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Stocks to Watch Today (October 17, 2025): Indian markets are expected to see stock-specific action today as several major companies announced their Q2 FY26 results, declaring dividends and guidance updates. Key earnings came from Infosys, Wipro, LTI Mindtree, Cyient, and others.

- India’s second-largest IT exporter, Infosys Ltd, posted a better-than-expected performance in Q2FY26. - Consolidated revenue rose 5.2 per cent QoQ to Rs 44,490 crore, above estimates of Rs 44,126 crore. EBIT grew 6 per cent to Rs 9,353 crore, with an operating margin of 21 per cent (in line with estimates). - Net profit rose 6.4 per cent to Rs 7,364 crore, above expectations. - In constant currency (CC) terms, revenue grew 2.2 per cent. -Large deal TCV stood at USD 310 crore, with 67 per cent net new. EPS rose 13.1 per cent YoY, and attrition improved to 14.3 per cent. - The company generated strong free cash flow (FCF) of Rs 9,677 crore, up 38 per cent YoY. - Infosys narrowed its FY26 CC revenue growth guidance to 2–3 per cent (from 1–3 per cent) while maintaining margin guidance at 20–22 per cent. - Management said there was no major impact expected from the H-1B visa issue. - The board declared an interim dividend of Rs 23 per share, with a record date of October 27.

- LTI Mindtree reported a strong quarter, beating street estimates. - Revenue rose 5.6 per cent QoQ to Rs 10,394 crore, while EBIT surged 17 per cent to Rs 1,647 crore. - Margins expanded sharply to 15.8 per cent from 14.3 per cent. - PAT came in at Rs 1,401 crore, up 11.7 per cent QoQ. - The company added 2,558 employees, with attrition at 14.2 per cent, and 23 new clients were onboarded during the quarter, taking the total to 749. - The board declared an interim dividend of Rs 22 per share, record date October 24.

- Wipro Ltd reported a 2.5 per cent QoQ rise in revenue to Rs 22,697 crore, below estimates. - EBIT rose 4 per cent to Rs 3,680 crore, but margins were slightly below expectations at 16.2 per cent. - Net profit declined 2.5 per cent to Rs 3,246 crore, impacted by a Rs 116 crore provision linked to a customer bankruptcy. - Large deal bookings stood at USD 290 crore, up 91 per cent YoY, with H1 FY26 deal wins already surpassing FY25 totals. - Attrition stood at 14.9 per cent. - Management indicated the company is gradually returning to a growth trajectory. - Q3 guidance pegs IT services revenue between USD 259–264 crore.

- Revenue rose 4 per cent QoQ to Rs 1,781 crore, but EBIT dropped 10 per cent to Rs 147 crore due to margin pressure across business lines. - PAT fell 17.5 per cent to Rs 127 crore, while EBIT margin slipped to 8.3 per cent from 9.5 per cent. - The DET segment’s EBIT margin dropped to 12.2 per cent from 13.7 per cent YoY, mainly due to wage hikes. - An interim dividend of Rs 16 per share was declared.

- CIE Automotive reported strong growth with revenue up 11.1 per cent YoY to Rs 2,371.8 crore. - EBITDA rose 7.6 per cent to Rs 355.6 crore, with margins slightly lower at 15 per cent versus 15.5 per cent last year. - PAT stood at Rs 213.9 crore, up 9.6 per cent YoY.

- PNB Gilts reported a net loss of Rs 45.4 crore compared to a profit of Rs 114.7 crore last year. - The decline was due to absence of net gain on securities, which stood at Rs 0 crore versus Rs 110.8 crore last year. - However, NII increased 84.9 per cent YoY to Rs 96.3 crore.

Mixed results; revenue down 7.2 per cent YoY to Rs 861 crore, PAT up 4.1 per cent to Rs 102 crore.

Revenue up 26.4 per cent YoY to Rs 1,265.6 crore; PAT down 3 per cent to Rs 361 crore due to lower margins.

Revenue up 11.2 per cent YoY to Rs 651.1 crore, but PAT down 2.7 per cent to Rs 67.7 crore.

Strong results; PAT up 23 per cent YoY to Rs 294 crore, with GNPA improving to 2.9 per cent.

Robust growth; revenue surged 69.7 per cent YoY to Rs 6,066 crore, PAT up 1.3x to Rs 843 crore.

Outstanding quarter; revenue nearly doubled to Rs 1,110 crore, PAT jumped 16.5x to Rs 128 crore.

Revenue up 24.6 per cent to Rs 162 crore, EBITDA nearly doubled.

Expanded partnership with Civica Inc. to launch private-label insulin in the US under the CalRx brand.

Reduced stake in Canara Robeco AMC to 38 per cent via IPO.

Partnered with Godrej Housing Finance for co-lending of home loans.

Board approved plans to raise Rs 5,000 crore via QIP/FPO/rights issue and bonds.

Expanded partnership with Zscaler for AI-based network security services.

Transferred Vindhyachal Varanasi Transmission Ltd to Power Grid for Rs 19.8 crore.

Signed MoU with Kineco Ltd for defence composite manufacturing.

Received a Rs 7.8 crore order for data center liquid cooling solutions.

Formed two green energy subsidiaries in Maharashtra.

Renewed multiple brand and technology agreements for 30 years, with royalty rising to 1.5 per cent.

To raise Rs 2,450 crore via NCRPS.

Approved Rs 660 crore NCD issue.

(Utkal) received LoI for 400 MW power supply from Power Company of Karnataka.

Approved merger of two material subsidiaries.

Approved preferential issue worth Rs 467 crore at Rs 915 per share.

JSW Steel, Reliance Industries (today), AU Small Finance Bank Havells India, Polycab India, Tata Tech, Dalmia Bharat, HFCL, Dixon Tech, JSW Energy, Oracle Financial, Bank of India, Hindustan Zinc, REC.

HCL Technologies: Interim dividend of Rs 12 per share.

Rolex Rings: Stock split (face value Rs 10 to Rs 1).

Abhay Shukla is a Senior Sub-Editor at Zee Business, where he covers the stock markets, corporate news, personal finance, technology, and auto sectors.

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