Indian equity markets are poised for a cautious start on Tuesday, October 27, 2026, as indicated by GIFT Nifty futures on the NSE International Exchange. The futures were down by 100.30 points, or 0.44 percent, trading at 22,667. This subdued outlook comes ahead of the October series' monthly expiry, compounded by elevated crude oil prices and persistent geopolitical uncertainties.
Key Stocks Under Spotlight Today
Several companies are expected to capture investor attention today due to recent corporate developments, quarterly earnings, and strategic announcements:
Earnings and Corporate Actions
- Quarterly Results: A host of major companies are slated to announce their quarterly results today, including Larsen & Toubro, Maruti Suzuki, SBI Life Insurance, Bajaj Auto, Cipla, ACC, Concord Biotech, Honeywell Automation, IndiaMART, Indoco Remedies, Indus Towers, JSW Cement, JSW Infrastructure, Jubilant Ingrevia, Mazagon Dock, Medplus Health Services, Max Financial Services, Piramal Pharma, Radico Khaitan, Raymond, and SAIL.
- Corporate Actions: Shares of L&T Technology Services will trade ex-date for dividend, while Magnus Steel and Infra shares will trade ex-date for rights.
Individual Company News
Paytm (One 97 Communications): The parent company of Paytm reported a significant financial uplift, with net profit surging 11-fold to Rs 226 crore for the September 2026 quarter. Revenue climbed 28.5 percent year-on-year (YoY) to Rs 2,648 crore, and EBITDA jumped 90 percent YoY to Rs 270 crore, with margins expanding to 10 percent.
HCL Technologies: The IT solutions provider's wholly owned subsidiary, HCL Technologies Austria GmbH, has successfully completed the acquisition of a 100 percent stake in Croatia-based Robotic Process Automation d.o.o. (Robotiq.ai).
Tata Motors: The automobile giant has secured provisional acceptances for 87.81 percent of Iveco Group’s share capital under its €3.91 billion (approximately Rs 42,561 crore) takeover offer. This brings its potential shareholding in the Italian commercial vehicle manufacturer to 89.42 percent, exceeding the minimum threshold required for the transaction.
Tata Consumer Products: The Tata Group's FMCG arm recorded a 15.7 percent YoY increase in net profit, reaching Rs 470.1 crore. Revenue grew 14 percent YoY to Rs 5,661.1 crore for the July-September 2026 quarter. EBITDA also saw a 16.5 percent YoY rise to Rs 783 crore, with margins improving by 31 basis points to 13.84 percent.
Sectoral Focus
Defence Stocks: Companies such as Hindustan Aeronautics, Bharat Electronics, Aequs, BEML, and Tonbo India are expected to be in the limelight. This follows the government's clearance of procurement proposals worth Rs 2.12 lakh crore for various military platforms and weapon systems.
Sigma Advanced Systems: The defence player has secured a substantial order worth Rs 973 crore from a NATO customer for the manufacture and supply of Base Bleed (BB) units for 155 mm artillery ammunition. The order is scheduled for execution over a 12-month period.
Highway Infrastructure: The EPC solutions company received a Letter of Acceptance (LOA) valued at Rs 91.78 crore from the National Highways Authority of India (NHAI) for operations at the Baiti Kala Fee Plaza in Uttar Pradesh.
Genus Power Infrastructures: The company's board of directors has approved a share buyback program worth up to Rs 148.2 crore, involving the purchase of up to 47.5 lakh equity shares at a price of Rs 312 per share.
Raymond Realty: Its subsidiary, Ten X Realty West, has finalized an investment agreement with Raymond Realty and ICICI Prudential Real Estate Development Fund, securing an investment of up to Rs 210 crore in Ten X Realty West.