# Sensex Today | Stock Market Live Updates: GIFT Nifty down 100 points; CITI raises Sona BLW target — retained record

> Retained news record from news:india-cnbc-tv18.

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source: [news](https://highsignal.app/data/news) (news:india-cnbc-tv18)  published 2026-10-27 02:28 ingested 2026-10-27 02:56

[original source ↗](https://www.cnbctv18.com/market/stock-market-live-updates-sensex-nifty-50-expiry-today-midcaps-smallcaps-oil-defence-stocks-persistent-bajaj-maruti-ril-hdfc-bank-share-price-liveblog-20019835.htm)

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Sensex Today | Stock Market Live Updates: GIFT Nifty down 100 points; CITI raises Sona BLW target
Sensex Today | Stock Market Live Updates: Supports down are harder to predict considering the broad range the index has traded in over Friday and Monday. The bulls though, would want that the intraday lows of sub-22,400 are not broken. The Nifty Bank underperformed the Nifty on Monday but did recover from the lows.
Sensex Today | Stock Market Live Updates: Today is the monthly expiry of all NSE contracts. The Nifty 50 is nearly at the same levels at which it closed the September series as of Monday. The index snapped a four-day losing streak on Monday and continued with Friday's trend of a steep initial fall, followed by a sharper recovery.
However, some buying from lower levels in Midcaps and Smallcaps is something that will give bulls greater comfort. Today's session will bring with itself its fair share of volatility with the VIX continuing to remain at elevated levels. For the Nifty, 22,800 is the level to watch on the upside, as a sustained move above that could take the index back towards the 23,000 mark.
Supports down are harder to predict considering the broad range the index has traded in over Friday and Monday. The bulls though, would want that the intraday lows of sub-22,400 are not broken. The Nifty Bank underperformed the Nifty on Monday but did recover from the lows.
The index remains below 54,500, which it needs to cross and sustain for a move back to 55,000, while 53,800 - 53,700 levels on the downside should act as a support. Over 50 companies report results today, including auto majors Bajaj Auto and Maruti Suzuki. Also watch for defence stocks, Paytm and more. Oil remains around $115 a barrel.
Watch this space for all the LIVE stock market updates.
Oct 27, 2026 8:02 AM IST
Sensex Today | Stock Market Live Updates: Raymond Shares In Focus; Here's Why
Raymond Realty Arm To Raise ₹210 Crore From ICICI Prudential AMC-Managed Real Estate AIF
Oct 27, 2026 8:01 AM IST
Sensex Today | Stock Market Live Updates: DCM Shriram Q2
- Net Profit (RD) 34.09% At ₹105 Cr Vs ₹159 Cr (YoY)
- Revenue (GU) 21% At ₹4,151 Cr Vs ₹3,432 Cr (YoY)
- EBITDA (RD) 5.8% At ₹291 Cr Vs ₹309 Cr (YoY)
- Margin At 7.02% Vs 9% (YoY)
- Company To Invest Up To ₹50 Crore In Shriram Teknor JV For Speciality PVC & HFFR Grades
- Kota Cement Plant To Get ₹60 Crore Capex For Filter Presses
- Company To Invest Up To ₹145 Crore In Solar Power Plant At Kota
- ₹120 Crore Capex For Additional Electrolysers At Kota & Bharuch Caustic Plants
Oct 27, 2026 7:59 AM IST
Sensex Today | Stock Market Live Updates: Tata Consumer Appointment
Tata Consumer | Sunil Lobo Appointed As President & Head Of India Sales w.e.f. December 1, 2026
Oct 27, 2026 7:59 AM IST
Sensex Today | Stock Market Live Updates: Aavas Fin Q2
- Net Profit (GU) 10.75% At ₹182 Cr Vs ₹164 Cr (YoY)
- NII (GU) 10.1% At ₹431 Cr Vs ₹391 Cr (YoY)
- Net NPA At 0.70%
- Gross NPA At 1.11%
Oct 27, 2026 7:58 AM IST
Sensex Today | Stock Market Live Updates: Five-Star Business Finance Q2
- Net Profit (GU) 4.61% At ₹299 Cr Vs ₹286 Cr (YoY)
- NII (GU) 11.5% At ₹691 Cr Vs ₹619 Cr (YoY)
Oct 27, 2026 7:57 AM IST
Sensex Today | Stock Market Live Updates: Fund Flow
- FIIs Net Sell ₹1,462.49 Cr In Equities Today (Provisional)
- DIIs Net Buy ₹2,609.57 Cr In Equities Today (Provisional)
Oct 27, 2026 7:56 AM IST
Sensex Today | Stock Market Live Updates: Genus Power Shares In Focus
Board Approves Buyback Of Up To ₹148.2 Cr At ₹312/Sh
Oct 27, 2026 7:56 AM IST
Sensex Today | Stock Market Live Updates: Anthropic IPO
Anthropic Publicly Files For Nasdaq IPO Under Symbol ‘ANT’
Oct 27, 2026 7:55 AM IST
Sensex Today | Stock Market Live Updates: HCLTech In Focus
HCLTech Completes Acquisition Of 100% Stake In Croatia-Based Robotiq.ai
Oct 27, 2026 7:54 AM IST
Sensex Today | Stock Market Live Updates: Sumitomo Chemical Q2
- Revenue (RD) 2.5% At ₹891 Cr Vs ₹914 Cr (YoY)
- Net Profit (RD) 12.4% At ₹156 Cr Vs ₹178 Cr (YoY)
- EBITDA (RD) 15.7% At ₹183 Cr Vs ₹217 Cr (YoY)
- EBITDA Margin At 20.56% Vs 24% (YoY)
Oct 27, 2026 7:53 AM IST
Sensex Today | Stock Market Live Updates: Jefferies on ITC Hotels
- Buy, TP Rs 220
- Delivered a sharp beat, with consol EBITDA up 37% YoY (12% beat); ex-Sri Lanka residences, hotel Rev/EBITDA grew 17%/28% YoY with margins up 270bps.
- RevPAR rose 21%, mirroring strong sector trends, while mgmt fees grew 25% YoY.
- ITCH completed the Welcomhotel Ahmedabad conversion, added a Lucknow land parcel, & targets 10% key CAGR over FY26-31 (+3-4% CAGR owned keys)
- Raise EBITDA by 3-5% (14% EBITDA CAGR over FY26-FY29e).
Oct 27, 2026 7:53 AM IST
Sensex Today | Stock Market Live Updates: Kfin Q2
- Revenue (GU) 12.5% At ₹402 Cr Vs ₹356.5 Cr (QoQ)
- Net Profit (GU) 33.4% At ₹100.3 Cr Vs ₹75.2 Cr (QoQ)
- EBITDA (GU) 32.0% At ₹161 Cr Vs ₹122 Cr (QoQ)
- EBITDA Margin At 40.05% Vs 34.2% (QoQ)
Oct 27, 2026 7:52 AM IST
Sensex Today | Stock Market Live Updates: Sigma Advanced Systems In Focus
Sigma Advanced Systems Bags ₹973 Cr Order For 155mm Artillery Ammunition Base Bleed Units
Oct 27, 2026 7:52 AM IST
Sensex Today | Stock Market Live Updates: Highway Infrastructure Order Win
Highway Infrastructure Bags LoA Worth ₹91.78 Cr From NHAI For Baiti Kala Fee Plaza In Uttar Pradesh
Oct 27, 2026 7:51 AM IST
Sensex Today | Stock Market Live Updates: JPMorgan on Sona BLW
- UW, TP Rs 600
- 2QFY27 a beat vs expectations.
- Revenue of Rs 15.5bn (+35% YoY) was 7% above JPMe, while EBITDA of Rs 3.6bn (+23% YoY) was +5% vs JPMe
- EV revenues grew 129% YoY due to a combination of:
- 1) normalisation of differential assembly revenues in North America,
- 2) traction motor growth in Indian 2W/3W EVs, and
- 3) suspension motors ramp-up in China
- Raising FY27-29 revenue and EBITDA forecast by 9-13% and 5-10%, respectively
- This should drive an EPS CAGR (FY26-29) of 23%, but stock is already trading at 47xFY28 P/E
Oct 27, 2026 7:51 AM IST
Sensex Today | Stock Market Live Updates: One 97 (Paytm) Q2
- Revenue (GU) 28.5% At ₹2,648 Cr Vs ₹2,061 Cr (YoY)
- Net Profit At ₹226 Cr Vs ₹21 Cr (YoY)
- EBITDA (GU) 91.5% At ₹270 Cr Vs ₹141 Cr (YoY)
- EBITDA Margin At 10.2% Vs 6.8% (YoY)
- Co To Invest Up To ₹500 Crore Each In Paytm Cloud Technologies And Paytm Singapore
Oct 27, 2026 7:50 AM IST
Sensex Today | Stock Market Live Updates: Kotak Inst Eqt on Sona BLW
- Sell, TP Rs 700
- 2QFY27 EBITDA came in 9.5% above estimates due to a better-than-expected revenue print
- Expect revenue growth to accelerate, owing to
- (1) recovery in differential assembly business,
- (2) strong momentum in traction motors and railway segments
- (3) incremental opportunity in differential gears.
- Beyond current products, expect Physical AI & BEV traction motor opportunity to drive medium-term growth prospects
- Valuation remains expensive, which drives SELL
Oct 27, 2026 7:48 AM IST
Sensex Today | Stock Market Live Updates: CITI on Sona BLW
- Buy, TP Raised to Rs 960
- Strong beat in 2QFY27 results, driven by a robust revenue growth.
- Suspension motors, traction motors and differential assemblies segments saw strong trends.
- Demand outlook remains positive, with tailwinds for global EVs as well as domestic E2W sectors .
- New products are likely to result in Sona’s growth being higher than underlying industry’s.
- Orderbook trends improved with (Rs251bn now vs Rs240bn as of 1QFY27 end).
- That said, margins are likely to remain under pressure, given 1) severe material cost inflation, 2) increase in freight rates, & 3) mix shift towards 2W traction motors (low margin).
Oct 27, 2026 7:47 AM IST
Sensex Today | Stock Market Live Updates: Bernstein on Sona BLW
- OW, TP Rs 850
- Q2 Revenue growth (+35% YoY) reflects several levers coming through together: traction motors gaining share, strong recovery in differential assemblies, & suspension motors scaling in China
- Business enters H2 with a broader base of growth & further programs to ramp
- While declining percentage margins will understandably attract attention, don’t think earnings case require a return to historical peaks while revenue opportunity continues to expand
- Management has, however, retained its 23-25% EBITDA margin framework
Oct 27, 2026 7:45 AM IST
Sensex Today | Stock Market Live Updates: CITI on One 97 Comm
- Buy, TP Rs 1940
- 2Q EBITDA/EBIT was +4%/+1% vs Citi at Rs2.7bn/Rs1.2bn.
- Net payment margins rose 0.5bps QoQ to 9bps (CitiE: +0.3bps QoQ).
- Financial services revenue growth accelerated to 49% YoY (45% YoY in 1Q; CitiE: 44% YoY).
- Management guided to +2.5bps net payment margin impact from UPI-MDR (Rs9bn in FY28E – along expected lines) & expects DLG mix in merchant-lending business to rise in near term (negative impact on near-term CM margins).
- Paytm is seeing growth acceleration in financial services and improvement in net payment margins even ex-UPI
- It is also upping investments in tech (AI), marketing and distribution (MTU acquisition, on-ground sales-fleet).
Oct 27, 2026 7:43 AM IST
Sensex Today | Stock Market Live Updates: Goldman Sachs on One 97 Comm
- Buy, TO Rs 2010
- 2Q had a number of positives:
- (i) Revenue growth was strong at 28% YoY (33% LFL) and should accelerate further as MDR revenue starts flowing in from later this FY;
- (ii) EBITDA was a 10% beat vs GSe, with margins continuing to expand;
- (iii) Paytm has now quantified its expectation from UPI MDR (+2.5 bps payment processing margin), and per our calculation this should translate into Rs8-9 bn in EBITDA in FY28, largely in line with our estimate though it should help the market build more confidence on incremental EBITDA opportunity;
- (iv) Financial Services growth further accelerated and Paytm is seeing improving trends in personal loans, and expects meaningful revenue/EBITDA from postpaid from FY28;
- (v) Paytm’s market share in payments saw another quarter of improvement, with one of the highest MTU adds in recent periods.
- The one negative in print was higher than expected capex (device related), which translates into higher D&A; costs & thus leads to some cuts in EPS.
Oct 27, 2026 7:43 AM IST
Sensex Today | Stock Market Live Updates: Tata Motors-Iveco Deal
Tata Motors-Iveco Deal | Tata Motors’ Takeover Bid For Iveco Clears 80% Acceptance Threshold
Oct 27, 2026 7:41 AM IST
Sensex Today | Stock Market Live Updates: Morgan Stanley on One 97 Comm
- EW. TP Rs 1450
- Key Takeaways
- (+) Clean operating beat: Revenue up 28% YoY (beat estimate by 5%/; EBITDA Rs2.7bn (+91% YoY) – in line with MSe
- (+) Financial services revenue growth rose to 49% YoY (+5% vs estimate), led by merchant (50%+ of loans to repeat borrowers), postpaid & personal
- loans.
- (+) Expects a 2.5bps lift in payment processing margin from MDR on select UPI P2M transactions (implies Rs9.7bn on F28 GMV estimate).
- (=) Per management, DLG costs to rise from 3QF27 as largest lender resumes DLG; CM to dip near term, but management expects EBITDA to improve in
- 3QF27.
- (-) Payment GMV was flat qoq and YoY growth moderated to 25% – industry growth itself moderated as festive season shifted to 3QF27
Oct 27, 2026 7:39 AM IST
Sensex Today | Stock Market Live Updates: Bernstein on One 97 Comm
- O-P, TP Rs 2200
- Delivered strong revenue growth in 2Q27, led by financial services (+49% YoY, +12% QoQ) & marketing services (+26% YoY, +20% QoQ).
- Net payment revenue also grew a healthy 7% QoQ, though YoY growth was more modest at +8% due to PIDF revenue in last
- year’s base.
- Revenue growth was stronger than expected, but costs were also higher, with indirect costs up 14% YoY (+5% QoQ).
- Despite this, EBITDA increased 90% YoY (+33% QoQ), with EBITDA margin expanding to 10%.
Oct 27, 2026 7:38 AM IST
Sensex Today | Stock Market Live Updates: Bernstein on Mankind Pharma
- UW TP Rs 2057
- While Q2 is historically stronger for Mankind, believe Q2FY27 provided limited incremental evidence to justify its premium valuation.
- Excluding better-than-expected operating leverage, headline numbers were largely in line with estimates.
- Domestic growth of 15.9% appears healthy, but recovery remained uneven: gastro and vitamins improved, while anti-infectives grew only 5.4% and consumer healthcare 1.2%.
- Volume growth of 6.7% deserves credit, but management had already guided to a better Q2.
- Seasonally stronger acute demand, an easier GST-affected base and limited contribution from new brands also leave us reluctant to extrapolate headline growth.
- Consumer recovery has been pushed out again, reinforcing initiation concerns around weakening momentum & slow brand creation.
- Exports surprised positively, while BSV continues to build a better execution record
- Margins beat estimates, but management retained 25% guidance set at beginning of the year
Oct 27, 2026 7:38 AM IST
Sensex Today | Stock Market Live Updates: Macquarie on Mankind Pharma
- U-P, TP Rs 2200
- 2Q revenue, EBITDA and adj. PAT beat estimates by 3%, 4% and 12%, respectively
- EBITDA beat was driven by revenue beat, better-than-expected gross margin, operating leverage and lower-than-expected R&D; expenses
- PAT beat was driven by the EBITDA beat, higher-than-expected other income, and a modestly lower effective tax rate.
- BSV remained strong across key brands, while consumer healthcare was subdued due to softer category offtake and weakness in eastern and southern India.
- Net debt declined to Rs26.4bn from Rs33.8bn in June.
- Management maintained FY27 EBITDA margin guidance at 25.5–26.5%, despite the 2Q margin of 27.1%, with operating leverage expected to remain supportive.
Oct 27, 2026 7:36 AM IST
Sensex Today | Stock Market Live Updates: JPM on Mankind Pharma
- Neutral, TP Rs 2700
- Delivered a 2Q beat, with revenue 3% ahead of JPMe led by strong India Rx and healthy exports growth, offsetting consumer weakness.
- India growth was about 16% YoY but was helped by a low base, so sustainability of the outperformance remains to be seen.
- EBITDA margin came in at 27%, about 100bps ahead of expectations, but mgmt maintained full-year margin guidance of 25.5–26.5%
- Consumer guidance has been cut to single digits from HSD-DD, although mgmt remains confident of double-digit growth from next year, supported by faster scaling in e-commerce and quick commerce where mix rose to about 18% in 2Q vs. about 12% last year
- Raise EBITDA estimates by 3–4% on better visibility in India Rx & exports
- Maintain Neutral as want more consistent India outperformance & a clearer consumer reset; more colour on ACTx is awaited at investor meet today
Oct 27, 2026 7:35 AM IST
Sensex Today | Stock Market Live Updates: Kotak Inst Eqt on Mankind Pharma
- Buy, TP Rs 3035
- Reported a strong 2QFY27, driven by healthy growth across domestic formulations, BSV and international markets.
- It is confident of outperforming IPM by 1.1-1.2X at least over next two quarters.
- OTC franchise remains sole area of concern, with growth yet to pick up
- Mankind’s base business is showing tangible signs of recovery, reflected in improving volume growth, a richer chronic-care product mix and sustained momentum in BSV
- Expect Mankind to report a robust 23% EPS CAGR over FY2026-29.
Oct 27, 2026 7:27 AM IST
Sensex Today | Stock Market Live Updates: Nazara Tech Reports Its Q2 Results
- Revenue Up 52.5% At ₹803 Cr Vs ₹526.5 Cr (YoY)
- Net Profit At ₹35.36 Cr Vs Loss Of ₹33.9 Cr (YoY)
- EBITDA Up 88.3% At ₹113 Cr Vs ₹60 Cr (YoY)
- EBITDA Margin At 14.06% Vs 11.4% (YoY)
Oct 27, 2026 7:23 AM IST
Sensex Today | Stock Market Live Updates: Aegis Logistics Reports its Q2 Results
- Revenue Down 3.5% At ₹2,213 Cr Vs ₹2,294 Cr (YoY)
- Net Profit Up 45% At ₹261 Cr Vs ₹180 Cr (YoY)
- EBITDA Up 49.4% At ₹434 Cr Vs ₹291 Cr (YoY)
- Margin At 19.62% Vs 12.67% (YoY)

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Sensex Today | Stock Market Live Updates: GIFT Nifty down 100 points; CITI raises Sona BLW target
Sensex Today | Stock Market Live Updates: Supports down are harder to predict considering the broad range the index has traded in over Friday and Monday. The bulls though, would want that the intraday lows of sub-22,400 are not broken. The Nifty Bank underperformed the Nifty on Monday but did recover from the lows.
Sensex Today | Stock Market Live Updates: Today is the monthly expiry of all NSE contracts. The Nifty 50 is nearly at the same levels at which it closed the September series as of Monday. The index snapped a four-day losing streak on Monday and continued with Friday's trend of a steep initial fall, followed by a sharper recovery.
However, some buying from lower levels in Midcaps and Smallcaps is something that will give bulls greater comfort. Today's session will bring with itself its fair share of volatility with the VIX continuing to remain at elevated levels. For the Nifty, 22,800 is the level to watch on the upside, as a sustained move above that could take the index back towards the 23,000 mark.
Supports down are harder to predict considering the broad range the index has traded in over Friday and Monday. The bulls though, would want that the intraday lows of sub-22,400 are not broken. The Nifty Bank underperformed the Nifty on Monday but did recover from the lows.
The index remains below 54,500, which it needs to cross and sustain for a move back to 55,000, while 53,800 - 53,700 levels on the downside should act as a support. Over 50 companies report results today, including auto majors Bajaj Auto and Maruti Suzuki. Also watch for defence stocks, Paytm and more. Oil remains around $115 a barrel.
Watch this space for all the LIVE stock market updates.
Oct 27, 2026 8:02 AM IST
Sensex Today | Stock Market Live Updates: Raymond Shares In Focus; Here's Why
Raymond Realty Arm To Raise ₹210 Crore From ICICI Prudential AMC-Managed Real Estate AIF
Oct 27, 2026 8:01 AM IST
Sensex Today | Stock Market Live Updates: DCM Shriram Q2
- Net Profit (RD) 34.09% At ₹105 Cr Vs ₹159 Cr (YoY)
- Revenue (GU) 21% At ₹4,151 Cr Vs ₹3,432 Cr (YoY)
- EBITDA (RD) 5.8% At ₹291 Cr Vs ₹309 Cr (YoY)
- Margin At 7.02% Vs 9% (YoY)
- Company To Invest Up To ₹50 Crore In Shriram Teknor JV For Speciality PVC & HFFR Grades
- Kota Cement Plant To Get ₹60 Crore Capex For Filter Presses
- Company To Invest Up To ₹145 Crore In Solar Power Plant At Kota
- ₹120 Crore Capex For Additional Electrolysers At Kota & Bharuch Caustic Plants
Oct 27, 2026 7:59 AM IST
Sensex Today | Stock Market Live Updates: Tata Consumer Appointment
Tata Consumer | Sunil Lobo Appointed As President & Head Of India Sales w.e.f. December 1, 2026
Oct 27, 2026 7:59 AM IST
Sensex Today | Stock Market Live Updates: Aavas Fin Q2
- Net Profit (GU) 10.75% At ₹182 Cr Vs ₹164 Cr (YoY)
- NII (GU) 10.1% At ₹431 Cr Vs ₹391 Cr (YoY)
- Net NPA At 0.70%
- Gross NPA At 1.11%
Oct 27, 2026 7:58 AM IST
Sensex Today | Stock Market Live Updates: Five-Star Business Finance Q2
- Net Profit (GU) 4.61% At ₹299 Cr Vs ₹286 Cr (YoY)
- NII (GU) 11.5% At ₹691 Cr Vs ₹619 Cr (YoY)
Oct 27, 2026 7:57 AM IST
Sensex Today | Stock Market Live Updates: Fund Flow
- FIIs Net Sell ₹1,462.49 Cr In Equities Today (Provisional)
- DIIs Net Buy ₹2,609.57 Cr In Equities Today (Provisional)
Oct 27, 2026 7:56 AM IST
Sensex Today | Stock Market Live Updates: Genus Power Shares In Focus
Board Approves Buyback Of Up To ₹148.2 Cr At ₹312/Sh
Oct 27, 2026 7:56 AM IST
Sensex Today | Stock Market Live Updates: Anthropic IPO
Anthropic Publicly Files For Nasdaq IPO Under Symbol ‘ANT’
Oct 27, 2026 7:55 AM IST
Sensex Today | Stock Market Live Updates: HCLTech In Focus
HCLTech Completes Acquisition Of 100% Stake In Croatia-Based Robotiq.ai
Oct 27, 2026 7:54 AM IST
Sensex Today | Stock Market Live Updates: Sumitomo Chemical Q2
- Revenue (RD) 2.5% At ₹891 Cr Vs ₹914 Cr (YoY)
- Net Profit (RD) 12.4% At ₹156 Cr Vs ₹178 Cr (YoY)
- EBITDA (RD) 15.7% At ₹183 Cr Vs ₹217 Cr (YoY)
- EBITDA Margin At 20.56% Vs 24% (YoY)
Oct 27, 2026 7:53 AM IST
Sensex Today | Stock Market Live Updates: Jefferies on ITC Hotels
- Buy, TP Rs 220
- Delivered a sharp beat, with consol EBITDA up 37% YoY (12% beat); ex-Sri Lanka residences, hotel Rev/EBITDA grew 17%/28% YoY with margins up 270bps.
- RevPAR rose 21%, mirroring strong sector trends, while mgmt fees grew 25% YoY.
- ITCH completed the Welcomhotel Ahmedabad conversion, added a Lucknow land parcel, & targets 10% key CAGR over FY26-31 (+3-4% CAGR owned keys)
- Raise EBITDA by 3-5% (14% EBITDA CAGR over FY26-FY29e).
Oct 27, 2026 7:53 AM IST
Sensex Today | Stock Market Live Updates: Kfin Q2
- Revenue (GU) 12.5% At ₹402 Cr Vs ₹356.5 Cr (QoQ)
- Net Profit (GU) 33.4% At ₹100.3 Cr Vs ₹75.2 Cr (QoQ)
- EBITDA (GU) 32.0% At ₹161 Cr Vs ₹122 Cr (QoQ)
- EBITDA Margin At 40.05% Vs 34.2% (QoQ)
Oct 27, 2026 7:52 AM IST
Sensex Today | Stock Market Live Updates: Sigma Advanced Systems In Focus
Sigma Advanced Systems Bags ₹973 Cr Order For 155mm Artillery Ammunition Base Bleed Units
Oct 27, 2026 7:52 AM IST
Sensex Today | Stock Market Live Updates: Highway Infrastructure Order Win
Highway Infrastructure Bags LoA Worth ₹91.78 Cr From NHAI For Baiti Kala Fee Plaza In Uttar Pradesh
Oct 27, 2026 7:51 AM IST
Sensex Today | Stock Market Live Updates: JPMorgan on Sona BLW
- UW, TP Rs 600
- 2QFY27 a beat vs expectations.
- Revenue of Rs 15.5bn (+35% YoY) was 7% above JPMe, while EBITDA of Rs 3.6bn (+23% YoY) was +5% vs JPMe
- EV revenues grew 129% YoY due to a combination of:
- 1) normalisation of differential assembly revenues in North America,
- 2) traction motor growth in Indian 2W/3W EVs, and
- 3) suspension motors ramp-up in China
- Raising FY27-29 revenue and EBITDA forecast by 9-13% and 5-10%, respectively
- This should drive an EPS CAGR (FY26-29) of 23%, but stock is already trading at 47xFY28 P/E
Oct 27, 2026 7:51 AM IST
Sensex Today | Stock Market Live Updates: One 97 (Paytm) Q2
- Revenue (GU) 28.5% At ₹2,648 Cr Vs ₹2,061 Cr (YoY)
- Net Profit At ₹226 Cr Vs ₹21 Cr (YoY)
- EBITDA (GU) 91.5% At ₹270 Cr Vs ₹141 Cr (YoY)
- EBITDA Margin At 10.2% Vs 6.8% (YoY)
- Co To Invest Up To ₹500 Crore Each In Paytm Cloud Technologies And Paytm Singapore
Oct 27, 2026 7:50 AM IST
Sensex Today | Stock Market Live Updates: Kotak Inst Eqt on Sona BLW
- Sell, TP Rs 700
- 2QFY27 EBITDA came in 9.5% above estimates due to a better-than-expected revenue print
- Expect revenue growth to accelerate, owing to
- (1) recovery in differential assembly business,
- (2) strong momentum in traction motors and railway segments
- (3) incremental opportunity in differential gears.
- Beyond current products, expect Physical AI & BEV traction motor opportunity to drive medium-term growth prospects
- Valuation remains expensive, which drives SELL
Oct 27, 2026 7:48 AM IST
Sensex Today | Stock Market Live Updates: CITI on Sona BLW
- Buy, TP Raised to Rs 960
- Strong beat in 2QFY27 results, driven by a robust revenue growth.
- Suspension motors, traction motors and differential assemblies segments saw strong trends.
- Demand outlook remains positive, with tailwinds for global EVs as well as domestic E2W sectors .
- New products are likely to result in Sona’s growth being higher than underlying industry’s.
- Orderbook trends improved with (Rs251bn now vs Rs240bn as of 1QFY27 end).
- That said, margins are likely to remain under pressure, given 1) severe material cost inflation, 2) increase in freight rates, & 3) mix shift towards 2W traction motors (low margin).
Oct 27, 2026 7:47 AM IST
Sensex Today | Stock Market Live Updates: Bernstein on Sona BLW
- OW, TP Rs 850
- Q2 Revenue growth (+35% YoY) reflects several levers coming through together: traction motors gaining share, strong recovery in differential assemblies, & suspension motors scaling in China
- Business enters H2 with a broader base of growth & further programs to ramp
- While declining percentage margins will understandably attract attention, don’t think earnings case require a return to historical peaks while revenue opportunity continues to expand
- Management has, however, retained its 23-25% EBITDA margin framework
Oct 27, 2026 7:45 AM IST
Sensex Today | Stock Market Live Updates: CITI on One 97 Comm
- Buy, TP Rs 1940
- 2Q EBITDA/EBIT was +4%/+1% vs Citi at Rs2.7bn/Rs1.2bn.
- Net payment margins rose 0.5bps QoQ to 9bps (CitiE: +0.3bps QoQ).
- Financial services revenue growth accelerated to 49% YoY (45% YoY in 1Q; CitiE: 44% YoY).
- Management guided to +2.5bps net payment margin impact from UPI-MDR (Rs9bn in FY28E – along expected lines) & expects DLG mix in merchant-lending business to rise in near term (negative impact on near-term CM margins).
- Paytm is seeing growth acceleration in financial services and improvement in net payment margins even ex-UPI
- It is also upping investments in tech (AI), marketing and distribution (MTU acquisition, on-ground sales-fleet).
Oct 27, 2026 7:43 AM IST
Sensex Today | Stock Market Live Updates: Goldman Sachs on One 97 Comm
- Buy, TO Rs 2010
- 2Q had a number of positives:
- (i) Revenue growth was strong at 28% YoY (33% LFL) and should accelerate further as MDR revenue starts flowing in from later this FY;
- (ii) EBITDA was a 10% beat vs GSe, with margins continuing to expand;
- (iii) Paytm has now quantified its expectation from UPI MDR (+2.5 bps payment processing margin), and per our calculation this should translate into Rs8-9 bn in EBITDA in FY28, largely in line with our estimate though it should help the market build more confidence on incremental EBITDA opportunity;
- (iv) Financial Services growth further accelerated and Paytm is seeing improving trends in personal loans, and expects meaningful revenue/EBITDA from postpaid from FY28;
- (v) Paytm’s market share in payments saw another quarter of improvement, with one of the highest MTU adds in recent periods.
- The one negative in print was higher than expected capex (device related), which translates into higher D&A; costs & thus leads to some cuts in EPS.
Oct 27, 2026 7:43 AM IST
Sensex Today | Stock Market Live Updates: Tata Motors-Iveco Deal
Tata Motors-Iveco Deal | Tata Motors’ Takeover Bid For Iveco Clears 80% Acceptance Threshold
Oct 27, 2026 7:41 AM IST
Sensex Today | Stock Market Live Updates: Morgan Stanley on One 97 Comm
- EW. TP Rs 1450
- Key Takeaways
- (+) Clean operating beat: Revenue up 28% YoY (beat estimate by 5%/; EBITDA Rs2.7bn (+91% YoY) – in line with MSe
- (+) Financial services revenue growth rose to 49% YoY (+5% vs estimate), led by merchant (50%+ of loans to repeat borrowers), postpaid & personal
- loans.
- (+) Expects a 2.5bps lift in payment processing margin from MDR on select UPI P2M transactions (implies Rs9.7bn on F28 GMV estimate).
- (=) Per management, DLG costs to rise from 3QF27 as largest lender resumes DLG; CM to dip near term, but management expects EBITDA to improve in
- 3QF27.
- (-) Payment GMV was flat qoq and YoY growth moderated to 25% – industry growth itself moderated as festive season shifted to 3QF27
Oct 27, 2026 7:39 AM IST
Sensex Today | Stock Market Live Updates: Bernstein on One 97 Comm
- O-P, TP Rs 2200
- Delivered strong revenue growth in 2Q27, led by financial services (+49% YoY, +12% QoQ) & marketing services (+26% YoY, +20% QoQ).
- Net payment revenue also grew a healthy 7% QoQ, though YoY growth was more modest at +8% due to PIDF revenue in last
- year’s base.
- Revenue growth was stronger than expected, but costs were also higher, with indirect costs up 14% YoY (+5% QoQ).
- Despite this, EBITDA increased 90% YoY (+33% QoQ), with EBITDA margin expanding to 10%.
Oct 27, 2026 7:38 AM IST
Sensex Today | Stock Market Live Updates: Bernstein on Mankind Pharma
- UW TP Rs 2057
- While Q2 is historically stronger for Mankind, believe Q2FY27 provided limited incremental evidence to justify its premium valuation.
- Excluding better-than-expected operating leverage, headline numbers were largely in line with esti
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