Global Market Futures (as of 07:00 AM IST)
US Market (Futures)
Nasdaq: +0.17%
Dow Jones: 0.11%
S&P 500: +0.14%
European (Futures)
Ftse 100: +0.09%
Cac 40: +0.07...
Global Market Futures (as of 07:00 AM IST)
US Market (Futures)
Nasdaq: +0.17%
Dow Jones: 0.11%
S&P 500: +0.14%
European (Futures)
Ftse 100: +0.09%
Cac 40: +0.07%
Dax : +0.19%
Asian
Nikkei: +1.56%
ASX 200: +0.08%
KOSPI: +0.57%
Hang Seng: -0.43%
Taiwan Weighted Index: +0.28%
Straits Times Index: -0.26
Gift Nifty = 24,942.00 (-0.01%)
Note: South Korea & China markets observe Trading Holiday on account of National Day
FII and DII Trading Activity October 1, 2025 in Cash market:
FIIs / FPIs: Net Sell of ₹1,605.20 crore
DIIs: Net Buy of ₹2,916.14 crore
Quarterly Business Update:
V-Mart Retail Q2 (YoY)
- Total revenue from operations grows 22% to Rs 807 crore Vs Rs 661 crore
- Same-Store-Sales-Growth (SSSG) at +11%
- Company opens 25 new stores & closes 2 stores during the quarter
Key Corporate & Economy Updates:
Positive
BLS International — Acquires Trefeddiian Hotel (UK) for GBP 6.55 mn; diversifies into hospitality; likely EPS-neutral near term but adds asset base.
TTK Prestige — Capacity expansion in cookware; supports festive/exports demand; medium-term margin leverage.
RITES Ltd — ₹362.3 mn work order from Damodar Valley Corp; order book accretive; negligible execution risk.
Phantom Digital Effects — US tariff risk averted; removes a key overhang on margins/export pipeline.
Tech Mahindra — Partners Abacus Insights to enhance CMS interoperability for U.S. payers; expands healthcare vertical credentials.
Indian Bank — Strong Sept. advances & deposits; signals robust Q2 operating metrics ahead.
Crompton Greaves (Consumer/Electricals) — Solar pump supply for MP under PM-KUSUM; tailwind for rural/renewables franchise.
Sammaan Capital — International Holding Company (IHC) Plans 40–45% controlling stake in the company; potential scale-up in India financials adjacency.
Hexaware — Back-to-back dividend; 575% payout and October windfall; strong cash generation signal.
XTGlobal — Phase II with leading U.S. provider; execution continuity in healthcare IT.
Utkarsh Small Finance Bank — Rights issue to fund growth; improves capital buffers.
Ajooni Life Sciences / Sat Kartar — Sonipat plant expansion; capacity-led growth runway.
United Spirits — Water charges overturned; regulatory relief boosts profitability.
JSW Steel — Moody’s outlook to Positive; Ba1 affirmed; reduces funding costs potential.
One Mobikwik Systems (subsidiary) — ₹9.99 cr infusion into NBFC arm; accelerates credit products.
Fortis Healthcare & Gleneagles — Ops partnership from Oct; synergy on clinical programs.
SWELECT Energy — New 2 MW solar plant (TN); steady annuity addition.
Integrated Personnel Services — New CFO appointed; governance/finance strengthening.
Nuvama — SEBI nod for mutual fund foray; expands fee pools.
Sical Logistics — ₹120 cr funding from HDFC Bank; balance sheet/liquidity boost.
Krishival Foods — Approves fundraise; growth capex runway.
TVS Motor — Sep sales record 5.41 lakh (+22%); robust festive cue.
John Cockerill India — Cold rolling mill for Godawari (Raipur); capex cycle leverage.
Allcargo Terminals — Plans ₹38 cr equity infusion; capacity/tech upgrade.
Religare Enterprises — Gurumurthy Ramanathan appointed Non-Exec Chair; leadership stability.
Pondy Oxides — $0.5 mn into Ace Green Recycling; green-tech adjacency.
Billwin Industries — Production hits 20,000 garments/month; operating leverage ahead.
Capital Trust — Launches gold loans; yields/NIM accretive.
Angel One — Hires Sridhar Govardhan (CISO); strengthens cyber posture.
Reliance Brands — Partners Stella McCartney; premium/luxury portfolio deepen.
Diffusion Engineers — Wins ₹228.6 mn project; order book uptick.
Maruti Suzuki — Sep sales 189,665 units; solid core momentum.
Eicher Motors (Royal Enfield) — Sep sales 124,328 units; reinforces premium bike outperformance.
Optivalue Tek — ₹500 mn IT services order; execution visibility.
Goodluck India — Arms Act license; Q3 defence trial production; entry into higher-margin defence.
RITES Ltd Bags Work Order Worth 362.3 Million Rupees from Damodar Valley Corporation
Negative
ACC Ltd — Income tax penalty orders; company to appeal & seek stay; potential contingent liability.
RBL Bank — Major GST reversal notice; large potential liability tied to digital biz tax credits.
Veer Global — GST demand; regulatory overhang.
Raymond — Income Tax Department surveys across offices; adds compliance overhang.
PVR INOX — CCI orders investigation; potential for penalties/remedies.
Coal India — Sep output & offtake decline; demand/supply pressures could weigh on Q2 prints.
Q2 guide: Unimech Aerospace — Revenue slowdown flagged; sectoral shift pressure.
Le Travenues (ixigo parent) — Two SCNs ₹39.9 mn; early-stage proceeding.
Uno Minda — Tax demand ₹41.3 mn; modest quantum vs scale.
Neutral:
Leadership: HDFC Bank — Rahul Shyam Shukla resigns (effective Oct 1); succession well-telegraphed but near-term BU transition.
Thyssenkrupp / JSW / Jindal — EPG exit; talks with Jindal; watch for India JV/asset reshuffle implications.
Shriram Finance — Denies MUFG stake chatter; price action termed “market-driven”.
Integrated Personnel Services — CFO change flagged above.
Mercury EV-Tech — ROC-approved AGM extension; routine compliance.
Yash Innoventures — CFO reinstated; governance neutral.
Padam Cotton Yarns — Considering fund raise; dilution vs growth trade-off.
Reliable Data Services — GST office visit/summon; info-gathering stage.
Zydus Lifesciences — CRL for CUTX-101 (Menkes); pathway clarity awaited.
KRBL — Wins ₹4.03 bn bid for Panipat property; cap allocation watch.
Hariom Pipes — Q sales 60,150 MT (+7% YoY); steady.
Wipro — Strategic consolidation; medium-term margin focus.
Crompton / SWELECT — execution/receivables watch in govt programs.
Tilak Ventures — To consider fund raising; details awaited.
Toss the Coin — US marketing alliance; traction TBD.
Non-Corporate, Unlisted & International Stock News
1) Trump administration pharma tariffs — 100% tariff plan paused but policy risk remains; sentiment overhang for global pharma with U.S. exposure.
2) Russia oil exports — Western ports +25%; supportive for global tanker/shipping plays; mixed for India refiners (input costs).
3) SEBI — Validated UPI handles + ‘SEBI Check’; sector infra uplift.
4) Energy: Fuel futures eased after U.S. storage data; risk assets firm up.
5) Rates: RBI T-Bill auction—partial allotments across tenors signalled.
6) Commodities/Geopolitics: Russia’s western ports reported a ~25% oil export spike, influencing crude spreads.
Bulk Deals
Eternal: BofA Securities Europe SA has acquired 82 lakh shares in Eternal (0.08% stake) at Rs 325.5 per share, valued at Rs 266.91 crore, from Goldman Sachs Bank Europe SE – ODI.
RBL Bank: Morgan Stanley Asia Singapore Pte bought 32.51 lakh shares (0.53% stake) in the private sector lender at Rs 274.44 per share, for Rs 89.2 crore.
Sammaan Capital: Goldman Sachs (Singapore) Pte – ODI purchased 66.38 lakh shares (0.8% stake) at Rs 164.67 per share, for Rs 109.31 crore.
Jain Resource Recycling: Motilal Oswal Mutual Fund acquired an additional 25 lakh shares (0.72% stake) at Rs 273.95 per share, for Rs 68.48 crore. As per the latest shareholding pattern, Motilal Oswal Select Opportunities Fund Series IV held a 1.46% stake (50.55 lakh shares) in Jain Resource.
Mainboard Listing on October 3
Trualt Bioenergy, Jinkushal Industries
SME Listing on October 3
Earkart, Telge Projects, Chatterbox Technologies, Gujarat Peanut and Agri Products
On-going IPO
Last Day on 03-Oct-2025
-OM Freight Forwarders Ltd
-Advance Agrolife Ltd
-B.A.G. Convergence Ltd (SME)
-Sheel Biotech Ltd (SME)
-Munish Forge Ltd (SME)
-Infinity Infoway Ltd (SME)
-Zelio E Mobility Ltd (SME)
-Valplast Technologies Ltd (SME)
Upcoming IPO
(26-Oct to 06-Oct)
-DSM Fresh Foods Ltd
(30-Sep to 06-Oct)
-Greenleaf Envirotech Ltd (SME)
-Shlokka Dyes Ltd (SME)
(23-Sep to 07-Oct)
-NSB BPO Solutions Ltd (SME)
(03-Oct to 07-Oct)
-WeWork India Management Ltd
(06-Oct to 08-Oct)
-Tata Capital Ltd
Stocks Trading Ex-Dividend Issue on October 3, 2025
Fineotex Chemical Ltd, Glenmark Pharmaceuticals Ltd
Stocks Trading Ex-Bonus Issue on October 3, 2025
GEE Ltd (1:1), Paushak Ltd (3:1), Shilpa Medicare Ltd (1:1)
Stocks Trading Ex-Rights Issue on October 3, 2025
U.H. Zaveri Ltd
Stocks Trading Ex-Split Issue on October 3, 2025
Paushak Ltd (From Rs.10 to Rs.5),
Sumeet Industries Ltd (From Rs.10 to Rs.2)
Stocks undergoing Resolution Plan-Suspension on October 3, 2025
Shivom Investment & Consultancy Ltd
Stocks Under F&O Ban on October 3, 2025
RBL Bank, Sammaan Capital
Source: WOWNEWS24X7, Moneycontrol, Investing.com
