Tuesday, september 2, 2025, could be a
muted start for domestic equities, but several corporate developments and market trends are putting some stocks in the spotlight. Investors are weighing
a robust domestic economy against global trade uncertainties, while keeping an eye on key earnings and expansion announcements. Here’s a detailed guide to the
stocks to watch today.
1. Market Overview: A Cautious Start
As of 7:50 AM,
GIFT Nifty was at 24,744, down 4 points, suggesting a
muted opening for Nifty50. Asian markets are showing signs of
cautious optimism, with japan and south korea recovering monday losses and the
MSCI Asia Pacific Index up by 0.26%.In the U.S., markets remain
closed for Labor Day, but september is shaping up to be
volatile, with key data on jobs, inflation, and Federal Reserve actions expected.Meanwhile, monday saw
Sensex gain over 550 points and
Nifty rise nearly 200 points, while gold surged above
$3,500, marking its
longest winning streak since april 2024.
2. CEAT: Strategic Acquisition Boosts Growth
CEAT made headlines by
acquiring Michelin’s CAMSO Construction Compact Line business, including plants in Sri Lanka. The
$171 million investment strengthens CEAT’s footprint in the construction tire segment and could provide
long-term revenue growth.
3. Bharat Electronics (BEL): Securing Defense Orders
Bharat Electronics secured
additional orders worth ₹644 crore for defense and electronic equipment. This reinforces BEL’s position as a
key supplier for India’s defense sector, making it a stock to watch for investors focused on
government contracts and defense expansion.
4. United Breweries: Expanding Production Capacity
United Breweries has
started Kingfisher production at its new Ilios Brewery in Andhra Pradesh, adding
4.5 lakh cases per month. This expansion enhances the company’s
distribution capacity and could positively impact revenue growth in the
beverage segment.
5. UPL: international Expansion
UPL’s subsidiary,
UPL Global (UK), plans to acquire a
49% stake in Thailand’s Grow Chemical by december 2025. This strategic move strengthens UPL’s
global agricultural chemical footprint, providing access to
Southeast Asian markets and broadening revenue streams.
6. Indraprastha Gas (IGL): Venturing into Renewable Energy
IGL, in a
joint venture with rajasthan Rajya Vidyut Utpadan Nigam, is setting up a
solar power project, with IGL holding
74% stake. This step highlights IGL’s
commitment to renewable energy and could enhance its long-term growth prospects in the
green energy segment.
7. NMDC: Strong Production Numbers
NMDC reported
August iron ore production at 3.37 MT (+9.8% YoY) and
sales of 3.39 MT (+8% YoY). With steel demand remaining robust, NMDC’s strong production numbers make it a
stock to watch for investors tracking
commodity-based growth and raw material supply trends.
8. BLS International: Expanding Global Presence
BLS International’s subsidiary acquired a
100% stake in Consular Outsourcing services Kenya, signaling
international expansion and potential revenue growth through
global consular outsourcing services.
9. HFCL: Strategic Stake Sale
HFCL is selling a
15.19% stake in Nivetti Systems for
₹52.51 crore in tranches, a move aimed at
capital reallocation and streamlining investments.
10. Renewable Energy Leaders: NTPC Green Energy & Websol Energy
NTPC Green Energy is set to begin
commercial operations of a 25 MW solar project in Bhuj from september 3, 2025, reinforcing its
solar portfolio.
Websol Energy approved a
₹3,000 crore phased expansion to add
4 GW solar cells and 4 GW solar modules, positioning it as a
key player in India’s renewable energy sector.
Conclusion: Focused Stocks for Investors
Today’s market highlights several
corporate developments, expansions, and acquisitions that could influence trading activity. Stocks like
BEL, United Breweries, UPL, IGL, NMDC, and Websol Energy are expected to attract investor attention due to
strategic growth initiatives and international expansion.With
muted openings and
cautious optimism in Asian markets, investors should watch for
market reactions to corporate updates while keeping an eye on
global economic signals.