India Market Recap
Indian equity benchmarks resumed their decline on Monday after a one-day recovery, although both indices managed to recover from their intraday lows. The Nifty 50 declined 0.34% to 23,398.10, while the BSE Sensex fell 0.16% to 74,781.76. On the technical front, Nifty support is placed at 23,100–23,200, while resistance is seen at 23,500–23,600.
US Market Recap
US equities ended sharply lower amid a renewed surge in crude oil prices, growing concerns over interest rates and weakness in AI-linked stocks. The Dow Jones Industrial Average declined 0.31% to 52,308.93, while the S&P 500 fell 0.74%, or 55.27 points, to 7,601.71. The Nasdaq dropped 1.22%, or 317.04 points, to 26,018.23.
Asian Market Update
Asian markets traded mixed on Tuesday, following overnight losses on Wall Street. Japan’s Nikkei 225 gained 0.40%, while the broader Topix slipped 0.07%. South Korea’s Kospi declined 0.38%, although the Kosdaq advanced 1.96%. Hong Kong’s Hang Seng Index futures pointed to a higher opening, indicating a mixed start across regional markets.
Commodity Check
Crude oil prices edged higher as investors assessed the risk of further disruptions to Middle East energy supplies after a key Saudi Arabian pipeline was forced offline. Brent crude traded around $107 a barrel, while WTI remained near $103. The move followed attacks that disrupted Saudi Arabia’s East-West pipeline, also known as Petroline, a critical route connecting the country’s oil-producing region in the east with the Red Sea port of Yanbu. The pipeline can transport several million barrels of crude per day, allowing Saudi Arabia to bypass the Strait of Hormuz. Its importance has increased as traffic through the strategic waterway remains severely disrupted by the US-Iran conflict.
Stocks In News
- Mufin Green: To allot bonds worth $6 Mn under ECB framework.
- Gabriel India: To allot shares worth Rs 1,881 Cr to promoter Asia Investments.
- Dr Reddy's: US FDA issues Form 2953 with two observations for API manufacturing unit in Mexico. US FDA inspected the unit between July 17 and September 8. Company to respond to observations within stipulated time.
- Raghav Productivity Enhancers: Government grants two 20-year patents to the company. Gets patent for silo-level interlock system and ramming mass automated production system. Patent inventions relate to quartz processing for production of silica ramming mass.
- WeWork India: E-files application with NCLT for reduction in share capital. Reduction proposed to fully set off accumulated losses worth Rs 2,050 Cr.
- Jamna Auto: Promoter sells 2.49% stake, shareholding reduces to 1.88%. Promoters are Randeep Singh Jauhar and Pradeep Singh Jauhar.
- Waaree Renewable: Incorporates arm Sunstar Data Centres for data centre business. New entity to develop and operate data centres, including hyperscale, AI-ready and GPU hosting facilities.
- Precision Wires: Gets in-principle nod from BSE and NSE for allotment of 37.5 Lakh CCDs. CCDs carry face value of Rs 400 each, implying an issue size of Rs 150 Cr.
- Geojit Financial Services: CARE Ratings reaffirms issuer rating at CARE A+; stable.
- GPT Infra: Arm Alcon Builders and Engineers gets Rs 85.5 Cr order from Eastern Railway.
- Tata Chemicals: Tata Chemicals North America completes acquisition of North American soda ash customer contracts. Contracts represent over 5 Lakh tonnes to be serviced over two years.
- SEDEMAC Mechatronics: GST department concludes inspection at company's registered office and manufacturing units. Company extended fullest co-operation to officials. Says it is consistently complying with provisions of listing regulations. Business operations and financial position remain unaffected.
- Shalby: Shareholders reject appointment of Shanay Vikram Shah as director and whole-time director. Shanay Vikram Shah ceases to be additional/whole-time director from September 10; continues as president.
- NTPC: NTPC Green Energy declares commercial operation of additional 6.3 MW of Vanki Wind Energy. NTPC Green Energy Group's commercial capacity rises to 10,842.86 MW from 10,836.56 MW. NTPC Group's installed capacity rises to 91,086 MW; commercial capacity to 90,006 MW.
- Munjal Auto: To acquire land in Vitthalapur for Rs 14 Cr.
- HDFC Bank: Submits two names to RBI for MD and CEO post; seeks RBI nod for new MD and CEO appointment. Reappoints V Srinivasa Rangan as whole-time director till November 22, 2027. Appoints Jimmy Tata as whole-time director for three years. Board approves creation of fourth whole-time director position.
- Dishman Carbogen: US FDA concludes inspection at Switzerland unit without any Form 483.
- Grasim Industries: Customs department ends search at Ujjain manufacturing unit. Enquiry primarily relates to import-export transactions. Business operations to continue. Company sees no material impact on financials due to said action.
- Motisons Jewellers: Board to meet on September 17 to consider redemption of 50 Lakh non-convertible redeemable preference shares.
- Yash Highvoltage: Arm enters into representation pact with Ensales Electrical Associates to promote, market and sell products, along with driving utility homologation and approvals for the company in the US. Pact valid for 36 months.
- Venus Pipes: Shareholders approve appointment of Arun Axaykumar Kothari as chair and MD for five years. Promoters Megharam Sagramji Choudhary and Dhruv Mahendrakumar Patel reappointed as whole-time directors for five years.
- Clean Science and Technology: Approves appointment of Krishnakumar Satyanarain Saboo as whole-time director for five years.
- Lumino Industries: CRISIL upgrades long-term bank facilities rating to A+/stable from A/stable. Short-term rating reaffirmed at A1. Rs 2,000 Cr of bank loan facilities rated. Order book stands at Rs 3,090 Cr as of June 30. Rs 500 Cr of IPO proceeds used for working capital, reducing debt reliance by Rs 360 Cr. Net worth expected to rise to over Rs 1,400 Cr by March 2027.
- Sportking India: Anjali Avasthi redesignated from non-executive director to whole-time director for three years.
- Balaji Amines: Ind-Ra withdraws ratings on bank loan facilities after company receives no-dues certificates from all bankers. Company says it has no outstanding bank exposure; Rs 195 Cr of bank loan facilities were previously rated.
- TD Power Systems: Receives approval for preferential issue of 12.5 Lakh shares to promoters. Shares to be issued at not less than Rs 600 each; issue size at least Rs 75 Cr.
- JSW Energy: Arm JSW Neo Energy gets ICRA AA-/stable rating for unsupported long-term bank loan facilities. ICRA A1+ assigned and affirmed for proposed commercial paper and short-term/working capital facilities. AA(CE)/stable affirmed for long-term bank loans.
- Prakash Industries: Gets nod for Bhaskarpara coal mine expansion. To expand capacity to 1.2 MTPA from 1.0 MTPA. Gets nod from Chhattisgarh environment body.
- Eris Lifesciences: Krishnakumar Vaidyanathan resigns as COO from September 30 to pursue professional opportunities.
- Greenply Industries: To issue corporate guarantee in favour of IDBI Bank for Rs 200 Cr. Announces proposed capital restructuring of JV Greenply Samet. Samet to invest additional $30-40 Mn in JV entity over the next two to three years. Restructuring transaction expected to be completed by January 2027. Samet will increase its voting interest from 50% to 81%, while Greenply's voting interest will dilute from 50% to 19%.
- Allied Blenders: To provide financial assistance of Rs 115 Cr to Minakshi Agro Industries LLP to set up a malt distillery in Aurangabad with a capacity of around 3 Mn BL per year. Approves additional capital contribution of Rs 10 Cr to MAILLP to meet cost overruns.
- Aurobindo Pharma: US FDA concludes inspection at arm Apitoria Pharma's unit with zero observations. US FDA inspected the unit from September 7 to 11.
- SJVN: To commence operations of Unit II of Buxar Power Project on September 12. Unit has a capacity of 660 MW.
- Raymond: Gets aerospace orders from Indian aerospace and defence major. Annual business potential of order at Rs 33 Cr.
- Bank of Maharashtra: Government nominates Saurabh Kumar as director on the board.
- Granules India: Promoter sells 1.72 Cr shares via block deal on September 11. Capital Group, Kotak Life and ChrysCapital participated in deal. Promoter group shareholding reduces to 31.08% from 38.02%.
- AvenuesAI: Converts 10.68 Lakh partly paid shares and forfeits 69.43 Lakh partly paid shares. Completes final rights issue conversion.
- JSW Infrastructure: Arm JSW Port Logistics gets LOI for Ballari ICD project.
- Raymond Realty: To raise Rs 409 Cr via preferential allotment of warrants. To issue 66.6 Lakh shares at issue price of Rs 614 per warrant to promoter group member J K Investors.
- TVS Motors: Launches expanded Apache portfolio in Sri Lanka, comprising four Apache motorcycles.
- Coforge: DK Singh resigns as chairperson of nomination and remuneration committee. Interim chair Vivek Sharma to lead search for independent directors and oversee process of electing new chair. Company says Singh's resignation has no other material reason.
- Jubilant Pharmova: US FDA classifies US CMO unit as Voluntary Action Indicated. US FDA inspected the unit from June 8 to 17. DK Singh points to differences on company's board in resignation letter. Board designates Beth Boucher as non-executive independent director and chair of NRC.
- Vijaya Diagnostic: Approves acquisition of diagnostic business undertaking of Arya Wellness Centre for Rs 46.2 Cr. Arya Wellness Centre reported FY26 turnover of Rs 26.95 Cr. Acquisition to aid expansion into Assam and strengthen presence in North-East India.
- Sun Pharma: Three arms settle US antitrust litigation. Settles US pricing lawsuit in Pennsylvania. Company to make confidential payment; other terms of settlement remain confidential.
- HDFC Life Insurance: Gets total tax demand of Rs 3,365 Cr, including penalty. Tax demand at Rs 942.18 Cr; interest and penalty at Rs 2,422.97 Cr.
- Juniper Green: Arm commissions 40 MW of wind power capacity forming part of 120 MW hybrid power project. Capacity under project stands at 82.01 MWp out of total planned capacity of 152 MWp. Aggregate operational capacity of company and subsidiaries stands at 2,679 MWp and 500 MWh BESS.
- Juniper Green Energy: Commissions additional 10 MW wind capacity in 150 MW wind-solar hybrid power project. Project capacity commissioned rises to 185 MWp out of planned 190 MWp. Commissioning witnessed by Gujarat Energy Development Agency and Paschim Gujarat Vij Company. Formal commissioning certificate expected shortly. Aggregate operational capacity reaches around 2,689 MWp and 500 MWh BESS after commissioning.
- Indiabulls: To acquire 70% stake in Fintech Cloud for Rs 1,050 Cr. Fintech Cloud valued at Rs 1,500 Cr. Consideration to be settled through issuance of up to 21 Cr Indiabulls shares. Indiabulls to appoint majority directors on Fintech Cloud board immediately. Fintech Cloud reported FY26 revenue of Rs 133.77 Cr. Acquisition marks Indiabulls' entry into fintech/LSP segment. Expected completion timeline of nine to 12 months.
- United Foodbrands: Provides bank guarantee in form of stand-by letter of credit worth Rs 17 Cr for Barbeque Nation Restaurant LLC, wholly-owned step-down subsidiary.
- Cochin Shipyard: Executes JV agreement with Drydocks World Dubai.
- Strides Pharma: Receives US FDA EIR for Bengaluru flagship facility after VAI inspection closure.
- RBL Bank: CareEdge assigns CareEdge BBB+/stable rating to $350 Mn foreign currency notes.
- Welspun Corp: Wholly-owned subsidiary Welspun DI Pipes approves incorporation of Welspun Special Coating to undertake pipe coating and protective coating solutions business. Proposed coating portfolio includes polyolefin, FBE, internal FBE, polyurethane, polyethylene, polypropylene and anti-corrosive coatings.
- Trent: Zudio crosses milestone of 1,000 stores in India.