Let's catch up on the latest news from the stock market. From significant investments to major deals, order wins, acquisitions, and appointments, here’s a quick look at which stocks will be in focus in today's trade:

Results Today

SpiceJet, Prabhat Technologies (India), Toyam Sports, and Sanmitra Commercial will release their quarterly earnings on September 5.

Stocks to Watch

Biocon

The US Food and Drug Administration (FDA) has completed a routine cGMP inspection at Biocon Biologics’ drug substance facility in Bengaluru and issued a Form 483 with five observations. These observations are procedural in nature and do not pertain to data integrity, systemic non-compliance, or quality oversight. The inspection was conducted between August 26 and September 3, covering drug substance manufacturing units, analytical QC laboratories, microbiology laboratories, and warehouses.

Zydus Lifesciences

The company’s subsidiary, Zydus Lifesciences Global FZE, has entered into an exclusive licensing and supply agreement with Synthon BV of the Netherlands for Ozanimod capsules, a generic version of Zeposia for the US market. Ozanimod Capsules are indicated for relapsing forms of multiple sclerosis. Zydus will be responsible for the commercialization of the product in the USA.

NHPC

The Ministry of Power has appointed Bhupender Gupta as the Chairman & Managing Director of NHPC for a period of five years, effective September 4. With this, Sanjay Kumar Singh, Director (Projects), ceased to hold the additional charge of CMD.

Sammaan Capital

Himanshu Mody has been appointed as Deputy CEO, effective September 4. He joined from Suzlon Group, where he served as Group CFO for four years.

Varun Beverages

The company has incorporated a joint venture company in India, White Peak Refrigeration, to engage in the business of manufacturing visi-coolers and other refrigeration equipment.

Indo Tech Transformers

The company has received a purchase order for the supply of nine 125 MVA transformers from Avaada Clean Project. The total order value is Rs 78.39 crore.

Bharat Forge

The company’s subsidiary, Agneyastra Energetics, has entered into an agreement with the Andhra Pradesh Industrial Infrastructure Corporation to purchase 949.65 acres of land in Anantapur district. The company plans to develop a defence energetics manufacturing complex, including a high explosives manufacturing plant, ammunition filling plant, gun propellant facility, and provisions for future expansion into energetics for rockets, missile systems, space launch vehicles, and advanced energetics.

Yasho Industries

The company has entered into a long-term supply agreement with a leading multinational corporation (MNC) for the supply of lubricant additives over a 15-year period. The company expects Rs 150 crore in annual revenue starting from the end of FY27.

NTPC

The company has permanently discontinued operations at the NTPC Tanda Thermal Power Station, Stage-I, comprising four units of 110 MW each, effective September 1. With this, the total installed and commercial capacity of the NTPC Group stands at 82,926 MW.

Zota Healthcare

The Board has approved a fundraising proposal of up to Rs 500 crore in one or more tranches via issuance of equity shares through QIP or any other permissible mode.

RPP Infra Projects

The company has received a Letter of Acceptance for a new work order worth Rs 134.21 crore. The project involves EPC KN-II 5A improvement of the Matheran–Neral–Kalamb road in Raigad, Maharashtra.

Indian Hotels Company

The company has reported a malware incident affecting select IT systems. The company continues to monitor the situation closely while operating business as usual.

Solarium Green Energy

The company has received work orders worth Rs 8.22 crore from NTPC Vidyut Vyapar Nigam for the execution of a rooftop solar project at DRDO facilities in Chennai, Visakhapatnam, and Chandipur.

Malpani Pipes and Fittings

The company has entered into a sole distributorship agreement with Yongkang Gaocheng Imp & Exp Co. for its core products, namely the BST brand and Gaocheng Pro brand, in India.

Jagsonpal Pharmaceuticals

The Board has appointed Amrut Medhekar as the Chief Operating Officer (COO) of the company.

Bulk, Block Deals

Aptus Value Housing Finance India

Foreign promoter WestBridge Crossover Fund, owned by Mauritius-based global investment firm WestBridge Capital, sold more than 6.09 crore equity shares (representing a 12.2% stake) in Aptus Value Housing Finance India at Rs 328.85 per share, amounting to Rs 2,005.9 crore. As of June 2025, WestBridge held a 16.9% stake (8.09 crore shares).

On the other hand, a total of 24 institutional investors, including Kotak Mahindra MF, ICICI Prudential MF, ICICI Prudential Life Insurance, Tata MF, Edelweiss MF, Edelweiss Life Insurance, East Bridge Capital Master Fund, Bandhan MF, Goldman Sachs, Tata AIG General Insurance, Quant MF, Motilal Oswal MF, ITI MF, Aditya Birla Sun Life MF, and Allianz Global, bought the entire 12.2% stake sold by WestBridge.

JHS Svendgaard Laboratories

Green Portfolio sold 5.37 lakh shares (0.6% stake) in the oral and dental products maker at Rs 11.62 per share. However, Nimisha Khandu Solanki bought 5.93 lakh shares (0.69% stake) at Rs 12 per share.

SG Mart

Rohan Gupta acquired an additional 35 lakh shares (2.78% stake) in the structural steel supplier at Rs 333.01 per share. Meanwhile, Blue Foundry Advisors LLP sold 16.3 lakh shares (1.3% stake) at Rs 327.44 per share, and QRG Investments and Holdings offloaded 20 lakh shares (1.58% stake) at Rs 327.52 per share.

Vertis Infrastructure Trust

Manipal Education and Medical Group India sold 2.98 crore units in KKR-sponsored Vertis at Rs 99.57 per unit, valued at Rs 296.7 crore. 360 ONE Real Assets Advantage Fund, 360 ONE Prime, and 360 ONE Portfolio Managers bought the entire 2.98 crore units at the same price.

Meanwhile, Galaxy Investments II, a part of KKR and also the sponsor for the InvIT, offloaded 10.25 lakh units at Rs 98.3 per unit, amounting to Rs 10.07 crore. Whiteoak Capital Mutual Fund was the buyer of these units.

SME Listing on September 5

Sugs Lloyd

Snehaa Organics

ABRIL Paper Tech

Stock in F&O ban

RBL Bank