious mode.
• Globally and domestically, today is shaping up to be a day when direction may come early or shift quickly.

• HDFC Bank: Q2 FY26 gross advances rose 9.9% YoY to Rs 27.69 trillion; average deposits up 15.1% to Rs 27.1 trillion. CASA deposits rose 8.5% to Rs 8.7 trillion.
• Kotak Mahindra Bank: Net advances soared 16% to Rs 4.62 trillion; deposits climbed 14.6% to Rs 5.28 trillion; CASA grew over 11%.
• IndusInd Bank: A weak patch net advances down 8%, net deposits down 5%, and CASA ratio sliding from 35.9% to 30.8%.
• Bajaj Finance: New loans booked jumped 26%, AUM up 24% to Rs 4.62 trillion; customer base crossed 110 million (up 4.13 million).
• Bandhan Bank: Advances up 7.2%, deposits up 10.9%; CASA ratio slipped to 28% due to fall in CASA deposits.
• Ujjivan Small Finance Bank: Deposits surged 14.8%, CASA jumped 22.1%, loan book grew 14%, disbursements spiked 48%.
• Bank of Baroda: Global business up 10.5% to Rs 27.79 trillion; advances up 11.9%, deposits up 9.3%.
• Yes Bank: Advances rose 6.5%, CASA ratio improved to 33.8%, deposits up 7.1%.
• Punjab National Bank: Global business jumped 10.6%, deposits up 10.9%, advances up 10.3%.
• AU Small Finance Bank: Deposits soared 20.8%, gross advances up 22.4% though CASA ratio dropped to 29.4%.
• Equitas SFB: Advances climbed 8.6%, deposits up 10.9%, and CASA ratio improved to 31%.
• Canara Bank: Busy with upcoming IPO plans Canara HSBC Life and Canara Robeco AMC IPOs scheduled for October 9 & 10.
• IDBI Bank: Business up 12%, advances up 15%, deposits up 9%, CASA deposits also up 4%.
• UCO Bank: Business rose 13.3%, advances jumped 16.7%, deposits up 10.9%.
• Punjab & Sind Bank: Business up 12.3%, advances surged 16.2%, deposits up 9.4%.

Banking and financials will be under the spotlight heavyweights like HDFC, Kotak, and Bajaj may steer sentiment.

• Infosys: Announced a partnership with Telenor Shared Services to streamline HR operations using Oracle Cloud Human Capital Management. Watch how this improves efficiencies and margins.

• Lupin: Facing regulatory pressure the U.S. FDA classified inspection of Pithampur Unit-2 as 'Official Action Indicated'. The company says it’s working to resolve issues. Meanwhile, Lupin also launched a bioequivalent liraglutide injection in the U.S. aimed at improving glycemic control in adults.

• Avenue Supermarts (DMart): Q2 FY26 standalone revenue stood at Rs 16,218.8 crore up 15.4% YoY. It now operates 432 stores, though one is temporarily shuttered for reconstruction.
• Aditya Birla Lifestyle Brands: Flipkart Investments is expected to offload up to 6% stake via a block deal valued at ~$112 million a move that could stir volatility.
• Metals & Mining
• Hindustan Zinc: Refined lead production jumped 29%, silver output rose 22%, mined-metal production up 1%. Refined zinc and wind power also saw gains.
• Vedanta: Aluminium production up ~1%; zinc sales declined 6%; however, zinc international production surged 38%; silver output fell 22%.
• MOIL: September production hit a record 1.52 lakh tonnes, up 3.8%, with core exploratory drilling up 46% YoY.

• Sobha: A robust quarter total sales value jumped 61.4% to Rs 1,902.6 crore. Average realization rose 7.7%, and new sales area was up 50% YoY.

• Vodafone Idea: Announced Tejas Mehta as the new CFO effective October 6, replacing Murthy GVAS whose term ended.

• Force Motors: September sales rose 1.79% to 2,610 units over the same month last year.
• Allcargo Logistics: Its subsidiary ALX Shipping Agencies has filed a complaint with Mumbai’s Economic Offences Wing, seeking criminal action against its CEO and a client. Watch for fallout.

• Ceigall India: Landed Letters of Award worth Rs 1,309 crore from Maharashtra State Electricity Distribution Company to build 337 MW of solar projects. Big-ticket wins like these often attract investor interest.

• Mainboard
• Pace Digitek
• SME
• Manas Polymers
• Bhavik Enterprises
• Ameenji Rubber
• Earkart
• KVS Castings
• MPK Steels
• Rukmani Devi Garg Agro Impex

Watch these fresh listings; they can see sharp swings on debut.

• Jinkushal Industries: Four investors acquired 3.56% stake; Swyom India Alpha Fund bought 1.04% at Rs 125/share.
• Sammaan Capital: BNP Paribas Financial Markets invested Rs 96.97 crore, acquiring 58.98 lakh shares.
• Cube Highways Trust: 360 ONE Real Assets Funds acquired 1.42 crore units worth Rs 190.28 crore.
• Eternal: BofA Securities bought 1.08 crore shares worth Rs 355.32 crore from Goldman Sachs Bank Europe.

• RBL Bank remains in the F&O ban list. Keep this in mind if you trade derivatives.