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Tata Motors’ JLR faces a sales dip due to cyber issues and model phase-outs. Godrej Consumer expects steady growth aided by GST cuts, while Titan reports strong domestic, jewellery, and international gains. Lodha and Keystone show robust pre-sales and collections, and S H Kelkar posts a 13% revenue rise, making these stocks notable this quarter. Here are few stocks to watch ahead of Wednesday's trading session.
By Megha Rani October 7, 2025, 10:29:56 PM IST (Published)
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Tata Motors | The company's luxury arm, Jaguar Land Rover (JLR), reported a 24.2% YoY drop in wholesales to 66,165 units in Q2, while retail sales fell 17.1% to 85,495 units. The company cited a recent cyber incident, the phase-out of older Jaguar models, and higher US tariffs as key factors behind the decline.
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Godrej Consumer Products | GCPL expects mid-single-digit consolidated revenue growth in Q2FY26. GST cuts on ~1/3 of its portfolio, including soaps and shampoos, are set to support volume-led growth, while home care sees strong momentum and personal care faces a slight decline.
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Titan | The company posted strong Q2 growth with domestic business up 18%, jewellery up 19%, and international business surging 86% YoY. The company added 55 new stores, taking its total count to 3,377 outlets.
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CONCOR | The company will transport bulk cement via specialized tank containers for UltraTech Cement, shifting freight from road to rail. The first-of-its-kind partnership aims to reduce emissions, road congestion, and costs while leveraging India Railways’ network for efficient, predictable logistics.
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Lodha Developers | Company's Q2FY26 update: Pre-sales rose 7% YoY to ₹4,570 crore, while collections jumped 13% to ₹3,480 crore, reflecting steady demand and strong cash flow momentum.
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Anant Raj Ltd | Real estate developer's board approved a qualified institutions placement (QIP) with a floor price of ₹695.83 per share, allowing up to 5% discount under SEBI norms. Final pricing will be set with the lead managers.
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Keystone Realtors Ltd | Q2FY26 update: Pre-sales and collections both grew 9% YoY to ₹763 crore and ₹601 crore, respectively. The company also launched 1 new project with 0.21 msf saleable area and an estimated GDV of ₹949 crore.
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S H Kelkar | Fragrance and flavour maker reported a 13% year-on-year rise in consolidated revenue to ₹1,140 crore for H1 FY26, with net debt at ₹698 crore as of September 30, 2025.
