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TVS Motors Revenue Surges 25%, Star Health Q2 FY26 Results Shine

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Industrial Growth Hits 4%, TVS Motors Revenue Surges 25%, Star Health Q2 FY26 Results Shine The Indian stock market buzzes with fresh developments on October 29, 2025. Investors track India's industrial production growth, corporate earnings from giants like TVS Motors and Star Health, and global cues impacting sentiment. This comprehensive analysis dives into key economic indicators, Q2 FY26 results, regulatory shifts, and sector outlooks to guide your trading decisions. Discover how these updates influence BSE Sensex, NSE Nifty, and individual stocks today. Global Economic Indicators Shaping Indian Markets Global factors set the tone for Indian equities. U.S. consumer confidence dropped to 94.6 in October 2025, marking a steady decline. Pessimism over future job prospects and tariff-related uncertainties drives this fall. Higher prices across goods amplify concerns, creating a consensus on job availability challenges. Traders eye the Federal Reserve's upcoming rate decision. Markets assign a 98% probability to a 25 basis points cut, with a slim 2% chance for 50 basis points. These expectations stabilize bond yields and influence FII flows into emerging markets like India. Tech giants dominate headlines. Nvidia leads with a market cap nearing $4.8 trillion. Microsoft and Apple follow closely, both crossing $4 trillion. These valuations highlight AI and innovation's role in global growth, indirectly boosting Indian IT stocks. U.S. Q3 2025 earnings season progresses strongly. 69% of companies beat revenue forecasts. Attention now shifts to the "Magnificent Seven" stocks. Their results could dictate Nasdaq trends and spillover effects on Nifty IT indices. India's Industrial Production Growth Reaches 4% in September 2025 India's Index of Industrial Production (IIP) grew 4% year-over-year in September 2025, signaling moderate recovery. This marks a three-month low, yet sectors show resilience amid slowdown fears. Mining contracted 0.4%, dragging overall figures. Manufacturing led with 4.8% growth, while electricity rose 3.1%. Deep dive into manufacturing reveals strengths: basic metals production jumped 12.3%, fueled by a 20% rise in metal indices over recent months. Electrical equipment manufacturing soared 28.7%. Investors monitor IIP for clues on GDP trajectory. Sustained manufacturing momentum supports capital goods stocks. Watch Nifty Metal and infrastructure plays for potential rallies. SEBI Proposes Mutual Fund Expense Ratio Cuts: Impact on AMC Stocks SEBI proposes slashing total expense ratios (TER) for mutual funds. Open-ended schemes face a cap at 0.15%, closed-ended at 0.25%. Slab-wise reductions target assets under management (AUM). For equity-oriented funds exceeding ₹5,000 crore daily AUM, existing TER of 1.6% drops to 1.35%. This aims to benefit investors but pressures asset management companies (AMCs). AMC stocks may react negatively today. Reduced fees squeeze margins, though long-term investor inflows could offset. Track HDFC AMC, Nippon India, and others for intraday volatility. TVS Motors Q2 FY26 Results: Revenue Jumps 25%, PAT Up 43% TVS Motors delivers stellar Q2 FY26 performance. Revenue climbs 25% YoY, margins expand 30.6% on both YoY and sequential bases. Profit after tax (PAT) surges 43%. Segment breakdown shines: Auto Segment: 28% growth. Total Volumes: 23% increase. Motorcycles: +20% Scooters: +30% Mopeds: +2% (flat) Three-Wheelers: +39% Electric Vehicles (EVs): +7% EV growth lags due to magnet supply challenges in the short-to-medium term. Management expects resolution soon. TVS stock targets new highs; analysts upgrade on volume momentum. Shree Cement Q2 FY26 Earnings: Revenue Up 15%, EBITDA Soars 44% Shree Cement posts robust numbers. Revenue rises 15% YoY, driven by 6.8% volume growth. Premium product mix improves to 21.1% from 14.9% last year. EBITDA jumps 44%, aided by cost-cutting and operational efficiencies. UAE operations grow volumes 34%. Management passes GST benefits to customers, anticipating economic momentum from stable inflation (3.5% excluding gold). Shree Cement positions for demand uptick in infrastructure. Cement stocks gain traction amid government capex push. CarTrade Q2 FY26 Results: Revenue Grows 25%, PAT Doubles CarTrade accelerates with 25% revenue growth. Consumer segment leads at 37%, OLX at 17%. EBITDA surges 73%, OLX margins hit 30%. PAT explodes 119%. Digital auto platforms benefit from rising online vehicle transactions. CarTrade expands market share in used cars. Tata Capital Q2 FY26 Performance: AUM Up 22%, Strong Guidance Tata Capital reports 22% AUM growth (excluding Tata Motors Finance acquisition). Loan losses rise 62% YoY, a concern. Adjusted PAT grows 33%. Three-year guidance impresses: AUM CAGR: 23-25% (including Tata Motors Finance) Cost-to-Income: 33-34% Credit Cost:

The Indian stock market buzzes with fresh developments on October 29, 2025. Investors track India’s industrial production growth, corporate earnings from giants like TVS Motors and Star Health, and global cues impacting sentiment. This comprehensive analysis dives into key economic indicators, Q2 FY26 results, regulatory shifts, and sector outlooks to guide your trading decisions. Discover how these updates influence BSE Sensex, NSE Nifty, and individual stocks today.

Global Economic Indicators Shaping Indian Markets

Global factors set the tone for Indian equities. U.S. consumer confidence dropped to 94.6 in October 2025, marking a steady decline. Pessimism over future job prospects and tariff-related uncertainties drives this fall. Higher prices across goods amplify concerns, creating a consensus on job availability challenges.

Traders eye the Federal Reserve’s upcoming rate decision. Markets assign a 98% probability to a 25 basis points cut, with a slim 2% chance for 50 basis points. These expectations stabilize bond yields and influence FII flows into emerging markets like India.

Tech giants dominate headlines. Nvidia leads with a market cap nearing $4.8 trillion. Microsoft and Apple follow closely, both crossing $4 trillion. These valuations highlight AI and innovation’s role in global growth, indirectly boosting Indian IT stocks.

U.S. Q3 2025 earnings season progresses strongly. 69% of companies beat revenue forecasts. Attention now shifts to the “Magnificent Seven” stocks. Their results could dictate Nasdaq trends and spillover effects on Nifty IT indices.

India’s Industrial Production Growth Reaches 4% in September 2025

India’s Index of Industrial Production (IIP) grew 4% year-over-year in September 2025, signaling moderate recovery. This marks a three-month low, yet sectors show resilience amid slowdown fears.

Mining contracted 0.4%, dragging overall figures. Manufacturing led with 4.8% growth, while electricity rose 3.1%. Deep dive into manufacturing reveals strengths: basic metals production jumped 12.3%, fueled by a 20% rise in metal indices over recent months. Electrical equipment manufacturing soared 28.7%.

Investors monitor IIP for clues on GDP trajectory. Sustained manufacturing momentum supports capital goods stocks. Watch Nifty Metal and infrastructure plays for potential rallies.

SEBI Proposes Mutual Fund Expense Ratio Cuts: Impact on AMC Stocks

SEBI proposes slashing total expense ratios (TER) for mutual funds. Open-ended schemes face a cap at 0.15%, closed-ended at 0.25%. Slab-wise reductions target assets under management (AUM).

For equity-oriented funds exceeding ₹5,000 crore daily AUM, existing TER of 1.6% drops to 1.35%. This aims to benefit investors but pressures asset management companies (AMCs).

AMC stocks may react negatively today. Reduced fees squeeze margins, though long-term investor inflows could offset. Track HDFC AMC, Nippon India, and others for intraday volatility.

TVS Motors Q2 FY26 Results: Revenue Jumps 25%, PAT Up 43%

TVS Motors delivers stellar Q2 FY26 performance. Revenue climbs 25% YoY, margins expand 30.6% on both YoY and sequential bases. Profit after tax (PAT) surges 43%.

Segment breakdown shines:

EV growth lags due to magnet supply challenges in the short-to-medium term. Management expects resolution soon. TVS stock targets new highs; analysts upgrade on volume momentum.

Shree Cement Q2 FY26 Earnings: Revenue Up 15%, EBITDA Soars 44%

Shree Cement posts robust numbers. Revenue rises 15% YoY, driven by 6.8% volume growth. Premium product mix improves to 21.1% from 14.9% last year.

EBITDA jumps 44%, aided by cost-cutting and operational efficiencies. UAE operations grow volumes 34%. Management passes GST benefits to customers, anticipating economic momentum from stable inflation (3.5% excluding gold).

Shree Cement positions for demand uptick in infrastructure. Cement stocks gain traction amid government capex push.

CarTrade Q2 FY26 Results: Revenue Grows 25%, PAT Doubles

CarTrade accelerates with 25% revenue growth. Consumer segment leads at 37%, OLX at 17%. EBITDA surges 73%, OLX margins hit 30%. PAT explodes 119%.

Digital auto platforms benefit from rising online vehicle transactions. CarTrade expands market share in used cars.

Tata Capital Q2 FY26 Performance: AUM Up 22%, Strong Guidance

Tata Capital reports 22% AUM growth (excluding Tata Motors Finance acquisition). Loan losses rise 62% YoY, a concern. Adjusted PAT grows 33%.

Three-year guidance impresses:

Valuations at 3.5x P/B rival Bajaj Finance. Execution could drive re-rating. Add to watchlists.

CreditAccess Grameen Q2 FY26: Disbursements Surge 33%

Microfinance player CreditAccess Grameen grows gross loan portfolio 3.1%. Disbursements leap 33% to ₹5,332 crore.

Sequential provisioning falls 8.1%. Stress eases post-Karnataka regulations. Collections improve, especially after 5 PM norms.

Microfinance sector rebounds. Expect lower credit costs and higher profitability in 1-2 years. NBFC stocks poised for gains.

Star Health Q2 FY26 Results: Navigating Accounting Shifts for Growth

Star Health tackles base effects from 1/1 accounting (premiums recognized over policy life). Gross written premium (GWP) grows 12% YoY, retail at 24%. Renewal rate hits 98%, market share ~32% in retail.

IFRS transition matches costs and revenues, improving profitability visibility. Combined ratio enhances on H1 basis. Claims and expense ratios improve.

Management cites tailwinds: GST exemption on retail health insurance boosts demand. October GWP remains strong; monthly data releases in early November.

Q2 seasonality (higher hospitalizations) pressures IG AAP numbers, but IndAS PAT rises 21%. Health insurance demand surges post-pandemic.

Jindal Steel Q2 FY26: Capacity Expands Amid Pricing Pressure

Jindal Steel reports flat production and sales volumes. EBITDA margins face pricing headwinds. Capacity additions dominate:

Metal companies ramp capex (Nalco, Hindalco follow suit). Metal index rises; long-term supply glut risks loom.

Premier Energies Q2 FY26: Revenue Up 20%, Robust Order Book

Solar player Premier Energies grows revenue 20%. EBITDA jumps 58%, PAT 72%. New bookings: ₹6,400 crore. Order book: ~₹12,000 crore.

Module production: 961 MW. Utilization: 79%. Renewable energy stocks attract green investments.

Banking and NBFC Sector Outlook: Ujjivan Small Finance Bank in Focus

Banking fundamentals strengthen. Credit costs decline; GST reforms and FY25 base effect drive pickup. Profitability boosts expected in 1-2 years.

Small finance banks shift to secured lending. Ujjivan’s secured book jumps 53% in Q2 FY26 (mortgages, gold loans). Net GNPA and provisioning decrease.

Ujjivan mirrors sector positivity. Valuations appeal for growth-oriented investors.

Market Implications and Investment Strategies

October 29, 2025, highlights sectoral divergences. Auto (TVS), cement (Shree), and insurance (Star Health) lead earnings beats. Industrial growth supports manufacturing stocks.

Global rate cuts favor EM inflows. Monitor Fed outcomes for Nifty direction.

Key Takeaways:

Indian markets exhibit resilience amid global volatility. Industrial output recovery, corporate earnings strength, and policy tailwinds propel optimism. Stay informed on Q2 FY26 results and macroeconomic shifts to capitalize on opportunities.

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