STOCKS IN FOCUS (07th Oct 2026)

STOCKS IN NEWS

• Mahindra Lifespace Developers: Mahindra Lifespace launched Mahindra Rivenza, a residential project spread across 13.46 acres in Baner Annex, Mahalunge, Pune, with an overall Gross Development Value (GDV) of approximately ₹3,500 crore.
• Rate-Sensitive Stocks: Banks, NBFCs, real estate, auto and consumption stocks will remain in focus amid the RBI’s monetary policy decision.
• Titan: Titan Company’s consumer businesses recorded around 25% YoY growth in Q2FY27. The company added 78 net stores during the quarter, taking its combined retail network to 3,758 stores.
• Godrej Consumer Products: Godrej Consumer Products Indonesia, a subsidiary of Godrej Consumer Products, inaugurated the first phase of its new manufacturing facility in the Kendal Special Economic Zone.
• HCL Technologies: HCL Group announced a ₹500 crore expansion of HCL IT City, which will create up to 9.5 lakh sq ft of additional capacity to accommodate around 4,500 technology professionals and strengthen Lucknow’s position as a technology and GCC hub.
• Mphasis: Mphasis extended its collaboration with Social Security Scotland under a contract to manage and maintain the organisation’s benefits management platform.
• Sona BLW: Sona BLW Precision Forgings terminated its agreement with Seeyel Renewables and CSE Development (India). The termination is not expected to impact the company’s operations or financial position, with no termination payment, compensation, damages or admission of default or liability.
• Zaggle Prepaid: The Board approved the incorporation of a wholly owned subsidiary, Zaggle Holding Limited, in ADGM. The proposed entity will operate in the Fintech, SaaS and AI segments and serve as a holding company for investments in group and third-party entities.
• Adani Ports and Special Economic Zone: Adani Ports incorporated wholly owned subsidiary Paradip Mahanadi Terminal Ltd for the development and operation of two dry bulk berths at Paradip Port, Odisha.
• Asian Paints: The Board of Directors will meet on October 29 to consider, among other matters, the declaration of an interim dividend, if any, for FY27.

BULK DEALS

• Shadowfax Technologies: TPG-backed Newquest Asia Fund IV (Singapore) sold 40 lakh shares, representing a 0.68% stake, for ₹114.8 crore at ₹287 per share.
• Satin Creditcare Network: Massachusetts Institute of Technology (MIT) sold 14.54 lakh shares, representing a 1.31% stake, for ₹30.31 crore at ₹208.36 per share.
• One Mobikwik Systems: Hara Global Capital Master Fund I acquired 4.31 lakh shares, representing a 0.54% stake, for ₹9.83 crore at ₹227.86 per share.
• RMC Switchgears: EOF – Direct acquired 86,750 shares, representing a 0.82% stake, for ₹1.7 crore at ₹195.93 per share.

Source: Moneycontrol, Business Standard

RBI Monetary Policy Update (Oct 2026) 

The Reserve Bank of India’s Monetary Policy Committee (MPC) has announced its key policy decisions. Here is everything you need to know :

Key Highlights

• Repo Rate: Hiked by 25 bps to 5.50%.
• Policy Stance: Shifted to “Calibrated Tightening” (Rate cuts are off the table for now).
• Standing Deposit Facility (SDF) Rate: 5.25%.
• Marginal Standing Facility (MSF) & Bank Rate: 5.75%.

Growth & Inflation Projections (FY 2026–27)

• Real GDP Growth: Projected at 7.1% (Q1 hit a robust 7.8%).
• CPI Inflation: Projected at 5.2% (Expected to peak at 6.0% in Q3).

Why the Rate Hike?

1. Global Volatility: Escalating conflict in West Asia and sharp fluctuations in crude oil prices.
2. Domestic Inflation: Spiking food prices (sugar, onion), deficient monsoon conditions, and El Niño risks.
3. Resilient Economy: Strong private consumption and investment give the RBI room to prioritize price stability.

What It Means For You

•  Loans & EMIs: Home, auto, and personal loan interest rates may rise slightly.
•  Fixed Deposits: Banks may offer marginally higher interest rates on FDs.

Corporate Actions:

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