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2025-09-21(Sunday)

📊 BharatBaba.com Market Insights – 21 Sept 2025 next week

Share news

Date: 2025-09-18

  ➔ NVIDIA to purchase $5 Billion stake in Intel in new partnership. ==>

➔ Texmaco Rail & Engineering secures ₹86.85 Crore order from Ultratech Cement for BCFC wagons and brake van delivery by March 2026. ==>
➔ Vedanta chosen as 'Preferred Bidder' for Punnam Manganese Block. ==>
➔ John Cockerill India secures major Tata Steel contract for push-pull pickling line and acid regeneration plant at Jamshedpur, boosting sustainable steel production with advanced closed-loop technology. ==>
➔ US continuing jobless claims down to 1.92 million from 1.939 million, below estimates of 1.95 million. ==>
➔ US jobless claims drop to 231,000 from 263,000, beating expectations of 240,000. ==>
➔ Mukka Proteins receives ₹141.06 crore GST demand notice from State Tax Officer, Porbandar, for FY 2021-22. ==>
➔ Aditya Infotech approves incorporation of wholly owned subsidiary in Taiwan -- Aditya Infotech Taiwan Co. Ltd., with NT$5 million initial capital for R&D in security and surveillance equipment. ==>
➔ Sai Life Sciences opens dedicated facility for veterinary APIs in Bidar, India. ==>
➔ Purple Finance scales new ground in Bharat lending, targets ₹500 Cr AUM by FY27. ==>
➔ PSP Projects achieved global record pouring 24,000 cubic meters of concrete for world's tallest temple, finished raft foundation in 54 hours. ==>
➔ Maruti plans to lower car prices starting September 22, 2025, due to new GST rate benefits passed to customers. ==>
➔ Mukka Proteins shareholders approved amendment to expand into insect-based ingredients, waste management, fertilizers, and agri-products. ==>
➔ Sterling and Wilson Renewable Energy received Rs. 50.41 crore tax demand from Kenya Revenue Authority; planning to file appeal. ==>
➔ Insolation Energy received IREDA loan approval of ₹1,134 crores for green energy projects. ==>
➔ Ramky Infrastructure subsidiary secured ₹2,085 crore Godavari water supply project under hybrid annuity mode. ==>
➔ Unichem Lab received €19.49M demand notice from European Commission in Perindopril case; €16.70M balance remaining after partial payment. ==>
➔ Azad Engineering opened new lean manufacturing facility in Hyderabad to meet Siemens Energy's global engine component needs. ==>
➔ Deccan Gold Mines set to begin full production as India's first major private gold mine in Andhra Pradesh. ==>
➔ SEPC secures order valued at 442 crore rupees. ==>
➔ Tata Consultancy Services & Vodafone Idea launching AI-driven customer experience platform through a five-year partnership. ==>
➔ Star Health and Allied Insurance settles claims exceeding ₹2,800 crore in Karnataka over five years; 4.8 lakh claims closed; holds 31% market share in the state. ==>
➔ India-US Tariff Issue likely to be resolved within 8-10 weeks. ==>
➔ Dixon Technologies to acquire 51% stake in Kunshan Q Tech India for ₹552.99 crore to boost mobile, IoT, and automotive manufacturing capabilities. ==>
➔ Tega Industries board greenlights issue of 100,33,090 equity shares at ₹1,994 each, totaling ₹2,000.60 crores, with 5 lakh shares allocated to Mukul Agarwal. ==>
➔ India Global AI Summit in February 2026 aiming for positive results and equal opportunities for Global South. ==>

Share market news 2025-09-17 / Wednesday God Lord Sri Vishwkarma Pooja

==> SEPC: Company secures order valued at 442 crore rupees. Recommendation: Buy. Suggestion: New sizeable order will likely boost revenue; consider adding or holding shares based on price trend.

==> Tata Consultancy Services & Vodafone Idea: Launching AI-driven customer experience platform through a five-year partnership. Recommendation: Buy. Suggestion: Strategic partnership and tech innovation to enhance service offerings; favorable for future growth.

==> Star Health and Allied Insurance: Settled claims exceeding ₹2,800 crore in Karnataka over five years; 4.8 lakh claims closed; holds 31% market share in the state. Recommendation: Hold. Suggestion: Strong market share and claim settlement record; monitor for future growth opportunities.

==> India-US Tariff Issue (CEA Statement): Tariff issue between India and US likely to be resolved within 8-10 weeks. Recommendation: Hold. Suggestion: Positive macro news; monitor for resolution and sector reaction before trading in affected sectors.

==> Dixon Technologies: Company to acquire 51% stake in Kunshan Q Tech India for ₹552.99 crore to boost mobile, IoT and automotive manufacturing capabilities. Recommendation: Buy. Suggestion: Strategic acquisition to expand capabilities; consider buying for long-term growth potential.

==> Tega Industries: Board greenlights issue of 100,33,090 equity shares at ₹1,994 each, totaling ₹2,000.60 crores, with 5 lakh shares allocated to Mukul Agarwal. Recommendation: Hold. Suggestion: Large equity issue could dilute value; wait for price stability and details before making a move.

==> India Global AI Summit: India will organize a global AI summit in February 2026, aiming for positive results and equal opportunities for the Global South. Recommendation: Hold. Suggestion: Watch for policy developments and sector impacts; prepare for increased AI sector attention globally.

==> Escorts Kubota: Launches PRO588i-G combine harvester in Punjab & Haryana to boost farmer income, reduce air pollution. Recommendation: Buy. Suggestion: Innovation in agritech for sustainability and productivity. Potential for sales growth.

==> TVS Motor (Tanzania): Launches TVS King Deluxe Plus CNG 3-wheeler in Tanzania. Recommendation: Buy. Suggestion: International expansion in eco-friendly transport. Could drive new export revenue.

==> Power Grid Corporation (NSE Block Trade): Block trade of Rs. 103.14 crores for ~3,588,068 shares at Rs. 287.45. Recommendation: Hold. Suggestion: Large block trades can indicate institutional interest but may lead to price volatility.

==> AU Small Finance Bank (NSE Block Trade): Block trade of Rs. 66.30 crores for ~941,745 shares at Rs. 704.00. Recommendation: Hold. Suggestion: Watch for institutional moves; short-term volatility possible, maintain existing positions.

==> India Prime Minister/Putin Visit: India to host Russian President Putin later this year. Recommendation: Hold. Suggestion: Monitor for diplomatic and trade deals; possible positive sentiment for related sectors.

==> TVS Motor (EV Smartwatch): Integrates India’s first EV smartwatch technology. Recommendation: Buy. Suggestion: Product innovation in EVs; can enhance market leadership and attract tech-savvy consumers.

==> Rolls-Royce Bengaluru: Opens new global capability and innovation center in Bengaluru. Recommendation: Buy. Suggestion: Direct investment in Indian innovation sector; likely to support advanced engineering growth.

==> Eternal/MakeMyTrip: MakeMyTrip partners with Eternal for 'Food on Train' services. Recommendation: Buy. Suggestion: New revenue stream in travel and hospitality; positive for both involved companies.

==> US Crude Oil Inventory: U.S. crude oil inventories decreased by 296,000 barrels; less than last week’s drop. Recommendation: Hold. Suggestion: Mild inventory drawdown. Neutral for oil prices; watch global supply-demand indicators.

==> FII/DII Flows India: FII sell ₹1,124.54 crores, DII buy ₹2,293.53 crores in Indian shares today. Recommendation: Hold. Suggestion: Mixed flows could increase volatility, observe short-term market sentiment swings.

==> RailTel Corp: Secures Rs. 105.75 crore order from Bihar Education Council for smart classroom installations. Recommendation: Buy. Suggestion: Major project win. Likely positive for future revenue and sector positioning.

==> Dow Jones Index: Dow Jones rises by 117.95 points (0.26%) to 45,875.85 after market opening. Recommendation: Hold. Suggestion: Positive but marginal index move, maintain positions unless sector-wide news follows.

==> Indosolar / Waaree Energies (OFS): Waaree Energies to sell 61 lakh shares (14.66%) via OFS on Sep 18-19 at ₹500/share. Recommendation: Sell. Suggestion: Large stake sale may pressure short-term prices. Consider reducing exposure until OFS settles.

==> PNB Housing: To announce new CEO within two weeks; confirms ongoing guidance. Recommendation: Hold. Suggestion: Leadership change pending; reassess position after CEO appointment is confirmed.

==> Torrent Pharma: Releases 2 billion rupees in commercial papers. Recommendation: Hold. Suggestion: Debt instrument release for working capital. No major impact unless further liquidity issues appear.

==> Dalmia Bharat (NSE Block Trade): Block trade of Rs. 102.51 crores for ~412,949 shares at Rs. 2,482.50. Recommendation: Hold. Suggestion: Watch for price movement. Maintain position unless large institutional exit or entry confirmed.

==> B.R. Goyal Infrastructure: Expands order book to ₹1,443 crore (Aug 2025) driven by new orders across infrastructure. Recommendation: Buy. Suggestion: Strong order book; likely catalyst for revenue and stock price growth.

==> JK Tyre: Faces revised CGST penalties of Rs. 1,047.91 crore for FY 2017-18 & 2018-19. Recommendation: Sell. Suggestion: Large penalty risk to earnings; consider reducing position until clarity on liability impact.

==> Landmark Cars: Kia India grants approval to establish showroom in Kolkata. Recommendation: Buy. Suggestion: Expansion in metro market could drive sales; positive medium-term outlook.

==> Vedanta: NCLT schedules hearing for demerger petition on October 8. Recommendation: Hold. Suggestion: Await legal outcome for clarity on restructuring benefits; maintain position for now.

==> Cochin Shipyard: Secures Rs. 200 crore ONGC contract for dry dock & jack-up rig repairs. Recommendation: Buy. Suggestion: Significant new contract; strengthens order book and revenue prospects.

==> Insolation Energy: Incorporates three new SPVs for solar projects via wholly-owned subsidiary. Recommendation: Buy. Suggestion: Aggressive expansion in renewables. Supports future revenue and sector growth.

==> Vikram Solar: Promoter group re-pledges 9.49 crore shares (26.25% stake) worth ₹2,600 crore for working capital. Recommendation: Hold. Suggestion: Substantial re-pledging may signal liquidity needs; watch for further financial announcements.'

Share market this week

Summary by Category:

Very Good (5 items)

• Orient Green Power strong earnings
• Bajaj Finance credit rating upgrade
• Lemon Tree Hotels strategic expansion
• PNC Infratech major solar project win
• S&P banking sector rating upgrades

Good (5 items)

• Net positive domestic investment flows
• Mahindra future product pipeline (mentioned twice)
• Potential Ukraine peace agreement (mentioned twice)

Bad (2 items)

• Bitcoin/crypto market decline
• Trump-Putin meeting uncertainty

Neutral (1 item)

• Trump meeting outcomes unclear

Overall Market Sentiment: Positive

Strong positive shift with major banking sector upgrades and potential geopolitical stability. Banking sector strength particularly important for Indian markets, while peace prospects reduce global uncertainty.

Financial Performance Summary Table

Key Insights

Very Good Performance

·       Tilaknagar Industries: Major strategic acquisition of Imperial Blue brand positions company for significant growth in whisky segment

Good Performance

·       Easy Trip Planners: Potential upside from upcoming board meeting and investment proposals

Bad Performance

·       R&B Denims: Margin compression despite revenue growth

·       Scoda Tubes: Both revenue and margin decline indicating structural issues

Very Bad Performance

·       Muthoot Microfin: Severe profit decline and revenue contraction, indicating significant operational distress in microfinance sector

Market Context

The notifications were sent between 20:15 and 21:07 yesterday, suggesting active monitoring of Q1 FY26 results season. The mixed performance across sectors reflects varied industry dynamics, with consumer discretionary (travel) and alcoholic beverages showing promise, while textiles and microfinance facing headwinds.

Q1 Earnings Performance Analysis

Market Activity Summary

·       FII Activity: Net selling of ₹1,202.65 Crore

·       DII Activity: Net buying of ₹5,972.36 Crore

·       Net Impact: Strong domestic institutional support offsetting foreign outflows

Performance Categories Overview

Very Good (3 companies)

·       NITCO: Complete turnaround story

·       ASHOKA BUILDCON: Strong profit growth despite revenue decline

·       KRSNAA DIAGNOSTICS: Consistent growth with healthy margins

Good (2 companies)

·       R P P INFRA: Revenue growth positive

·       SOM DISTILLERIES: Steady EBITDA growth and margin expansion

Bad (2 metrics)

·       R P P INFRA: Significant profit decline

·       ASHOKA BUILDCON: Revenue contraction

·       HI-TECH GEARS: Revenue and margin decline

Very Bad (1 company)

·       HI-TECH GEARS: Severe profit decline across all metrics

Key Observations

1.     Mixed sector performance with construction and diagnostics showing strength

2.     NITCO's remarkable turnaround from loss to significant profit

3.     Margin pressure evident in manufacturing (Hi-Tech Gears)

4.     Domestic institutional support providing market stability