The stocks to watch today, Thursday 5 November 2026, are led by a heavy batch of September quarter (Q2 FY27) results declared after market hours on 4 November. BSE, Nykaa, Dabur, Lenskart, NHPC and Apollo Hospitals reported higher year-on-year profit, while PI Industries posted a sharp decline. Kaynes Technology and SAIL remain in the F&O ban, and Bharti Airtel, M&M, ONGC and Titan are due to report later today.
Key Takeaways
- BSE net profit rose 44.9% YoY to Rs 809 crore, though it fell 7.4% from the June quarter.
- Nykaa profit nearly tripled to Rs 101 crore; PI Industries profit fell about 70% to Rs 122 crore.
- Dabur declared an interim dividend of Rs 3.50 per share with a record date of 10 November.
- Kaynes Technology and SAIL are in today’s F&O ban list.
- FIIs bought a net Rs 7,284 crore in the cash market on 4 November, while DIIs sold Rs 3,712 crore.
Stocks in News Today: Summary Table
| Stock | Why in news | FII/DII holding change (Jun to Sep 2026 qtr) | Block/bulk deal (4 Nov) | F&O ban | Event today |
|---|---|---|---|---|---|
| BSE | Q2 profit up 44.9% YoY | FII 21.32% to 17.10%; DII 24.15% to 25.89% | None reported | No | None |
| Nykaa | Q2 profit Rs 101 cr; Simply Nam deal | FII 13.73% to 15.65%; DII 24.08% to 22.35% | None reported | No | None |
| Dabur India | Q2 profit up 11.7%; dividend | FII 9.66% to 9.60%; DII 18.60% to 18.12% | None reported | No | Record date 10 Nov |
| PI Industries | Q2 profit down 70.1% | FII 14.83% to 14.79%; DII 31.50% to 31.39% | None reported | No | None |
| Lenskart | Q2 profit Rs 227 cr vs Rs 102 cr | FII 12.76% to 18.26%; DII 23.56% to 26.81% | None reported | No | None |
| Apollo Hospitals | Q2 revenue up 23% | FII 41.49% to 43.19%; DII 23.72% to 22.07% | None reported | No | None |
| NHPC | Q2 profit up 51.7% | FII 12.29% to 13.17%; DII 14.54% to 14.26% | None reported | No | None |
| Aurobindo Pharma | Q2 profit up 32.8% | FII 16.38% to 17.41%; DII 25.05% to 24.37% | None reported | No | None |
| Premier Energies | Q2 revenue up 43.3% | FII 7.92% to 7.12%; DII 17.97% to 18.88% | None reported | No | None |
| Apollo Tyres | Margin squeeze; new CFO; NCDs | FII 10.09% to 10.08%; DII 29.05% to 33.33% | None reported | No | None |
BSE: Profit Up 44.9% YoY, Down From June Quarter
BSE reported Q2 FY27 net profit of Rs 809.15 crore, up 44.9% from Rs 558.4 crore a year earlier, according to Zee Business and CNBC-TV18. Revenue rose 34.1% YoY to Rs 1,433 crore and the EBITDA margin stood at 68.7%. On a sequential basis, profit fell 7.4% from Rs 874 crore and revenue fell 8.5%.
Institutional data: FPI holding fell to 17.10% in the Sep 2026 quarter from 21.32% in Jun 2026; DII holding rose to 25.89% from 24.15%. No block/bulk deal reported. Not in F&O ban.
What to watch: The quarter-on-quarter dip versus the yearly growth, and the four-point drop in FPI holding.
Nykaa: Profit Nearly Triples, Board Approves Simply Nam Stake Buy
FSN E-Commerce Ventures (Nykaa) posted consolidated Q2 net profit of Rs 101 crore against Rs 34 crore a year ago, as reported by NDTV Profit and Zee Business. Revenue grew 28.1% to Rs 3,006 crore and EBITDA margin widened to 8.7% from 6.8%. The board also approved buying an 82% stake in Simply Nam for up to Rs 33 crore.
Institutional data: FPI 15.65% in Sep 2026 quarter vs 13.73% in Jun 2026; DII 22.35% vs 24.08%. No block/bulk deal reported. Not in F&O ban.
What to watch: Completion terms of the Simply Nam acquisition and margin trend in the fashion vertical.
Dabur India: Profit Up 11.7%, Rs 3.50 Interim Dividend
Dabur’s consolidated net profit rose 11.7% YoY to Rs 505.5 crore and revenue grew 11.6% to Rs 3,563 crore, per Business Today and NDTV Profit. India FMCG grew 10.7% with underlying volume growth of 5.5%, and the international business grew 20%. EBITDA margin eased to 17.8% from 18.4%. The board declared an interim dividend of Rs 3.50 per share.
Institutional data: FPI 9.60% in Sep 2026 quarter vs 9.66% in Jun 2026; DII 18.12% vs 18.60%. No block/bulk deal reported. Not in F&O ban.
What to watch: Record date for the dividend is 10 November; payment is scheduled from 25 November.
PI Industries: Profit Falls 70%, Margin Halves
PI Industries reported Q2 net profit of Rs 122 crore, down 70.1% from Rs 409 crore, and below the Rs 272 crore estimate cited by Zee Business. CNBC-TV18 reported the same decline. Revenue fell 9.1% to Rs 1,702 crore, EBITDA dropped about 57% to Rs 233 crore, and the margin contracted to 13.7% from 28.9%.
Institutional data: FPI 14.79% in Sep 2026 quarter vs 14.83% in Jun 2026; DII 31.39% vs 31.50%. No block/bulk deal reported. Not in F&O ban.
What to watch: Management commentary on export demand and margin recovery.
Lenskart: Profit More Than Doubles to Rs 227 Crore
Lenskart Solutions posted Q2 net profit of Rs 227 crore against Rs 102 crore a year ago, with revenue up 35.7% to Rs 2,845 crore, according to NDTV Profit and CNBC-TV18. EBITDA rose 50% to about Rs 622 crore and the margin improved to 21.9% from 19.8%.
Institutional data: FPI 18.26% in Sep 2026 quarter vs 12.76% in Jun 2026; DII 26.81% vs 23.56%. No block/bulk deal reported. Not in today’s F&O ban list.
What to watch: Whether the sharp rise in institutional holding continues in the next shareholding filing.
Apollo Hospitals: Revenue Up 23%, Margin Improves
Apollo Hospitals reported Q2 revenue of Rs 7,615 crore, up 23% YoY, with EBITDA up 28.8% to Rs 1,191 crore and margin at 15.6% versus 14.9%. NDTV Profit put net profit at Rs 630 crore, up 32.1%, while CNBC-TV18 reported PAT of Rs 660 crore.
Institutional data: FPI 43.19% in Sep 2026 quarter vs 41.49% in Jun 2026; DII 22.07% vs 23.72%. No block/bulk deal reported. Not in F&O ban.
What to watch: Profit growth in the pharmacy and digital segments.
NHPC: Profit Jumps 51.7%
NHPC’s consolidated Q2 profit rose 51.7% to Rs 1,549 crore from Rs 1,021 crore, and revenue grew 33.2% to Rs 4,483 crore, as reported by NDTV Profit and CNBC-TV18. EBITDA margin expanded to 64.2% from 60.2%.
Institutional data: FPI 13.17% in Sep 2026 quarter vs 12.29% in Jun 2026; DII 14.26% vs 14.54%. No block/bulk deal reported. Not in F&O ban.
What to watch: Hydro generation data and project commissioning updates.
Aurobindo Pharma: Profit Up 32.8%
Aurobindo Pharma reported Q2 net profit of Rs 1,126 crore, up 32.8% from Rs 848 crore, on revenue of Rs 10,263 crore, up 23.9%, per CNBC-TV18 and ScanX. EBITDA margin was 21% versus 20.3%.
Institutional data: FPI 17.41% in Sep 2026 quarter vs 16.38% in Jun 2026; DII 24.37% vs 25.05%. No block/bulk deal reported. Not in F&O ban.
What to watch: US generics pricing commentary on the earnings call.
Premier Energies: Revenue Up 43.3%, Margin Lower
Premier Energies posted Q2 net profit of Rs 458 crore, up about 30% from Rs 353 crore, with revenue up 43.3% to Rs 2,632 crore, according to NDTV Profit and CNBC-TV18. EBITDA margin slipped to 28% from 30.5%.
Institutional data: FPI 7.12% in Sep 2026 quarter vs 7.92% in Jun 2026; DII 18.88% vs 17.97%. No block/bulk deal reported. Not in today’s F&O ban list.
What to watch: Solar module pricing and capacity expansion plans.
Apollo Tyres: Profit Up 13%, Margin Falls; New CFO
Apollo Tyres reported Q2 net profit of Rs 292 crore, up 13.3%, on revenue of Rs 7,968 crore, up 16.6%, per NDTV Profit and CNBC-TV18. EBITDA fell 16.2% to Rs 855 crore and the margin dropped to 10.7% from 14.9%. The company named Ravi Kumar Shingari as CFO and approved raising Rs 1,000 crore through NCDs (non-convertible debentures).
Institutional data: FPI 10.08% in Sep 2026 quarter vs 10.09% in Jun 2026; DII 33.33% vs 29.05%. No block/bulk deal reported. Not in F&O ban.
What to watch: Raw material cost trends and the NCD issue timing.
F&O Ban List Today
According to the 5paisa NSE ban list dated 5 November 2026, two stocks are in the F&O ban: Kaynes Technology (MWPL 121.22%) and SAIL (MWPL 80.94%). A stock stays in the ban until open interest falls below 80% of its MWPL, which is why SAIL remains in the list. Kaynes FPI holding was 6.08% in the Sep 2026 quarter vs 5.82% in Jun 2026, and SAIL’s was 7.30% vs 7.09% (Screener.in). Read how the new rules work in our guide on delta-based open interest and the F&O ban.
FII and DII Data Context
In the cash market on 4 November 2026, FIIs were net buyers of Rs 7,284 crore (buy Rs 21,607 crore, sell Rs 14,323 crore), while DIIs were net sellers of Rs 3,712 crore. This was the fourth straight session of FII net buying. Track the daily numbers on our FII DII data today page and the full FII and DII data dashboard. For today’s results line-up, including Bharti Airtel, M&M, ONGC and Titan, and the Navin Fluorine dividend record date, see the Stock Events Calendar. Our Pre-Market Report for 5 November 2026 covers global cues and GIFT Nifty.
Frequently Asked Questions
Which are the stocks to watch today, 5 November 2026?
Key names are BSE, Nykaa, Dabur, PI Industries, Lenskart, Apollo Hospitals, NHPC, Aurobindo Pharma, Premier Energies and Apollo Tyres after their Q2 FY27 results on 4 November. Kaynes Technology and SAIL are in the F&O ban.
Which stocks are in the F&O ban list today?
Kaynes Technology and SAIL are in the F&O ban for 5 November 2026, as per the 5paisa NSE ban list. New F&O positions are not allowed in these stocks while they stay in the ban.
What was the FII and DII data on 4 November 2026?
FIIs bought a net Rs 7,284 crore and DIIs sold a net Rs 3,712 crore in the cash market on 4 November 2026, as per provisional exchange data.
What is the record date for Dabur’s interim dividend?
Dabur has fixed 10 November 2026 as the record date for its interim dividend of Rs 3.50 per share, with payment scheduled from 25 November.
The Bottom Line
The stocks in news today show a split results season: consumer, healthcare and power names reported strong growth, while PI Industries saw profit fall sharply as margins halved. Institutional holding data adds context, with notable FPI moves in BSE and Lenskart and a large DII increase in Apollo Tyres. Traders should check exchange filings and today’s results from Bharti Airtel, M&M, ONGC and Titan before forming any view.
Sources: Zee Business; NDTV Profit; CNBC-TV18; Business Today; ScanX; 5paisa NSE ban list; Trendlyne bulk and block deals; Screener.in shareholding pattern.
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.
