The domestic stock market is expected to open with a gap down on Thursday, October 1, with current levels of GIFT NIFTY futures indicating that the NIFTY50 could open around 108 points lower. Investors will focus on automobile companies as they begin announcing their September sales numbers from Thursday, tracking festive‑season demand and the impact of the favourable year‑ago base. Maruti Suzuki India, Tata Motors, M&M, Hyundai Motor India, Bajaj Auto, TVS Motor, Ashok Leyland and Hero MotoCorp are expected to remain in focus as automobile companies begin announcing their September sales numbers from Thursday, with investors tracking festive‑season demand and the impact of the favourable year‑ago base. Passenger vehicles, two‑wheelers and commercial vehicles are expected to report healthy year‑on‑year growth, while tractor volumes could remain under pressure. The September numbers will also offer cues on demand momentum, rural recovery and the pace of festive‑season purchases across segments.

Tech Mahindra shares will be in focus after the IT services company said its board will meet on October 15‑16 to consider a bonus‑issue proposal. The board will also consider the company’s Q2 FY27 financial results and an interim dividend at the meeting. Investors will closely track the bonus issue proposal, including its structure and ratio, along with the company’s quarterly performance. Mahindra Lifespace Developers has added three societies to its residential redevelopment portfolio in Mumbai. The additions include two societies in a redevelopment project in Borivali and one additional society in an existing redevelopment project in Chembur. Together, these projects have a total potential GDV of ₹1,500 crore.

Oil stocks such as Reliance Industries, Indian Oil Corporation, Bharat Petroleum, Hindustan Petroleum, Chennai Petroleum and Mangalore Refinery and Petrochemicals are expected to be in the spotlight, given their exposure to refining and petroleum‑product exports. The government has reduced the export levy on diesel to ₹16 per litre from ₹20 and on ATF to ₹10.5 per litre from ₹15, which should lower the tax burden on refiners exporting these products and potentially support their export economics. Reliance Industries, IOC, BPCL, HPCL, MRPL and CPCL could therefore remain in focus, particularly as refining margins and international fuel prices remain elevated amid supply disruptions in West Asia. The duty on petrol exports has been retained at ₹0.5 per litre, while there is no change in duties on petrol and diesel sold in the domestic market.

Transrail Lighting has further increased its Tower Manufacturing capacity by 12,000 MTPA as part of its brownfield expansion at Silvassa location. With this expansion, the company’s Tower manufacturing capacity has increased from 172,400 MTPA to 184,400 MTPA. Also important to note is that apart from this current increase, the company is further in the process of enhancing its tower capacity as part of its phase 2 expansion, which, once achieved, will take the overall capacity of the Company beyond 200,000 MTPA. Aurobindo Pharma announced that its subsidiary Acrotech Biopharma launched the Adquey ointment in the US, marking its entry into the American dermatology market. The drug, a non‑steroidal topical treatment for mild‑to‑moderate atopic dermatitis in adults and pediatric patients aged two years and above, was originally discovered by Otsuka Pharmaceutical and licensed to Acrotech Biopharma for commercialisation in the United States, Aurobindo Pharma said in a regulatory filing. To support the launch and expand this therapeutic segment, the company has set up a dedicated dermatology business unit, the filing said.

Molbio Diagnostics saw a significant stake sale by Motilal Oswal Alternates, which sold a little over 2% stake for ₹306 crore through open market transactions on Wednesday. Business Excellence Trust III, a fund of Motilal Oswal Alternates, offloaded 23.28 lakh shares at an average price of ₹1,315.01 apiece, fetching ₹306.26 crore, according to BSE data. Business Excellence Trust III held an 11.52% stake in Molbio as of August 2026. HDFC Mutual Fund bought 23 lakh shares, amounting to a 2% stake, at an average price of ₹1,315 apiece for ₹302.45 crore. The exchange data did not identify the other buyers. Molbio Diagnostics shares rose 4.07% to close at ₹1,309.45 on the BSE.

Power and transmission stocks are likely to remain in focus after the Union Cabinet approved the ₹1.86 lakh crore Green Energy Corridor Phase‑III scheme to strengthen intra‑state transmission networks and facilitate the evacuation of up to 135 GW of renewable energy. The scheme includes ₹1.36 lakh crore for intra‑state transmission infrastructure and ₹50,000 crore for deploying 50 GWh of battery energy storage systems, creating potential opportunities for transmission equipment and infrastructure companies. Power Grid Corporation of India, Adani Energy Solutions, Hitachi Energy India, GE Vernova T&D India, Transformers & Rectifiers India and CG Power and Industrial Solutions could therefore be watched for potential project and order‑flow opportunities as the transmission build‑out gathers pace. NCC shares will be in focus after the construction company announced that it received two additional orders worth ₹500.22 crore during September 2026, taking the total orders disclosed for the month to around ₹1,576.93 crore. Of the latest orders, ₹224.74 crore pertains to the Buildings Division and ₹275.48 crore to the Transportation Division. DCM Shriram commissioned a 100 TPD aluminium chloride plant and a 133 TPD line of its calcium chloride plant at Bharuch on September 30, taking its total aluminium chloride capacity to 250 TPD. Linde India completed the acquisition of two 1,800 TPD Air Separation Units from Tata Steel at its Kalinganagar Phase II expansion project, and has commenced supplying industrial gases to Tata Steel from the facility with effect from September 30. Blue Dart Express announced a 9‑12% increase in its shipment charges in India, effective January 1 next year, while STL Networks emerged as the lowest bidder for RailTel Corporation’s ₹250 crore integrated cloud infrastructure and data centre transformation project, to be built across RailTel’s DC and DR sites in Gurugram and Secunderabad. Avalon Technologies saw its promoter entities reduce their shareholding by 6% for ₹871 crore through separate bulk deals, with Kotak Mahindra Mutual Fund buying 3.59% of the shares for ₹521.38 crore.