The stocks to watch today, 29 October 2026, are led by a heavy batch of September quarter (Q2 FY27) results that landed on Wednesday, 28 October. Bandhan Bank, TVS Motor, Vedanta and JSW Energy posted sharp profit growth, while Hero MotoCorp, Pidilite and United Spirits reported softer margins or profits. Kaynes Technology and SAIL are in the F&O ban today.
Key Takeaways
- Bandhan Bank’s Q2 net profit rose to Rs 622 crore from Rs 112 crore a year ago as provisions fell.
- TVS Motor’s standalone profit rose 52% to Rs 1,377 crore on record quarterly sales of 1.9 million units.
- Vedanta reported consolidated PAT of Rs 6,202 crore; Adani Ports raised its FY27 revenue and EBITDA guidance.
- Pidilite’s EBITDA margin fell to 20.4% from 23.9%; United Spirits’ profit slipped 2.1%.
- Kaynes Technology (95.67% MWPL) and SAIL (85.00%) are in the F&O ban for 29 October 2026.
Stocks in News Today: Summary Table
| Stock | Why in news | FII / DII holding % (Jun → Sep 2026) | Block/bulk deal | F&O ban | Event today |
|---|---|---|---|---|---|
| Bandhan Bank | Q2 profit Rs 622 cr vs Rs 112 cr | FII 18.64→17.16%; DII 27.47→29.27% | None found | No (MWPL 84.22%) | First session after Q2 |
| TVS Motor | Q2 profit up 52%; finance arm demerger | FII 20.45→21.39%; DII 21.12→20.30% | None found | No | First session after Q2 |
| Vedanta | Q2 PAT Rs 6,202 cr; record EBITDA | FII 15.78→15.78%; DII 10.83→10.69% | None found | No | First session after Q2 |
| Hero MotoCorp | Standalone profit up 4.5% | FII 31.09→32.22%; DII 24.26→23.84% | None found | No | First session after Q2 |
| Adani Enterprises | Profit down 55%, revenue up 75% | FII 8.77→10.66%; DII 9.34→10.62% | None found | No | First session after Q2 |
| Adani Ports | Profit up 18%; guidance raised | FII 15.58→15.95%; DII 13.60→13.26% | None found | No | First session after Q2 |
| Pidilite | Revenue up 21%, margin down | FII 11.69→12.42%; DII 9.81→9.21% | None found | No | First session after Q2 |
| JSW Energy | Profit up 50%; fund raise plan | FII 11.41→10.91%; DII 16.16→16.68% | None found | No | First session after Q2 |
| United Spirits | Profit down 2.1% | FII 12.89→12.85%; DII 17.14→17.65% | None found | No | First session after Q2 |
| HUL | Volume growth 7%; profit flat to up 4% | FII 9.50→9.26%; DII 16.92→17.05% | None found | No | First session after Q2 |
Bandhan Bank: Q2 Profit Jumps to Rs 622 Crore
Bandhan Bank reported Q2 FY27 net profit of Rs 622 crore against Rs 112 crore a year earlier, according to The Economic Times. Provisions fell 38% as asset quality improved, and net interest income (NII, the gap between interest earned and interest paid) rose 14%, as per Moneycontrol and Rediff reports dated 28 October.
Institutional data: FII holding fell to 17.16% in the Sep 2026 quarter from 18.64% in Jun 2026, while DII holding rose to 29.27% from 27.47%. No bulk or block deal found on 28 October. Not in the F&O ban, but MWPL (market-wide position limit) use stood at 84.22%.
What to watch: MWPL use is above 80%. A move past 95% would put the stock in the ban list.
TVS Motor: Profit Up 52%, Finance Arm Demerger Announced
TVS Motor’s standalone net profit rose 52% to Rs 1,377 crore from Rs 904 crore, and revenue climbed 44% to Rs 17,103 crore, per its 28 October filing reported by NDTV Profit. Quarterly sales hit a record 1.9 million units, and electric two-wheeler sales rose 133% to 186,186 units. Moneycontrol reported that the company also announced a demerger of its consumer finance business.
Institutional data: FII holding rose to 21.39% (Sep 2026) from 20.45% (Jun 2026); DII holding eased to 20.30% from 21.12%. No bulk or block deal found. Not in the F&O ban.
What to watch: Details of the demerger structure, share entitlement ratio and timeline in the company’s filings.
Vedanta: Record EBITDA After Demerger
Vedanta posted consolidated PAT of Rs 6,202 crore for the September 2026 quarter, against Rs 2,471 crore a year ago, with record EBITDA of Rs 9,938 crore, according to Business Standard. NDTV Profit noted that profit attributable to shareholders was Rs 3,650 crore, down 33.3% from the June quarter, because the June quarter still included businesses that were demerged on 1 May.
Institutional data: FII holding was unchanged at 15.78% in Sep 2026 and Jun 2026; DII holding slipped to 10.69% from 10.83%. No bulk or block deal found. Not in the F&O ban.
What to watch: How the market reads the year-on-year jump against the sequential fall in attributable profit.
Hero MotoCorp: Revenue Up 21%, Standalone Profit Up 4.5%
Hero MotoCorp’s standalone net profit rose to Rs 1,456 crore from Rs 1,393 crore, and revenue grew 21% to Rs 14,687 crore with an EBITDA margin of 13.4%, as per NDTV Profit. The Economic Times reported consolidated profit up 41% at Rs 1,861 crore. CNBC-TV18 said profit missed its poll estimate while revenue beat it on scooter demand.
Institutional data: FII holding rose to 32.22% (Sep 2026) from 31.09% (Jun 2026); DII holding dipped to 23.84% from 24.26%. No bulk or block deal found. Not in the F&O ban.
What to watch: The gap between standalone and consolidated profit.
Adani Enterprises: Profit Down 55% on High Base
Adani Enterprises’ consolidated net profit fell 55% to Rs 1,492 crore, while revenue from operations rose 75% to Rs 37,216 crore, as per Moneycontrol. Business Standard said EBITDA rose 62% and the fall in profit came from a high year-ago base. CNBC-TV18 reported copper segment revenue of Rs 14,772 crore against Rs 1,359 crore a year ago.
Institutional data: FII holding rose to 10.66% (Sep 2026) from 8.77% (Jun 2026), and DII holding rose to 10.62% from 9.34%. No bulk or block deal found. Not in the F&O ban.
What to watch: Both FII and DII stakes rose in the September quarter.
Adani Ports: Profit Up 18%, FY27 Guidance Raised
Adani Ports and SEZ reported consolidated net profit of Rs 3,682 crore, up 18%, with EBITDA up 23% to Rs 6,807 crore, according to Business Standard (PTI). The company raised FY27 revenue guidance to Rs 44,000 to 46,000 crore and EBITDA guidance to Rs 26,000 to 27,000 crore. NDTV Profit put profit attributable to owners at Rs 3,622 crore.
Institutional data: FII holding rose to 15.95% (Sep 2026) from 15.58% (Jun 2026); DII holding fell to 13.26% from 13.60%. No bulk or block deal found. Not in the F&O ban.
What to watch: Capex guidance was also raised to Rs 15,000 to 17,000 crore.
Pidilite Industries: Strong Sales, Thinner Margins
Pidilite’s revenue rose 20.9% to Rs 4,298 crore, and net profit rose 6.2% to Rs 615 crore, as per NDTV Profit. EBITDA rose only 3.2% to Rs 878 crore, and the EBITDA margin fell to 20.4% from 23.9% because of material inflation. CNBC-TV18 reported the stock closed 4.13% lower at Rs 1,392 on BSE before the results.
Institutional data: FII holding rose to 12.42% (Sep 2026) from 11.69% (Jun 2026); DII holding fell to 9.21% from 9.81%. No bulk or block deal found. Not in the F&O ban.
What to watch: Management commentary on raw material costs and pricing.
JSW Energy: Profit Up 50%, Board Clears Fund Raise
JSW Energy’s profit attributable to shareholders rose 50% to Rs 1,056 crore from Rs 705 crore, and revenue rose 23% to Rs 6,368 crore, according to NDTV Profit and CNBC-TV18. The board approved raising up to Rs 5,000 crore through non-convertible debentures and will seek shareholder approval to raise up to Rs 6,000 crore through eligible securities. Installed capacity reached 15,147 MW as of 5 October.
Institutional data: FII holding fell to 10.91% (Sep 2026) from 11.41% (Jun 2026); DII holding rose to 16.68% from 16.16%. No bulk or block deal found. Not in the F&O ban.
What to watch: Net debt stood at about Rs 65,576 crore on 30 September, so finance costs remain a key line.
United Spirits: Profit Slips 2.1%
United Spirits’ net profit fell 2.1% to Rs 462 crore from Rs 472 crore, while net sales value rose 2.8% to Rs 3,258 crore, as per CNBC-TV18 and NDTV Profit. The Prestige and Above segment grew, but the Popular segment declined.
Institutional data: FII holding was nearly flat at 12.85% (Sep 2026) against 12.89% (Jun 2026); DII holding rose to 17.65% from 17.14%. No bulk or block deal found. Not in the F&O ban.
What to watch: Segment mix trends in the premium portfolio.
Hindustan Unilever: Volume Growth at 7%
HUL’s profit attributable to owners rose 3.9% to Rs 2,790 crore, and revenue from operations grew 14.5% to Rs 18,226 crore, as per Business Standard. Underlying volume growth was 7%. A PTI report said consolidated profit was steady at Rs 2,796 crore against a base that included a Rs 273 crore one-off tax gain.
Institutional data: FII holding eased to 9.26% (Sep 2026) from 9.50% (Jun 2026); DII holding rose to 17.05% from 16.92%. No bulk or block deal found. Not in the F&O ban.
What to watch: Whether volume growth holds into the December quarter.
F&O Ban List Today
Two stocks are in the F&O ban for Thursday, 29 October 2026, based on NSE data of 28 October reported by Quantsapp and Moneycontrol. Kaynes Technology enters the ban, and SAIL stays in it. In a ban, traders cannot open fresh futures and options positions; they can only reduce existing ones. See our guide to delta-based open interest and the F&O ban.
| Stock | Status on 29 Oct 2026 | MWPL used |
|---|---|---|
| Kaynes Technology | In ban (new entry) | 95.67% |
| SAIL | In ban (retained) | 85.00% |
| Manappuram Finance | Near ban | 89.70% |
| Bandhan Bank | Near ban | 84.22% |
| LIC Housing Finance | Near ban | 83.52% |
| Inox Wind | Near ban | 83.48% |
FII and DII Data Context
In the cash market on 28 October 2026, FIIs bought Rs 16,835 crore and sold Rs 15,963 crore, a net purchase of Rs 872 crore. DIIs bought Rs 17,241 crore and sold Rs 16,598 crore, a net purchase of Rs 643 crore. These are provisional figures. See the full table on our FII DII data today page and the long-term trend on our FII and DII data home page.
Results due today, as per our Stock Events Calendar, include Asian Paints, Coal India, Trent, IndiGo and Ambuja Cements, and Shriram Finance has a record date for its Rs 6.50 interim dividend. For global cues and GIFT Nifty, read the Pre-Market Report for 29 October 2026.
Frequently Asked Questions
Which are the stocks to watch today, 29 October 2026?
Key names include Bandhan Bank, TVS Motor, Vedanta, Hero MotoCorp, Adani Enterprises, Adani Ports, Pidilite, JSW Energy, United Spirits and HUL after their Q2 FY27 results on 28 October.
Which stocks are in the F&O ban today?
Kaynes Technology (95.67% MWPL) and SAIL (85.00% MWPL) are in the F&O ban for 29 October 2026, based on NSE data of 28 October.
What was the FII and DII net flow on 28 October 2026?
Provisional data shows FIIs were net buyers of Rs 872 crore and DIIs were net buyers of Rs 643 crore in the cash market.
Why does FII and DII holding change matter for stocks in news?
It shows whether foreign and domestic institutions raised or cut their stake over the quarter, which adds context to how a stock reacts to news.
The Bottom Line
Today’s stocks in news show a split earnings picture: lenders, two-wheeler makers and power producers reported strong growth, while consumer names such as Pidilite and United Spirits faced margin or demand pressure. FIIs and DIIs were both net buyers on 28 October. Traders should note the two F&O ban stocks and the names close to the limit before the session.
Sources: Economic Times (Bandhan Bank); NDTV Profit (TVS Motor); Business Standard (Vedanta); NDTV Profit (Hero MotoCorp); Moneycontrol (Adani Enterprises); Business Standard (Adani Ports); CNBC-TV18 (Pidilite); CNBC-TV18 (JSW Energy); NDTV Profit (United Spirits); PTI via Rediff (HUL); Quantsapp F&O ban list; Moneycontrol trade setup; Screener.in shareholding pattern pages; Trendlyne bulk and block deals.
Disclaimer: This article is for educational and informational purposes only and is not investment advice. FIIAndDIIData.com is not a SEBI-registered investment adviser or research analyst. Please consult a SEBI-registered adviser before investing.
