Tech Enhanced Investing

Bajaj Finance shares were trading at Rs 961.00 on the BSE, registering a gain of Rs 7.00 or 0.73% compared with the previous close of Rs 954.00. The stock opened at Rs 952.80 and moved between an intraday low of Rs 950.70 and a high of Rs 967.60. A total of 55,776 shares had been traded so far.

The stock, listed in the BSE Group 'A' category with a face value of Rs 1 per share, recorded a 52-week high of Rs 1,177.60 on August 3, 2026, and a 52-week low of Rs 788.40 on March 23, 2026. Over the past week, the share price fluctuated between Rs 946.20 and Rs 995.40. The company's market capitalisation stood at Rs 5,97,940.65 crore.

Regarding the shareholding pattern, promoters held a 54.67% stake in the company, while institutional investors owned 36.61% and non-institutional investors accounted for the remaining 8.72%.

In a separate development, Bajaj Finance raised Rs 510.86 crore through the allotment of 51,000 secured redeemable non-convertible debentures (NCDs). Each debenture carries a face value of Rs 1 lakh and was issued through a private placement. The company plans to list these debentures on the Wholesale Debt Market Segment of the BSE. The allotment was approved by the company's Debenture Allotment Committee at its meeting held on October 9, 2026.

Bajaj Finance is a major player in India's consumer finance industry. The company has expanded access to consumer credit by introducing interest-free EMI financing across various segments, including consumer electronics, lifestyle products and groceries.

KEC International is trading at Rs 371.35 on the BSE, gaining Rs 1.65 or 0.45% compared with its previous close of Rs 369.70. The stock opened at Rs 373.35 and recorded an intraday high of Rs 378.35 and a low of Rs 369.00. A total of 129,360 shares have been traded so far.

The company's shares have fluctuated between a 52-week high of Rs 893.95, recorded on October 14, 2025, and a 52-week low of Rs 348.35, reached on October 8, 2026. Over the past week, the stock traded between Rs 348.35 and Rs 384.00. The company currently has a market capitalisation of Rs 9,865.37 crore.

Regarding shareholding, promoters hold a 50.10% stake in the company, while institutional investors own 33.26% and non-institutional investors hold the remaining 16.64%.

KEC International has announced new orders worth Rs 1,014 crore in its Indian Transmission and Distribution (T&D) business. A key highlight is the company's first-ever order to construct a 765 kV transmission line for power evacuation from a pumped storage plant (PSP) in Western India.

This development follows the company's earlier announcement of orders worth Rs 1,030 crore across multiple business segments, strengthening its overall order pipeline.

KEC International, the flagship infrastructure company of the RPG Group, operates as a global Engineering, Procurement and Construction (EPC) player. Its business portfolio spans power transmission and distribution, cables, railways, water, renewable energy and civil infrastructure.

Organic Recycling Systems Limited is trading at Rs 204.50 on the BSE, registering a gain of Rs 4.25 or 2.12% against its previous closing price of Rs 200.25.

The stock opened at Rs 200.00 during the trading session and touched an intraday high of Rs 208.00 and a low of Rs 195.50. Approximately 49,500 shares have been traded so far.

The company's shares, listed in the BSE 'M' group with a face value of Rs 10 each, recorded a 52-week high of Rs 214.00 on October 6, 2026, and a 52-week low of Rs 137.40 on March 27, 2026. Over the past week, the stock has traded between Rs 195.50 and Rs 214.00. The company's current market capitalisation stands at Rs 319.78 crore.

Regarding shareholding, promoters hold an 18.10% stake in the company, while institutional investors own 0.15%. The remaining 81.75% is held by non-institutional investors.

Strategic MoU with Aditya Birla Chemicals

Organic Recycling Systems (ORSL) has signed a Memorandum of Understanding (MoU) with the Advanced Materials business of Aditya Birla Chemicals (Thailand), a part of the Aditya Birla Group. The agreement aims to develop a sustainable and commercially viable recycling ecosystem for composite materials.

The collaboration will combine Aditya Birla Group's international presence and manufacturing capabilities with ORSL's experience in waste management and recycling. The companies intend to develop scalable solutions that can support the recovery and reuse of materials from composite waste.

Addressing Challenges in Composite Waste Recycling

Composite materials consist of reinforcing fibres combined with liquid epoxy resin and are widely used because of their strength, durability and lightweight properties. These materials play an important role in industries such as renewable energy, transportation, construction, aerospace and industrial manufacturing.

However, recycling conventional thermoset composites remains difficult because their resin structure forms permanent chemical bonds that prevent easy separation and recovery of the constituent materials.

Aditya Birla Chemicals' Recyclamine epoxy technology is designed to address this issue by enabling the separation and recovery of raw materials during the recycling process. These recovered materials can potentially be reused, reducing waste and supporting more sustainable manufacturing practices.

Under the proposed collaboration, ORSL will focus on integrating and optimising recycling processes for different types of composite waste. The initiative will cover conventional epoxy-based materials as well as composites manufactured using Aditya Birla's Recyclamine epoxy system.

The companies aim to establish a closed-loop recycling model that facilitates material recovery and reuse while improving the sustainability of composite manufacturing.

About Organic Recycling Systems

Organic Recycling Systems Limited is an engineering company specialising in environmental solutions and waste management. The company provides services and technologies across different waste categories and multiple stages of the waste management value chain.

Ashoka Buildcon shares were trading at Rs 104.65 on the BSE, gaining Rs 2.60 or 2.55% compared with the previous close of Rs 102.05. The stock opened at Rs 103.95 and recorded an intraday high of Rs 109.80 and a low of Rs 103.95. A total of 104,714 shares had been traded so far.

The company’s stock, listed in the BSE Group 'A' category with a face value of Rs 5 per share, touched its 52-week high of Rs 214.35 on November 4, 2025. Its 52-week low stood at Rs 100.35, recorded on October 9, 2026. During the past week, the stock traded between Rs 100.35 and Rs 109.80.

Ashoka Buildcon’s market capitalisation stood at Rs 2,950.40 crore. The company’s shareholding pattern showed promoter ownership of 54.48%, while institutional and non-institutional investors held 18.43% and 27.10%, respectively.

Company Secures Rs 290.23 Crore North Eastern Railway Contract

Ashoka Buildcon has received a Letter of Acceptance (LoA) worth Rs 290.23 crore, inclusive of GST, from North Eastern Railway. The contract involves designing, supplying, erecting, testing and commissioning traction substations and associated switching posts for a 2x25 KV auto-transformer (AT) traction feeding system.

The project covers the Gorakhpur Cantt–Chhapra Gramin section under the Varanasi Division of North Eastern Railway. It is part of the capacity enhancement programme for electric traction power supply installations and will be executed under the Engineering, Procurement and Construction (EPC) model.

The company is required to complete the project within 24 months from the commencement date.

About Ashoka Buildcon

Ashoka Buildcon operates in India’s infrastructure sector, with a primary focus on developing and operating roads and bridges. The company has experience in executing infrastructure projects under the Build-Operate-Transfer (BOT) model.

Airfloa Rail Technology shares advanced 1.49% on the BSE, trading at Rs 574.00 compared with the previous close of Rs 565.55, marking a gain of Rs 8.45.

The stock opened at Rs 573.40 and touched an intraday high of Rs 580.00, while the day's low stood at Rs 573.40. A total of 2,000 shares had been traded so far.

The BSE Group 'M' stock, with a face value of Rs 10, recorded its 52-week high of Rs 593.85 on September 21, 2026, and its 52-week low of Rs 246.00 on January 21, 2026. Over the past week, the stock traded between Rs 515.00 and Rs 580.00. The company's current market capitalisation stands at Rs 1,355.62 crore.

Regarding shareholding, promoters own 54.20% of the company, while institutional investors hold 1.07%. The remaining 44.73% is held by non-institutional investors.

Strategic MoU to Target Platform Screen Door Projects

Airfloa Rail Technology has entered into a Memorandum of Understanding (MoU) with KTK Group Co. to jointly explore and pursue eligible Platform Screen Door (PSD) projects across India. The partnership is intended to enhance Airfloa's railway equipment manufacturing capabilities through technology sharing, domestic production and project execution.

Under the proposed arrangement, KTK Group will contribute its engineering and technical expertise in platform screen door systems, while Airfloa will leverage its domestic execution capabilities, including project management, installation, testing and commissioning.

The agreement also outlines plans for an India-based manufacturing programme led by Airfloa. This initiative will cover selected mechanical and electrical components used in full-height platform screen door systems.

The collaboration is expected to support the localisation of specialised railway equipment and strengthen Airfloa's domestic manufacturing capabilities, while enabling both companies to pursue suitable railway infrastructure opportunities in the Indian market.

About Airfloa Rail Technology

Airfloa Rail Technology manufactures components used in rolling stock for Indian Railways. Its products are supplied through railway production facilities, including the Integral Coach Factory (ICF) and other coach manufacturing units.

LTM shares were trading at Rs 3,949.95 on the BSE, marking an increase of Rs 28.60, or 0.73%, compared with the previous closing price of Rs 3,921.35.

The stock opened at Rs 3,933.50 and recorded an intraday high of Rs 4,003.20 and a low of Rs 3,921.35. A total of 6,441 shares had been traded on the exchange.

The company belongs to the BSE Group 'A' category and has a face value of Rs 1 per share. Over the past 52 weeks, the stock reached a high of Rs 6,430.00 on January 19, 2026, and a low of Rs 3,529.60 on June 30, 2026.

During the previous week, the share price fluctuated between Rs 3,904.35 and Rs 4,071.15. The company's market capitalisation stood at Rs 1,17,060.12 crore.

Regarding shareholding, promoters held a 68.49% stake in the company. Institutional investors owned 23.13%, while non-institutional investors accounted for 8.37%.

LTM Expands Google Cloud Partnership to Accelerate Enterprise AI Adoption

LTM has broadened its collaboration with Google Cloud to support the faster adoption of Google's Gemini Enterprise platform. The partnership aims to help businesses develop, implement, and expand AI-driven solutions by combining Google's AI capabilities with LTM's industry knowledge, engineering expertise, and global delivery network.

To strengthen this initiative, LTM plans to invest in several key areas, including a dedicated Gemini Enterprise Centre of Excellence (CoE), specialised talent development, enhanced delivery capabilities, and industry-specific AI solutions. These initiatives will also be presented at the upcoming state-of-the-art Gemini Enterprise Customer Experience Centre.

Through these investments, the company intends to help enterprises integrate AI into their operations, automate intelligent workflows, and generate measurable business value from AI adoption at scale.

The expanded collaboration is designed to enable businesses to move beyond limited AI pilot projects and incorporate artificial intelligence into their broader operational strategies. By combining its transformation expertise with Gemini Enterprise, LTM aims to help organisations develop and coordinate AI-powered workflows, deploy intelligent agents, and integrate AI into existing business processes while maintaining appropriate governance, security, and scalability.

About LTM

LTM, formerly known as LTIMindtree, is part of the Larsen & Toubro Group and operates as a global technology services company with a strong focus on artificial intelligence. The company works with large enterprises worldwide, providing integrated operations, digital transformation, and business AI solutions.

Its services aim to help organisations adopt new operating models, improve productivity, and identify new opportunities for business growth through technology and innovation.

JSW Cement shares were trading at Rs 112.95 on the BSE, registering a gain of Rs 0.75 or 0.67% compared with the previous closing price of Rs 112.20.

The stock opened at Rs 112.65 and moved between an intraday high of Rs 113.15 and a low of Rs 110.50. A total of 410,806 shares had been traded on the exchange.

The company's stock, listed in the BSE Group 'A' category with a face value of Rs 10 per share, recorded a 52-week high of Rs 143.35 on October 10, 2025, and a 52-week low of Rs 106.65 on December 4, 2025. During the previous week, the stock traded within a range of Rs 109.90 to Rs 116.95.

JSW Cement's market capitalisation stood at Rs 15,426.47 crore. The company's shareholding pattern showed promoter ownership of 72.02%, while institutional investors held 15.18% and non-institutional investors accounted for 12.81%.

JSW Cement Commissions Additional 1.00 MTPA Grinding Unit in Rajasthan

JSW Cement has commissioned an additional cement grinding unit with a capacity of 1.00 million tonnes per annum (MTPA) at its Nagaur facility in Rajasthan. The latest expansion represents another milestone in the company's capacity-building strategy.

Following the commissioning, JSW Cement's total cement grinding capacity has increased to 25.10 MTPA. Its overall clinker manufacturing capacity, including the capacity of its joint venture, JSW Cement FZC, has reached 9.74 MTPA.

The company entered the North Indian market in March 2026 with the commencement of operations at its Nagaur Integrated Plant. The facility initially comprised a clinkerisation unit with a capacity of 3.30 MTPA and a cement grinding unit with a capacity of 2.50 MTPA.

With the addition of the new grinding unit, the plant's total cement grinding capacity has increased to 3.50 MTPA. This expansion is expected to strengthen the company's supply capabilities and help it meet rising cement demand across Rajasthan, Haryana, Punjab and the National Capital Region (NCR).

The project has been financed through a combination of equity and long-term debt, supporting the company's ongoing infrastructure and capacity expansion plans.

JSW Group's Diversified Business Presence

JSW Cement is part of the JSW Group, a multinational business conglomerate with operations spanning multiple industries. The group's portfolio includes steel, energy, maritime, infrastructure, defence, business-to-business e-commerce, real estate, paints, sports and venture capital.

The latest capacity addition strengthens JSW Cement's manufacturing presence in North India and expands its ability to serve key regional markets.

Shares of Tata Consultancy Services (TCS) gained 4.13% on the BSE, trading at Rs 2,161.00, up Rs 85.75 from the previous closing price of Rs 2,075.25.

The stock opened at Rs 2,088.85 and touched an intraday high of Rs 2,173.55, while its low stood at Rs 2,088.85. A total of 3,601 shares had been traded on the exchange.

The BSE Group 'A' stock, with a face value of Rs 1 per share, recorded a 52-week high of Rs 3,336.70 on February 3, 2026, and a 52-week low of Rs 1,976.00 on July 1, 2026. Over the past week, the stock traded between Rs 2,059.40 and Rs 2,173.55. The company's market capitalisation stood at Rs 7,50,843.61 crore.

Regarding shareholding, promoters held a 71.77% stake in the company, while institutional investors owned 22.53%. Non-institutional investors accounted for the remaining 5.69%.

Q2FY27 Financial Performance

Tata Consultancy Services reported a 19.24% year-on-year increase in standalone net profit to Rs 14,104 crore for the quarter ended September 30, 2026, compared with Rs 11,828 crore in the corresponding quarter of the previous year.

The company's total income on a standalone basis grew by 12.77% to Rs 63,490 crore in Q2FY27, against Rs 56,299 crore reported in the same quarter last year.

Consolidated Results

On a consolidated basis, TCS posted a 14.98% year-on-year rise in net profit to Rs 13,884 crore for the September 2026 quarter, compared with Rs 12,075 crore in the corresponding period of the previous financial year.

Consolidated total income increased by 11.79% to Rs 74,525 crore in Q2FY27, up from Rs 66,666 crore in the year-ago quarter.

The latest quarterly results reflect growth in both standalone and consolidated profitability, alongside an increase in total income.

Lupin is trading at Rs 1953.60 on the BSE, registering a gain of Rs 11.60 or 0.60% compared with its previous close of Rs 1942.00. The stock opened at Rs 1944.55 and recorded an intraday high of Rs 1965.50 and a low of Rs 1942.00. A total of 1,935 shares have been traded so far.

The company's stock, listed in the BSE Group 'A' category with a face value of Rs 2 per share, touched a 52-week high of Rs 2530.00 on 16 July 2026 and a 52-week low of Rs 1900.30 on 28 October 2025.

Over the past week, the stock has traded between Rs 1940.00 and Rs 2035.00. Lupin's current market capitalisation stands at Rs 89,354.46 crore.

Regarding shareholding, promoters hold 46.85% of the company's equity, while institutional investors own 47.07% and non-institutional investors account for the remaining 6.08%.

USFDA Clears Lupin's Phytonadione Injectable Product

Lupin has received approval from the United States Food and Drug Administration (USFDA) for its Abbreviated New Drug Application (ANDA) covering Phytonadione Injectable Emulsion USP, 1 mg/0.5 mL, in a single-dose prefilled syringe.

The approved product has been recognised as bioequivalent to the reference listed drug marketed by International Medication Systems, Limited, with the same strength of 1 mg/0.5 mL.

Phytonadione Injectable Emulsion is indicated for the treatment and prevention of hypoprothrombinemia, a condition associated with reduced blood-clotting ability, as well as vitamin K deficiency.

According to IQVIA data for the 12 months ended August 2026, the product recorded estimated annual sales of $52.3 million in the US market, highlighting its commercial potential.

About Lupin

Lupin is a global pharmaceutical company focused on innovation, with operations spanning the development, manufacturing and marketing of branded and generic medicines, biotechnology products and active pharmaceutical ingredients (APIs). The company serves markets worldwide through its diversified pharmaceutical portfolio.

KEC International is trading at Rs 354.55 on the BSE, registering a gain of Rs 4.70 or 1.34% compared with its previous closing price of Rs 349.85.

The stock opened at Rs 357.25 and moved between an intraday high of Rs 366.50 and a low of Rs 352.95. A total of 1,36,360 shares have been traded so far.

The company's BSE Group 'A' stock, with a face value of Rs 2 per share, recorded a 52-week high of Rs 893.95 on October 14, 2025, and a 52-week low of Rs 348.35 on October 8, 2026. Over the past week, the stock has traded between Rs 348.35 and Rs 380.65.

KEC International currently has a market capitalisation of Rs 9,438.12 crore. Promoters hold a 50.10% stake in the company, while institutional investors own 33.26% and non-institutional investors hold the remaining 16.64%.

Company Wins New Orders Worth Rs 1,030 Crore

KEC International, the flagship infrastructure company of the RPG Group, has announced fresh orders worth Rs 1,030 crore across its various business divisions.

The company's Transmission and Distribution (T&D) segment has secured multiple contracts, including a 400 kV transmission line project in Bhutan, an additional order for a 380 kV transmission line in Saudi Arabia, and the supply of transmission towers, hardware and poles across the Americas.

In the renewable energy segment, KEC International has won an order for a wind power project exceeding 300 MW from a prominent private developer in Southern India.

Meanwhile, the Cables and Conductors division has received several orders from customers in India and international markets, further strengthening the company's order book across its business segments.

About KEC International

KEC International is a global Engineering, Procurement and Construction (EPC) company and a flagship business of the RPG Group. Its operations span several infrastructure sectors, including power transmission and distribution, cables and conductors, railways, water, renewable energy and civil construction.