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Q2 earnings, starting October 9, are expected to show modest 6% YoY growth for Nifty companies. Motilal Oswal highlights three investment themes—financials vs IT divergence, consumption revival, and new-age sectors—and recommends top large- and mid-cap stocks in autos, healthcare, BFSI, and technology for potential gains.
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Shares of Yes Bank rose over the past week, supported by strong quarterly loan growth, improved CASA ratios, and investor interest after a strategic stake sale to Sumitomo Mitsui Banking Corporation. Provisional Q2 updates show robust growth in advances and deposits, while technical indicators point to a sustained bullish trend.
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Kotak Mahindra Bank shares: The stock rose after strong provisional Q2 FY26 results. The bank reported a 14.4% YoY rise in average total deposits to Rs 5,10,138 crore and a sequential increase of 3.7% from the June quarter. Total deposits at quarter-end stood at Rs 5,28,776 crore, up 14.6% YoY, reflecting robust operational strength and continued customer trust.
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ETMarkets has compiled seven technical and fundamental picks for potential upside of up to 41%.
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Hospital stocks surged up to 5% on Monday, October 6, after the government revised rates under the Central Government Health Services (CGHS) Scheme for nearly 2,000 medical procedures, effective October 13. This marks the first major update in over a decade, addressing complaints from empanelled hospitals that outdated rates previously discouraged them from offering cashless treatments.
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