Stocks to Watch: Key Highlights for Investors
The Indian stock market is currently witnessing a phase of consolidation after a strong rally in October, with corporate earnings and trade developments emerging as key drivers. Several companies are poised to be in the spotlight due to recent news, financial results, and strategic developments. Here's a concise overview of stocks to watch: SBI, Adani Ent, Bharti Airtel, Titan, Vodafone Idea and Cipla.
State Bank of India (SBI)
State Bank of India (SBI) is set to announce its Q2 results on November 4. While analysts anticipate a potential drop in profit after tax (PAT) in the range of ₹17,700-18,800 crore, representing a 2-17% year-over-year (YoY) decrease, the bank's loan growth remains robust at 11.7-12% YoY. Net Interest Income (NII) is expected to be flat to 2.7% lower YoY, with Net Interest Margins (NIM) contracting to 2.6-2.8%.
SBI's stock has demonstrated positive momentum, gaining 1.52% over the last five trading sessions and reaching a 52-week high of ₹948.70 on November 3. In October 2025, SBI received recognition as the World's Best Consumer Bank 2025 and Best Bank in India 2025 from Global Finance. The bank also plans to hire approximately 3,500 officers to strengthen operations and enhance service delivery nationwide.
Adani Enterprises
Adani Enterprises' board is scheduled to meet on November 4 to consider a fundraising plan via equity and to approve the second-quarter earnings. The Odisha government has approved 33 investment proposals worth ₹1.46 lakh crore, including Adani Enterprises Limited's coal-to-chemical project.
Bharti Airtel
Bharti Airtel reported a robust 89% surge in its second-quarter profit, reaching ₹67.92 billion, driven by subscriber additions and upgrades to higher-margin 4G and 5G plans. The company's consolidated revenue increased by 26% to INR 521,454 million. Airtel's industry-leading average revenue per user (ARPU) rose 10% year on year to ₹256 in the quarter, with 4G and 5G users surging 8.4%. Furthermore, Bharti Airtel is planning to increase its stake in Indus Towers by up to 5%. The special committee of directors has approved this acquisition, which may occur in multiple tranches, subject to market conditions and legal compliance.
Titan
Titan Company reported a substantial 59% YoY increase in consolidated net profit to ₹1,120 crore for Q2, surpassing estimates. Consolidated revenue rose 22% to ₹16,649 crore, driven by strong growth in the jewellery segment. The company's Q2 results reflect a strong festive season tailwind, particularly in the jewellery division. Titan has also successfully redeemed non-convertible debentures (NCDs) worth ₹1,250 crore, along with an interest payment of ₹96.87 crore, demonstrating strong financial management.
Vodafone Idea
Vodafone Idea (Vi) shares experienced a surge after the Supreme Court provided clarity on the Adjusted Gross Revenue (AGR) dues. The apex court allowed the government to decide on both additional and total outstanding liabilities, easing investor concerns. This decision allows for a broader review of the company's debt, potentially aiding its financial stability and reducing market uncertainty. Private equity firm Tillman Global Holdings (TGH) is reportedly in negotiations to invest $4-6 billion in Vi and assume operational control. On November 4, 2025, Vodafone Idea clarified that no proposal requiring disclosure is currently being considered by the board.
Cipla
Cipla's Q2 results showcased a 4% YoY growth in net profit to ₹1,351 crore and an 8% rise in revenue to ₹7,589 crore. The company is set to fully acquire Inzpera Healthscience for approximately ₹110.65 crore, a move aimed at strengthening its presence in the pediatric healthcare segment. Achin Gupta will become the new CEO effective January 1st.
Disclaimer: This article is for informational purposes only and should not be considered as financial advice. Investors should consult with certified experts before making any investment decisions.
