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September 16, 2025

Daily Morning Report Date: 16.09.2025
NIFTY OUTLOOK: 25069.20 FII -1268.59 cr DII 1556.02 cr
As discussed yesterday, market behaviour remained on expected lines. Minor profit booking dragged Nifty to 25048.2 before closing near our level of 25071 at 25069.20.
A small bullish candle followed by a bearish candle with almost identical highs formed a tweezer top pattern on the daily chart, indicating an interruption to the uptrend and selling pressure. If selling intensifies, a decisive breakdown of 25030 may lead to profit booking towards 24988–24947, and if supply accentuates, further downside to 24908 is possible.
On the upside, 25110–25150 may act as immediate resistance. A breakout and sustained move above these levels could push Nifty towards 25190–25230.
Bank Nifty OUTLOOK:
SPOT: 54887.85 PCR: 1.01 Max CE OI: 57000 Max PE OI: 54000
On 15th September 2025, Bank Nifty closed at 54887.85, up 78.55 points (0.14%).
The index moved 211.70 points during the session, hitting a high of 55018.70 and a low of 54807.50.
Technical View:
Key support and resistance are at 54590 and 55030. Intraday support and resistance are at 54830 and 54950.
Intraday Strategy:
Go long above 54945 with SL 54925 and target 55003.
Go short below 54830 with SL 54850 and target 54770.
The RSI for Bank Nifty is at 51. Readings below 30 are oversold, and above 70 are overbought.
Bank nifty Day SMA Analysis:
Bank nifty is trading above 6 out of 8 SMA’s (5, 10, 20, 30,150, 200 Day).
Bank nifty is trading below 2 out of 8 SMA’s. (50,100 Day)
One bullish single candlestick Pattern was identified in bank nifty.
• Rickshaw Man Uptrend
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Data watch
1.Fiis net long @ 11.20
2.Vix @ 10.27 ( -1.25 )
3.PCR
4.Fiis bought 308 cr in cash segment , Index 2205 & Stock fut 797.80 cr
5.OI position of intitutions .
Fiis sold 149 contracts on long side & covered short 11744 contracts.
Diis bought 1715 position on long side & covered shorts 666 contarcts .
Retail clients sold 6926 contarct on long side @ covered shorts of 317 contarcts.
Today some 12727 shorts were covered ( its expire day so we cant anayse much in that)
Note: Fiis net long position is @ 11.20 still highly oversold position . Some shorts were covered in last few days but still fiis net long position I am expecting some more shorts to get covered in comming days .
US delegates has arrived in India for trade negotiations.The U.S. trade representative for South Asia, Brendan Lynch, will be in New Delhi for one day of talks, Indian chief negotiator Rajesh Agarwal said. The talks will be held as part of bilateral trade negotiations .
The full impact of higher tariffs from the United States on Indian goods imports will be felt next month as the punitive tariffs kicked in from August 27, exporters said.
We need to be keep cloe eye on US-India trade talk .
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Contributed by
Ashok bhandari : INH000019549
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SEJAL GLASS: CO TO RAISE ₹94.35 CR VIA PREFERENTIAL ISSUE OF SHARES AND WARRANTS
Board approved fundraising through issue of 13,00,000 equity shares at ₹555 each worth ₹72.15 Cr.
Also issuing 4,00,000 convertible warrants at ₹555 each worth ₹22.20 Cr.
Investors include Abakkus Growth Fund-2 with 5 lakh shares and Chandrakant Gogri with 4 lakh shares.
Warrants are convertible within 18 months with 25 percent upfront payment and 75 percent on conversion.
NOMURA ON BANKS
Stress Moderating in Unsecured Retail; Slight Uptick in MSME
Loan Growth: Expected to pick up as asset quality stabilises and government/RBI support pushes credit expansion
Personal Loans: Asset quality stabilising; early delinquencies in credit cards are moderate
MFI: Gradual recovery of asset quality observed
Small Business Loans: Asset quality stable for banks; NBFCs/SFBs see stress rising slightly
Unsecured Retail: Stronger growth (~10% of system credit) expected as asset quality improves
Credit Expansion: Looks favourable amid RBI policy easing, enhanced liquidity, and tax relief
Top Picks:
ICICI Bank - Target Price 1,740 (Maintain Buy)
SBI - Target Price ₹980 (Maintain Buy)
Axis Bank - Target Price ₹1,400 (Maintain Buy)
@beatthestreet10
NOMURA ON MARUTI
Target Price ₹15,031 (Maintain Neutral)
Victoris - Feature-rich and Attractively Priced
Launch Details: The Victoris SUV was launched on 3 September 2025 at an introductory price of ₹10.5 lakh, with sales commencing from 22 September 2025
Sales Potential: Feature-rich with strong potential; we expect 15k sales for GV and Victoris combined
Competitive Edge: The Victoris is expected to capture share
from competitors with diesel-heavy portfolios, aided by its segment-first underbody CNG tank and strong feature package
Distribution: Maruti Suzuki plans to launch the Victoris through the Arena network, leveraging its broad presence across Tier-2/3 markets to attract value-conscious and rural buyers
Grand Vitara Update: Grand Vitara volumes, which averaged
~10k units/month in FY24-FY25, have declined to ~7-8k units/month over the past six months
Combined Outlook: Going ahead, we expect ~15k units/month combined for the Victoris and Grand Vitara. A higher mix of Victoris should help support MSIL's margins, as Grand Vitara is manufactured at Toyota's plant
Volume Growth: We currently factor in 9% / 6% y-y overall
volume growth for MSIL in FY26F/27F, implying 220k units/month for the remaining seven months of FY26F, +14% y-y (vs 178k units/month until Aug 2025, +1.2% y-y)
@beatthestreet10.
Adani Enterprises : Receives LoA for ropeway project between Sonprayag and Kedarnath, to invest Rs 4,081 crore
@beatthestreet10
OLECTRA GREENTECH:
BUS MANUFACTURING CO'S LIKELY TO BE GRANTED A SIX MONTH RELAXATION BY THE GOVT TO IMPORT FULLY ASSEMBLED MOTORS THAT USE RARE EARTH MATERIALS
RELIANCE INDUSTRIES
• Jio IPO planned for 2026, confirmed by Mukesh Ambani
• Retail listing in progress, valuation seen near $200B
• FMCG arm (Reliance Consumer Products) to be demerged
• Retail network rationalisation through closure of weak stores
Impact:
• Positive for Reliance Industries – value unlocking, investor interest, stronger balance sheet
• Positive for Retail & Jio – independent growth path, higher valuations
ZEE ENTERTAINMENT
• Plans to adopt omni-channel business model
• Focus on technology transformation aligned with core business
• CEO Punit Goenka highlights new revenue growth avenues at AGM (Sept 15)
Impact:
• Positive for Zee – diversification, stronger digital presence, long-term revenue boost
• Positive for investor sentiment – renewed growth strategy
PETRONET LNG
• India’s annual LNG demand expected to shrink in 2025 – first time in years
• Buyers delaying purchases, anticipating higher production & lower prices
• India, the 4th largest LNG importer, brought in 16M tonnes Jan–Aug, down 10% YoY
• Outlook – By 2030, imports could still nearly double to 40M tonnes
Impact:
• Negative for LNG suppliers – short-term demand slowdown
• Positive for Indian industries & power firms – lower LNG prices ease input costs
IZMO
• IzmoMicro (division of Izmo Ltd.) unveils breakthrough in high-power motor control technology
• Developed Galvanic Isolated Hex Bridge Inverter for 3-phase Servo/BLDC motors
• Supports 100 amps continuous current at 48VDC, ensuring safety & reliability
• Validated by a major public sector manufacturer
• Target sectors – industrial automation, robotics, EVs, aerospace, defense
• Aligned with India’s EV & renewable ecosystem under Make in India
Impact:
• Positive – Strengthens R&D capabilities, enhances credibility in EV & industrial tech space
• Positive – Opens new revenue streams from high-growth sectors (EV, automation)
CBDT's big leap into Al-driven probe
Mapping Digital Trails of Tax Evaders
CBDT In Collaboration With DRDO launch "Project Satya"
New Al-powered portal to analyse call data records and digital prints
Turns raw call data into instant investigative insights
Maps hidden links beyond financial records
Tracks major social apps like WhatsApp, Telegram, Signal & source IPs
INSOLATION ENERGY LTD:
SUBSIDIARIES AWARDED LETTER OF AWARD FOR 34 MW SOLAR POWER PLANTS UNDER PMKUSUM SCHEME; TOTAL INVESTMENT OF ₹113 CRORES; O&M CONTRACT FOR 25 YEARS; EXPECTED REVENUE OF ₹14.74 CRORES PER ANNUM.
RELIANCE INDUSTRIES:
MUKESH AMBANI WORKING ON LISTING OF RELIANCE RETAIL WITH USD 200B VALUATION
INSOLATION ENERGY LTD
• Subsidiaries – Insolation Green Infra Pvt Ltd, MGVI Green Infra One Pvt Ltd & MGVI Green Infra Two Pvt Ltd awarded LOA for 34 MW solar power plants under PMKUSUM Component A by Jodhpur Vidyut Vitran Nigam Ltd (JDVVNL)
• Scope – Design, survey, supply, installation, testing, commissioning, operation & maintenance for 25 years
• Investment – Approx. ₹1,13,00,00,000 (including GST)
• Tariff – ₹3.02/unit (1 site), ₹2.70/unit (13 sites), ₹2.65/ unit (3 sites)
• Execution – Expected in FY26-27
Impact:
• Positive – Strengthens renewable energy footprint, long-term O&M revenue, stable tariff contracts
TEXTILES & SEAFOODS STOCKS
• India and US to hold trade talks today
• Breakthrough expected in Free Trade Agreement discussions
• Context – Talks occur amid US tariffs imposed during Trump administration
Impact:
• Positive – Potential for improved exports in textiles & seafood sectors
• Could ease trade tensions and boost investor sentiment
SUZLON ENERGY LTD
• Wins 838 MW order for FY26 from Tata Power Renewable Energy, across 3 states
• Order includes 266 wind turbines
• Total order book – 15.2 GW assets + additional ~6 GW pipeline
Impact:
• Positive – Strong order inflow, expands renewable footprint, strengthens long-term revenue visibility
SEBI'S ACTION AGAINST HIGHLIGHT INVESTMENT RESEARCH
SEBI cancels Highlight Investment Research's registration for cheating investors
SEBI took action against Highlight Investment Research, owned by Shilpa Garg
The firm promised assured returns but clients lost money
The firm promised accuracy of about 80-90%
It failed to address complaints and avoided contact
Garg also failed to renew her advisory license
TEXTILES & SEAFOODS STOCKS
• India and US to hold trade talks today
• Breakthrough expected in Free Trade Agreement discussions
• Context – Talks occur amid US tariffs imposed during Trump administration
Impact:
• Positive – Potential for improved exports in textiles & seafood sectors
• Could ease trade tensions and boost investor sentiment
PHARMA EXPORTS – AUGUST 2025
• Laurus Labs – USD 37.4 mn | +94% YoY | +6% MoM
• Divi's Labs – USD 89 mn | +5% YoY | +32% MoM
• Neuland Labs – USD 12 mn | +433% YoY | +250% MoM
• Blue Jet Healthcare – USD 3.9 mn | -51% YoY | -19% MoM
• Syngene – USD 7 mn | -42% YoY | -12.5% MoM
SATTRIX INFORMATION SECURITY
• New U.S. joint venture – World Tech Nexus LLC receives business registration
• JV partners – World Tech Edge PTE and Mr. Ali Yavari
• Focus – Expand IT & cybersecurity solutions and services across the U.S. and globally
Impact:
• Positive – Supports international expansion, strengthens global IT & cybersecurity presence
AUROBINDO PHARMA : China API Price Cuts Raise Viability Concerns
• China slashed prices of 41 APIs/KSMs by 40-50%, including Clavulanate Potassium (~40%) and Penicillin-G (~50%)
• Prices now below production cost
• India’s newly built PLI-backed API plants face viability stress
• Analysts warn of a repeat of 2000s scenario when Chinese dumping affected domestic API industry
Impact:
• Negative – Viability risk for Aurobindo’s PLI Pen-G/API projects, potential margin pressure

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