Stories
Stocks to Watch October 1: Insurance, IRFC, Infosys, NCC, Blue Dart, and More in Focus

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CNBC TV18•30-09-2026, 23:30
Stocks to Watch October 1: Insurance, IRFC, Infosys, NCC, Blue Dart, and More in Focus
- •NCC Ltd secured two orders worth ’500.22 crore in September 2026, excluding GST.
- •Indian Railway Finance Corporation (IRFC) received a ’396.91 crore show-cause notice from Bihar tax authorities regarding GST matters for FY23.
- •Blue Dart Express will increase prices across its domestic portfolio by 9% to 12% starting January 1, 2027.
- •Highway Infrastructure Ltd signed a ’220.66 crore agreement with UPEIDA for toll collection and operation on the Gorakhpur Link Expressway.
- •IRDAI Chairman Ajay Seth defended the proposed overhaul of insurance distribution economics, citing rising costs and commissions in the sector. Infosys and ABN AMRO extended their partnership to expand AI use. Bata India appointed Sanjay S. Rao as MD & CEO, effective October 1, 2026, following Gunjan Shah's tenure completion. Force Motors reported a 57.13% Y-o-Y increase in total sales for September 2026, reaching 4,101 units. Varun Beverages' subsidiary, Bevco, referred its acquisition agreement for Crickley Dairy to arbitration due to non-fulfillment of a condition precedent.
Key Questions Answered
Gunjan Shah completed his tenure as Managing Director and CEO of Bata India Ltd at the end of business hours on September 30, 2026, and Sanjay S. Rao was appointed as the new Managing Director and CEO starting October 1, 2026. Rao's tenure will run through August 23, 2031.
The Indian Railway Finance Corporation (IRFC) received a show-cause notice worth ₹396.91 crore from the Bihar tax authorities concerning Goods and Services Tax (GST) matters for the financial year 2023 (FY23).
Blue Dart Express announced that it will raise prices across its domestic portfolio by 9% to 12% starting January 1, 2027, depending on the specific product and customer shipping profile.





