INDIA MARKET LENS

Markets news

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

Tuesday, 6 October 2026

LIC mints Rs 531 crore in one day as Trent shares rally 13%; insurance behemoth’s stake value nears Rs 4,700 cr

Trent's rally may strengthen sentiment toward value retail and improve LIC's portfolio valuation, but quarterly earnings must validate expectations created by rapid store…

2 outletsQuarterly Results

Vivo V80 Launched: Price, Variants Features, Display, Camera, Battery And More

The vivo V80 features ZEISS cameras, a 144Hz 1.5K AMOLED display and a 7,200mAh battery with 90W charging. It runs OriginOS 7 based on Android 17 and offers Snapdragon 7 Gen 4…

Energy Transition

Dabur shares rise 4% as firm sees double-digit Q2 growth; FMCG set for strong performance

Dabur shares rose sharply on Tuesday after the FMCG major projected double-digit consolidated revenue and PAT growth in Q2FY27. Its India FMCG business is expected to accelerate…

2 outletsQuarterly Results

Meesho share price surges 10% in two days on heavy volume

Meesho said its Net Merchandise Value (NMV) through its content commerce ecosystem grew 152% YoY supported by over 160,000 active creators over the last 12 months across India.

Dabur India expects second quarter revenue, profit to grow in double digits

Dabur expects its home and personal care business ‌to post double-digit growth, with hair oils and shampoos likely to grow in the ​high ‌teens, supported by demand for perfumed…

F&O Pricing Dilemma: Market Voices Warn Against Pulling Traders Away From CAS Screens

An increase in trading volumes across exchanges indicates that participants are learning how to navigate the CAS mechanism, according to Venkatachalam Shunmugam, Partner at MCQube.

‘I have done my duty’: Harmanpreet Kaur steps down after 10 years as India captain

The captaincy change may influence sponsorship and media interest around women’s cricket, but no direct impact on listed Indian companies has been disclosed.

Specialty chemicals: Alkyl, Balaji Amines zoom up to 20% on huge volume

The Indian speciality chemicals industry is expected to maintain a stable growth trajectory, supported by structural demand drivers, policy support and globalisation, said Balaji…

GST state-centre panel proposes 3% IGST on gold, silver and platinum imports by banks

The Fitment Committee's recommendation comes against the backdrop of a mismatch between the GST exemption notification and the latest DGFT list of eligible banks

Taxation

IPL 2027: Sourav Ganguly Appointed Head Coach Of Delhi Capitals

The appointment may support Delhi Capitals’ commercial appeal, but market relevance depends on whether stronger performance translates into viewership, sponsorship and franchise…

MFs kept buying these 10 microcaps for 2 straight quarters; stocks surge up to 70% in 3 months

Mutual funds increased holdings in 64 Nifty Microcap 250 companies for two consecutive quarters. Ten microcap stocks gained 25%-68% in three months, led by Electronics Mart India…

2 outlets

Dabur India spurts 4% on upbeat Q2 business update

Dabur India expects double-digit revenue growth at a consolidated level backed by healthy growth in Home & Personal Care and Food & Beverages segments.

Quarterly Results

MobiKwik share price jumps 14% on 31x volume surge - Will bullish momentum continue? Check support, resistance levels

The stock climbed as much as 13.7% to ₹229.55 on the BSE. As of 12:09:48 IST, 2,73,20,170 shares had changed hands, which was 30.86 times the average volume over the past week and…

Shakti Pumps Stock Surges After Company Bags Rs 112 Crore Order From MSEDCL

The contract strengthens Shakti Pumps' revenue visibility, but execution timing, profitability and collections will determine whether the market reaction is sustained.

Order Wins & Contracts

Despite an over 80% rise in less than 2 months, Motilal Oswal says buy this newly-listed stock - Reason, target price

Molbio Diagnostics share price was listed on the Indian bourses on 17 August this year. At the current market price of ₹1,475.50, it is up 83% from its IPO price of ₹807 in less…

IPO & Listings

Will largecap de-rating prove cyclical? Morgan Stanley identifies what may lift share prices

A stronger earnings cycle could restore support for Indian large caps, but the case rests on profits broadening enough to reverse recent valuation compression.

Quarterly Results

PM Modi’s diplomatic feast: What was on the menu at PM Modi’s lunch for the Swiss president?

The lunch is a diplomatic signal, but Indian market implications depend on whether ceremonial engagement develops into trade, investment or tourism commitments.

Navi Mumbai International Airport Adds TajSATS Flight Kitchen To Support Airline Growth

The catering capacity may ease airline expansion at Navi Mumbai, but its listed market impact depends on traffic growth, utilisation and disclosed commercial linkages.

Infrastructure

Weak equity returns may test India’s SIP momentum

Persistent weak returns could turn record SIP participation into a retention test, affecting asset managers, distributors and the steadiness of domestic equity demand.

Mutual Funds

Gold ahead of festive season: Gold’s 26% correction could be a buying opportunity, says Tata MF

In its October 2026 market outlook, Tata Mutual Fund said gold had fallen to around $4,138 per ounce from a January peak of approximately $5,595, marking a correction of nearly…

Mutual Funds

Rupee slips to over 2-month low on portfolio outflows, RBI likely steps in

Persistent foreign selling may keep the currency sensitive, cushioning exporters while raising costs for import dependent sectors as possible RBI action limits volatility.

HFCL shares hit 5% upper circuit again: Up 338% from 52-week low | Buy? Check target, stop loss

HFCL’s rerating may endure only if its large backlog converts into profitable revenue and cash, with execution now more important than the headline order value.

Quarterly Results

'I Have Given Blood, Sweat, Time'...: Harmanpreet Kaur Steps Down As Indian Women's Cricket Team Captain

The leadership change has little direct equity impact, though audience engagement and sponsor interest could matter for broadcasters, advertisers and sports marketing businesses.

BE 07 And Vision T: From Price And Design To Features, What We Know About Mahindra's Upcoming Electric SUVs

Mahindra is preparing to launch the BE 07 and Vision T electric SUVs in India by 2027-28, offering distinct propositions centred on family comfort, technology, rugged styling and…

AWL Agri Business shares climb 4% as Q2 revenue rises 24% YoY, Food & FMCG posts record quarterly revenue

Broad based revenue growth may improve sentiment toward AWL Agri Business, although missing profit and margin details leave the quality of the expansion uncertain.

2 outletsQuarterly Results

Newly-listed Steamhouse India shares hit 10% circuit after Q1 net profit rises 80% to Rs 18 crore

The sharp margin expansion may support sentiment towards Steamhouse India, but sustained operating performance will be needed to validate the post results revaluation.

3 outletsQuarterly Results

How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nights

Jefferies' shift suggests elevated yields may favour large, liquid companies with less demanding valuations, while earnings delivery remains critical to sustaining the rotation.

2 outletsKOTAKBANKRELIANCEQuarterly Results

Rs 17,540 crore added to Trent mcap, but Citi stays bearish. Why Morgan Stanley disagrees

Trent’s rally reflects confidence in Zudio’s expansion, but the brokerage divide puts margins and store productivity at the centre of the valuation debate.

2 outletsQuarterly Results

After ₹424 crore box office run, 'Hanuman Ansh' to release in Telugu on Oct 9

The Telugu expansion may extend cinema revenues, but its listed market impact depends on screen allocation, audience turnout and the durability of collections.

Lupin launches fixed-dose triple-combination inhaler for COPD in India

Formoflo-G MDI combines three established therapies in a twice-daily inhaler after DCGI approval, targeting India's large COPD patient pool