Stocks to watch today, 4 November 2026, are led by September quarter (Q2 FY27) results that came out on Tuesday. State Bank of India (SBI) beat estimates, Lupin reported lower profit, and MCX, Solar Industries and Global Health (Medanta) posted strong growth.
Other stocks in news today include Coal India and Asian Paints, whose dividend record date is today. Business Standard reported GIFT Nifty 53 points lower at 23,710.5 at 7:45 AM, with Japan’s Nikkei down 3.2%.
Key Takeaways
- SBI Q2 FY27 net profit rose 14.28% to Rs 23,038 crore; gross NPA eased to 1.39%.
- Lupin profit fell 22.19% to Rs 1,155.30 crore on an exceptional item, while revenue grew.
- MCX profit rose to Rs 454.57 crore from Rs 197.47 crore a year ago.
- Coal India (Rs 10.25) and Asian Paints (Rs 5.75) have their interim dividend record date today.
- FIIs bought a net Rs 6,857 crore and DIIs sold a net Rs 3,959 crore on 3 November 2026.
Stocks in News Today: Summary Table
| Stock | Why in news | FII/DII holding (Sep 2026 vs Jun 2026 qtr) | Block/bulk deal | F&O ban | Event today |
|---|---|---|---|---|---|
| SBI | Q2 profit up 14.28% | FII 11.07% vs 10.81%; DII 26.21% vs 26.52% | None reported | No | None |
| Lupin | Q2 profit down 22.19% | FII 23.28% vs 22.42%; DII 23.78% vs 24.65% | None reported | No | None |
| MCX | Q2 profit more than doubles | FII 27.06% vs 29.85%; DII 55.16% vs 50.80% | None reported | No | None |
| Solar Industries | Q2 profit up about 80% | FII 6.13% vs 6.39%; DII 13.55% vs 13.36% | None reported | No | None |
| Global Health (Medanta) | Q2 profit up 38%; new hospital | FII 9.92% vs 9.46%; DII 17.01% vs 16.89% | None reported | No | None |
| Bata India | Q2 profit Rs 18 crore | FII 5.75% vs 6.38%; DII 26.17% vs 27.22% | None reported | No | None |
| Coal India | Rs 10.25 interim dividend | FII 9.59% vs 10.37%; DII 23.44% vs 22.20% | None reported | No | Record date |
| Asian Paints | Rs 5.75 interim dividend | FII 13.76% vs 13.32%; DII 20.50% vs 20.70% | None reported | No | Record date |
| Kaynes Technology | In F&O ban | FII 6.08% vs 5.82%; DII 12.47% vs 11.78% | None reported | Yes (89.4% MWPL) | None |
| SAIL | In F&O ban | FII 7.30% vs 7.09%; DII 16.49% vs 16.87% | None reported | Yes (84.1% MWPL) | None |
SBI: Q2 Profit Rises 14% as Provisions Fall
State Bank of India reported Q2 FY27 net profit of Rs 23,038 crore, up 14.28% year on year and above the market estimate of Rs 22,619 crore, as per Business Standard on 3 November 2026. Net interest income (NII, the gap between interest earned and paid) rose nearly 15% to Rs 49,413 crore. Profit included a Rs 7,288 crore gain from selling part of its stake in SBI Funds Management. Gross NPA fell to 1.39% and net NPA to 0.36%. The shares closed 1.77% lower at Rs 969.55 on BSE on results day.
Institutional data: FII holding 11.07% in the Sep 2026 quarter vs 10.81% in Jun 2026; DII 26.21% vs 26.52%. Block/bulk deal: none reported. F&O ban: no.
What to watch: The bank kept its credit growth guidance at 14% to 15% and deposit growth guidance at 10% to 11%.
Lupin: Profit Falls 22% on Exceptional Item
Lupin reported consolidated net profit of Rs 1,155.30 crore for Q2 FY27, down 22.19% from Rs 1,484.83 crore, according to a Business Standard (PTI) report dated 4 November 2026. Revenue from operations rose to Rs 7,827.26 crore from Rs 7,047.51 crore. US sales grew 9.3% to Rs 3,020.2 crore and India sales grew 14.7% to Rs 2,383.6 crore. The report said an exceptional item pulled profit down. Whalesbook also reported the profit decline and Rs 7,827 crore revenue.
Institutional data: FII holding 23.28% (Sep 2026) vs 22.42% (Jun 2026); DII 23.78% vs 24.65%. Block/bulk deal: none reported. F&O ban: no.
What to watch: Details of the exceptional item and the remaining provision for US antitrust settlements. A US subsidiary settled one matter for Rs 316.28 crore in the first half.
MCX: Profit More Than Doubles
Multi Commodity Exchange of India (MCX) reported consolidated net profit of Rs 454.57 crore for the September 2026 quarter, against Rs 197.47 crore a year earlier, as per Whalesbook on 3 November 2026. Revenue from operations rose to Rs 799.66 crore from Rs 374.23 crore. The profit figure matches the board meeting outcome reported by Investywise.
Institutional data: FII holding fell to 27.06% (Sep 2026) from 29.85% (Jun 2026), while DII holding rose to 55.16% from 50.80%. Block/bulk deal: none reported. F&O ban: no.
What to watch: The shift from FII to DII ownership in the September quarter, and volume trends in commodity derivatives.
Solar Industries: Profit Up About 80%
Solar Industries India reported Q2 consolidated net profit of Rs 620 crore against Rs 345 crore a year earlier, a 79.7% rise, as per Sahi on 3 November 2026. Business Today put profit at Rs 650 crore against Rs 361 crore and revenue at Rs 3,519 crore, up 69%. Both reports show growth of about 80%. Sahi said the order book stood at Rs 20,178 crore, down from Rs 21,350 crore in the previous quarter.
Institutional data: FII holding 6.13% (Sep 2026) vs 6.39% (Jun 2026); DII 13.55% vs 13.36%. Block/bulk deal: none reported. F&O ban: no.
What to watch: The quarter-on-quarter dip in the order book and the profit figure in the exchange filing, given the gap between the two reports.
Global Health (Medanta): Profit Up 38%, New 500-Bed Hospital
Global Health, which runs Medanta hospitals, reported Q2 FY27 net profit of Rs 219.14 crore, up 38.3% from Rs 158.40 crore, per Medical Buyer and Whalesbook. Revenue from operations rose to Rs 1,469.04 crore from Rs 1,099.28 crore. The board approved Rs 997 crore for a 500-bed hospital in Ghaziabad, to be built in phases over three to four years with internal accruals and debt.
Institutional data: FII holding 9.92% (Sep 2026) vs 9.46% (Jun 2026); DII 17.01% vs 16.89%. Block/bulk deal: none reported. F&O ban: no.
What to watch: Funding mix and timeline for the Ghaziabad project.
Bata India: Profit Rises, Margin Slips
Bata India reported Q2 net profit of Rs 18 crore, with revenue up 7.6% to Rs 862 crore, as per the Business Standard stocks to watch report of 4 November 2026. EBITDA (operating profit) was nearly flat at Rs 144 crore and the margin fell to 16.7% from 18%. Business Standard put profit growth at 38.5%, while the Upstox results blog headline reported profit up 30% to Rs 18 crore.
Institutional data: FII holding 5.75% (Sep 2026) vs 6.38% (Jun 2026); DII 26.17% vs 27.22%. Block/bulk deal: none reported. F&O ban: no.
What to watch: The lower EBITDA margin despite higher revenue.
Coal India: Dividend Record Date Today
Coal India declared a second interim dividend of Rs 10.25 per share for FY27, with Wednesday, 4 November 2026 as the record date, as per PSU Connect (29 October 2026) and our Stock Events Calendar. Payment is due on or before 27 November 2026. Under T+1 settlement, the record date and ex-date fall on the same day, so the share price adjusts for the dividend today.
Institutional data: FII holding 9.59% (Sep 2026) vs 10.37% (Jun 2026); DII 23.44% vs 22.20%. Block/bulk deal: none reported. F&O ban: no.
What to watch: The ex-dividend price adjustment at the open.
Asian Paints: Interim Dividend Record Date Today
Asian Paints approved an interim dividend of Rs 5.75 per share (face value Rs 1) for the year ending 31 March 2027, with 4 November 2026 as the record date, as reported by Investywise on 29 October 2026 and shown in our Stock Events Calendar. The dividend will be paid on or after 13 November 2026.
Institutional data: FII holding 13.76% (Sep 2026) vs 13.32% (Jun 2026); DII 20.50% vs 20.70%. Block/bulk deal: none reported. F&O ban: no.
What to watch: The ex-dividend adjustment today. Godrej Consumer Products (Rs 5) also has its record date today.
F&O Ban List Today
As per the ban list for trade date 3 November 2026, Kaynes Technology (89.4% of market-wide position limit, or MWPL) and SAIL (84.1%) remained in the F&O ban. In a ban, traders cannot add fresh positions in that stock’s futures and options. Near the ban: Bandhan Bank (87.4%), Manappuram Finance (84.9%), LIC Housing Finance (84.0%), Ambuja Cements (83.1%) and Inox Wind (81.7%). Confirm the final NSE list before the open.
A stock enters the ban above 95% of MWPL and exits only when open interest falls below 80%. We explain the rules in our guide to delta-based open interest under SEBI rules.
FII and DII Data Context
On Tuesday, 3 November 2026, FIIs bought Rs 20,285 crore and sold Rs 13,428 crore in the cash market, a net purchase of Rs 6,857 crore. DIIs bought Rs 14,529 crore and sold Rs 18,488 crore, a net sale of Rs 3,959 crore. This was the third straight session of FII net buying, after Rs 3,599 crore on 30 October and Rs 3,115 crore on 2 November.
See our FII DII data today page and the longer trend on our FII and DII data home page. Results due today include Apollo Hospitals, Dabur India, Power Finance Corporation, Biocon, Aurobindo Pharma and Zydus Lifesciences; see the Stock Events Calendar for the full list, and the Pre-Market Report for 4 November 2026 for the opening setup.
Frequently Asked Questions
What are the stocks to watch today, 4 November 2026?
Key names include SBI, Lupin, MCX, Solar Industries, Global Health and Bata India after Q2 results, and Coal India and Asian Paints on their dividend record date.
Which stocks are in the F&O ban list today?
For trade date 3 November 2026, Kaynes Technology and SAIL were in the ban. Check NSE for the final list.
What was the FII and DII activity on 3 November 2026?
FIIs were net buyers of Rs 6,857 crore and DIIs were net sellers of Rs 3,959 crore in the cash market, as per NSE provisional data.
Do I get the Coal India dividend if I buy shares today?
No. Under T+1 settlement the record date and ex-date are the same day, so shares must have been bought by the previous session to be on the record date list.
The Bottom Line
The stocks in news today are mostly driven by Q2 FY27 results: higher profits at SBI, MCX, Solar Industries and Global Health, and a profit decline at Lupin. Coal India and Asian Paints trade ex-dividend today.
Strong FII buying on Tuesday is useful context, but each company’s filing and management commentary matter more for its own shares.
Sources: Business Standard (SBI); Business Standard (Lupin); Business Standard (stocks to watch); Whalesbook (MCX); Investywise (MCX); Sahi; Business Today; Medical Buyer; Whalesbook (Global Health); PSU Connect; Investywise (Asian Paints); Gale ban list; Trendlyne bulk and block deals; Screener.in.
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.
