Fund House Recommendations

BofA on United Spirits: Maintain Buy; target price ₹1,630/share

MS on IndusInd Bank: Upgrade to Equal Weight; target price ₹785/share

JP Morgan on Pidilite: Maintain Overweight; target price ₹1,700/share

JP Morgan on VMM: Maintain Overweight; target price ₹158/share

JP Morgan on Marico: Maintain Overweight; target…[Read more]

Corporate & Economy News – 29 September 2025

Key Corporate Updates

Aurobindo Pharma – Will complete investment for 26% stake in Swarnaakshu by Dec 31; incorporated Curateq Biologics (Malta) as a wholly-owned subsidiary.

JK Paper – Acquired additional 20% stake (₹32.5 Cr) in Radhesham Wellpack, raising holding to 80%.

Lemon Tree Hotels – Appoi…[Read more]

VRIGHT Exchange – Daily Market Update

Date: 29 September 2025

Market Overview

• Indices: Nifty opened flat at 24,850, consolidating as investors weigh global trade and tariff cues.

• Sentiment: Mixed, with selective buying in IT and energy; profit-booking seen in FMCG and auto.

• Macro Pulse: Rupee steady at 88.74/USD; bond yields hovered…[Read more]

VRIGHT Exchange – Weekly Review & Preview

Period: 22–27 September 2025

Market Overview

Nifty: Consolidated near 24,900, with mixed sectoral performance.

F&O: Put-Call ratio fell to 0.68, indicating mild bearish sentiment.

Global Cues: Weakness in US indices (Dow -173.96, Nasdaq -113.51) pressured domestic futures; crude marginally up at $65…[Read more]

Virtual IPO Meet | Logistics Limited

Date: Monday, 29th Sept, 2025
Time: 04:30 PM

YouTube link:

Lead Manager: Nirbhay Capital Services Private Limited

RHP Link :
https://tinyurl.com/4n99zse4

Virtual IPO Meet | B.A.G. Convergence Limited

Date: 29th September, 2025
Time: 2:00 PM

YouTube link:

Book Running Lead Manager:
Inventure Merchant Banker Services Private Limited

RHP link:
https://bagconvergence.in/bag-convergence/pdf/B.A.G.ConvergenceLimited-RHP.pdf

Virtual IPO Meet | Om Metallogic Limited

Date: Monday, 29th September, 2025
Time: 02:00 PM

Lead Manager to the Issue:
CORPORATE MAKERS CAPITAL LIMITED

Listing On: BSE SME

IPO Opening on: Monday, 29th September, 2025
IPO Closing on: Wednesday, 1st October, 2025

YouTube Link :

IPO CONFERENCE | WEWORK INDIA MANAGEMENT LIMITED

Day / Date: Monday, September 29, 2025
Time: 05.45 P.M. Onwards
Venue: Ballroom Hall, Hotel Taj Mahal Palace, Colaba , Mumbai

Management Details:
(1) Mr. Karan Virwani, Managing Director and Chief Executive Officer
(2) Mr. Clifford Lobo, Chief Financial Officer
(3) Mr. Vinayak Parameswaran,…[Read more]

IPO MEET | TATA CAPITAL LIMITED

Purpose : Analyst and Brokers’ Meet to announce the company’s forthcoming Initial Public Offering.

Day / Date: Monday, September 29, 2025
Time: 03.45 P.M. Onwards

Venue: Crystal Room, The Taj Mahal Palace, Colaba Mumbai

Management Details:
(1) Mr. Saurabh Agrawal, Chairman And Non-Executive Director
(2) M…[Read more]

18 Midcaps & Smallcaps Stocks whose Order Books is Higher than Market Cap!

(1)NCC Ltd
Order Book – 55,548 CR
Market Cap – 13,599 CR

(2)J Kumar Infraprojects Ltd
Order Book – 19,820CR
Market Cap – 4,902 CR

(3)G R Infraprojects Ltd
Order Book – 19,180CR
Market Cap – 12,747CR

(4)H.G. Infra Engineering Ltd
Order Book – 15,080CR
Market Cap -…[Read more]

Fund Houses – Key Recommendations

JP Morgan – Aegis Logistics: Maintain Buy, Target: Rs 895/sh

UBS – APL Apollo: Maintain Buy, Target: Rs 2000/sh

Nomura – HAL: Maintain Buy, Target: Rs 6100/sh
MOSL – HAL: Maintain Buy, Target: Rs 5800/sh

Nomura – Titan: Initiate Buy, Target: Rs 4275/sh

Nuvama – Capri Global: Maintain Reduce, Target: Rs 22…[Read more]

Stocks to Watch – Key Corporate Developments

RITES
Secured a $18 million Letter of Award from Talis Logistics, South Africa, for supplying and commissioning overhauled Cape gauge ALCO diesel-electric locomotives.

Ceigall India (CIL–JSPPPL JV)
Awarded Rs 509.2 crore project by GMADA for constructing internal roads in Aerotropolis, SAS Nagar. Cei…[Read more]

Market Update — 26 September 2025

Market snapshot

• Benchmarks: Indian indices extended weakness — Sensex slipped ~555 pts and Nifty closed ~24,890.

• Driver: Persistent FPI selling and U.S. policy headlines (H-1B visa fee hikes + tariff moves) weighed on sentiment.

• FX: Rupee remained under pressure around the high-88s to the dollar on…[Read more]

Market Update — 26 September 2025

Market snapshot

• Benchmarks: Indian indices extended weakness — Sensex slipped ~555 pts and Nifty closed ~24,890.

• Driver: Persistent FPI selling and U.S. policy headlines (H-1B visa fee hikes + tariff moves) weighed on sentiment.

• FX: Rupee remained under pressure around the high-88s to the dollar on…[Read more]