NIFTY Alpha Quality Low-Volatility 30

Bharat Electronics stock gains fresh defence orders as margins stay in focus

Bharat Electronics Ltd. secured new defense orders worth INR 648 crore for various electronic systems, adding to its substantial order book. The company reported a 25.3% year-on-year revenue increase in Q1 FY27, but profit growth was slower at 8.2% due to tighter margins from higher material costs. Analysts maintain "Buy" ratings with target prices around INR 500-530.

ITC stock: 360 ONE maintains BUY, sees 68% upside; here’s why brokerage is bullish

360 ONE Capital Research maintained a BUY rating on ITC with a target price of ₹440 per share, implying a 68% upside from its current price. The brokerage is bullish due to improving cigarette profitability despite volume pressure, growth in FMCG and paperboards, and increased exposure to technology. They expect pricing power to offset volume declines in the cigarette business.

Smiti Holding: Acquires 1.64 Lakh Asian Paints Shares in Block Deal

Smiti Holding and Trading Company acquired 164,000 shares of Asian Paints Limited through a block deal on September 17, 2026. This inter-se transfer within the promoter group increased Smiti Holding's voting rights to 5.380%. The overall shareholding of the promoter group in Asian Paints remains unchanged.

Lupin Share Price Rises 2.52%: Price, Valuation, Peer View

Lupin Ltd. shares rose 2.52% to Rs 2,144.70, closing at its day's high with a market capitalization of Rs 93,611.47 crore. The stock's P/E ratio of 17.3x is below the industry median, while its ROE and ROCE are above. This movement occurred without a specific company-related catalyst.

Coal India’s August Offtake Surge Masks a Deeper Production Risk

Coal India's August offtake increased by 5.5% year-on-year, reaching 60.6 MT, while production fell by 5.7% to 47.5 MT. This divergence indicates the company is drawing down its substantial inventory to meet demand, shipping 13 MT more than it produced in August. This strategy, also seen in cumulative April-August figures, raises questions about long-term production sustainability once stockpiles are depleted.

Marico Q2 Results FY27: Date, Expectations and Preview

Marico Limited's Q2 FY27 results are expected in late October or early November 2026. Investors will focus on whether the strong operating margin recovery seen in Q1 FY27 can be sustained, alongside volume growth and input cost trends. The company reported Rs 652 crore net profit on Rs 3,957 crore revenue in Q1 FY27.