Stocks in news: ITC, Marico, SBI, Yatra Online, NSE, Container Corp and Sun Pharma
ITC set out an expansion in a quarterly results development.
· ET Stocks, Economic Times Markets
Indian equity benchmarks experienced gains, with Nifty nearing the 23,500 resistance level and strong corporate earnings reported. ITC faced a decline in consolidated net profit, impacted by the cigarette business, despite revenue growth. Marico saw a significant rise in net profit and expanding EBITDA margins during the quarter.
The analysis
Against that, the stock is +0.3% on the day at ₹266.40, and has returned -5.2% over three months. It sits 36% below its 52-week high, which means a good deal of bad news was already in the price. The fmcg sector has moved -8.7% over the same period, so ITC is running 3.5 points ahead of its peers.
For ITC, the question is how much of this is already reflected in the price and how much re-rates the fmcg peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
- With NSE involved, this carries a regulatory dimension that can outlast the immediate market reaction.
Market context
- The 5 companies named span 4 sectors, so these are separate company stories rather than one sector-wide move.
- On the day, 3 of 5 are higher: State Bank of India (SBI) leads at +2.6% and Sun Pharmaceutical trails at -0.4%.
- Over three months: ITC -5.2% against FMCG -8.7% (3.5 points ahead); Marico -8.3% against FMCG -8.7% (0.4 points ahead); State Bank of India (SBI) -3.9% against Banks -6.0% (2.1 points ahead); Sun Pharmaceutical -11.1% against Pharma & Healthcare -0.7% (10.4 points behind).
- At least 25% below the 52-week high: ITC (36%).
- Trading well above normal today: Sun Pharmaceutical at 2.0 times its 20-day average volume and Container Corporation at 2.7 times its 20-day average volume.
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| ITCITC · FMCG | ₹266.40 | +0.3% | +4.1% | -5.2% | -35.6% | 0.6× | — |
| MaricoMARICO · FMCG | ₹798.55 | -0.2% | +2.2% | -8.3% | -9.8% | 1.3× | — |
| State Bank of India (SBI)SBIN · Banks | ₹987.00 | +2.6% | +3.5% | -3.9% | -19.6% | 1.1× | — |
| Sun PharmaceuticalSUNPHARMA · Pharma & Healthcare | ₹1,770.00 | -0.4% | -1.7% | -11.1% | -11.5% | 2.0× | — |
| Container CorporationCONCOR · Transport & Logistics | ₹417.85 | +1.0% | -5.5% | -20.5% | -24.0% | 2.7× | — |
FMCG
1M -2.4% · 3M -8.7%
ITC, Marico
Banks
1M -2.4% · 3M -6.0%
State Bank of India (SBI)
Pharma & Healthcare
1M +0.2% · 3M -0.7%
Sun Pharmaceutical
Transport & Logistics
1M -0.7% · 3M -5.9%
Container Corporation
Prices as of 2 Nov 2026, 16:11 IST. Sector moves are the average of the stocks we track in each sector.
In this story
Related coverage
Q2 Results Live: ITC, Marico, Petronet LNG, UPL, CONCOR, NALCO, KRBL, Devyani International And 70 Other Earnings In Focus
Stocks To Watch Today: Marico, Concor, ITC, Amara Raja, ideaForge Tech, NALCO, NBCC India & More
Stock Market Today: Sensex, Nifty Open Higher; ITC Q2, October Manufacturing PMI Eyed
Stocks in news: Reliance Industries, Jio Platforms, M&M, CDSL, ITC, NTPC, IOCL and Hero MotoCorp
Cash rewards coming? PFC, CONCOR, RITES, to Sonata- These firms to announce dividend with Q2 results 2026 this week