Stock to watch on 1 September 2025: Torrent Power, Adani Power, NHPC, BHEL, Aurobindo Pharma in Focus
Indian stock markets are set to open positively on Monday, with several companies making headlines due to major announcements, corporate actions, and quarterly earnings. Investors will closely track movements in Torrent Power, Adani Power, NHPC, BHEL, Aurobindo Pharma, Pavna Industries, and others, as fresh developments may significantly influence market sentiment.
Power & Infrastructure: Big Contracts Fuel Growth
- Torrent Power surged into focus after securing a Letter of Award (LoA) to build a 1,600 MW coal-based power plant in Madhya Pradesh. This marks Torrent’s largest investment in the sector to date, boosting investor confidence.
- Adani Power also made headlines with a contract to supply electricity from its 800 MW thermal project in Madhya Pradesh, strengthening its market position in India’s energy sector.
- NCC Limited reported new government orders worth ₹788.34 crore in the water division, underlining its expanding infrastructure portfolio.
Manufacturing & Technology Updates
- BHEL signed a licensing agreement with DRDO to manufacture fused silica radar domes, a move expected to enhance India’s defense and indigenous manufacturing capabilities.
- Aurobindo Pharma confirmed that the US FDA inspection at one of its subsidiaries resulted only in procedural observations, with no data integrity concerns. The update has kept investor sentiment cautiously optimistic.
Financial Moves & Corporate Actions
- NHPC Limited approved a revised borrowing plan of ₹10,000 crore for FY26, to be raised via loans, bonds, and other funding avenues.
- Sterlite Technologies faced a setback as its US subsidiary was directed to pay $96.5 million in a legal case, which may weigh on its stock.
- Pavna Industries initiated a 1-for-10 stock split, with the record date falling on 1 September 2025.
Also Read :- Upcoming IPOs in September 2025: Key Dates, Price Bands & Listing Plans for 7 New Issues
Earnings to Watch
Companies such as Highway Infrastructure, Brightcom Group, Valencia India, and Vivanta Industries are scheduled to release quarterly results today, making them potential movers in the session.
Market Outlook: Positive Start Expected
Analysts expect Sensex and Nifty 50 to open on a strong note, tracking global cues and supported by India’s positive GDP growth outlook and US inflation trends. Updates from Reliance Industries’ AGM, Tata Capital’s IPO, and Ather Energy’s expansion plans will also shape overall market momentum.
