A closer analysis shows that seven out of Kela’s 15 portfolio stocks have delivered double-digit returns so far in FY26. We have highlighted these top performers along with three major laggards from his portfolio.

Central Depository Services (India) Limited (CDSL) reported a 13.6% year-on-year drop in net profit to Rs 140.21 crore for the September 2025 quarter. Revenue also saw a slight dip. However, sequentially, net profit surged by 37%. CDSL, a key player in India s securities market, holds over 16.5 crore investor accounts.

Several blue-chip and mid-cap names across FMCG, pharma, finance, and industrials have announced dividend payouts, with record dates falling between November 3 and November 7, 2025.

Urban Company s net loss widened to Rs 59 crore in the second quarter of FY25. This comes as the company saw a significant 37% year-on-year increase in revenue from operations. Revenue reached Rs 380 crore for the quarter. These financial results were announced recently. The company continues to expand its services.

Morgan Stanley has updated its India Equity Strategy focus list. Reliance Industries and Varun Beverages are now included. Interglobe Aviation and Jubilant Foodworks have been removed. The firm favors large private sector companies in Financials, Consumer, and Industrial sectors. Reliance Industries AI and green energy initiatives are highlighted. Varun Beverages growth potential is also noted.

Phoenix Mills Ltd. witnessed a significant 39% surge in its consolidated net profit, reaching Rs 303.99 crore in the second quarter of the current fiscal year. This impressive growth was fueled by a substantial increase in total income, which climbed to Rs 1,146.21 crore. The company, a prominent developer of retail-led mixed-use projects, saw its profits rise from Rs 218.

Pine Labs, an Indian fintech company, has reduced its initial public offering size. Existing investors will sell fewer shares, and the company will raise less new capital. The IPO is scheduled for November 7 to November 11. This move comes as India sees a busy primary market with several other tech firms also planning listings.

Lenskart s IPO is generating significant discussion. Deepak Shenoy, CEO of Capitalmind Asset Management, noted the drama and unpredictability of IPO markets, drawing parallels to Honasa s IPO. Lenskart s valuation has raised eyebrows, with some fund houses clarifying their investment decisions. The eyewear retailer s IPO opened for subscription recently.

A lenders consortium led by Canara Bank has successfully sold ₹520 crore of Karanja Terminal and Logistics (KTPL) debt to Prudent ARC through a Swiss challenge auction. This all-cash transaction recovered over 86% of the dues, significantly exceeding initial offers and the base price. The sale, however, is pending ongoing court proceedings initiated by KTPL s promoters.

Sebi is pushing for broader banking and financial services indices, aiming to reduce the dominance of a few large banks. This move will cap individual stock weights at 20% and top three at 45%, potentially benefiting smaller and mid-sized banks. Investors and traders can expect shifts in portfolio rebalancing and new trading opportunities as the indices adapt.