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Paras Defence & Space Technologies has secured an order valued at $3.8 million.

Siddhartha Khemka, Head-Research, Wealth Management at Motilal Oswal Financial Services, on Tata Motors: “We have been a bit underweight quite some time. Since the last two quarters, we have downgraded the stock to neutral. And what we see is that JLR continue to face several headwinds, tariff wars, US depreciation versus some of the other currencies, and uncertainty over the EV transition. I think all those things continue. On top of it, the strong competition from some of these Chinese players in other regions so we believe that near-term earnings could remain under pressure. We have cut our FY26 estimates in the last two quarters. And we believe that given the multiple headwinds, we continue to remain underweight on Tata Motors, best avoided in the current environment.”

Rupee opens at 88.69/$ vs Thursday’s close of 88.67/$

L&T Technology has partnered with Siemens to drive AI-based transformation in process engineering and smart manufacturing.

Shares of Sun Pharmaceutical Industries, India’s largest drug maker, will be under the spotlight on Friday, September 26, following US President Donald Trump’s announcement of a 100% tariff on branded and patented drugs imported into the US, effective October 1.

Read Full Article#StocksToWatch | Here’s a list of stocks that are in focus going into trade today????

????Ventive: Proposes to acquire a 76% stake in Soham Leisure for an EV of approx ₹320 cr

Here’s more???? pic.twitter.com/rjI3luCyzm

— CNBC-TV18 (@CNBCTV18Live) September 26, 2025

US tariffs on branded pharmaceutical products may impact Sun Pharma and Wockhardt. Around 20% of Sun Pharma’s FY25 revenue came from speciality products, with 70–80% of that from the US.

The “branded” category may include some biosimilars, putting Biocon at potential risk, according to Aditya Khemka of InCred Asset Management.

Vodafone Idea shares are under the spotlight on Friday, September 26, as the Supreme Court is scheduled to hear the telecom company’s plea against the Centre’s AGR demand.

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Silver In Focus 

Silver in 2025 : $ per ounce

Precious metals in 2025:

India restricts Silver Jewellery imports  : With following HSN  codes 

71131141

71131149

India imports of silver Jew from Thailand : April -July

2024 : 87.6 tons

2025 : 361.8 tons

Citi on Nuvama

Here’s how the global market cues are placed this morning

UBS On APL Apollo Tubes

Citi On ICICI BK

Aditya Khemka of Incred Asset Management 

SUN PHARMA 

SUN PHARMA in Focus

Other stocks – DRL, Lupin, Torrent, Glenmark

Generic pharma stocks not impacted by news

Pharma stocks are likely to be under pressure due to the fear of further steps on pharma by the Trump Administration

CLSA on Asian Paints

Seshaasai Technologies will finalise the allotment of its ₹813.07-crore IPO on Friday, September 26.

The IPO, which opened on September 23 and closed on September 25, included a fresh issue of 1.13 crore shares worth ₹480 crore and an offer-for-sale of 79 lakh shares totalling ₹333.07 crore.

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Indian pharmaceutical firms, including Sun Pharma, Aurobindo Pharma, Gland Pharma, Lupin, and Cipla, will be under the spotlight on Friday, September 26, following US President Donald Trump’s announcement of 100% tariffs on branded and patented drugs, effective from October 1.

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CITI on IT

Anand Rathi Share & Stock Brokers is set to finalise the allotment of its ₹745 crore IPO on Thursday, September 26.

The book-built issue includes a fresh offer of 1.80 crore shares, with bidding open from September 23 to September 25.

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Nomura on Titan

Nomura on HAL

Morgan Stanley on HAL

Ather Energy

The US economy expanded more quickly than initially estimated in Q2, with revised figures highlighting its resilience despite challenges from trade policies and slowing global growth.

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Supreme Petrochem has commissioned an Acrylonitrile Butadiene Styrene (ABS) project with a capacity of 70,000 tonne per annum (TPA) at its Maharashtra plant.

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Mahindra and Mahindra (M&M) is set to release its results for the July to September quarter of 2025 (Q2FY26) on November 4.

TRADE SET UP

Cash flows on Sep 25, 2025

FII Net Sell ₹4,995 Cr

DII Net Buy ₹5,103 Cr

FIIs IN INDEX FUTURES

Contracts Change in OI Positioning

Longs              +3,894         16%

Shorts            +6481         84%

FII Writing Index Options (contracts)

Calls +102342

Puts +69860

OPTION CUES

Nifty PCR at 0.68 Vs 0.87

NIFTY OPTIONS (Sep 30)

Strike Change in OI Premium

25000 call +115.2 lk shares 80

24900 put +25.8 lk shares 67

Nifty levels

Support 24800

Resistance 25100

Nifty Bank with 20 DMA

Margin Trading Funding

23-Sep-2025 98220cr

Source: NSE

F&O BAN:

OUT OF BAN: HFCL

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