Stocks to Watch: Key Q2 Earnings, Corporate Actions Drive Market Focus on November 4, 2025

Indian equity benchmarks, Sensex and Nifty, are anticipated to start Tuesday, November 4, 2025, on a subdued note, influenced by mixed cues from global markets. Asian markets showed divergence, while US markets closed mixed, with tech stocks showing strength.

Key corporate announcements are set to influence individual stock performance: * **Bharti Airtel** reported a significant 89% year-on-year jump in net profit to ₹6,791.7 crore for Q2FY25, with revenue growing 25.7% and Average Revenue Per User (ARPU) rising to ₹256. * **Titan Company** posted a robust 59.1% increase in consolidated net profit to ₹1,120 crore and a 28.8% rise in revenue. * **Hero MotoCorp**, the world's largest two-wheeler maker, saw a 6.4% decline in total sales in October 2025, though exports surged significantly. * **Power Grid Corporation of India** reported a 6% dip in consolidated net profit but a slight revenue increase, and declared an interim dividend. * **Godfrey Phillips India** saw its net profit rise by 18.7%, but revenue declined. * **City Union Bank** reported a 15.2% profit growth, improved net interest income, and better non-performing asset (NPA) ratios. * **Gland Pharma**'s profit and revenue grew by 12.3% and 5.8% respectively for the September quarter. * **Cipla** is set to acquire a 100% stake in Inzpera Healthsciences for ₹110.65 crore, making it a wholly owned subsidiary. * **Zydus Lifesciences** will convene a board meeting to consider raising up to ₹5,000 crore via QIP, rights issue, or private placement. * **Zee Media Corporation** announced the appointment of Raktimanu Das as its new Chief Executive Officer (CEO).

Furthermore, a large number of companies are scheduled to release their Q2FY25 earnings today, November 4, 2025. These include State Bank of India, Mahindra & Mahindra, Adani Enterprises, Adani Ports and Special Economic Zone, One 97 Communications (Paytm), Indian Hotels Company, InterGlobe Aviation, and others.

**Impact**: This news is highly relevant for Indian stock market investors, as the company-specific earnings reports, corporate actions like acquisitions and fundraising, and the scheduled release of results for major firms will dictate stock movements and influence overall market sentiment. Impact Rating: 8/10

**Difficult terms**: * **GIFT Nifty**: An index that represents the performance of the Nifty 50 companies traded in Singapore, serving as an early indicator for the Indian market. * **Hang Seng Index**: A stock market index that tracks the performance of major companies listed on the Stock Exchange of Hong Kong. * **Nikkei 225**: A stock market index of Japanese companies listed on the Tokyo Stock Exchange. * **Kospi**: The Korea Composite Stock Price Index, tracking the performance of companies listed on the Korea Exchange. * **S&P 500**: An index representing the performance of 500 of the largest companies listed on stock exchanges in the United States. * **Nasdaq Composite**: A stock market index that lists the stocks of nearly all companies traded on the Nasdaq stock market, with a heavy concentration in technology companies. * **Dow Jones Industrial Average**: A stock market index that measures the stock performance of 30 large, publicly held companies traded on the New York Stock Exchange. * **Net Profit**: The profit a company makes after deducting all operating expenses, interest, and taxes from its total revenue. * **Revenue**: The total amount of income generated from the sale of goods or services related to the company's primary operations. * **ARPU (Average Revenue Per User)**: A metric used by service providers, especially in the telecom industry, to calculate the average monthly revenue generated from each active subscriber. * **Consolidated Net Profit**: The combined net profit of a parent company and all its subsidiaries, after accounting for intercompany transactions. * **EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization)**: A measure of a company's operating performance, excluding the impact of financing, accounting decisions, and tax environments. * **Y-o-Y (Year-on-Year)**: A method of comparing data from one period to the same period in the previous year, to account for seasonal variations. * **Interim Dividend**: A dividend payment made to shareholders during the fiscal year, before the company declares its final annual dividend. * **Gross NPA (Gross Non-Performing Asset)**: A classification for a loan or advance where the principal or interest payment is overdue for a specified period, typically 90 days. * **Net NPA (Net Non-Performing Asset)**: The amount of gross NPAs minus the provisions a bank has made against them. * **Acquisition**: The process where one company purchases most or all of another company's shares or assets to gain control. * **Wholly Owned Subsidiary**: A company that is completely owned by another company (the parent company), with the parent holding 100% of the voting stock. * **Definitive Agreements**: Formal, legally binding contracts that outline the terms and conditions of a transaction or relationship between parties. * **QIP (Qualified Institutional Placement)**: A process by which listed Indian companies can raise capital by issuing equity shares or other securities to qualified institutional buyers without making a public offer. * **Rights Issue**: An offer to existing shareholders to purchase additional shares in the company, usually at a discounted price, in proportion to their current holdings. * **Private Placement**: The direct sale of securities (like stocks or bonds) to a selected group of investors, rather than through an open public offering. * **Shareholder Approval**: The formal consent required from a company's shareholders for significant corporate actions, such as issuing new shares or mergers. * **Capital Infusion**: The act of injecting funds into a business to support its operations, expansion, or financial restructuring. * **Chief Executive Officer (CEO)**: The highest-ranking executive in a company, responsible for major corporate decisions and managing overall operations and resources. * **Key Managerial Personnel (KMP)**: Individuals designated by the company's board of directors who are responsible for managing the company's affairs. * **Earnings**: The net profit or income generated by a company during a specific period.