FOMO To FMA - Bulls Buck the Bears: DIIs Outmuscle FIIs as Global Futures Teeter on Edge

Global Market Futures (as of 06:35 AM IST)
US Market (Futures)
      Nasdaq: -0.43%
      Dow Jones: -0.20%
      S&P 500: -0.37%
European (Futures)
      Ftse 100: +0.10%
      Cac 40: +0.13%
      Dax : +0.16%
Asian
      Nikkei: -0.52% 
      ASX 200: +0.03%
      KOSPI: +0.57%
Gift Nifty = 24,764.00 (+0.01%)

FII and DII Trading Activity September 30, 2025 in Cash market:
FIIs / FPIs: Net Sell of ₹2,327.09 crore
DIIs: Net Buy of ₹5,761.63 crore

Quarterly Business Update:

Indian Renewable Energy Development Agency (IREDA) Q2 (YoY)
- Loan sanctioned grows 86% to Rs 33,148 crore Vs Rs 17,860 crore
- Loan disbursements jump 54% to Rs 15,043 crore Vs Rs 9,787 crore

Key Corporate & Economy Updates:

Positive
Nestle India: Signed MoU with Odisha to accelerate investments, boost manufacturing, and generate jobs. Suryoday Bank: Received ₹313.89 crore insurance claim payout, strengthening its microfinance safety net.
Tata Motors: Invested in Freight Tiger, aiming to revolutionize freight movement with AI and global expansion via a new Netherlands entity.
Lupin: US FDA granted approval for Rivaroxaban Oral Suspension for young patients, expanding US market presence.
Jindal Power: Received Competition Commission approval to acquire Jaiprakash Associates.
HUDCO: Sanctioned ₹927.1 billion in loans and disbursed ₹258.38 billion in H1 FY26, supporting infrastructure projects.
DMR Engineering: Won $224,000 contract, highlighting demand in hydropower solutions.
Yogi Ltd: Secured a significant ₹508.3 million contract.
Atlanaa Ltd: Bagged ₹24.85 billion in landmark orders.
AGI Infra: Secured major contract worth up to ₹3.25 billion.
Flair Writing Industries: Surged in trade after resolving ₹14.6 million tax penalty notice.
Sri Lotus Developers: Notched up early bookings worth ₹130 crore in the redevelopment segment.
Meta Infotech: Won Rs 15.8 million contract.
Jost’s Engineering: Secured an order for NVH Instruments worth Rs 36.4 million.
Electronics Mart India: Bagged Rs 75.4 million insurance settlement.

Negative
BHEL: Faced a ₹65.75 crore GST demand from Bengaluru authorities; company evaluating legal response.
ICICI Lombard: Received ₹17.29 billion GST demand and confirmed penalty of ₹1.73 billion.
New India Assurance: Faces ₹23.79 billion tax demand related to GST on co-insurance premiums.
Reliance Infrastructure: Subjected to sudden foreign exchange raids, market sentiment turned cautious.
Valiant Laboratories: Tax demand of ₹7.1 million led to regulatory concerns.
ICICI Bank: Tax show cause notice amounting to ₹216 crore impacted market view.
Newgen Technologies: Facing $1.4 million legal and investment concerns.
Indian Overseas Bank: RBI penalises the bank amid currency circulation fluctuations.

Neutral:
Vedanta: Announced extension of its scheme, reflecting a strategic wait-and-watch approach.
United Spirits: Remained silent on market buzz regarding RCB stake sale.
Inspirisys Solutions: Responding to an ITC-related show cause notice.
LG Balakrishnan & Bros: Detected malware, incident under close monitoring.
Arvind Fashions: Shailesh Chaturvedi resigned as CEO.
GP Petroleums: Appointed Pradeep Kishore Mittal as CEO.
SKF India: Appointed new MD, Shailesh Kumar Sharma, supporting leadership continuity.

Non-Corporate, Unlisted & International Stock News
1) RBI’s 2-day VRR auction to inject ₹1 trillion into banks sets markets on alert.
2) SEBI insists retail algo brokers comply or risk suspension.
3) April-August fiscal deficit hit ₹5.98 trillion, but strong tax revenues support the treasury.
4) Rupee recorded new lows amid global currency headwinds.
5) India’s festive season sees elevated demand for precious metals despite higher imports.
6) New Digital Fintech Board formation signals change in regulatory oversight.
7) Stricter F&O trading rules apply from today, with intraday monitoring.
8) AEQUS: Announced ₹7.2 billion IPO to raise fresh capital and offer for sale.
9) Fabtech Technologies: IPO saw full subscription on Day 2.

Bulk Deals

Awfis Space Solutions
- VBAP Holdings sold 9.96 lakh shares (1.39% stake) at ₹570.12 per share, worth ₹56.8 crore.
- This was its third sale in Q2 FY26, bringing total stake offloaded in the quarter to 3.58%.
- VBAP’s June 2025 holding stood at 5.92% (42.17 lakh shares).

NIBE
- Venus Investments VCC – Venus Stellar Fund bought 2,77,877 shares (1.9% stake) at ₹1,451 per share, valuing the deal at ₹40.3 crore.
- Shares were acquired from Aegis Investment Fund, which held a 4.94% stake as of June 2025.

AAA Technologies
- Promoter Ruchi Anjay Agarwal sold 2.8 lakh shares at ₹79.6 per share to M7 Global Fund PCC – Cell Dewcap Fund.
- Promoters have cumulatively sold 12.52 lakh shares (9.76% stake) in the last week.

Mainboard Listing on October 1
Jain Resource Recycling, Epack Prefab Technologies, BMW Ventures

SME Listing on October 1
Justo Realfintech, Systematic Industries, Solvex Edibles, Praruh Technologies, Gurunanak Agriculture India

On-going IPO
Last Day on 01-Oct-2025
-Glottis Ltd
-Fabtech Technologies Ltd
-Vijaypd Ceutical Ltd (SME)
-Suba Hotels Ltd (SME)

Upcoming IPO
(29-Sep to 3-Oct)
-OM Freight Forwarders Ltd
(30-Sep to 3-Oct)
-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)
(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-Rights Issue on October 1, 2025
Trustedge Capital Ltd
Stocks Under F&O Ban on October 1, 2025
Sammaan Capital Ltd

Source: WOWNEWS24X7,  Moneycontrol,  Investing.com