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Bank of Maharashtra reported a strong performance for Q2, with growth across deposits, advances, and CASA balances, reflecting healthy business momentum.

The bank’s global business and advances saw robust year-on-year expansion, while the CD ratio improved, indicating better utilization of deposits.

Key highlights from Q2 update (as of Sep 30, 2025):

The Indian Rupee Opened At 88.74/$ Vs Friday’s Close Of 88.77/$

Nitin Aggarwal, Sr. Group VP, Head- BFSI, Institutional Equities, MOFSL

Nitin Aggarwal, Sr. Group VP, Head- BFSI, Institutional Equities, MOFSL 

Kotak Mahindra Bank reported  growth in its Q2 numbers, reflecting strong momentum across advances, deposits, and CASA balances. Net advances and deposits grew both on a year-on-year and quarter-on-quarter basis, indicating steady balance sheet expansion and customer traction.

Key highlights from Kotak Mahindra Bank Q2 update:

Jubilant Food Q2 Update            

Aditya Birla Life Brands Large Trade | 7.24 Cr Shares (5.93% Equity) Change Hands In A Block Deal Window

Matt Orton from Raymond James Investment shared his market views on CNBC-TV18, highlighting strong momentum in stocks with high exposure to the AI theme. While he remains positive on Japanese markets, he noted that India has lagged due to lacklustre earnings and higher valuations. Despite this, India continues to serve as a risk management tool within the emerging markets basket.

Key takeaways from Orton’s update:

Here’s a list of stocks that are in focus going into trade today

Stocks To Watch | Here’s a list of stocks that are in focus going into trade today

Stocks To Watch | Here’s a list of stocks that are in focus going into trade today

Poonawalla Fincorp reported a strong Q2 performance, with assets under management (AUM) rising 67.7% year-on-year and 15.4% quarter-on-quarter to ₹47,625 crore.

The company continues to maintain a healthy liquidity position, holding approximately ₹6,200 crore as of September 30, positioning it well to support future growth initiatives.

Shares of Angel One Ltd. are in focus after the broking firm reported its September and Q2 business update on Monday, October 6.

The company’s client base rose 1.5% month-on-month to 34.08 million from 33.57 million in August and grew 24% year-on-year. Gross client acquisition in September remained largely flat, increasing only 0.6% month-on-month to 0.55 million, while showing a decline of over 42% YoY.

The number of orders placed rose 16.1% compared to August, reaching 127.57 million, though on a year-on-year basis, order volume was down 18.6%.

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Here’s how the global market cues are placed this morning

Here’s how the global market cues are placed this morning

Sources Say

Angel One September Update

Nomura On Kotak Mahindra Bank

Shares of Vodafone Idea Ltd. are in focus on Monday, October 6, as the Supreme Court is set to deliver its verdict on the company’s plea regarding additional adjusted gross revenue (AGR) dues.

The top court had previously set new hearing dates twice in the past month before finalizing the judgment. Vodafone Idea has challenged the Department of Telecom’s (DoT) demand of ₹9,450 crore, arguing that it exceeds the scope of the court’s earlier ruling on AGR liabilities.

The outcome is closely watched by investors, as the debt-laden telecom company’s financial stability and stock performance could be significantly impacted.

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Nomura On HDFC Bank

Investec On PVR Inox

Nomura has maintained a Buy rating on HDFC Bank with a revised target price of ₹1,095 per share following the 1:1 bonus issue. The brokerage highlighted strong gross loan growth in Q2, signaling robust credit momentum, though soft deposit growth raises some concerns about funding for future loan expansion.

Key points from Nomura’s update:

Investec has maintained a Hold rating on PVR Inox with a target price of ₹1,215 per share, citing strong near-term growth potential from a robust FY26 box office.

While the company is expected to deliver good revenue growth in the first half of the year, long-term concerns about content volatility remain. Legal and regulatory challenges are not expected to significantly impact operations in the medium term.

Key highlights from Investec’s update:

Sales volumes jumped 41% YoY to 1.3 million sq.ft., while sales value fell 8% YoY to ₹1,902 crore. Despite this, realisation improved 7.6% year-on-year (YoY), reaching ₹13,648 per sq.ft.

Regional highlights:

1HFY26 Performance – Best Ever:

Gold hits a new high at above $3900

Gold prices +50% in 2025

Silver surges above $48 an oz

Copper futures climbed above $5/ lbs

Dollar Index climbs above 98

Citi on Bajaj Finance:

Morgan Stanley (MS) on Bajaj Finance:

JPMorgan On Avenue Supermart

Shares of IndusInd Bank Ltd. are in focus on Monday, October 6, following the bank’s September quarter (Q2) business update released after market hours last Friday.

GS On Avenue Supermart

Jefferies has initiated coverage on JSW Cement with a Buy rating and a target price of ₹170 per share.

The brokerage notes that JSW Cement has scaled to become one of the top-10 players in the Indian cement industry. The company is expected to achieve a 13-17% capacity and volume CAGR over FY25–FY28, while diversifying from a regional focus to a pan-India presence.

Jefferies highlighted that JSW Cement is well-positioned for a profitable scale-up, with an estimated EBITDA CAGR of 35% over FY25–FY28, signaling strong growth potential for investors.NewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.