Nifty 50 closed at 25,428.55, up by 100.80 points (0.40%). Bank Nifty closed at 55,734.20, gaining 240.90 points (0.43%). Sensex closed at 83,033.44, rising 339.73 points (0.41%).

On the sectoral front, IT, pharma rose 0.5-1%, while energy and Capital Goods indices shed 0.5% each. HDFC Life, Infosys, Eternal, Wipro, Sun Pharma were among the major gainers on the Nifty, while losers were Coal India, Bajaj Finance, Trent, Tata Motors, Bharat Electronics. BSE Midcap and smallcap indices ended flat.

US Markets

  • Dow Jones Futures rose by 354.00 points, up 0.77%, currently trading at 46,375.00 as of 18th September 2025.

European Markets

  • FTSE (UK) jumped by 22.49 points, up by 0.24%, standing at 9,229.60.
  • CAC (France) jumped by 86.03 points, up by 1.10%, at 7,874.06.
  • DAX (Germany) jumped by 295.59 points, up by 1.27%, at 23,655.33.

Global events/updates

Donald Trump will visit Chequers, the official residence of UK Prime Minister Keir Starmer, on Thursday for high-level talks. Discussions will center on finalizing the UK-U.S. trade deal and key geopolitical issues. Marking his unprecedented second state visit, the U.K. has extended a warm, red-carpet welcome, underscoring the significance of strengthening bilateral relations.

Huawei is accelerating its push in AI computing, launching new supernodes it claims will be the world’s most powerful for years. This comes as Nvidia faces hurdles in China. While experts caution that Huawei may overstate its capabilities, its determination to emerge as a global AI leader is clear and cannot be ignored.

Donald Trump has filed a $15 billion lawsuit against The New York Times, accusing it of defamation and acting as a Democratic Party mouthpiece. The Times dismissed the claims as baseless, vowing to defend press freedom. This is the latest in Trump’s string of lawsuits against major media outlets over alleged false reporting and defamation.

Jaguar Land Rover has extended its factory shutdown until September 24 after a cyberattack halted production in the UK and Slovakia. About 33,000 workers are affected, though jobs are not at risk. Hackers exploited third-party software, raising data concerns. The disruption is hurting suppliers, with some scaling back operations, while investigations and recovery efforts continue.

India’s latest GST reforms, effective September 22, will save consumers ₹58–₹88 monthly, boosting disposable income for discretionary spending. The expansion of the 5% tax slab now covers 149 goods, benefiting both urban and rural households. Essential items like milk and butter are already cheaper, reflecting the reforms’ impact aimed at easing costs and simplifying taxation.

Stock news

KEC International: the company expects strong growth with order inflows of ₹8,900 crore and additional ₹3,000–4,000 crore by Q2, targeting ₹30,000 crore for the year. Revenue growth guidance remains 15% with margins at 8–8.5%. While power projects remain steady, the water segment faces cash flow delays due to Centre–State tussles despite GST benefits.

 Apollo Micro Systems Ltd: Apollo Micro Systems Limited has signed MoUs with Sibersentinel Technologies and Zoom Technologies to jointly design, develop, and deploy advanced cybersecurity solutions for government agencies, financial institutions, statutory bodies, and critical infrastructure sectors in India.

Azad Engineering Limited: the company has inaugurated a dedicated Lean Manufacturing Facility at its new Tunikibollaram plant in Hyderabad. The facility will focus on producing advanced airfoils, components, and assemblies for gas, industrial, and thermal power turbine engines. It aims to support Siemens Energy’s global demand, strengthening Azad’s role in power generation and essential industries worldwide.

Capacit’e Infraprojects Limited: The company has secured an order worth Rs. 1,518 Crore for “25 Downtown” by Hubtown. This order is for the construction of 4 Ultra-Luxury Super High-Rise residential towers at Mahalaxmi, Mumbai.

Vdeal System Ltd: Vdeal System Ltd has received a domestic order from KEC International Limited for the supply of MCC panels, valued at ₹1.63 crore. The order is scheduled for delivery by 4th October 2025.

Insolation Energy Ltd: Insolation Energy’s subsidiary has secured ₹1,134 crore funding from IREDA for a 4.5 GW solar cell plant in Madhya Pradesh. With ₹378 crore from internal accruals, the project strengthens its plan for full solar value chain integration.

Agarwal Industrial Corporation Ltd: Agarwal Industrial Corporation Limited has secured a prestigious IOCL tender for supplying Bulk Bitumen (VG-30 & VG-40) to Kakinada. The contract covers approximately 93,500 MT with an estimated value of ₹330.05 crores, reinforcing AICL’s reliability and strengthening its long-term relationship with Indian Oil Corporation Limited.

Goldiam International: the company has adopted a U.S.-origin casting model to shield exports from the new 50% U.S. tariff on Indian jewellery. Alongside, it is expanding its B2C presence in India through its lab-grown diamond brand, ORIGEM.

Natco Pharma Ltd: the USFDA completed inspection of its Hyderabad plant with a Voluntary Action Indicated status. This outcome signals no regulatory action, boosting investor confidence and driving the pharma stock higher.

Nelco Limited: A Tata Group company entered into satellite broadband market. The company clarified no undisclosed material information, attributing the price rise to market speculation, while noting it regularly evaluates strategic growth opportunities.

Jaykay Enterprises: the company’s step-down subsidiary, Allen Reinforced Plastics, secured a ₹94.45 crore order from BrahMos Aerospace to supply composite parts, strengthening its position in the defence and aerospace sector.

Also read: 3:1 Bonus & 1:2 Stock Split: Chemical stock in focus after board sets record date for bonus and split

Brokerage Recommendations:

Avenue Supermarts

  • Target Price:- Rs 5,600 apiece
  • Upside:- 18%
  • By UBS

Eternal

  • Target Price:- Rs 360 apiece
  • Upside:- 6%
  • By Goldman Sachs

Indo Count

  • Target Price:- Rs 370 apiece
  • Upside:- 25%
  • By ICICI Direct

Jindal Stainless

  • Target Price:- Rs 940 apiece
  • Upside:- 23.45%
  • By ICICI Direct

Top gainer/Top loser (Nifty 500)

Top gainersTop losers
Poonawalla Fincorp Ltd (13%)Cohance Lifesciences Ltd (-5%)
Tata Investment Corporation Ltd  (7.0%)Sarda Energy & Minerals Ltd (-6%)
Zen Technologies Limited  (5%)DCM Shriram Ltd  (5%)
Newgen Software Technologies Ltd (5%)Hitachi Energy India Ltd (-3.33%)
Poly Medicure Ltd (4%) CCL Products (India) Ltd  (-3%)

Conclusion

Markets closed higher with Nifty, Sensex, and Bank Nifty posting gains, supported by auto, PSU banks, IT, and oil & gas. Global cues stayed positive with UK-US deals and major AI, pharma investments. Domestically, GST reforms, corporate expansions, and tender wins lifted sentiment, though Vedanta’s demerger concerns weighed. Overall, momentum favors growth, with selective sectoral strength driving optimism.

Written by Abhishek Singh

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