26 October 2026 Punjab Khabarnama Bureau : Indian stock markets are tracking a fresh set of corporate earnings, regulatory developments and order wins on Monday, October 26, 2026. Infosys, Kotak Mahindra Bank, Lupin, KEC International, Bank of India, Coforge, Bharat Coking Coal, DCB Bank, Netweb Technologies and Apollo Micro Systems are among the companies investors are watching.
The latest developments include second-quarter financial results, a large transmission and distribution order, and an update from the US Food and Drug Administration concerning Lupin’s manufacturing facility in Goa. Investors are also assessing the broader market environment amid elevated crude oil prices and uncertainty over global economic conditions.
Infosys
Infosys reported a 6.2% year-on-year increase in consolidated net profit to ₹7,823 crore for the September quarter. Revenue rose 10.7% to ₹49,244 crore, while earnings before interest and taxes increased 10.4% to ₹10,330 crore. The company’s operating margin remained at 21%.
The IT services company expects constant-currency revenue growth of 1–2% for the financial year 2026–27, with an operating margin target of 20–22%. Investors will assess the results and the company’s growth outlook amid changing demand conditions in the global technology sector.
Kotak Mahindra Bank
Kotak Mahindra Bank reported a 29.5% year-on-year rise in standalone net profit to ₹4,212 crore. Net interest income increased 15.7% to ₹8,459 crore, while operating profit grew 21.1% to ₹6,382.2 crore.
The bank also reported an improvement in asset quality. Gross non-performing assets declined to 1.04% from 1.18% in the previous quarter, while net NPAs fell to 0.24% from 0.27%. Investors will monitor the sustainability of earnings growth and changes in the bank’s loan portfolio.
Lupin
Shares of Lupin are in focus after the US FDA completed an inspection of the company’s Goa manufacturing facility between October 19 and October 23. The inspection concluded with one observation recorded in a Form 483.
Investors will watch for further details about the observation and the company’s response. The issuance of a Form 483 does not, by itself, constitute a final regulatory determination, and the potential implications will depend on the nature of the observation and subsequent corrective action.
KEC International
KEC International secured turnkey orders worth ₹2,872 crore in its transmission and distribution business from Power Grid Corporation of India. The contracts cover the design, supply and installation of 765-kilovolt transmission lines.
The order win is a key development for the engineering and infrastructure company. Investors will track the execution schedule, the company’s order book and its ability to deliver projects within expected timelines.
Bank of India
Bank of India reported a 25.4% year-on-year increase in standalone net profit to ₹3,202.4 crore for the September quarter. Net interest income rose 18.5% to ₹7,007.2 crore, while operating profit climbed 33.2% to ₹5,089 crore.
Gross NPAs declined to 1.60% from 1.81% in the previous quarter, and net NPAs fell to 0.42% from 0.51%. However, provisions and contingencies increased 80.7% year-on-year to ₹797.4 crore, a factor investors may examine alongside the improvement in asset quality.
Coforge
Coforge posted a 56.5% year-on-year rise in consolidated net profit to ₹588.1 crore. Revenue increased 53.6% to ₹6,170.8 crore for the September quarter.
The company’s latest performance puts its growth trajectory and demand for IT services under investor scrutiny. Market participants will also assess margins, deal wins and management commentary for clues about future business momentum.
Bharat Coking Coal
Bharat Coking Coal reported a profit of ₹123.74 crore for the September quarter, compared with a loss of ₹53 crore in the corresponding period last year. Revenue grew 39% year-on-year to ₹4,412.6 crore.
Investors will monitor the company’s earnings performance alongside developments in the coal sector, demand from industrial customers and operational conditions.
DCB Bank
DCB Bank recorded a 28.3% year-on-year increase in net profit to ₹236 crore. Net interest income rose 17.3% to ₹699 crore, while operating profit increased 26% to ₹383 crore.
Gross NPAs improved to 2.29% from 2.43% in the previous quarter, and net NPAs declined to 0.73% from 0.84%. These figures will be relevant as investors assess the bank’s profitability and asset quality.
Netweb Technologies
Netweb Technologies India reported a 334.8% year-on-year jump in net profit to ₹136.7 crore. Revenue increased 335.7% to ₹1,323.3 crore.
The sharp increase in reported earnings and revenue has drawn attention to the company’s latest quarterly performance. Investors will look for further details on business demand, revenue sustainability and operating performance.
Apollo Micro Systems
Apollo Micro Systems reported a 55.7% year-on-year increase in consolidated net profit to ₹48.4 crore. Revenue rose 72.3% to ₹388.1 crore.
The company’s quarterly results are likely to remain a key focus for investors following its performance in defence and electronic systems. Market participants will assess future order execution and the sustainability of growth.
Market Outlook
The ten stocks are attracting attention for different reasons, ranging from earnings growth and asset quality to regulatory updates and new contracts. However, company-specific developments may not translate directly into gains in share prices, particularly when broader market sentiment is weak.
Investors will also monitor crude oil prices, foreign investment flows and global economic developments for their potential impact on Indian equities. The focus during Monday’s session will remain on how the market responds to the latest corporate disclosures and whether the reported results meet expectations.