Stocks in News – October 1, 2025

Positives

Suryoday SFB: Received full ₹314 Cr claim from National Credit Guarantee Trustee Company.

Sri Lotus: Launched two projects with GDVs of ₹700 Cr & ₹300 Cr.

HUDCO: Sanctioned ₹92,710 Cr and disbursed ₹25,839 Cr H1 loans; Q2 disbursement up 43.6% YoY.

RITES: Signed pact with Etihad Rail to deepen collaboration.

Time Technoplast: Received BIS license to manufacture PE pipes for gas distribution.

KNR Constructions: Won ₹72.8 Cr order from GHMC.

KP Energy: KPI Green Hydrogen & Ammonia signed MoU with South Korea’s Jeonbuk Province for global hydrogen projects.

PTC Industries: Expanded aerospace & IGT capabilities with strategic tech upgrades.

Pricol: Partnered with BOE Varitronix for localized vehicle display tech.

Swan Defence: Partnered with Samsung Heavy Industries for next-gen shipbuilding.

Allied Blenders: Commissioned high-tech PET bottle plant in Telangana.

TVS Supply Chain: Expanded with Iowa facility; eyes $500M US revenue.

AGI Infra: Secured ₹325 Cr housing project.

PFC: Formed new subsidiary for power transmission.

YOGI Ltd: Secured ₹50.8 Cr industrial components order.

Cantabil Retail: Added 11 new stores in Sept; total count 632.

Atlantaa: Bagged ₹2,485 Cr Maharashtra expressway project.

RCF: NCLT approved resolution plan for FACT-RCF JV.

SJVN: Achieved 629.9 MW milestone at Bikaner Solar project.

Dalmia Bharat Sugar: HC quashed ₹120 Cr surface rights demand.

Lupin: Got US FDA approval for pediatric clot treatment drug.

Panache Digilife: PM Consultancy bought 1.3 Lakh shares at ₹396.

Pfizer (US Parent): Secured 3-year reprieve from US import tariffs.

Neutrals

Zydus Lifesciences: Extended API business acquisition deadline to Dec ’25.

ICICI Bank: Received ₹216 Cr GST show cause notice.

Jost’s Engg.: Won ₹3.6 Cr order from Google IT Services India.

Subex: Extended APAC deal worth $5.6M.

Swan Corp: SEBI penalised exec for insider trading.

Bharti Airtel: Appointed Shashwat Mehra as Independent Director.

Newgen Software: Qatar court ordered ₹12.65 Cr payment.

Tata Motors: Incorporated TML CV Holdings BV in Netherlands; ₹120 Cr investment.

Sastasundar: Subsidiary approved ₹100 Cr buyback.

Ola Electric: Arm raising ₹878 Cr via OCRPS issue.

LG Bros: Reported malware incident; operations secure.

Adani Total Gas: CFO Parag Parikh resigned.

BHEL: Received ₹65.7 Cr GST show cause notice.

REC: Incorporated two new transmission subsidiaries.

GIC Re: CMD Ramaswamy Narayanan retired.

PB Fintech: Reappointed Yashish Dahiya & Alok Bansal.

UPL: Completed post-harvest biz acquisition via Advanta Mauritius.

Fusion Finance: Sanjay Garyali appointed MD & CEO.

Aviation Stocks: Jet fuel hiked by ₹3,052/kl to ₹93,766/kl.

Circuit Filters: Dev Accelerator (5%→20%), Bharat Gears (20%→5%).

Corporate Actions:

GEE (Bonus 1:1, ex-date Fri)

Paushak (Bonus 3:1 + stock split ₹10→₹5, ex-date Fri)

Shilpa Medicare (Bonus 1:1, ex-date Fri)

Sumeet Ind (Stock split ₹10→₹2, ex-date Fri)

Glenmark Pharma (Interim div. ₹2.5, ex-date Fri)

UH Zaveri (Rights issue, ex-date Fri)

Negatives

NIACL: ₹2,379 Cr GST demand from CGST; to contest.

SKF India: MD & CFO resigned.

Arvind Fashions: MD & CEO Shailesh Chaturvedi resigned.

Stocks to Watch

IOB: RBI fined ₹31.8 Lakh for PSL norm non-compliance.

Lupin: FDA nod for pediatric clot treatment suspension.

Oil India & GAIL: MoU to strengthen gas value chain.

ICICI Lombard: ₹1,901 Cr GST demand + penalty confirmed.

RITES: MoU with Etihad Rail for UAE collaboration.

Atlantaa: IRCON subcontract for ₹2,485 Cr expressway project.

LG Balakrishnan & Bros: Reported malware attack; no ops impact.

Pharma Sector: 100% US tariffs on imports effective today.

Man Industries: SEBI barred promoters; company clarifies no ops impact.

Reliance Infra: ED probe clarification; no biz impact.

APL Apollo: CRISIL rating upgraded to AA+.

Nestle India: MoU with MoFPI for ₹2–3 yr investment push.

Insider Trades

Bajaj Finance: Bajaj Allianz bought 1.53 Lakh shares (₹15.1 Cr), stake now 0.01%.

Trading Tweaks

Anchor lock-in expiry: Vikran Engg (5%), Krystal Services (21%).

Short-Term ASM Stage I: Banaras Beads, Esconet Tech, Taurian MPS, Sp Refractories, Uravi Defence.

F&O Snapshot

Nifty Oct Futures: -0.09%, premium 167 pts; OI ↑22%.

Options (7 Oct Expiry): Max Call OI 25,000; Max Put OI 24,600.

PCR: Rose to 0.91 (from 0.71) → signals strengthening bullish sentiment.

Ban List: Sammaan Capital.