ACTION FOR DAY
Nifty Weekly Expiry (Tuesday Trading Holiday)
UAE Foreign Minister to Visit India
China Macro Data
Lockin Expiry-Manika Plastech, Om Power Transmission, Anantam Highways Trust
Q2 Earnings-Bajaj Finance, LTTS
Q2 Earnings-UltraTech Cement, Waaree Renewable Tech
Nifty Weekly Expiry (Tuesday Trading Holiday)
UAE Foreign Minister to Visit India
China Macro Data
Lockin Expiry-Manika Plastech, Om Power Transmission, Anantam Highways Trust
Q2 Earnings-Bajaj Finance, LTTS
Q2 Earnings-UltraTech Cement, Waaree Renewable Tech
CHINA DATA WATCH
CHINA (SEP) GDP YoY ATUAL: 4.5% VS 4.3% PREVIOUS;EST 4.4%
CHINA (SEP) GDP YTD YoY ATUAL: 4.6% VS 4.7% PREVIOUS;EST 4.6%
CHINA (SEP) GDP SA QoQ ATUAL: 1.2% VS 0.9% PREVIOUS;EST 1%
CHINA (SEP) Retail Sales YoY ATUAL: 1.1% VS 0.4% PREVIOUS;EST 0.5%
CHINA (SEP) Retail Sales YTD YoY ATUAL: 1.1% VS 1.1% PREVIOUS
CHINA (SEP) Industrial Production YoY ATUAL: 5.5% VS 5.2% PREVIOUS;EST 5.5%
CHINA (SEP) Industrial Production YTD YoY ATUAL: 5.3% VS 5.3% PREVIOUS
CHINA (SEP) Surveyed Jobless Rate ATUAL: 5.2% VS 5.3% PREVIOUS;EST 5.3%
CHINA (SEP) Fixed Assets Ex Rural YTD YoY ATUAL: -7.2% VS -7.2% PREVIOUS;EST -7.3
CHINA (SEP) Property Investment YTD YoY ATUAL: -20.6% VS -19.9% PREVIOUS;EST -20%
CHINA (SEP) Residential Property Sales YTD YoY ATUAL: -13.7% VS -13.1% PREVIOUS
CHINA (SEP) GDP YoY ATUAL: 4.5% VS 4.3% PREVIOUS;EST 4.4%
CHINA (SEP) GDP YTD YoY ATUAL: 4.6% VS 4.7% PREVIOUS;EST 4.6%
CHINA (SEP) GDP SA QoQ ATUAL: 1.2% VS 0.9% PREVIOUS;EST 1%
CHINA (SEP) Retail Sales YoY ATUAL: 1.1% VS 0.4% PREVIOUS;EST 0.5%
CHINA (SEP) Retail Sales YTD YoY ATUAL: 1.1% VS 1.1% PREVIOUS
CHINA (SEP) Industrial Production YoY ATUAL: 5.5% VS 5.2% PREVIOUS;EST 5.5%
CHINA (SEP) Industrial Production YTD YoY ATUAL: 5.3% VS 5.3% PREVIOUS
CHINA (SEP) Surveyed Jobless Rate ATUAL: 5.2% VS 5.3% PREVIOUS;EST 5.3%
CHINA (SEP) Fixed Assets Ex Rural YTD YoY ATUAL: -7.2% VS -7.2% PREVIOUS;EST -7.3
CHINA (SEP) Property Investment YTD YoY ATUAL: -20.6% VS -19.9% PREVIOUS;EST -20%
CHINA (SEP) Residential Property Sales YTD YoY ATUAL: -13.7% VS -13.1% PREVIOUS
Q2 AI REV CHECK - LTM LEADS
LTM : 13.4% OF QUARTERLY REV
TCS : 10.3% OF ANNUALIZED REV
HCLT : 5.9% OF QUARTERLY REV
LTM : 13.4% OF QUARTERLY REV
TCS : 10.3% OF ANNUALIZED REV
HCLT : 5.9% OF QUARTERLY REV
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📊 TODAY’S Q2 RESULTS – OCT 19, 2026
🏢 NIFTY 50
• UltraTech Cement
• Bajaj Finance
🏦 BANKING & FINANCIALS
• Union Bank of India
• IREDA
• Piramal Finance
🏭 INDUSTRIALS, ENERGY & INFRASTRUCTURE
• Hindustan Zinc
• L&T Technology Services
• HFCL
• Waaree Renewable Technologies
• Jaiprakash Power Ventures
• GOCL Corporation
• Nelco
🏗 REAL ESTATE & CEMENT
• Sobha
• Varmora Granito
• Elevate Campuses
🚗 AUTO
• SML Mahindra
🏭 OTHER COMPANIES
• Just Dial
• Gallantt Ispat
• Bhansali Engineering Polymers
• Delta Corp
• Tatva Chintan Pharma Chem
• Mangalam Global Enterprise
• AksharChem India
• A-One Steels India
• Melstar Information Technologies
🏢 NIFTY 50
• UltraTech Cement
• Bajaj Finance
🏦 BANKING & FINANCIALS
• Union Bank of India
• IREDA
• Piramal Finance
🏭 INDUSTRIALS, ENERGY & INFRASTRUCTURE
• Hindustan Zinc
• L&T Technology Services
• HFCL
• Waaree Renewable Technologies
• Jaiprakash Power Ventures
• GOCL Corporation
• Nelco
🏗 REAL ESTATE & CEMENT
• Sobha
• Varmora Granito
• Elevate Campuses
🚗 AUTO
• SML Mahindra
🏭 OTHER COMPANIES
• Just Dial
• Gallantt Ispat
• Bhansali Engineering Polymers
• Delta Corp
• Tatva Chintan Pharma Chem
• Mangalam Global Enterprise
• AksharChem India
• A-One Steels India
• Melstar Information Technologies
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🏦 KARUR VYSYA BANK (KVB) CONCALL HIGHLIGHTS
📊 Q2 FY27 CONCALL HIGHLIGHTS
💰 BUSINESS GROWTH
▪️ Total Business: ₹2,39,712 Cr | ⬆️ 18% YoY, 5% QoQ
▪️ Advances: ₹1,11,589 Cr | ⬆️ 7% QoQ
▪️ Deposits: ₹1,28,123 Cr | ⬆️ 5% QoQ
▪️ Retail Term Deposits: ⬆️ 6% QoQ, accounting for ~73% of total term deposits
📈 PROFITABILITY
▪️ Net Profit: ₹788 Cr | ⬆️ 37% YoY, 4% QoQ
▪️ Operating Profit: ₹1,162 Cr | ⬆️ 14% YoY, 6% QoQ
▪️ Net Interest Margin (NIM): 4.26%
▪️ NIM including one-off recoveries: 4.34%
▪️ Return on Assets (RoA): 2.1%
📊 Q2 FY27 CONCALL HIGHLIGHTS
💰 BUSINESS GROWTH
▪️ Total Business: ₹2,39,712 Cr | ⬆️ 18% YoY, 5% QoQ
▪️ Advances: ₹1,11,589 Cr | ⬆️ 7% QoQ
▪️ Deposits: ₹1,28,123 Cr | ⬆️ 5% QoQ
▪️ Retail Term Deposits: ⬆️ 6% QoQ, accounting for ~73% of total term deposits
📈 PROFITABILITY
▪️ Net Profit: ₹788 Cr | ⬆️ 37% YoY, 4% QoQ
▪️ Operating Profit: ₹1,162 Cr | ⬆️ 14% YoY, 6% QoQ
▪️ Net Interest Margin (NIM): 4.26%
▪️ NIM including one-off recoveries: 4.34%
▪️ Return on Assets (RoA): 2.1%
🏦 KARUR VYSYA BANK (KVB) CONCALL HIGHLIGHTS
✅ ASSET QUALITY
▪️ Gross NPA: 0.69% | Improved by 5 bps
▪️ Net NPA: 0.18% | Improved by 1 bp
▪️ Gross Slippages: ₹123 Cr
▪️ Annualised Slippages: 0.44%
▪️ SMA 30+: 0.22%
▪️ Total Provisions: 1.65% of advances
▪️ Additional ₹25 Cr added to floating provisions during the quarter
🪙 GOLD LOAN PORTFOLIO
▪️ Jewel Loan Portfolio: ₹32,153 Cr
▪️ Share of Total Advances: 29%
▪️ Agri Gold Loan LTV: 67%
▪️ Non-Agri Gold Loan LTV: 59%
▪️ Automated digital monitoring alerts in place
✅ ASSET QUALITY
▪️ Gross NPA: 0.69% | Improved by 5 bps
▪️ Net NPA: 0.18% | Improved by 1 bp
▪️ Gross Slippages: ₹123 Cr
▪️ Annualised Slippages: 0.44%
▪️ SMA 30+: 0.22%
▪️ Total Provisions: 1.65% of advances
▪️ Additional ₹25 Cr added to floating provisions during the quarter
🪙 GOLD LOAN PORTFOLIO
▪️ Jewel Loan Portfolio: ₹32,153 Cr
▪️ Share of Total Advances: 29%
▪️ Agri Gold Loan LTV: 67%
▪️ Non-Agri Gold Loan LTV: 59%
▪️ Automated digital monitoring alerts in place