Global Market Futures (as of 06:40 AM IST)
US Market (Futures)
Nasdaq: +0.21%
Dow Jones: +0.14%
S&P 500: +0.18%
European (Futures)
Ftse 100: +0.32%
Cac 40: +0.20%
Dax : +0.26%
Asian
Nikkei: -0.87%
ASX 200: +0.65%
KOSPI: +1.07%
Gift Nifty = 24,809.00 (+0.15%)
FII and DII Trading Activity September 26, 2025 in Cash market:
FIIs / FPIs: Net Sell of ₹5,687.58 crore
DIIs: Net Buy of ₹5,843.21 crore
Key Corporate & Economy Updates:
Positive
Exide Industries: Infused ₹80 crore into its wholly owned subsidiary Exide Energy Solutions Ltd for the greenfield lithium-ion cell plant in Bengaluru as part of its expansion into EV and energy storage markets. Total investment in the subsidiary reaches ₹3,882.23 crore. The plant is a strategic growth initiative for India’s EV ecosystem.
Jio BlackRock: Launched eight mutual fund schemes spanning equity and debt categories marking a significant step in broadening investment options for Indian investors.
Tata Capital: IPO opening on October 6, 2025, signifying a landmark market entry in the financial services sector.
Tata Motors: Demerger effective October 1, 2025, aimed at unlocking value for investors with a leadership revamp to align with future business directions.
JSW Steel: Supreme Court verdict backed JSW’s Bhushan Power takeover, consolidating steel sector assets.
Quality Power: Secured fresh orders worth ₹287 million including air core reactor supply contracts, boosting infrastructure project revenues.
Oil India: Announced new discoveries and started evaluation testing signaling potential growth in hydrocarbon production.
Orient Ceratech: Committed ₹260 million for plant upgrades in Baraya enhancing ceramic manufacturing capabilities. Azad Engineering: Secured $73.47 million pact with Mitsubishi Heavy Industries for strategic industrial collaboration.
Bharat Forge: Joined AMCA consortium with signed MoUs to grow defense technology footprint domestically.
IRFC and Talcher Fertilizers: Made progress in coal gasification project supporting green energy initiatives.
Godrej Agrovet: Announced a massive ₹9.60 billion investment to expand production facilities. Abhishek Integrations: Secured contract for runway lighting systems, expanding aerospace infrastructure presence.
Brahmaputra Infrastructure: Won ₹169.5 million construction deal, supporting regional infrastructure growth.
Vascon Engineers: Signed MoU with Adani Infra for infrastructure collaboration enhancing project synergies.
Negative
Muthoot Fincorp: RBI Imposes ₹270,000 fine on Muthoot Fincorp for compliance breaches reflecting regulatory enforcement.
Ambuja Cements: Legal challenge ahead on CENVAT credit denial issues reflecting tax disputes.
Neutral:
Eternal: HSBC Research: Picks Eternal as market leader over Swiggy in food delivery segment, reflecting shifting consumer and market dynamics.
UFO Moviez: Tax-related controversies create regulatory uncertainty.
NTPC: Revised North Karanpura power project cost to ₹214.95 billion, possibly impacting timelines.
Excel Industries: Faces ongoing tax demand dispute of ₹292 million, under compliance challenge.
Standard Capital Markets: Eyes global expansion capturing new market opportunities.
Diensten Tech: Strategic acquisition of Klaus IT Solutions accelerates growth.
Welspun Enterprises Subsidiary: Regulatory scrutiny intensifies in Tamil Nadu.
Non-Corporate, Unlisted & International Stock News
1) Alcobrew Distilleries: Announced plans for a ₹250 crore IPO to support growth and expansion in beverage production.
2) The Chatterbox IPO: SME IPO gaining attention; details indicate strong investor interest.
3) Volkswagen India: Initiates fresh strategy to tackle local market challenges.
4) Nifty 50 ETF and Index Fund launched by Zerodha providing new passive investment avenues.
5) Flipkart: Announces HQ relocation to India ahead of expected landmark IPO boosting local sentiment.
6) India’s Ultra-Long Paper Availability for H2 slipped to 29.5% indicating supply chain pressure.
7) India’s Tea Industry: Facing climate threats, price volatility, and import pressures challenging profitability.
8) RBI’s cheque clearing system overhaul starts October 4 promising faster settlements.
9) India to auction ₹190 billion in treasury bills on October 1 as part of borrowing calendar.
10) India States preparing Rs 341 billion fundraising through long-term loans reflecting fiscal strategies.
11) India unveils ₹6.77 trillion borrowing roadmap for October-March 2026 fiscal period.
12) GST 2.0 slashes prices on cars under ₹10 lakh boosting affordability.
13) Weekly bond auctions of ₹320 billion set to influence debt markets.
14) Bond Street Dialogues Ep 2 discusses laddering investment strategies for bond investors.
15) RBI’s tough stance on regulatory compliance sends strong message to financial entities.
16)India’s MSMEs face global supply chain realignment challenges impacting exports.
Bulk/Block Deals
BEL, Bharti Airtel, Eternal, Paytm, Hero MotoCorp, Varun Beverages, Axis Bank, Kotak Bank, Godrej Properties, Shriram Finance
Morgan Stanley has acquired a small stake worth Rs 201.3 crore in 10 companies - Bharat Electronics, Bharti Airtel, Eternal, Paytm, Hero MotoCorp, Varun Beverages, Axis Bank, Kotak Mahindra Bank, Godrej Properties, Shriram Finance, from Goldman Sachs.
VIP Industries
Promoter group entities offloaded a 6.22% stake in VIP for Rs 343.2 crore, with Kiddy Plast selling 10.87 lakh shares at Rs 388 per share, and Piramal Vibhuti Investments selling 77.5 lakh shares at Rs 388.25 per share.
However, Multiples Private Equity Gift Fund IV and Samvibhag Securities acquired 82.2 lakh shares (5.85% stake) in VIP Industries at Rs 388 per share for Rs 319.07 crore.
Mainboard Listing on September 29
Atlanta Electricals, Ganesh Consumer Products
SME Listing in September 29
Prime Cable Industries
On-going IPO
Last Day on 29-Sep-2025
-Jinkushal Industries Ltd
-TruAlt Bioenergy Ltd
-Chattebox Technologies Ltd (SME)
-Telge Projects Ltd (SME)
Upcoming IPO
(26-Sep to 30-Sep)
-Pace Digitek Ltd
-Manas Polymers and Energies Ltd (SME)
-KVS Castings Ltd (SME)
-DSM Freshfoods Ltd (SME)
-M P K Steels Ltd (SME)
-Rukmani Devi Garg Agro Impex Ltd (SME)
-Ameenji Rubber Ltd (SME)
(29-Sep to 1-Oct)
Glottis Ltd
Fabtech Technologies Ltd
Vijaypd Ceutical Ltd (SME)
Suba Hotels Ltd (SME)
(29-Sep to 3-Oct)
-OM Freight Forwarders Ltd
(30-Sep to 03-Oct)
-Advance Agrolife Ltd
-B.A.G. Convergence Ltd
-Sheel Biotech Ltd (SME)
(30-Sep to 06-Oct)
-Greenleaf Envirotech Ltd (SME)
(23-Sep to 07-Oct)
-NSB BPO Solutions Ltd (SME)
Stocks Trading Ex-Reduction of Capital on September 29, 2025
Seshachal Technologies Ltd
Stocks Under F&O Ban on September 29, 2025
RBL Bank
Source: WOWNEWS24X7, Moneycontrol, Investing.com
