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

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

Q2 AI REV CHECK - LTM LEADS

LTM : 13.4% OF QUARTERLY REV

TCS : 10.3% OF ANNUALIZED REV

HCLT : 5.9% OF QUARTERLY REV

📊 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

🏦 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%

🏦 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

AXIS BANK FALLS 4 % AFTER Q2 RESULTS

PROFIT BOOKINGS IN IT STOCKS AFTER DREAM RUN IN LAST WEEEK

Crazy movement in Nifty 🔥

Nifty recovered 180 points from low's

NIFTY AT DAY'S HIGH 🚀

RELIANCE RECOVERED 1% FROM LOWS