Stocks to Watch Today, October 27, 2025: Kotak Mahindra Bank, Adani Group, Infosys, IRCON and More

On Friday, Nifty 50 fell 96 points or 0.37% to close at 25,795, while Sensex declined 345 points or 0.41% to end at 84,212.

Here are key stocks to watch today: 

Kotak Mahindra Bank

Kotak Bank reported a 3% YoY decline in net profit to ₹3,253 crore for Q2 FY26, slightly below estimates. The drop came due to higher provisions, which rose 43.5% YoY to ₹947 crore. However, net interest income increased 4% to ₹7,311 crore.

Adani Group

The government denied a Washington Post report suggesting it asked LIC to invest $3.9 billion in Adani firms. Officials confirmed that no such directive or communication was issued to LIC.

Infosys

Infosys faces delays in the US due to the ongoing government shutdown. Limited operations at US agencies have slowed regulatory approvals. The company’s ₹18,000-crore buyback, announced in September, still awaits a record date.

Hindustan Unilever (HUL)

HUL plans to focus on high-growth categories and premium products under CEO Priya Nair. The company aims for volume-led growth as commodity prices soften and GST cuts make products more affordable.

Reliance Industries

Reliance Industries and Meta have formed a new joint venture, Reliance Enterprise Intelligence (REIL), under RIL’s AI division. The company will develop and market enterprise AI services in India.

NCC

NCC won a major ₹6,828 crore mining project from Central Coalfields in Jharkhand. The contract involves overburden and coal extraction and is one of the largest in recent quarters.

SBI Cards

SBI Cards posted a 10% YoY rise in net profit to ₹445 crore for Q2 FY26, but missed expectations. Retail and corporate spending rose 17% and 218%, respectively, boosting overall revenue.

Ola Electric

Ola Electric’s board has approved fundraising of up to ₹1,500 crore through various means, including equity or convertible securities, to support its expansion and operations.

Brigade Hotel Ventures

Brigade Hotel Ventures reported a 58% YoY jump in profit to ₹11 crore on steady revenue growth and lower expenses. Total revenue rose 20% to ₹130 crore, supported by strong operational performance.

Also Read, Best Paint Stocks in November 2025!

IRCON International

IRCON, in joint venture with Finolex J-Power Systems, received a ₹168 crore contract from MSETCL for building a 220kV double circuit transmission line in Nagpur Zone.

Conclusion

Markets are likely to be impacted today, with key movements likely in Kotak Mahindra Bank, Reliance, Adani, Infosys, and NCC. Investors should watch for corporate results, project wins, and fundraising updates that could drive stock-specific actions.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.