Stocks to Watch Today: Infosys, Kotak Mahindra Bank, Lupin and Others (October 26, 2026)

Investors will track quarterly earnings, corporate announcements and fresh order wins in Monday’s trading session. Infosys, Kotak Mahindra Bank, Lupin, KEC International, Bank of India, Coforge and several other stocks are likely to attract attention. 

Infosys Ltd 

Infosys reported a 6.2% year-on-year increase in consolidated net profit to ₹7,823 crore. Revenue rose 10.7% to ₹49,244 crore, while operating margin remained at 21%. The company expects FY27 constant-currency revenue growth of 1–2%. 

Kotak Mahindra Bank Ltd 

Kotak Mahindra Bank reported a 29.5% year-on-year rise in standalone net profit to ₹4,212 crore. Net interest income increased 15.7% to ₹8,459 crore, while gross non-performing assets declined to 1.04% from 1.18% in the previous quarter. 

Lupin Ltd 

The US Food and Drug Administration concluded its inspection of Lupin’s Goa manufacturing facility, conducted from October 19 to October 23, with one observation recorded in Form 483. Investors will monitor the company’s response and subsequent regulatory developments. 

KEC International Ltd 

KEC International secured turnkey orders worth ₹2,872 crore from Power Grid Corporation of India for its transmission and distribution business. The contracts cover the design, supply and installation of 765 kV transmission lines, strengthening its infrastructure order book. 

Bank of India 

Bank of India reported a 25.4% year-on-year increase in standalone net profit to ₹3,202.4 crore. Net interest income rose 18.5% to ₹7,007.2 crore, while operating profit climbed 33.2% to ₹5,089 crore. Gross NPA declined to 1.6%. 

Coforge Ltd 

Coforge posted a 56.5% year-on-year increase in consolidated net profit to ₹588.1 crore for the September quarter. Revenue surged 53.6% to ₹6,170.8 crore, putting the IT services company in focus following its latest quarterly performance. 

Bharat Coking Coal Ltd 

Bharat Coking Coal reported a profit of ₹123.74 crore for the September quarter, compared with a loss of ₹53 crore a year earlier. Revenue increased 39% year on year to ₹4,412.6 crore, reflecting stronger quarterly performance. 

DCB Bank Ltd 

DCB Bank recorded a 28.3% year-on-year rise in net profit to ₹236 crore. Net interest income grew 17.3% to ₹699 crore, while operating profit increased 26% to ₹383 crore. Gross NPA improved to 2.29% from 2.43% quarter on quarter. 

Netweb Technologies India Ltd 

Netweb Technologies reported a sharp 334.8% year-on-year jump in net profit to ₹136.7 crore. Revenue increased 335.7% to ₹1,323.3 crore, drawing attention to the company’s latest quarterly results and growth in its technology business. 

Apollo Micro Systems Ltd 

Apollo Micro Systems reported a 55.7% year-on-year increase in consolidated net profit to ₹48.4 crore. Revenue rose 72.3% to ₹388.1 crore, keeping the defence and electronics systems company on investors’ watchlists following its September-quarter performance. 

BL Kashyap and Sons Ltd 

BL Kashyap and Sons secured an order worth ₹495.86 crore from Signature Global (India). The contract covers civil structure work and partial mechanical, electrical and plumbing works for four towers and their basements. 

Dr Reddy’s Laboratories Ltd 

Dr Reddy’s Laboratories reported a 36% year-on-year decline in consolidated net profit to ₹913.4 crore. Revenue fell 1.5% to ₹8,670.8 crore, making the pharmaceutical company’s quarterly performance an important development for investors to assess. 

IndusInd Bank Ltd 

IndusInd Bank reported standalone net profit of ₹1,176.1 crore, compared with a loss of ₹444.8 crore a year earlier. Net interest income increased 3.6% to ₹4,569.5 crore, while operating profit rose 37% to ₹2,778 crore. 

Torrent Pharmaceuticals Ltd 

Torrent Pharmaceuticals reported a 9.6% year-on-year decline in consolidated net profit to ₹534 crore. Revenue increased 50.8% to ₹4,979 crore, putting the pharmaceutical company in focus as investors assess its latest earnings performance. 

Tata Motors Ltd (Commercial Vehicles) 

Tata Motors’ commercial vehicle business reported a consolidated profit of ₹1,257 crore for the September quarter, compared with a loss of ₹867 crore a year earlier. Revenue rose 36.3% to ₹25,338 crore. 

SBI Funds Management Ltd 

SBI Funds Management reported a 6% year-on-year decline in consolidated net profit to ₹701.2 crore. Revenue increased 8.9% to ₹1,192.7 crore, bringing the company’s latest quarterly performance into focus. 

Read More: Indian IT Stocks in Focus; Top Five Firms Add 16,055 Employees in H1FY27 but Demand Recovery Remains Uncertain! 

Conclusion 

Quarterly earnings, regulatory developments and new infrastructure contracts are likely to influence stock-specific movements on October 26, 2026. Investors will closely monitor financial performance, asset quality and order inflows while assessing the potential impact of these developments on individual stocks. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.    

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