VRIGHT Exchange – Daily Digest | Sector-wise Update for Thursday, September 5, 2025

Economy & Macro
• Bank holiday tweak (Maharashtra): RBI notified that the Sept 5 holiday is cancelled; Sept 8 declared a public holiday under NI Act. Useful for payments, markets ops.

• Macro setup remains supportive: prior prints show CPI sliding below 2% in July, while consensus holds FY26 real GDP ~6.5%.

Equity Markets
• Opening bias positive: Sensex ~80,996 (+0.3%) / Nifty ~24,807 (+0.3%) in early trade, mirroring Asia. Watch GST-beneficiaries and insurance on product-tax reset.

• Broking desks flag day trades in large caps and select midcaps (e.g., ports, industrials) amid thematic flows.
Global Cues

• Oil eases for a 3rd session as traders await the OPEC+ weekend meeting; gold heads for best week in 3 months with US NFP due tonight (IST). Risk tone constructive into data. US–India trade overhang: continuation of headline risk around US tariff actions on Indian exports—key for textiles, gems & jewellery.

Regulatory & Policy
• SEBI issues intraday position limits framework for index options (effective Oct 1): ₹5,000 cr net and ₹10,000 cr gross per entity; exchanges to take random intraday snapshots incl. near close. Position sizing and hedging practices may need tuning.

• RBI press room active on supervisory actions (co-op banks), though no policy surprises today.

Corporate
• Tokyo Electron to open a new development site in Bengaluru, Karnataka, underscoring India’s rising role in semi equipment R&D.

• Urban Company sets IPO window for Sept 10, looking to raise ~₹1,900 crore

• HDFC Life preps for the revised GST structure across products from Sept 22, with street focus on pricing and profitability impact.

• IndiGo / InterGlobe Aviation stays in newsflow amid ongoing promoter stake monetisation; Gangwal family’s multi-year exit continues to be tracked.

• Reliance Industries: Reliance Retail will pass on the benefits of lower GST rates directly to consumers.

• Varun Beverages: Incorporated a joint venture, White Peak Refrigeration Pvt. Ltd., in India to manufacture visi-coolers and refrigeration equipment.

• JB Chemicals: Torrent Pharma to acquire a 26% stake for ₹6,843 crore at ₹1,639.18 per share.

• Bharat Forge: Subsidiary acquired a 949.65-acre plot in Andhra Pradesh to set up a defense energetics manufacturing complex.

• Trent: Formed a wholly owned subsidiary to invest in and manage real estate projects including acquisition, development, leasing, and sales.

• Karur Vysya Bank: To open three new branches on September 8 in Madurai, Coimbatore, and Visakhapatnam. The bank also cut MCLR across all tenures effective September 7.

• Biocon: Received a USFDA Form 483 with five observations after inspection at its Bengaluru facility.

• HDFC Life Insurance: Expects GST reforms to spur demand, boost value of new business, and have less than 0.5% impact on embedded value.

• UTI AMC: Appointed Vetri Subramaniam as Managing Director & CEO.

• Travel Food Services: Signed a lounge services agreement with Dreamfolks Services.

• Zydus Lifesciences: Subsidiary Zydus Lifesciences Global FZE entered an exclusive licensing and supply pact with Synthon BV (Netherlands) for Ozanimod capsules, a generic version of Zeposia, for the US market. Zydus will handle commercialization.

• NHPC: Ministry of Power appointed Bhupender Gupta as CMD for five years, effective September 4. Sanjay Kumar Singh ceases additional CMD charge.

• Zota Healthcare: Board approved fundraising of up to ₹500 crore via QIP or other permissible routes.

• NTPC: Permanently discontinued operations at NTPC Tanda Thermal Power Station Stage-I (4×110 MW), reducing installed capacity to 82,926 MW.

• Solarium Green Energy: Won rooftop solar project orders worth ₹8.22 crore from NTPC Vidyut Vyapar Nigam for DRDO facilities in Chennai, Visakhapatnam, and Chandipur.

• Indo Tech Transformers: Secured an order worth ₹78.39 crore from Avaada Clean Project to supply nine 125 MVA transformers.

#VRIGHTExchange #MarketUpdates #CorporateNews #EconomyWatch #GlobalCues #DailyDigest #EquityInsights #InvestorUpdates #CorporateMoves #MarketPulse #SectorWatch
#InvestorEngagement #VRightExchange #Nifty #Nifty50 #BankNifty #StockMarket #StocksToWatch #StocksToTrade