OICHARTS
8 AMThe 8 AM report →

Stock market news, 4 Nov 2025

151 bulletins. Most mentioned: SBI, BHARTIARTL, ADANIGREEN. Busiest sector: Energy.

Tue 4 NovAfter close

Upcoming dividends for key PSU stocks in NovemberEnergy · UtilitiesNot ratedNTPC China accuses Netherlands of escalating chip supply crisisAutomobiles · ManufacturingNot rated Supreme Court clarifies AGR dues order for Vodafone IdeaTelecomNot ratedVODAFONEIDEA Adani Group refutes allegations on Bhagalpur power projectEnergyNot rated Maharashtra government to appoint consultant for Mumbai Metro Line 11Infrastructure · TransportationNot rated Adanis and Tata Motors vie for electric bus tenderInfrastructure · EnergyNot ratedADANIGREEN Fourth Partner Energy secures ₹780 cr refinancing for solar expansionEnergy · InfrastructureNot ratedHUL Goa suspends Ola electric scooter sales amid customer complaintsAutomobilesNot rated NSE provisions ₹12.97 billion for regulatory settlementsBankingNot rated Government urged to mandate low carbon products for sustainabilityManufacturing · InfrastructureNot rated Crude oil futures drop on weak demandEnergyNot rated India's GDP growth projected at 6.5% for FY26EconomyNot rated Ambuja Cements reports strong Q2 results amid competitive pressuresCementNot ratedACEM Dalmia Bharat Sugar reports 56% drop in Q2 net profitFMCGNot ratedDCB Oil market outlook shows rising supply and slowing demandEnergyNot rated NSE reports 33% YoY drop in consolidated PATFinancial ServicesNot ratedNSE K-RIDE invites tenders for Mallige Line after L&T terminationInfrastructureNot rated Government reviews renewable energy contracting frameworkEnergyNot rated APSEZ outlines capex and sustainability progressInfrastructure · LogisticsNot ratedAPSEZ Associated Alcohols & Breweries plans expansion via SDF IndustriesFMCG · ManufacturingNot ratedAABL Chemical stock drops 11% after DII sells sharesChemicalsNot ratedFINEOTEX Russian oil market remains resilient amid US sanctionsEnergyNot rated Mac Charles India secures ₹1,080 crore loan from SBIBankingNot ratedMACCHARLES Maharashtra cabinet approves ₹37,013 cr for motorway projectInfrastructureNot rated India boosts rare earth funding to cut China dependenceManufacturing · EnergyNot rated GST cuts boost manufacturing despite US tariff challengesManufacturingNot rated RBI may cut rates by 25-50 bps as inflation easesBankingNot rated November economic indicators to impact growth and inflationEconomyNot rated NCLAT clears Axis Bank's CIRP trigger on default rulingBankingNot ratedAXISBANK Nifty falls below 25,600 amid profit bookingFinancial Services · MetalsNot rated Bharat Electronics shares rise 40% in 2025ManufacturingNot ratedBEL Jubilant Agri announces capacity expansion and demerger planManufacturingNot rated BlackRock increases stake in NBFC to 5.3%BankingNot ratedSAMMAANCAP Waaree Energies to acquire full ownership of SunbreezeEnergyNot ratedWAAREE Lloyds Metals acquires 49.99% stake in Thriveni PelletsMetals · EnergyNot ratedLLOYDSMETAL

Tue 4 NovMarket hours

ED conducts raids in ₹73 crore loan fraud caseBankingNot ratedPNB Allegations of ₹62,000 cr power scam in BiharEnergyNot ratedADANIGREEN Tax cuts may boost GDP growth to 8%FMCG · RetailNot rated FII confidence declines amid earnings slowdown in IndiaFinancial Services · InvestmentsNot rated Q2 earnings show positive trends for Nifty and midcapsEnergy · ITNot rated IDBI Bank classifies Reliance Communications' loan as fraudulentBanking · TelecomNot ratedRCOM Asian Energy Services wins ₹459 crore coal handling contractEnergy · InfrastructureNot ratedAESL Indian Metals to acquire Tata Steel's ferro alloys plant for ₹610 croreMetalsNot ratedIMFA Easy Trip Planners acquires stakes for ₹194.44 croreTravel · Financial ServicesNot rated Supreme Court halts Karnataka multiplex audit ruleEntertainmentNot rated Mahindra & Mahindra reports 18% profit rise in Q2AutomobilesNot ratedM&M Titagarh secures ₹24.8 billion Mumbai metro contractInfrastructure · ManufacturingNot ratedTITAGARH IBBI proposes protection for realty projects to aid homebuyersReal EstateNot rated Kandla Port to install ₹74.5 crore anti-drone systemInfrastructureNot rated Canara and HDFC Bank support HMA Agro with ₹71 cr facilityFMCGNot rated LIC increases stakes in SBI, Sun Pharma, HCLBanking · PharmaNot ratedSBI GST revenues lag behind pre-GST levels, says PRS reportGovernment · Financial ServicesNot rated Fed rate cuts may boost global market optimismBanking · Financial ServicesNot rated Groww IPO opens today with ₹6,632 crore targetITNot rated Acme Solar reports 652% net profit growth in Q2EnergyNot ratedACMESOLAR United Breweries CEO calls for beer tax reformFMCGNot ratedUBL Power Grid shares decline 3% after Q2 profit dropEnergyNot ratedPOWERGRID RR Kabel targets double-digit EBIT margins with ₹1,200 crore capexManufacturingNot rated Emirates NBD Bank launches open offer for RBL Bank stakeBankingNot ratedRBLBANK Top companies gain ₹95,447 crore in market value last weekBanking · TelecomNot ratedSBI PM Modi meets exporters to discuss US tariff impactExport · ManufacturingNot ratedSBI CDSL shares downgraded by JM Financial on earnings outlookFinancial ServicesNot ratedCDSL Tata Consumer Products sees active trading in put optionsFMCGNot ratedTATACONSUM Bharti Airtel's put options see high trading volumeTelecomNot ratedBHARTIARTL Shriram Finance sees strong put option activityBankingNot ratedSHRIRAMFIN OPEC+ pauses production hikes until 2026 to prevent oil glutEnergyNot rated Medinova completes merger with Vijaya Diagnostic CentreHealthcareNot rated Groww IPO faces challenges from regulatory changesIT · Financial ServicesNot rated Fitch upgrades Adani Ports outlook to stable, affirms ratingInfrastructureNot ratedADANIPORTS Indian Bank shares rise 70% YTD amid index speculationBankingNot ratedINDIANBANK Paytm Q2 results preview shows strong revenue growthIT · FMCGNot ratedPAYTM Tata Power adjusts outlook amid growth and debt concernsEnergyNot ratedTATAPOWER Mahindra's quarterly earnings driven by tractor salesAutomobilesNot ratedMAHM IndiGo shares decline ahead of Q2FY26 resultsAviationNot ratedINDIGO US rate cut opens opportunities for Indian marketsBanking · ITNot rated Cipla acquires 100% stake in Inzpera HealthsciencesPharmaNot ratedCIPLA Two groups bid for ₹19,239 crore Vadhvan Port contractInfrastructureNot ratedADANIPORTS

Tue 4 NovPre-market

NLCIL faces scrutiny over ₹332 crore cost overrunInfrastructureNot rated Oil supply impacted by US sanctions on RussiaEnergyNot rated Rupee declines 7 paise to 88.77 against dollarCurrencyNot rated Vodafone Idea shares rise 9% on Supreme Court newsTelecomNot ratedVODAFONEIDEA UBS raises MCX price target to ₹12,000 on earningsFinancial ServicesNot ratedMCX Bharti Airtel plans to acquire additional stake in Indus TowersTelecom · InfrastructureNot ratedBHARTIARTL Ajanta Pharma gains 3% after strong Q2 results and dividendPharmaNot ratedAJANTPHARM BEML announces first stock split after demergerDefenceNot ratedBEML Power Grid Corp announces ₹4.50 interim dividend and funding plansEnergyNot ratedPOWERGRID Godfrey Phillips India reports strong Q2 results and dividendFMCGNot ratedGODFRYPHLP Supreme Court denies appeals against Aakash rights issueEducationNot rated Delhi HC upholds FSSAI ban on ‘ORS’ branding for beveragesFMCG · PharmaNot ratedDRREDDY Supreme Court quashes ₹125 crore service tax demand against AirtelTelecomNot ratedBHARTIARTL Titagarh Rail wins ₹2,481 crore metro orderInfrastructureNot ratedTITAGARH Adani Power wins 3.2 GW coal power tender in AssamEnergyNot ratedADANIPOWER PMRDA accelerates infrastructure plan for 248-km concrete roadsInfrastructureNot rated OPEC+ pauses production hikes amid market uncertaintiesEnergyNot rated Andhra Pradesh allocates ₹2,637 crore for DISCOMS subsidyEnergyNot rated UK sanctions target Russian oil firms and Nayara EnergyEnergy · ManufacturingNot ratedNAYARA China's crude stockpile stabilizes oil prices amid sanctionsEnergyNot rated REC sanctions ₹7,500 cr for Brookfield's renewable projectEnergyNot rated India’s crude oil imports from Russia rise in OctoberEnergyNot rated Quick commerce platforms expand as competition intensifiesE-commerce · RetailNot ratedZOMATO Groww IPO anchor book receives over ₹50,000 crore in bidsIT · Financial ServicesNot rated Fourth Partner Energy secures ₹780 crore refinancing for solar portfolioRenewable EnergyNot ratedTCS Goldman Sachs forecasts rupee appreciation on US tariff newsBankingNot rated Rupee hits record low amid dollar strengthBanking · FMCGNot rated Zen Technologies secures ₹2.89 bln in defense contractsDefenceNot ratedZENTEC Lending rates decline as RBI reports September dataBankingNot rated RBI to meet primary dealers amid rising bond yieldsBanking · Financial ServicesNot rated Gurugram Metro Phase 2 faces delays due to funding issuesInfrastructureNot rated Warburg Pincus in talks to sell stake in IndiaFirst LifeInsuranceNot rated KKR expands insurance investment strategy in IndiaInsurance · Financial ServicesNot rated BMI raises palm oil price outlook on strong India demandAgricultureNot rated India set for 10 multinational IPOs in 2026IT · FMCGNot rated Shiprocket receives SEBI approval for ₹2,500 crore IPOLogistics · E-commerceNot rated US Senator calls for tougher FDA inspections on drug importsPharmaNot rated Supreme Court allows reassessment of Vodafone Idea's AGR duesTelecomNot ratedVODAFONEIDE GST collections rise, indicating strong consumer demand in OctoberFMCG · RetailNot rated Manufacturing PMI rises to 59.2 in OctoberManufacturingNot rated Centre optimistic on 4.4% fiscal deficit target for FY26InfrastructureNot rated Germany calls for halt to steel imports from RussiaMetalsNot rated Reliance Group faces ED raids and SEBI banBanking · Financial ServicesNot rated IBBI proposes project-level insolvency reforms for real estateReal EstateNot rated RITES secures ₹373 crore project from NIMHANSInfrastructureNot ratedRITES Bangladesh may cancel Adani power contract over corruptionEnergyNot ratedADANIPORTS Hitachi Energy India reports strong Q2FY26 resultsEnergyNot ratedHITACHI Indian markets expected to open flat amid mixed global cuesBanking · ITNot rated PSU banks gain momentum after strong Q2 resultsBankingNot ratedBANKOFBARODA JK Paper reports record revenue amid industry challengesManufacturingNot ratedJKPAPER Max Estates reports strong Q2 FY26 results and growthReal EstateNot ratedMAXESTATES Vedanta earnings miss estimates, analysts adjust forecastsMetalsNot ratedVEDL Major companies to report Q2 results including M&M and SBIAutomobiles · BankingNot ratedM&M Ambuja Cement reports 268% profit surge in Q2CementNot ratedAMBUJACEM 3M India profit rises 43%, Titan revenue beats estimatesManufacturing · FMCGNot rated3MINDIA SBI Q2 results preview indicates potential profit declineBankingNot ratedSBI ICICI Securities maintains buy on Vedanta amid commodity surgeMetals · EnergyNot ratedVEDL GE Vernova T&D India plans ₹806 crore capacity expansionEnergy · ManufacturingNot ratedGEVERNOVA Cochin Shipyard plans ₹6,000 crore capex expansionManufacturing · InfrastructureNot ratedCSL Adani Energy Solutions plans ₹18,000 crore capex for growthEnergyNot ratedAESL India's corporate capex poised for growth amid policy easingInfrastructure · BankingNot rated Adani Total Gas reports 16% volume growth and AA+ ratingEnergyNot ratedADANIGREEN Shriram Finance shares reach new 52-week high after earnings reportBanking · Financial ServicesNot ratedSHRIRAMFIN Bank of Baroda reports Q2 results, brokerages bullishBankingNot ratedBANKBARODA Manaksia Coated Metals signs ₹500 crore export dealManufacturing · MetalsNot ratedMCMIL IndusInd and Invesco finalize asset management joint ventureBanking · Financial ServicesNot ratedINDUSINDBK Sundaram Finance acquires Capitalgate Investment AdvisorsFinancial ServicesNot ratedSUNDARAMFIN PSU banks rise up to 3% on merger and privatization newsBankingNot rated Titan targets double-digit growth with Damas acquisitionFMCG · ManufacturingNot ratedTITAN Narayana Hrudayalaya acquires Practice Plus Group for £183 millionHealthcareNot rated Merger of Union Bank and Bank of India anticipated soonBankingNot ratedUBI Lenskart IPO raises valuation concerns for Indian startupsRetail · StartupsNot ratedLENSKART Pine Labs plans ₹3,000 crore IPO with PayPal, Mastercard backingFintech · BankingNot rated Pine Labs sets IPO price band at ₹210–₹221FintechNot rated