Earnings and order wins dominate the morning watchlist, with Kotak Mahindra Bank seeing heavy institutional activity and Trent hitting a retail milestone. Laser Power & Infra rallies on fresh contracts, while IREDA aligns with national energy goals.

AB Infrabuild

• Order Book: Secured a ₹48.10 crore work order from the Government of Chhattisgarh for EPC construction of grade separators on NH-53. This project targets congestion relief on the Raipur-Durg Road and serves as the sole driver for future revenue visibility given recent consolidated activity levels. Stock closed at ₹12.35 in the previous session, down 1.67%.
• Corporate action: All six resolutions at the 16th AGM passed with over 99.99% approval, including increased borrowing powers and security creation limits under Section 186 of the Companies Act.

Hi-Tech Pipes

• Earnings: Q2FY27 sales volume surged 32% year-on-year to a record 1,65,016 MT, driven by strong demand. H1FY27 volumes rose 29% YoY, reflecting robust operational momentum. Stock closed at ₹70.05 in the previous session, down 1.92%.
• Management: Shareholders unanimously approved all AGM resolutions, including the reappointment of Kamleshwar Prasad as Whole-Time Director with 99.998% votes in favour.

Kotak Mahindra Bank

• Earnings: Net advances jumped 24.7% YoY to ₹5.77 lakh crore in Q2FY27, while total deposits grew 23.2% YoY, showcasing balanced balance sheet expansion.
• Deal: A block trade worth ₹58.87 crore involving approximately 1,382,000 shares was executed on BSE at ₹426.00 per share. Additionally, large-trade signals flagged another ₹69.34 crore worth of shares changing hands at ₹400.30.

Laser Power & Infra

• Order Book: Won a ₹72.76 crore order from Power Grid Corporation for HTLS conductors and reconductoring under the NERES-XXIV scheme, covering 164 circuit-km with a 12-month timeline. Stock closed at ₹267.75 in the previous session, up 1.90%.
• Deal: Secured a separate ₹44 crore Letter of Intent from CESC for EPC work at the Kabitirtha Distribution Station, further bolstering the order book.

Narayana Hrudayalaya

• Deal: Signed an Operation and Management Agreement for Mission of Mercy Hospital in Kolkata, a capital-light deal covering a 100-bed facility on Park Street. Commercial operations may take up to 12 months to commence. Stock closed at ₹1722.40 in the previous session, down 1.09%.
• Regulatory: Received a GST penalty demand of ₹53.15 lakh from Bengaluru authorities regarding corporate guarantees provided to subsidiaries between April 2021 and October 2023; management plans to appeal.

Metropolis Healthcare

• Earnings: Q2FY27 revenue climbed 15% YoY on double-digit volume growth, with TruHealth Wellness and Specialty segments leading the charge. EBITDA margins expanded both year-on-year and quarter-on-quarter. Stock closed at ₹553.60 in the previous session, up 2.92%.

Trent

• Earnings: Standalone revenue rose 23% YoY to ₹5,788 crore in Q2FY27, pushing half-year revenue to ₹11,454 crore. The store network expanded to 1,342 outlets, with Zudio achieving the milestone of its 1,000th store. Stock closed at ₹2580.00 in the previous session, unchanged.

AWL Agri Business

• Earnings: Reported 24% YoY revenue growth for Q2FY27, with the Food & FMCG segment crossing ₹2,000 crore in quarterly revenue for the first time. Emerging categories contributed over 35% to the Food portfolio, growing ~50% YoY. Stock closed at ₹176.15 in the previous session, up 0.41%.

IREDA

• Regulatory: Signed a performance-based MoU with the Ministry of New and Renewable Energy (MNRE) on October 5, 2026, setting strategic FY27 targets aligned with Viksit Bharat goals. Stock closed at ₹109.00 in the previous session, down 1.80%.
• Corporate action: Declared final dividend for FY26 at its 39th AGM after adopting audited financials. Dr. Bijay Kumar Mohanty’s additional CMD charge was extended by three months by the Cabinet Committee.

Bottom Line

The market is reacting positively to tangible execution updates, with order wins driving infrastructure stocks like Laser Power & Infra. Meanwhile, consumer discretionary leaders like Trent and AWL Agri Business continue to demonstrate resilient volume-led growth, keeping earnings momentum intact across sectors.