CUES FOR TODAY (6 Oct 2025)

Gift Nifty opens 49 pts lower, signaling a muted start. Expect rangebound trade in Nifty (24800–25100) with focus shifting to Q2 updates across major companies. Bank Nifty likely in spotlight post HDFC Bank’s business update, while hospital stocks may react to CGHS rate revision. Global Cues: Wall Street ended mixed – Dow +0.51%, Nasdaq -0.28% as investors awaited key US inflation data. Flows: FIIs sold ₹1,583 Cr while DIIs bought ₹490 Cr in cash markets. In index futures, FIIs remained sellers with ₹2,353 Cr net sell, increasing shorts by 13,414 contracts; long positions now just 7% – signaling cautious sentiment. Stocks in Focus:

: Gross advances up 9.9% YoY, deposits up 12% YoY. : Advances up 15.8%, deposits up 14.6% YoY. : AUM growth 23.6%, customer base up 20% YoY – in line with guidance. IndusInd Bank: Loan book declines for 3rd straight quarter, deposits down 5.5% YoY. Marico: Consolidated revenue growth to touch ~30% YoY, India business volume growth in high single digits. DMart: Standalone revenue up 15.4%, added 8 stores in Q2. Bank of Baroda: Loans up 12% YoY, deposits up 9.3% YoY. Kalyan Jewellers: Revenue up ~30%, same-store sales up 16% YoY. Nykaa: GMV growth expected near 30%, improving from mid-20s in prior quarters. Sobha: Record Q2 – sales volume up 41% YoY, best-ever H1FY26. Lupin: USFDA classifies Pithampur Unit-II as Official Action Indicated (OAI). Aditya Birla Lifestyle: Flipkart may sell up to 6% stake via block deals.