“most active activity for all Types of people in the world”# stock market stock market
1. Kotak Mahindra Bank
- News: Sumitomo Mitsui Banking Corporation (Japan) plans to sell its 1.65% stake in Kotak Mahindra Bank through block deals.
- Deal Size: ₹6,166 crore with a floor price of ₹1,880/share.
- Impact: Such stake sales usually put short-term selling pressure on the stock because a large number of shares enter the market. However, it doesn’t change Kotak’s fundamentals – it only means a big foreign investor is exiting.
2. Blue Jet Healthcare
- News: Promoter Akshay Bansarilal Arora is selling 1.18 crore shares (6.83% stake) via Offer for Sale (OFS) on Sept 10–11.
- Floor Price: ₹675/share.
- Impact: Promoter stake sale often signals they want to book profits or diversify holdings. For investors, the OFS gives a chance to buy shares at a fixed floor price. Stock could see short-term pressure but long-term impact depends on company performance.
3. Sun Pharma
- News: US FDA classified its Halol plant under OAI (Official Action Indicated) due to non-compliance with manufacturing standards. The plant is also under Import Alert, meaning shipments to the US are blocked (except critical drug shortages).
- Impact: This is negative news. US sales are a big part of Sun Pharma’s revenue, so until the plant is cleared, earnings may be hit.
4. ICICI Prudential Life Insurance
- News: Board meeting on Sept 12 to discuss raising funds via non-convertible debentures (NCDs) through private placement.
- Impact: Raising money via NCDs shows the company wants to strengthen its balance sheet. Neutral to positive development, as it supports growth without equity dilution.
5. HEG (Bhilwara Energy)
- News: Bhilwara Energy acquired Statkraft’s 49% stake in Malana Power Company, making it the sole owner. They also allotted 1.75 crore equity shares at ₹142/share, raising ₹25 crore.
- Impact: Positive for long-term growth as the company gains full control of hydropower projects (278 MW in Himachal Pradesh). However, the stock may remain dependent on investor sentiment in power/energy sector.
6. Bajaj Auto
- News: Company will pass on GST reduction benefits to customers. Price cuts up to ₹20,000 on two-wheelers and ₹24,000 on three-wheelers, effective Sept 22.
- Impact: Positive for demand – cheaper bikes could boost sales. But profit margins may reduce slightly if costs are not adjusted.
7. Sterling & Wilson Renewable Energy
- News: Received Letter of Intent (LOI) for a 300 MW solar project in Rajasthan worth ₹415 crore.
- Impact: Positive – big project win boosts revenue visibility. Renewable energy sector outlook also strong.
8. Samvardhana Motherson International
- News: Its Turkey unit completed acquiring remaining 25% stake in two automotive plastics/tooling companies, making them fully owned subsidiaries.
- Impact: Positive – full ownership gives better control and higher profits from global operations.
9. Thermax
- News: Invested ₹115 crore in subsidiary First Energy (FEPL) for renewable energy expansion.
- Impact: Positive for long-term growth in clean energy business.
10. Bharat Electronics (BEL)
- News: Declared final dividend of ₹0.90/share on Sept 23.
- Impact: Stable PSU company. Dividend shows consistent returns for shareholders. Neutral to mildly positive.
11. Mamata Machinery
- News: Secured third consecutive order worth $1.17 million from UAE for a 9-layer blown film plant.
- Impact: Positive – shows consistent international demand and growing export business.
12. Bikaji Foods
- News: Facing Enforcement Directorate (ED) summons linked to Rajasthan Premier League sponsorship. Company clarified involvement was only sponsorship and all payments were legal.
- Impact: Neutral to slightly negative – ED probe can create short-term sentiment risk, but fundamentals remain intact.
13. Tata Motors
- News: Acquired 26% stake in two SPVs of Tata Power Renewable Energy (TP Paarthav and TP Marigold) for green projects.
- Impact: Positive – strengthens Tata’s push into EV and renewable energy ecosystem.
14. Eicher Motors (Royal Enfield)
- News: Will pass on GST cut benefits to customers from Sept 22 across motorcycles, apparel, and accessories.
- Impact: Positive for boosting demand, especially during festive season.
✅ Overall View:
- Positive Stocks: HEG, Bajaj Auto, Sterling & Wilson, Motherson, Thermax, Tata Motors, Eicher Motors, Mamata Machinery.
- Cautious Stocks: Sun Pharma (FDA issue), Bikaji (ED probe), Kotak & Blue Jet (stake sale could pressure prices).
- Stable Stocks: ICICI Prudential Life, BEL
📈 Stocks That Look Positive for Tomorrow (Sep 11, 2025)
The Indian stock market is showing strong momentum, supported by positive global cues, U.S.-India trade talks, and hopes of an interest rate cut. Here are some sectors and companies that may continue to do well tomorrow:
🧵 1. Textile Stocks (Gokaldas Exports, KPR Mill)
- Textile companies jumped up to 7% today after news that the U.S. may roll back some tariffs.
- If this sentiment continues, Gokaldas Exports and KPR Mill could see more buying interest tomorrow.
💻 2. IT Stocks (Infosys, TCS, Wipro)
- Infosys announced a share buyback that will be discussed on September 11, which has already lifted IT stocks.
- The IT sector also benefited from optimism around trade talks with the U.S.
- Expect continued demand in Infosys, TCS, and Wipro tomorrow.
🚗 3. Auto Stocks (Mahindra & Mahindra, Eicher Motors)
- Both stocks hit 11-month highs after the government cut GST on vehicles.
- With strong momentum, M&M and Eicher Motors may keep attracting buyers in the short term.
🏗️ 4. Metal Stocks (JSW Steel, Tata Steel, SAIL)
- Brokerages upgraded these companies because of lower steel output expected from China, which improves demand for Indian steel.
- JSW Steel, Tata Steel, and SAIL remain on traders’ radar for tomorrow.
Noteworthy Small-Caps with Momentum or Institutional Interest
- Voltamp Transformers
Bought in a ₹360-crore bulk deal by Citigroup and UTI MF—Citigroup picked ~57,000 shares at a slight discount. The stock has delivered a strong 630% returns over the last five years.The Economic Times - Prakash Industries
A small-cap multibagger held by renowned investor Dolly Khanna. It recently announced a final dividend with a record date of September 17—a classic value + dividend play.The Economic Times - Fratelli Vineyards
Rose 5% to hit its upper circuit after a ₹5.5 crore block deal by investor Porinju Veliyath. It’s now in focus as a potential multibagger.The Economic Times - Yatharth Hospital & Trauma Care Services
Noted investor Mukul Agrawal took a 1.14% stake in Q1FY26—highlighting growth potential in the healthcare small-cap space.The Economic Times
Small-Caps with High Growth Potential (Analyst Picks for 2025)
Source: Economic Times – “New Year Picks: 10 smallcap stocks that can rally up to ~53% in 2025”
- Ethos – Upside: ~30%
- DOMS Industries – ~11%
- Axiscades Technologies – ~21%
- Privi Speciality Chemicals – ~18%
- Samhi Hotels – ~31%
- ISGEC Heavy Engineering – ~27%
- Wonderla Holidays – ~30%The Economic Times+2The Economic Times+2Wealth18.com –
These picks span sectors like luxury goods, engineering, chemicals, and amusement/entertainment, all backed by favorable analyst estimates.
Strong Performing Small-Caps Backed by Mutual Funds (2025 Gains)
List of small-cap stocks delivering 50–110% returns in CY2025 and held by multiple mutual funds:
- Force Motors – +110%
- Garden Reach Shipbuilders & Engineers – +94%
- Bharat Dynamics – +68%
- Godfrey Phillips – +54%
- Paras Defence & Space Technologies – +62%
- Blue Jet Healthcare – +52%
- ITD Cementation India – +50%
- Authum Investment & Infrastructure – +50%
- Redington – +50%
