Earnings momentum and fresh order books are driving market attention this morning. Poonawalla Fincorp surges 2.15% as net profit leaps 405%, while KEC International rallies 5.79% on ₹1,014 crore in new transmission orders.

Bata India Limited

• Management: Vice President Ashish Arora has resigned to pursue new career opportunities, with his final working day set for October 16, 2026.

Bhansali Engineering Polymers

• Capex: The company commissioned a 1,300 KW solar plant at its Satnoor unit, involving a capital expenditure of ₹642.00 lakh to boost renewable energy usage. Stock closed at ₹124.89 in the previous session, up 1.17%.
• Partnership: The project was executed by Grenergy Solar Systems, a partner of Tata Power Solar, aiming to reduce dependence on conventional power sources.

Poonawalla Fincorp

• Earnings: Consolidated net profit soared 405% year-on-year to ₹374.85 crore, beating market estimates of ₹350 crore. Stock closed at ₹447.30 in the previous session, up 2.15%.
• Asset Quality: GNPA declined to 1.20% and NNPA to 0.61% sequentially, while Net Interest Margin expanded by 16 bps QoQ to 9.26%.
• Revenue: Total revenue from operations increased 70.17% YoY to ₹2,624.50 crore, reflecting robust business growth.

Blue Dart Express

• Deal: Signed an MoU with India Post to expand delivery into Tier III and IV towns, leveraging postal infrastructure for better last-mile connectivity. Stock closed at ₹4,560.40 in the previous session, up 0.07%.
• Management: Rabindra Purohit was appointed as VP, Legal, Compliance & Company Secretary effective October 10, 2026, succeeding Tushar Gunderia who continues as Corporate Affairs Counsel until December 31, 2026.

Ashoka Buildcon

• Order Book: Secured a ₹290.23 crore Letter of Acceptance from North Eastern Railway for traction sub-station projects, with a completion period of 24 months. Stock closed at ₹102.02 in the previous session, up 0.61%.
• Debt Management: Redeemed ₹100 crore in commercial papers at maturity on October 7, 2026, settling interest payments of ₹174.44 lakh.

Can Fin Homes

• Earnings: H1FY27 net profit rose 14% YoY to ₹543 crore, with Q2FY27 profit at ₹274.6 crore. Loan assets grew to ₹43,539 crore as of September 30, 2026. Stock closed at ₹718.15 in the previous session, down 0.77%.
• Asset Quality: GNPA remained low at 0.90%, supported by a CRAR of 23.34% and 9% YoY growth in loan disbursements to ₹4,982 crore.

Bajel Projects

• Order Book: Won an EPC order worth over ₹200 crore for constructing 220kV GIS substations in Salsette and Powai, Mumbai. Stock closed at ₹157.26 in the previous session, up 0.40%.
• Corporate Action: Shareholders approved material related party transactions with AnantGrid Projects One Private Limited via postal ballot, with 99.94% of valid votes in favor.

Shilpa Medicare

• Regulatory: Secured European GMP certification for Jadcherla Unit 4 from AGES Austria, covering sterile injections and non-sterile tablets/capsules. Stock closed at ₹1,021.70 in the previous session, down 0.35%.
• Export Growth: The approval, following an inspection in late July 2026, strengthens compliance for European and global export markets.

Hazoor Multi Projects

• Order Book: Bagged NHAI user fee collection contracts in Karnataka worth ₹77.60 crore. Stock closed at ₹16.27 in the previous session, down 4.69%.
• Management: Appointed Ajay Jain as CFO and Nikita Singh Rajawat as Company Secretary effective October 9, 2026, replacing Samir Mahendra Desai who resigned as CFO.

Viviana Power Tech

• Order Book: Secured turnkey contracts worth ₹466.74 crore from MGVCL for power distribution network upgrades. Stock closed at ₹817.85 in the previous session, down 3.14%.

KEC International

• Order Book: Clinched Transmission and Distribution orders worth ₹1,014 crore in India, pushing YTD order intake past ₹9,600 crore. Stock closed at ₹369.85 in the previous session, up 5.79%.

Bottom Line

Infrastructure and financial services are the clear leaders today, fueled by massive order inflows and exceptional earnings beats. While Poonawalla and KEC drive the upside, select small-caps like Hazoor face selling pressure despite new contract wins, highlighting divergent investor sentiment across market caps.