Nykaa, Bajaj Finance, L&T among buzzing stocks as SENSEX climbs nearly 130 pts; NIFTY50 trades above 22,450

The Indian benchmark indices, SENSEX and NIFTY50, continued to trade in positive territory during the afternoon session on Monday, October 5, as global crude oil prices eased. Although the indices were off their intraday highs.

Furthermore, investors also focused on finance minister Nirmala Sitharaman’s statement on the India-US trade deal. She said that the trade deal is yet to be finalised and negotiations are still ongoing, adding that both sides have “reached a plateau beyond which giving or taking might be very, very difficult. But maybe, if there is room to operate from, both sides would do it”.

However, Sitharaman also said that a new template for bilateral investment treaties is ready and is expected to get Cabinet approval soon in a bid to make it more investor-friendly. The new template, being prepared over the last one-and-a-half years, seeks to address shortcomings in the model approved in 2016 and provide sharper protection to investors from both sides, she said.

The SENSEX soared as much as 1% to hit an intraday high of 72,631.93. Meanwhile, the NIFTY50 surged as much as 0.9% to touch the session’s peak of 22,621.80.

While the indices continued to trade in the green zone during noon deals, they were off their respective intraday highs. At 1:17 PM, the S&P BSE SENSEX advanced by 129.59 points, or 0.18%, to trade at 72,039.30. NSE’s NIFTY50 stood at 22,467.80, registering a 45.85-point, or 0.20% jump.

The NIFTY50 index was supported by gains in BSE, Tata Motors PV, Bajaj Finance, Shriram Finance, and ITC Ltd, which were among the top winners.

On the other hand, the top losers included HCL Technologies, Asian Paints, Infosys, HDFC Bank and Max Healthcare Institute.

Buzzing stocks on October 5: Check list

Shares of HDFC Bank fell as much as 2.77% to hit an intraday low of ₹701.25 per unit on the National Stock Exchange (NSE) on Monday, October 5, as Anup Bagchi is set to become the next chief executive and managing director of the lender, after the RBI cleared his appointment to lead the country’s largest private sector bank on Thursday, October 1.

Besides this, the bank has also released its business updates for Q2 FY27 (September quarter), posting average advances under management (advances grossing up for inter-bank participation certificates, bills rediscounted and securitisation/assignment) of ₹31,872 billion for the September 2026 quarter, a growth of around 14.0% over ₹ 27,946 billion for the corresponding September 2025 period.

Its period-end advances under management were approximately ₹33,075 billion as of September 30, 2026, a growth of around 15.3% over ₹28,688 billion as of September 30, 2025.

The stock of FSN E-Commerce Ventures, the parent company of Nykaa, soared by as much as 6.03% to hit an intraday high of ₹344.55 per equity share, as it witnessed continued growth momentum in Q2 FY27, with consolidated gross merchandise value (GMV) expected to be close to the thirties.

"NSV (net sales value) growth is expected to be higher in the early thirties. The business strengthened across both verticals, supported by the increasing scale of the Fashion vertical and steady growth in the Beauty vertical. With this, the consolidated net revenue growth is expected to be in the late twenties, marking yet another quarter of solid growth for Nykaa," the company said.

Nykaa’s Beauty vertical maintained its healthy performance in Q2 FY27, with NSV and net revenue growth expected to be in the late twenties.

Shares of Avenue Supermarts, which owns and operates the retail chain D-Mart, declined as much as 6.2% to touch the session’s low of ₹3,575.70 apiece, as it reported its Q2 business updates.

It posted an 18.4% rise in standalone revenue from operations to ₹19,206.18 crore for the second quarter ended September 30, 2026 (Q2 FY27).

The company had reported revenue from operations at ₹16,218.79 crore a year ago, Avenue Supermarts said in a regulatory filing on Saturday.

"Standalone Revenue from operations for the quarter ended (QE) September 30, 2026, stood at ₹19,206.18 crore," the company said in its update at the end of the quarter.

Marine Electricals India’s stock surged 9% to hit a 52-week high of ₹474.2 per equity share on Monday, October 5, as the company secured four orders worth ₹393.52 crore.

Among the four orders, one of them was from Web Werks (India) for the supply of a power distribution system. Marine Electricals, in a filing, said that the delivery of the said goods shall be made over a period of 18-24 months. The second order was received from CtrlS Datacenters for MEP GC contract works for a period of 6-8 months.

Garden Reach Shipbuilders & Engineers (GRSE) also awarded an order to Marine Electricals, which includes electrical works for a 7,500 DWT MPV. The delivery of these services is scheduled to be completed over a period of 24-28 months, the company said.

Lastly, Navayuga Engineering Company awarded an order for the supply of VTMS for the Ramayapatnam Port Project to the company. It is expected to be completed over a period of four to seven months.

Shares of Bajaj Finance surged as much as 5% to hit an intraday high of ₹995.80 per unit on the NSE on October 5, as the NBFC reported its business updates for Q2 FY27.

According to a regulatory filing dated October 3, the NBFC’s new loans booked advanced 11% year-on-year (YoY) to 13.45 million during the quarter under review, compared with 12.17 million in the September quarter of FY26.

Its assets under management (AUM) stood at approximately ₹5.85 lakh crore as of September 30, 2026, reflecting a 26.5% YoY jump from ₹4.62 lakh crore in the year-ago period.

The stock of Marico jumped as much as 4% to touch an intraday high of ₹814 per equity share on Monday, after the company said it expects consolidated revenue to grow in double digits with strong performance across core, digital and international portfolios for the quarter ended September 30, 2026.

The company said that, with a strong performance through the first half of the year, Marico is likely to surpass near-term guidance across key financial parameters.

The FMCG firm, in a regulatory filing, said the India business continued its strong momentum, delivering another robust quarter with underlying volume growth touching double digits.

Raymond Realty's share price gained 6.4% to touch an intraday high of ₹689.9 apiece on Monday, October 5, after the company said it doubled pre-sales in Q2 FY27.

The real estate firm’s Q2 FY27 pre-sales stood at ₹902 crore, up 98% YoY over the ₹455 crore recorded in Q2 FY26. Raymond Realty said that even without any new project launches this quarter, it maintained high sales momentum and steady price realisation.

For FY27, Raymond Realty said it remains on track for ~20% growth in pre-sales, ROCE of ~20%, an EBITDA margin of 17–19% and a PAT margin of 9–10%.

Suryoday Small Finance Bank (Suryoday SFB) stock climbed as much as 4.6% to hit an intraday high of ₹150.19 per equity share, as the bank posted a 34.6% YoY surge in its gross advances to ₹14,972 crore during the quarter under review, after considering a write-off of ₹591 crore. It had clocked gross advances of ₹11,124 crore in the second quarter of the 2025-26 fiscal year (Q2 FY26), according to a regulatory filing.

Its disbursements jumped 27.4% YoY to ₹3,095 crore in Q2 of FY27, as against ₹2,430 crore in the same period of the preceding fiscal year.

The bank saw its asset quality improve, as its gross non-performing assets (GNPA) contracted by 360 basis points (bps) quarter-on-quarter (QoQ) to 2.9% during the reporting period, compared with 6.5% in the first quarter of FY27 (Q1 FY27).

V2 Retail shares tumbled as much as 19.4% to reach a fresh 52-week low of ₹162.33 per unit after the company’s Q2 FY27 business update raised concerns over the pace of growth.

While revenue rose 28.4% year-on-year to ₹905 crore, same-store sales growth was just 0.5%, pointing to muted growth in sales from existing stores.

V2 Retail said same-store sales growth (SSSG) stood at 0.5% on a festival-normalised basis in Q2 FY27. This comparison matches each day of the quarter with the corresponding day of last year’s festival calendar, thereby adjusting for the shift in the timing of festivals.

Shares of the multi-industry conglomerate Larsen & Toubro (L&T) rose as much as 1.41% to touch the session’s peak of ₹3,745.50 apiece on Monday, as the company announced securing multiple orders for its Power Transmission & Distribution business.

At the consolidated level, these orders form a mega-order win for the company worth ₹10,000-₹15,000 crore.

The stock of cables and interconnection solutions provider Orient Cables (India) Ltd debuted at ₹450 per share on the NSE, reflecting a premium of 65.44% over the issue price of ₹272.

The stock was listed at ₹448.10 on the BSE, up 64.74% from the issue price.

The IPO was subscribed 92.27 times, with bids for 1,38,18,98,705 shares against 1,49,76,743 shares on offer. The non-institutional investors' portion fetched 115.63 times subscription, while the qualified institutional buyers (QIBs) quota was booked 182.76 times. The retail investors' category was subscribed 30.55 times.

Shares of SoftBank-backed digital commerce ecosystem AceVector were listed at ₹28.32, a 11.50% discount from the issue price of ₹32 on the NSE.

On the BSE, the shares debuted at ₹28.30 per share, a 11.56% discount. The issue was subscribed 4.93 times.

Shares of real estate developer Runwal Enterprises Ltd listed at par with the IPO issue price of ₹305 apiece on the NSE.

The stock made its debut at ₹306, up 0.33% from the issue price on the BSE. The initial share sale received 2.50 times subscription. The quota for QIBs fetched 3.89 times the subscription, while the category for retail investors was subscribed 1.12 times. The portion for NIIs was booked 3.94 times.

Shares of German Green Steel were listed at ₹142, a premium of 2.16% over the IPO issue price of ₹139 per share. On the BSE, the scrip started trading at ₹143.50 per share, up 3.24% from the issue price.

The initial public offering was subscribed 28.98 times, as it got bids for 46,54,94,191 shares compared to 1,60,62,879 shares on offer, as per the NSE data.