India Market Recap
Indian equity benchmarks traded higher on Friday, supported by buying across IT, realty and energy stocks amid positive global cues. The Sensex gained over 500 points, or 0.7%, to move above 76,600, while the Nifty 50 advanced over 0.2% and reclaimed the 23,900 mark. Bank Nifty also crossed 57,500. On the technical front, Nifty support is placed at 23,800–23,700, while resistance is seen at 24,000–24,100.
US Market Recap
US equities ended lower on Friday after mixed employment data showed stronger-than-expected job growth in August, while the unemployment rate remained steady. The Dow Jones Industrial Average declined 0.51% to 53,414.25, the S&P 500 fell 0.38% to 7,718.60, and the Nasdaq declined 0.29% to 26,506.99. Wall Street will remain closed on Monday for the Labour Day holiday.
Asian Market Update
Asian markets opened broadly higher on Monday, despite renewed US-Iran military tensions keeping investors cautious about further disruptions in the Middle East. South Korea’s KOSPI surged 3.18%, Japan’s Nikkei 225 gained 2.03%, and Australia’s S&P/ASX 200 rose 0.36%, while the Hang Seng and Shanghai Composite were largely unchanged. Gains in US chipmakers such as Micron Technology and Advanced Micro Devices supported sentiment across the region.
Commodity Check
Crude oil prices remained elevated as the ongoing US-Iran conflict continued to raise concerns over disruptions to oil flows through the Strait of Hormuz. Brent crude futures rose 0.75% to $96.57 a barrel and gained nearly 8% last week. Oil prices also remained supported after OPEC+ decided to keep its October production policy unchanged, while indicating that new production quotas would need to be agreed before determining further output changes.
Stocks In News
- Nykaa: Board approved further increase in shareholding to 24.2% in subsidiary Earth Rhythm Private Limited.
- Borana Weaves: Approved an unsecured loan of up to Rs. 5 crore to Win Star Industries on September 5, 2026.
- Indoco Remedies: USFDA inspection conducted at the company's Plant II (Sterile) manufacturing facility in Goa.
- AXISCADES Technologies: Board approved raising up to Rs. 200 crore through private placement of NCDs at a 12.5% coupon. Proceeds will be used for the acquisition of Bengaluru-based precision engineering and manufacturing company Cloud Wave Technologies and related transaction expenses.
- Rhetan TMT: Obtained BIS licence for Fe500D, Fe550D and Fe550 grades. Evaluating entry into corrosion-resistant steel TMT bars, targeting coastal, marine and infrastructure applications.
- Shakti Pumps: Invested Rs. 11 crore in wholly owned subsidiary Shakti Energy Solutions.
- Paisalo Digital: Approved private placement of unsecured NCDs of up to Rs. 180 crore at a 12% coupon. Allotment on September 18, 2026.
- TCS: TCS HyperVault to establish a large-scale AI data centre campus in Telangana, being issued by HyperVault AI Data Center Limited, a subsidiary of the company.
- Precision Wires: EGM approved Rs. 150 crore issue of 37.5 lakh CCDs for working capital and capex.
- Jeena Sikho Lifecare: Launched two new Ayurvedic products, Acharya Ji's Jeevanodya Vati and Ojavardhan Vati, further expanding its healthcare and wellness portfolio.
- Anupam Rasayan: Secured a chemical supply contract with a global industrial major, paving the way for a long-term six-year partnership.
- Cantabil Retail India: ICRA upgraded long-term bank facility rating to A+ (Stable) and short-term rating to A1. Ratings upgraded across Rs. 75 crore banking facilities.
- NLC India Renewables: Won a 275 MW/550 MWh Gujarat battery storage project and received LOI from GUVNL.
- United Breweries: Bombay High Court dismissed Revenue appeal, eliminating Rs. 21.92 crore service tax demand.
- Gandhar Oil Refinery: Completed partial purchase of 32.90 gunthas of land for Rs. 2.10 crore on September 4, 2026.
- Greaves Cotton: India Ratings affirmed Greaves Cotton's IND AA-/Stable rating. Rs. 120 crore and Rs. 83 crore bank facilities rated.
- EFC (I): Sold 100% stake in Sanvritti Alpha for Rs. 39 crore. Subsidiary ceased, with sale-and-leaseback continuing.
- Cohance Lifesciences: USFDA inspected Shamshabad FDF plant from August 27 to September 4, 2026, and issued Form 483 with four observations.
- Tata Motors: Launched recommended all-cash tender offer for Iveco Group at EUR 14.10 per share, valuing Iveco at EUR 3.82 billion. Acceptance period runs from September 7 to October 26, 2026. Iveco's board unanimously recommended the offer.
- JSW Steel: Consolidated crude steel production rose 3% YoY to 24.65 lakh tonnes in August 2026. Indian operations production increased 4% YoY to 23.87 lakh tonnes, with capacity utilisation at 88%.
- TVS Holdings: CARE assigned AA+; Stable rating to Rs. 930.68 crore Non-Convertible Redeemable Preference Shares.
- Phoenix Mills: NCLT approved merger of six step-down subsidiaries into subsidiary Astrea Real Estate Developers, simplifying the group structure.
- ICICI Bank: RBI approved LIC to acquire an aggregate holding of up to 9.99% of the bank's paid-up share capital or voting rights within one year from the approval date.
- Canara Bank: India Ratings assigned IND AA+/Stable to Rs. 4,500 crore Basel III AT1 bonds and affirmed IND AAA/Stable issuer, infrastructure and Tier 2 ratings and IND AA+/Stable on existing AT1 bonds.
- Carraro India: Customs order confirmed differential IGST demand of Rs. 15.24 crore plus interest and Rs. 5 crore penalty. Company will appeal.
- Shankesh Jewellers: CRISIL revised outlook on long-term bank facilities to Positive from Stable.
- Piramal Finance: Committee decided not to pursue the proposed partial redemption of non-convertible debentures.
- NAVA: Planned 55-60 day shutdown of one of its three 60 MW Odisha power units for routine maintenance and overhauling.
- Supreme Industries: Vijay Kumar Taparia acquired 3,17,398 shares by transmission, raising holding to 5,62,288 shares.
- Thyrocare Technologies: Docon's 51.02% stake, comprising 8.12 crore shares, was transferred to API Holdings following NCLT-approved amalgamation. Promoter holding remains unchanged.
- Brigade Enterprises: Expanded Hyderabad footprint with the launch of Brigade Barcelona in Neopolis, with revenue potential of over Rs. 2,700 crore.
- CIE Automotive India: Acquired 69.4 lakh CIE Hosur shares for Rs. 120.76 crore through a rights issue.
- Cyient: Completed acquisition of 100% stake in US-based Tao Digital Solutions, following the May announcement.
- SBC Exports: Received repeat export order worth Rs. 7.5 crore from HUXXE Readymade Garments Trading, executable in two months, for supply of garments including T-shirts, trousers and shorts. Also received Rs. 22 crore export order from Dubai-based Gawgee Brothers Wholesalers for supply of garments, executable over one year.
- Larsen & Toubro: CRISIL assigned/reaffirmed ‘CRISIL AAA' rating with Stable outlook on the company's NCDs.
- Fujiyama Power Systems: Invested Rs. 5 crore in Zayo Energy through CCDs, further strengthening backward integration.
- Lupin: Received USFDA approval for Modafinil Tablets 100 mg and 200 mg. Reference drug has US annual sales of USD 70.7 million.
- JSW Dulux: ICRA assigned AA- Stable rating to its Rs. 250 crore ICICI Bank long-term overdraft/WCDL facility.
- Balu Forge Industries: Shareholders approved fund raising through FCCBs, enhancement of borrowing limits and authorisation to create charges on company assets.
- Jayaswal Neco Industries: Clarified media reports concerning Datasel S.R.L., a Neco Group entity at the centre of a European arms-supply controversy. JNIL said it has no ownership, transactions or financial exposure to Datasel.
- Veranda Learning Solutions: Converted 1,55,763 warrants into equity shares at Rs. 321 each, raising Rs. 4.99 crore. Non-promoter Goodday Enterprises' stake rises to 0.65%.
- Greenlam Industries: To acquire 26% of Bhadla Minigrid Solar 4, an SPV established for owning and operating a captive power plant, for Rs. 2.065 crore.
- Sarda Energy & Minerals: India Ratings assigned IND A1+ to Rs. 100 crore commercial paper and affirmed IND A1 on Rs. 50 crore bank loan facilities of wholly owned subsidiary Sarda Metals Alloys.
- LTM: NSE and BSE issued no-objection letters for reclassification of Nabha Power from ‘Promoter Group' to ‘Public' category.
- Lemon Tree Hotels: Signed two Bodhgaya hotel agreements adding 145 rooms. Also de-flagged its 80-room Gurugram hotel effective September 3.
- Eicher Motors: Launched Himalayan 440 adventure motorcycle at Rs. 2.29 lakh (ex-showroom), with bookings opening September 4.
- Prestige Estates Projects: Clarified that the MahaRERA tribunal order on the Turf View project has no material impact.
- Mazagon Dock Shipbuilders: Received Rs. 118 crore order from MSETCL for supply, installation and commissioning of an AI-based Comprehensive Infrasecure Project across five substations. Project execution period is 24 months.
- RVNL: Received Rs. 903 crore order from SJVN Thermal for construction of a permanent rail siding and aerial track connection for the 1,320 MW Buxar Thermal Power Project in Bihar.
- Manorama Industries: Board appointed Dr. Rohini Tiwari as Additional Independent Director for five years and approved capital infusion of up to Rs. 75 crore across six wholly owned overseas subsidiaries in Ghana, Nigeria, Burkina Faso, Chad, Brazil and UAE.
- SIS: Bought back 33,027 shares on September 4, taking cumulative buyback to 8,54,027 shares. Acquired an additional 12.15 lakh shares of Updater Services for Rs. 28.54 crore, taking its stake to 10% from 8.19%.
- Texmaco Rail: Received two domestic wagon orders worth Rs. 131.36 crore. Appointed Shibu Mathews as CFO with effect from September 5, 2026.
- Bank of Maharashtra: Established a USD 500 million Euro Medium Term Note Programme.
- HFCL: Annual Report FY26. Targeting revenue of Rs. 500 crore from defence manufacturing in FY27. Aiming to generate over 85% of total revenue from its product portfolio in FY27. Exports are expected to contribute more than 50% of total revenue from FY27 onwards. Adopting a 10 MW solar/wind model, targeting an 80-90% renewable energy share at its Chennai facility by FY27.
- Neogen Chemicals: Faces a Rs. 6.97 crore tax demand.
- Studds: Annual Report FY26. Facility V expansion to add 3 million units of capacity, with Phase I (1.5 million units) expected to be operational by Q2FY27. Scaling SMK as a higher-margin, higher-value growth engine. Expanding presence across the US, Europe and Latin America. Targeting medium-term revenue of over Rs. 1,000 crore. Expanding into riding gear, Bluetooth products, bicycle helmets and smart-safety platforms.
- GNFC: Gujarat government withdrew the nomination of Rajkumar Beniwal as Managing Director and nominated Sanjeev Kumar (IAS) to hold additional charge as Managing Director. Formal appointment and charge handover process are pending.
- Kabra Extrusion Technik: GEON received nomination from a Vietnam-based passenger vehicle maker for battery pack development and supply.
- EaseMyTrip: Annual Report FY26. Hotels & Holidays remains a key growth driver. International operations, led by the Middle East, remain a focus area. Expanding the mobility business through YoloBus and electric mobility initiatives. Further expanding international offices, subsidiaries and region-specific offerings. Focusing on Tier-2 and Tier-3 penetration through franchise and agent network expansion.
- SEAMEC: Vessel SEAMEC SWORDFISH resumed operations and was rehired from September 6, 2026, after completing planned maintenance, ending its off-hire period.