*Stocks in News*
*Pace Digitek:* Company received LoA worth Rs 488 cr from NTPC GE Power Services (Positive)
*GK Energy:* Company gets LoA for 150 MW / 300 MWh BESS Project in Maharashtra. (Positive)
*NTPC Green:* Declares 6.3 MW Vanki and 50.4 MW Jamjodhpur wind projects operational, adding 56.7 MW of wind capacity and taking its total capacity to 10,977.23 MW (Positive)
*Precision Wires:* Company received Consolidated Consent and Authorization from Gujarat Pollution Control Board for Zaroli Plant. (Positive)
*Page Industries:* Dubai Court has dismissed the claim filed against the company by Yellow Flower Trading. (Positive)
*Premier Energies:* Company has increased its solar cell manufacturing capacity to 10.6 GW after commissioning a 7 GW project in Andhra Pradesh. (Positive)
*ONGC:* Strikes Gas In Mahanadi Deepwater Under Samundra Manthan (Positive)
*Transrail Lighting:* Increases Conductor manufacturing capacity by 70% (Positive)
*Waaree Energies:* Gets order for supply of 2 GW solar modules. (Positive)
*PI Industries:* Company secures registration of insecticide (Positive)
*L&T/KEC:* Trump to propose $5B fund to rebuild Middle East energy infrastructure (Positive)
*Shree Rama Multi-Tech:* Begins Production with New Tubing Machine, Increases Monthly Tube Output. (Positive)
*Parag Milk:* Company to scale up Paneer capacity 4x to 80 MT/Day (Positive)
*Lumino:* Revenue at Rs 521 crore versus Rs 437 crore, Net profit at Rs 40.2 crore versus Rs 29.9 crore YoY. (Positive)
*Electronics Mart:* Commenced operations of a 4,500 sq ft Bajaj Electronics store in Anakapalli, Andhra Pradesh, on September 21, 2026 (Positive)
*Uflex:* Granted patent by Patent Office, Government of India, for invention ‘High-Speed Twin Aseptic Pack Packaging Machine for Liquid Products’ for 20 years (Positive)
*Cupid:* Promoter Aditya Kumar Halwasiya acquired 41 lakh Cupid shares on September 21, 2026; holding rose to 47.18% (Positive)
*Glass Wall Systems:* Irage Broking Services bought 1.84 lakh shares at Rs 283.87 per share (Positive)
*Aarti Pharmalabs:* Unifi Capital bought 9.15 lakh shares at Rs 820 per share (Positive)
*Dilip Buildcon:* Company executes Stake Sale in Under-Construction Solar Portfolio to Alpha Alternatives at EV Of ₹6,829 Cr (Positive)
*Lenskart:* Platinum Jasmine A 2018 Trust sold 3.50 crore shares at Rs 683.02/share (Neutral)
*J&K Bank:* Signs escrow agreement for sale of 0.5% PNB MetLife stake for ₹120 crore (Neutral)
*PineLabs:* Block Deal: Mastercard Asia likely to sell 4.3% stake at ₹179.50 per share (Neutral)
*Lloyds Metals:* Company approves ₹1,550 crore NCDs, ₹190 crore DRI capacity expansion in Maharashtra (Neutral)
*Thyrocare:* Company to sell entire stake in Nueclear Healthcare for ₹141.4 Cr (Neutral)
*Natco Pharma:* Company gets in-principle NSE and BSE approval for its ₹1,300 crore rights issue, approved by the board on September 9 (Neutral)
*Wheels India:* Company to allot 12.3 Lk Shares via Pref Issue for ₹180 Cr (Neutral)
*AGI Infra:* Company to Consider Fund Raise Via QIP On Sept 25, 2026. (Neutral)
*Samvardhan Motherson:* To Acquire 50.1% Stake in Rotary Connectors (Neutral)
*Vishal Mega Mart:* Company AGM approves re-appointment of Ms. Neha Bansal as non-executive independent director for one year (Neutral)
*Anupam Rasayan:* To Issue 16,000 Secured NCDs Worth ₹160 Cr on Private Placement Basis. (Neutral)
*IOC:* Approves Rs 2,448.70 Crore Gas Pipeline Project. (Neutral)
*Garden Reach Shipbuilders:* Company has approved Rs 2,896 crore capital outlay for a Greenfield shipyard at Raichak to expand naval and commercial shipbuilding capacity. (Neutral)
*Aarti Industries:* Renewable energy mix expected to reach 70% by end of FY27. (Neutral)
*Hindustan Copper:* Plans capital investment of over Rs 7,000 crore over the next 5-6 years (Neutral)
*OFSS:* Clarifies it has no knowledge of developments related to Oracle’s reported data centre debt issues (Neutral)
*Allcargo Global:* LCL volumes down 7% YoY and 2% MoM amid rationalisation of loss-making trade lanes (Neutral)
*Mindspace:* Chandru Lachmandas Raheja sold 99.01 lakh shares at Rs 505/share (Neutral)
List of stocks included in the Short term ASM Framework: Bhageria Industries, Glass Wall Systems, GMM Pfaudler, HLE Glascoat. (Neutral)
List of stocks excluded from ASM Framework: Astec Life, Lalithaa Jewellery, Novartis India. (Neutral)
*Augmont Ent:* Gold volume growth of 5.5%, Silver volumes down by more than 54%. (Negative)
*Symbiotec:* Revenue at Rs 218 crore versus Rs 203 crore, Net profit at Rs 14 crore versus Rs 30 crore YoY. (Negative)
*Patanjali Foods:* Food safety authority prohibits sale of one Sunrich sunflower oil batch in Thiruvananthapuram for excess TBHQ. (Negative)
𝗦𝗧𝗢𝗖𝗞𝗦 𝗧𝗢 𝗪𝗔𝗧𝗖𝗛 📊 | 𝟮𝟮 𝗦𝗘𝗣 𝟮𝟬𝟮𝟲
𝗣𝗢𝗦𝗜𝗧𝗜𝗩𝗘 🟢
– L&T, KEC — Trump proposes $5B Middle East energy fund
– ONGC — Strikes gas in Mahanadi deepwater
– Parag Milk — Paneer capacity 4x to 80 MT/day
– PI Industries — Secures insecticide registration
– Lumino Industries — PAT rises 30% YoY
– Lloyds Metals — To raise ₹1,550 Cr via NCDs
– Waaree Energies — Gets 2 GW solar module order
– Pace Digitek — ₹488 Cr LoA from NTPC GE Power
– Aarti Pharmalabs — Unifi Capital buys 9.15L shares
– Speciality Restaurants, Cupid, Greenpanel — Promoter buying
𝗡𝗘𝗚𝗔𝗧𝗜𝗩𝗘 🔴
– Symbiotec Pharma, Augmont — Weak Q1
– Pine Labs — Block deal
𝗢𝗧𝗛𝗘𝗥 𝗦𝗧𝗢𝗖𝗞𝗦 𝗧𝗢 𝗪𝗔𝗧𝗖𝗛 👀
𝗣𝗢𝗦𝗜𝗧𝗜𝗩𝗘 🟢
– Neogen Chemicals — ₹600 Cr QIP gets strong demand
– Uflex — Patent win
– Share India Securities — ₹200 Cr warrant issue approved
– GRSE — Greenfield shipyard planned at Raichak
– Transrail Lighting — Conductor capacity up 70%
– Hindustan Copper — ₹7,000 Cr capex over 5–6 years
– Wheels India — ₹180 Cr preferential issue
– Newgen Software — Qatar order win
– Ind-Swift Labs — Essix Biosciences acquired 70L warrants
– J&K Bank — Developments in monetization
– Anupam Rasayan — 360 ONE PIPE FUND buys 9L shares
𝗡𝗘𝗚𝗔𝗧𝗜𝗩𝗘 🔴
– Allcargo Global — Weak operational update
𝗦𝗘𝗖𝗧𝗢𝗥𝗦 𝗧𝗢 𝗪𝗔𝗧𝗖𝗛 🔥
𝗢𝗜𝗟 & 𝗚𝗔𝗦 / 𝗢𝗙𝗙𝗦𝗛𝗢𝗥𝗘
– Deep Industries, HOEC, Dolphin Offshore
– Jindal Drilling, Antelopus, Seamec
– ONGC strikes gas in Mahanadi deepwater
𝗠𝗜𝗗𝗗𝗟𝗘 𝗘𝗔𝗦𝗧 𝗘𝗡𝗘𝗥𝗚𝗬 𝗜𝗡𝗙𝗥𝗔
– L&T, KEC, DEE, Anup Engineering
– Steel/DI Pipe exporters
– Cryogenic companies, Engineers India
– Potential $5B Middle East infrastructure fund
𝗗𝗔𝗜𝗥𝗬 🥛
– Parag Milk scaling paneer capacity
– Capacity to rise 4x to 80 MT/day
– Dairy stocks could remain in focus
𝗣𝗛𝗔𝗥𝗠𝗔 / 𝗛𝗘𝗔𝗟𝗧𝗛𝗖𝗔𝗥𝗘 💊
– Symbiotec Pharma, Augmont — Weak Q1
– Lumino Industries — Inline Q1
– Aarti Pharmalabs — Institutional buying
𝗠𝗜𝗡𝗜𝗡𝗚 / 𝗠𝗘𝗧𝗔𝗟𝗦
– Hindustan Copper — ₹7,000 Cr capex
– 5–6 year expansion roadmap
𝗥𝗘𝗡𝗘𝗪𝗔𝗕𝗟𝗘 / 𝗣𝗢𝗪𝗘𝗥 ☀️
– Pace Digitek — ₹488 Cr order
– Waaree Energies — 2 GW module order
𝗣𝗥𝗢𝗠𝗢𝗧𝗘𝗥 / 𝗜𝗡𝗦𝗜𝗗𝗘𝗥 𝗔𝗖𝗧𝗜𝗩𝗜𝗧𝗬
– Aarti Pharmalabs — Unifi Capital buying
– Speciality Restaurants — Promoter buying
– Cupid — Promoter buying
– Greenpanel — Promoter buying
𝗞𝗘𝗬 𝗧𝗔𝗞𝗘𝗔𝗪𝗔𝗬 🎯
Middle East energy infrastructure, Mahanadi gas discovery, renewable orders, copper capex, dairy expansion and promoter/institutional buying are key themes to track today.
Other Stocks To Watch
POSITIVE
Neogen Chemicals-Rs 600cr QIP gets strong demand
Uflex-Patent win
Share India Securities- Board approved up to Rs 200 crore warrant issue
GRSE-To construct greenfield shipyard at Raichak
Transrail Lighting-Increases Conductor manufacturing capacity by 70%
Hindustan Copper-Rs 7000cr capex for next 5-6 years
Wheels India-Rs 180cr pref issue
Newgen Software-Qatar order win
Ind-Swift Labs-Essix Biosciences acquired 70 lakh warrants
J&K Bank-Developments in monetization
Anupam Rasayan- 360 ONE PIPE FUND bought 9lakh shares
NEGATIVE
Allcargo Global-Weak operational update
STOCKS TO WATCH
POSITIVE
L&T, KEC- Trump to propose $5B fund to rebuild Middle East energy infras
ONGC- Strikes gas In Mahanadi deepwater
Parag Milk- To scale up Paneer capacity 4x to 80 MT/Day
PI Industries-Secures registration of insecticide
Lumino Industries-PAT up 30% YoY
Lloyds Metals-To raise Rs 1550cr via NCDs
Waaree Energies-Gets order for supply of 2 GW solar modules
Pace Digitek-LoA worth Rs 488cr from NTPC GE Power Services
Aarti Pharmlabs-Unifi Capital brought 9.15lk shares
Speciality Restaurants, Cupid, Greenpanel-Promoter buying
NEGATIVE
Symbiotec Pharma, Augmont-Weak Q1
Pine Labs-Block deal
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