DAIL Y MOVERS AND SHAKERS

(01-OCT-2026)

- Stocks are restricted only to the components of the NSE 500 Index

SECTORAL MOVERS AND SHAKERS (01-OCT)

Auto Sector (Down -3.46%) – September auto number s across passenger vehicles and two -

wheelers were below expectations on weak rural demand. Tractors saw sharp contraction, hinting

at weak Rabi output this year.

Metals & Mining (Down -2.35%) – Metal stocks were vulnerable to global headwinds. A mix of

global triggers like rising US bond yields, and weak global demand raised concerns. Also, strong

dollar, put pressure on most metal stocks on Thursday.

Cement Sector (Down -2.30%) – Rising crude prices and fuel costs are a risk to operating margins

of cement companies, where fuel is a major cost component. Leaders like Ultratech are also facing

pressure on pricing power.

STOCK MOVERS AND SHAKERS (01-OCT) #

Schneider Electric (up +6.20%) – French parent company unveiled software -defined medium

voltage switchgear for AI data centres. Positive outlook for India data centre business.

IDBI Bank (up +5.96%) – The rally came after reports of Fairfa x Holdings sweetening its bid for

60.72% of IDBI Bank, closer to what the government has been targeting for divestment.

Transformers & Rectifiers (up +5.15%) – The boost came after the government allocated ₹1.36

trillion to interstate transmission infrastructure, with TARIL being a big beneficiary.

Welspun Living (up +5.13%) – Positive news f low from the extension of export value benefit

scheme to bath & linen items, as well an upgrade from Jefferies.

PB Fintech - POLICYBAZAAR (down -7.89%) – IRDAI plan to put caps on distributor commissions

has led to a shift in sentiments, with the stock now losing around 50% from highs.

Bajaj Auto (down -7.62%) – Weaker than expected domestic sales despatches to wholesalers for

September led to a sharp sell-off, even as exports held up.

Chennai Petro (down -6.64%) – High crude prices at $103/bbl continued to squeeze OMC spreads,

even as traders booked profits on the stock after the recent rally in the stock.

Sansera Engineering (down -6.14%) – The weakness in the auto stocks rubb ed off on most auto

component stocks. Sansera also saw profit booking after a sharp price rally.