Nifty 50 started at 24,980.75, up 265.70 points (1.08%) from its previous close of 24,715.05. Bank Nifty opened at 54,379.60, gaining 312.00 points (0.58%) over its previous close of 54,067.55. Meanwhile, the Sensex surged 888.96 points (1.10%) to open at 81,456.67 compared to its prior close of 80,567.71. Gift Nifty is trading at 25,008, indicating positive momentum.
Global index as on 4 September 2025
- Dow 30: Closed at 45,271.20, slipping 24.58 points (-0.05%), showing minor weakness.
- S&P 500: Ended at 6,448.26, up 32.72 points (+0.51%), reflecting steady gains.
- NASDAQ: Climbed to 21,497.70, advancing 218.10 points (+1.03%), leading the rally.
- FTSE 100: Settled at 9,177.99, gaining 61.30 points (+0.67%), indicating positive momentum.
- DAX: Finished at 23,594.80, up 107.47 points (+0.46%), continuing its upward move.
- Nikkei 225: Gained to 42,456.16, increasing 517.27 points (1.23%).
Commodities Update
- Gold: Currently trading at Rs. 10,698 per gram.
- Silver: Up by Rs. 0.10, now at Rs. 127.10 per gram.
- Crude Oil: Prices have fallen by 0.07%, reaching 67.105, compared to the previous close of 67.15305.
Global events/updates
India’s revised GST rates will take effect from September 22, 2025, introducing a simplified structure with four slabs: 0% (exempt), 5%, 18%, and 40% for sin and luxury goods. The 12% and 28% slabs have been removed, with the majority of goods and services now falling under either 5% or 18%, while tobacco and select luxury items continue to attract higher taxation.
Key GST Rate Changes
- Daily essentials and many FMCG products now attract 5% GST, down from 12% or 18%. This includes hair oil, toilet soaps, shampoos, toothbrushes, bicycles, packaged foods like namkeen, bhujiya, sauces, pasta, cornflakes, butter, and ghee.
- Basic food items such as milk, paneer, bread, curd, and fresh vegetables are fully exempt (0% GST).
- Healthcare is more affordable: 33 life-saving medicines are now exempt from GST, whereas earlier they attracted 12% tax. Spectacles and goggles have dropped from 28% to 5% GST.
- Services: All life and health insurance premiums are now GST exempt from September 22.
High Tax Slab (40%)
- A special 40% GST slab is introduced for luxury and “sin” goods.
- Items taxed at 40%: aerated/caffeinated drinks, carbonated beverages, motorcycles above 350cc, helicopters, and yachts.
- Pan masala, gutka, cigarettes, beedi, and other tobacco products remain at 28% plus cess until all compensation payments are settled.
Uniform 18% Slab
- Most goods and services that previously attracted 12% and 18% are migrated to 18%. For example, auto parts, capital goods, electronics, toothpaste, and soap.
Uniform 5% Slab
- Many items earlier pegged at 12% or some at 18%, such as processed food, packaged foods, and select household essentials, now attract 5% GST.
All these changes come into force from September 22, 2025, except for Tobacco & related products.
Results Today
The quarterly earnings for BlueStone Jewellery and Lifestyle, Valecha Engineering, 3B Films, Laser Diamonds, SGL Resources, and Transpact Enterprises are scheduled to be announced on September 4.
Stocks to watch
- Muthoot Finance: Approved the settlement of its $600 million senior secured notes maturing in 2030.
- Swiggy: Increased its platform fee on food delivery orders from Rs. 12 to Rs. 15.
- Aptus Value Housing Finance: Westbridge plans to sell its entire 16.5% stake (82.3 million shares) via a block deal at Rs. 316 per share, which is about a 5% discount to the current market price.
- Ester Industries: Its joint venture has acquired land in Gujarat to set up India’s first Infinite Loop manufacturing facility.
- Campus Activewear: Acquired the land and building of Nainipani Industries in Uttarakhand for Rs. 74.75 crore to expand capacity for semi-finished goods and footwear assembly.
- BHEL: Received a Letter of Intent worth Rs. 2,600 crore from MB Power (Madhya Pradesh) Ltd. for the supply of Boiler, Turbine, and Generator for the 1×800 MW Anuppur Power Project.
- Shoppers Stop: Its subsidiary approved the transfer of its entire stake in Pahadi Goodness Pvt. Ltd. for a consideration of at least Rs. 3 crore.
- Bajaj Hindusthan: The company’s trust sold 3.11 crore equity shares for about Rs. 67.84 crore to reduce outstanding loans.
- Poly Medicure: Through its arm RisoR Holdings B.V. (Netherlands), it is acquiring a 90% stake in PendraCare Group for Rs. 188.5 crore, strengthening its presence in the European medical devices market.
- RailTel: Secured a Rs. 14.94 crore work order for IP-based CCTV surveillance at the Ministry of Home Affairs.
- Steel Exchange India: Expanding into integrated logistics, with plans for acquisition, leasing, pooling of land, and development of residential, commercial, and public infrastructure projects.
- UCO Bank: Secured RBI approval to set up an IFSC Banking Unit in GIFT City, Gandhinagar.
- Religare Enterprises: Received in-principle approval to issue warrants worth up to Rs. 1,500 crore at Rs. 235 each, translating into 6.3 crore convertible warrants.
- Prestige Estates: Subsidiary served with a GST show cause notice demanding Rs. 160 crore for alleged non-payment, short payment, and non-reversal of ITC between Feb 2020 – Mar 2024.
- Sammaan Capital: Approved fund-raising of up to Rs. 10,000 crore via bonds/ECBs and an additional Rs. 30,000 crore through bonds/NCBs.
- Can Fin Homes: Cleared the issuance of NCDs worth up to Rs. 10,000 crore via private placement.
- IIFL Finance: Approved raising Rs. 250 crore through NCDs on a private placement basis.
- Suraj Estate: To raise up to Rs. 500 crore via issue of equity shares or other securities.
- Force Motors: Reported a 4.5% YoY sales growth to 2,403 units, led by a 6.6% rise in domestic sales (2,295 units), while exports declined 26% to 108 units.
- SW Solar: Faced a Rs. 40 crore tax demand in South Africa.
- GHV Infra: Received an LOI worth Rs. 120 crore for redevelopment of a Southeastern Railway station in Jharkhand.
- Redington: Partnered with CrowdStrike to distribute its AI-native Falcon cybersecurity platform across India, expanding offerings to customers and partners.
- Tata Motors & Mahindra & Mahindra: The Delhi High Court directed authorities to release pending EV subsidies to customers without procedural delays.
- Exide, Amara Raja, Gravita India: The Cabinet approved a Rs. 1,500 crore incentive scheme for critical and rare earth minerals, effective FY2025-26 to FY2030-31, covering e-waste recycling, lithium-ion scrap, and catalytic converters from end-of-life vehicles.
Bulk Deals
Aditya Vision
Promoter Yashovardhan Sinha offloaded 32.6 lakh shares in two tranches (a total of 5% stake) at Rs. 460.37 and Rs. 461.04 per share. As of June 2025, promoter holding stood at 53.23%. On the buying side, Axis Mutual Fund picked up 14 lakh shares (1.09% stake) at Rs. 459.70, while Motilal Oswal Mutual Fund acquired 8.6 lakh shares (0.67% stake) at Rs. 460.
Net Avenue Technologies
Somani Ventures and Innovations purchased 2 lakh shares at Rs. 4 per share, whereas Inventus Capital Partners (Mauritius) sold 2.32 lakh shares at the same price.
Vikran Engineering
State Bank of India (SBI) divested 16,36,842 shares, representing a 0.63% stake, at Rs. 99.42 per share in the EPC services firm.
Prozone Realty
Promoter entity Apax Trust bought 18 lakh shares (1.17% stake) at Rs. 41 per share. At the same time, Sarita Jain sold 18,11,395 shares (1.18% stake) at Rs. 41.02 per share.
Stock Trades Ex-Buyback
- Bajaj Consumer Care
Stocks Trade Ex-Dividend
- NTPC
- Oil India
- Oil and Natural Gas Corporation
- Kalyan Jewellers India
- Allied Digital Services
- Nahar Polyfilms
- Nahar Spinning Mills
- National Plastic Technologies
- New India Assurance Company
- BMW Industries
- Chemfab Alkalis
- Entertainment Network (India)
- Finolex Cables
- Finolex Industries
- General Insurance Corporation of India
- Indoco Remedies
- Indsil Hydro Power and Manganese
- Time Technoplast
- Tinna Rubber and Infrastructure
- Transrail Lighting
- Mazda
- Mach Conferences And Events
- Metro Brands
- Nahar Capital and Financial Services
- Suprajit Engineering
- Supriya Lifescience
- Surya Roshni
- Universal Cables
- Vindhya Telelink
- RBL Bank
- Perfectpac
- POCL Enterprises
- Prince Pipes and Fittings
- Savera Industries
- Shipping Corporation of India
- Shipping Corporation of India Land and Assets
- Sirca Paints India
- SNL Bearings
- Themis Medicare
- TVS Srichakra
- Uni Abex Alloy Products
Migration from SME to Mainboard Platform
- Gretex Corporate Services
- FII (Foreign Institutional Investors) and DII (Domestic Institutional Investors) activity in the Indian markets, along with FII positions in derivatives:
Cash Market Activity
- FII cash market: Net sellers with an outflow of Rs. 1,666.46 crore.
- DII cash market: Net buyers with an inflow of Rs. 2,495.33 crore, providing strong domestic support.
FIIs in Derivatives
- FII Index Futures: Sold Rs. 435.79 crore, indicating bearish bets on indices.
- FII Stock Futures: Sold Rs. 2,084.48 crore, showing weakness in stock-specific positions.
- FII Index Options: Heavy selling of Rs. 19,323.48 crore, reflecting aggressive unwinding or hedging.
- FII Stock Options: Sold Rs. 267.74 crore, suggesting mild bearish sentiment.
Written by Manideep
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