INDIA MARKET LENS

Markets news

Sensex and Nifty news from Indian share markets: the session, sector moves, institutional flows, commodities and the rupee.

Friday, 25 September 2026

Jefferies’ Chris Wood calls energy India’s best structural growth story; names Hitachi Energy as picks-and-shovels play

Christopher Wood, the global head of equity strategy at Jefferies, identifies India's energy sector as a promising arena for growth, driven by the shift toward renewable energy…

2 outletsEnergy Transition

Indian stock market: Jefferies' Chris Wood highlights one trigger that can fuel bull run; check his long-term portfolio

Indian stock market: In an exclusive conversation with The BroadView, the Head of Equity Research at Jefferies said that AI money is moving from the KOSPI and the Taiwan Index to…

Sensex, Nifty slipped into negative territory; European shares bounce back

The domestic equity barometers slipped below the flat line and traded in the red zone in afternoon trade, supported by value buying after the sharp decline in the previous…

Suzlon shares crash 30% in 3 months! Will it bounce back, or more pain ahead? Explained with support, resistance

Suzlon shares dropped over 1% amid reports of its focus on India’s wind repowering potential, estimated at 30 GW domestically. Vice Chairman Girish Tanti emphasized the need for…

Energy Transition

Asian Games 2026: Aishwary Pratap Singh Tomar, Niraj Kumar, Rudrankksh Patil Win Silver For India In Shooting

Aishwary Pratap Singh Tomar, Niraj Kumar and Rudrankksh Patil combined to win silver for India in the men's 50m rifle 3 positions team event.

Will NSE list on its own platform? Chairman Ashish Chauhan hints at very likely possibility

The National Stock Exchange's debut was characterized by a modest 0.8% premium on its initial public offering price. The Chairman underscored the necessity of adopting a long-term…

2 outlets

Ganpati Visarjan: Mumbai Metro Aqua Line Services To Operate Throughout Night

Mumbai Metro Aqua Line 3 will operate throughout the night on September 25 for Ganpati Visarjan. Traffic diversions, road closures and parking restrictions will also be in place…

Time for India to reconsider self-listing of exchanges, says NSE chairman

Self-listing is permitted in most major jurisdictions, although in India ​it is viewed as a ‌conflict of interest, Injeti said

Exhicon forms JV with India Exposition Mart for Mohali Convention & Exhibition Centre

Exhicon Events Media Solutions (Exhicon) has executed a Joint Venture Agreement (JVA) with India Exposition Mart (IEML) for its subsidiary, Exhicon Mohali Convention Centre…

Steamhouse India bags EPC contract worth Rs 311 crore in Himachal Pradesh

Steamhouse India said that the company has been awarded an EPC contract for common steam plant and co-generation power plant at Bulk Drug Park, Una, Himachal Pradesh.

Order Wins & Contracts

Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage

Jefferies’ Chris Wood expects the AI investment narrative to face a major reset, questioning whether Meta, Alphabet, Amazon and Microsoft can sustain $990 billion in projected…

2 outletsCapex & Expansion

Catalonia Deepens Its India Push As Minister Miquel Samper Rodriguez Visits, Expands Presence In New Delhi

Minister Miquel Samper's trip is focused on enhancing the existing 2.8 billion Euros worth of trade between India and Catalonia, along with close corporate links.

Sensex, Nifty trade near flat line; realty shares jump

Realty shares rebounded after declining in the previous trading session.

Specialty Gases Demand Expected To Grow Multifold, Says Waaree Clean Energy CEO Anuj Sharma

Anuj Sharma expects the demand for specialty gases to grow multifold as he believes semiconductor and solar cell manufacturing cannot scale in India without a reliable…

Energy Transition

Suzuki to halve vehicle development time by 2030, boost India capacity

Suzuki plans to halve new vehicle development time by 2030, raise manufacturing efficiency and expand India's role as a global production and export hub with 4 million annual…

Stock Market Live: Sensex Trades In Narrow Range, Nifty50 Near 23,100; M&M, Axis Bank Rise 2% Each, Meesho Slips 6%

In the previous session, the BSE Sensex crashed 1.67%, or 1,247.71 points, to 73,580.54, while the NSE Nifty50 ended at 23,063.10, down 383.70 points, or 1.64%.

AXISBANK

Retail investors raise stakes in 10 smallcaps; 3 turn multibaggers in 3 months

Retail investors increased holdings across 766 BSE smallcaps in June 2026. Several stocks subsequently delivered sharp gains, with Kabra Extrusiontechnik, Indo Rama Synthetics and…

2 outlets

Ola Electric shares fall 9% | What’s behind today’s sudden sell-off?

Ola Electric Mobility share price fell 9% on 25 September, ending a four-day gain. This drop followed news of an upcoming board meeting to consider raising funds through a rights…

Governance

On a healthy note! FPIs return to healthcare, pour ₹15,800 cr since July

In the first half of September, healthcare saw FPI inflows of ₹2,114 crore, the highest among all sectors, adding to the ₹5,931 crore and ₹7,755 crore buying seen in August and…

Institutional Flows

Embassy REIT raises ₹1,000 crore through debentures to refinance debt

Realty firm Embassy Office Parks REIT has raised Rs 1,000 crore through the issue of non-convertible debentures (NCDs) to a European bank. The amount would be used to refinance…

2 outlets

JK Cement’s timely capacity ramp-ups give it bandwidth to beat FY27 volume goals

JK Cement’s new Panna line-2 capacity, strong demand in north and central India and a rising green-power share could support FY27 volume growth, though higher capex and fuel costs…

Quarterly Results

Usha Martin sells optical fibre manufacturing business to R R Kabel for Rs 77 crore

Usha Martin (UML) said that the company's board has approved a proposal for the slump sale of the business undertaking of U M Cables, wholly owned subsidiary, to R R Kabel for a…

Transport Corp surges as board to mull buyback proposal

Transport Corporation of India zoomed 13.12% to Rs 942.95 after the company announced that its board will meet on 29 September 2026 to consider a proposal for buyback of fully…

Corporate Actions

Adani Power shares up over 30% in last 6 months - PL Capital sees a further 30% upside - Price target, rationale

Adani Power's shares have climbed over 30% in the past six months, with PL Capital predicting an additional 30% upside. The company aims to expand its capacity significantly by…

Quarterly Results

OFSS shares tumble 5% after Oracle sends 'force majeure' notice for data centre project. Are AI worries coming true?

Oracle Financial Services Software (OFSS) shares tumbled over 5% after parent company Oracle issued a force majeure notice regarding a massive New Mexico AI data centre project.…

2 outletsInfrastructure

Air India clears ₹17.74 crore payout for outgoing CEO Campbell Wilson

The payout comprises ₹15.24 crore in replacement shares due under the former CEO's long-term incentive plan for FY23-FY25, along with a ₹2.5 crore one-time reward approved for FY25

2 outlets

Double QIP action: Inox Green, Wheels India shares soar as fundraises kick off- Check floor price, discount, other info

Inox Green Energy and Wheels India shares rose following their QIP fundraise announcements. Inox aims to raise ₹300 crore with a share price floor of ₹174.36, while Wheels plans…

IPO & Listings

Stock Market Live: Sensex Rises 120 Points, Nifty50 Near 23,100; Whirlpool Rallies 9%, Ola Electric Tanks 9%

In the previous session, the BSE Sensex crashed 1.67%, or 1,247.71 points, to 73,580.54, while the NSE Nifty50 ended at 23,063.10, down 383.70 points, or 1.64%.

Lemon Tree Hotels acquires land parcel in Bandra (East)

To develop its 7th property in Mumbai

NSE SME Axiom Gas Engineering gets off to a flat start

Axiom Gas Engineering traded at Rs 54.10 on the NSE, up 0.19% from its issue price of Rs 54.