Stocks in Focus | Indian markets are set for a busy trading day on November 4, 2025, with several key companies announcing their Q2 FY26 earnings, new deals, and management changes. Here’s a look at the top stocks likely to be in focus today, including Bharti Airtel, Titan Company, SJS Enterprises, Godfrey Phillips, Hitachi Energy India, Hero MotoCorp, Cipla, and City Union Bank.
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Key Stocks to Watch
Bharti Airtel
Telecom major Bharti Airtel reported a 73.6% year-on-year (YoY) rise in net profit to ₹6,792 crore, driven by a 25.7% increase in revenue to ₹52,145.4 crore.
EBITDA grew 35.3% YoY to ₹29,561.4 crore, with margins expanding 400 bps to 56.7%. The company’s ARPU improved to ₹256 from ₹233 last year.
The board has also approved the acquisition of up to 5% stake in Indus Towers.
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Titan Company
Jewellery and watchmaker Titan posted a 59.1% YoY surge in consolidated profit to ₹1,120 crore, while revenue jumped 28.8% to ₹18,725 crore.
EBITDA grew 51.7% YoY to ₹1,875 crore, and margins expanded to 10% from 8.5%.
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Power Grid Corporation of India
Power Grid’s Q2 profit fell 6% YoY to ₹3,566 crore, despite a 1.8% rise in revenue to ₹11,476 crore.
The board declared an interim dividend of ₹4.5 per share.
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Bharti Hexacom
The company reported a 66.4% YoY rise in net profit to ₹421.2 crore, supported by a 10.5% revenue increase to ₹2,317.3 crore.
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SJS Enterprises
Auto component maker SJS Enterprises recorded a 48.5% jump in profit to ₹43.3 crore, while revenue climbed 25.4% YoY to ₹241.8 crore.
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Godfrey Phillips India
Cigarette manufacturer Godfrey Phillips reported an 18.7% YoY rise in net profit to ₹305 crore, even as revenue fell 5.2% to ₹1,289 crore.
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Timken India
Timken India saw a marginal 0.5% dip in profit to ₹89.5 crore, while revenue rose 2.7% YoY to ₹773 crore.
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Hitachi Energy India
Hitachi Energy India reported a fivefold jump in Q2 profit to ₹264.4 crore, with revenue up 18% to ₹1,832.6 crore, reflecting strong demand in the power infrastructure segment.
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City Union Bank
City Union Bank’s profit increased 15.2% YoY to ₹328.6 crore, with net interest income up 14.4% at ₹666.5 crore.
Asset quality improved — Gross NPA dropped to 2.42% (from 2.99%) and Net NPA to 0.9% (from 1.2%).
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Hero MotoCorp
The two-wheeler giant’s October sales declined 6.4% YoY to 6.35 lakh units, led by an 8% fall in domestic sales to 6.04 lakh units. However, exports surged 42.8% YoY to 30,979 units.
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Cipla
Cipla announced the acquisition of Inzpera Healthsciences for ₹110.65 crore, making it a wholly owned subsidiary. The deal will expand Cipla’s footprint in the consumer healthcare space.
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Lemon Tree Hotels
The company inaugurated its ninth hotel in Uttarakhand, the Lemon Tree Hotel, Mall of Dehradun, featuring 98 rooms. The property is managed by its subsidiary, Carnation Hotels.
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Zee Media Corporation
The company appointed Raktimanu Das as its Chief Executive Officer, effective November 4, 2025.
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Zydus Lifesciences
Zydus will meet on November 6 to consider raising up to ₹5,000 crore via QIP, rights issue, or preferential allotment.
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Info Edge (India)
Info Edge will invest ₹100 crore in its subsidiary Redstart Labs (India), which focuses on early-stage technology and internet ventures.
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Quarterly Results Scheduled for Today
Companies announcing Q2 results on November 4 include:
State Bank of India, Mahindra & Mahindra, Adani Enterprises, Adani Ports, Paytm, Indian Hotels, InterGlobe Aviation, Mobikwik, Aditya Birla Fashion, Alembic Pharma, Berger Paints, BlueStone Jewellery, Chalet Hotels, Escorts Kubota, Home First Finance, Metropolis Healthcare, Nuvama Wealth, and Suzlon Energy.
On November 5, results are expected from Grasim Industries, Sun Pharma, Britannia, Aurobindo Pharma, Astral, BEML, Blue Star, Delhivery, Piramal Pharma, Syngene International, and Tube Investments of India.
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Bulk Deals
Bharat Wire Ropes: Authum Investment & Infrastructure bought an additional 2.6% stake for ₹37.8 crore.
Black Box: India Opportunities Growth Fund sold ~20 lakh shares worth ₹110 crore.
Dredging Corporation: Invesco Mutual Fund purchased 1.52 lakh shares worth ₹13 crore.
Fineotex Chemical: Nippon MF sold 29.6 lakh shares for ₹9.82 crore.
Exhicon Events Media Solutions: India Equity Fund offloaded 1.89% stake worth ₹11.15 crore.
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Stocks Trading Ex-Dividend Today
Coal India, Bhansali Engineering Polymers, Happiest Minds Technologies, Mazagon Dock Shipbuilders, RailTel Corporation of India, and Sundram Fasteners will trade ex-dividend today.
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Other Market Updates
Game Changers Texfab lists on the SME exchange today.
Cube Highways Trust trades ex-date for income distribution.
Parshva Enterprises trades ex-date for spin-off.
