Indian stock markets are expected to witness active stock-specific action on Thursday, September 26, 2025, with a host of corporate announcements, regulatory developments, and sectoral moves driving sentiment. From FSSAI’s new Ayurveda Aahara licensing window to major energy capacity expansions and fresh global orders, here’s a detailed look at the key stocks in focus today.
Dabur, Patanjali shares in focus after FSSAI move
The Food Safety and Standards Authority of India (FSSAI) has launched a dedicated licensing window for Ayurveda Aahara products. This regulatory push is expected to benefit companies like Dabur and Patanjali Ayurved, which have strong product portfolios in traditional and natural foods. Analysts say the move will provide clarity and growth impetus to the Ayurveda food segment.
Kalpataru Projects stock in focus
Kalpataru Projects’ subsidiary Vindhyachal Expressway has successfully settled an arbitration award for a road project dispute. The resolution removes a long-standing overhang and is expected to improve sentiment for the EPC and infrastructure player.
RITES shares gain on international order
RITES Ltd. announced that it has secured an international order worth $18 million from South Africa. The deal strengthens its global footprint and highlights its growing expertise in consultancy and project execution in the transport and infrastructure sector.
TVS Motor expands global footprint
TVS Motor Company announced a strategic acquisition in Italy to expand its presence in the European market. The move underscores its ambition to become a global mobility player and diversify its portfolio across regions.
Supreme Petrochem commissions ABS project
Supreme Petrochem commissioned its new Acrylonitrile Butadiene Styrene (ABS) project with a capacity of 70,000 TPA at its Maharashtra plant. The expansion enhances its product range and supports demand growth in the petrochemicals segment.
Carysil stock in focus on capacity expansion
Carysil announced capacity expansion for its kitchen appliances manufacturing and assembly line at its Bhavnagar facility. The move is aimed at capturing growing domestic and export demand in the premium kitchen solutions segment.
Yogi Ltd secures new orders
Yogi Ltd. informed exchanges that it has secured domestic purchase orders worth ₹37.54 crore, providing near-term revenue visibility.
ITCONS E-Solutions contract win
ITCONS E-Solutions bagged a contract from Hindustan Aeronautics Ltd. (HAL) worth ₹38.5 million, strengthening its foothold in defence-linked technology services.
Ceigall India bags road project
Ceigall India, through its joint venture, secured a ₹509 crore GMADA road construction project in Aerotropolis, SAS Nagar. The win underscores its position in road and infrastructure development.
Alphageo contract with Oil India
Alphageo announced it has secured a ₹34.98 crore contract from Oil India Ltd. for seismic data work, highlighting its expertise in oilfield services.
Jeena Sikho Lifecare opens new hospital
Jeena Sikho Lifecare Limited has started operations of a new hospital in Raigad district, Maharashtra, effective September 23, 2025. The expansion strengthens its healthcare delivery footprint.
Avenue Supermarts opens new store
Avenue Supermarts (DMart) announced the opening of a new store in Anantapur, Andhra Pradesh, taking its total store count to 430. The expansion continues its aggressive retail footprint growth.
Umiya Buildcon secures land for facility
Umiya Buildcon received a one-acre land allocation from the Karnataka government to set up a new data communication and networking products manufacturing facility.
Electronics Mart India launches new store
Electronics Mart India opened a new multi-brand “Bajaj Electronics” store in Chittoor, Andhra Pradesh, further expanding its retail network.
Wockhardt milestone in antibiotic innovation
Wockhardt announced that the Phase 3 study of its novel antibiotic MIQNAF®️ has been published in The Lancet. The development marks a milestone for India’s antibiotic innovation efforts and boosts the company’s R&D profile.
PFC forms new SPV
Power Finance Corporation (PFC) has incorporated a new special purpose vehicle, Tumkur II Re Transmission Ltd., to strengthen renewable energy grid integration.
NTPC and NTPC Green Energy expand solar capacity
NTPC announced the start of commercial operations of 167 MW out of 245 MW at its Nokh Solar PV Project in Rajasthan, effective September 26, 2025. Separately, NTPC Green Energy expanded its solar capacity in Gujarat, underlining its leadership in renewable energy.
Maruti Suzuki Invicto scores 5 stars in Bharat NCAP
Maruti Suzuki’s premium SUV Invicto secured a 5-star rating in the Bharat New Car Assessment Programme (Bharat NCAP). The rating matches Toyota Hycross and is expected to boost consumer sentiment around safety.
Zydus Lifesciences tax demand dropped
Zydus Lifesciences informed exchanges that tax authorities have dropped a demand of ₹35.89 crore, providing relief to the company.
JB Pharma in spotlight after regulatory nod
South Africa’s Competition Commission has approved Torrent Pharma’s proposed acquisition of JB Pharma, albeit with conditions. The clearance moves the deal forward.
Exide Industries invests in subsidiary
Exide Industries announced an ₹80 crore investment into its subsidiary Exide Energy Solutions to fund the Bengaluru lithium-ion cell plant.
Ratnamani Metals acquires subsidiary stake
Ratnamani Metals completed the acquisition of the remaining stake in its Switzerland-based subsidiary, Ratnamani Trade EU AG.
Key corporate updates: Sri Amarnath, NCL, Hemang Resources, KEI
Several companies announced leadership changes:
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Sri Amarnath: Appointed Ankita Singhal as Company Secretary and Compliance Officer.
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NCL Industries: Announced the retirement of CS Arun Kumar, effective October 1.
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Hemang Resources: Appointed Risha R. Jain as CS & Compliance Officer.
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KEI Industries: Announced the resignation of VP Dhiman Chaudhuri.
Other key updates
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Mahindra & Mahindra, Mphasis, Blue Star: Board meetings scheduled in November and October for Q2 results.
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Nuvoco Vistas: Received a CGST show-cause notice alleging a ₹37.61 crore tax demand and ₹74.87 crore penalty.
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Adani Power: India Ratings assigned IND AA (Stable) to its additional ₹12,000 crore term loan.
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Jumbo Bag Ltd: To shift operations from Unit-2 due to landlord notice; no material adverse effect expected.
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REC: Incorporated Bellary Davanagere Power Transmission Ltd as a step-down subsidiary.
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BHEL: DIPAM rejected JV proposal between BHEL and REC Power Development and Consultancy.
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JSW Energy: Arm filed appeal before Supreme Court against an Appellate Tribunal order.
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Veranda Learning: Transferred its vocational segment to SNVA EduTech for a 50% stake.
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Ashiana Housing: Re-appointed Vishal Gupta as managing director for three years.
Stocks under ASM, ex-dates and regulatory updates
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ASM framework: Bil Vyapar, Globe Int, Karma Energy, Setco Automotive included in long-term ASM. Tata Investment, HVAX Tech, HP Telecom, Sharp Chucks, Giriraj Civil, Aaradhya Disposal included in short-term ASM.
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Ex-dates: 3i Infotech (rights issue), Chandra Prabhu International (bonus 1:2), Nazara Technologies (bonus 1:1 and stock split), PVV Infra (stock split), R M Drip (stock split), Seshachal Technologies (capital reduction).
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Circuit filter change: Emkay Global revised from 10% to 5%.
Waaree Energies, Carysil, Stovecraft in focus on tariff probes
Waaree Energies came under pressure after US Customs launched a probe into possible duty evasion on solar cells via its American arm. Separately, Carysil and Stovecraft are in focus after the US imposed a 50% tariff on all kitchen cabinets, bathroom vanities, and associated products.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as investment advice or a recommendation to buy, sell, or hold any stock. Stock market investments are subject to market risks. Readers are advised to conduct their own research or consult a qualified financial advisor before making any investment decisions.
