13, October, 2025
# Sign In
  1. Home
  2. Market Highlights

Market Highlights

Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.

October 01, 2025

  • Daily Morning Report                    Date: 01.10.2025
  • NIFTY OUTLOOK: 24611.10 FII -2327.09 cr DII 5761.63 cr
  • As discussed yesterday, market behaviour remained on expected lines. Nifty faced resistance at 24725 (made a high of 24731.80) and from there slipped to an intraday low of 24587.7, close to our support of 24591.
  • A series of three consecutive bearish candles, each closing lower than the previous one, has appeared on the daily chart. This indicates bearish dominance and weakness in Nifty. A decisive breakdown of 24567 may drag it further to 24525–24481, and if supply intensifies, it may even test 24437.
  • However, the candle bodies are getting shorter and the gap between closes is narrowing, suggesting the downtrend is losing momentum. If Nifty crosses 24655, it may rally to 24700–24741, and on strong demand, extend up to 24784.
  • Bank Nifty OUTLOOK:
  • SPOT: 54635.85 Pcr: 0.95 Max CE OI: 57000 Max PE OI: 54000
  • On 30th September 2025, Bank Nifty closed at 54635.85 (+174.85 / +0.32%). The total movement in the index was 290.10, with a high of 54793.05 and a low of 54502.95.
  • Technical View:
  • Support & Resistance: 54000 / 55100
  • Intraday Support & Resistance: 54556 / 54715
  • Strategy:
  •  • Go long above 54715 with SL 54689 and target 54795
  •  • Go short below 54556 with SL 54582 and target 54476
  • RSI for Nifty Bank is at 45.10. (Below 30 = oversold, above 70 = overbought).
  • Bank nifty Day SMA Analysis:
  • Bank nifty is trading above 2 out of 8 SMA’s (150, 200 Day).
  • Bank nifty is trading below 6 out of 8 SMA’s. (5, 10, 20, 30 50,100, Day)
  • No candlestick Pattern was identified in bank nifty.
  • Macros:
  • 1.Dollar index is @ 97.375
  • 2.S&P 500 Vix is @ 16.34 (+0.22)
  • 3.Brent crude is @ 66.44
  • 4.US 10 years bond yield is @ 4.125
  • Note:
  • U.S. job openings rose marginally in August while hiring declined, reflecting softening labor market conditions. This may give the Federal Reserve room to cut interest rates again next month despite resilient consumer spending.
  • India’s trade pact with four European nations, including Switzerland and Norway, will take effect from Wednesday. The agreement is expected to boost exports of textiles, leather, and food products, while also attracting investments. Sensitive sectors such as pharmaceuticals, medical devices, and key farm products remain protected, with no change in the effective duty on gold imports.
  • India is the fifth-largest trading partner of EFTA after the EU, U.S., Britain, and China, with total trade of $25 billion in 2023. The pact is expected to spur Swiss investment, as it slashes tariffs on exports ranging from chocolates to watches and machinery.
  • With its $4 trillion economy, 1.4 billion population, and annual growth of nearly 7%, India is increasingly seen as an attractive alternative to China amid U.S. tariff pressure. However, India currently faces a trade deficit of about $20.47 billion with the EFTA bloc, exporting goods worth $1.97 billion while imports stand at $2.44 billion.
  • Conclusion:
  • India is diversifying its trade partnerships beyond the U.S., engaging with nations like Brazil, Peru, the U.K., and African countries. While near-term benefits from EFTA may be limited, the bloc has committed to investing $100 billion in India over 15 years, which the government estimates will create 1 million direct jobs. This positions India to secure long-term industrial growth and employment at home.
  • --------------------------------------------------------------------------
  • Data watch
  • 1.Fiis net long is @ 5.9%
  • 2.Vix is @ 11.06 ( -2.73% )
  • 3.Pcr weekly is @ 0.72 , Montly is @ 1.03
  • 4.Fiis sold 2327 in cash segment , Index fut sold worth 2716.60 cr & added 654 cr stock fut
  • 5.Open interest of instituions and Retail ( on montly expire these data will of no use )
  • Note : Again today we saw range bond trading , volumes were also low today we will not get nay clear picture on index today .
  • --------------------------------------------------------------------------
  • Contributed by
  • Ashok bhandari : INH000019549
  • -------------------------------------xxxxxxx-------------------------------------------------------------------xxxxxxx---------------------------------
  • Vedanta group company Sterlite Electric files DRHP with SEBI for IPO
  • NEWGEN SOFTWARE: Newgen Software UK Secures £2.99 Mn Contract with Wipro Subsidiary in UK
  • Customer: Wipro Financial Outsourcing Services Ltd (UK).
  • Contract Value: £2.99 Mn (~₹29 Cr / USD 3.7 Mn).
  • Scope: Software license, implementation, and maintenance services for modernized enterprise content & communication management.
  • Duration: Long-term contract spanning 10 years.
  • Geography: Strengthens Newgen’s foothold in the UK market.
  • Business Impact: Provides recurring revenue visibility, enhances partnership with Wipro, adds international credibility.
  • Newgen Software ; Co Subsidiary Wins KWD 1.74 Mn Order in Kuwait
  • LOA Secured: Newgen’s Dubai-based subsidiary receives order from a Kuwait-based customer.
  • Contract Scope: Includes software license, implementation & support services.
  • Deal Value: KWD 1.736 Mn (~₹47 Cr / USD 5.6 Mn).
  • Tenure: To be executed over 2 years.
  • Global Expansion: Strengthens Newgen’s presence in the Middle East market.
  • Business Impact: Adds recurring revenues, enhances international credibility.
  • Newgen Software : Co Wins $5.6 Mn International Order from Ghana’s eProcess International
  • Contract Secured: Newgen to deliver Software License, Implementation & Annual Support services.
  • Value: Deal size USD 5.636 Mn (~₹47 Cr).
  • Tenure: Valid for 5 years from execution date.
  • International Expansion: Strengthens presence in Africa (Ghana), expanding global footprint.
  • Business Impact: Long-term recurring revenue stream via support services, boosting visibility.
  • Oriana Power : Co Signs MOU with ACTIS to Develop 1 GW Renewable Projects in India with $100 Mn Investment
  • MOU Signed: Oriana Power entered a non-binding MoU with ACTIS GP LLP for 1 GW solar/renewable projects in India over the next 2 years.
  • Investment Commitment: ACTIS (via investee firms) to invest up to USD 100 Mn equity during project implementation & stake acquisition.
  • Structure: Projects to be executed through SPVs (Special Purpose Vehicles).
  • Strategic Impact: Provides robust capital support & execution capability, accelerating large-scale renewable rollout.
  • Sectoral Boost: Strengthens Oriana’s presence in fast-growing clean energy sector, leveraging ACTIS’s expertise & global experience.
  • Advisory: Ernst & Young LLP acting as exclusive sell-side M&A investment banker.
  • SHREE CEMENT ; Company has today (i.e. on 30th September, 2025) commissioned Clinkerisation unit having capacity of 3.65 MTPA of its Integrated Cement Plant being set up in Tehsil Jaitaran, District Beawar in the State of Rajasthan.
  • ADANI ENT : Adani Road Transport to Acquire 100% Stake in Yashodhan & KN Highways
  • Acquisition of Two Highway Projects: ARTL (subsidiary of Adani Enterprises) signed SPAs to acquire 100% stake in Yashodhan Highways Pvt Ltd and KN Highways Development Pvt Ltd.
  • Strengthens Infra Portfolio: Expands Adani’s footprint in road infrastructure, aligning with its long-term infra growth strategy.
  • Growth Visibility: Consolidation of highway assets expected to generate stable toll/infra revenues over time.
  • OMCs : 19-kg Cylinder Price Hiked By ₹15.50 Το ₹1,595.50 In Delhi - CNBCTV 18
  • Jet Fuel (ATF) Price Hiked By ₹3,052.50/kl To ₹93,766/kl In Delhi - CNBCTV 18
  • IREDA Q2 BIZ YOY GROWTH V LAST QUARTER
  • Q2 LOAN SANCTIONED GROWTH OF 86 % V GROWTH OF 29 % IN Q1
  • Q2 LOAN DISBURSEMENTS GROWTH OF 54 % V 31 % GROWTH IN Q1
  • Q2 LOAN BOOK GROWTH OF 31 % V 27 % GROWTH IN Q1
  • IREDA Q2 BIZ UPDATE ; Loan Sanctioned Up 86 % To 33148 Cr YOY , Up 182 % QOQ
  • Loan Disbursements Up 54 % To 15043 Cr YOY, UP 115 % QOQ
  • Loan Book Up 31 % To 84445 Cr YOY , Up 6 % QOQ
  • RateGain does a acquisition finally!
  • Acquires Sojern (US hospitality MarTech firm)
  • Financials CY24
  • REV – $172 Mn
  • EBITDA – $19 Mn (12%)
  • Deal Value – $250 Mn
  • Acquired at attractive valuations - 1.5X on REV
  • Funded via internal reserves + debt
  • MOSL ON ACME SOLAR HOLDINGS
  • MOSL maintains Buy rating on ACME Solar Holdings with a target price of ₹370 (vs ₹347 earlier)
  • Focus remains on PPA tie-up momentum and execution ability amid slower power demand
  • Power demand recovery and government push to resolve PPA deadlocks seen as key positives
  • Installed capacity projected at 5.5 GW by FY28E; pipeline stands at ~6.7 GW under execution/planning
  • EBITDA potential estimated at ~8,100 crore annually post full commissioning
  • FY28E estimates trimmed by 1% following cancellation of 300 MW project
  • Key catalysts: earnings from battery initiative and new capacity commissioning
  • Valuation: ACME valued at 10x FY28E EBITDA (discounted by one year), leading to a target price of ₹370
  • CITI ON SUN PHARMA
  • Citi maintains Buy rating on Sun Pharma with a target price of ₹2,180
  • Global pharma stocks rally 3-5% after Pfizer's new deal with the US government
  • Pfizer to cut prices for existing drugs in Medicaid; new drugs to launch at price parity with other developed markets
  • No impact expected on Medicare or commercial pricing
  • For Sun Pharma, pricing overhang on llumya now removed
  • Geopolitical risks like tariffs and MFN concerns have eased significantly
  • Sun Pharma remains Citi's preferred pick in the pharma sector
  • CLSA On Nazara Tech
  • Target Price ₹166
  • Real money gaming banned
  • Ban will hit Nazara's PokerBaazi and e-sports de-subsidiarisation
  • Government will continue to promote esports and other online games
  • Nazars will take a hit in PokerBaazi
  • Ownership in fast-growing e-sports subsidiary Nodwin has fallen below 50%
  • Nazara stock valuation is expensive at 48x FY27 PE
  • UBS On BHEL
  • Target Price ₹340
  • BHEL secured Rs 15,000 crore order for Supercritical thermal power plants; approximately 17% of FY26 UBS estimates
  • Increases BHEL's YTD order inflow to Rs 31,000 crore - 35% of FY26 UBS estimates
  • Order intake momentum remains positive, pickup in execution remains critical for re-rating
  • UBS on Vikram Solar
  • Initiate N, TP Rs 355
  • Solar sector to see strong growth ahead; backward integration key
  • Integration benefits likely from FY28, but limited opportunity thereafter
  • Backward integration to be funded by debt
  • Ambitious capex with balanced risk-reward
  • Key risks include capex/cell ramp-up delay and weaker-than-expected domestic solar demand
  • GOLDMAN SACHS ON TRENT
  • Goldman Sachs flags supply chain disruption for Zudio's high-end apparel segment (priced under ₹999)
  • These products were largely sourced from Bangladesh owing to competitive vendor pricing
  • Following India's ban on RMG exports from Bangladesh via land routes (May 2025), supply has been hit
  • Zudio is facing product availability challenges in its higher-end range
  • Trent is shifting sourcing to India, but the transition remains incomplete
  • CLSA on Gold Financiers
  • Muthoot Fin – O-P, TP Raised to Rs 3600
  • Manappuram Fin – O-P, TP raised to Rs 310
  • Gold prices are up 20% QoQ, highest-quarterly increase in the past several quarters.
  • Muthoot’s & Manappuram’s (MGFL) loan-to-value (LTV) ratios at end-June were 62%/57%, below their long-term averages.
  • Also, RBI has allowed lenders to increase LTV on lower-ticket gold loans.
  • A combination of a sharp gold price increase, gradual LTV increase & steady tonnage growth means we meaningfully increase our AUM growth estimates
  • Believe Muthoot can deliver a 23% AUM & 37% PAT Cagr over FY25-27CL
  • Upgrade Muthoot’s PAT est by 10-15%
  • For MGFL, trim FY26/27CL PAT est by 7-13%
  • CLSA on Ultartech Cement
  • High Conviction O-P, TP RS 14700
  • Investors are divided on recent upgrade of Ultratech to High-Conviction O-PF.
  • Some of concerns include inability to take price hikes due to either government scrutiny or competition, slowing government capex and elevated valuations
  • Positive thesis hinges on internal cost savings & cashflow generation, with GST being an enabler for price hikes in medium term
  • Waaree Energies Starts Module Manufacturing Plant
  • 950 MW solar module manufacturing line in Degam, Gujarat commenced operations on September 30, 2025.
  • WAAREE ENERGIES: DGTR IMPOSES ANTI DUMPING DUTIES ON IMPORTS ON ‘SOLAR CELLS WHETHER OR NOT ASSEMBLED IN MODULES OR MADE UP INTO PANELS’ ORIGINATING IN OR EXPORTED FROM CHINA PR
  • MS on Shriram Fin
  • OW, TP Rs 785
  • On potential majority stake sale
  • Co clarified that this is unfounded and it categorically denied any knowledge about such a stake sale
  • F1Q26 asset quality was better than feared. Yet, sentiment is clouded by macro
  • Expect 15% F2025-27e EPS CAGR & F2027e tangible ROE of 16.5%
  • Stock looking attractively valued at 10.7x F2027e P/E & 1.6x tangible P/B
  • Jefferies on EMS Cos
  • AMBER, SYRMA have applied for PCB mfg in Govt Components Scheme.
  • DIXON to foray in Camera, Display Modules.
  • For PCB mfg, est 18-20 M construction & 1x asset turns with 15% OPM upon scale-up
  • Est AMBER's Electronics division to rise to 30%+ of sales by FY28e vs 22% in FY25.
  • PCB is a new foray for SYRMA and could be <5% of sales in FY29e.
  • Est capex of 4 EMS players higher at ~Rs90bn in FY26-28e vs Rs58bn in FY23-25.
  • Jefferies on CMS Info
  • Buy, TP cut to Rs 445
  • Analyst day takeaways,
  • Mgt pointed at softer trends for FY26 & normalisation from FY27.
  • Still, growth in core revenues may be moderate around 12% Cagr over FY25-30e & margins stable.
  • Uptick in ATM network expansion will be key, & in retail cash segment, mgt plans to keep up with aggressive share gains.
  • Tech & payment sol to see stronger growth, & CMS may evaluate M&A prospects
  • Lower EPS by 7-10%
  • JPM on KPIT Tech
  • OW TP cut to Rs 1400 from Rs 1500
  • Stock was down 10% on Sept 30 (do not see any fundamental reason for such a sharp reaction)
  • However, post this fall, stock has caught up with sector’s underperformance
  • Question now is, ‘Is it the time to buy? - would say yes, however for investors to generate returns here will require some patience
  • See FY26 as a washout year for KPIT as expect 1% de-growth on organic basis, however expect growth to rebound to12%/16% growth in FY27/28
  • Cut revenues/EPS by 4-6% over FY26-28E & cut target multiple by 10% to 36x from 40x
  • HDFC LIFE INSURANCE : BOARD MEET ON 15TH OCT 2025 TO CONSIDER FUND RAISE
  • Morgan Stanley Consumer Sector
  • Believe the last 45 days of Q2 may have changed the growth trend versus the first 45 days
  • Across consumer companies with the most negative impact for FMCG companies versus retailer over discretionary companies
  • What's not in our numbers:
  • The possibility of a positive swing in demand post the GST change for discretionary and retail businesses
  • Commentary from FMCG companies (HPC and F&B) could be muted versus market expectations
  • The conversation around competitive intensity and market share changes could be more meaningful starting this quarter in the Paint sector
  • Measures in place to shift growth from being "just incremental" even as Q2 results are likely to still relay the incremental narrative
  • Believe early festivities could favor urban plays and Q3 could turn out to be the best festive season of the past five years
  • L&T TECHNOLOGY SERVICES: SECURES $100 MN MULTI-YEAR DEAL IN SUSTAINABILITY SEGMENT
  • The deal is signed with a US-based industrial equipment manufacturer in the semiconductor value chain.
  • LTTS will set up a Center of Excellence using AI, computer vision and automation.
  • The engagement falls under the company’s sustainability segment focused on digital and AI-led product engineering.
  • DALMIA BHARAT SUGAR: WINS RELIEF IN MINING LEASE LITIGATION
  • Madras High Court quashed government demand for annual compensation on surface rights related to mining lease.
  • ₹79 crore demand for 1966–2017 and ₹41 crore demand for 2017–2024 were set aside.
  • Total relief amounts to ₹120 crore, removing contingent liability.
  • JPM on Dixon Tech
  • OW, TP Rs 19500
  • Stock down 10% in last 3 trading sessions vs Nifty down 1% - don’t see any fundamental reason behind this fall
  • Would recommend investors buy this dip for a high quality earnings compounder over next 3 yrs
  • While growth will be driven by mobiles over FY25-27E, post that believe growth can be supported by non-mobile as it scales up refrigerators, washing machines, IT hardware, telecom and lighting
  • Joker in pack is component manufacturing foray through three entities - JV with HKC, acquisition of Q Tech India, and JV with Chongqing Yuhai - believe street has not fully factored in Ebitda benefits
  • Catalysts for stock over next six months are:
  • 1) government approval on JV with HKC,
  • 2) updates if any on potential renewal of production linked incentive (PLI) scheme for mobiles that is ending in Mar’26
  • Anand Rathi Share and Stock Brokers
  • Guidance to grow topline at 20-25 % with PAT growth of 30-35%
  • SHRIRAM FINANCE: MUFG IN TALKS TO ACQUIRE 20% STAKE FOR ₹23,200 CR
  • MUFG is in discussions to invest ₹23,200 crore ($2.6 billion) for a 20 percent stake in Shriram Finance.
  • The deal is planned through primary issuance, providing fresh capital infusion.
  • MUFG may consider increasing its stake beyond 20 percent in the future.
  • HAL, ADANI ENTERPRISES, BHARAT FORGE, L&T: BIDS SUBMITTED FOR AMCA, INDIA’S LARGEST MILITARY R&D PROJECT
  • Seven Indian firms including HAL, L&T, Adani Defence, Tata Advanced Systems and Kalyani Strategic Systems have submitted bids.
  • The AMCA programme is focused on developing a multirole combat aircraft to strengthen indigenous defence capability.
  • A panel led by ex-DRDO scientist A. Sivathanu Pillai will evaluate technical and commercial bids.
  • FMCG, VARUN BEVERAGES, WHITE GOODS: Q3 SALES DROP 5–25% AMID DEMAND WEAKNESS
  • Large grocery packs, soft drinks and electronics reported a 5–25% sales decline in Q3.
  • Consumers deferred purchases in anticipation of lower GST rates.
  • Unseasonal rains and inflation further pressured demand, though recovery is expected in coming quarters.
  • LODHA, GODREJ PROPERTIES, SUNTECK: MUMBAI PROPERTY REGISTRATIONS JUMP 32% IN SEPTEMBER
  • Registrations rose on strong festival demand in the city’s real estate market.
  • Stamp duty collections increased 47% year-on-year to ₹1,292 crore.
  • PVR INOX: CCI ORDERS PROBE INTO FAIR TRADE BREACH
  • CCI has launched an investigation after producers complained against PVR INOX.
  • Allegations include charging unfair digital cinema equipment fees despite completion of digital transition.
  • The Director General has been asked to submit the report within 90 days.
  • Waaree Energies Guidance for 50-60% Growth in FY26 in terms of EBITDA
  • https://x.com/BeatTheStreet10/status/1964671252750119305?t=70opxZQ_fvXfJUALtWSjzg&s=19
  • SML ISUZU SEPT SALES ; TOTAL SALES DOWN 10 % TO 950 YOY
  • SML ISUZU SEPT SALES ; CARGO SALES DOWN 9 % TO 370 UNITS YOY
  • PASSENGER VEHICLES (PV ) SALES DOWN 10 % TO 580 YOY
  • RATEGAIN ; BOARD MEET ON 4 OCT TO CONSIDER FUND RAISING
  • NOTE ; CO ANNOUNCED ACQUISITION OF SOJERN
  • ADANI GREEN: COMMISSIONS 112.5 MW RENEWABLE PROJECTS AT KHAVDA
  • The company has operationalized 87.5 MW solar and 25 MW hybrid projects in Khavda, Gujarat.
  • With this addition, Adani Green’s total operational capacity stands at 16,598.6 MW.
  • The projects commenced power generation from September 30, 2025.
  • GAIL: INDIA DRAFTS HYDROGEN TRANSPORT AND BLENDING RULES
  • Draft regulation is being prepared for transporting hydrogen via pipelines and blending with natural gas.
  • The move aims to make India’s gas pipeline network ready for future hydrogen integration.
  • It supports development of a large-scale green hydrogen ecosystem in the country.
  • CMS INFO GUIDANCE
  • Revenue Guidance
  • FY25 at ~ ₹2,180 Cr
  • FY30 at ~ ₹3750-3950 Cr
  • FY30 at ~ ₹4,500 - 4,750 Cr (Includes inorganic growth)
  • GOLDMAN SACHS ON IT
  • Margins: EBIT margins to expand QoQ; biggest gains HCL (+120bps) & Wipro (+90bps)
  • EBIT growth: Sector +6% YoY; TechM best, HCL & Wipro weakest
  • Overall view: 2Q results expected uneventful; risk of de-rating if Gen-Al or macro headwinds persist
  • Stock stance
  • Sell - TechM (TP 1,380 vs 1,500), Wipro (TP ₹232 vs ₹254)
  • Neutral - Infosys (TP 1,570 vs 1,660),
  • HCL (TP 1,530 vs 5900 ₹1,670),
  • LTIM (TP ₹4,940 vs ₹4,780)
  • Buy - TCS (TP ₹3,310 vs ₹3,870)
  • Demand environment largely unchanged; CY26 growth visibility remains weak, discretionary spend yet to pick up
  • FY26E revenue growth lowered to 0.9% YoY (vs 1.1% earlier, +3.2% in FY25); FY27E cut to 5.5% YoY (vs 6.1%)
  • Headwinds: Macro/policy uncertainty, visa changes, outsourcing hurdles, Gen-Al risk
  • Sector trades at ~20x forward P/E, below 5Y avg, near 10Y avg; still 40-50% premium vs US/EU peers
  • 2QFY26 outlook: Revenue growth +1.3% QoQ, flat YoY;
  • Astrongest growth LTIM (+3.1%), Infosys (+2%), Wipro weak (+0.4%); positive cross-currency impact
  • Guidance changes expected: Infosys bottom end 2-3%; HCL 3.5-5%.
  • The RBI's MPC meeting (Sept 29–Oct 1, 2025) will announce its rate decision today, October 1, at 10:00 AM IST.
  • The repo rate, currently 5.50%, is likely to remain unchanged due to strong GDP growth (7.8% Q1 FY26) and low inflation (2.1% June).
  • A 25 bps cut to 5.25% is possible but less likely. The stance is expected to stay neutral.
  • ETERNAL : LARGE TRADE
  • 82 Lk Shares Change Hands In A Pre-Market Large Trade
  • Sambhv Steel Tubes reduces its Debt by 90% following the IPO
  • Sambhv used to pay a quarterly interest of 16 crore on 500 cr of Debt
  • Expect quarterly interest savings of close to 10 crore from Q2FY26, which is significant considering 20-30 cr existing PAT run rate
  • BAJAJ AUTO: SEPT 2025 SALES UP 9% YOY LED BY EXPORTS
  • 2-wheeler sales stood at 4,30,853 units (+8% YoY) with domestic at 2,73,188 (+5%) and exports at 1,57,665 (+12%).
  • Commercial vehicle sales reached 79,651 units (+15% YoY) with domestic at 52,064 (-1%) and exports at 27,587 (+67%).
  • Total sales for September were 5,10,504 units (+9% YoY) and YTD Apr–Sep sales at 24.05 lakh units (+4% YoY).
  • BAJAJ AUTO SEPT ;TOTAL SALES UP 9 % TO 5.10 LKH UNITS YOY
  • WOCKHARDT: SUBMITS NDA TO US FDA FOR NOVEL ANTIBIOTIC ZIDEBACTAM-CEFEPIME (ZAYNICH™)
  • The company filed the first-ever NDA to US FDA for a drug fully discovered and developed by an Indian pharma.
  • Zidebactam-Cefepime targets complicated urinary tract infections including pyelonephritis caused by MDR Gram-negative bacteria.
  • The submission is supported by 9 Phase I studies, 1 Phase II (India), and a global Phase III trial across 64 sites.
  • The drug has received Fast Track and QIDP designations from the US FDA for faster review and exclusivity benefits.
  • BIOCON BIOLOGICS: GETS U.S. MARKET ENTRY FOR DENOSUMAB BIOSIMILARS BOSAYA™ & AUKELSO
  • Settlement with Amgen allows commercialization in the U.S. from October 1, 2025.
  • The products target osteoporosis and cancer-related bone conditions, strengthening the company’s oncology and bone health portfolio.
  • Both drugs received FDA approval in September 2025 with provisional interchangeability designation.
  • The U.S. market includes ~10 million adults with osteoporosis and 330,000 patients with bone metastases annually.
  • Goldman SACS Expects IT Demand Environment remain Unchanged , Cuts Target Price
  • ESCORTS KUBOTA: TRACTOR SALES HIT RECORD HIGH WHILE CE BUSINESS DECLINES
  • Tractor sales reached 18,267 units in September 2025, up 47.6% YoY, the company’s highest-ever monthly sales.
  • Domestic tractor sales stood at 17,803 units (+48.5% YoY) and exports at 464 units (+17.5% YoY).
  • Construction equipment sales fell to 413 machines (-19% YoY) due to monsoon disruptions and project delays.
  • H1 FY26 tractor volumes rose 14.4% YoY (64,458 units) while CE volumes declined 20.7% YoY.
  • MAHINDRA, VST TILLER ; ESCORTS REPORTS HIGHEST EVER MONTHLY SALES IN SEPT MONTH
  • SALES UP 48 % YOY
Panchkarma