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September 05, 2025

Daily Morning Report Date: 05.09.2025
NIFTY OUTLOOK: 24734.30 FII -106.34 cr DII 2233.09 cr
As discussed yesterday, market behaviour remained on expected lines. Buyers pushed Nifty up to 24980.75, but it quickly reversed to a low of 24705 and closed at 24734.30.
A bearish belt candlestick on the daily chart suggests aggressive selling. A decisive break below 24680 may drag it to 24627–24573, with further downside to 24520 if supply persists. On the upside, resistance is seen at 24789–24841; a breakout above may push it to 24895–24950.
Bank Nifty OUTLOOK:
SPOT: 54075.45 Pcr: 0.87 Max CE OI: 57000 Max PE OI: 54000
On 4th September 2025, Bank Nifty closed at 54075.45 (+7.90, 0.01%) after a movement of 478.70 points, making a high of 54450.55 and low of 53971.85.
Support and resistance levels stand at 53200 and 54365. Intraday levels are 53900 and 54200.
Intraday strategy:
Go long above 54208 with SL 54170 and target 54330.
Go short below 53940 with SL 53987 and target 53810.
RSI stands at 37.30 (below 30 oversold, above 70 overbought).
Bank nifty Day SMA Analysis:
Bank nifty is trading above 3 out of 8 SMA’s (5,150, 200 Day).
Bank nifty is trading below 5 out of 8 SMA’s. (10, 20, 30, 50,100 Day)
No active candlestick Pattern was identified in bank nifty.
Macros
1.Dollar index @ 98.082
2.Vix @ 15.30 (-1.05)
3.Brent crude @ 66.84
4.U.S. 10 years bond yield @ 4.154
Note: U.S. private payrolls rose less than expected in August, with 54,000 jobs added after a revised 106,000 in July, versus forecasts of 65,000. Wall Street hit record highs and Treasury yields fell to four-month lows as traders priced in a Fed rate cut this month, ahead of key U.S. jobs data.
In India, the government is actively countering U.S. tariff pressure. EU trade chief Maros Sefcovic will visit New Delhi next week as FTA talks with Europe make “rapid progress,” Trade Minister Piyush Goyal said. This follows sharp U.S. tariff hikes on Indian goods that came into effect last week.
Conclusion: The government is working on trade deals with 50 countries to offset U.S. tariffs and has taken historic steps in direct and indirect tax reforms. The impact may reflect in the next 1–2 quarters, likely in H2 FY2026, with Nifty expected at 26,500–27,500. Accumulate FMCG ETF around 58–61 for targets of 72–75.
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Data watch
1.Fiis net long 8 % (Highly oversold).
2.Fiis sold -106.34 cr in cash segment, sold 1073 cr in index and bought 2006 in stock future
3.Vix @ 10.85(-0.73%)
4.Pcr @ 0.73 (Weekly) , 1.08 (Monthly)
OI position of institutions & retail
Fiis bought 462 contracts on long side and added 6243 contracts on short side. Net short -5781 contracts.
Diis bought 327 contracts on long side and sold 1837 contracts on short side.Net short -1510 contracts.
Retail bought 481 contracts on long side and sold 1161 contracts short positions.Net short -680 contracts.
Note: Fiis net long position is @ 8 %, in a single day it again gets reduced from 11.2%. Index shorts were created by FIIS, DIIS & Retail in all 7971 contracts on short side.
In spite of one of the greatest reforms (on GST) Market does not reacted as expected by many people. We are expecting that and mentioned in our post don’t chase the market today. Equities are giving good upside from last 3-4 days in anticipation of GST meet and today after a gap up opening profit booking set in and closed almost flat. Some pockets outperform and some took profit booking.
We need to get clear that both consumer & company will not benefit. We need to study very carefully which sector will get benefit and to what extent.
Benefit to the costumers will be seen immediately but it will come at least in next 2-3 months in the company i.e. in Dec quarters (now its unknown what will be the effect and to what quantum). As we are analyzing that was one of the reasons for profit booking after investors realized that.
Next 2-3 days will be very imp to see after profit booking (that may be hot money which was invested for the event) real money comes to invest.
Conclusion: We need to see in next few days or week that real money will come to invest in sectors that are beneficiary.
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Contributed by
Ashok bhandari : INH000019549
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RBI shifts the bank holiday from tomorrow to Mon, Sep 8.
Clearing holiday also moves to Monday.
Stock markets remain OPEN on both Friday & Monday, trading as usual, don’t get confused.
Alert: Now stocks in cash market purchase on 5 Sep. Friday will not be allowed to sell on Monday because settlement of Friday & Monday will be done on Tuesday.
SG MART: LARGE TRADE ON BSE
Blue Foundry Advisors LLP sold 16.32 lakh shares (1.29% stake) at ₹327.44 per share.
QRG Investments and Holdings Ltd sold 20 lakh shares (1.58% stake) at ₹327.52 per share.
Rohan Gupta bought 35 lakh shares (2.77% stake) at ₹333.01 per share.
HCL INFOSYSTEMS: ACQUIRES REMAINING 15% STAKE IN PIMPRI CHINCHWAD ESERVICE LTD
HCL Infosystems acquired the remaining 15% stake (7,500 shares at ₹1 each) in Pimpri Chinchwad eService Ltd on 4 Sept 2025.
The entity is now a wholly-owned subsidiary of HCL Infosystems.
Originally formed as a JV with IL&FS and STPI for WiFi connectivity projects, it has no operations and NIL turnover to date.
TCC CONCEPT : LARGE TRADE BSE
EVERGROW CAPITAL OPPORTUNITIES FUND SOLD 0.13 LKH SHARES ( 0.038 % STAKES) @ ₹ 325.57 /SHARE
ASTRAL: ACQUIRES REMAINING 5% STAKE IN SEAL IT SERVICES UK FOR GBP 4,00,000 (~₹4.75 CR)
Acquisition raises Astral’s holding in Seal IT Services Ltd., UK from 95% to 100%.
Seal IT manufactures adhesives and sealants with FY25 turnover of GBP 33.44 mn, compared to GBP 35.92 mn in FY24.
Deal completed in cash consideration
NHPC: APPOINTS BHUPENDER GUPTA AS CHAIRMAN & MANAGING DIRECTOR
Shri Bhupender Gupta assumes charge as CMD of NHPC Ltd. from 4 September 2025.
He has been appointed for 5 years or until superannuation on 31 October 2030.
Gupta has over 34 years of experience across hydro, thermal, renewable, transmission, and distribution projects.
Sanjay Kumar Singh ceases additional charge of CMD.
BIOCON: US FDA INSPECTION AT BIOCON BIOLOGICS’ BENGALURU FACILITY
US FDA conducted inspection from 26 August to 3 September 2025 at Biocon Biologics’ drug substance facility in Bengaluru.
The inspection concluded with Form 483 containing 5 procedural observations.
Company will submit a Corrective and Preventive Action plan within the required timeline.
Commercial product supply is not expected to be impacted.
US ISM SERVICES PMI: AUGUST READING AT 52 VS 50.1 ESTIMATE
New orders index rose to 56 in August from 50.3 earlier.
Employment index stood at 46.5 compared to 46.4 in July.
Prices paid index eased slightly to 69.2 from 69.9 earlier.
SHIVA CEMENT: 1 MTPA GRINDING UNIT AT SAMBALPUR READY FOR COMMISSIONING
New 1.0 MTPA cement grinding unit commissioned on 4 Sept 2025 at Bhushan Power & Steel’s Sambalpur, Odisha premises.
Developed under MoU with BPSL; Shiva Cement has the right to acquire the unit later.
Unit fully prepared to begin commercial operations, expanding supply in Eastern India.
TRUMP TOLD EUROPEAN LEADERS IN CALL ON THURSDAY THAT EUROPE MUST STOP PURCHASING RUSSIAN OIL, WHITE HOUSE OFFICIAL SAYS
WHITE HOUSE OFFICIAL: TRUMP ALSO EMPHASIZED THAT EUROPEAN LEADERS MUST PLACE ECONOMIC PRESSURE ON CHINA "FOR FUNDING RUSSIA'S WAR EFFORTS"
SHREE DIGVIJAY CEMENT: PROMOTER TRUE NORTH TO EXIT, IRF FUNDS TO ACQUIRE 50.1% STAKE
True North Fund VI LLP signed SPA with India Resurgence Fund (IRF) entities to sell 50.10% stake (7.42 crore shares).
Deal subject to statutory and regulatory approvals; will trigger mandatory open offer to public shareholders.
Board to be reconstituted with IRF nominees joining and True North nominee resigning.
Company also signed exclusive brand usage & distribution agreement with Hi-Bond Cement (India) Pvt Ltd and approved option to acquire 100% equity in Hi-Bond.
JAGSONPAL PHARMA: CO APPOINTS AMRUT MEDHEKAR AS COO
Company appointed Amrut Medhekar as Chief Operating Officer, a newly created role.
He brings over 30 years of pharma experience across Wockhardt, Zydus, Ranbaxy, Torrent, Akums, and JK Drugs.
Focus will be on strategic growth, operational efficiency, and customer relationships.
MD Manish Gupta highlighted his appointment as key for the company’s next growth phase.
DIXON TECH: ISSUES $50M CORPORATE GUARANTEE TO SUBSIDIARY PADGET ELECTRONICS
Dixon Technologies issued a corporate guarantee of USD 50 million (~₹415 crore) to its wholly-owned subsidiary Padget Electronics.
The guarantee has been provided at arm’s length, in compliance with SEBI regulations.
It will be treated as a contingent liability with no immediate cash outflow.
The move is aimed at supporting the subsidiary’s operations, financing, and growth plans.
CONCORD CONTROL: LAUNCHES INDIA’S 1ST 100% INDIGENOUS ZERO-EMISSION PROPULSION FOR DIESEL LOCOMOTIVES
Concord Control unveiled India’s first fully indigenous zero-emission propulsion system for converting diesel locomotives.
The system is powered by LFP batteries, runs only when required, and eliminates fuel consumption during idle time.
It has been designed and built entirely in India, supporting the government’s Make in India initiative.
The technology aligns with Indian Railways’ 2030 electrification target and includes cost-saving, monitoring, and safety features.
MALPANI PIPES: SIGNS SOLE DISTRIBUTORSHIP WITH YONGKANG GAOCHENG IN INDIA
Malpani Pipes has been appointed sole distributor in India for Yongkang Gaocheng’s BST (value) and Gaocheng Pro (premium) brands until August 2030.
The partnership covers agricultural equipment, power tools, plantation and garden machinery, and construction and demolition tools.
The agreement gives Malpani exclusive rights, with Yongkang Gaocheng barred from selling through other distributors in India.
The deal adds premium and value products to Malpani’s portfolio, enabling wider dealer network cross-selling.
US MACRO UPDATE: GOLDMAN SACHS CUTS Q3 GDP TRACKER TO 1.6%
Goldman Sachs trimmed its Q3 GDP tracking estimate by 0.1 ppt to +1.6% (q/q annualized).
Q2 nonfarm productivity rose +3.3%, unit labor costs fell -1.0%, and wage growth stood at +3.9% annualized.
Private sector jobs rose by 54k in August, below expectations, while trade deficit widened on higher gold and China imports.
Domestic final sales grew +0.7%; initial jobless claims rose modestly, led by Connecticut and Tennessee.

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