Global Market Futures (as of 06:05 AM IST)
US Market (Futures)
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Nasdaq: +0.04%
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Dow Jones: -0.04%
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S&P 500: -0.02%
European (Futures)
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Ftse 100: -0.06%
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Cac 40: +0.06%
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Dax : +0.02%
Asian
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Nikkei 225: -0.18%
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ASX 200: -0.26%
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KOSPI: -0.39%
Gift Nifty: 26332.00 (-0.01%)
FII and DII Trading Activity December 5, 2025 in Cash market:
FIIs / FPIs: Net Sell of ₹438.90 crore
DIIs: Net Buy of ₹4,189.17 crore
Results Today:
Physicswallah, Fujiyama Power Systems, and Neogem India will announce their quarterly earnings on December 8.
Key Corporate & Economy Updates:
Positive:
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Biocon: Biocon’s planned $5.5 billion Biocon Biologics buyout consolidates biosimilar assets under one platform, enhancing global scale and long-term biopharma competitiveness.
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Angel One: Angel One clarifies that the recent Cloudflare outage had limited impact, with its mobile app and core trading systems remaining operational, underscoring platform resilience.
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Kiran Vyapar Ltd.: Kiran Vyapar’s strategic acquisition of Altstar Capital marks its entry into real estate services, diversifying revenue streams beyond core financial activities.
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Zen Technologies: Zen Technologies secures a ₹1.2 billion defence contract from the Ministry of Defence, strengthening its order book and visibility in the domestic defence simulation market.
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CARE Ratings: CARE Ratings receives SEBI approval to act as a Past Risk and Return Verification Agency, adding a new regulated service line and reinforcing its position in the capital markets ecosystem.
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Jubilant FoodWorks: Jubilant FoodWorks gains tax relief as income tax demand is reduced to ₹1.90 billion, easing contingent liability overhang and supporting earnings visibility.
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Apollo Tyres: Apollo Tyres sees tax litigation of ₹2,791 million quashed, removing a significant contingent risk from its balance sheet and improving regulatory clarity.
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ACS Technologies: ACS Technologies wins a fresh ₹5.4 crore domestic order, adding to its growing project pipeline and reinforcing execution momentum in the tech and engineering segment.
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Diffusion Engineers: Diffusion Engineers bags a ₹97.98 crore order for beneficiation equipment from a domestic client, meaningfully augmenting its order book in the mining and minerals value chain.
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Vertis Infra Trust: Vertis Infra Trust unlocks a ₹700 crore commercial paper pipeline to fund highway projects, improving capital access and supporting growth in infrastructure assets.
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CEAT: CEAT’s board approves a ₹250 crore NCD issuance, providing financial flexibility for capex and balance sheet management without immediate equity dilution.
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Genesys: Genesys secures a ₹173.8 crore mapping and SDV technology contract from Tata Motors, deepening its position in automotive digital mapping and software-defined vehicle solutions.
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Senores Pharmaceuticals: Senores Pharmaceuticals receives Philippine FDA approval for 10 products, opening a new regulated market and expanding its international formulations footprint.
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Leo Dryfruits: The Company acquires a 60% stake in STK Food Processing, owner of the POPMAK brand, strengthening its presence in value-added packaged snacks within the unlisted consumer foods space.
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BMW Ventures: BMW Ventures secures a ₹6.02 crore steel girder supply order, adding to infrastructure-linked execution in the unlisted industrial supply chain segment.
Negative:
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Advent–Whirlpool India: Talks between Advent and Whirlpool India for a ~$1 billion stake sale collapse on valuation differences, delaying potential value unlocking and strategic reshaping of the India business.
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Kalpataru Projects: Kalpataru Projects faces a ₹7.11 crore tax demand dispute, highlighting compliance friction and adding to near-term regulatory overhang.
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Newgen Software: Newgen’s Kuwait platform project moves from award to withdrawal, pausing execution and pushing out potential revenue from the contract.
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Aarti Industries: Aarti Industries receives an excise duty demand and penalty, prompting a prompt appeal but adding uncertainty around possible financial impact.
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Supreme Petrochem: Supreme Petrochem temporarily shuts down operations at its Manali plant due to flooding, disrupting production and potentially impacting near-term volumes.
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J&K Bank / Fino Payments Bank (Mixed, Regulatory Tilt): RBI actions see a monetary penalty imposed on J&K Bank even as Fino Payments Bank receives in-principle approval to transition to a Small Finance Bank, signalling tighter compliance scrutiny alongside selective growth enablement.
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Reliance Anil Ambani Group (Yes Bank Fraud Case): Enforcement Directorate freezes assets worth ₹1,120 crore linked to entities of the Reliance Anil Ambani group in the Yes Bank fraud probe, intensifying legal and reputational risks for the group.
Neutral / Others
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Desh Rakshak: Desh Rakshak reports strong profitability supporting payouts to investors, but fundraising via warrants takes a backseat, balancing near-term shareholder returns with moderated growth capital plans.
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Biocon / Viatris (Biocon Biologics Deal): Viatris’ $815 million cash-out from Biocon Biologics refines the partnership structure, with Biocon assuming greater operational control while Viatris monetises its stake, keeping long-term impact contingent on integration and leverage management.
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Uniparts India: Uniparts India appoints Tanushree Bagrodia as Group CEO effective 1 January 2026, signalling a planned leadership transition aimed at driving the next phase of growth and globalisation.
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Linde India: Linde India announces the resignation of CFO Neeraj Kumar Jumrani, indicating a leadership transition in the finance function while routine succession planning is expected to ensure continuity.
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BCL Enterprises: BCL Enterprises strengthens its finance leadership with the appointment of Shahzaib Nawaz as CFO, enhancing oversight of capital allocation and risk management without materially altering near-term fundamentals.
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Shriram Finance: Shriram Finance marks a leadership transition as Y. S. Chakravarti completes his tenure, with succession plans aimed at preserving strategic continuity in its retail lending franchise.
Non-Corporate, Unlisted & Foreign / Macro
1) OPG Power Ventures: OPG Power Ventures secures TNERC approval for a 160 MW power supply arrangement, bolstering revenue certainty from its India operations.
2) Encompass Design India: Encompass Design India’s IPO opens with a mixed subscription response on day one, reflecting moderate investor appetite and leaving final demand dependent on institutional and HNI traction.
3) Salesforce–Informatica: Salesforce finalises an ~$8 billion deal for Informatica, reinforcing its data integration and AI capabilities and signalling continued consolidation in global enterprise SaaS.
4) India Clean Energy Policy: The Government of India reiterates policy continuity for clean energy projects, reassuring investors on long-term stability of renewable frameworks and contract sanctity.
5) India Power Mix – Coal: India’s Power Secretary reaffirms coal’s core role in energy security, targeting 307 GW coal capacity by 2035, indicating sustained demand visibility for coal-linked assets alongside renewables.
6) MCA – Small Company Definition: The Ministry of Corporate Affairs expands the financial thresholds for classifying “small companies”, offering compliance relief and lower regulatory burden for a larger base of MSMEs.
7) Zepto: Quick-commerce player Zepto plans a ~$500 million IPO, transitioning from private to public markets and positioning itself among India’s next wave of consumer tech listings.
8) Dropshipping / E-Commerce Models: Dropshipping emerges as a “zero stock” online retail model positioned as a fast-track wealth creation tool ahead of 2026, underscoring rising interest in asset-light digital commerce strategies.
9) SEBI – Leadership Move: Sandip Pradhan’s move from a tax administration role to SEBI as a capital markets chief underscores the regulator’s focus on deepening tax, compliance, and market oversight expertise.
10) GIFT City: Banking assets in GIFT City surpass $100 billion, firmly cementing it as India’s flagship international financial centre and enhancing its appeal for global treasury and banking operations.
11) SEBI – FPI/DDP Consultation: SEBI launches a consultation to revise the FPI/DDP master circular, inviting stakeholder comments and signalling potential changes in foreign portfolio investment and custodian frameworks.
12) States’ Market Borrowing: RBI confirms a ₹159.64 billion state government securities auction on 9 December, outlining near-term sub-sovereign borrowing needs and supply for bond markets.
13) RBI – Liquidity Operations: RBI plans a ₹50,000 crore bond purchase operation on 11 December to ease system liquidity, supporting bond market conditions and short-term rates management.
14) Netflix–Warner Bros. Discovery: Netflix’s exploratory interest in a potential Warner Bros. Discovery takeover, if pursued, could significantly reshape the global streaming landscape and content consolidation dynamics.
15) Sber: Russia’s Sber announces a $100 million RBI – Reserves & Overdraft Framework: RBI’s foreign exchange reserves remain near record levels, while the government clarifies its overdraft framework with the central bank, collectively calming market concerns on external stability and fiscal-monetary coordination.
16) RBI – Reserves & Overdraft Framework: RBI’s foreign exchange reserves remain near record levels, while the government clarifies its overdraft framework with the central bank, collectively calming market concerns on external stability and fiscal-monetary coordination.
17) Flywings Simulator Training Centre (SME/IPO): Flywings Simulator Training Centre’s IPO achieves 24% subscription on day one, indicating early but cautious investor interest in aviation training and allied services.
18) Policy Continuity – Coal & Renewables: The twin policy signals—continued coal capacity expansion and clean energy assurance—underline India’s pragmatic twin-track approach to energy security and decarbonisation.
Bulk Deals:
ITC Hotels:
British American Tobacco affiliates — Tobacco Manufacturers India, Myddleton Investment Company, and Rothmans International Enterprises — sold 18.75 crore ITC Hotels shares, amounting to a 9% stake, for about ₹3,856 crore at ₹205.65 per share. As of September 2025, Tobacco Manufacturers India and Myddleton Investment Company held 12.2% and 2.33% stakes, respectively. On the buy side, HCL Capital, a subsidiary of Vama Sundari Investments (Delhi), emerged as the largest purchaser, acquiring nearly 7% (14.57 crore shares) for ₹2,998 crore at the same price. Additionally, six major institutional investors — Societe Generale, Nippon India MF, Morgan Stanley Asia Singapore, Vanguard Group, BNP Paribas Arbitrage, and Abu Dhabi Investment Authority — collectively bought 4.17 crore shares, representing a 2% stake, for ₹858 crore.
Polyplex Corporation
K2 Family Private Trust bought 2.75 lakh shares of the polyester and polypropylene film manufacturer for Rs 22.55 crore at Rs 820 per share, from First Water Fund. First Water Fund, a public shareholder in Polyplex, held 3.76% stake as of September 2025.
Listings Today:
SME Listing:
Invicta Diagnostic, Clear Secured Services, Ravelcare, Speb Adhesives, Astron Multigrain
On-going IPO:
Last Date 08-Dec
-Luxury Time Ltd (BSE SME)
Upcoming IPO:
(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)
-K V Toys India Ltd (BSE SME)
-Prodocs Solutions Ltd (BSE SME)
Securities Trading Ex-Dividend on December 8, 2025
Modison Ltd
Securities Trading Ex-Bonus on December 8, 2025
Sikko Industries Ltd (1:1)
Securities Under F&O Ban on December 8, 2025
Sammaan Capital, Bandhan Bank, KaynesTechnology
Source: WOWNEWS24X7, Moneycontrol, Investing.com
