INDIA MARKET LENS

Company news

Company news from NSE and BSE listed businesses: results, order wins, deals, management changes and corporate actions.

Thursday, 1 October 2026

NTPC Q2 power generation grows 13% to 118 bn units; coal dispatch up 28%

NTPC has reported about 13 per cent year-on-year growth in power generation to 117.9 billion units (BUs) in July-September from 104.4 BUs in the year-ago quarter. "NTPC recorded…

NTPCQuarterly Results

AMC stocks face rough waters; Kotak sees selective opportunities in SBI, HDFC AMC

Indian asset management companies are experiencing steady retail inflows, notably through Systematic Investment Plans. Kotak Institutional Equities suggests that future growth is…

2 outletsSBINHDFCBANKMutual Funds

M&M races to number 2 spot in Sept passenger vehicle sales

Mahindra & Mahindra was India’s second-largest passenger vehicle maker in FY26. However, the carmaker lost this spot to Tata Motors in the first five months of FY27

M&MTATAMOTORS

At 52-week lows: RIL, ONGC, M&M, Airtel, PB Fintech, 69 other BSE500 stocks

The foreign institutional investors remained net sellers for the fifth consecutive session, offloading equities worth more than ₹10,148 crore on Wednesday, September 30, 2026.

RELIANCEONGCBHARTIARTL

September Auto Sales Live Updates: Tata Motors PV Sales Grow 15%, Maruti Suzuki Dispatches Rise 24%, Ashok Leyland Up 28%

September auto sales data will be released today, highlighting demand trends in passenger vehicles, two-wheelers, commercial vehicles, and tractors during the festive season.

2 outletsTATAMOTORSMARUTI

RIL Q2 Results: Nuvama sees 17% EBITDA growth, led by O2C biz. Here’s what to expect

Reliance Industries is expected to report 17% year-on-year growth in Q2FY27 EBITDA to Rs 53,700 crore, led by stronger refining margins and higher throughput, according to Nuvama…

2 outletsRELIANCEQuarterly Results

Bajaj Auto shares crash 8% on weak sales data, down 18% in 1 month: Will Dussehra-Diwali drive rebound? Expert decodes

Bajaj Auto shares fell nearly 8% following weak September sales data, revealing a 9% annual decline in domestic sales. Despite a slight recovery, concerns remain over market share…

BAJAJ-AUTO

Can technology fix ICICI Lombard's underwriting equation?

ICICI Lombard is betting on technology to cut costs, accelerate growth and improve underwriting, but with its combined ratio above 100%, the digital push faces a crucial test of…

ICICIBANK

Indian oil refiners change tactics, hire tankers to sail through Hormuz

Refiners are shifting from relying on Gulf producers and traders to transport crude through Hormuz, seeking to reduce the premium paid for cost-and-freight shipments

IOC

Macquarie stock recommendations: ICICI Bank, SBI, PayTM to LIC — top 11 financial shares to buy on rerating potential

Macquarie stock recommendations: The global brokerage is expecting a turn around in the Indian financial shares

ICICIBANKSBIN

Bajaj Auto, M&M, Hero Moto skid up to 6%; here's why auto stocks are down

Nifty Auto index decline 3 per cent to 25,507, hitting an over four month low on the National Stock Exchange in Thursday's intraday deal.

BAJAJ-AUTOHEROMOTOCO

Bajaj Auto shares tumble 6%, M&M hits 52-week low after September auto sales data. What went wrong?

Shares of Bajaj Auto and Mahindra & Mahindra (M&M) came under pressure after their September auto sales data, with Bajaj Auto falling nearly 6% and M&M hitting a fresh…

2 outletsBAJAJ-AUTO

AI pressure, client caution cloud Indian IT earnings in September quarter

India's top IT firms are bracing for underwhelming earnings as they revise annual revenue growth expectations downward. The duel of AI-induced pricing pressures alongside…

2 outletsINFYQuarterly Results

Bajaj Auto Share Price Falls Over 7% After Weak Domestic Two-Wheeler Sales In September

Bajaj Auto sold a total of5,38,443 units in September 2026, registering a growth of 5% from 5,10,504 units sold in the same month a year ago.

BAJAJ-AUTO

Persistent, Hexaware Get A Seat At The 'IT Challengers' Table: Why Is Morgan Stanley Looking Beyond TCS, Infosys?

Morgan Stanley's broader challenger basket includes Coforge, Mphasis, Hexaware, Persistent and LTM, adding that "challengers" now have more diversified service offerings, are…

TCSINFY

Double delight Tech Mahindra shareholders: Bonus issue and dividend amount this Diwali season - check board meeting date

Tech Mahindra share price will remain in focus on Thursday, 1 October, after the company said that board will consider interim dividend for FY27 and a bonus share issue at its…

TECHMCorporate Actions

September Auto Sales Live Updates: Bajaj Auto, Escort Kubota Sept Sales Below Expectation

September auto sales data will be released today, highlighting demand trends in passenger vehicles, two-wheelers, commercial vehicles, and tractors during the festive season.

BAJAJ-AUTO

Kotak Mahindra Bank Share Price Gains Over 3% After Appointment Of Anup Kumar Saha As New MD And CEO

Kotak Mahindra Bank said that the Reserve Bank of India (RBI) has approved the appointment of Anup Kumar Saha as MD & CEO for three years, effective January 1, 2027.

6 outletsKOTAKBANK

Market strategy, stock ideas by Ajit Mishra of Religare Broking on Thursday

Ajit Mishra reckons that the near-term structure of the market remains weak. The analyst sees strength in Engineers India, and weakness in ONGC on charts.

ONGC

Coal India Share Price Live Updates: Coal India Ltd's Price Movement Raises Red Flags

COALINDIA

CAFE-III Norms: Citi Favours Maruti Suzuki, M&M, Hyundai; BofA Sees Tata Motors Best Placed

Citi sees the new framework as more stringent than the earlier CAFE-I and CAFE-II regimes, but believes the clarity around the final rules is a positive for the sector.

MARUTITATAMOTORS

Jatin Gedia bullish on JSW Infra, Varroc Engg; flags caution on PowerGrid

On the broader market outlook, Jatin Gedia of Teji Mandi expects the Nifty to consolidate within 22,500-22,800 band for now.

POWERGRID

Adani back at No. 1 with $112.7 billion; Ambani slips to second: What changed at India’s billionaire club

Gautam Adani has regained the title of India's richest, with a net worth of $112.7 billion, while Mukesh Ambani fell to second at $86.3 billion. Adani's wealth surged by $20.7…

RELIANCEInfrastructure

Kotak, BoB, PB Fintech: Macquarie Upgrades Nine Stocks, Downgrades One — Check Full List, Target Prices

Macquarie upgrades Kotak, Bank of Baroda, PayTM, M&M Finance, LIC Housing Finance and ICICI Pru, while downgrading PB Fintech. Check the reasoning and target prices.

ICICIBANK

Hospital stocks slip after SC query on steep cancer drug markups

In a landmark ruling, the Supreme Court of India highlighted troubling markups on cancer drugs enforced by hospitals, urging a probe into reports of patients being directed to…

2 outletsAPOLLOHOSP

Wednesday, 30 September 2026