The domestic stock market is expected to open higher on Monday, October 5, with the GIFT NIFTY futures indicating that the NIFTY50 index will open 99 points higher. Several banks and financial companies have released their business updates for the quarter ended September 30, 2026 (Q2 FY27). HDFC Bank, YES Bank, Union Bank of India and Bajaj Finance, among others, will be in focus. The releases are likely to influence investor sentiment across the banking and financial sectors as the market opens.

In the banking segment, HDFC Bank shares are expected to be in the spotlight on Monday, October 5, as Anup Bagchi is set to be the next chief executive and managing director of the lender, with the RBI clearing his name to lead the largest private sector lender on Thursday, October 1. YES Bank, Union Bank of India and Bajaj Finance have also announced their Q2 FY27 results, providing fresh data on profitability and asset quality that will be closely monitored by market participants.

Indian IT stocks will be in focus after Accenture reported its Q4 FY26 results and gave a 3%–6% revenue growth outlook for FY27 in local currency. The company expects Q1 FY27 revenue to grow 2%–6%, while also flagging pricing pressure and intense competition. The guidance could provide cues for Indian IT majors, including TCS, Infosys, HCLTech, Wipro and Tech Mahindra, ahead of their September-quarter earnings.

Reliance Industries (RIL) will attract attention as Jio Platforms finalises its public offer documents, touted as India's largest at an estimated $3.8 billion, after concluding worldwide roadshows. Jio Platforms Managing Director and Reliance Jio Chairman Akash Ambani and Reliance Retail Ventures Limited Executive Director Isha Ambani led the overseas roadshows in the US, UK, Dubai, Singapore and Hong Kong. The company has started preparations for filing a red herring prospectus, a source aware of the development told PTI.

Ola Electric Chairman and Managing Director Bhavish Aggarwal has pledged a 4.32% stake in the company to participate in its rights issue, which was approved by the Board on September 28. The pledge is solely to fund his subscription to the issue, and there are no other pledges to his securities currently; no shares are being sold. As shown in filings, 20 crore shares held by Aggarwal are being pledged against non‑convertible debentures issued by Krutrim Data Centre Private Limited, in favour of CTL Trusteeship Limited.

Other sector highlights include Aurobindo Pharma receiving final US regulator approval to manufacture and market Perampanel tablets, Adani Group completing or executing projects worth Rs 2.6 lakh crore in Maharashtra, Nykaa reporting consolidated GMV in the early thirties, DLF selling all 172 senior living homes for ₹1,985 crore, SAIL and NMDC being asked to explore mineral assets abroad, Vedanta Power reporting a 26% rise in power sales to 5,593 MU, Nestle India facing a safety alert on a low‑fat dairy whitener, Avenue Supermarts posting an 18.4% rise in standalone revenue to ₹19,206.18 crore, SCI expecting a profit after tax of ₹2,000 crore this fiscal, and Arvind Fashions investing ₹50 crore in Arvind Youth Brands to raise its stake to 65.91%.