RUPIE TIMESPRE-MARKET
📈 VOICE OF THE MARKET · NO NOISE ONLY WISDOM
STOCK WISE NEWS · INSIGHTS
🌏 GIFT NIFTY & ASIAN CHECK
GIFT NIFTY 23,340 ▼ 54.60 pts — points to a weaker opening for Indian equities. Most Asian markets advanced after Nasdaq 100 record close & falling oil.
ASIA Nikkei +1.38%, KOSPI +1.15%, ASX +0.24%, Shanghai flat.
🛢️ COMMODITY CHECK
Brent slips toward $98/bbl, sixth straight loss, down >9% in 6 days. WTI below $90. Longest losing streak since Aug 2025 on supply recovery & US-Iran diplomacy.
📊 MARKET RECAP
INDIA (Tue): Sensex 74,529.08 ▼ 0.44%, Nifty 23,329 ▼ 0.36%. IT, healthcare, banking drag; F&O expiry.
US (Tue): Nasdaq +0.45% at 27,244.28 · S&P 500 little changed · Dow -0.36% at 51,863.69. Early gains faded.
📌 STOCK WISE NEWS · BRIEF & EASY
Arvind SmartSpaces
Bookings over ₹500 Cr in Bengaluru project within 30 days of launch. Project acquired Feb 2026; topline potential ₹860 Cr.
Rupie Times Insight:Strong demand & quick sales — signals robust real estate momentum.
Coforge
Expands AgenticOps capabilities for enterprises.
Rupie Times Insight:AI-driven operations push — may boost enterprise deals.
Aditya Infotech
QIP opens; floor price ₹3,648.43/share. May offer up to 5% discount.
Rupie Times Insight:Fund raise for growth; watch pricing & demand.
Dhanuka Agritech
Launches POLIN fungicide with Nippon Soda. Novel DHODHI mode (FRAC 52) targets leaf & neck blast.
Rupie Times Insight:New product adds to agri portfolio, revenue visibility.
Veranda Learning
Promoters pledge shares for ₹111 Cr personal borrowing. Authum holds 10.8% stake.
Rupie Times Insight:Pledging may raise governance concerns; monitor.
NHPC
MCA to hear amalgamation with arm Jalpower Corp on Sept 28, 2026.
Rupie Times Insight:Restructuring step — likely synergy benefits.
Cupid
FY27 revenue guidance ₹725–750 Cr, PAT ₹210–225 Cr. FY28 rev ₹1,085 Cr, FY29 ₹1,500 Cr. Distribution expansion targets ₹150 Cr.
Rupie Times Insight:Aggressive growth targets; execution key.
Embassy Developments
Allots NCDs worth ₹105 Cr out of ₹160 Cr total issue.
Rupie Times Insight:Debt raise for refinance/expansion.
Punjab & Sind Bank
Bank strike notice for Sept 28–30; branch ops may be hit.
Rupie Times Insight:Short-term operational disruption possible.
Aarti Pharmalabs
Targets 15–18% revenue & EBITDA CAGR over 3–4 yrs. FY26 capex ₹400 Cr; FY27 similar. R&D in peptides & oligonucleotides. Atali Block 2 groundbreaking in Q3FY27.
Rupie Times Insight:Focus on high-margin CDMO segments.
Shoppers Stop
Total department stores 117 as of Aug 31.
Rupie Times Insight:Steady retail footprint; watch footfalls.
IRB Infrastructure
Board approves monetisation of non-core assets. To develop ~350 acres in Pune via AIIPL, redevelop ~3,500 sq m Mumbai land.
Rupie Times Insight:Unlocking value from land bank.
NATCO Pharma
Board meets Sept 25 to consider rights issue up to ₹1,300 Cr.
Rupie Times Insight:Funding for future growth; watch terms.
Spectrum Electrical
Signs MoU with Maharashtra govt for ITI infrastructure under PPP.
Rupie Times Insight:Government order boost for electricals.
Persistent Systems
Arm acquires 61.15% additional stake in Nagarro SE; now holds 83.25%. Intends to delist from Frankfurt.
Rupie Times Insight:Major consolidation step; global scale up.
TruAlt Bioenergy
Approves additional investment ₹21.4 Cr in Leafiniti Bioenergy and ₹8.26 Cr in TruAlt Sumi Gas.
Rupie Times Insight:Expanding bioenergy footprint.
JSW Dulux
Record date Oct 22 for stock split 1:10.
Rupie Times Insight:Liquidity boost; retail friendly.
Avenue Supermarts
Opens new store in Maharashtra; total stores 513.
Rupie Times Insight:Consistent store addition drives growth.
Mufin Green Finance
Gets final listing nod from Global Securities Market, IFSC for bonds.
Rupie Times Insight:Global listing enhances visibility.
Vishnu Chemicals
Winding-up of Vishnu International Trading FZE delayed; completion in ~6 months.
Rupie Times Insight:Procedural delay, no major impact.
360 ONE WAM
Appoints Aashish Agarwal as CEO from Feb 15, 2027. Karan Bhagat MD till Jul 26, 2030.
Rupie Times Insight:Leadership transition planned ahead.
TeamLease Services
Completes exit from Crystal HR & Security; 30% stake divested for ₹10.12 Cr.
Rupie Times Insight:Focus on core staffing business.
Mahindra & Mahindra
Dr Anish Shah sold 76,357 shares on Sept 22, 2026 for ESOP tax funding.
Rupie Times Insight:Routine ESOP-related sale, not a red flag.
Sapphire Foods
GST show-cause notice of ₹516.84 Cr (TN SGST) for Apr 2023–Mar 2024; another ₹21.47 Cr for FY23.
Rupie Times Insight:Tax dispute overhang; monitor developments.
Karnataka Bank
Appoints Biji Sreekrishnavilas Sankaranarayanan as Executive Director.
Rupie Times Insight:Leadership addition for growth.
Maithan Alloys
Acquired 11,730 ESDS Software shares (₹1.90 Cr) and 3.3 lakh Paytm shares (₹60.19 Cr) on Sept 21, 2026.
Rupie Times Insight:Treasury investments; watch rationale.
HCLTech
M Group selects HCLTech for AI-led IT transformation across 200+ UK & Ireland locations.
Rupie Times Insight:Large deal win reinforces AI capabilities.
Federal Bank
India Ratings affirms IND AA+/Stable on Basel III Tier 2 & infra bonds.
Rupie Times Insight:Strong credit profile reaffirmed.
NLC India
CMD Prasanna Acharya gets additional charge of Director (Finance) for 3 months from Sept 17.
Rupie Times Insight:Interim arrangement; no strategic change.
Lemon Tree Hotels
Gets NSE 'no objection' & BSE 'no adverse observations'. Opens 48-room hotel in Nashik.
Rupie Times Insight:Expansion continues; positive for growth.
Orchid Pharma
Purchases land at Patibulum village, Tamil Nadu.
Rupie Times Insight:Capacity expansion likely.
Capri Global Capital
Acuite assigns AA+/Stable to ₹2,400 Cr bank facilities.
Rupie Times Insight:Rating comfort for lenders.
Mines Ministry
Govt to soon launch incentive scheme for lithium & nickel processing (Mines Secretary).
Rupie Times Insight:Boost for critical minerals ecosystem.
LG Electronics India
Expects double-digit festive sales growth; ramps up exports; overseas share to rise.
Rupie Times Insight:Positive demand outlook for consumer durables.
📋 BOARD MEETINGS
Concord Biotech: Bonus equity shares proposal.
ESAF Small Finance Bank: Fund raising.
Quality Power: Fund raising.
🔓 SHARES TO EXIT LOCK-IN
Gaja Alternative: 5 mn shares (4%), 1-month lock-in.
Innovision: 13 mn shares (54%), 6-month lock-in.
📈 IPO OPENING
ArMee Infotech: IT infra & managed services; also retail & renewable.
Swastika Infra: EPC in power T&D, underground cabling, GIS, substations, renewables.
Elevate Campuses: Student accommodation (Good Host Spaces, ScholarZ).
Adroit Industries: Propeller shafts & torque transmission, 5,000+ SKUs.
📋 IPO LISTING
Hero Motors: Powertrain solutions for electric & non-electric.
Jindal Supreme: Steel pipes, tubes & products.
SS Retail: Multi-brand mobile & electronics; 503 stores, 215 cities.
🏛️ AGM / EGM
Garware Hi-Tech · Indo Tech Transformers · Shipping Corp · Tega Industries · Vinati Organics · Techno Electric · BLS International · Hindustan Foods · Man Infra · 63 Moons · Jash Engineering · Hikal · Ajmera Realty · Sanstar · OneSource Specialty
📦 BULK / BLOCK DEALS
RHI Magnesita: Dalmia Bharat sold 2.29 Cr sh @ ₹360. SBI MF bought 1.67 Cr, Bandhan 27.78 L, Nippon 24.97 L, Clarus 10 L @ ₹360.
AHCL: Neo Apex sold 12.43 L @ ₹28.86. HRTI bought 31,062 @ ₹27.93; QE Sec bought 29,892 @ ₹28.20.
Fischer Medical: Trade Solvent bought 64.37 L @ ₹32.95; L7 Hitech sold 61.32 L @ ₹32.95.
⚙️ TRADING TWEAKS
Price band 10%→5%: Indo-MIM.
20%→10%: Alkali Metals; Glass Wall Systems.
5%→20%: Rays of Belief.
Excluded from ASM: Entero Healthcare, Indo Rama Synthetics, Molbio Diagnostics, Raymond.
📉 F&O CUES
Nifty Sept futures: +0.15% at 23,410, premium 81 pts.
Sept 29 expiry: Max Call OI 24,000; Max Put OI 23,000.
Ban period: Kaynes Tech, LIC Housing, Manappuram, SAIL.
