Sensex Today | Stock Market LIVE Updates: GIFT Nifty trades higher; banking stocks in focus

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Sensex Today | Stock Market LIVE Updates: GIFT Nifty trades higher; banking stocks in focus Sensex Today | Stock Market LIVE Updates: Crude oil prices remain higher, the Fed announces its interest rate decision this week, geopolitical tensions remain elevated, there are nearly 250 companies reporting numbers this week, and both the Nifty and the Sensex will also be having their monthly expiries during the course of this week. Sensex Today | Stock Market LIVE Updates: The new week promises to be even more action-packed than the last truncated week was, with multiple moving parts likely to keep traders and investors on the edge alike. It was only courtesy of a second-half recovery and the Closing Auction Session that the Nifty managed to close at 22,600 on Friday, having broken below the 22,400 mark intraday. Crude oil prices remain higher, the Fed announces its interest rate decision this week, geopolitical tensions remain elevated, there are nearly 250 companies reporting numbers this week, and both the Nifty and the Sensex will also be having their monthly expiries during the course of this week. Another key thing to monitor will be whether the Midcap and Smallcap indices manage to stage a recovery after last week's brutal sell-off. For the Nifty, the 22,500 - 22,400 mark will be key to defend for the bulls, while higher levels around 22,800 may continue to see supply pressure. For the Nifty Bank, the bulls would want to first take it past 54,500 on the upside, else a break below 54,000 could accelerate the selling pressure. Kotak Bank, IDFC First Bank, IndusInd Bank, Bank of India, will all react to results. Infosys will be the big result reaction of the day. Watch this space for all the LIVE stock market updates. Oct 26, 2026 8:00 AM IST Sensex Today | Stock Market Live Updates: JPM on AU Small BK - OW, TP Rs 1165 - Strong 2QFY27: NII rose by 32% y/y, PPOP rose by 25% y/y & PAT rose by 53% y/y - Gross advances growth accelerated to 27.9% y/y - AU remains confident of delivering 25% y/y loan growth (2.5x of Nom GDP growth). - CASA ratio improved by 70bps q/q to 29.5% - With only 30% of the loan book being floating rate, NIM outlook is challenged by a potential rise in deposit costs with improving CASA traction and rising share of unsecured loans providing a partial offset - Gross slippages in 2Q declined by 69bps y/y, however, rose by 24bps q/q to 2.62% (JPM calculation), which AU attributed purely to seasonality - Credit costs (on assets) declined by 7bps q/q to 0.70%, with 1H credit cost at 72bps (calculated), AU remains on track to deliver ahead of its 90bps guidance for FY27 Oct 26, 2026 7:59 AM IST Sensex Today | Stock Market Live Updates: Kotak Inst Eqt on AU Small BK - Reduce, TP Rs 950 - AUBANK reported 16% RoE & 50% earnings growth yoy in 2QFY27 led by sharp decline in provisions and strong PPOP growth. - Asset quality remains stable with NNPL ratio of 0.8%, slippages of 2.5% and credit cost of 1.0%. - NIM declined 10 bps qoq - AU is well positioned to deliver strong RoE and growth over medium term. Oct 26, 2026 7:58 AM IST Sensex Today | Stock Market Live Updates: UBS on IndusInd BK - Sell, TP Rs 870 - Reported PAT of Rs12.4bn in Q2 (12% ahead of UBSe), supported by stronger fee income and lower credit cost (1.40% vs 1.74% in Q1) - NII grew 3.6% YoY - NIM declined 12bp QoQ to 3.23% vs normalized 3.35%, largely reflecting FCNR(B)- related yield pressure, and some change in mix. - Reported loan yields declined 26bp to 10.67%, while deposit costs rose 3bp to 5.96%. - Other income grew 26% QoQ/36% YoY, including cRs1bn of incremental FCNR-related FX sales income and AFS/HTM - investment gains, while core fee-to-assets improved to 1.35% from 1.20%. - Opex rose 7% QoQ on business and growth spends, while PPoP grew 4% QoQ reported/c15% normalized. - RoA improved QoQ to 0.87% from normalized 0.63% - GNPA/NNPA declined sequentially to 2.7%/0.8%, although CASA weakness and funding cost pressure constrain margin recovery Oct 26, 2026 7:58 AM IST Sensex Today | Stock Market Live Updates: Macquarie on IndusInd BK - U-P, TP Rs 760 - PAT beats estimates, aided by higher non-interest income - ROA improves despite margin compression but there are headwinds - Management retained its 4Q FY27 exit-quarter RoA guidance of 1.0%, vs reported ROA of 82bps. - While believe 4Q FY27 target is achievable, increasing ROA beyond 1% to medium-term target of 170bps could be challenging. Oct 26, 2026 7:57 AM IST Sensex Today | Stock Market Live Updates: CLSA on IndusInd BK - Hold, TP Rs 910 - 2QFY27 PPOP was 13% ahead of estimate, mainly driven by strong fee income, while slightly lower provisions resulted in a big PAT beat. - Fee income grew 22% YoY, with the fee-to-asset ratio improving c.20bps QoQ. - It was also broad-based. - Loan growth continued to accelerate, albeit led by wholesale, while core NIM declined 12bps QoQ due to the impact of FCNR deposits and an adverse loan mix. - Management maintained its FY27 guidance of industry-level loan growth and a 1% exit ROA. - Asset quality continued to improve, with net slippage declining 40bps QoQ to 1.1% (now at a steady-state level) Oct 26, 2026 7:54 AM IST Sensex Today | Stock Market Live Updates: Jefferies on IndusInd Bk - Buy. TP cut to Rs 1130 - Q2 profit of Rs12bn, vs. loss last yr, was ahead with lower credit cost & better fee/ treasury. - Loans grew by 11% YoY, NII by 4%, & asset quality continues to improve - See levers to improve profitability through better PPoP, even as credit costs are near the bottom - Lower earnings estimates to factor in tighter banca fee rules & a tad higher credit cost Oct 26, 2026 7:53 AM IST Sensex Today | Stock Market Live Updates: HSBC on IndusInd BK - Buy, TP Rs 1180 - In 2QFY27, IIB’s earnings performance was underscored by sharp improvements in asset quality, strong fees - Lower credit costs will likely be near-term catalyst, while higher growth, margin recovery would play out in long term - Upgrade EPS by 5-10% for FY27-29e Oct 26, 2026 7:53 AM IST Sensex Today | Stock Market LIVE Updates: Fund Flow - FIIs Net Buy ₹887.65 Cr In Equities Today (Provisional) - DIIs Net Buy ₹3,235.36 Cr In Equities Today (Provisional) Oct 26, 2026 7:53 AM IST Sensex Today | Stock Market Live Updates: Bernstein on IndusInd BK - O-P, TP Rs 1000 - IndusInd’s recovery is broadening, with stronger lending momentum and improving asset quality supporting higher returns despite continued contraction in personal loan and credit - card balances. - Standalone PAT grew 17% QoQ, taking RoA to 0.82% from 0.75%, supported by lower provisions and stronger fee income - With further credit-cost benefits likely to be more measured, margin recovery and sustained fee growth become increasingly important to achieving the bank’s 1% exit RoA ambition. Oct 26, 2026 7:53 AM IST Sensex Today | Stock Market Live Updates: CLSA on Kotak Bk - O-P, TP Rs 485 - PAT was largely in line with estimates, adjusted for several FCNR-related one-offs, it was a marginal beat - This was primarily driven by stronger-than-expected loan growth. - Pursuant to RBI’s directives, Kotak acquired Rs96bn of loan assets from its subsidiary, KMIL, in quarter. - Organic customer asset growth, ex of FCNR self-leverage, picked up from 16% YoY in the prior quarter to 18% YoY in 2QFY27. - While growth continues to be driven more by corporate and SME lending, there was a pickup in unsecured retail credit. - Reported NIM declined c.20bp QoQ, largely due to the FCNR inflows of c.Rs550bn. - Core fee income growth improved to 15% YoY from 11% in the prior quarter and single-digit growth earlier Oct 26, 2026 7:53 AM IST Sensex Today | Stock Market LIVE Updates: BPCL Q2 - Net Profit At ₹4,993 Cr Vs CNBC-TV18 Poll Of ₹4,703 Cr - Revenue (Net Of Excise) At ₹1.49 Lakh Cr Vs CNBC-TV18 Poll Of ₹1.5 Lakh Cr - EBITDA At ₹8,971 Cr Vs CNBC-TV18 Poll Of ₹6,016 Cr - Net Profit At ₹4,993 Cr Vs Loss Of ₹3,962 Cr (QoQ) - Revenue (Net Of Excise) (RD) 1.3% At ₹1.49 Lakh Cr Vs ₹1.5 Lakh Cr (QoQ) - EBITDA At ₹8,971 Cr Vs Loss Of ₹4,077 Cr (QoQ) Oct 26, 2026 7:51 AM IST Sensex Today | Stock Market LIVE Updates: UTI AMC Q2 - Revenue (RD) 23.1% At ₹337 Cr Vs ₹438 Cr (QoQ) - Net Profit (RD) 34.4% At ₹143 Cr Vs ₹218 Cr (QoQ) - EBITDA (RD) 35% At ₹195 Cr Vs ₹300 Cr (QoQ) - EBITDA Margin At 57.9% Vs 68.6% (QoQ) Oct 26, 2026 7:50 AM IST Sensex Today | Stock Market LIVE Updates: Supreme Petro Q2 - Revenue (GU) 77.8% At ₹1,956 Cr Vs ₹1,100 Cr (YoY) - Net Profit (GU) 97.9% At ₹95 Cr Vs ₹48 Cr (YoY) Oct 26, 2026 7:49 AM IST Sensex Today | Stock Market LIVE Updates: Oracle Fin Q2 - Net Profit (RD)50.38% At ₹702 Cr Vs ₹1,416 Cr (QoQ) - Revenue (RD)39% At ₹1,907 Cr Vs ₹3,125 Cr (QoQ) Oct 26, 2026 7:48 AM IST Sensex Today | Stock Market LIVE Updates: KEC Intl Order Win KEC Intl | Bags Orders Worth ₹2,872 Cr In T&D; Biz For Supply Of 765 kV Transmission Lines From Power Grid Oct 26, 2026 7:39 AM IST Sensex Today | Stock Market LIVE Updates: ICRA Retains eMudhra Ratings - ICRA Retains eMudhra Ratings After TLS Certificate Incident, Notes Exit From Global Business - ICRA Retains Ratings At [ICRA]A (Stable)/[ICRA]A1 On ₹35 Cr Of eMudhra’s Unallocated Limits, In An Update On A Material Event Issued Oct 26, 2026 7:39 AM IST Sensex Today | Stock Market LIVE Updates: Tata Chem In Focus - Tata Chem Says | Kenya High Court Rules It Has No Jurisdiction Over The TCML Dispute - Co Examining Order, Kenya Mining Committee To Submit Rpt To Cabinet Secy For Further Direction Oct 26, 2026 7:38 AM IST Sensex Today | Stock Market LIVE Updates: BL Kashyap Shares In Focus BL Kashyap | Bags Order Worth ₹496 Cr From Signature Global For Civil Structure & Part MEP Works Oct 26, 2026 7:37 AM IST Sensex Today | Stock Market LIVE Updates: Kotak Mah Bk Q2 - Net Profit (GU) 29.5% At ₹4,212 Cr Vs ₹3,253.3 Cr (YoY) - Net Interest Income (GU) 15.7% At ₹8,459 Cr Vs ₹7,311 Cr (YoY) - Operating Profit (GU) 21.1% At ₹6,382.2 Cr Vs ₹5,268.3 Cr (YoY) - Gross NPA At 1.04% Vs 1.18% (QoQ) - Net NPA At 0.24% Vs 0.27% (QoQ) - Provisions (GU) 20.3% At ₹803.6 Cr Vs ₹668 Cr (QoQ) - Provisions (RD) 15.2% At ₹803.6 Cr Vs ₹947.4 Cr (YoY) - Net Interest Margin At 4.31% Vs 4.53% QoQ & Vs 4.54% YoY - Bank Mobilised FCNR(B) Deposits Amounting To ₹55,344 Cr In Q2 Via Its Intl Branches Oct 26, 2026 7:36 AM IST Sensex Today | Stock Market LIVE Updates: SBFC Finance Q2 - Net Profit (GU)27.5% At ₹138 Cr Vs ₹109 Cr (YoY) - NII (GU)31.3% At ₹1,351 Cr Vs ₹1,029 Cr (YoY) Oct 26, 2026 7:31 AM IST Sensex Today | Stock Market Live Updates: Bernstein on Kotak BK - Market perform, TP Rs 500 - Delivered healthy 29% YoY EPS growth (+2% QoQ), driven by strong balance-sheet growth (+25% YoY, +14% QoQ), which more than offset weaker headline RoA (-22bps QoQ, +4bps YoY). Loan growth remained healthy but was corporate-led, particularly after adjusting for FCNR(B)-linked loans, potentially contributing to sharpest NIM compression among four large PVBs. - Strong loan growth, led by corporate and SME - Asset quality remains benign; higher provisions largely reflect standard asset buffers Oct 26, 2026 7:22 AM IST Sensex Today | Stock Market Live Updates: Goldman Sachs on IDFC First BK - Neutral, TP Rs 85 - 2QFY27 largely in-line with expectations, with PAT of Rs10.5bn (0.9% annualized RoA). - Core PPoP growth 2% above GSe helped by core revenue growth (+22% YoY) continued to outpace cost growth (+16% YoY), in-line with the bank’s guidance of delivering an operating jaw of 500bps+. - Loan growth (ex-FCNR-B) remained strong at 21% YoY (+5% QoQ), with management sounding confident on sustaining 20%+ growth, while deposit growth excluding FCNR-B moderated to 14% YoY as the bank consciously ran down high-cost bulk deposits. - NIMs excluding FNCR-B related impact declined by 16bps QoQ driven mainly by higher excess liquidity/asset mix shift and an adverse day-count impact - Bank expects strong reversal in F4Q27. - Management guided to a recovery toward 5.8% NIM by 4QFY27 (compared to 5.9% in F1Q27 and 5.58% in F2Q27). - Asset quality remained steady, with underlying credit cost moderating QoQ to 1.3% (1.5% last quarter) and PCR healthy at ~70%. Oct 26, 2026 7:16 AM IST Editor’s Take | Here is Prashant Nair’s Take On Markets Today TRADE SET UP - Oil @ $116 vs high of $117 (highest since April) hit on Friday - Iran promised to retaliate if the US and Israel restart their air strikes - Over the weekend, Trump said it’s “getting to be decision time” wrt deal or resuming attacks - U.S. equities slightly lower on Friday after Thursday’s big slide - S&P; 500 -0.52%, Nasdaq -0.21%, Philly Semiconductor Index +0.4% - 44% of S&P; mcap reports Q3 earnings this week; Microsoft, Google, Amazon etc - Treasury bond issuance this week totals to $213 billion - France largely avoided a repeat of large-scale violence and looting over the weekend - Last week: Midcap Index sold off 5.6%, Smallcap Index -7.2% - Smallcaps & Midcaps hit extreme oversold readings, RSI hit 21-22 - Nifty support 22,390 (78% retracement of the bounce) - Nifty resistance comes in at 20-day MA at 22,713, swing high at 23,175 Oct 26, 2026 7:15 AM IST Sensex Today | Stock Market Live Updates: Netweb Reports its Q2 Results - Revenue Up 61.5% At ₹1,323 Cr Vs ₹819 Cr (QoQ) - Net Profit Up 60.6% At ₹137 Cr Vs ₹85.3 Cr (QoQ) - EBITDA Up 64.4% At ₹197 Cr Vs ₹119.8 Cr (QoQ) - EBITDA Margin At 14.9% Vs 14.6% (QoQ) Oct 26, 2026 6:59 AM IST Sensex Today | Stock Market Live Updates: Apollo Micro Sys Announces Its Q2 Results - Net Profit Up 55.6% At ₹48.4 Cr Vs ₹31 Cr (YoY) - Revenue Up 72.2% At ₹388 Cr Vs ₹225.3 Cr (YoY) - EBITDA Up 87.6% At ₹111 Cr Vs ₹59.2 Cr (YoY) - Margin At 28.6% Vs 26.3% (YoY) Oct 26, 2026 6:54 AM IST Sensex Today | Stock Market Live Updates: Castrol India Reports Its Q3 - Revenue Down 7.3% At ₹1,734.7 Cr Vs ₹1,871.5 Cr (QoQ) - Net Profit Down 49.3% At ₹176.4 Cr Vs ₹347.7 Cr (QoQ) - EBITDA Down 47% At ₹262.3 Cr Vs ₹494.5 Cr (QoQ) - EBITDA Margin At 15.1% Vs 26.4% (QoQ) Oct 26, 2026 6:49 AM IST Sensex Today | Stock Market Live Updates: AU Small Fin Bank Reports its Q2 Results - Net Profit Up 53% At ₹857.7 Cr Vs ₹561 Cr (YoY) - Net Interest Income Up 31.5% At ₹2,820.1 Cr Vs ₹2,144.4 Cr (YoY) - Gross NPA At 1.99% Vs 2.10% (QoQ) - Net NPA At 0.81% Vs 0.76% (QoQ) - Provisions At ₹359.4 Cr Vs ₹371.5 Cr QoQ & Vs ₹480.8 Cr YoY Oct 26, 2026 6:47 AM IST Sensex Today | Stock Market Live Updates: JK Cement Reports its Q2 Earnings - Net Profit Up 8% At ₹173 Cr Vs ₹160.5 Cr (YoY) - Revenue Up 24% At ₹3,733.4 Cr Vs ₹3,019.2 Cr (YoY) - EBITDA Up 13.5% At ₹507.4 Cr Vs ₹447 Cr (YoY) - Margin At 13.6% Vs 14.8% (YoY) Oct 26, 2026 6:45 AM IST Sensex Today | Stock Market Live Updates: BCCL Q2 Results - Net Profit At Rs 124 Cr Vs Loss Of Rs 53 Cr (YoY) - Revenue Up 39% At Rs 4,412 Cr Vs Rs 3,173 Cr (YoY) - EBITDA At Rs 200.3 Cr Vs EBITDA Loss Of Rs 383.6 Cr (YoY) - Margin At 4.5% Oct 26, 2026 6:40 AM IST Sensex Today | Stock Market Live Updates: GIFT Nifty Trades Lower, Hints At A Negative Start GIFTNifty flat, indicates a muted start for the Indian market; Brent falls from 6-month highs after hitting $116/bbl despite supply concerns