Let's catch up on the latest news from the stock market. From significant investments to major deals, order wins, appointments, and acquisitions, here’s a quick look at which stocks will be in focus in today's trade:
Stocks to Watch
Lupin Ltd: Lupin Limited has received tentative U.S. FDA approval for its generic version of Bictegravir, Emtricitabine, and Tenofovir Alafenamide Tablets 50 mg/200 mg/25 mg, to be manufactured at its Nagpur facility in India. The drug is used to treat HIV in adults and children weighing at least 25 kg.
Polycab India: Promoter entities expected to offload up to 0.81% of the company’s equity through a block deal. Herein, the estimated offer size is Rs 887.6 crore.
Glenmark Pharma: Glenmark Specialty SA, a subsidiary of Glenmark Pharma has entered into an exclusive licensing deal with Hengrui Pharma for a new HER2-targeting cancer drug called Trastuzumab Rezetecan. Under the deal, Glenmark will pay $18 million upfront, plus future payments of up to $1.09 billion and royalties on drug sales.
Newgen Software Technologies: Newgen Software Technologies (UK) Limited, a wholly owned subsidiary of the Newgen Software Technologies has signed a five-year master services agreement with TCS NV, Belgium. The deal includes cloud hosting, software licensing, and implementation services. This is a purely commercial transaction.
AWL Agri Business Ltd: The company signed a two-year MoU with the Solvent Extractors’ Association of India (SEA) and Solidaridad Regional Expertise Centre (SREC) on September 24, 2025, to lead the National Mustard Model Farm Initiative.
Capricorn Systems Global Solutions: The company announced on September 24, 2025, the initiation of a new business line in trading, supply, and distribution of agricultural commodities (rice, wheat, pulses, oilseeds, food products) and other commodities (coal, granite).
SEPC Ltd: It announced it has secured a Rs 75.19 crore purchase order from Gefos Solutions Private Limited for supplying construction materials across four residential infrastructure projects in India. The non-related-party contract, expected to be completed in 8-9 months, bolsters the company's order book amid surging demand for urban housing developments.
Waaree Energies Limited: Domestic solar module manufacturer Waaree Energies Limited has invested Rs 300 crore in its subsidiary Waaree Energy Storage Solutions Private Limited (WESSPL). The investment was made through a rights issue.
Tata Steel: The company has invested Rs 4,054.66 crore in its overseas unit, T Steel Holdings Pte. Ltd. (TSHP), acquiring 457.7 crore shares. TSHP remains a wholly-owned subsidiary of the Tata Group company.
Swan Defence and Heavy Industries Limited (SDHI): ndia's premier shipbuilding and heavy fabrication firm, has inked an exclusive Memorandum of Understanding (MoU) with Dutch offshore oil and gas vessel specialist Royal IHC, alongside Indian representative Alar Infrastructure. The partnership will leverage combined expertise to design, build, and retrofit vessels including offshore construction, pipe-laying, and multi-purpose support types at SDHI's Pipavav Port shipyard in Gujarat.
Indian Hotels: The company announced that it has signed an agreement to open a new Taj hotel in Visakhapatnam, Andhra Pradesh, featuring 310 rooms to expand its luxury footprint.
YES Bank: The Bank has reported that Japan’s Sumitomo Mitsui Banking Corporation (SMBC) has increased its shareholding in the lender. Herein, SMBC has raised its stake by an additional 4.22%.
Bulk Deals
AAA Technologies: NOVA Global Opportunities Fund PCC – Touchstone bought 2.21 lakh shares (1.73%) at Rs 81.49 per share. Seller: Promoter Anjay Ratanlal Agarwal.
Ganesh Infraworld: BNP Paribas Financial Markets bought 2.50 lakh shares at Rs 227.5 per share.
Paradeep Phosphates: Promoter Zuari Maroc Phosphates bought 97.50 lakh shares (1.2%) at Rs 182.06 per share.
Regaal Resources: VPK Global Ventures Fund – Scheme 1 sold 7.00 lakh shares at Rs 96.25 per share.
Kesoram Industries: Axis Bank sold 20.66 lakh shares (0.67%) at Rs 5.96 per share.
Block Deals
Akzo Nobel India: Multiple block deals occurred. Buyers include Nippon India Mutual Fund (8.15 lakh shares, 1.79%), WF Asian Smaller Companies Fund Ltd (5.28 lakh shares, 1.16%), Goldman Sachs Funds – Goldman Sachs India Equity Portfolio (4.50 lakh shares, 0.99%), Aditya Birla Sun Life Mutual Fund (45,986 shares, 0.10%), Bandhan Mutual Fund (29,928 shares). Sell-offs were by Promoter Imperial Chemical Industries Limited (22.77 lakh shares, 5%).
Coffee Day Enterprises: AHIH Resorts and Retreat Private Limited bought 88.28 lakh shares at Rs 44.45 each; CEO Malavika Hegde sold 88.28 lakh shares (4.18%) at Rs 44.45 each.
Mainboard Listing
Ivalue Infosolutions: The IPO has been fully subscribed, with the retail portion subscribed 1.28 times, the Non-Institutional Investors (NII) portion booked 1.26 times, and Qualified Institutional Buyers (QIBs) portion receiving 3.18 times bids.
SME Listing
JD Cables: The issue size is Rs 95.99 crore (Rs 84.41 crore fresh issue + Rs 11.58 crore offer for sale) with a price band of Rs 144 – Rs 152 per share. It specializes in manufacturing high-quality cables and conductors for the power transmission and distribution sector.
Stocks Trade Ex-Dividend
Adtech Systems Ltd
Evans Electric Ltd
Stocks in F&O ban
HFCL
RBL Bank
Sammaan Capital
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