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.
.jpg)
click and follow Indiaherald WhatsApp channel