Nifty 50 opened at 24,818.85, up 84.55 points (0.34%) from its previous close of 24,734.30. Bank Nifty began the session at 54,308.05, gaining 232.60 points (0.43%) over its prior close of 54,075.45. Sensex opened at 81,012.42, higher by 294.41 points (0.36%) compared to its last close of 80,718.01. Meanwhile, Gift Nifty is trading at 24,889.50.
Global index as on 5 September 2025
- Global equities closed higher on 5 September 2025, with all major indices posting gains. In the US, the Dow 30, S&P 500, and Nasdaq advanced between 0.77% and 0.98%, reflecting broad-based buying interest.
- European benchmarks also moved up, with the FTSE 100 rising 0.42% and Germany’s DAX gaining 0.74%, signaling steady momentum. Japan’s Nikkei 225, which surged 0.73%, leading global markets on strong buying sentiment.
- Dow 30: Rose 350.06 points to 45,621.30, gaining 0.77%.
- S&P 500: Advanced 53.82 points to 6,502.08, up 0.83%.
- NASDAQ: Jumped 209.97 points to 21,707.70, climbing 0.98%.
- FTSE 100: Added 38.88 points to 9,216.87, up 0.42%.
- DAX: Increased 175.53 points to 23,770.30, rising 0.74%.
- Nikkei 225: Surged 310.58 points to 42,890.85, with a 0.73% gain.
Commodities Update
- Gold: Currently trading at Rs. 10,685 per gram.
- Silver: Down by Rs. 0.10, now at Rs. 126.90 per gram.
- Crude Oil: Prices have risen by 0.17%, reaching 66.675, compared to the previous close of 66.565.
Global events/updates
- President Donald Trump said the U.S. will impose “fairly substantial” tariffs on semiconductor imports in the coming days, urging chipmakers to set up production locally. Speaking at a White House dinner with tech CEOs, he assured that companies investing in the U.S., like Apple, would be shielded from these levies.
- Once the compensation cess on tobacco and related products is phased out, the Centre intends to impose an additional levy on top of the new 40% GST rate to ensure that the current high taxation levels are maintained.
- Tokyo has committed to a $550 billion investment package, as outlined in a July agreement, with funds to be directed by the U.S. toward reviving core American industries such as semiconductors, rare earths, and pharmaceuticals
- In return, Washington will apply a 15% baseline tariff on most Japanese imports, including automobiles. Notably, only a small fraction just 1–2% of the $550 billion is expected to be direct investment; the bulk will come as loans and guarantees via government institutions, according to Japan’s chief negotiator.
Stocks to watch
- Zydus Life: The company has entered into an exclusive licensing and supply agreement with Synthon for Ozanimos capsules in the U.S. market.
- Global Health: The company received in-principle approval from Assam Industrial Development Corporation Ltd. for a 60-year lease of 3.5 acres of land in Guwahati.
- Team Lease Services: Its subsidiary has incorporated a wholly owned foreign subsidiary, TeamLease Digital Solutions Pvt. Ltd., in Singapore to expand its global presence.
- R.P.P. Infra: The company secured an order worth Rs 134.21 crore from Maharashtra State Infrastructure Development Corporation Ltd. for the improvement of the Matheran–Neral–Kalamb road.
- Indo-Tech Transformers: The company received orders totaling Rs 78.39 crore from Avaada Clean Project Pvt. Ltd. for the supply of nine 125 MVA transformers.
- Varun Beverages: The company has established a joint venture in India, White Peak Refrigeration Pvt. Ltd., to manufacture visi-coolers and other refrigeration equipment.
- Poly Medicure: Its subsidiary, RisoR Holdings BV, signed an agreement to acquire 90% economic rights in Pendracare Group.
- JB Chemicals: Torrent Pharma will acquire a 26% stake in the company for Rs 6,843 crore, at a per-share price of Rs 1,639.18.
- Bharat Forge: The company acquired a 949.65-acre plot in Andhra Pradesh to build a defense energetics manufacturing complex.
- Ceigall India: The company received the “Construction World Global Award 2025” as the Fastest Growing Construction Company (Medium Category).
- NTPC: The company has permanently discontinued Stage-I of the Tanda Thermal Power Station.
- Yasho Industries: The company signed a 15-year supply agreement with a global multinational for lubricant additives, expected to generate approximately Rs 150 crore annually starting FY 2027-end.
- Tourism Finance: Promoter Aditya Kumar Halwasiya acquired 3.6 lakh shares through the open market, worth Rs 12.22 crore.
- Sterlite Tech: The company launched the world’s slimmest IBR cable with 864F, targeting hyperscalers in the United States.
- Trent: Its subsidiary has incorporated a wholly owned arm to invest in and deploy funds for acquisition, purchase, development, construction, leasing, or sale of real estate properties.
- Reliance Industries: Reliance Retail will pass the benefits of reduced GST rates directly to consumers.
- HCLTech: The company has joined hands with SailPoint to deliver modern identity management solutions at enterprise scale, catering to the AI-driven era.
- Astral: The company completed the acquisition of the remaining 5% equity stake in its UK subsidiary for Rs 4.75 crore in cash.
- Karur Vysya Bank: The bank plans to inaugurate three new branches on September 8, 2025, in Madurai, Coimbatore, and Visakhapatnam. It has also lowered its Marginal Cost of Funds-Based Lending Rates (MCLR) across all tenures, effective September 7, 2025.
- SMC Global Securities: The company acted as the designated market maker for the IPO of Oval Projects Engineering and subsequently acquired a 14.51% equity stake in the firm.
- Himadri Speciality Chemical: The company issued 2,000 units of commercial paper totaling Rs 100 crore.
- Biocon: The company received a Form 483 with five observations from the U.S. Food and Drug Administration following an inspection of its Bengaluru plant.
- HDFC Life: The company expects GST reforms to drive demand, enhance the value of new business, and have a minimal effect (less than 0.5%) on embedded value.
- Shree Digvijay Cement: The company has entered into a supply and distributorship agreement with Hi-Bond Cement. Its promoter, True North, will sell a 50.1% stake to IRF Entities. Additionally, the company is launching a mandatory open offer to acquire up to 3.85 crore equity shares at Rs 92.20 per share.
- Concord Control Systems: The company has developed India’s first fully indigenous zero-emission propulsion system for converting diesel locomotives.
Quarterly Earnings Watch
- SpiceJet, Prabhat Technologies (India), Toyam Sports, and Sanmitra Commercial are scheduled to announce their quarterly results on September 5.
SME Listing on September 5
- Snehaa Organics
- ABRIL Paper Tech
- Sugs Lloyd
Bulk & Block Deals
- Aptus Value Housing Finance India Ltd: Foreign promoter WestBridge Crossover Fund (part of Mauritius-based WestBridge Capital) sold over 6.09 crore shares (12.2% stake) at ₹328.85 per share, totaling ₹2,005.9 crore. As of June 2025, WestBridge held a 16.9% stake (8.09 crore shares). The entire 12.2% stake was picked up by 24 institutional investors, including Kotak Mahindra MF, ICICI Prudential MF, ICICI Prudential Life Insurance, Tata MF, Edelweiss MF, Edelweiss Life Insurance, East Bridge Capital Master Fund, Bandhan MF, Goldman Sachs, Tata AIG General Insurance, Quant MF, Motilal Oswal MF, ITI MF, Aditya Birla Sun Life MF, and Allianz Global.
- JHS Svendgaard Laboratories Ltd: Green Portfolio sold 5.37 lakh shares (0.6% stake) at ₹11.62 per share, while Nimisha Khandu Solanki acquired 5.93 lakh shares (0.69% stake) at ₹12 per share.
- SG Mart Ltd: Rohan Gupta increased his holding by buying 35 lakh shares (2.78% stake) at ₹333.01 per share.
Meanwhile, Blue Foundry Advisors LLP offloaded 16.3 lakh shares (1.3% stake) at ₹327.44 per share, and QRG Investments and Holdings sold 20 lakh shares (1.58% stake) at ₹327.52 per share. - Vertis Infrastructure Trust : Manipal Education and Medical Group India sold 2.98 crore units at ₹99.57 per unit (worth ₹296.7 crore). Buyers included 360 ONE Real Assets Advantage Fund, 360 ONE Prime, and 360 ONE Portfolio Managers. Separately, Galaxy Investments II (part of KKR and sponsor of the InvIT) sold 10.25 lakh units at ₹98.3 per unit (₹10.07 crore), which were acquired by Whiteoak Capital Mutual Fund.
F&O Cues
- Nifty September Futures up by 0.09% to 24,813 at a premium of 93 points.
- Nifty September futures open interest up by 2.76%.
- Nifty Options 2 September Expiry: Maximum Call open interest at 25000 and Maximum Put open interest at 24,500.
- Securities in Ban Period: RBL Bank
FII & DII cash market and derivatives activity:
Cash Market
- FII (Foreign Institutional Investors): Net sold ₹106.34 crore, indicating mild selling pressure from foreign players.
- DII (Domestic Institutional Investors): Net bought ₹2,233.09 crore, showing strong domestic support in equities.
Derivatives (FII Activity)
- Index Futures: Net sold ₹1,073.01 crore, suggesting a bearish stance on indices.
- Stock Futures: Net sold ₹2,006.78 crore, indicating selling pressure in individual stock futures.
- Index Options: Net bought ₹10,307.56 crore, reflecting heavy positioning in options, possibly hedging or speculative bets.
- Stock Options: Net sold ₹283.39 crore, showing slight unwinding in stock option positions.
Written by Manideep Appana
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