Stocks to watch: ITC, Lupin, NBCC, SBI, Dr Reddy's, Bosch, Ola Electric
ITC is in focus in a quarterly results development for Q2 FY27.
· Business Standard Mkts
Among other companies, earnings from State Bank of India, NSE, Bajaj Finserv, Solar Industries India, Bajaj Holdings and Lloyds Metals will also remain in focus as investors track their Q2…
Key facts
- Period
- Q2 FY27
The analysis
Against that, the stock is -0.3% on the day at ₹265.70, 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.
- The shift to renewables is redrawing which energy names are structural winners versus stranded.
- With NSE involved, this carries a regulatory dimension that can outlast the immediate market reaction.
Market context
- The 6 companies named span 6 sectors, so these are separate company stories rather than one sector-wide move.
- On the day, 4 of 6 are higher: Bajaj Finserv leads at +2.9% and Ola Electric trails at -0.4%.
- Over three months: ITC -5.2% against FMCG -8.7% (3.5 points ahead); State Bank of India -3.9% against Banks -6.0% (2.1 points ahead); Dr Reddy +16.9% against Pharma & Healthcare -0.7% (17.6 points ahead); Ola Electric -9.4% against Auto -6.8% (2.6 points behind).
- At least 25% below the 52-week high: ITC (36%) and Ola Electric (32%).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| ITCITC · FMCG | ₹265.70 | -0.3% | +4.1% | -5.2% | -35.8% | 0.2× | — |
| State Bank of IndiaSBIN · Banks | ₹996.70 | +1.0% | +3.5% | -3.9% | -18.8% | 0.3× | — |
| Dr ReddyDRREDDY · Pharma & Healthcare | ₹1,348.40 | +0.5% | +11.3% | +16.9% | -2.0% | 0.1× | — |
| Ola ElectricOLAELEC · Auto | ₹34.87 | -0.4% | -5.6% | -9.4% | -31.8% | 0.2× | — |
| Bajaj FinservBAJAJFINSV · Financial Services | ₹1,715.40 | +2.9% | -2.4% | -16.6% | -19.0% | 0.1× | — |
| Solar Industries IndiaSOLARINDS · Defence & Aerospace | ₹19,872.00 | +2.2% | +0.2% | +5.7% | -11.5% | 0.2× | — |
FMCG
1M -2.4% · 3M -8.7%
ITC
Banks
1M -2.4% · 3M -6.0%
State Bank of India
Pharma & Healthcare
1M +0.2% · 3M -0.7%
Dr Reddy
Auto
1M -1.5% · 3M -6.8%
Ola Electric
Prices as of 3 Nov 2026, 09:42 IST. Sector moves are the average of the stocks we track in each sector.
In this story
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