Stocks
55 today · ranked by importance and coverageBusiest stocks tags today 
- Jefferies named Bajaj Finance its top stock pick and sees 35% upside
- The recommendation followed Bajaj Finance’s ₹17,500 crore fund raise
- The bullish call and large fund raise put Bajaj Finance shares and NBFC sentiment in focus

- PB Fintech shares fell 48% over six sessions amid proposed insurance commission changes
- Brokerages revised estimates, raising concerns about the company’s outlook
- Lower commissions may pressure PB Fintech’s revenue and weigh on its shares

- Sanjay Kumar will take over as Petronet LNG MD & CEO in May 2027
- He will replace Akshay Kumar Singh, who retires on May 12 next year
- Leadership transition at Petronet LNG may matter to Indian gas-sector investors

- Mined metal production rose 5% YoY to 271 kilotonnes; saleable metal output increased 7% to 264 kilotonnes
- Refined lead production jumped 14%
- Higher output may support Hindustan Zinc’s revenue and sentiment for Indian metal producers

- Bagadia says the market bias has further weakened, with Nifty 50 nearing near-term support
- His picks include Sagility, Ujjivan, NTPC Green, Bajaj HFL and JAYNECO
- The recommendations put Sagility, Ujjivan SFB, NTPC Green Energy, Bajaj Housing Finance and JAYNECO in focus

- Nine large-cap stocks rose over 50% in the first half of FY27 so far

- Axis picked 7 largecap stocks, citing value after a sharp correction; potential upside reaches 44%
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- Five stocks are set to reward shareholders with bonus issues or stock splits this week
- The list is tentative as more companies may announce record dates during the week

- Axis recommends Galaxy Surfactants, Mankind Pharma and Engineers India; the Nifty 50 closed at 22,422
- Immediate support for the Nifty 50 is at 22,200 after an extended decline
- The recommendations put Galaxy Surfactants, Mankind Pharma and Engineers India in focus for investors

- QIP to raise up to ₹11,700 crore
- Bajaj Finserv will subscribe to ₹5,800 crore of preferential warrants
- The capital raise may support lending growth; Bajaj Finance and Bajaj Finserv shareholders are exposed

- Azad Engineering stock surged 77% in the past year
- ICICI Securities upgraded its target price
- Order visibility and expansion may support Azad Engineering’s growth prospects

- Mishra becomes COO on October 6 and MD & CEO from October 14 or later, subject to IRDAI approval
- He has spent nearly three decades at ICICI Bank
- Leadership transition matters to ICICI Prudential Life investors and India’s life-insurance sector

- Maharashtra FDA cancelled Cipla's Pune warehouse licences over alleged violations
- Cipla said it is reviewing the order and maintains the facility follows protocols
- The licence action creates regulatory and distribution risk for Cipla's India pharma business
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- Nvidia shares gained 2.9% Friday, extending a nearly 25% rally from a late-July low
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- Persistent macroeconomic uncertainty and geopolitical volatility weigh on demand
- AI-led pricing and productivity pressures are also weighing on India’s IT companies
- Weak demand could weigh on Indian IT services companies’ revenue and earnings

- Tesla EV sales beat Wall Street expectations, lifting the stock
- The company had its best three-month vehicle-sales period this year
- Tesla’s sales momentum may shape sentiment toward Indian EV makers such as Tata Motors

- Tesla delivered 486,532 vehicles in the third quarter, topping expectations
- The report says Chinese and European carmakers are rolling out affordable, innovative EVs
- Tesla’s delivery performance may influence sentiment toward Indian EV and auto stocks
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- IGL’s system checks a vehicle’s registration number and cylinder hydro-test record before refuelling
- The system can potentially block refuelling
- IGL’s verification system may affect CNG refuelling operations and customer experience

- The stock views concern Indian auto, electronics and financial-services companies, including Eicher Motors and Mahindra

- BEML launched a 60-ton electric mining truck
- The launch brings electric mobility into heavy-duty industrial applications
- BEML’s heavy-duty EV launch may support its growth prospects in industrial vehicles
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- Anup Bagchi’s last working day at ICICI Prudential Life is October 13
- He is expected to be introduced to HDFC Bank investors at its Q2 results announcement
- Leadership transition puts ICICI Prudential Life and HDFC Bank in focus for investors

- Sumeet Bagadia named HDFC Life, Cummins India and CG Power among his top three stock picks
- Bagadia said Nifty fell for seven consecutive weeks in 2008 before a five-week positive move
- The recommendations put HDFC Life, Cummins India and CG Power in focus for investors

- Global Health acquired land in Ghaziabad for a planned Medanta hospital
- Expansion may benefit Indian hospital operators competing in Delhi-NCR
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- Coal India leads large-cap dividend yields for FY26 at 6.6%
- Coal India, Wipro, ITC, BPCL and ONGC each offer yields above 5%
- High yields may attract income-focused investors to Coal India, Wipro, ITC, BPCL and ONGC

- Vaishali Parekh sees crucial Nifty 50 support near 22,200
- The stock calls may influence trading in CG Power, Graphite India and Bectors Food
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- Vijay Shekhar Sharma praised Ather Energy's extreme scooter testing
- Ather simulates years of Indian road abuse in its testing
- Ather’s testing spotlight may draw investor attention to India’s electric two-wheeler sector

- Aries Agro expanded manufacturing capacity to 1.01 lakh tonnes
- Capacity expansion may support growth at Aries Agro, an Indian agrochemicals company
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- Maruti Suzuki trialled automobile rake movement through Vallarpadam rail siding
- The rake was unloaded and cleared in 3 hours and 15 minutes without disrupting terminal operations
- More efficient rail logistics may benefit Maruti Suzuki and Indian auto-sector costs
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- LTV measures the order opportunity, not how quickly it converts into revenue
- Assess it alongside contract duration, SOP and revenue ramp-up
- Order conversion and ramp-up shape revenue visibility for Indian auto-component makers
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- The article examines past bank-share performance after leadership changes, including at Yes Bank, RBL Bank and IndusInd Bank
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- Cerebras shares hit an all-time low, falling 20% for the week
- Nvidia pressure and post-lockup selling weighed on the shares
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- Q2 dry-fuel supplies to the power sector rose 11.01% year on year
- September supplies rose 10.63% year on year to 48.90 MT, from 44.20 MT
- Higher dispatches support Coal India’s volume outlook and provide fuel to power generators

- September dispatches rose 12% year on year to 7,66,348 vehicles
- Scooter dispatches surged 64%, while exports declined 31%
- Higher dispatches support Hero MotoCorp’s two-wheeler sales outlook
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- Nike’s challenges under CEO Elliott Hill are testing investor confidence in his turnaround effort
- Ford’s third-quarter sales fell 6.6% year over year to 507,395 light-duty vehicles
- Ford’s US sales position may affect sentiment toward Indian automakers, including Hyundai Motor India
- Rivian deliveries rose 46% year over year in the third quarter
That’s everything for today