Dhanasree Financial Services

30/09/2026

Daily Stock News

KPI Green Wins $212M Solar Project. Premier Energies Says Cell Capacity Has Tripled, Demand Remains Strong. Sebi drops Adani-linked shareholding case against Vinod Adani, finds no proof he controlled offshore funds


KPI Green- Company has won an order worth around Rs2025cr from NACOF Oorja Pvt for the development of a 500 MW solar photovoltaic power project - Positive


Navin Fluorine - Board approved funding of ₹75 Crores for debottlenecking of Multi Purpose Plant (‘MPP’) facility at Dahej site by Navin Fluorine Advanced Sciences Limited (‘NFASL’), Wholly Owned Subsidiary of the Company- Positive


Datamatics – Company announced that Prometric, a global leader in credentialing and skills development, has selected Datamatics to support its remote examination operations globally- Positive


Aptech- Company has received a Work Order from the State Government Body with a contract value of ₹3.90 crore- Positive


Groww – Company has rolled out access to US-listed stocks and exchange-traded funds (ETFs) to select customers, marking its entry into international investing- Positive


Aditya Birla Sun Life AMC - Company launches India’s first BSE Total Market Index Fund and ETF- Positive


Anupam Rasayan – Company has completed the acquisition of a 48.2 per cent controlling stake in Bliss GVS Pharma for ₹1,750 crore, marking its push into finished dosage formulations. - Positive


Westlife Foodworld: Co-promoter Admas Industries Pvt Ltd acquired 1.23% stake via open market between Sept 23 and 28- Positive.


STL Networks: Emerges as L1 bidder for a Rs. 250 crore order from RailTel for cloud infrastructure deployment at RailTel data centres. – Positive


Godawari Power & Ispat: Invests Rs. 50 crore in subsidiary Godawari New Energy. – Positive


Prestige Estates Projects: Completes two residential developments in Hyderabad. – Positive


Navin Fluorine International: Arm Navin Fluorine Advanced Sciences commissions debottlenecking capacity at its Dahej facility. – Positive


Graphite India: The US Department of Commerce issues a preliminary determination in the anti-dumping duty investigation, announcing a preliminary dumping margin of 12.22%; financial impact remains unascertainable at this stage. – Long term positive


Ramco Cements: The company increases clinker capacity to 5.62 MTPA and cement grinding capacity to 4.38 MTPA following plant debottlenecking. – Positive


Endurance Technologies: Arm EOSpA enters into an agreement to acquire the remaining 32% stake in Stoferle's German businesses for EUR 18 million. – Positive


Punjab & Sind Bank: Approves raising up to USD 1 billion through FCCBs under its Medium-Term Note Programme. – Positive


Arisinfra Solutions: Arm ArisUnitern RE Solutions secures a Mumbai project with an estimated GDV of Rs. 400 crore. – Positive


Exide Industries: Invests nearly Rs. 100 crore in subsidiary Exide Energy Solutions. – Positive


NLC India: The company will incorporate a joint venture with NALCO to develop a 1,080 MW thermal power plant, with both partners holding 50% stake each. – Positive


Bluspring Enterprises: The company approves the amalgamation of Bluspring New Horizon Two with LSG Sky Chefs. – Positive


Power Mech Projects: The company receives a Rs. 549 crore order from Adani Group's Moxie Power for a contract period of 60 months. – Positive


JNK India: The company secures two orders worth up to Rs. 100 crore from an Indian customer for supply and services of flare packages. – Positive


Deepak Nitrite: Arm commissions manufacturing operations at its Chlorination & Specialty Chemicals plant in Gujarat; total capex incurred stands at approximately Rs. 300 crore. – Positive


UFlex: FY27E consolidated revenue projected at Rs. 20,943 crore, implying around 35% growth over FY26; normalized EBITDA projected at Rs. 2,578 crore, also implying around 35% growth. – Positive


Flair Writing Industries: Receives a Rs. 31 crore demand-cum-show cause notice from a Surat authority. – Positive


KSB: Receives an export order worth Rs. 118 crore from Dangote Projects for supply of 18 boiler feed pump packages. – Positive


JSW Cement: Approves merger of subsidiary Shiva Cement with the company, creating a unified cement platform. – Positive


Time Technoplast: Approves merger of TPL Plastech with the company; TPL shareholders to receive 403 Time Technoplast shares for every 1,000 TPL shares held. The company will issue 79.02 lakh shares under the scheme. – Positive


Laser Power & Infra: Receives a Letter of Intent worth Rs. 44 crore from CESC. – Positive


Prestige Estates Projects: Signs a securities subscription agreement with CPP Investment Board and Prestige Hospitality to invest Rs. 3,000 crore in Prestige Hospitality Ventures in three tranches. – Positive


Sagar Cement – Company’s subsidiary completed expansion of cement grinding capacity to 3 MTPA from 1.82 MTPA- Positive


CleanMax – Company partners with Nuvoco on 46.4 MW wind-solar hybrid project in Rajasthan to power cement operations with 100 MU annual clean energy, cutting 1.25 lakh tonnes CO2 yearly. – Positive


Pine Labs – Company renews 5-year tech partnership with Australia's Woolworths Group, powering gift card ecosystem via Qwikcilver platform with enhanced APIs and digital stored-value solutions. – Positive


Anupam Rasayan India Ltd – Company completes acquisition of 50.07% stake in Bliss GVS Pharma, gaining promoter control in Rs 162.74 Cr deal to create integrated pharma platform. – Positive


Premier Energies - Vinay Rustagi of Premier Energies said the company's cell manufacturing capacity has expanded three-fold. The company said it has been able to mitigate part of the pressure arising from higher input costs and continues to work on reducing the impact of cost inflation. Metal and freight costs remain among the key challenges facing the industry, according to management. – Positive


Nuvoco Vistas - Company To Buy 26% Stake In Clean Max's SPV. To Buy 26% Stake In Clean Max Ilgohp Pvt Ltd and to Set Up Renewable Energy Unit Via Acquisition – Positive


Global Health – Company has acquired a land parcel in Ghaziabad, Uttar Pradesh, for Rs 166 crore. The acquired land parcel measures 10,560 square metres. The company said the land has the potential for development of a 350-bed hospital. – Positive


Symbiotec Pharmalab – Company has received an Establishment Inspection Report (EIR) from the US Food and Drug Administration (US FDA) for its Pithampur manufacturing unit. The US FDA has classified the Pithampur facility under Voluntary Action Indicated (VAI) status. – Positive


H.G. Infra – Company has received a Letter of Financial Closure from the National Highways Authority of India (NHAI). The financial closure relates to a Rs 1,582 crore road project in Odisha. – Positive


Sebi drops Adani-linked shareholding case against Vinod Adani, finds no proof he controlled offshore funds - Markets regulator Sebi said it could not establish that Vinod Adani, brother of Adani Group Chairman Gautam Adani, controlled two offshore funds that invested in four group companies, and therefore dropped minimum public shareholding (MPS) and fraud allegations against him and 11 other noticees– Positive

30/09/2026

News & Impact (Wednesday, 30th September, 2026)



US-Iran update - Trump claims war will end ‘very soon’, gives no details - US President Donald Trump says the war on Iran will end “very soon” without providing any details and reiterates that Tehran will not have a nuclear weapon.


Focus –. Gift Nifty is down 0.2%. Nifty rollover 74% and Bank Nifty rollover 79% - almost same in the last 3-month average. Higher rollover Glenmark, Canara Bank. IPO Listings - ArMee Infotech, Sw****ka Infra. Elevate Campuses. Adroit Industries (India). Avalon Tech and Gland Pharma block deal. US - GDP, CX. Brent Crude Nov contract at $103 while December contract at $96/bbl. US 30-year yields to the highest level since 2002 and 10-Year Bond Yield to 19-year high at 5.26%. Buy this – Aequs, HEGAM, KWIL.


Market outlook Today –



The domestic equity market is expected to open on a positive note, supported by the decline in crude oil prices to around $103/bbl from $107/bbl, modest gains in US index futures, and a broad rally across Asian markets. Sentiment has also improved following reports that Brent crude supply through the Middle East has recovered to near pre-war levels. Overnight, US markets closed slightly lower but recovered from their intraday lows, helped by easing oil prices and stronger-than-expected consumer confidence data. However, elevated bond yields remain a concern, with the US 30-year Treasury yield touching its highest level since 2002, while the 10-year yield climbed to a 19-year high of 5.26%. Market participants will now focus on upcoming US inflation and personal consumption expenditure data for further direction. Back home, Gift Nifty is trading around 0.2% lower. In the previous session, the Nifty declined 0.3% to close below the 22,800 level amid weakness in global markets and FIIs selling. During the September F&O series, the Nifty fell nearly 7%, or around 1,500 points, marking one of its sharpest monthly declines in the past six months. Nifty rollover stood at 74%, while Bank Nifty rollover was at 79%, broadly in line with the three-month average. For the new October F&O series, market sentiment could improve on expectations of healthy quarterly earnings from next month and optimism surrounding potential peace negotiations between the US and Iran. Easing crude oil prices, strength in Asian markets, and relatively attractive domestic valuations could provide support at lower levels. Overall, stock- and sector-specific activity is expected to remain the key theme in the near term.


Sector-wise outlook:



Focus on Auto stocks – Expect momentum on auto stocks ahead of September auto monthly sales data to be announce tomorrow.
Focus on Adani group stocks – Expect positive for Adani group stocks after Sebi drops Adani-linked shareholding case against Vinod Adani, finds no proof he controlled offshore funds
Focus on metal stocks – Expect positive for metal stocks due to rising domestic demand
Focus on oil marketing stocks – Expect positive for oil marketing stocks as December oil contract falling to $96/bbl .


Asian Market Trend - -- Asian stocks gained for the first time in three sessions as technology shares advanced due to declined oil price. US Bonds remained in focus ahead of a crucial US inflation reading. Japan, South Korea , Taiwan Index gained up to 1%.


US market Update ¬– U.S. stocks ended marginally lower after a worrying monthly survey of consumer confidence was offset by a Federal Reserve official cautioning against hasty rate hikes. Both Dow Jones and Nasdaq Composite Index slipped up to 0.3% each, recovered partially from the intra-day low after announced impressive consumer confidence data


European Market – European stocks erased from intra-day high due to further rising US 10-Year bond yield to 5.26% on rate hike hope by US Fed, Both UK and Germany Index slipped 0.5% each. .


Gold – Gold recovered some losses from Monday’s rout as US Treasuries stabilized and traders looked for clues on
whether the Federal Reserve will continue tightening policy to rein in inflation. Gold rose as much as 1% to trade near $4,150 an ounce, after tumbling 4% the previous session.


Brent Crude -. Oil declined by 2% to $103/bbl on signs Middle East supply has risen to near pre-war levels after Saudi Arabia resumed flows through a pipeline that avoids the Strait of Hormuz.

29/09/2026

Market 29/09/2026

Nifty Open : 22732
Nifty High : 22753
Nifty Low : 22569
Nifty Close : 22716

Sensex Open : 72633
Sensex High : 72684
Sensex Low : 72064
Sensex Close : 72529

NIFTY - 64
SENSEX - 242

29/09/2026

29/09/2026

contact 98950 33633

29/09/2026

contact 98950 33633

29/09/2026

Daily Stock News 29/09/2026

Borosil Ltd – Government is recommending anti-dumping duty on Chinese imports glass. – positive


Morepen Lab - Company has submitted an Abbreviated New Drug Application (ANDA) to the US Food and Drug Administration (US FDA) for Sitagliptin Tablets. The filing marks the company's first application for Sitagliptin in the US market. – Positive


August IIP surge by 8% - Industrial Production (IIP) grew by 8 per cent in August, supported by 9 per cent growth in manufacturing sector and a strong growth of 12.3 per cent in electricity & gas supply sector. Strong August IIP data indicating domestic economy growth momentum to be continue – Expect positive for market sentiment.


Pidilite Industries: Enters into a strategic partnership with Hwaseung Chemical to bring advanced footwear adhesive technology to India. – Positive


Vikram Solar: Secures a 400 MW module supply order from an EPC player for agri-solar projects in Maharashtra. – Positive


BlackBuck: Invests Rs. 22 crore in subsidiary TZF Logistics Solutions. – Positive


Clean Max Enviro: Raises Rs. 2,500 crore through green debt securities (NCDs) on a private placement basis. – Positive


63 Moons Technologies: Arm Financial Technologies acquires an additional 0.18% stake in Ticker for Rs. 8.5 crore. – Positive


NCC: Receives a Letter of Acceptance worth Rs. 1,077 crore from the Andhra Pradesh government for a drinking water supply project. – Positive


Tata Motors PV: Expands its Battery-as-a-Service (BaaS) program across the entire electric vehicle portfolio. – Positive


Sudarshan Chemical Industries: The company will acquire a 15.89% stake in Sudarshan Colorants for Rs. 151 crore. – Positive


IRFC: Signs a Rs. 4,200 crore loan agreement with Damodar Valley Corporation (DVC) to finance renewable energy projects. – Positive


Sagar Cements: Subsidiary Andhra Cements completes expansion of cement grinding capacity to 3 MTPA from 1.82 MTPA. – Positive


Zydus Lifesciences: US FDA concludes inspection of its Ahmedabad facility with one observation; inspection was conducted from September 21-28.- Long term positive


Sanofi India: Sanofi Healthcare acquires an additional 15.2% stake in Sanofi India from Hoechst GmbH. – Positive


Ellenbarrie Industrial Gases: Receives a Rs. 481 crore order from BHEL for a cryogenic ASU for an Odisha project. – Positive


Power Mech Projects: Secures a Rs. 279 crore order from a Telangana power utility for maintenance of ash and coal handling plants. – Positive


Waaree Renewable Technologies: Order value for development of a 2,012.47 MWp ground-mounted solar PV project enhanced by Rs. 14 crore. – Positive


Great Eastern Shipping: To acquire a new-build 1.57 lakh DWT Suezmax tanker, scheduled for delivery in H2 FY29. – Positive


Landmark Cars: Adds a BYD facility in Noida and a Mahindra & Mahindra showroom in Kolkata. – Positive


Ola Electric Mobility: Approves fundraising of Rs. 1,000 crore through a rights issue. – Positive


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. – Positive


Sun Pharma – Company secures exclusive global rights to commercialize & manufacture Lyrokaul (lerodalcibep), a once-monthly PCSK9 inhibitor, outside US & China; EU approval already secured for $3.7B cardiovascular market. – Positive


Godrej Properties – Company inks development deal for 2.5-acre luxury housing project in Marine Lines, South Mumbai with Rs6,000 crore revenue potential. – Positive


Medanta – Company wins 10,560 sqm land in Ghaziabad for Rs 165.82 Cr to build 350 bed hospital, expanding Uttar Pradesh footprint. – Positive


Hatsun Agro Product Ltd – Company partners with Odisha Government and SBI to launch 'Go-Dhan', empowering 6,000 dairy farmers across 15 districts with finance, technology and government scheme access. – Positive–


Paras Defence – Company wins ₹26.59 crore DRDO order as Lead System Integrator for Hyperspectral Mission's space-borne optics payload, strengthening its space-tech portfolio. – Positive


The Indian Energy Exchange (IEX)- Company said its arm, Indian Coal Exchange Ltd, has applied for a licence with the Coal Controller Organisation (CCO) — the regulatory authority for coal exchanges - Positive


Arisinfra Solutions – Company announce that it will acquire an additional 16% stake in its material subsidiary, BuildmexInfra Pvt for consideration worth Rs60cr - Positiv


Mold-Tek Technologies – Company announces 1:1 bonus issue with October 9, 2026 as record date; shareholders to receive one free share for every share held. – Positive


Arvind SmartSpaces – Company expands Bengaluru footprint with new Rs 470 Cr residential high-rise on Sarjapur Road, marking 11th high-rise project in the city. – Positive


Lupin – Company bags tentative U.S. FDA approval for novel Apixaban Oral Suspension, a liquid alternative to Bristol Myers Squibb's Eliquis®️ tablets for patients with swallowing difficulties. – Positive


IEX – Company’s subsidiary Indian Coal Exchange Ltd applies for licence with Coal Controller Organisation to launch physical coal trading platform, expanding group's energy market footprint. – Positive


Radico Khaitan – Company becomes first Indian spirits firm in UK airport duty-free shops. Presence secured at Heathrow, Gatwick, Manchester and Birmingham. Four airports handled over 170 million passengers in 2025. Prestige & Above segment contributed 70.3% of IMFL value in FY26. – Positive


Aequs – Company said its board has approved Rs 650 crore equity infusion, which will be deployed to expand capacity in aerospace and consumer business besides supporting its borrowing programme. – Positive


Hypersoft Technologies – Company has announced a strategic entry into the artificial intelligence (AI) segment. The company said it has introduced a unified AI platform focused on data science and ERP solutions. – Positive


Servotech Renewable Power – Company has launched new products, including a Hybrid Solar Inverter and a Micro Grid Inverter. The company said the products will be available for export to SAARC countries and the Middle East. – Positive


Dilip Buildcon – Company has emerged as the lowest bidder for a tender floated by the National Highways Authority of India (NHAI) in Maharashtra worth Rs1151cr. – Positive


Kalpataru Projects International – Company has secured a major international order worth over Rs 4,000 crore from UAE. The order has been awarded under the company's oil and gas business segment. – Positive


Man Infraconstruction – Company has entered into an agreement with Godrej Properties to develop a residential project in Marine Lines, South Mumbai. The project is expected to unlock an overall revenue potential of Rs 6,000 crore. – Positive


Augmont Enterprises – The National Stock Exchange of India officially approved the firm as a partner for the promotion of Electronic Gold Receipts– Positive

29/09/2026

News & Impact (Tuesday, 29th September, 2026)



US-Iran geo-political update - Iranian Foreign Minister Abbas Araghchi says Tehran has held further indirect talks with the United States through Qatari mediators in New York, with Washington’s formal response “hopefully” expected by Tuesday. Earlier, President Donald Trump also confirmed that US officials have met Iran war mediators.


Focus – Gift Nifty is flat positive. Nifty September series F&O expiry. US exempts India and 19 nations from 100% tariff on certain speciality drugs. US Dollar Index above 100. Gold drop 4%. Brent crude stable at $106/bbl. US 10-Year Bond Yield 19-Year high at 5.25%. August Industrial production (IIP) rises to 8% in August vs 6.7%. US – Consumer Confidence data. Buy this – Dixon Tech, Borosil Ltd., Indo Borax, Morepen Labs. Govt is recommending anti-dumping duty on Chinese glass imports. Morepen Labs Submits First U.S. ANDA For Sitagliptin Tablets. IPO Listings - Varmora Granito. Tata Trusts propose merger with two Tata firms


Market outlook Today – Domestic equity markets are expected to open on a flat-to-positive note, supported by a nearly 2% decline in crude oil prices from around $108 to $106 per barrel amid hopes of progress in potential US-Iran peace talks. The recent sharp correction in the Nifty, which has fallen more than 1,000 points or around 5% over the past few sessions, may also provide a relatively favorable risk-reward setup and could encourage buying at lower levels. Global markets remained under pressure overnight, with US equities declining by up to 1% as rising crude prices and heightened geopolitical tensions between the US and Iran weighed on sentiment. Expectations of a US Federal Reserve rate hike pushed the US 10-year Treasury yield 19-year high to around 5.25%, while the Dollar Index moved above the 100 mark, adding to pressure across global markets. Asian markets are opening on a mixed note, while Gift Nifty indicates a flat-to-positive start. Market participants are likely to closely monitor developments surrounding US-Iran peace talks and movements in crude oil prices. Intraday volatility is expected to remain elevated, while short-covering activity in the latter part of the session cannot be ruled out ahead of the September F&O expiry and Nifty rebalancing.
In the previous session, the Sensex declined by more than 1,100 points, while the Nifty fell 1.6% to a five-month low below the 22,800 mark, weighed down by weak global cues and elevated crude prices. Against this backdrop, stock- and sector-specific activity is likely to remain prominent. Traders may focus on a buy-on-dips approach amid the volatile market conditions, with positive momentum expected in pharma, auto, Tata Group and chemical stocks.
Sector-wise outlook:

‘

Focus on Tata Group stocks – Expect positive for Tata group stocks after the Tata Trusts propose merger with two Tata firms
Focus on pharma stocks – Expect positive for pharma stocks after the US exempts India and 19 nations from 100% tariff on certain speciality drugs and ingredients.
Government Proposes Anti-Dumping Duty on China Goods – Expect positive for Borosil Ltd.after the kitchen-glassware maker said the government is recommending anti-dumping duty on Chinese imports.
Focus on mining and equipment stocks – Expect positive for BEML, Tega, Action Construction, Elecon Engineering after rating agency ICRA report that the Indian mining and construction equipment industry to witness moderation in margins despite 8-10% growth in volumes in 2026-27 against the 2% decline reported in 2025-26.


Asian Market Today - Asian market declined after surging oil prices and growing bets on further Federal Reserve rate hikes had driven Treasury yields to multi-year highs. Japan, South Korea, Taiwan and Australia Index slipped up to 1%


US market Update ¬– -The Dow Jones and Nasdaq Composite Index slipped 0.7% and 1% respectively after President Donald Trump rejected Iran's latest offer to reopen the Strait of Hormuz. In response, oil prices and Treasury yields jumped. US Dollar Index gained 2% to above 100 level. US 10-Year Bond Yield 19-Year high at 5.25%.


European Market – European shares marginally gained on Monday as investors looked past rising bond yields and a renewed surge in oil prices, with UK homebuilders jumping after the government announced a new loan program to help first-time buyers. UK, Germany and France Index gained up to 0.2%


Gold – Gold sank 4% to $4160/ounce, joining a selloff across precious metals, as the US-Iran standoff over the Strait of Hormuz kept energy costs elevated and reinforced pressure on the Federal Reserve to raise interest rates again. US 10-Year Bond Yield 19-Year high at $5.25%.


Brent Crude -. Brent crude declined 2% from $108 to $106/bbl on US-Iran peace talks hope and signs of firm demand outweighed the resumption of flows through a key pipeline from Saudi Arabia, the top exporter


FIIs – FIIs were net sellers Rs5353cr. FIIs were net sellers Rs23884cr this month


DIIs – DIIs were net buyers Rs5189cr. DIIs were net buyers Rs57806cr this month

28/09/2026

market 28/09/2026

Nifty Open : 23064
Nifty High : 23080
Nifty Low : 22762
Nifty Close : 22780

Sensex Open : 73734
Sensex High : 73740
Sensex Low : 72716
Sensex Close : 72771

NIFTY - 360
SENSEX - 1160