Stocks to watch, Nov 2: Jio Platforms, RIL, ITC, Marico, NALCO, auto stocks, Coal India, Godrej Properties, Power Grid

The domestic stock market is expected to open with a gap-up on Monday, November 2. The GIFT NIFTY futures suggest that the NIFTY50 index will open 157 points higher.

Here is a list of stocks that may remain in focus today.

Buoyed by robust festive demand, domestic passenger vehicle (PV) dispatches crossed the record 5-lakh mark in October, with leading automakers such as Maruti Suzuki, Hyundai and M&M reporting their highest-ever monthly sales.

Domestic passenger vehicle wholesales in October are estimated at 5.25-5.3 lakh units, compared with 4.6 lakh units in October 2025. This translates to year-on-year growth of around 13%-15%, despite a high base a year ago.

"My take is, the industry should be between 5.25-5.3 lakh units," said Partho Banerjee, senior executive officer at Maruti Suzuki.

Profit after tax (PAT), including share of associates and joint ventures, in the same period last year was ₹22,092 crore. Net profit attributable to owners of the company was up 40% to ₹25,548 crore.

Consolidated revenue rose 27.8% to ₹362,268 crore, and EBITDA climbed 23.9% to a record ₹62,409 crore.

The latest profit also surpassed the previous quarter's ₹23,196 crore, making it a record for the country's largest listed company by market capitalisation.

The digital and telecom company's consolidated revenue from operations rose 11.4% to ₹40,475 crore during the quarter under review, according to a regulatory filing.

Commenting on the results, he said the reported quarter's results continue to reflect the strength of the company's 5G network and the growing reach of broadband and digital services.

The consolidated net profit of the company was ₹3,566.08 crore in the quarter ended on September 30, 2025, an exchange filing showed.

Total income rose to ₹12,055.11 crore in the quarter from ₹11,670.24 crore in the same period year ago.

The company's board also approved payment of first interim dividend of ₹3 per equity share of ₹10 each (@30 per cent of the paid-up equity share capital) for the financial year 2026-27.

The record date for the purpose of payment of dividend shall be Friday, November 6, 2026, and the first interim dividend will be paid to the members on Monday, November 30, 2026.

Domestic sales rose 16.6% to 7,05,084 units, while exports declined 5.4% to 29,319 units.

Motorcycle dispatches rose 10.3% YoY to 6,29,800 units, and scooter sales surged 60% to 1,04,603 units.

The automaker dispatched 1.24 lakh motorcycles in the same period last year.

Motorcycles with engine capacity up to 350cc and EVs grew 5% on year to 1.17 lakh units, while motorcycles with engine capacity exceeding 350cc rose 18% to 16,626 units.

Eicher Motors-owned two-wheeler maker's domestic sales recorded 4% on-year growth to 1.22 lakh units while exports were higher by 47% to 11,915 units.

Domestic sales increased 13% last month to 39,784 units, from 35,108 units in October 2025, the company said in a statement.

International business volumes were at 7,868 units in October, registering a 225% growth from 2,422 units during the same month last year.

The Chennai-based automaker's wholesale sales in the month came in at 7,00,134 units, against 5,43,557 units in the year-ago period, the company said in a release.

Total two-wheeler sales grew 28% to 6,70,679 units during October from 5,25,150 units, while three-wheeler sales surged 60% to 29,455 units from 18,407 units.

The company noted that domestic two-wheeler sales rose 22% to 5,14,764 units while international two-wheeler business registered a 51% increase with sales of 1,55,915 units, compared with 1,03,519 units in the year-ago period.

While there have been some successes amid the changes brought about by the artificial intelligence-led disruption, companies like LTM and LTTS, which are mid-sized players in their respective industries, need to accelerate their growth, R Shankar Raman, the president and whole-time director for finance, told reporters a few days ago.

"Services has to pick up pace; we are growing at about 10-11% on a year-on-year basis. For a mid-sized firm, that rate needs to go up," Raman said.

There is a need to accelerate the growth to over 15% per annum for both LTM and LTTS (L&T Technology Services), which are engaged in IT services and engineering services, respectively, he said, adding that "our focus is also now to see how we can scale up the services business".

The company will continue to focus predominantly on retail housing finance even as it accelerates its corporate loan book.

"We expect the corporate loan book to reach around ₹3,000 crore by the end of this financial year," Ajai Kumar Shukla, Managing Director and Chief Executive Officer of PNB Housing Finance, told PTI in an interview.

Its corporate loan book more than doubled to ₹689 crore in the year to September 30, 2026.

The corporate loan portfolio accounts for around 3% of the company's overall loan book, which stands at approximately ₹95,000 crore.

The company's sales bookings or pre-sales get recognised as revenue only when projects get completed as per accounting standards.

Pirojsha mentioned that many projects, which are completely sold out, would be delivered over the next 18 months and become eligible for revenue recognition.

The state-owned miner had produced 56.4 MT in the same month last year, according to provisional data filed with the stock exchanges.

Offtake in October stood at 70.3 MT, up 18.7 per cent from 59.2 MT a year ago.

For the April-October period of 2026-27, CIL's production inched up 0.7% to 388.2 MT from 385.5 MT in the year-ago period. Offtake during the seven months grew 9.2% to 454.6 MT from 416.2 MT.

Among the subsidiaries, Mahanadi Coalfields Ltd (MCL) recorded the highest production in October at 20.8 MT, up 25.3%. South Eastern Coalfields Ltd (SECL) produced 14.3 MT, a rise of 17.4%.

Last year, the Mumbai-based firm entered into a joint development agreement with MRG Group for two projects in Gurugram, one commercial and one residential.

The combined profit of Indian Oil Corporation (IOC), Bharat Petroleum Corporation Ltd (BPCL) and Hindustan Petroleum Corporation Ltd (HPCL) is 68.3 per cent more than their earnings in the same period last year and a swing from a combined loss of about ₹18,150 crore in the previous April-June quarter, according to company filings.

The July-September quarter alone equals about 39% of the three companies' combined FY26 (April 2025 to March 2026 financial year) profit of ₹77,281 crore.

The boost in earnings came despite petrol and diesel prices remaining on freeze since May and unchanged domestic LPG rates since March, despite a surge in benchmark prices and input crude oil rates.

The company is targeting to secure a place among the top five brands in the medium term, he added.

Bosch Home Comfort Group, part of German engineering major Bosch GmbH, is accelerating its India expansion strategy through a dual-brand approach. It acquired the global residential and light-commercial air-conditioning business of Johnson Controls and Hitachi in August 2025.

The bank has launched 'IND Green Charge', a financing scheme for public, captive and fleet charging stations under both standalone and franchise models.

The bank will offer loans of up to ₹10 crore for a maximum tenure of 8 years, Indian Bank MD and CEO Binod Kumar told PTI.

"We have set lending targets of ₹100 crore for the remaining five months of the ongoing financial year and ₹250 crore for the coming financial year under this scheme," he said.

It had clocked ₹88.5 crore profit after tax (PAT) a year ago, the company said in a statement.

During the quarter, revenue increased by 17% to ₹2,046.7 crore from ₹1,755 crore a year ago.

EBITDA rose 4% to ₹223 crore in Q2 FY27 from ₹214.4 crore in the year-ago quarter.

Kirloskar Ferrous Industries is one of India's largest castings and pig iron manufacturers.

The company caters to various industry sectors, such as tractors, automobiles and diesel engines.

It had incurred a loss of ₹9.5 crore in the second quarter of the preceding 2025-26 financial year, the company said in a statement.

During July-September FY27, revenue rose to ₹1,405.42 crore from ₹907.53 crore in the same period a year ago. EBITDA increased to ₹256.23 crore from ₹122.54 crore.

During April-September FY27, net profit zoomed to ₹117.47 crore from ₹2.29 crore a year ago. Revenue surged to ₹2,622.09 crore from ₹1,922.79 crore.

Naresh Jalan, Managing Director, Ramkrishna Forgings said domestic demand remained healthy in Q2, supported by firm commercial vehicle production schedules, and customer activity across key export markets has been resilient.

Consolidated total income rose 22% to ₹417 crore in the second quarter of FY27, compared with ₹341 crore a year earlier. Sequentially, net profit jumped 47% from ₹118 crore in the June quarter, while total income increased 22% from ₹341 crore.

For the first half of FY27, consolidated net profit grew 20% to ₹291 crore, while total income rose 19% to ₹758 crore.

On a standalone basis, CDSL's net profit increased 28% YoY to ₹163 crore in Q2, while total income rose 24% to ₹359 crore. For the six months ended September, standalone profit grew 10% to ₹308 crore and income increased 14% to ₹685 crore.