Stocks to Watch Today, Friday, October 9, 2026: TCS, KEC International, Hexaware Technologies, ITC, Cochin Shipyard

New Delhi, Oct 9: Here are five stocks in focus on Friday, from a 15% profit rise at TCS to fresh orders worth Rs 1,030 crore at KEC International to Hexaware’s multi-year tie-up with Anthropic to a Rs 9,395 crore block deal in ITC to Cochin Shipyard’s order win for more than 40 ships. Here are some key points to note from today’s session. 

Tata Consultancy Services (TCS) 

Tata Consultancy Services (TCS) reported a 15 per cent year-on-year rise in consolidated net profit to Rs 13,884 crore for the September quarter on Thursday. The figure compares with Rs 12,075 crore a year ago and Rs 13,349 crore in the June quarter, a sequential rise of about 4 per cent. 

Operating income increased by 11.22 per cent to Rs 73,188 crore from Rs 65,799 crore, while total expenses rose to Rs 55,887 crore from Rs 49,463 crore. The company added a net 4,258 employees to its workforce, taking its total headcount to 598,056. 

As the first major IT firm to report results this season, TCS could provide a fair indication of what to expect from the sector. Although expenses grew faster than operating income, rising by around 13 per cent compared with income growth of 11.22 per cent, profits increased by 15 per cent. The market is therefore likely to analyse margins and the other income component of the results. TCS carries significant weight in the Nifty IT index, so movements in its share price could affect the broader sector. 

KEC International (KEC) 

KEC International announced on Thursday that it had secured orders worth Rs 1,030 crore across its Transmission & Distribution (T&D), Renewables, and Cables & Conductors businesses. 

Order wins across multiple business segments help diversify the revenue base of this EPC company. The market will be keen to assess the overall order inflow and whether these contracts will help improve the company’s margins. These business segments also have favourable growth prospects as the government looks to expand capacity in these areas. 

Investors will also be watching for an update on the company’s total order bookings for the year. KEC International undertakes projects for various utility companies in India and overseas. 

Hexaware Technologies (HEXT) 

Hexaware Technologies announced that it has entered into a multi-year collaboration with Anthropic. Under the agreement, Hexaware will become a preferred partner in Anthropic’s Claude Partner Network. 

The company will integrate Claude into its Zerovity AI-native engineering platform and AgentVerse. Hexaware’s AgentVerse platform enables the development and governance of more than 600 pre-built AI agents. 

The tie-up builds on Hexaware’s June appointment as an Anthropic authorised reseller for Amazon Bedrock. Anthropic has committed $100 million to the network for training, certification and co-selling. Indian IT firms are building partnerships with AI model makers as clients move AI projects into production, and the company’s shares will be watched for a reaction to the announcement. 

ITC (ITC) 

ITC saw a major block deal on Thursday, with a GQG-linked emerging markets fund selling shares worth about Rs 9,395 crore at Rs 257.35 apiece. That works out to roughly 36.5 crore shares. 

Fidelity, ICICI Prudential Mutual Fund, SBI Mutual Fund and other domestic and foreign investors bought the FMCG company’s shares. Large blocks absorbed by long-term buyers can remove an overhang, though the stock may stay volatile in early trade. Block deals are one-off trades routed through the exchanges, so they do not change the company’s fundamentals. ITC is a heavyweight in the Nifty, so large trades in the stock can also move index sentiment. 

Cochin Shipyard (COCHINSHIP) 

State-owned Cochin Shipyard has secured orders to build more than 40 ships for clients in the US, Germany, Norway and other countries, Shipping Minister Sarbananda Sonowal said on Thursday. 

Shipbuilding orders are executed over several years, so revenue shows up gradually rather than in one quarter. Investors will wait for the company to share order values and delivery timelines. Order inflow is a key number for shipbuilders because revenue depends on a multi-year order book, and the government has been promoting domestic shipbuilding. Investors will track announcements of firm contracts and deliveries over the coming quarters. 

Source

•  Company exchange filings
• news reports