Overview

• Benchmarks ended the week higher with the Sensex at 81,207 and the Nifty at 24,894, as Bank Nifty outperformed with a gain of over 2%.
• TCS will kick off Q2 earnings on October 9, with the board set to take up results and a possible second interim dividend for FY26.
• Global catalysts in focus include the Federal Reserve’s FOMC minutes on October 8 and the continuing US government shutdown, alongside India–EU FTA talks in Brussels from October 6–10.
• A packed primary market pipeline worth roughly Rs 45,000 crore — led by Tata Capital and LG Electronics — is set to test secondary‑market liquidity in October.
• Flows and stock‑specific cues remain mixed as FPIs were net sellers in September (Rs 23,885 crore), Vedanta reported record alumina output, Lupin’s Pithampur Unit‑2 drew an OAI from the USFDA, and Vodafone Idea appointed Tejas Mehta as CFO effective October 6.