Global Market Futures (as of 05:45 AM IST)
US Market (Futures)
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Nasdaq: +0.00%
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Dow Jones: -0.07%
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S&P 500: -0.06%
European (Futures)
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Ftse 100: -0.01%
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Cac 40: -0.03%
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Dax : -0.05%
Asian
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Nikkei 225: -1.26%
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ASX 200: -0.23%
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KOSPI: -0.31%
Gift Nifty: 26177.50 (-0.04%)
FII and DII Trading Activity December 4, 2025 in Cash market:
FIIs / FPIs: Net Sell of ₹1,944.19 crore
DIIs: Net Buy of ₹3,661.05 crore
Key Corporate & Economy Updates:
Positive:
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Samvardhana Motherson: To acquire the remaining stake in Motherson Lumen SA, consolidating ownership in its lighting business.
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Vaswani Industries: Received synchronization permission for its 50 MWp-DC solar plant, with power generation expected to commence within seven days.
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Silicon Rental Solutions: Secured an order worth ₹3.9 million, supporting revenue visibility.
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Deepak Nitrite: Announced ~₹5.15 billion capex for a nitric acid plant and commenced operations of the new nitric acid plant in Gujarat through Chem Tech, strengthening chemical capacity and integration.
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Sterling and Wilson Renewable Energy: Bombay High Court ordered the defendant in its suit against Axis Bank to deposit ₹614 million as a condition to defend, indicating favourable interim progress in litigation.
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Filatex India: Gujarat court quashed show cause notices against the company, removing a regulatory overhang.
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Diamond Power Infrastructure: Received an order for supply of 33kV HV and 3.3kV solar MV cables, including a ₹7.48 billion order from Adani Green Energy, materially boosting order book.
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Nibe Ltd: Took possession of a 314,357 sq m industrial plot at Shirdi Industrial Area, enabling future capacity/expansion plans.
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Atam Valves: Cleared the first audit stage and is nearing the final stage of API certification, which should enhance credentials in global markets.
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HCLTech: Entered into a strategic partnership with Strategy Inc. to advance data analytics at scale using AI-driven solutions, strengthening its digital and AI offerings.
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Divine Power Energy (Vimlesh Industries unit): Executed a machinery supply arrangement, supporting capacity and revenue visibility.
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RNIT AI Solutions: Secured a Tier-2 order (₹10–100 million range) from the Andhra Pradesh Legal Metrology Department, enhancing its government-order portfolio.
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Effwa Infra & Research: Won an order worth ₹3.13 billion, significantly augmenting its infrastructure order book.
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Tata Communications: Acquired a majority stake in Commotion Inc. to fast-track AI-led transformation across its digital fabric, deepening capabilities in AI and digital media.
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Total Transport Systems: Approved disinvestment in Oneworld Logistics valued at ₹750 million, unlocking value and rationalising its investment portfolio.
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Purple Finance: Approved sale of part of its portfolio to IDFC First Bank for ₹173.7 million, improving liquidity and freeing capital.
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Zen Technologies: Received an order worth ₹1.20 billion, strengthening defence-tech revenues.
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RailTel Corporation: Won an order worth ₹639.3 million, further strengthening its telecom and networking order pipeline.
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Lloyds Engineering Works: Entered into an agreement with Italy’s Virtualabs S.R.L. to develop radar technology for defence and civil applications, adding a new technology vertical.
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Seamec Ltd: Secured a vessel charter contract valued at about US$43.07 million, providing multi-year revenue visibility.
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IIFL Capital Services / IIFL Commodities: SAT reduced the penalty on IIFL Commodities, easing regulatory and financial impact.
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Niraj Cement Structurals: Received a work order worth ₹826.6 million, reinforcing its construction order book.
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Panabyte Technologies: Won a work order worth ₹15.2 million, adding to near-term revenue visibility.
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Vedanta: Moody’s revised Vedanta’s outlook to Positive while affirming ratings, signalling improving credit profile.
Negative:
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IndiGo (InterGlobe Aviation): IndiGo is facing major flight disruptions and cancellations after misjudging Phase 2 pilot duty rule changes. The DGCA has ordered strict monitoring, a cap on fares, and flight reductions from December 8. IndiGo cited roster and crew issues, seeking temporary relief until February 10 to restore normal operations.
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Tata Power Company: Temporarily suspended operations at its units located at Mundra, with resumption only anticipated tentatively by December 31, implying near-term operational and earnings impact.
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Deepak Builders & Engineers India: DGGI conducted search proceedings at its Ludhiana office, with the company voluntarily depositing ₹35 million, highlighting regulatory scrutiny and potential liability risk.
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Reliance Industries: The Supreme Court dismissed the company’s appeal in the matter relating to disclosure of the Jio–Facebook deal and upheld the ₹3 million penalty, keeping the compliance overhang intact.
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Jaiprakash Associates: Reported provisional total outstanding borrowings of ₹553.71 billion as of November 5, underscoring elevated leverage and balance sheet stress.
Neutral / Others
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Tata Steel: High Court extended interim court protection over litigations linked to the company’s Sukinda chromite block till December 12, maintaining status quo without resolving the underlying dispute.
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Multi Commodity Exchange (MCX): Clarified that news related to introduction of weekly expiry is baseless, removing speculation but with no immediate financial impact.
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PDS Ltd: Received HKD 300,000 from divestment of its shareholding in ONME Soho Health and Beauty, a small, non-material portfolio adjustment.
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Paisalo Digital: Board to consider a fund-raising proposal via non-convertible debentures (NCDs), indicating ongoing funding planning with no quantum finalised yet.
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Ashiana Housing: Board to consider raising funds via NCDs, signalling potential debt capital planning without immediate balance-sheet impact.
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Adarsh Plant Protect: CFO Himanshu Bhoi resigned effective December 13, 2025; routine senior management change with no further disclosures on strategic impact.
Non-Corporate, Unlisted & Foreign / Macro
1) Russia–India Investment & Rupee Surplus (Sberbank, Gazprombank, Alfa Bank): Russia’s Sberbank plans to invest rupee surpluses in Indian government securities and markets, committing a few hundred million dollars over three years and launching retail operations. Gazprombank and Alfa Bank also seek entry, signaling stronger
2) Russia–India financial ties.
India–Russia Industrial & Fertiliser Cooperation:
India is set to ink a joint venture with Russia’s Uralchem to build a urea plant in Russia during Putin’s visit, alongside talks on easing farm export certifications.
3) US–India Engagement: A US trade delegation will visit Delhi next week for discussions; Putin urged constructive dialogue on Ukraine and praised Trump’s economic advisors for supporting tariff-driven growth.
4) RBI: The Reserve Bank of India will conduct a three-day variable rate reverse repo (VRRR) auction for ₹1 trillion on December 5 under LAF, signalling active liquidity management.
5) Government Bonds: The 10-year benchmark government bond yield (IN063335G=CC) closed at 6.5267% versus 6.5369% previously, indicating a marginal softening in yields.
6) SEBI: Issued a consultation paper on reviewing existing position limits for trading members in the equity derivatives segment, potentially impacting leverage and risk management norms.
7) BSE: Scheduled mock trading sessions on December 6 for the commodity and currency derivatives segment and for equity and equity derivatives, aimed at testing systems and ensuring market resilience.
8) Commodities & Trade – Edible Oils: Indian refiners cancelled contracts to import 70,000 metric tons of soyoil for December–January shipment, according to trade sources, signalling adjustments in import strategy amid pricing or margin considerations.
9) Vinfast: VinFast will invest $500 million in a Tamil Nadu plant to produce electric buses and scooters, expanding⁶ its EV footprint in India.
10) BAT: British American Tobacco (BAT) stated that proceeds (from its capital actions) will be used to reduce leverage to 2–2.5x net debt/EBITDA by 2026, prioritizing balance-sheet strength.
11) Nexus Venture Partners: Closed a US$700 million fund to back founders in transformative AI, consumer and fintech startups, adding to capital availability for Indian and global startups.
12) Dream11 (Dream Sports): Announced a pivot from pure gaming to a broader sports entertainment platform, indicating evolution of its business model.
13) Smartworks Coworking Spaces: Leased 168,000 sq ft of space to a major IT firm in Kolkata, highlighting robust demand for flexible workspaces; Smartworks remains an unlisted player.
14) Excelsoft Technologies & AQA: Formed a joint AI taskforce, targeting AI-led enhancements in educational assessment and technology, with both entities understood to be unlisted.
15) Sovereign & Regulatory Cooperation – Cayman Islands & GIFT City: Cayman Islands plans pacts with SEBI and IFSCA for regulatory information exchange to enhance cross-border oversight and capital flows.
16) India Trade & Export Policy: India’s Trade Secretary expressed expectations that Russia will ease farm sector certifications and standards, which would support higher Indian agricultural exports into the Russian market.
Bulk Deals:
Delta Corp: Promoter Jaydev Mukund Mody bought 14 lakh shares (0.52 percent stake) of the company at Rs 68.46 each.
Greenlam Industries: DSP Mutual Fund acquired 28.02 lakh shares (1.10 percent) at Rs 243.5 each, while HDFC Mutual Fund sold 26.25 lakh shares (1.03 percent) at the same price.
Jyoti Global Plast: Viradia Ramesh Ramjibhai purchased 1.22 lakh shares (0.62 percent stake) at Rs 55.77 each, whereas 3 Sigma Global Fund offloaded 1.04 lakh shares ( 0.52 percent stake).
Nectar Lifesciences: Jaideep Sampat sold 16.96 lakh shares (0.76 percent) at Rs 20.54 each.
Paramount Dye Tec: Comely Electrical Private Limited bought 1.21 lakh shares (1.75 percent) at Rs 52.99 each.
On-going IPO:
Last Date 05-Dec
-Meesho Ltd
-Aequs Ltd
-Vidya Wires Ltd
-Shri Kanha Stainless Ltd (NSE SME)
Upcoming IPO:
(04-Dec to 08-Dec)
-Luxury Time Ltd (BSE SME)
(05-Dec to 09-Dec)
-Encompass Design India Ltd (NSE SME)
-Flywings Simulator Training Centre Ltd (NSE SME)
-Methodhub Software Ltd (BSE SME)
(08-Dec to 10-Dec)
-Corona Remedies Ltd
-Wakefit Innovations Ltd
-Riddhi Display Equipments Ltd (BSE SME)
Securities Trading Ex-Bonus on December 5, 2025
Apis India Ltd (24:1)
Panorama Studios International Ltd (5:2)
Securities Trading Ex-Rights Issue on December 5, 2025
Hindustan Construction Company Ltd
Securities Trading Ex-Stock Split on December 5, 2025
Computer Age Management Services Ltd (From Rs.10 to Rs.2)
Securities Trading Ex-Spin Off (Demerger) on December 5, 2025
Hindustan Unilever Ltd
Securities Under F&O Ban on December 5, 2025
Sammaan Capital, Bandhan Bank
Source: WOWNEWS24X7, Moneycontrol, Investing.com
