Nifty 50 opened at 25,034.50, down by 12.10 points (-0.033%). Bank Nifty opened at 55,049.15, decreased by 72.5 points (-0.3%). Sensex opened at 81,574.31, shrank 156 points (-0.30%). GIFT Nifty is currently trading at 25,096.00.
Global index as of 25 September 2025
- DOW 30 closed at 46,121.28, down by 171.50 points (-0.37%).
- S&P 500 closed to 6,637.97, plummeted by 18.95 points (-0.28%).
- NASDAQ decreased by 75.62 points (-0.33%), closing at 22,497.86.
- FTSE 100 increased by 27.11 points (0.29%) to settle at 9,250.43.
- DAX zoomed by 55.48 points (0.23%), ending at 23,666.81.
- NIKKEI 225 increased 89.40 points (0.20%) to trade at 45,719.71.
Commodities Update
- Gold: Currently trading at Rs. 112,425 per 10 grams.
- Silver: jumped by Rs. 0.22%, now at Rs 134,299 per kilo.
- Crude Oil: Prices have declined by 0.10%, reaching 68.165, compared to the previous close of 68.235.
Global events/updates
The U.S. is expanding tariff probes under national security concerns, now targeting robotics, industrial machinery, and medical devices. This includes imports like wheelchairs, hospital beds, syringes, and pacemakers. The move could bring new tariffs, similar to earlier actions on steel, aluminum, and cars. It signals rising trade protectionism with possible effects on healthcare costs and technology industries.
Chery Automobile, China’s biggest vehicle exporter, raised HK$9.1 billion (US$1.2 billion) in its Hong Kong IPO. Shares opened strong, climbing 11% above the issue price. The debut highlights Hong Kong’s busy IPO market. However, the company canceled its planned listing ceremony due to citywide shutdowns caused by Super Typhoon Ragasa, though trading launched as scheduled.
Asia-Pacific markets were mixed as Wall Street tech sell-offs weighed on sentiment. Nvidia dropped nearly 1%, extending earlier losses amid doubts about the AI industry’s growth. Meanwhile, attention turned to Chinese automaker Chery Automobile’s Hong Kong debut after its $1.2 billion IPO. Chery’s shares jumped 11% at opening, signaling strong investor interest despite broader market caution.
Wall Street fell for a second day as investors booked profits ahead of key economic data. The Dow lost 170 points, while Nvidia and Oracle weighed on tech. Valuation concerns grew after Powell’s comments on pricey equities. Intel gained 6% on Apple investment talks, and Lithium Americas surged 95% on reports of U.S. government interest.
The Union Cabinet approved a ₹69,725 crore plan to boost shipbuilding and maritime sectors over 10 years. It includes financial aid for shipyards, a ₹25,000 crore Maritime Development Fund, and incentives for green vessels. The reforms aim to cut costs, encourage local shipbuilding, create 30 lakh jobs, promote exports, and support India’s “Atmanirbhar Bharat” vision.
Stocks to watch
- Tata Steel: The company acquired 457.7 crore shares of T Steel Holdings PTE for ₹4,054.7 crore, strengthening its ownership and reflecting a strategic investment aimed at consolidating its position in the global steel business.
- Dalmia Bharat: Its subsidiary received an order under the PMLA, with the adjudicating authority confirming a provisional attachment worth ₹793.34 crore, originally issued on March 31, 2025, highlighting ongoing regulatory scrutiny and financial impact.
- Polycab: Promoters, including members of the Jaisinghani family, plan to sell 1.2 million shares worth ₹880 crore. The floor price is ₹7,300 per share, representing a 3% discount to the current market price.
- Max Financial: The company’s subsidiary completed the allotment of 80,000 debentures through private placement, raising ₹800.12 crore. This move strengthens its financial flexibility and provides fresh capital for ongoing and future business needs.
- Waaree Energies: The company invested ₹300 crore into its subsidiary, Waaree Energy Storage Solutions, via a rights issue. The move underlines Waaree’s focus on expanding renewable and energy storage capacities in line with market opportunities.
- Kingfa Science: The board approved allotment of 14 lakh shares at ₹3,470 each, aggregating nearly ₹500 crore. This capital infusion supports the company’s growth plans and enhances its balance sheet for future expansion.
- Lupin: The pharma company received tentative U.S. FDA approval for Bictegravir, Emtricitabine, and Tenofovir Alafenamide tablets, a combination therapy for HIV treatment in adults, boosting its global drug portfolio and growth opportunities in generics.
- Fineotex Chemical: The board will meet on September 27 to consider key proposals, including an interim dividend, a stock split, and a potential bonus issue, which could enhance shareholder value and improve stock liquidity.
- Gujarat Pipavav Port: The port operator secured a five-year contract from ONGC, effective October 1, to provide port and storage facilities. This long-term deal strengthens recurring revenues and reinforces its strategic importance in energy logistics.
- SMC Global: The company’s board approved issuing bonus shares in a 1:1 ratio, rewarding shareholders with additional stock and aiming to enhance liquidity while reflecting confidence in its financial performance and growth outlook.
- Swan Defence and Heavy Industries: SDHI signed an exclusive MoU with Royal IHC and Alar Infrastructure to design, build, and retrofit advanced offshore vessels at its Pipavav Port shipyard in Gujarat, strengthening India’s shipbuilding capabilities.
- Indian Hotels: The company announced plans to open a new 310-room Taj luxury hotel in Visakhapatnam, Andhra Pradesh, expanding its presence in southern India and strengthening its premium hospitality footprint in key urban markets.
- YES Bank: Japan’s Sumitomo Mitsui Banking Corporation (SMBC) has increased its stake in YES Bank by 4.22%, reflecting growing confidence in the private lender’s performance and long-term prospects within India’s banking and financial sector.
- SEPC Ltd: The company secured a ₹75.19 crore order from Gefos Solutions to supply construction materials for four residential projects. The contract, to be completed in 8–9 months, strengthens its order book amid housing demand.
- AWL Agri Business: AWL signed a two-year MoU with SEA and SREC to lead the National Mustard Model Farm Initiative, aiming to improve mustard farming practices, sustainability, and productivity across India’s agricultural sector.
- Capricorn Systems Global Solutions: The company launched a new business line focused on trading, supply, and distribution of agricultural commodities such as rice, wheat, pulses, and oilseeds, along with other commodities like coal and granite.
- Newgen Software Technologies: Its UK subsidiary signed a five-year master services agreement with TCS NV, Belgium, covering cloud hosting, software licensing, and implementation services. The deal is purely commercial, boosting international technology collaborations.
- Glenmark Pharma: Glenmark Specialty SA signed an exclusive licensing deal with Hengrui Pharma for HER2 cancer drug Trastuzumab Rezetecan. Glenmark will pay $18 million upfront, up to $1.09 billion in milestones, plus royalties.
- Piramal Enterprises: The company secured NCLT approval to merge with Piramal Finance. Anand Piramal will chair the merged entity, while Ajay and Swati Piramal continue steering the group’s overall leadership and strategic direction.
- IPCA Labs: The pharma firm partnered with U.S.-based BioSimilar Sciences for developing a monoclonal antibody biosimilar targeting cancer and autoimmune diseases. The first launch is planned for 2027, with Ipca earning milestone payments and royalties.
- Birla Corp: Its subsidiary RCCPL emerged as the preferred bidder for the Kanpa-Junapani limestone block in Telangana’s Adilabad district. The block covers 3.38 sq km, with Birla offering an aggressive 87.05% revenue-sharing commitment.
Bulk and Block Deals
- Akzo Nobel India: Multiple block deals occurred. Buyers include Nippon India Mutual Fund (8.15 lakh shares, 1.79%), WF Asian Smaller Companies Fund Ltd (5.28 lakh shares, 1.16%), Goldman Sachs Funds – Goldman Sachs India Equity Portfolio (4.50 lakh shares, 0.99%), Aditya Birla Sun Life Mutual Fund (45,986 shares, 0.10%), Bandhan Mutual Fund (29,928 shares). Sell-offs were by Promoter Imperial Chemical Industries Limited (22.77 lakh shares, 5%).
- Coffee Day Enterprises: AHIH Resorts and Retreat Private Limited bought 88.28 lakh shares at Rs 44.45 each; CEO Malavika Hegde sold 88.28 lakh shares (4.18%) at Rs 44.45 each.
Brokerage Recommendations
Updater Service
- Target Price:- Rs 412
- Upside:- 63%
- LSEG
CMS Info Systems
- Target Price:- Rs 576
- Upside:- 48%
- LSEG
Quess Corp
- Target Price:- Rs 379
- Upside:- 47.10%
- LSEG
Just Dial
- Target Price:- Rs 1,160
- Upside:- 41%
- LSEG
Mainboard/SME IPO Listing on September 25
- Ivalue Infosolutions: The IPO has seen strong demand, with full subscription achieved. The retail quota was subscribed 1.28 times, NII category 1.26 times, while QIBs showed robust interest with 3.18 times subscription.
- JD Cables: Launching a ₹95.99 crore issue, including ₹84.41 crore fresh issue and ₹11.58 crore offer for sale, at a price band of ₹144–₹152. The company manufactures premium cables and conductors for power transmission and distribution.
Stocks in F&O ban
- HFCL
- RBL Bank
- Sammaan Capital
Stocks Trade Ex-Dividend
- Adtech Systems Ltd
- Evans Electric Ltd
Written by Abhishek Singh
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