India Market Recap
Indian equity benchmarks ended lower on Tuesday, with the Sensex and Nifty 50 dragged by weakness across IT, Healthcare and Banking stocks amid the F&O expiry. The BSE Sensex declined 329.91 points, or 0.44%, to 74,529.08, while the Nifty 50 fell 85.30 points, or 0.36%, to 23,329. On the technical front, Nifty support is placed at 23,200–23,100, while resistance is seen at 23,400–23,500.
US Market Recap
US technology stocks remained firm as semiconductor shares pushed the Nasdaq 100 to its first record high since June. Optimism was also supported by the prospect of lower crude oil prices as diplomatic efforts to resolve the US-Iran conflict showed signs of progress. US equity futures were largely steady, with Dow futures down 0.03%, S&P 500 futures up 0.02% and Nasdaq 100 futures gaining 0.1%. In the previous session, the Dow declined 0.4%, while the Nasdaq Composite advanced 0.5% for its fourth consecutive gain. The S&P 500 edged lower and remained around 0.7% below its record closing level.
Asian Market Update
Asian equities traded mostly higher on Wednesday, extending recent gains as investors tracked the Nasdaq 100’s fresh record and continued weakness in crude oil prices. Japan’s Nikkei 225 gained 1.38%, while South Korea’s KOSPI advanced 1.15%. Australia’s S&P/ASX 200 rose 0.24%, while the Shanghai Composite remained broadly unchanged. Technology stocks continued to benefit from the positive momentum in US semiconductor shares.
Commodity Check
Crude oil prices extended their decline, with Brent heading towards its longest losing streak in a year. Brent crude fell towards $98 a barrel, extending its decline to a sixth consecutive session and taking its cumulative loss above 9%. WTI for November delivery slipped below $90. The decline in crude prices has been supported by efforts to restore disrupted supplies, with Saudi Arabia moving to restart a key oil pipeline. Markets are also monitoring progress in US-Iran diplomatic discussions aimed at ending the conflict that has disrupted regional energy flows. Lower oil prices are providing some relief to markets concerned about the inflationary impact of elevated energy costs.
Stocks In News
- Arvind SmartSpaces: Announces bookings of over Rs 500 Cr in Bengaluru project; bookings achieved within 30 days of launch. Project was acquired outright in February 2026 and has topline potential of Rs 860 Cr.
- Coforge: Expands AgenticOps capabilities for enterprises.
- Aditya Infotech: QIP issue opens; sets floor price at Rs 3,648.43/share. May offer up to 5% discount to floor price.
- Dhanuka Agritech: Launches POLIN fungicide in India, developed with Nippon Soda, Japan. Features novel DHODHI mode of action (FRAC 52) and targets leaf and neck blast diseases.
- Veranda Learning: Promoters pledge shares for Rs 111 Cr personal borrowing. Shares pledged to Authum Investment & Infrastructure by Kalpathi S. Aghoram, Kalpathi S. Ganesh and Kalpathi S. Suresh. Authum Investment holds 10.8% stake in Veranda Learning.
- NHPC: MCA to hear matter of scheme of amalgamation with Arm Jalpower Corp on September 28, 2026.
- Cupid: Raises FY27 revenue guidance to Rs 725–750 Cr and net profit guidance to Rs 210–225 Cr. FY28 revenue guidance at Rs 1,085 Cr; FY29 revenue guidance at Rs 1,500 Cr. Targets Rs 150 Cr FY27 revenue from distribution expansion and sees Rs 500 Cr annual revenue potential.
- Embassy Developments: Allots NCDs worth Rs 105 Cr out of Rs 160 Cr total issue size.
- Punjab & Sind Bank: Gets bank strike notice for September 28–30; branch operations may be hit if strike materialises.
- Aarti Pharmalabs: Targets 15–18% revenue and EBITDA CAGR over next 3–4 years. FY26 capex at Rs 400 Cr; FY27 outlook expected at similar levels. To invest in R&D towards peptides and oligonucleotides and expand portfolio capabilities. Atali Block 2 groundbreaking planned in Q3FY27.
- Shoppers Stop: Total department stores at 117 as of August 31.
- IRB Infrastructure: Board approves monetisation of non-core assets. To develop ~350 acres of land parcels in Pune via AIIPL and redevelop ~3,500 sq m Mumbai land via IRBPL.
- NATCO Pharma: Board to meet on September 25 to consider rights issue of shares of up to Rs 1,300 Cr and terms of the rights issue.
- Spectrum Electrical: Signs MoU with Maharashtra government to develop government ITI infrastructure under PPP model.
- Persistent Systems: Arm acquires 61.15% additional stake in Nagarro SE via public offer. Arm now holds 83.25% stake in Nagarro as of September 22. Additional acceptance period to run from September 23 to October 6. Company intends to delist Nagarro from Frankfurt Stock Exchange.
- TruAlt Bioenergy: Approves additional investment of Rs 21.4 Cr in shares of arm Leafiniti Bioenergy and Rs 8.26 Cr in shares of arm TruAlt Sumi Gas.
- JSW Dulux: Sets October 22 as record date for stock split of 1 share into 10 shares.
- Avenue Supermarts: Opens new store in Maharashtra; total number of stores stands at 513.
- Mufin Green Finance: Gets final listing nod from Global Securities Market of IFSC for listing of bonds.
- Vishnu Chemicals: Winding-up of Vishnu International Trading FZE delayed; completion expected in about six months.
- 360 ONE WAM: Appoints Aashish Agarwal as CEO from February 15, 2027. Karan Bhagat to continue as Managing Director till July 26, 2030.
- TeamLease Services: Completes exit from Crystal HR & Security Solutions through sale of 1,800 shares and buyback of 1,200 shares. Total consideration for 30% stake divestment at Rs 10.12 Cr.
- Mahindra & Mahindra: Dr Anish Shah sold 76,357 M&M shares on September 22, 2026 for ESOP tax funding.
- Sapphire Foods: Receives GST show-cause notice of Rs 516.84 Cr under Tamil Nadu SGST Act for April 2023–March 2024. Receives another GST show-cause notice of Rs 21.47 Cr for FY23.
- Karnataka Bank: Appoints Biji Sreekrishnavilas Sankaranarayanan as Executive Director.
- Maithan Alloys: Acquired 11,730 ESDS Software shares for Rs 1.90 Cr and 3.3 lakh Paytm shares for Rs 60.19 Cr on September 21, 2026.
- HCLTech: M Group selects HCLTech for AI-led IT transformation across 200+ UK and Ireland locations.
- Federal Bank: India Ratings affirms Federal Bank's Basel III Tier 2 and infrastructure bonds at IND AA+/Stable.
- NLC India: Government entrusts CMD Prasanna Acharya with post of Director (Finance) for three months from September 17.
- Lemon Tree Hotels: Gets observation letters with 'no objection' from NSE and 'no adverse observations' from BSE. Opens 48-room hotel in Nashik.
- Orchid Pharma: Purchases land situated at Patibulum village, Tamil Nadu.
- Capri Global Capital: Acuite assigns AA+/Stable rating to Rs 2,400 cr bank facilities.
- Mines Ministry: Government to soon launch incentive scheme for lithium and nickel processing, Mines Secretary Keshav Chandra says.
- LG Electronics India: Expects double-digit growth in festive sales; ramps up exports by adding new markets for premium product portfolio. Expects overseas markets to contribute double-digit share of overall revenue in coming years.