Stocks to Watch: Infosys, Tata Motors, Paytm, IndusInd Bank, Senco Gold

Earnings Signals and a Jewellery Deal Put These Shares in Focus

A forecast reduction, a sharp profit turnaround and an acquisition proposal give investors several company-specific developments to weigh against uncertain global cues.

Infosys growth comes with a guidance question

Infosys reported a 6.2% rise in second-quarter net profit to ₹7,828 crore, while revenue increased 10.7% to ₹49,244 crore. Financial services and energy and utilities helped support the performance. The company, however, reduced its revenue forecast for 2026-27, making the outlook a key part of how investors assess the results.

The contrast matters: strong reported growth does not by itself settle questions about the pace of business ahead. Investors may focus on the scale and reasons for the forecast change, alongside demand across the businesses that supported the quarter. The available information does not specify the revised forecast or its rationale, so those details should not be assumed.

Tata Motors’ commercial vehicle business returns to profit

Tata Motors’ commercial vehicle business reported consolidated profit attributable to shareholders of ₹1,257 crore in the September quarter, against a loss of ₹867 crore in the year-earlier period. Higher vehicle sales and a sharp reduction in fair-value losses on investments contributed to the turnaround.

The result gives investors two distinct factors to assess: operating performance, reflected in sales, and the effect of investment revaluations. A profit recovery is a notable change from the prior-year loss, but the reported figures alone do not establish how durable it will be. Paytm is also on the day’s results calendar; no quarterly figures are provided in the available information, making its announcement a fresh event rather than a result that can yet be compared here.

IndusInd Bank’s return to profit needs context

IndusInd Bank posted second-quarter net profit of ₹1,242 crore, compared with a loss of ₹437 crore in the same quarter a year earlier. The improvement was supported by a sharp drop in provisions and a rise in total other income.

That mix is important for interpreting the turnaround. Lower provisions and stronger other income helped the bottom line, but investors will want to distinguish those contributors from the underlying trend in the bank’s core business. The supplied figures do not provide further detail on asset quality or recurring income, so the headline profit should be read alongside the full results.

Senco Gold adds a proposed acquisition to its story

Senco Gold has signed agreements to acquire a 68% stake in August Jewellery, which operates the Melorra brand, for ₹68 crore. The transaction places expansion through an acquisition in focus, but the announcement alone does not establish the future contribution of the business to Senco’s results.

Investors may look for details on completion, integration and how the acquired operations fit Senco’s plans. The deal’s strategic value will ultimately depend on execution and the business contribution that follows; neither can be determined from the stated purchase price and stake alone.

Key Highlights

• Infosys delivered higher profit and revenue but lowered its 2026-27 revenue forecast.
• Tata Motors’ commercial vehicle business moved from a year-earlier loss to a ₹1,257 crore profit.
• IndusInd Bank returned to quarterly profit, with lower provisions and higher other income supporting the result.
• Senco Gold agreed to buy a 68% stake in Melorra operator August Jewellery for ₹68 crore.
• Paytm is among the companies scheduled to report results; figures are not included in the available update.
• Weak Asian and US market cues frame the session, while Brent and WTI crude futures slipped.

Investor Note: Treat the day’s developments as company-specific catalysts, not standalone investment signals. Review the full results, guidance and transaction details as they become available, and weigh them against broader market conditions before making decisions.