Stocks to Watch: Banking sector, Infosys, Vodafone Idea, Lupin and more

Vedanta | The company achieved its highest-ever quarterly and half-yearly alumina production at the Lanjigarh refinery, with output up 31% year-on-year (YoY), at 653 kt. Aluminium production also hit a record at 617 kt, up 1% year-o

Kotak Mahindra Bank | The lender reported a 15.8% year-on-year rise in period-end net advances, which stood at ₹4.62 lakh crore as of September 30, 2025. Sequentially, net advances were up 4%. The bank’s average net advances for the quarter grew 14.6% year-on-year and 4% quarter-on-quarter to ₹4.47 lakh crore.

Punjab National Bank | PNB reported provisional Q2 FY26 business of ₹27.88 lakh crore, up 10.6% YoY. Domestic business rose 10.4% YoY to ₹26.83 lakh crore, reflecting steady growth.

Infosys | The IT major has partnered with Telenor Shared Services to modernize HR operations using Oracle Cloud HCM. The collaboration aims to standardise processes, boost employee productivity, and enhance decision-making through unified digital systems.

Marico Ltd | The company expects Q2 FY26 consolidated revenue to grow in the “thirties” percent YoY, driven by strong international performance and GST benefits in India, with modest growth projected in operating profit. Last year, Q2 revenue rose 7.6% to ₹2,664 crore, and net profit jumped 20.3% to ₹433 crore.

YES Bank | The company reported provisional Q2 FY26 figures, with loans and advances at ₹2,50,468 crore (up 6.5% YoY) and deposits at ₹2,96,831 crore (up 7.1% YoY). Certificate of Deposits stood at ₹987 crore.

Avenue Supermarts | The operator of D-Mart, reported standalone Q2 FY26 revenue of ₹16,218.79 crore, up from ₹14,050.32 crore a year ago. The retailer operated 432 stores as of September 30, 2025, with one Navi Mumbai outlet under reconstruction.

Vodafone Idea | The network operator giant has appointed Tejas Mehta as Chief Financial Officer, from October 6, 2025, succeeding Murthy Gvas.

Lupin | Lupin said the US drug regulator has classified its inspection of the Pithampur Unit 2 manufacturing facility as ‘official action indicated’ (OAI). The US Food and Drug Administration (USFDA) had conducted inspections at the facility from July 8 to July 17, 2025, and closed it by issuing Form 483 with four observations. The Mumbai-based pharma major also launched Liraglutide Injection in US to help adults and children with type 2 diabetes manage their blood sugar levels

Hindustan Zinc | The company posted a mixed Q2 FY26 update with mined metal output at 258 kt (up 1% YoY, down 3% QoQ). Refined zinc rose 2% YoY to 202 kt, while refined lead dropped 29% YoY to 45 kt.

UCO Bank | reported a total business of ₹5.37 lakh crore for the quarter ended September 30, 2025, reflecting a 13.29% year-on-year (YoY) growth and a 2.48% quarter-on-quarter (QoQ) increase. Total advances rose 16.67% YoY to ₹2.31 lakh crore, with domestic advances increasing 17.24% YoY to ₹2.04 lakh crore. Total deposits reached ₹3.06 lakh crore, up 10.87% YoY and 2.34% QoQ, while domestic deposits grew 9.85% YoY to ₹2.90 lakh crore..

Equitas SFB | The lender reported a 5.93% year-on-year (YoY) growth in total deposits, reaching ₹22,894 crore as of September 30, 2025. CASA deposits rose 13.67% YoY to ₹6,046 crore during the same period. The CASA ratio improved to 26.41% as of September 30, 2025, compared with 24.61% a year earlier.

AU Small Finance Bank | The lender’s total deposits increased 20.8% from ₹1.09 lakh crore and 3.8% sequentially from ₹1.27 lakh crore to ₹1.32 lakh crore in the September quarter. Its gross advances were up 22.4% from ₹96,033 crore last year to ₹1.17 lakh crore in the second quarter this fiscal. It increased 5.3% sequentially from ₹1.11 lakh crore

Sobha | The Bengaluru-based real estate developer reported a total sales value of ₹1,902.6 crore for the second quarter of FY26, a 61.4% year-on-year increase, though down 8.5% sequentially from the previous quarter.

RBL Bank | The bank reported Q2 FY26 deposits of ₹1,16,665 crore, up 8% YoY, with deposits below ₹3 crore at ₹59,441 crore (51% of total). CASA rose 3% YoY to ₹37,169 crore, while the CASA ratio fell to 31.9%; liquidity coverage averaged 127%.

Bansal Wire Industries | The company reported a fire at its plant on NTPC Road in Gautam Buddh Nagar, which caused a temporary disruption of operations at C Shed. The company confirmed that no injuries or fatalities were reported.