Page 30 - S&p Bse Sensex
JM Financial downgrades defence, industrials; turns bullish on consumption
JM Financial also turned underweight on banks, NBFCs and insurance as disbursement growth is likely to remain weak in FY26
 "JM Financial downgrades defence, industrials; turns bullish on consumption")
PNC Infratech shares rise 4% on securing ₹297 crore tender; details here
PNC Infratech shares rose 4 per cent after it secured a ₹297 crore tender for the development of Lal Bahadur Shastri International Airport, Varanasi
 "PNC Infratech shares rise 4% on securing ₹297 crore tender; details here")
Quadrant Future shares gain 4% on ₹129-cr order win; stock up 26% in 3 days
Quadrant Future shares rose 4 per cent after it received a ₹129 crore order from RailTel Corp for the Kavach system
 "Quadrant Future shares gain 4% on ₹129-cr order win; stock up 26% in 3 days")
Tariffs not a trigger point to exit equities: Equirus Asset's Sahil Shah
FII inflows will return once India's earnings growth shifts back to double digits, most likely in H2FY26, says Sahil Shah, CIO and fund manager of Equirus Asset Management
 "Tariffs not a trigger point to exit equities: Equirus Asset's Sahil Shah")
HSBC flags 5 positives, 4 risks for Indian equities amid market uncertainty
Indian equities have trailed their EM peers by over 24 percentage points since mid-September 2024, primarily because of earnings weakness
 "HSBC flags 5 positives, 4 risks for Indian equities amid market uncertainty")
MOFSL reiterates 'Buy' on ICICI Bank; what's driving its bullish outlook?
ICICI Bank has sustained healthy loan growth of ~15 per cent CAGR over FY23-25, outpacing system growth, driven primarily by retail and business banking.
 "MOFSL reiterates 'Buy' on ICICI Bank; what's driving its bullish outlook?")
Stocks to Watch today: TCS, Adani Power, JSW Cement, BHEL, PNC Infratech
Stocks to Watch today: TCS, Adani Power, JSW Cement, PNC Infratech, DCM Shriram, Aarti Industries and BHEL are among the stocks to watch today, September 03, 2025
 "Stocks to Watch today: TCS, Adani Power, JSW Cement, BHEL, PNC Infratech")
Ceat shares rise 4% after Camso acquisition with $171 mn investment
Ceat shares jumped 4 per cent it acquired Michelin Group's Camso Construction Compact Line business, which includes two plants in Sri Lanka
 "Ceat shares rise 4% after Camso acquisition with $171 mn investment")
Stock market close highlights: Sensex down 207pts, Nifty at 24,580; Financial, Pharma top drags
Stock market close highlights, September 2: The BSE Sensex dropped 752.64 pts from its intraday high of 80,761.14 to touch a low of 80,008.50, before settling 206.61 pts, or 0.26% lower at 80,157.88.
 "Stock market close highlights: Sensex down 207pts, Nifty at 24,580; Financial, Pharma top drags")
₹25-cr deal lifts Refex Industries share price 3% today; top details here
Refex Industries share price rose after the company secured an order with ₹25 crore from the Andhra Pradesh Power Development Company.
 "₹25-cr deal lifts Refex Industries share price 3% today; top details here")
Stocks to Watch today: Ceat, BEL, United Breweries, UPL, IGL, NMDC
Stocks to Watch today: Ceat, BEL, United Breweries, UPL, Indraprastha Gas, NMDC, and NTPC Green are among the stocks to watch today, September 02, 2025
 "Stocks to Watch today: Ceat, BEL, United Breweries, UPL, IGL, NMDC")
Syrma SGS shares gain 3% on forming JV with Italy's Elemaster; details here
Syrma SGS Technology shares rose after it signed a JV with Italy's Elemaster S.p.A Tecnologie Elettroniche
 "Syrma SGS shares gain 3% on forming JV with Italy's Elemaster; details here")
Kotak Securities suggests betting on these two stocks today; details inside
Performance of Aegis Logistics was marginally below our expectation on volume and profitability front in Q1FY26.
 "Kotak Securities suggests betting on these two stocks today; details inside")
Stock market highlights: Sensex ends 555pts up, Nifty at 24,625; SMIDs, Auto, Consumer Durables gain
Stock market close highlights on Monday, September 1, 2025: the BSE Sensex settled 554.84pts or 0.70% higher at 80,364.49 levels, while Nifty50 ended 198.20 pts or 0.81% higher at 24,625.05 levels.
 "Stock market highlights: Sensex ends 555pts up, Nifty at 24,625; SMIDs, Auto, Consumer Durables gain")
Apollo Micro shares hit record on contract wins; stock rallies 130% in 2025
Apollo Micro Systems shares hit a record high, surging nearly 5 per cent on Monday after securing two DRDO contracts
Bajaj Auto shares rise 3% on reporting Aug auto sales data; check details
Bajaj Auto shares rose 3 per cent on Monday and logged an intra-day high at ₹8,855 per share on BSE, on reporting August auto sales data
 "Bajaj Auto shares rise 3% on reporting Aug auto sales data; check details")
Zydus Wellness shares gain 9% post first overseas acquisition; details here
Zydus Wellness shares rose 4 per cent after its subsidiary acquired the UK-based Comfort Click Ltd. (CCL) for GBP 239 million
Torrent Power jumps 7% on ₹22,000-cr investment in largest power project
Torrent Power shares rose 7 per cent after it secured a LoA to set up a coal-based thermal power project in Madhya Pradesh for ₹22,000 crore
 "Torrent Power jumps 7% on ₹22,000-cr investment in largest power project")
MOFSL sees upto 46% upside in this renewable energy stock; reiterates 'Buy'
Suzlon Energy is also preparing to enter overseas markets, with exports to the Middle East and Europe expected to begin by FY27.
 "MOFSL sees upto 46% upside in this renewable energy stock; reiterates 'Buy'")
Jio IPO, New Energy, AI focus: Brokerages decode RIL AGM and stock strategy
Reliance Industries got its 'Buy' call retained from most analysts, with a target price going as high as 27 per cent.
 "Jio IPO, New Energy, AI focus: Brokerages decode RIL AGM and stock strategy")