Stocks to Watch Today: October 14, Analyzed

Key Points

• Inflation fell sharply, easing concerns about the economy.
• US stocks rallied after positive news about China.
• Tech Mahindra, Cyient DLM, and Bank of Maharashtra are key stocks.
• LG Electronics India IPO listed today.
• HCL Technologies reported flat profits but increased revenue.
• Several companies announced dividends and new contracts.

The stock market on Tuesday, October 14th, is expected to have a muted start. Investors are closely watching several important developments, including inflation data and company earnings. Inflation figures came in lower than expected, which is generally good news for the economy.

US stocks had a strong day after positive news regarding trade talks between the United States and China. This boosted investor confidence and led to a significant rebound in stock prices.

Several companies released their Q2 earnings reports, providing valuable insights into their performance. Tech Mahindra, Cyient DLM, and Bank of Maharashtra were among the stocks to watch, as were LG Electronics India, which saw its IPO listed, and HCL Technologies, which reported strong revenue growth despite flat profits.

Strategic acquisitions and contract wins also played a role. Lodha Developers acquired land in Bengaluru, while KEC International secured large orders. Other companies, such as Uniparts India and Highway Infrastructure, announced significant developments and new projects. Furthermore, regulatory actions, like the SEBI fine against 5Paisa Capital, added to the market’s complexity.

Here are the top stocks to watch today:

• Tech Mahindra: Q2 results released, showcasing revenue growth.
• Cyient DLM: Released Q2 results, showcasing revenue growth.
• Bank of Maharashtra: Q2 results released, showcasing revenue growth.
• GTPL Hathway: Q2 results released.
• ICICI Lombard General Insurance: Q2 results released.
• Aditya Birla Money: Q2 results released.
• Persistent Systems: Q2 results released.
• ICICI Pru Life Insurance: Q2 results released.
• Thyrocare Technologies: Q2 results released.
• LG Electronics India: LG Electronics India IPO listed.
• HCL Technologies: Q2 profit flat at ₹4,235 crore; revenue up 10.7 per cent Y-o-Y to ₹31,942 crore. EBIT rose 3.5 per cent to ₹5,550 crore, margin slipped to 17.4 per cent. Declared interim dividend of ₹12/share. Deal wins grew 15.8 per cent to $2.57 billion. FY26 guidance: 3–5 per cent constant currency growth; Ebit margin 17–18 per cent.
• KEC International: Secured new T&D orders worth ₹1,174 crore in India and the Middle East; YTD order intake now ₹14,000 crore.
• Lodha Developers: Acquired 8.37 acres in Bengaluru via 100 per cent buyout of Chaitanya Bilva for ₹499.6 crore.
• Anand Rathi Wealth: Q2 profit surged 31 per cent Y-o-Y to ₹99.9 crore; revenue rose 22.6 per cent to ₹297.4 crore. Declared ₹6 interim dividend.
• Just Dial: Q2 profit declined 22.5 per cent Y-o-Y to ₹119.4 crore; revenue up 6.4 per cent to ₹303.1 crore; other income dropped 35.5 per cent.
• Oil India: Signed long-term gas supply pact with NEEPCO for 15 years. Completed upgradation of Numaligarh–Siliguri pipeline, boosting capacity from 1.77 to 5.5 MMTPA.
• KFin Technologies: Completed $34.68 million investment in Ascent Fund Services, acquiring a 51 per cent controlling stake.
• Uniparts India: Announced special interim dividend of ₹22.5 per share; record date set for October 23.
• Eicher Motors: Chief Growth Officer (EV) Mario Alvisi to step down by December 31, 2025. Company to integrate EV brand and commercial teams for faster growth.
• Anant Raj: Raised ₹1,100 crore via QIP, allotting 1.66 crore shares at ₹662 each.
• JD Cables: Purchased land in Hooghly for ₹10.45 crore and placed ₹5.72 crore machinery orders for its conductor unit.
• Highway Infrastructure: Received ₹25.26 crore NHAI order to operate eight-lane expressway between Bundi and Kota districts, Rajasthan.
• Landmark Cars: Q2 revenue jumped 30.5 per cent Y-o-Y to ₹1,655 crore; vehicle sales up 35 per cent to ₹1,403 crore.
• 5Paisa Capital: SEBI fined the company, its Director & CFO, and ex-CEO ₹3 lakh for OBPP compliance violations.

Ultimately, investors are navigating a complex market with varied signals, requiring careful consideration of individual company performance and broader economic trends.