Stocks to Watch Today, October 6, 2025: Key Market Movers from Market Watch HDFC Bank-Infosys-IndusInd
As a new trading week begins, investors are gearing up for a cautious yet eventful Monday. Despite strong cues from global markets, Indian equities are expected to start on a muted note. Early indicators from GIFT Nifty showed a slight dip of 13.5 points to 24,956.5, hinting at a flat-to-negative opening. The sentiment, however, remains mixed as Asian markets reflect both optimism and caution following key global developments.
Japan’s Nikkei 225 surged over 4.4 per cent after the country’s ruling Liberal Democratic Party elected Sanae Takaichi as its new leader—paving the way for her to become Japan’s first female prime minister. Meanwhile, South Korea’s KOSPI index climbed 2.7 per cent, but Hong Kong’s Hang Seng slipped 0.45 per cent, showing that not all Asian markets are sharing the same upbeat momentum.
In the U.S., stock markets ended last week on a mixed note. The Dow Jones and S&P 500 both touched new highs, while the Nasdaq lagged slightly due to tech stock corrections. This global setup is likely to influence Indian markets as investors keep an eye on domestic corporate updates, quarterly business performance, and new stock listings.
HDFC Bank: Steady Growth Keeps Investors Confident
India’s largest private lender, HDFC Bank reported a stable performance in its business update for the July–September quarter of FY26. The bank’s gross advances rose by 9.9 per cent year-on-year, reaching ₹27.69 trillion, while average deposits jumped 15.1 per cent to ₹27.1 trillion. This steady growth reinforces investor confidence in HDFC Bank’s lending and deposit base, even amid tight liquidity conditions in the financial system.
The stock opened at ₹971.90 on Monday, up 0.70 per cent, reflecting continued trust among market participants. Despite global uncertainties, HDFC Bank’s consistent performance remains a stabilizing factor for India’s banking sector.
Kotak Mahindra Bank and IndusInd Bank Show Mixed Trends
Kotak Mahindra Bank also presented an encouraging update, posting a double-digit rise in both advances and deposits. Its net advances stood at ₹4.62 trillion, a 16 per cent year-on-year increase, while deposits grew 14.6 per cent to ₹5.28 trillion. The bank’s current and savings account (CASA) base expanded 6 per cent, strengthening its low-cost funding profile.
In contrast, IndusInd Bank showed signs of pressure, with net advances falling 8 per cent to ₹3.27 trillion and deposits slipping 5 per cent to ₹3.89 trillion. The CASA ratio also dipped to 30.8 per cent from 35.9 per cent last year, indicating a possible shift in customer preferences or competitive deposit rates in the sector.
Infosys Joins Hands with Telenor Shared Services
Tech giant Infosys made headlines with its latest collaboration with Telenor Shared Services (TSS). The partnership aims to enhance TSS’s human resources efficiency through Oracle Cloud Human Capital Management (HCM) solutions. This move not only reinforces Infosys’s leadership in enterprise transformation but also highlights the company’s continued focus on innovation-driven partnerships.
Investors and analysts see this as a step toward long-term digital transformation deals, which could support Infosys’s revenue growth in the upcoming quarters.
Avenue Supermarts (DMart): Retail Giant on a Strong Footing
Retail major Avenue Supermarts, which operates the popular DMart chain, reported impressive standalone revenue growth for the September quarter. The company’s revenue stood at ₹16,218.8 crore, up from ₹14,050.32 crore in the same period last year. With 432 operational stores and plans for further expansion, DMart continues to solidify its position as India’s leading value retail brand, despite one outlet in Navi Mumbai remaining closed for reconstruction.
Bajaj Housing Finance: Lending Momentum Picks Up
Bajaj Housing Finance showcased robust growth in its Q2FY26 performance. The firm’s gross disbursements soared by 32.3 per cent to ₹15,900 crore, while assets under management (AUM) expanded 24 per cent to ₹1.26 trillion. Loan assets grew nearly 26 per cent, demonstrating strong housing demand and steady credit momentum in the retail segment.
Hindustan Zinc Shines on Strong Production Numbers
Mining major Hindustan Zinc reported encouraging operational performance with refined lead output rising 29 per cent to 45,000 tonnes and silver production climbing 22 per cent to 144 tonnes. Mined metal production edged up slightly by 1 per cent to 2.58 lakh tonnes, while refined zinc and wind power production grew by 2 per cent each. These consistent production improvements underline the company’s operational efficiency and diversification strategy.
Vodafone Idea: New CFO Appointment Signals Strategic Shift
Telecom player Vodafone Idea announced the appointment of Tejas Mehta as its new Chief Financial Officer and key managerial personnel, effective October 6, 2025. He succeeds Murthy GVAS, who completed his tenure on October 5. This leadership change comes at a crucial time as the company continues to navigate debt restructuring and plans for a potential fundraise to strengthen its balance sheet.
Lupin Faces Regulatory Hurdles in the U.S.
Pharma major Lupin disclosed that the U.S. Food and Drug Administration (FDA) has classified its inspection of the company’s Pithampur Unit-2 facility as “Official Action Indicated (OAI).” The inspection, conducted in July, involved four observations, suggesting that Lupin might need to address compliance issues before gaining further approvals from the U.S. regulator.
Market Outlook
Overall, Monday’s session is likely to see selective action in banking, IT, and FMCG counters. The focus will also remain on Pace Digitek, which makes its mainboard debut today, along with several SME listings such as KVS Castings and Ameenji Rubber IPO. With global cues mixed and domestic earnings season approaching, traders are expected to adopt a watchful stance through the day.
Disclaimer:
This article is for informational and educational purposes only. It should not be considered financial or investment advice. Readers are encouraged to consult certified financial advisors before making any investment decisions. Stock markets are subject to risks, and past performance is not indicative of future results.
