Ahead of the Reserve Bank of India’s monetary policy meeting, market participants are concentrating on rate‑sensitive stocks, with the central bank widely expected to lift the repo rate by 25 basis points to 5.50%, the first hike since February 2023. The domestic stock market is anticipated to open gap‑down on Wednesday, October 7, with GIFT NIFTY futures signalling a 123‑point lower opening for the NIFTY50 index. Investors are closely monitoring the RBI’s commentary on future rate paths and liquidity management, as higher borrowing costs could impact loan demand and financing costs across real estate, auto, consumer durables and NBFC sectors.

Titan Company, the leading jewellery and watchmaker, is likely to remain in focus as it reported a 25% year‑on‑year growth in its consumer businesses for Q2 FY27, adding 78 stores on a net basis during the quarter. The company’s combined retail network stood at 3,758 stores as of September 2026, with domestic businesses growing 22% YoY and international business expanding 97% YoY. These figures underscore Titan’s robust retail expansion amid a tightening monetary environment.

Utkarsh Small Finance Bank posted a 54.9% year‑on‑year surge in total disbursements to ₹3,525 crore in Q2 FY27, up from ₹2,275 crore in Q2 FY26. On a sequential basis, disbursements rose 4.6% QoQ from ₹3,370 crore in the preceding quarter. The bank’s gross loan portfolio grew to ₹20,063 crore in Q2 FY27, up 2.3% QoQ from ₹19,610 crore in Q1 FY27, reflecting a steady expansion of credit amid a higher repo rate environment.

Godrej Consumer Products announced that its Indonesia arm has expanded, opening the first phase of a new manufacturing facility in the Kendal Special Economic Zone. The facility, part of an approximately ₹250 crore (IDR 500 billion) investment, covers 2.5 hectares of a 5.5‑hectare site and is dedicated to household insecticides, strengthening the company’s manufacturing footprint to serve the Indonesian market and support exports.

HCL Technologies is expected to attract investor attention following the announcement of a ₹500 crore expansion of HCL IT City in Lucknow, which will create fresh capacity of up to 9.5 lakh square feet to house 4,500 technology professionals. The expansion coincides with the launch of the HCL‑GUVI Emerging Technology Centre, aimed at equipping students and professionals in the region with skills in artificial intelligence, data analytics and emerging technologies, as the company marks the 10th anniversary of its operations.

Mphasis is poised for investor focus after signing a £35.4 million deal with Social Security Scotland to manage and maintain its benefits management platform. The collaboration extends Mphasis’s partnership with the Scottish government, ensuring reliable access to vital benefits services. Meanwhile, other companies such as Blue Dart, NTPC, and NBCC are also in the spotlight for strategic moves ranging from logistics collaborations to coal procurement and stalled project tenders, reflecting a broader market focus on operational resilience amid a tightening monetary backdrop.