Stocks to Watch Today, Monday 26 Oct 2026: Paytm, Mankind Pharma, Infosys, BPCL, Tata Consumer, ITC Hotels, Kotak Mahindra Bank and Coforge
- October 26, 2026
- Posted by: Ankit Jaiswal
- Category: News
Stocks to watch today on Monday, 26 Oct 2026 include Infosys, which cut its FY27 revenue guidance, BPCL, Coforge, Dr Reddy’s and Kotak Mahindra Bank after their Q2 results, and Paytm, Mankind Pharma, Tata Consumer Products and ITC Hotels, which report during the day. Prices below are data provider figures from about 10:06 to 10:16 AM.
Quick Answer
Stocks to watch today are led by Infosys, whose FY27 revenue growth guidance was cut to 1% to 2% from 1.5% to 3% according to HDFC Sky and Business Standard, even as Q2 profit rose 6.23% to Rs 7,823 crore. BPCL, Coforge, Dr Reddy’s, Shriram Finance, JSW Steel and Kotak Mahindra Bank have reported, while Paytm, Mankind Pharma, Tata Consumer Products, ITC Hotels and REC report today. Share prices moved against some headline numbers, such as Dr Reddy’s up 2.98% after a 36% profit fall and Shriram Finance down 3.96% after a 59% profit rise.
Stocks to watch today are not only about results. Corporate actions such as a buyback at VRL Logistics, an acquisition at Senco Gold and a bond-coupon question at YES Bank also matter, and so does the Jio Platforms allotment for Reliance shareholders.
This list of stocks to watch today gives the news, the numbers and the early price reaction for each name. It is educational and not a recommendation to buy or sell.
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Stocks to Watch Today: Results Already Out
| Stocks to watch today: company | Q2 FY27 result | Price about 10:06 to 10:16 AM |
|---|---|---|
| Infosys | Net profit Rs 7,823 crore, up 6.23%; revenue Rs 49,244 crore, up 10.7%; large deals $5.2 billion | Rs 1,142.75, down 0.96% |
| BPCL | Standalone profit Rs 4,993 crore, down 22.5% year on year; EBITDA Rs 8,971 crore | Rs 286.85, up 1.74% |
| Coforge | Net profit Rs 588.1 crore, up 56.5%; revenue Rs 6,170.8 crore, up 53.6% | Rs 1,912.60, up 0.64% |
| Dr Reddy’s Laboratories | Net profit Rs 913.4 crore, down 36%; revenue Rs 8,670.8 crore, down 1.5% | Rs 1,266.20, up 2.98% |
| Kotak Mahindra Bank | Consolidated profit up 26% to Rs 5,645 crore | Rs 440.00, up 2.21% |
| Shriram Finance | Consolidated profit up 59% to Rs 3,684 crore | Rs 830.75, down 3.96% |
| JSW Steel | Profit attributable to owners up 225.3% to Rs 5,279 crore | Rs 1,220.00, up 2.91% |
| IndusInd Bank | Profit Rs 1,242 crore against a loss of Rs 437 crore | Rs 853.05, up 2.16% |
| Netweb Technologies | Profit Rs 137 crore, up 60.6% on the quarter; order book Rs 2,629 crore | Rs 4,170.00, down 3.82% |
The table shows why stocks to watch today need more than a headline. Dr Reddy’s profit fell 36% mainly on lower lenalidomide sales in North America, yet the stock gained, perhaps because investors had already priced in the lenalidomide erosion. Shriram Finance fell despite a 59% profit rise. I could not find a reported reason for that fall, so treat the move as a market reaction to expectations.
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Infosys: The Guidance Cut Among the Stocks to Watch Today
Infosys is the biggest name among the stocks to watch today. It reported a consolidated net profit of Rs 7,823 crore against Rs 7,364 crore a year ago, and revenue of Rs 49,244 crore, up 10.7%. The company cut its FY27 constant-currency revenue growth guidance to 1% to 2% from 1.5% to 3%, citing pricing pressure from intense competition and clients seeking higher productivity. AI revenue grew 29% on the quarter to $540 million, and large deal wins were $5.2 billion.
Of the stocks to watch today, Infosys opened near Rs 1,115, about 3.4% below Friday’s close of Rs 1,153.80, and traded at Rs 1,142.75 around 10:06 AM (my calculation, data provider figures). The company also announced an interim dividend of Rs 26 per share with a 3 Nov record date, as reported by Whalesbook and NewsBytes.
BPCL, Coforge and Netweb: Detail Behind the Stocks to Watch Today
| Stocks to watch today: company | Key detail |
|---|---|
| BPCL | Gross refining margin rose to $32.53 a barrel from $10.78; a five-month freeze on retail fuel price revisions cut marketing earnings |
| Coforge | FY27 EBIT margin guidance raised to 16% from 15.5%; order intake $1.04 billion including eight large deals |
| Netweb Technologies | AI systems were 58.4% of revenue and the order book stood at Rs 2,629 crore |
| Dr Reddy’s | Watch the pace of lenalidomide erosion and timelines for semaglutide and an abatacept biosimilar |
BPCL’s profit rose from a loss of Rs 3,962 crore in the previous quarter, but it was 22.5% below the Rs 6,443 crore of a year earlier. Coforge’s revenue growth reflects the Encora acquisition, so integration is a point to watch. These details explain why BPCL and Coforge are among the stocks to watch today.
Results Due Today Among the Stocks to Watch Today
| Stocks to watch today: company | Price about 10:06 AM | Valuation (data provider, trailing) |
|---|---|---|
| Paytm | Rs 1,625.50, up 0.58% | Price to earnings 159.45 against an industry level of 116.28 |
| Mankind Pharma | Rs 2,255.60, up 1.94% | Price to earnings 44.29 against 35.66 |
| Tata Consumer Products | Rs 931.30, down 3.38% | Price to earnings 57.87 against 32.65 |
| ITC Hotels | Rs 157.17, up 0.59% | Price to earnings 37.46 against 37.06 |
| REC | Rs 294.70, up 0.26% | Price to earnings 4.82; dividend yield 6.32% |
| APL Apollo Tubes | Rs 2,071.00, up 1.83% | Results due today |
| Ather Energy | Rs 1,385.60, up 0.41% | Loss-making; results due today |
BofA expects Paytm to report Q2 revenue of Rs 2,641 crore, up 28% year on year, EBITDA of Rs 263 crore and profit of Rs 271 crore, with a Buy rating, according to an Asianet report dated 6 Oct. REC’s board meets to approve results and to consider a second interim dividend, but no amount has been announced. A trailing yield of 6.32% is the data provider’s figure for the past year and not a forecast. REC and Paytm are the two stocks to watch today for dividend and growth readers.
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Corporate Actions in the Stocks to Watch Today
| Stocks to watch today: company | News | Price about 10:16 AM |
|---|---|---|
| VRL Logistics | Buyback of up to 87.5 lakh shares at Rs 320 each, total up to Rs 280 crore; open 27 Oct to 2 Nov | Rs 266.40, up 2.42% |
| Senco Gold | To buy a 68% stake in August Jewellery (Melorra) for Rs 68 crore | Rs 306.25, down 0.99% |
| YES Bank | Has not decided on coupons on AT-1 bonds; evaluating a Supreme Court judgment | Rs 15.75, down 0.32% |
| KEC International | Turnkey orders worth Rs 2,872 crore for 765 kV lines from Power Grid | Rs 332.40, up 1.42% |
| NMDC | Scouting critical minerals; wants at least 20% of revenue from non-iron ore | Rs 66.53, up 0.27% |
| Reliance Industries | Jio Platforms allotment due; listing on 28 Oct | Rs 1,193.00, up 0.25% |
The VRL Logistics buyback price of Rs 320 is about 20% above the current price of Rs 266.40 (my calculation), but buybacks are usually accepted only in part, so the effective benefit depends on the acceptance ratio. Among the stocks to watch today, the KEC order is about 10% of a rough annual order base, but I do not have the company’s order book figure, so I have not made that comparison.
Market Context for the Stocks to Watch Today
The stocks to watch today open against a mixed backdrop. The Nifty traded near 22,654 around 10:06 AM after closing at 22,600 on Friday, and the Sensex was near 73,320. Brent crude near $115 and the Fed meeting on 27 and 28 Oct keep the tone cautious, so the stocks to watch today may react more to company news than to the index.
The Infosys guidance cut is the clearest sector signal in this list. It tells investors that IT pricing and client budgets remain under pressure, and the Infosys guidance cut will be compared with Coforge’s raised margin outlook over the coming sessions. Because the Infosys guidance cut came with a higher dividend payout, the stock opened weak and then recovered part of the fall.
BPCL Q2 results show how oil marketing earnings depend on policy as much as on crude. The BPCL Q2 results show a strong refining margin, yet the freeze on retail fuel price revisions limits marketing margins, so the BPCL Q2 results should be read with the crude price in mind. The BPCL Q2 results also swung from a loss in the previous quarter, which flatters the quarter-on-quarter comparison.
Paytm results today are the main event for fintech names among the stocks to watch today. The Paytm results today will be judged against BofA’s estimate of Rs 271 crore profit, and any miss on revenue or margin could weigh on a stock priced at a high multiple. If the Paytm results today arrive after market hours, the price reaction will come on Tuesday, and that is true for the other stocks to watch today that report late.
A practical way to use the stocks to watch today is to sort them into three groups: names where the news is already in the price, names where the result is still due, and names where a corporate action sets a date. Infosys and BPCL sit in the first group, Paytm and Mankind Pharma in the second, and VRL Logistics in the third.
How to Use This List of Stocks to Watch Today
- Separate the number from the reaction. Dr Reddy’s and Shriram Finance moved opposite to profit.
- Check guidance for each of the stocks to watch today. Infosys cut and Coforge raised guidance, and guidance often drives the price more than the quarter.
- Watch results due later among the stocks to watch today. Paytm, Mankind Pharma, Tata Consumer and ITC Hotels may gap on the next session.
- Check valuation before adding any of the stocks to watch today to a watchlist. A high price to earnings leaves less room for disappointment.
- Mind the market mood around the stocks to watch today. The Nifty fell 2.36% last week and the Fed meets on 27 and 28 Oct.
Conclusion
Stocks to watch today start with Infosys, whose guidance cut overshadowed a 6.23% profit rise, and include BPCL, Coforge, Kotak Mahindra Bank and Dr Reddy’s after results, and Paytm, Mankind Pharma, Tata Consumer, ITC Hotels and REC reporting during the day. Read the numbers, the guidance and the valuation, and decide according to your own risk profile. The stocks to watch today may change by the afternoon, so recheck prices before you act.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
Frequently Asked Questions
Which are the top stocks to watch today, 26 Oct 2026?
Ans. Among the stocks to watch today are Infosys after its guidance cut, BPCL, Coforge, Dr Reddy’s, Kotak Mahindra Bank, Shriram Finance and JSW Steel after results, and Paytm, Mankind Pharma, Tata Consumer Products, ITC Hotels and REC, which report today. Corporate actions at VRL Logistics, Senco Gold and YES Bank are also in focus.
What did Infosys announce?
Ans. Infosys reported a Q2 net profit of Rs 7,823 crore, up 6.23%, and revenue of Rs 49,244 crore, up 10.7%. It cut its FY27 revenue growth guidance to 1% to 2% from 1.5% to 3%, and announced an interim dividend of Rs 26 per share. The stock traded near Rs 1,142.75 around 10:06 AM.
Why did BPCL profit fall year on year?
Ans. BPCL’s standalone profit was Rs 4,993 crore, down 22.5% from Rs 6,443 crore a year ago, as a five-month freeze on retail fuel price revisions held back marketing earnings despite higher costs. Gross refining margin was $32.53 a barrel, up from $10.78 in the previous quarter.
Which companies report Q2 results today?
Ans. Paytm, Tata Consumer Products, Mankind Pharma, ITC Hotels, REC, Bank of Maharashtra and Indian Overseas Bank report on 26 Oct, and reports also name Ather Energy, Dalmia Bharat and APL Apollo Tubes. Please check exchange filings for the final schedule.
What is the VRL Logistics buyback?
Ans. VRL Logistics plans to buy back up to 87.5 lakh shares at Rs 320 per share for up to Rs 280 crore, with the offer open from 27 Oct to 2 Nov. Acceptance in a buyback is usually partial, so shareholders should read the offer document.
Why did Dr Reddy’s rise after a profit fall?
Ans. Dr Reddy’s profit fell 36% to Rs 913.4 crore on lower lenalidomide sales in North America, but the market may have priced in the lenalidomide erosion in advance. The stock rose about 2.98% around 10:16 AM.
Is this list of stocks to watch today investment advice?
Ans. No. This list of stocks to watch today is educational. The figures are from news reports and data providers and may change. Please check the filings and your own risk profile before you invest.
Is this article investment advice?
Ans. No. It is educational and not a recommendation to buy or sell. Please check the figures against company filings and your own risk profile before you act on anything you read here.
