Markets Eye Pause as Nifty's Winning Streak Meets Fed Hurdle

By siliconindia | Monday, 15 September 2025, 03:59 Hrs

Nifty50 may pause after 8-day rally as focus shifts to US Fed meeting (Sept 16-17) and India’s August inflation data.
Adani Power’s Bihar pact, Tata Tech’s Germany buyout, Apollo Hospitals’ big healthcare investment.
Asian markets trade lower; GIFT Nifty hints at cautious but slightly positive opening.

After eight consecutive strong sessions, the Indian stock market looks set for a cautious start today. The Nifty50, which has been on its longest winning streak in over a year, may finally take a breather as investors shift their attention to the US Federal Reserve’s upcoming policy meeting scheduled for September 16-17.

Early indicators reflected mixed sentiment. At 7:40 AM, GIFT Nifty was trading 32 points lower at 25,172, suggesting a weak opening. However, by 8:24 AM, it had reversed losses and was trading 17 points higher at 25,176, hinting at a slightly positive start.

Across Asia, most markets opened lower despite the MSCI Asia Pacific index hovering close to record highs. South Korea’s Kospi slipped 0.3% while Australia’s ASX 200 shed 0.22%. Japan’s markets remain shut today due to a national holiday.

Back home, market participants are awaiting the release of wholesale inflation data for August as well as fresh manufacturing output numbers. These figures are expected to give investors better cues on the domestic economy. On Friday, the Sensex had closed 356 points higher, while the Nifty gained 0.4% to end at 25,114.

Stocks to Watch Today

Adani Power

Adani Power signed a 25-year Power Supply Agreement with Bihar State Power Generation Company to provide 2,400 MW electricity from its upcoming ultra-supercritical plant at Pirpainti, Bihar.

Tata Technologies

Through its Singapore arm, Tata Technologies has inked an agreement to fully acquire Germany-based ES-Tec Group for EUR 75 million. The deal is expected to be completed by December 2026.

Pharmaceuticals & Healthcare

Dr Reddy’s Laboratories: The USFDA completed a Pre-Approval Inspection at its Bachupally biologics unit and issued a Form 483 with five observations.
Alembic Pharmaceuticals: The company received Establishment Inspection Reports (EIR) for its API-I and API-II plants in Panelav, successfully closing earlier inspections.
Apollo Hospitals Enterprises: The healthcare major will acquire 30.58% stake in Apollo Health and Lifestyle for Rs 1,254 crore and invest another Rs 573 crore in a proton therapy oncology facility in Gurugram.

Engineering & Infrastructure

Engineers India: Won a Rs 618 crore contract for Project Management Consultancy and EPCM services for a fertilizer plant in Africa.
Texmaco Rail & Engineering: Bagged a Rs 129.09 crore order from Rail Vikas Nigam for traction equipment at Yavatmal-Digras.
Diamond Power Infrastructure: Received Letter of Intent for a Rs 236.7 crore supply contract from Adani Energy Solutions for its Jamnagar project.
Ceigall India: Emerged as the lowest bidder for a Rs 509.2 crore GMADA road project at Aerotropolis, SAS Nagar.
RailTel Corporation of India: Secured a Rs 209.78 crore order from Bihar Education Project Council under the PM SHRI scheme.

Renewable Energy & Pumps

Shakti Pumps India: Won a second order worth Rs 374.41 crore from Maharashtra State Electricity Distribution Company for off-grid solar water pumps, taking its total order book with MSEDCL to Rs 616.30 crore.

Financial Services & Investments

ICICI Bank: Received RBI approval to raise its stake in ICICI Prudential Asset Management by up to 2%.
Ugro Capital: The board will meet on September 17 to consider raising funds through NCDs via private placement.
CDSL: SEBI has approved the re-appointment of Rajeshree Sabnavis as Public Interest Director for three years from November 29, 2025.

Also Read: Big Deals, Global Ties & Infra Push Define the Week for India Inc

Other Notable Stocks

BPL: Approved plans to raise up to Rs 100 crore from related parties for urgent operational needs, subject to shareholder nod.
Greaves Cotton: Will invest Rs 22 crore in Greaves Finance Ltd. via a rights issue.
Nitco: Secured tile and marble orders worth Rs 19.44 crore from Prestige Estates and Lodha Group.
DCX Systems: Signed a non-binding MoU with Tamil Nadu government to set up a defence manufacturing unit in Hosur.
Vedanta (Talwandi Sabo Power): Signed a Settlement Agreement with SEPCO to resolve disputes over its 3×660 MW thermal power project.
Steel Strips Wheels: CFO Naveen Sorot has resigned, effective September 12, due to relocation.
Info Edge India: Received a whistle-blower complaint alleging policy violations; an independent probe is underway.
Samvardhana Motherson International: Formed a joint venture with Taiwan’s Macauto Industrial Co. under a new subsidiary, Motherson Macauto Solutions.
GMR Airports: Reported a 3.5% year-on-year decline in passenger traffic in August to 93.49 lakh, with domestic traffic flat and international rising 2.8%.