TCS Q2 Result, Rubicon & Canara AMC IPOs, & More

Sensex: 82172, 0.4%    |        Nifty50: 25181, 0.5%      |       Bank Nifty: 56192, 0.3%

Note : Nifty50 closed at 25,181, up 0.5%, on Oct 9, 2025.
Source link: Chart IQ (PML)

Daily Insights

Benchmark indices traded positively amid supportive global cues and renewed optimism of global fund inflows. TCS kickstarted Q2 earnings season today. The rupee hit a record low of 88.80/USD over strong dollar demand. Indian refiners are expected to boost Russian oil imports as US talks stall and discounts widen, as per Kpler. Gold hovered near ₹1.23 lakh per 10 gm, Brent crude rose ~3% over four days, and market volatility eased with India VIX down 1.8%.

Source: Moneycontrol | Trendlyne

Top Movers (Nifty50) 

• Gainers:  JSW Steel (Rs 1175, +2.6%),  Tata Steel (Rs 176, +2.6%), HCL Tech (Rs 1486, +2.2%), SBI Life (Rs 1809, +2.0%), Ultratech Cement (Rs 12192, +1.6%)
• Losers: Axis Bank (Rs 1167, -1.1%), Titan (Rs 3550, -0.4%), Tata Consumer (Rs 1118, -0.2%), Maruti Suzuki (Rs 15985, -0.1%), HDFC Bank (Rs 977, -0.1%)

Source: Trendlyne

Sectors in Focus

Leading Sectors: Nifty Metal (+2.1%), Nifty India Defence (+1.5%), Nifty IT (+1.1%)

TRENDING NEWS

Domestic

• TCS | Rs 3061.7 | 1.14%                                                                                                                                          In Q2 FY26, the firm reported a PAT of Rs 12075 , up 1.4% YoY; revenue at Rs 65799 cr , up 2.4% YoY.
• Tata Communications | Rs 1696.8 | 0.4%
  Launched a new Voice AI platform aimed at BFSI customer journeys (corporate product launch).
• Saatvik Green | Rs 551.7 | 10.0%
  Won repeat solar PV module supply orders totalling Rs 707 cr; stock at record highs.
• Godrej Consumer | Rs 1128.8 | -0.1%
  The company signaled a likely dip in Q2 profitability due to a temporary sales slowdown after the GST rate cuts.
• PNB | Rs 114.3 | 1.0%
  Plans to allocate ~20% of total expenditure this year to IT and digital infrastructure. 
• IPO News
  Rubicon Research & Canara Robeco AMC IPOs are open for subscription. Canara HSBC Life Insurance IPO will open on Oct 10. 

Source: Moneycontrol, NDTV Profit, BSE, ET, Business Standard, Morningstar

Global

• Market Risk: The Bank of England cautions that markets are vulnerable to a sharp correction if sentiment sours regarding AI valuations or the Fed’s credibility. 
• Oil Shock: Russian production disruptions after reported damage to the Kirishi refinery are supporting oil prices amid OPEC+ caution.
• US-India Ties: A group of members from the US Congress urges Trump to mend ties with India.

Source: www.forexfatory.com 

F&O Corner

Derivatives Dashboard

• In Nifty50, 44 stocks witnessed long buildup, while 6 saw short buildup
• Nifty50 PCR is at 1.03; ATM Straddle priced at 169.3
• The next weekly expiry for Nifty50 and for Sensex is on Oct 14 and Oct 16.

Source link: NSE | BSE

IPO Corner:

• Company Name – Canara Robeco AMC Ltd.
• Industry – Mutual Fund
• Opening Date – Oct 9, 2025
• Closing Date – Oct 13, 2025
• Price Band – Rs 253-266

Source: RHP

Feature of the Day

MTF: Margin Trading Facility (MTF) lets you borrow from your broker, at an interest cost, to buy more shares than your own cash allows.

Source: Investopedia

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