Stocks to Watch Today, Monday, October 5, 2026: Nykaa, Infosys, DLF, Bajaj Finance, Shyam Metalics and Energy

Mumbai, Oct 5: Here are five stocks in focus on Monday, from late-twenties revenue growth for Nykaa to a sharp ADR rally for Infosys to a complete sell-out of The Aureva for DLF to a ₹17,500 crore capital raise for Bajaj Finance to a ₹50,000 crore steel MoU for Shyam Metalics and Energy. Here are some key points to note from today’s session. 

Nykaa (NYKAA) 

FSN E-commerce Ventures, the operator of Nykaa, informed that it expects net revenue for the September quarter to grow year-on-year in the range of the low 20s. Gross Merchandise Value (GMV) is expected to grow in the range of the upper 20s, while Net Sales Value (NSV) is expected to grow in the range of the lower 30s. 

Fashion continues to show strong momentum, with NSV growing in the range of the upper 40s, while Beauty is expected to grow in the range of the upper 20s. The company added 14 net new stores to its portfolio, taking its total store count to 338. Like-for-like (LFL) growth in the range of the low 20s was the best recorded in the last six quarters. 

The company believes that some of the festive demand has shifted to Q3 from Q2, as most of the festive period falls between October and December. 

Infosys (INFY) 

Infosys ADR jumped almost 8 per cent in pre-market trade on Oct 1, as its peer company Accenture beat Q4 expectations and provided positive revenue guidance for FY27. 

Accenture’s quarterly revenue came in at $18.7 billion, up 7 per cent on a local-currency basis and above expectations of $18.04 billion. The company guided for FY27 revenue growth of 3-6 per cent on a local-currency basis. 

Infosys ADR rose as much as 8.44 per cent to touch $11.63. Wipro ADR also jumped around 7.5 per cent. The Nifty IT index gained 2.2 per cent on Thursday and will be closely watched as domestic IT companies are set to announce their earnings this week, with analysts expecting a cautious tone for the July-September quarter. 

DLF (DLF) 

DLF has achieved a sellout of The Aureva, its premium residential offering located in Sector 63, Gurugram. The Aureva is aimed at the retirement segment and comprises a total of 172 residences.The entire inventory, comprising 4BHK apartments located in a single tower, has been sold, generating sales of around Rs 1,985 crore, or an average of around Rs 11.5 crore per home. The Aureva is adjacent to the company’s other luxury offering, The Arbour, which was launched in pre-formal mode in 2023 and was sold out within three days, generating over Rs 8,000 crore in sales. 

DLF mentioned that The Aureva offers a blend of wellness, hospitality, medical and community interface on a plot of approximately 4 acres. The company has positioned it as a luxury retirement destination, a segment that has been overlooked by the luxury market. 

Bajaj Finance (BAJFINANCE) 

The board of Bajaj Finance on Thursday approved raising up to ₹11,700 crore through a qualified institutions placement (QIP) and ₹5,800 crore through a preferential issue of warrants convertible into an equivalent number of equity shares to promoter Bajaj Finserv, taking the total to up to ₹17,500 crore. Both proposals are subject to regulatory and shareholder approvals, which the company will seek at an extraordinary general meeting. The warrants will help Bajaj Finserv maintain its 51.30 per cent stake. It is the lender’s first equity fundraising since its ₹10,000 crore raise in November 2023, and the stock has fallen about 10 per cent over the past month, so the pricing and timing of the QIP will be watched by institutional investors. 

Shyam Metalics and Energy (SHYAMMETL) 

Shyam Metalics and Energy has entered into a non-binding Memorandum of Understanding (MoU) with the Government of Maharashtra to set up a 9 MTPA greenfield integrated steel complex in Chandrapur, involving a proposed investment of ₹50,000 crore. The project, to be developed in phases, will include pelletisation, sintering, coke making, blast furnace, direct reduced iron, steel melting and continuous casting facilities, with a first phase of 3.75 MTPA of finished steel. The company expects the complex to generate about 30,000 jobs and plans to initiate it in FY2026-27. As the MoU is non-binding, it is a statement of intent, so investors will track funding plans and definitive agreements. 

Source

•  Company exchange filings
• CNBC-TV18
• Business Today, Entrackr