Nifty 50 closed at 24,624.30, down by 7.55 points (-0.031%). Bank Nifty closed at 54,696.10, up by 232 points (0.43%). Sensex closed at 80,352.35, down by 12.59 points (-0.023%).
Tata Investment Corp, Sammaan Capital, Hindustan Copper, Coforge, Kotak Mahindra Bank are among most active shares on the NSE. BSE Midcap and smallcap indices are trading flat.
US Markets
- Dow Jones Futures plummeted by 106 points, up 0.23%, currently trading at 46,506.00 as of 30th September 2025.
European Markets
- FTSE (UK) jumped by 11.14 points, down by 0.11%, standing at 9,289.71.
- CAC (France) plummeted by 26.55 points, down by 0.34%, at 7,853.31.
- DAX (Germany) plummeted by 10.17 points, down by 0.042%, at 23,733.91.
Global events/updates
China’s DeepSeek has unveiled DeepSeek-V3.1-Terminus, an experimental AI model emphasizing efficiency over sheer computing power. The launch comes amid intensifying U.S.-China rivalry in artificial intelligence, where technological edge is seen as strategic. Experts highlight that DeepSeek’s focus on optimized performance reflects a shift in priorities, balancing innovation with resource management in an increasingly competitive global AI race.
UK Prime Minister Keir Starmer faces a pivotal moment as he addresses the Labour Party conference in Liverpool. With business leaders frustrated over recent tax hikes and bond markets watching closely, his message will be critical in restoring confidence. The speech could shape perceptions of Labour’s economic direction and test Starmer’s ability to balance growth with fiscal responsibility.
U.S. Treasury yields held steady as investors weighed the risk of a looming government shutdown and awaited key labor data. The 10-year yield dipped to 4.13%, while the 2-year fell slightly. Markets remain cautious ahead of the JOLTs and Friday’s nonfarm payrolls report, which could influence the Fed’s rate-cut path amid slowing job growth concerns.
U.S. Commerce Secretary Howard Lutnick is pushing for a “50-50” chip production partnership with Taiwan to boost domestic semiconductor output. Despite aiming for 40% U.S. production by the end of Trump’s term, America would remain heavily reliant on Taiwan. Achieving this goal would require over $500 billion in local investment, highlighting the scale of the initiative.
Stock news
Saptak Chem & Business Ltd
Saptak Chem & Business Ltd secured a domestic order from Shree Nakoda Agro Trading for fruits and vegetables worth ₹5.5 crore. Supplies will be delivered in specified lots according to the agreed timeline and designated delivery points.
Optiemus Infracom Ltd
Optiemus Infracom Ltd partnered with US-based Ordinary Theory LLC to form a joint venture for smart enterprise hardware and integrated industrial solutions. Optiemus will leverage Indian facilities to manufacture devices for payments, retail, logistics, and AI sectors.
Bharat Heavy Electricals Ltd
MP Power Generating Company Ltd awarded Bharat Heavy Electricals Ltd an EPC contract for 1×660 MW Amarkantak Unit 6 and 1×660 MW Satpura Unit 12 supercritical plants. Valued at ₹13,000–15,000 crore, the project is scheduled for completion in 57 months.
Innovators Facade Systems Ltd
Innovators Facade Systems Ltd received an order from DLF Info Park Developers for the 4 & 5 Downtown Blocks project in Chennai, valued at ₹93.77 crore. The project is expected to be completed within 420 days from commencement.
Deccan Gold Mines Ltd
Deccan Gold Mines Ltd highlighted its India–Kyrgyzstan partnership through the Altyn Tor Project in Kyrgyzstan, marking India’s first overseas gold mining venture. Production is set to begin later this year, reflecting the company’s global ambitions and focus on critical minerals.
CFF Fluid Control Ltd
CFF Fluid Control Ltd received a Letter of Intent from the Indian Navy’s Material Organisation worth ₹11.69 crore for equipment supply under the P75 Project. The domestic order is expected to be completed by March 2026.
ITCONS E-Solutions Ltd
ITCONS E-Solutions Ltd secured a one-year domestic contract from UP Power Transmission Corporation and State Load Dispatch Centre for 133 skilled workers, valued at ₹4.15 crore, and a two-year ICMR project in Mumbai for seven resources, worth ₹53.06 lakh.
Ganesh Green Bharat Ltd
Ganesh Green Bharat Ltd received a domestic order from Solberry Energy for 40 MW Solar PV Panel Modules in Gujarat, valued at ₹60.46 crore. The contract will be executed according to the terms specified in the order.
Premier Energies
It secured a $20 million solar contract in Benin, expanding its global presence using existing Indian capacity. Targeting Africa’s equipment shortage, the company aims to capitalize on growth opportunities, navigating US trade challenges while leveraging India’s competitive solar manufacturing.
Jaro Institute
debuted on stock exchanges at ₹980 after a ₹450 crore IPO, heavily oversubscribed 22 times. Despite strong demand, shares fell 18% post-listing. Funds will support marketing, debt repayment, and general corporate purposes, with retail investors showing robust interest.
Also read: 13:8 Rights Issue: Penny stock in focus after board approves raising ₹49 Cr via rights issue
Brokerage Recommendations
Bharat Electronics
- Target Price:- Rs 490 apiece
- Upside:- 21.32%
- By Motilal Oswal
Maruti Suzuki
- Target Price:- Rs 18,400 apiece
- Upside:- 15%
- By Sharekhan
Kalyan Jewellers
- Target Price:- Rs 670 apiece
- Upside:- 47.79%
- By ICICI Securities
Gulf Oil India
- Target Price:- Rs 1,600 apiece
- Upside:- 33%
- By Choice Equity Broking Private Ltd
Top gainer/Top loser (Nifty 500)
| Top gainers | Top losers |
| Tata Investment Corporation Ltd (19.80%) | KPIT Technologies(-9.55%) |
| Ola Electric (5%) | Hitachi Energy (-7%) |
| National Aluminium Co Ltd (5%) | Usha Martin (-4%) |
| Sundaram Finance (5%) | Patanjali Foods (-3.6%) |
| KEC International (5%) | Syrma SGS Technology (-3.53%) |
Conclusion: Today’s market saw muted Nifty and Sensex movements, with Bank Nifty gaining modestly. Globally, mixed cues from the U.S. and Europe added to investor caution, while key developments in AI, geopolitics, and U.S.-China semiconductor plans shaped sentiment. Corporate order wins and IPO activity highlighted domestic opportunities, with select stocks and brokerage calls pointing to potential gains amid broader market consolidation.
Written by Abhishek Singh
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