Indian stock markets opened with caution on October 15, 2025, as investors eyed key earnings reports and corporate updates from companies like Tech Mahindra and Persistent Systems. With global cues mixed and domestic Q2 results rolling in, stocks such as Thyrocare Technologies, Keystone Realtors, Mishra Dhatu Nigam, GR Infraprojects, and Saatvik Green Energy drew attention for their potential moves amid broader market trends.
This focus comes as the Sensex and Nifty showed early gains but faced profit booking, influenced by strong Asian rebounds and hopes for Federal Reserve rate cuts. Traders watched these names closely for insights into sectors like IT, healthcare, real estate, infrastructure, and renewable energy.
Market Overview and Trends
Markets started the day on a positive note but saw some pullback, with the Sensex climbing above 82,000 after dipping near 81,800. Analysts point to ongoing Q2 earnings as a major driver, alongside global factors like mixed U.S. signals and rising oil prices.
Investors remain optimistic about sectors showing resilience, such as technology and green energy, despite inflationary pressures. Recent data from the previous quarter highlighted steady volume growth in IT services, setting the stage for today’s updates.
Broader trends include a 16 percent year over year increase in electricity trading volumes, signaling demand in related industries. This ties into infrastructure and energy plays, making today’s watchlist relevant for spotting buying opportunities.
Top Stocks in Focus
Tech Mahindra leads the pack with its mixed Q2 earnings, posting the highest constant currency growth in the last 10 quarters. The company reported revenue of about 13,000 crore rupees, up from previous periods, driven by deals in digital transformation.
Persistent Systems also shines, with revenue hitting 3,062 crore rupees, a 12 percent sequential jump, and profit at 373 crore rupees. This reflects strong demand for software services amid global tech spending.
Thyrocare Technologies announced a bonus issue of 2:1 shares, boosting investor interest after a solid Q2 performance. The healthcare firm continues to expand its diagnostic network, capitalizing on rising health awareness post pandemic.
| Stock Name | Key Update | Potential Impact |
|---|---|---|
| Tech Mahindra | Mixed Q2 earnings with high CC growth | Positive for IT sector sentiment |
| Persistent Systems | 12% revenue growth | Signals robust demand in software |
| Thyrocare Technologies | Bonus issue and strong Q2 | Attracts retail investors |
| Keystone Realtors | Real estate project updates | Benefits from housing demand |
| Mishra Dhatu Nigam | Defense sector orders | Tied to government spending |
| GR Infraprojects | Infrastructure wins | Boost from road projects |
| Saatvik Green Energy | Renewable energy deals | Aligns with green push |
Keystone Realtors grabbed headlines with new project launches in high demand areas, riding the wave of urban housing needs. The real estate sector has seen a 15 percent uptick in sales this year, fueled by lower interest rates.
Mishra Dhatu Nigam, a key player in specialty alloys, benefits from defense contracts, with recent government allocations pushing its order book higher. This aligns with India’s push for self reliance in manufacturing.
Earnings Highlights and Corporate News
Several firms released Q2 numbers that could sway trading. ICICI Lombard General Insurance reported an 18 percent jump in profit after tax year over year, strengthening its position in the insurance space.
Hyundai Motor India, fresh from its listing, remains under watch for auto sector cues, especially with mixed sales data from peers like TVS Motor, which launched a new adventure bike model.
Other notable mentions include Cyient DLM in electronics manufacturing and Kolte Patil Developers in real estate, both reporting project advancements. Sula Vineyards and Ashiana Housing added to the mix with updates on expansions and sales figures.
In the energy domain, Saatvik Green Energy secured new solar deals, reflecting India’s renewable targets aiming for 500 GW by 2030. GR Infraprojects won infrastructure bids worth billions, supporting national highway developments.
These developments come amid a backdrop of companies like Vedanta getting approvals for acquisitions, potentially reshaping industry landscapes.
Sector Impacts and Investor Strategies
The IT sector looks poised for gains, with firms like Tech Mahindra and Persistent Systems showing resilience despite global slowdown fears. Analysts predict a 10 to 15 percent growth in IT exports this fiscal year, based on recent trade data.
Infrastructure and green energy stocks could benefit from government budgets, with over 1 lakh crore rupees allocated to roads and renewables in 2025. This creates opportunities for Mishra Dhatu Nigam and Saatvik Green Energy.
For investors, diversifying across these sectors makes sense. Watch for volatility around earnings announcements, and consider long term holds in growing areas like healthcare and realty.
- Focus on stocks with strong order books, like GR Infraprojects, for steady returns.
- Monitor bonus issues, such as Thyrocare’s, for immediate value addition.
- Track global cues, including Fed decisions, to gauge overall market direction.
- Evaluate Q2 margins for signs of economic recovery.
Looking Ahead
As trading progresses on October 15, these stocks offer a snapshot of India’s economic pulse, from tech innovations to sustainable energy shifts. With more results due from names like Axis Bank and Tata Communications, the day promises action.
Stay informed on these updates to make smart moves. What are your thoughts on today’s top picks? Share in the comments and spread the word with fellow investors.
