Stock Market Today (13 October 2026): Sensex Surges 1,109 Points, Transformers & Rectifiers Profit Jumps 338%, BEL Bags ₹533 Cr Orders

Indian equities ended Tuesday, 13 October 2026, on a strong note, with the Sensex rallying 1,109 points as IT stocks powered market sentiment. Strong earnings growth and fresh order wins also kept select industrial and defence stocks in focus.

Market Highlights: Key Positive Triggers

• IT stocks lead the rally: The Sensex gained 1,109 points amid an IT-led rebound, boosting broader market sentiment.
• Transformers & Rectifiers shines: Q2 FY27 revenue climbed 66% year-on-year to ₹709 crore, while net profit surged 338% to ₹75 crore. Its order book stood at ₹7,237 crore, strengthening its growth outlook.
• BEL secures fresh business: Bharat Electronics announced new orders worth ₹533 crore, adding to its order pipeline.
• Infosys highlights AI momentum: AI-related offerings contributed 8% of revenue, underscoring the growing commercial importance of artificial intelligence.
• Kolte-Patil sales jump: The real estate developer reported a 52% increase in Q2 sales, signalling improved business momentum.

Stocks Facing Pressure

Tata Elxsi reported a marginal 0.2% year-on-year decline in Q2 net profit, despite a reported increase in EBIT to ₹2.1 billion. The mixed performance highlights the importance of tracking operating profitability alongside bottom-line growth.

Investor Takeaway

The sharp index recovery, strong industrial earnings and defence order inflows provided positive cues for the market. However, investors should remain selective, tracking earnings quality, order execution and valuations rather than chasing the broader rally. These developments are stock-specific signals and do not guarantee continued upside.