Stock market this week – IPO Rush, Q2 Earnings, Inflation Data, and Key Stocks in Focus .

This week is shaping up to be one of the most crucial for Indian markets this year. Investors will see a packed lineup of major IPO listings, corporate earnings, key economic data, and crucial policy developments — all set to decide near-term momentum for Dalal Street.

Economic Data & Policy Updates

• September Inflation (CPI & WPI): Inflation data releasing mid-week could influence RBI’s tone for the December policy. Softer inflation may strengthen the case for a neutral or even slightly dovish stance.
• Global Factors: US–China trade tensions have escalated again with fresh tariff hikes. Expect global volatility, particularly in sectors like metals, IT, and exporters.
• Crude Oil & Currency: Brent prices remain near $93, while the rupee hovers around 83.3 against the dollar. These could shape investor sentiment around oil marketing companies and import-heavy sectors.

Q2FY26 Earnings & Corporate Actions

• Results Watch: Key results are lined up from HCL Tech, Just Dial, Anand Rathi Wealth, Tata Motors, DMart, and Adani Energy. IT and auto will be the sectors to watch.
• Dividend & Board Meetings: Companies like Spandana Sphoorty Financial and Indo Thai will meet to discuss interim dividends, debenture issues, and equity allotments.
• AGMs & EGMs: Corporate events from Checkpoint Trend, Veefin Solutions, Alfa Transformer, and Magnum Ventures are also lined up early in the week.

IPO Mania Continues….

• Tata Capital IPO Listing (Oct 13): The ₹15,500+ crore listing will be the biggest of the year. Its debut performance could shape financial sector sentiment.
• LG Electronics India IPO (Oct 14): The ₹11,600 crore consumer durables listing follows immediately after Tata Capital. GMP trends suggest strong retail interest.
• Other Active IPOs: Canara Robeco AMC, Rubicon Research, Sihora Industries, SK Minerals, and Canara HSBC Life are also in focus, making October one of India’s biggest IPO months ever with nearly $5 billion in total listings.

Key Stocks in Focus

• Anant Raj Industries: The real estate revival play. With strong fundamentals, robust order inflows, and rising demand in NCR property markets, this stock could see near-term traction.
• Bharat Seats Ltd: A strong proxy to India’s auto upcycle, supplying to Maruti and Suzuki. Earnings momentum looks strong amid rising auto sales and operating leverage benefits.
• PTC Industries Ltd: A precision engineering company benefiting from defense and aerospace orders. With recent contracts and a strong export book, it remains a dark horse for the mid-cap rally.
• Silver (Commodity): After recent corrections, silver prices may regain momentum amid safe-haven demand and rising industrial use. Traders are eyeing a breakout above ₹96,000/kg levels.

Sectoral Sentiment & FII Flows

• FII Activity: Foreign investors turned net buyers last week, boosting banking and IT stocks. Sustained inflows could stabilize mid-cap volatility.
• Sector Rotation: Financials, autos, and capital goods remain strong, while FMCG and pharma may stay defensive amid inflation and input cost pressures.
• Technical View: Nifty support seen around 22,350; resistance near 22,800. Bank Nifty momentum hinges on HDFC Bank and Axis Bank earnings later this week.

Weekly Summary Table