Global Market Futures (as of 05:50 AM IST)
US Market (Futures)
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Nasdaq: +0.09%
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Dow Jones: -0.02%
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S&P 500: +0.05%
European (Futures)
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Ftse 100: +0.01%
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Cac 40: -0.46%
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Dax : -0.15%
Asian
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Nikkei 225: +0.58%
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ASX 200: +0.14%
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KOSPI: +1.00%
Gift Nifty: 26342.50.00 (-0.07%)
FII and DII Trading Activity December 1, 2025 in Cash market:
FIIs / FPIs: Net Sell of ₹1,171.31 crore
DIIs: Net Buy of ₹2,558.93 crore
Key Corporate & Economy Updates:
Positive:
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Trejhara Solutions Ltd: Board approves acquisition of LP Logistics for $9.5 million, enhancing logistics capabilities and expanding growth opportunities.
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Cosmo Pharma & Glenmark Pharma: Winlevi (clascoterone 10 mg/g cream) receives market authorisation for acne treatment in 17 European countries, opening up a new specialty dermatology revenue stream.
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Syrma SGS Technology Ltd: Enters a joint venture with Shinhyup Electronics to strengthen capabilities in electronics manufacturing and deepen global partnerships; also expects to create over 1,000 direct jobs at its plant supporting capacity ramp-up and operating leverage; and has initiated construction of a new PCB facility, adding to manufacturing capacity and future order growth.
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Hero MotoCorp: November total sales of 604,490 units, supported by a reported 31% YoY dispatch growth, indicating strong demand and recovery in the two-wheeler segment.
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Coromandel International Ltd: To establish a unit in the Philippines with an investment of $200,000, marking a strategic entry into a new international market.
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Signoria Creation Ltd: Board approves acquisition of a stake in Herble Prints, expanding its portfolio and customer reach in the textile/prints segment.
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IRB Infrastructure Developers Ltd: Approves sale of entire stake in VM7 Expressway Pvt Ltd to IRB InvIT Fund, monetising assets and potentially improving balance sheet strength.
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Ambuja Cements Ltd: Commissions 4 MTPA brownfield clinker capacity expansion at Bhatapara, boosting capacity and improving regional market reach.
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NRB Bearings Ltd: Signs a joint venture with Unitec for CRB (cylindrical roller bearing) manufacturing, strengthening product offerings and technology access.
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Amber Enterprises India Ltd: Concludes a deal worth about ₹5.06 billion, supporting revenue visibility and scaling of the components/EMS business; its IL Jin Electronics unit also acquires a stake in Shogini Technoarts, enhancing capabilities in the electronics/PCB-related value chain.
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Bartronics India Ltd: Board approves expansion into a health-tech division, diversifying into higher value-added technology solutions; and also approves a strategic plan for its agri-tech division, signalling focus on digital/technology-led agriculture solutions.
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NACL Industries Ltd: Approves fundraising of ₹2.5 billion via rights issue, providing growth capital and strengthening the balance sheet.
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MOIL Ltd: Increases prices of all chemical grades by 3%, supporting realisations and margin improvement, and separately raises prices of ferro grades with Mn 44% and above by 3%, further boosting revenue potential.
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Vipul Organics Ltd: Expands into membrane manufacturing, adding a new product line and improving integration in its specialty chemicals portfolio.
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Reliance Industries Ltd – Media Restructuring: Star Television Productions merged with JioStar effective 30 November 2025, simplifying structure and enabling synergies within the media and entertainment portfolio.
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Bharat Dynamics Ltd: Secures fresh orders worth ₹24.62 billion, strengthening order book visibility in defence manufacturing.
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Raymond Realty Ltd: Mumbai GS/BC project has an estimated revenue potential of ₹20 billion, supporting long-term cash flow visibility in the real estate arm.
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TVS Electronics Ltd: Initial tax demand of ₹23.1 million reduced to ₹48,190, significantly lowering contingent liability and removing a key overhang.
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Aditya Birla Capital Ltd: Invests ₹3 billion in Aditya Birla Housing Finance, supporting growth in the housing finance business and capital adequacy.
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Skipper Ltd: Tax demand of ₹102.1 million gets dropped, easing litigation risk and improving clarity on potential liabilities.
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KEI Industries Ltd: Starts trial production at its Sanand facility, with commercial production expected by 10 December 2025, adding meaningful cable manufacturing capacity and future revenue potential.
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Afcons Infrastructure Ltd: Receives EPC orders worth ₹8.84 billion in November, strengthening unlisted infrastructure order book.
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East India Drums and Barrels Manufacturing: Receives LOA from Indian Oil worth ₹117.7 million, enhancing revenue visibility in the packaging/drums segment.
Negative:
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Waaree Energies Ltd: Receives an order imposing a penalty of ₹8.5 million, posing a modest near-term financial and compliance setback.
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NACL Industries Ltd (Negative – CFO Resignation): CFO Anish Mathew resigns effective 1 December 2025, introducing short-term leadership transition risk in finance.
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Subex Ltd: NCLT approves liquidation of subsidiary Subex Account Aggregator Services, implying a write-off of that business and focus back on core operations.
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Infosys Ltd: Tax authorities impose a tax penalty of ₹136 million, representing a negative one-off impact and potential precedent for further disputes.
Neutral / Others
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Indian Bank: Cuts MCLR rate to 8.80% from 8.85%, indicating marginal lending rate reduction that could support credit growth but weigh slightly on margins.
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GEE Ltd: Board to consider a development agreement for the Wagle Estate project, signalling potential project monetisation or development upside, subject to approval and execution.
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NMDC Ltd: Reports November 2025 production of 5.01 MT and sales of 4.17 MT, broadly in line with ongoing production trends and without explicit growth commentary.
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Tech Mahindra Ltd: Board approves merger of wholly-owned subsidiaries, a structural simplification step with limited immediate financial impact but potential long-term efficiencies.
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Galaxy Agrico Exports Ltd: Signs agreement with Forgex Rings to sell agricultural equipment and bearings business, indicating portfolio realignment; financial impact dependent on consideration and future strategy.
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Bank of Maharashtra – Offer Floor Price: Sets floor price for offer at ₹54 per equity share, providing pricing benchmark for the upcoming stake sale without indicating demand dynamics.
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NTPC Ltd / NML: Kerandari coal mine transferred from NTPC to NML (group entity), representing internal realignment of mining assets with limited external financial disclosure.
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NACL Industries Ltd:
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CCD conversion: Approves time extension for conversion of CCDs worth ₹280 million, deferring equity dilution and altering timing of capital structure change.
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CFO Appointment: Appoints N. Shankar as CFO effective 1 December 2025, ensuring continuity following the outgoing CFO.
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Force Motors Ltd: Reports November sales at 2,883 units, a huge 52.94% increase YoY with Domestic sales leading from the front. However, export sales suffered a setback with a drop of 20.81% YOY.
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Updater Services Ltd: Appoints Surinder Kumar as interim Group CFO, ensuring continuity until a permanent appointment.
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Olatech Solutions Ltd: Schedules a board meeting on 8 December to consider fundraising, with options including issuance of equity shares or warrants, indicating potential capital mobilisation though terms are yet to be defined.
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QGO Finance Ltd: To consider issuance of secured non-convertible debentures, indicating potential debt funding for growth or refinancing, subject to market conditions.
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Aegis Vopak Terminals: Board to consider fundraising via non-convertible debentures for expansion/refinancing.
Non-Corporate, Unlisted & Foreign / Macro
1) Government of India – Bond Auction: To sell ₹320 billion of 6.48% 2035 government bonds via auction on 5 December, adding to medium-term supply.
2) Government of India – OFS in Bank of Maharashtra: Announces OFS opening dates (2 December for non-retail, 3 December for retail) and a plan to disinvest up to 6% equity, facilitating partial disinvestment.
3) Accord Biopharma / Express Scripts: Accord Biopharma’s ustekinumab-srff added to Express Scripts commercial formularies, enhancing US market access for the biosimilar.
4) VTB – Russian Oil & Global Strategy: VTB CEO highlights sustained global demand for Russian oil (including India), plans to expand in India despite sanctions-related challenges, and strategic focus of Russian corporates on the Global South.
5) RBI – Executive Appointment: RBI appoints Usha Janakiraman as new Executive Director, impacting internal leadership and policy implementation.
6) SEBI – IPO Approval: Approves IPO of ICICI Prudential Asset Management Company, paving the way for a major AMC listing.
7) India – Balance of Payments / External Sector:
• Q2 FY25 BoP deficit at $10.9 billion vs Reuters poll expectation of $2.2 billion, indicating weaker external account.
• Merchandise trade deficit at $87.4 billion for July–September.
• Current account deficit at $12.3 billion (1.3% of GDP).
India – Industrial Output:
• Apr–Oct industrial output +2.7% YoY.
• October output +0.4% YoY vs 3.1% expected.
• Manufacturing output shows divergent readings: +18% YoY in one series (base-effect heavy) and 1.8% YoY in another, indicating modest underlying momentum.
• Duplicate statistical codes align to confirm subdued growth.
8) India – Energy & Trade: Indian Oil and Bharat Petroleum buy Russian crude for January delivery, reflecting continued reliance on discounted Russian supplies.
9) India – Bond Market: Benchmark 10-year yield rises ~3 bps to 6.5732%, reflecting mild upward pressure.
Bulk Deals
Maple Infrastructure Trust:
360 ONE Special Opportunities Fund – Series 11 sold 27.50 lakh shares (0.78 percent) at Rs 145.60. Unifi Wealth Management Pvt. Ltd was the buyer. Maple Infrastructure Trust invests in infrastructure assets in the road sector.
Oil Country Tubular:
Vivek Mundra bought 49.40 lakh shares at Rs 65.30. The seller was promoter entity United Steel Allied Industries which sold 49.40 lakh shares (9.50 percent stake) at Rs 65.30 per share. At close, the stock was trading at 65.50 percent, around 0.35 percent higher.
Welspun Investment and Commercials:
Gaurav Naresh Lodha sold 25,127 shares (0.69 percent) at Rs 1,400.02 per share. At close, the stock was trading around 20 percent higher at Rs 1,422.10.
On-going IPO:
Last Date 02-Dec
-Exato Technologies Ltd (BSE SME)
-Purple wave Infocom Ltd (BSE SME)
-Logicel Solutions Ltd (BSE SME)
Upcoming IPO:
(01-Dec to 03-Dec)
-Invicta Diagnostic Ltd (NSE SME)
-Speb Adhesives Ltd (NSE SME)
-Cleared Secured Services Ltd (NSE SME)
-Ravelcare Ltd (BSE SME)
(02-Dec to 04-Dec)
-Neochem Bio Solutions Ltd (NSE SME)
-Helloji Holidays Ltd (BSE SME)
(03-Dec to 05-Dec)
-Meesho Ltd
-Aequs Ltd
Securities Trading Ex-Split on December 2, 2025
Mini Diamonds India Ltd (From Rs. 10 to Re. 2)
Securities Under F&O Ban on December 2, 2025
Sammaan Capital (SAMMAANCAP)
Source: WOWNEWS24X7, Moneycontrol, Investing.com
