INDIA MARKET LENS

Markets news

Sensex and Nifty news from Indian share markets: the session, sector moves, institutional flows, commodities and the rupee.

Monday, 5 October 2026

Over 100% returns in 6 months, now stock split - Check record date, ratio, old and new face value

BLS E-Services Limited shares faced pressure before the stock split record date. The IT services firm plans a 1:2 stock split and a final dividend of ₹0.50 per share. The stock…

Corporate Actions

Sterlite Tech stock zooms 1069% from Jan low; m-cap tops ₹50,000 crore

At 02:27 PM on Monday, Sterlite Technologies' market capitalisation stood at ₹50,624 crore, and the stock traded 3% higher at ₹985 backed by a trading volume of 2.4 million shares…

ITC, Godfrey Phillips, VST: What analysts expect from cigarette stocks in Q2 after new tax regime | Best stock to buy?

According to analysts, with companies now having more time to implement price increases and pass on higher taxes to consumers, some sequential improvement in margins in Q2 FY27 is…

ITCQuarterly Results

As India's edtech giants stumble, Manipal's UNext bets on discipline

Backed by MEMG, the company is betting on AI, university partnerships and lower acquisition costs while avoiding the high-spend consumer model that hurt several edtech rivals

860% YTD rally! ₹10.42 lakh became ₹1 crore in 9 months; Nirmal Bang sees another 40% upside; do you own?

This telecom stock has captured market attention with an extraordinary 860% rally this year, turning a ₹10.42 lakh investment into nearly ₹1 crore. Factors such as long-term…

Infrastructure

Why are airlines opposing operations from Adani’s Navi Mumbai Airport?

Mumbai airport’s T1 redevelopment has sparked a storm, with airlines opposing Adani Airport Holdings' move to shift 33% of international operations to Navi Mumbai Airport.

Infrastructure

FIIs, retail investors raise stakes in 10 stocks, stocks rally up to 35% in 3 months

Nearly 78 BSE 500 stocks saw both FII and retail ownership rise in June 2026. Ten stocks gained 10%-35% over three months, led by Lenskart Solutions.

2 outletsInstitutional Flows

FLY91 spreads its wings, goes for largest regional expansion since launch

Commences operations from Navi Mumbai airport; Expands to 14 destinations with 26% jump in weekly flights for its winter schedule starting end of October.

Infrastructure

Raymond Realty gains 6%, snaps 4-day losing run on strong Q2 biz update

Driven entirely by sustained sales velocity and steady price realisation within the existing portfolio, Raymond Realty saw its pre-sales rise 98 per cent year-on-year (YoY) to…

Quarterly Results

Gold, silver or stocks: Where should investors put fresh money after the Sensex, Nifty crash?

Gold, silver or stocks: The sharp correction in the Indian stock market has left investors facing a dilemma: should fresh money be deployed into stocks after the Sensex and Nifty…

How that battle at The Tata Sons is testing how far a board can go

Anthropic Claude models get local inference in India via Amazon Bedrock: What it means for you

Claude is now available through Amazon Bedrock with India-only inference, giving businesses and developers a way to use Anthropic’s latest generative AI models while keeping AI…

Nifty Target Slashed To 24,000 As India-US Yield Spread Hits 22-Year Low: Nomura Bets On IT, Banks

The benchmark Nifty has weathered persistent volatility since crude oil surged past $100 per barrel in early August 2026. However, Nomura highlighted that the nature of market…

Supreme Court agrees to fast-track 1988 Air India crash compensation case

The review may shape aviation liability and insurance costs, but market impact depends on whether the eventual ruling creates a broader compensation precedent.

Central Bank of India Q2 Update: Total Deposits Rise 14%, Advances Outpace With 29.8% Growth

Total deposits stood at Rs 5,08,586 crore as of Sept. 30, 2026, compared with Rs 4,44,450 crore a year earlier, registering a 14.43% year-on-year growth.

Quarterly Results

Indians like their buzz: RTDs buck global shift to lighter drinks

India’s ready-to-drink alcohol market is growing faster than the global category, and with a distinctly higher-alcohol profile. 

Can Nifty break the 8-week deadlock or will pain continue? Here’s what charts indicate

Nifty rebounded after its longest weekly losing streak in 25 years, but technical indicators suggest the broader downtrend remains intact. The index is near key support at…

2 outlets

Nifty rebounds after record 8-week rout, but is this a dead cat bounce investors should fear?

The Nifty rebounded around 1% on Monday after its longest weekly losing streak in 25 years, while the Sensex gained as much as 700 points. However, after an 8-week slide that…

2 outlets

US-India Trade Deal Negotiations Have Reached A 'Plateau': FM Nirmala Sitharaman

Sitharaman remarked that trade deals are moving away from thespirit of negotiation

2 outlets

Raymond Realty Q2 pre-sales jump 98% to ₹902 crore, collections rise 67%

Raymond Realty's Q2 FY27 pre-sales rose 98% to ₹902 crore, while collections increased 67% to ₹682 crore despite launching no new projects during the quarter

2 outletsQuarterly Results

Adani outpaces India’s biggest business houses in data centre investments

The investments come as India’s data-centre capacity is set to surge to 5.65 GW by 2030 owing to demand by AI and cloud firms.

PSU banks in focus; Bank of India, PNB, Indian Bank, IOB rally up to 4%

At 10:23 AM on Monday, the Nifty PSU Bank index was top gainer among sectoral indices, up 2 per cent, as compared to 0.44 per cent rise in the Nifty 50.

Avenue Supermarts shares fall despite strong Q2 update | What’s weighing on DMart?

Avenue Supermart share price dropped over 5% despite a strong revenue growth of 18.4% for Q2 FY27. The standalone revenue reached ₹19,206.18 crore, showing a sequential increase…

3 outletsQuarterly Results

Shyam Metalics signs MoU for ₹50,000 crore steel plant in Maharashtra

9-MTPA Chandrapur complex to be built in two phases, with 30,000 direct and indirect jobs; company to begin approvals in FY27

Capex & Expansion

Q2 Update Impact: Bank of India, PNB Share Price Jumps Up To 4.5%

BOI's global business grew 21.07% YoY, while PNB reported 11.95% growth in global business for the September quarter, investors will track the upcoming Q2 results for further…

Quarterly Results

Novartis India share price jumps 10% | What lies ahead for the stock?

Novartis India shares surged nearly 10% on 5 October, reflecting a broader stock market recovery. Analysts noted that the stock needs to maintain levels above ₹2,100 to sustain…

Adani Energy Solutions share price rally: From ₹990 to ₹1,350 in just 6 months: Know why the stock has surged 43%

Adani Energy Solutions shares rose nearly 1.73%, part of a 42% rally over six months. With 47% growth over a year, strong earnings, and expanding operations, the stock…

Quarterly Results

India must move from assembly-led growth to end-to-end manufacturing capability: N Chandrasekaran

Chandrasekaran pointed to several indicators of economic strength, saying auto sales, credit growth, power demand and cement demand are witnessing double-digit growth.

Banking & Credit

NSE vs BSE: Which is a better exchange stock to buy ahead of Q2 results - What experts suggest | Target price, stop-loss

NSE vs BSE: Experts have a suggestion to the long-term investors that profitability and market share in the derivative segment should be an ideal indicator while zeroing on one of…

Quarterly Results

116% up in 5 years! Shipping Corporation of India share price jumps 4% today | What should investors do?

Shipping Corporation of India share price has delivered a steady performance in 2026, as the stock gained 21.15% year-to-date (YTD).