FOMO To FMA - Market Pulse: Bulls, Deals & Billion-Dollar Dreams—Asia Sidesteps, Wall Street Inches, India Inc Roars

Global Market Futures (as of 07:10 AM IST)
US Market (Futures)
      Nasdaq: +0.01%
      Dow Jones: +0.02%
      S&P 500: +0.03%
European (Futures)
      Ftse 100: -0.22%
      Cac 40: +0.01%
      Dax : -0.11%
Asian
      Nikkei: +0.08% (Futures)(Trading Holiday)
      ASX 200: -0.30%
      KOSPI: +0.03%
      Hang Seng: -0.20%
      Shanghai (SSE): -0.18%
      Taiwan Weighted Index: -0.21%
      Straits Time Index: +0.01%
 Gift Nifty = 25,164.00 (+0.02%)

FII and DII Trading Activity September 12, 2025 in Cash market:
FIIs / FPIs: Net Buy of ₹129.58 crore
DIIs: Net Buy of ₹1,556.92 crore

Results Today for Q1 FY2026
Patel Retail

Key Corporate & Economy Updates:

Positive
Infosys & Reliance: Remain top mutual fund picks, each held by over 500 schemes, underscoring persistent institutional confidence.
Tata Technologies: European ambitions sharpen with ES-Tec acquisition, marking a strategic shift to global markets.
HDFC Small Cap Fund: Upgraded to four stars citing stellar risk-adjusted returns.
Adani Power: Secures a sizable ₹236.71 crore order, propelling its stock into multibagger territory and announces intent to fully commission 2,400 MW in Bihar within 60 months.
Senco Gold: Unveils Middle East expansion with an entry into Saudi Arabia, pursuing international jewelry markets.
Ceigall India: Bags ₹468 crore infra deal, reinforcing its EPC credentials.
Himadri: Invests AUD 15 million in Sicona’s advanced battery technology, supporting clean energy innovation.
Apollo Hospitals: Acquires strategic stake, eyes oncology expansion to deepen its healthcare footprint.
UGRO Capital: Raises fresh funds via NCDs without equity dilution, optimizing capital structure.
Engineers India: Adds ₹6,180 crore to order book, strengthening operations amid infra push.
MSTC Ltd: Gets CPCB nod for effluent treatment plant development, advancing its ESG initiatives.
ICICI Bank: RBI approval for 2% stake increase boosts investor sentiment.
Aristo Bio-Tech: Secures a significant ₹10.62 crore purchase order.
Meta Infotech: Earns renewal order of ₹8 million.
Indobell Insulations: Bags export order worth $161,900, expanding global presence.

Negative
Som Distilleries and Breweries: Customs inquiry in progress, though operations stay unaffected.
Kalpataru Power: Faces a GST penalty demand of ₹3.72 crore.
Paisalo Digital: Faces scrutiny on board moves but remains LIC-backed.

Non-Corporate, Unlisted & International Stock News
1) Balaji Wafers: Global majors ITC, PepsiCo, TPG, and Temasek are reportedly vying for a stake in India’s top snack producer, signaling strong international interest and potential expansion opportunities
2) OYO: OYO's premium brand targets aggressive upscale expansion, planning 40 new hotels in FY26 to capture India’s luxury travel boom.
3) HDFC Small Cap Fund: Upgraded to four stars citing stellar risk-adjusted returns.
4) Myntra: Delivers a robust profit of ₹548 crore, leveraging growth, margins, and dynamic marketing for sustained success.
5) PhonePe: Hit by ₹2.1 million RBI fine for compliance lapses.
6) Groww: Satya Nadella-backed investment platform gears up for IPO targeting $8 billion valuation.
7) Nike: Suffers earnings pressure, leading to underperformance versus market and sector peers.
8) SEBI: Major reforms to boost mutual fund transparency and market efficiency.
9) SEBI’s IPO Rules: Bolder norms for anchor investors and large companies open, offering new scale and transparency.
10) Market Pulse: Focus on SEBI’s IPO reset, Swiggy’s Q-commerce play, Apple’s India push.
11) Gold and silver surge as global volatility drives flows into safe havens.
12) Trump’s India visit renews bilateral trade optimism across IT, textiles, pharma, gems, electronics, and consumer goods.
13) Trump urges NATO to cut off Russian oil supply, amplifying geopolitical risk.
14) India’s GST relabelling to optional, making medicines cheaper and easier.
15) August CPI: Food prices fall but overall inflation ticks up, showing persistent cost pressures.

Bulk Deals:

1) Societe Generale Purchase Transactions (from Marshall Wace)

Bank of Baroda
Purchased 64,16,414 shares (0.12% stake)
Price: ₹238.27 per share
Total Value: ₹152.88 crore

Power Finance Corporation (PFC)
Purchased 24,37,238 shares (0.07% stake)
Price: ₹399.55 per share
Total Value: ₹97.4 crore

Eicher Motors
Purchased 60,405 shares (0.02% stake)
Price: ₹6,758 per share
Total Value: ₹40.82 crore

Max Financial Services
Purchased 74,675 shares (0.02% stake)
Price: ₹1,605.4 per share
Total Value: ₹11.98 crore

2) Tega Industries

Plutus Wealth Management acquired:
5.15 lakh shares (0.77% stake)
Price: ₹1,963.2 per share
Total Value: ₹101.1 cror

3) Cube Highways Trust

ASK Financial Holdings purchased:
84.75 lakh units (0.63% stake)
Price: ₹133 per unit
Total Value: ₹112.7 crore

SME Listing on September 15
Vashishtha Luxury Fashion

On-going IPO
Last Day on 15-Sep-2025
-Airfloa Rail Technology Ltd (SME)
Last Day on 16-Sep-2025
-LT Elevator Ltd (SME)

Upcoming IPO
(15-Sep to 17-Sep)
-TechD Cybersecurity Limited (SME)
(16-Sep to 18-Sep)
-Euro Pratik Sales Ltd

Stocks Trading Ex-Dividend on September 15, 2025
Aarti Pharmalabs Ltd, Alicon Castalloy Ltd, Beekay Steel Industries Ltd, Chaman Lal Setia Exports Ltd-$, Continental Securities Ltd, Ddev Plastiks Industries Ltd, DOMS Industries Ltd, Empire Industries Ltd, Foods & Inns Ltd, Frontier Springs Ltd, Gamco Ltd, Glenmark Pharmaceuticals Ltd, Indraprastha Gas Ltd, Interarch Building Solutions Ltd, Khazanchi Jewellers Ltd, KNR Constructions Ltd, Lambodhara Textile Ltd-$, Landmark Cars Ltd, Lux Industries Ltd, The Phoenix Mills Ltd, Polyplex Corporation Ltd, Power Mech Projects Ltd, Narmada Gelatines Ltd, Storage Technologies and Automation Ltd, Superhouse Ltd, Texmaco Rail & Engineering Ltd
Stock in F&O ban on September 15, 2025
HFCL, Oracle Financial Services Software, RBL Bank

Source: WOWNEWS24X7, Moneycontrol, Investing.com