Rising commodity prices squeezed HUL’s margins to multi-quarter lows in Q2, dampening investor sentiment despite revenue growth hitting a 14-quarter high.

On 22 October, Sebi eased margin requirements for trades made using proceeds from shares sold through the EPI mechanism. EPI allows investors to transfer shares to the clearing corporation before the usual settlement deadline. 

Kotak raised its FY27 crude assumption to $100 per barrel amid supply risks and lifted earnings estimates for ONGC and Oil India. ONGC remains its preferred stock, with a 57% implied upside to its ₹360 fair value; Oil India’s ₹365 fair value implies about 20% downside.

SC Agrotech shares rose nearly 15% in a week and hit consecutive upper circuits, with optimism surrounding its Q2FY27 results. Check technical analysis of the small cap stock

Markets have fallen sharply, but ICICI Securities’ Pankaj Pandey sees earnings resilience—not a broken growth story—behind the volatility. He expects double-digit returns over the next year and names five stocks, including Crompton Greaves and Kotak Mahindra Bank.