Stocks to watch, October 5: IT stocks, HDFC Bank, SAIL, NMDC, Avenue Supermarts, RIL, financial stocks, DLF

The domestic stock market is expected to open higher on Monday, October 5. The GIFT NIFTY futures suggest that the NIFTY50 index will open 99 points higher.

The guidance could provide cues for Indian IT majors, including TCS, Infosys, HCLTech, Wipro and Tech Mahindra, ahead of their September-quarter earnings.

Jio Platforms Managing Director and Reliance Jio Chairman Akash Ambani and Reliance Retail Ventures Limited Executive Director Isha Ambani led the overseas roadshows.

"Jio Platforms has completed the first leg of the IPO after roadshows with potential investors globally. The roadshows were held in the US, UK, Dubai, Singapore and Hong Kong. Now, the company has started preparations for filing a red herring prospectus," a source aware of the development told PTI.

In a statement to the stock exchanges on Sunday, the company said, "Ola Electric promoter Bhavish Aggarwal has pledged a 4.32% stake in the company to participate in the rights issue approved by the Board, as disclosed in the Draft Letter of Offer filed on September 28, 2026.

This pledge is solely to fund his subscription to the issue, and there are no other pledges to his securities currently; no shares are being sold. The promoter will invest alongside all other shareholders on the same terms."

As shown in filings made to the exchanges by the promoter under SAST regulations, 20 crore shares held by Aggarwal are being pledged against non-convertible debentures issued by Krutrim Data Centre Private Limited, in favour of CTL Trusteeship Limited.

The medication is indicated for treating partial-onset seizures with or without secondarily generalised seizures in epilepsy patients aged four years and older, and as adjunctive therapy for primary generalised tonic-clonic seizures in patients aged 12 years and older, the company said in a regulatory filing on Saturday.

The approved drug is bioequivalent and therapeutically equivalent to Catalyst Pharmaceuticals, Inc's reference listed drug Fycompa Tablets, it added.

The product will be manufactured at Unit-IV of APL Healthcare, a wholly-owned subsidiary of the company, and is scheduled to launch in Q3 FY27.

Speaking at the launch of the state's investment promotion body "Invest Maharashtra", Pranav Adani, Director of Adani Enterprises, said the group's investment blueprint was developed through commitments made at the World Economic Forum in Davos and through partnerships with the Maharashtra government.

"At the World Economic Forum in Davos and through state partnerships, the Adani Group has committed to an investment blueprint exceeding ₹6 lakh crore across critical and upcoming sectors like energy, aviation and aero-districts, urban regeneration, data centres and coal gasification. Projects worth ₹2.6 lakh crore are already completed or under execution," Adani said.

NSV growth is expected to be 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.

In a regulatory filing, DLF, the country's largest real estate firm, announced a "complete sell-out" of its newly launched project 'The Aureva' meant for senior citizens.

The project, spread across 4.17 acres, is located at Sector 63, Gurugram.

"The project has achieved sales of about ₹1,985 crore, underscoring strong demand for thoughtfully curated luxury retirement living communities that seamlessly integrate luxury, wellbeing, convenience, healthcare access, and meaningful community engagement," DLF said.

The average price realisation is ₹11.5 crore per apartment. The units were sold at ₹28,000 per sq ft.

Steel Authority of India Ltd (SAIL) is India's largest public sector steel-making entity, and NMDC is the country's leading iron ore player.

On a query on whether steel PSUs, especially SAIL and NMDC, have been asked to look for mining assets abroad, the senior ministry official replied in the affirmative.

The move will help secure future requirements and reduce cost, the official said without sharing further details.

Iron ore and coking coal are two basic raw materials needed to produce steel, besides limestone and pulverised coal injection (PCI Coal), among others.

The company's power sales stood at 4,433 MU in the second quarter of the previous fiscal.

The company recorded 10,817 million units of power sales in the first half of the current fiscal, registering a 32% YoY growth, as stronger plant performance and improved availability across its portfolio drove robust momentum, Vedanta Power said in a statement.

The growth was driven by a sharp increase in generation at Meenakshi Energy and a turnaround at Jharsuguda Thermal Plant.

At Meenakshi Energy, power sales increased 111% YoY to 1,470 million units in Q2, taking the overall sales in the first half of the fiscal year to 2,820 million units, up 160% YoY.

However, responding to the development, Nestlé India said it complies with all applicable regulatory requirements and its low-fat dairy whitener is safe to consume.

In a post on social media, the food regulator said a sample was collected from the premises of Bharat Hotels Ltd (The Lalit), Connaught Place, New Delhi.

According to the FSSAI, the report of the food analyst's laboratory declared the product "substandard" and "unsafe", indicating non-compliance under the Food Safety and Standards (FSS) Act, 2006.

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.

The total number of stores of the Damani-family-promoted retail chain stood at 518 as of September 30. This also includes its Sanpada, Navi Mumbai, Maharashtra store, which is currently closed to customers due to reconstruction.

On a quarter-on-quarter basis, D-Mart's revenue climbed 4.7%. Its revenue was ₹18,343.49 in the June quarter.

He also said that the company is also looking to induct 30 vessels and other 51-container vessels in the fleet.

On a standalone basis, SCI reported a PAT of ₹1,352.92 crore for FY26 on a standalone operating revenue of ₹5,778.1 crore, according to its 205-26 financial report.

"Last year, the profit margin after tax was ₹1,326 crore. This year, in the first quarter, they have already exceeded ₹600 crore in PAT. That way, in this particular financial year it is going to post more than ₹2,000 crore in PAT," Sonowal, who is the Minister for Ports, Shipping and Waterways, told reporters at the sidelines of SCI's 65th Foundation Day celebration event.

Currently, SCI has 58 vessels in the fleet, the minister said, and added that "we want to increase it further."

"The investment by ALBL (Arvind Lifestyle Brands Ltd) comprises subscription to 1,82,21,574 equity shares of AYBPL (Arvind Youth Brands Pvt Ltd) of face value Rs 10 each at an issue price of ₹27.44 per equity share," according to a regulatory filing by the company.

With the infusion, ALBL's stake in AYBPL will rise to 65.91% from 60.40%.

Arvind Fashions, which directly holds the remaining equity, will see its direct shareholding fall to 34.09% from 39.60%, it said.

The company said the combined group holding in AYBPL remains at 100% and there will be no change in overall group control.