Larsen & Toubro (L&T)
Why in Focus:
🚧 L&T is in the spotlight as it reports its Q2 results today. Being a leader in infrastructure & engineering, investors are eyeing its performance closely.
📈 What to Watch:
- Revenue & profit growth trends 📊
- Order book strength and new government contracts 🏗️
- Margins and cost control outlook 💼
💬 Hint: Any strong order inflows could push the stock higher.
🏢
ITC Ltd
Why in Focus:
🍫 FMCG giant ITC remains in focus for its diversified business mix — cigarettes, hotels, packaged food, and paper.
📈 What to Watch:
- FMCG business growth in a slow consumer market 🛒
- Government stance on cigarette taxation 🚭
- Dividend and capital allocation updates 💰
💬 Hint: Defensive stock, often stable in volatile markets.
💻
Wipro Ltd
Why in Focus:
💼 Wipro is under watch as investors look for cues on IT sector growth amid global demand changes.
📈 What to Watch:
- Q2 profit margin and deal wins 🤝
- Commentary on U.S. & BFSI clients 💵
- Management outlook for FY26 💬
💬 Hint: Consistent order flow could support the next leg of rally.
🛢️
HPCL (Hindustan Petroleum Corp)
Why in Focus:
⛽ Crude oil price movement has brought HPCL and other oil refiners into focus.
📈 What to Watch:
- Impact of crude price volatility on refining margins ⚙️
- Inventory gains/losses in Q2 results 💹
💬 Hint: Oil price stability could help the stock recover.
☀️
Adani Green Energy
Why in Focus:
🌞 Renewable energy leader Adani Green is in the spotlight for its capacity expansion plans and new power purchase agreements.
📈 What to Watch:
- Commissioning of new solar/wind projects ⚡
- Debt levels and financing clarity 💵
💬 Hint: Green energy optimism continues to attract investor attention.
🏦
Banking Stocks (ICICI, HDFC Bank, SBI)
Why in Focus:
💳 Large banks remain key movers as investors watch credit growth and NPA trends.
📈 What to Watch:
- Loan book expansion 📚
- Net Interest Margin (NIM) updates 💹
- Asset quality improvement trends ✅
💬 Hint: Private banks likely to lead any rebound rally.
📊 Quick Summary
| Sector | Stocks | Focus Reason |
| Infrastructure | L&T | Q2 Results, Order Book |
| FMCG | ITC | Demand Outlook, Dividend |
| IT | Wipro | Deal Wins, Margin Pressure |
| Oil & Gas | HPCL | Crude Movement |
| Renewable | Adani Green | Expansion Plans |
| Banking | ICICI, HDFC, SBI | Loan Growth, |
