Inshort

Updated Monday, 2 November 2026 · data as of the market close

Chapter 1

India

NSE · data as of Monday, 2 November 2026

Today, in a few lines: 2 November 2026

Number of the day15.5India VIX, the market's expected volatility for the next 30 days

• Markets: Nifty 50 +1.68% at 23,441; Nifty 500 +1.58%. Midcap 150 +1.25%, Smallcap 250 +1.35%.

• Breadth: 196 up, 925 down (ratio 0.21). 22 new 52-week highs, 88 new lows.

• Flows (02 Nov): FII +₹3,115 cr, DII −₹392 cr in the cash market.

• Top gainers (stocks trading ₹20 cr+ a day): Borosil +20.0%, Jain Irrigation +19.9%, Quick Heal Tech +12.9%, Laurus Labs +7.2%, Greaves Cotton +6.7%.

• Top losers: Intellect Design -16.3%, Thyrocare Tech -11.5%, Man Industries -9.6%, Uttam Sug.Mills -9.3%, Redington -8.5%.

• Volume spikes (3× or more their usual volume): Quick Heal Tech (40.7×, +12.9%), Equitas Sma. Fin (33.3×, -6.3%), Sagility India (24.3×, -5.5%), Jain Irrigation (19.8×, +19.9%), Borosil (19.0×, +20.0%).

• At 52-week highs: Kotak Mah. Bank, Zomato Ltd, Divi's Lab, Coforge, Laurus Labs, Indian Hotels Co.

• Relative strength at new highs (outperforming the market more than at any point in the past year): Cupid, Sterlite Tech, Steel Str. Wheel, Knowledge Marine, Sansera Enginee, Raymond.

• Breakouts on volume (price leaving a base with at least 1.5× usual volume): Adani Ports, Divi's Lab, Laurus Labs, Indian Hotels Co, Piramal Pharma, Birlasoft Ltd.

• Sectors: best Healthcare (median stock -0.9%), weakest Industrials (-2.7%).

• Results: 138 companies on our list reported this week. Strongest growth: Max Financial (profit +1567%, sales +18%), Welspun Living (profit +1033%, sales +16%), One 97 (profit +971%, sales +28%), Emami Paper (profit +529%, sales +31%), OneSource Speci. (profit +470%, sales +37%).

• IPO watch: Priority Jewels (open, price band ₹190–200, subscribed 1.4×); Purple Style Labs (upcoming, price band ₹546–575); ESDS Software Solution (open, price band ₹408–429, subscribed 1.5×); Lumino Industries (open, price band ₹78–82, subscribed 2.9×).

Orders that landed this week

21 companies announced 26 orders worth ₹13,460 crore in the last week. The largest per company, with the order book where the filing states it:

Company	Date	Order	Order book
Afcons Infrastructure	29 Oct	₹3,469 cr	–
Titagarh Rail Systems	28 Oct	₹1,717 cr	–
Bajel Projects	26 Oct	₹1,500 cr	–
NCC	31 Oct	₹1,286 cr	–
Subros	27 Oct	₹1,225 cr	–
Dilip Buildcon	29 Oct	₹688 cr	–
Jyoti Structures	28 Oct	₹649 cr	–
Container Corporation of India	29 Oct	₹486 cr	–

The biggest order books

Work already won but not yet delivered, as each company last stated it in a filing or on its earnings call. Order book ÷ market value shows how much future revenue sits behind each rupee of the share price.

Company	Order book	÷ market value	Stated
Bharat Electronics	₹72,258 cr	0.24×	28 Jul 2026
Welspun Corp	₹45,000 cr	0.66×	25 Sep 2026
Solar Industries India	₹21,300 cr	0.11×	18 May 2026
Engineers India	₹14,424 cr	0.92×	18 Aug 2026
Welspun Enterprises	₹13,341 cr	1.19×	30 Apr 2026
Polycab India	₹10,900 cr	0.09×	20 Jul 2026
Man Industries (India)	₹4,100 cr	0.69×	10 Sep 2026
Deep Industries	₹3,047 cr	0.61×	03 Aug 2026

Results coming up

10 companies have fixed a board meeting to approve their quarterly results:

• Wednesday, 04 Nov: NLC India, Max Estates, Exicom Tele-Systems, Garuda Construction and Engineering, Vidya Wires
• Thursday, 05 Nov: ADF Foods, Thirumalai Chemicals, Super Spinning Mills
• Friday, 06 Nov: Denta Water and Infra Solutions
• Wednesday, 11 Nov: Orchasp

Results this week

138 companies reported in the last seven days; 92 grew both sales and profit from a year ago. The largest:

Company	Sales, YoY	Profit, YoY	Margin change, pts	Reported
Hind. Unilever	+14%	+4%	-1.3	28 Oct
Infosys	+11%	+6%	+0.1	26 Oct
Sun Pharma.Inds.	+12%	-36%	-2.0	27 Oct
Maruti Suzuki	+26%	-26%	-3.1	28 Oct
Adani Enterp.	+75%	-64%	-0.8	27 Oct
Adani Ports	+24%	+18%	+1.8	29 Oct
Adani Power	+44%	+142%	+4.1	26 Oct
I O C L	+42%	+175%	+4.2	30 Oct
SBI Life Insuran	+7%	+11%	+0.1	27 Oct
Pidilite Inds.	+21%	+7%	-3.5	26 Oct

Earnings call transcripts just out

87 companies filed the transcript of their results call in the last few days, among them: Infosys, Kotak Mahindra Bank, UltraTech Cement, Shriram Finance, Adani Green Energy, Adani Energy Solutions, Bharat Petroleum Corporation, Jindal Steel, Cipla, One 97 Communications, Mankind Pharma, The Indian Hotels Company.

Chapter 2

USA

NYSE and Nasdaq · data as of 2026-10-30

The market at a glance

• Nasdaq 100 −3.5% today, −2.0% for the week.
• 43% of stocks above their 50-day average.
• 10-year Treasury yield 4.93% (-6 bp on the week); dollar +0.2%.
• Nasdaq 100 P/E 27.3 (21st percentile since 2022); VIX 19.4.

2 stocks jumped 5%+ today

• 2 stocks rose 5% or more and 60 fell 5% or more today, out of 1,418.
• Most big moves came from Technology (41).
• The median stock moved +0.1%.
• Biggest: Alcoa +6.8%, Century Aluminum +5.8%, CAVA Group +4.7% · Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk −12.5%, Moderna −10.5%, Twilio −10.5%

94 new highs, 95 new lows this week

• Over the last five sessions 94 stocks touched a 52-week high and 95 a 52-week low.
• 14% of stocks are within 5% of their 52-week high.
• Largest new highs: Apple, Microsoft, Berkshire Hathaway, Visa, ExxonMobil Holdings.

Sectors across four windows

• Consumer Staples: Today +0.8%, 1 week +4.9%, 1 month +5.3%
• Utilities: Today +1.1%, 1 week +2.3%, 1 month +1.6%
• Healthcare: Today −1.0%, 1 week +1.4%, 1 month +1.4%
• Consumer Discretionary: Today +0.2%, 1 week +3.6%, 1 month +1.3%
• Energy: Today +1.3%, 1 week +2.5%, 1 month +0.1%
• Communication Services: Today −0.1%, 1 week +2.3%, 1 month −1.4%

For education and information only, not investment advice or a recommendation to buy or sell any security. Figures are computed from end-of-day market data and may contain errors; check before acting. Past performance does not predict future returns.