Stocks to Watch – September 30, 2025
Stock markets in India will likely open flat today, Tuesday, as investors remain wary. This is due to two major factors: constant selling by foreign investors and unpredictability before the RBI Monetary Policy Committee (MPC) ruling. There are global signals that are blended into the apprehensive spirit.
GIFT Nifty futures began trading slightly higher but gradually it suggested a muted start.
Stock markets were mixed in Asia. The manufacturing sector in China declined for the sixth consecutive month, although the decline was not anticipated to be so low. The Nikkei 225 of Japan dropped by 0.07%, the Kospi of South Korea increased by a small percentage of 0.04%, and the Hang Seng index of Hong Kong advanced by 0.25%.
Markets in the US mostly advanced higher on Monday, which was spearheaded by tech stocks. Nasdaq increased by 0.5%, S&P 500 increased by 0.26%, and the Dow Jones decreased by 0.15%.
Markets are all awaiting indicative signals before making a vigorous move.
Stocks To Watch Today
Energy & Power
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Reliance Power: To sell entire stake in five Indonesian subsidiaries for ₹12 million to Biotruster (Singapore) Pte Ltd.
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IRFC: Signed ₹16,489 crore loan agreements for supercritical thermal power projects in Haryana (₹5,929 crore) and Maharashtra (₹10,560 crore).
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Tata Steel: Signed a Joint Letter of Intent with Dutch authorities for low-carbon steel production at IJmuiden.
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JSW Steel: Subsidiary ECTPL received ₹96.58 crore GST show-cause notice.
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Mazagon Dock Shipbuilders: Declared final dividend of ₹2.71 per share for FY25.
Technology & Communications
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Tata Communications: Bagged project to build digital infra for the GST Appellate Tribunal across India.
Defence & Electronics
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Bharat Electronics (BEL): Won new defence orders worth ₹1,092 crore including EW upgrades, communication systems, EVMs, and spares.
Logistics & Transportation
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Blue Dart Express: Announced 9–12% average rate hike effective Jan 1, 2026.
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Allcargo Gati: Declared 10.2% general price increase from Jan 1, 2026.
Automobile & Auto Ancillaries
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Mahindra & Mahindra: To sell entire stake in Sampo Rosenlew Oy to TERA for €5 million; SAMPO to cease as a subsidiary.
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Tata Motors: Moody’s revised JLR’s outlook from positive to negative post-cyberattack; rating retained at Ba1.
Banking & Finance
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IndusInd Bank: BNP Paribas bought 1.06 crore shares (₹771.12 crore).
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Bank of India: Raghvendra Kumar promoted to Chief General Manager.
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Indostar Capital Finance: To sell ₹309.6 crore of commercial vehicle loans to Phoenix ARC for up to ₹220.3 crore.
Agri & Chemicals
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Godrej Agrovet: Received SEBI warning for delayed disclosure in Astec Lifesciences acquisition.
Real Estate & Infrastructure
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Man Industries: Barred from capital markets for 2 years by SEBI over fund diversion and misreporting.
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Bombay Dyeing: COO Vinay Singh Kushwaha resigned due to personal reasons.
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Concord Enviro Systems: Subsidiary acquired 100% stake in Pathak Utility, making it a step-down unit.
Tourism & Services
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Thomas Cook India: Signed MoU with Ministry of Tourism to enhance destination experiences.
New Listings – Mainboard
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Reliance Group of Subsidiaries (via Reliance Power transaction)
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Solarworld Energy Solutions
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Jaro Institute of Technology Management and Research
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Anand Rathi Share and Stock Brokers
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Seshaasai Technologies
Bulk Deals
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Aether Industries: Amansa Holdings bought 12.8 lakh shares; Goldman Sachs sold 11.51 lakh shares.
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Bharat Forge: Motilal Oswal MF bought 31.02 lakh shares (₹377.7 crore).
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DCX Systems: Motilal Oswal MF sold 7.37 lakh shares (₹17.88 crore).
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Sammaan Capital: ICICI Pru MF bought 43.47 lakh shares (₹66.05 crore).
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Hero MotoCorp: BNP Paribas bought 19.52 lakh shares (₹1,035.16 crore).
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Max Healthcare Institute: BNP Paribas sold 79.37 lakh shares (₹882.4 crore).
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AAA Technologies: Promoter Ruchi Anjay Agarwal sold 4 lakh shares (₹3.14 crore).
F&O Ban
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RBL Bank
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Sammaan Capital
(With Inputs)
Aishwarya is a journalism graduate with over three years of experience thriving in the buzzing corporate media world. She’s got a knack for decoding business news, tracking the twists and turns of the stock market, covering the masala of the entertainment world, and sometimes her stories come with just the right sprinkle of political commentary. She has worked with several organizations, interned at ZEE and gained professional skills at TV9 and News24, And now is learning and writing at NewsX, she’s no stranger to the newsroom hustle. Her storytelling style is fast-paced, creative, and perfectly tailored to connect with both the platform and its audience. Moto: Approaching every story from the reader’s point of view, backing up her insights with solid facts.
Always bold with her opinions, she also never misses the chance to weave in expert voices, keeping things balanced and insightful. In short, Aishwarya brings a fresh, sharp, and fact-driven voice to every story she touches.
