India Market Recap
Indian equity markets witnessed a sharp sell-off on Monday, with the Sensex and Nifty falling to six-month lows. The BSE Sensex declined 1,124.02 points (1.52%) to close at 72,771.72, while the NSE Nifty 50 dropped 360.25 points (1.56%) to 22,780.25. The sharp correction erased approximately Rs. 7.4 lakh cr in market capitalisation in a single session. On the technical front, Nifty support is placed at 22,700–22,500, while resistance is seen at 23,000–23,100.
US Market Recap
US equities ended the previous session lower, with the Dow Jones declining 0.67%, the S&P 500 falling 0.77% and the Nasdaq Composite losing 0.92%. Meanwhile, US Treasury yields continued to rise as persistent inflation concerns increased uncertainty over the Federal Reserve’s interest-rate outlook. The 10-year Treasury yield ended above 5.2%, near levels last seen in 2007, while the 30-year yield crossed 5.56%, around levels last seen in 2004. Investors will monitor Tuesday’s September consumer confidence reading and August job openings data for further clues on the Fed’s policy path.
Asian Market Update:
Asian markets mostly traded lower on Tuesday, tracking weakness on Wall Street amid uncertainty surrounding the ongoing US-Iran conflict. Japan’s Nikkei 225 declined 0.73%, South Korea’s Kospi fell 0.35%, Australia’s ASX 200 slipped 0.1%, and New Zealand’s NZX 50 dropped 0.72%. Geopolitical developments and concerns over energy prices continued to weigh on regional sentiment.
Commodity Check
Crude oil prices extended gains for a second consecutive session, with Brent holding above $106 per barrel and WTI approaching $94. Uncertainty surrounding US-Iran negotiations outweighed the partial restoration of flows through Saudi Arabia’s East-West pipeline. Markets are balancing the possibility of additional supply returning against continued risks to shipments through the Strait of Hormuz. Reports indicate that Iranian officials remain pessimistic about reaching an agreement with Washington to end hostilities and reopen the waterway before the US midterm elections. President Donald Trump has also rejected an Iranian proposal linked to reopening the strait within seven days. However, diplomatic efforts remain ongoing, with Reuters reporting that both sides are separately engaging with mediators to explore a possible resolution.
Stocks In News
- Pidilite Industries:Enters into a strategic partnership with Hwaseung Chemical to bring advanced footwear adhesive technology to India.
- Vikram Solar:Secures a 400 MW module supply order from an EPC player for agri-solar projects in Maharashtra.
- BlackBuck:Invests Rs. 22 crore in subsidiary TZF Logistics Solutions.
- Clean Max Enviro:Raises Rs. 2,500 crore through green debt securities (NCDs) on a private placement basis.
- 63 Moons Technologies:Arm Financial Technologies acquires an additional 0.18% stake in Ticker for Rs. 8.5 crore.
- NCC:Receives a Letter of Acceptance worth Rs. 1,077 crore from the Andhra Pradesh government for a drinking water supply project.
- Tata Motors PV:Expands its Battery-as-a-Service (BaaS) program across the entire electric vehicle portfolio.
- Aditya Birla Capital:Allots NCDs worth Rs. 500 crore on a private placement basis.
- Maruti Suzuki:CCI hearing has been adjourned to November 2, 2026.
- GIC Housing Finance:Allots NCDs worth Rs. 100 crore on a private placement basis.
- Sudarshan Chemical Industries:The company will acquire a 15.89% stake in Sudarshan Colorants for Rs. 151 crore.
- TGV SRAAC:The company adds 5 MWp solar power capacity, taking total installed solar capacity to 70.4 MWp.
- IRFC:Signs a Rs. 4,200 crore loan agreement with Damodar Valley Corporation (DVC) to finance renewable energy projects.
- Anand Rathi Share & Stock Brokers:Allots 1,085 NCDs worth Rs. 10.85 crore.
- Allcargo Logistics: Ketan Kulkarni resigns as MD & CEO effective December 31 and will assume the role of Chief Growth Officer from January 1. Vijay Nehra appointed MD-designate from October 1 and will take over as MD & CEO from January 1 for a five-year term.
- Panorama Studios:Income Tax Department officials are present at the company's premises; the company says it is not yet in a position to comment on the nature or status of the proceedings
- Capital Small Finance Bank:Appoints Rachna Dikshit as Part-Time Chairperson for a period of 3 years.
- Sagar Cements:Subsidiary Andhra Cements completes expansion of cement grinding capacity to 3 MTPA from 1.82 MTPA.
- Zydus Lifesciences:US FDA concludes inspection of its Ahmedabad facility with one observation; inspection was conducted from September 21-28.
- Aarti Industries:Board to meet on October 1 to consider fundraising proposals.
- KSB:Subsidiary Pofran has applied for strike-off and will cease to be a subsidiary upon completion of the process.
- Sanofi India:Sanofi Healthcare acquires an additional 15.2% stake in Sanofi India from Hoechst GmbH.
- HCLTech:Launches an AI-based synthetic research study for the global wealth management industry.
- Godavari Biorefineries:Reappoints Samir Somaiya as Managing Director from April 1, 2027.
- Piramal Finance:Approves issuance of up to Rs. 1,500 crore NCDs on a private placement basis.
- Eureka Forbes:Receives a Rs. 273 crore tax demand from the Uttar Pradesh tax department.
- Ellenbarrie Industrial Gases:Receives a Rs. 481 crore order from BHEL for a cryogenic ASU for an Odisha project.
- Power Mech Projects:Secures a Rs. 279 crore order from a Telangana power utility for maintenance of ash and coal handling plants.
- Waaree Renewable Technologies:Order value for development of a 2,012.47 MWp ground-mounted solar PV project enhanced by Rs. 14 crore.
- Great Eastern Shipping:To acquire a new-build 1.57 lakh DWT Suezmax tanker, scheduled for delivery in H2 FY29.
- NALCO:The company pays Rs. 1,083 crore dividend to the Government of India for FY26.
- One MobiKwik Systems:Arm MDSPL issues 14.7 crore NCDs worth Rs. 147 crore and completes the slump sale of its LSP business.
- Landmark Cars:Adds a BYD facility in Noida and a Mahindra & Mahindra showroom in Kolkata.
- Antony Waste Handling Cell:Issues a Rs. 34 crore corporate guarantee for subsidiary Mumbai Eco Solutions.
- Max Financial Services:Arm Axis Max Life Insurance allots NCDs worth Rs. 686 crore on a private placement basis.
- Ola Electric Mobility:Approves fundraising of Rs. 1,000 crore through a rights issue.
- Bank of India:Establishes a USD 1 billion Euro Medium Term Note Programme.
- Anupam Rasayan India:Completes the acquisition of Bliss GVS Pharma.
- Bliss GVS Pharma:Anupam Rasayan India and Mates Visa Consultancy acquire control of the company after completion of the stake acquisition; while Narsimha Kamath resigns as Managing Director.
- Trident : Samir Prabodhchandra Joshipura, Group Chief Executive Officer (Key Managerial Personnel & Senior Management Personnel) has tendered resignation from his position