Monthly Archives: October 2025

GIFT Nifty 🇮🇳: (+32, 26055)

Welcome to the final trading day of the week — and the month.

Nifty and Sensex received massive drubbing in yesterday’s trade.

💭 The Big Question:

Will the bulls stage a comeback, or will caution continue to weigh on sentiment?

🔍 Market Mood: “Buy on Rumour, Sell on Fact” in Play

The classic market behaviour seems evident once again as:
1️⃣ The much-anticipated Xi–Trump meeting failed to spark optimism.
2️⃣ The U.S. Federal Reserve’s 25 bps rate cut also fell short of lifting market sentiment.

🌤 The Good News

Despite the muted tone, bears remain largely on the sidelines, suggesting underlying support for the market.

📊 Technical View

Confirmation of strength now only above the Nifty 26,107 mark.

Until then, expect a choppy, range-bound session with intraday volatility.

💨 The Biggest Headwind

In yesterday’s volatile session:

FIIs were net sellers to the tune of ₹3,078 crore,

While DIIs emerged as net buyers worth ₹2,469 crore.

🧾 Key Earnings on Radar — Friday, October 31:

Maruti Suzuki, Bharat Electronics, Shriram Finance, Godrej Consumer Products, ACC

Q2 Earnings trickled in:

1) Bandhan Bank Q2 Results: Net profit plunges 88% to Rs 112 crore, NII drops 12%.

2) Swiggy Q2 results: Net loss widens to Rs 1,092 crore, revenue rises 54%. Swiggy’s revenue from operations rose 54.4% YoY to Rs 5,561 crore in Q2, up from Rs 3,601 crore a year ago. It had reported a revenue of Rs 4,961 crore in the previous quarter.

3) Manappuram Finance reported a 62% decline in second-quarter net profit to ₹217.3 crore, compared with ₹572 crore a year earlier, weighed down by a fall in net interest income (NII).

4) ITC Q2 results: Net profit rises 2% to Rs 5,180 cr, revenue declines 2%; Cigarettes business grew 6.6% FMCG business grew by 7% Agri business down 31% Paper business up 5%

5) Nippon Life reported a 4.2% year-on-year (YoY) decline in net profit at ₹345 crore for the quarter ended September (Q2 FY26), compared with ₹360 crore in the same period last year.

6) Coromandel International reported a 21.3% year-on-year rise in consolidated net profit at ₹805.2 crore for the September quarter. The stock tumbled after margin narrowed at 11.9% versus 13%.

7) Cipla Ltd reported a 3.7% rise in consolidated net profit at Rs 1,353.37 crore for the second quarter ended September 30, 2025. Margin came at 25% versus 26.7%.

8) Welspun Corp Q2 net profit jumps 53% to ₹439 crore, revenue surges 33%. Welspun Corp gains as US arm bags US$715 million pipeline orders.

9) Canara Bank reported a 19% year-on-year (y-o-y) growth in its net profit, at ₹4,774 crore for Q2 FY26. However, the bank’s Net Interest Income (NII) declined by 1.87%, falling to ₹9,141 crore from ₹9,315 crore in the corresponding quarter last year.

10) Navin Fluorine International Limited posted strong Q2 results with net profit more than doubling to ₹148.37 crore, up 152% year-over-year. Revenue increased by 46% to ₹758.42 crore, while EBITDA grew 130% to ₹246.00 crore.

11) TD Power Systems Ltd reported a net profit of ₹60 crore for the second quarter, up 45.4% from ₹41.3 crore in the same period last year. Revenue for the quarter stood at ₹452.5 crore, reflecting a 47.7% increase from ₹306.4 crore in Q2 of the previous year.

12) NTPC profit falls 3.9% to Rs 5,067 crore in the second quarter of this financial year. Revenue rose by 0.2% year-on-year for the three months ended September. Margin at 28.6% versus 26.1%.

Now, before we get into detail of today’s trading session, here is the preferred trade on Nifty and Bank Nifty:

Nifty (25878): Buy at CMP. Stop at 25421. Targets 26107/26277. Aggressive targets at 26700-27000 zone.

Bank Nifty (58031): Buy at CMP. Stop at 56660. Targets 58350/58600. Aggressive targets at 59100-59500 zone.

Our chart of the day is bullish on LTIM, POLYCAB, LAURUS LAB, L&T FINANCIAL, HUDCO and CANARA BANK on any early excessive intraday weakness with an interweek/Intermonth perspective.

The 1 Stock to Buy Right Now: Buy LTIM (CMP 5699): Buy at CMP. Stop at 5537. Targets 5801/5921. Aggressive targets at 6096. (Interweek Strategy). Rationale: Technically, the stock is signalling a massive rebound on the upside from higher consolidation zone. Major hurdles only at 5801. Key interweek support 5571. Above 5801, major hurdles only at 6096 mark. 200-DMA at 5526.

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