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  1. Stocks to watch, Oct 7: Rate-sensitive stocks, Titan Co, Blue Dart, Utkarsh SFB, GCPL, Mphasis, HCLTech

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Stocks to watch, Oct 7: Rate-sensitive stocks, Titan Co, Blue Dart, Utkarsh SFB, GCPL, Mphasis, HCLTech

Swati Verma

9 min read | Updated on October 07, 2026, 08:45 IST

SUMMARY

Rate-sensitive stocks are likely to remain in focus ahead of the RBI’s monetary policy decision, with the central bank widely expected to raise the repo rate by 25 basis points to 5.50% — the first hike since February 2023.

Shares in focus, Oct 7, 2026

GIFT NIFTY futures suggest that the NIFTY50 index will open 123 points lower. Image: Shutterstock

The domestic stock market is expected to open gap-down on Wednesday, October 7. GIFT NIFTY futures suggest that the NIFTY50 index will open 123 points lower.

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Here is a list of stocks that may remain in focus today.
Titan Company: Shares will be in focus as the leading jewellery and watchmaker reported 25% year-on-year growth in its consumer businesses for the second quarter of fiscal 2027 (Q2 FY27), adding 78 stores on a net basis during the quarter.

Titan's combined retail network stood at 3,758 stores as of September 2026. Domestic businesses grew 22% year-on-year, while international business grew 97%.

Rate-sensitive stocks: Rate-sensitive stocks are likely to remain in focus ahead of the RBI’s monetary policy decision, with the central bank widely expected to raise the repo rate by 25 basis points to 5.50% — the first hike since February 2023.

Real estate, auto, consumer durables and NBFC stocks could see heightened activity as higher borrowing costs can affect loan demand and financing costs.

Within financials, the impact is likely to vary depending on banks’ funding profiles, loan mix, and ability to reprice loans, while the RBI’s commentary on the future rate path and liquidity management will also be closely watched by investors.

Utkarsh Small Finance Bank (SFB): The bank posted a 54.9% year-on-year (YoY) surge in its total disbursements to ₹3,525 crore during Q2 FY27, compared with ₹2,275 crore in the September quarter of the 2025-26 fiscal year (Q2 FY26), according to a regulatory filing.

On a sequential basis, the SFB saw its total disbursements rise 4.6% quarter-on-quarter (QoQ) from ₹3,370 crore in the preceding quarter.

It recorded a gross loan portfolio of ₹20,063 crore in Q2 FY27, as against ₹18,655 crore in the same period last year. It advanced 2.3% QoQ from ₹19,610 crore in the first quarter of FY27 (Q1 FY27).
Godrej Consumer Products (GCPL): The FMCG firm on Tuesday, October 6, said its Indonesia arm has expanded in the region and opened the first phase of its new manufacturing facility in the Kendal Special Economic Zone.

The facility is part of an approximately ₹250 crore (IDR 500 billion) investment in Kendal to strengthen the company’s manufacturing footprint in the country.

The first phase has been developed across 2.5 hectares of Godrej Consumer Products Indonesia’s (GCPI) 5.5-hectare site in Kendal and is dedicated to household insecticides, strengthening the company’s manufacturing capabilities to serve the Indonesian market and support exports.

HCLTech: Shares of information technology (IT) services major HCL Technologies are expected to be on investors' radar on Wednesday, October 7, as HCL Group announced the expansion of HCL IT City in Lucknow with a planned outlay of ₹500 crore.

According to a regulatory filing dated October 6, the proposed expansion will create fresh capacity of up to 9.5 lakh sqft that will be able to house 4,500 technology professionals.

The company, marking the 10th anniversary of its operations on October 6, also launched the HCL-GUVI Emerging Technology Centre at HCL IT City to equip students and professionals in the region with skills in artificial intelligence (AI), data analytics and emerging technologies.
Mphasis: IT services and consulting firm Mphasis shares are set to be in focus of investors on Wednesday, October 7, after the company signed a £35.4 million deal with Social Security Scotland to manage and maintain its benefits management platform.

As per the latest exchange filing, Mphasis announced that the company is extending its collaboration with Social Security Scotland to help maintain reliable access to vital benefits services in exchange for approximately £35.4 million.

NBCC: State-owned company NBCC on Tuesday said it has floated tenders worth ₹

9,620 crore for construction of 16 stalled real estate projects of Supertech Ltd.

Thousands of homebuyers have been stuck in these projects for many years, causing huge distress and financial burden.

NBCC's decision to float tenders to revive the projects would bring some relief and revive hope among customers.

The 16 projects, spread across Uttar Pradesh, Haryana, Uttarakhand and Karnataka, comprise nearly 50,000 stalled housing units, the company said in a statement.

"NBCC (India) Limited has taken a major step towards the revival of 16 stalled residential projects of Supertech Limited by floating 25 tenders aggregating ₹9,620.33 crore for construction and related works across the project portfolio," it added.

Indian Hotels Company (IHCL): The company on Tuesday announced the signing of a 122-key brown-field Gateway hotel in Alwar, Rajasthan.

"With its rich cultural heritage and proximity to NCR, Alwar is emerging as an ideal getaway for travellers seeking nature, wildlife and heritage experiences.

“This signing aligns with our strategy of pioneering new destinations, and we are delighted to partner with Lords India Entertainment Pvt Ltd for this project,” IHCL Executive Vice President, Real Estate and Development Suma Venkatesh said in a statement.

With the addition of this hotel, IHCL will have 74 hotels in Rajasthan, including 32 under development.

NTPC: State-run power giant NTPC is looking to procure 10-15 million tonnes of coal from privately owned commercial coal mines to meet its requirement for dry fuel in FY27.

The move is aimed at increasing the availability of coal for electricity generation amid a critical coal stock position, a source said.

"The company would be sourcing 10-15 million tonnes of coal from commercial miners this (fiscal) year. It has spoken to NLC as well," the source said, noting that NTPC plants are running at a PLF of 75-76%.

The shipment will come from commercial mines located in states such as Odisha and West Bengal, the source said.

Plant load factor (PLF) indicates how efficiently a thermal power plant is using its overall capacity.

Blue Dart: NCRTC and Blue Dart Express Limited on Tuesday signed an agreement to explore the movement of express parcels through the Delhi-Meerut Namo Bharat corridor, with an aim to reduce delivery vehicles on roads and support cleaner freight movement in the national capital region.

Under the proposed model, the two organisations will study operational requirements, expected parcel volumes, station facilities and other aspects to assess the feasibility of transporting e-commerce consignments and other urban cargo through Namo Bharat services.

The initiative aims to develop a sustainable logistics solution by using the existing Namo Bharat infrastructure for freight movement and complementing Blue Dart's pickup and delivery network across the NCR, the corporation said in a statement.

Asset Reconstruction Company: The recently listed company released its Q1 FY27 earnings on Tuesday. Its total income increased 115% YoY to ₹276.1 crore, while PAT increased 107% YoY to ₹143.1 crore. PAT margin remained healthy at approximately 52% of total income.
Kanohar Electricals: The recently listed company released its Q1 FY27 earnings on Tuesday. Its revenue grew 103.5% YoY to ₹137 crore, while EBITDA jumped 152.2% YoY to ₹39 crore. PAT came in at ₹27 crore, up 140% YoY. "For FY27, we are targeting revenues of ₹950 crore with a similar EBITDA margin profile as FY26," the management said.
Mahindra Lifespace Developers: Realty firm Mahindra Lifespace Developers Ltd on Tuesday said it will develop a new housing project in Pune with an estimated revenue of ₹3,500 crore.

Mahindra Lifespace is the real estate arm of the Mahindra Group.

In a statement, Mahindra Lifespace, one of the leading real estate developers in the country, said it has launched a 13.46-acre housing project, 'Mahindra Rivenza' in Mahalunge, Pune, with an overall revenue potential of ₹3,500 crore. The first phase will have 1,236 units.

JSW Cement: The cement company on Tuesday announced the successful commissioning of an additional 1.00 MTPA cement grinding unit at Nagaur, Rajasthan. The commissioning marks another significant milestone in the Company’s growth strategy.

With this commissioning, JSW Cement’s total cement grinding capacity has increased to 25.10 MTPA, while its total clinker manufacturing capacity, including clinker capacity at its joint venture, JSW Cement FZC, stands at 9.74 MTPA.

PTC Industries: The company has opened a qualified institutional placement (QIP) to raise up to ₹1,800 crore from qualified institutional buyers.

It has fixed the floor price at ₹22,150 per equity share, based on the pricing formula prescribed under SEBI’s ICDR Regulations.

PTC Industries may offer a discount of up to 5% on the floor price, while the final issue price will be determined in consultation with the book-running lead managers. The fundraise is expected to support the company’s growth and expansion plans.

Endurance Technologies: The company has acquired 100% of Italy-based Fondalpress SpA through its wholly owned subsidiary Endurance Overseas SpA, for a cash consideration of €12.34 million. Fondalpress manufactures die-cast and machined aluminium components for the automotive industry.
Interglobe Aviation (IndiGo): The airline shares will be in focus after the government deferred the planned shift of a portion of airline operations from Mumbai’s Chhatrapati Shivaji Maharaj International Airport to Navi Mumbai International Airport.

The Civil Aviation Ministry has asked the airport operator to hold the transition plan and allow airlines more time to negotiate commercial and operational terms.

IndiGo, along with other carriers, had raised concerns over the higher User Development Fee at Navi Mumbai airport, passenger inconvenience and the short preparation window. The deferment could give IndiGo more time to work out the terms of the transition and avoid a rushed shift of operations.

Gabriel India: Gabriel India will be in focus after it entered into a joint venture agreement with Faurecia Automotive Seating India (FASI), part of FORVIA, to develop, manufacture, assemble and sell passenger vehicle seats and related components in India. Gabriel India will hold 50% minus one share, while FASI will hold 50% plus one share, giving the latter control of the JV.
With inputs from PTI
Disclaimer: This article is purely for informational purposes and should not be considered investment advice from Upstox. Please consult with a financial advisor before making any investment decisions.

About The Author

Swati Verma
Swati Verma is a business journalist with 12 years of experience. She writes on equities, corporate earnings, sectoral trends, and industry outlook, among others. At Upstox, she leads financial markets coverage.

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