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Weekly Market Review & Top Stocks In Focus For The Week Ended 26th Sep’25

Posted on 2025 年 9 月 26 日 by admin

Nifty index opened negative and cascaded southwards throughout the day, breaking all immediate support levels. The index has been making lower highs and lower lows over the last six sessions, wiping off nearly 820 points during this period. It formed a bearish candle on the daily frame and closed with losses of around 240 points. On the weekly scale, it also formed a bearish candle, breaking the winning streak of the last three weeks.

Currently, as long as the index holds below the 24,700 zone, weakness could be seen towards 24,550 and then 24,442 zones, while hurdles have shifted lower to 24,700 and then 24,850 levels.

**Option Front Highlights:**

– Maximum Call Open Interest (OI) is at 25,000 and 24,800 strikes.
– Maximum Put OI is at 24,500 and 24,600 strikes.
– Call writing has been observed at 24,800 and 24,900 strikes.
– Put writing is seen at 24,500 and 24,650 strikes.

Option data suggests a broader trading range between 24,200 to 25,000 zones, with an immediate range between 24,500 to 24,900 levels.

—

The S&P BSE Sensex opened negatively and extended its decline towards the 80,700 zone in the first half of the session. It then traded sideways within a narrow 200-point band before fresh selling pressure in the second half dragged the index further down.

On the daily chart, the Sensex has been forming lower highs and lower lows for the last six sessions, signaling persistent weakness. On the weekly chart, it formed a bearish candle reflecting sustained selling pressure at higher levels. The index eventually closed with sharp losses of around 730 points.

As long as it remains below the 80,600 zone, weakness can extend towards 80,100 and then 79,800, while hurdles have shifted lower to 80,600 and 80,900 zones.

—

Bank Nifty opened on a negative note and remained under selling pressure for most of the session, correcting towards the 54,300 zone. It formed a large bearish candle on the daily scale, with lower highs intact from the last six sessions. On the weekly scale, the bearish candle reflects that bears are holding a tight grip at higher zones, negating the formation of higher lows seen in the previous three weeks.

Now, as long as Bank Nifty holds below the 54,500 zone, weakness could extend towards 54,000 and then 53,750 levels. On the upside, hurdles are expected at 54,500 and 54,750 zones.

—

Nifty futures closed negative with losses of 1.07% at the 24,700 level.

**Stocks with Positive Setup:** Larsen & Toubro, AU Bank, Ashok Leyland, Eicher Motors, Maruti, TVS Motor, and Samman Capital.

**Stocks Showing Weakness:** HFCL, Biocon, PG Electroplast, IndusInd Bank, Zydus Life, OFSS, United Spirits, Syngene International, HUDCO, Naukri, and UPL.

**Sectors in Focus:** IT, Pharma, and Realty remained in focus during the week.

—

### Stocks That Remained in Focus During The Week

**Brigade Enterprises:**
Brigade Group has signed a Joint Development Agreement to develop a residential project in Banashankari, 5th Stage, South Bengaluru. The project spans 7.5 acres and is set to deliver thoughtfully designed, high-quality residential spaces. With a gross development value (GDV) of approximately Rs 1,200 crore, this project reinforces Brigade’s commitment to creating premium urban living experiences in Bengaluru’s high-growth corridors.

**KEC International:**
KEC International Ltd. has secured new orders worth Rs 3,243 crore for Transmission & Distribution projects, including 400 kV transmission lines in the United Arab Emirates (UAE) and supply of towers, hardware, and poles in the Americas. This order strengthens KEC’s foothold in the Middle East and significantly expands its international T&D order book. The Middle East continues to be a strategic growth driver, as reflected by this and earlier orders. With these contracts, the year-to-date (YTD) order intake stands at approximately Rs 11,700 crore.

**Dr. Reddy’s Laboratories:**
Dr. Reddy’s Laboratories and its subsidiaries announced that the European Medicines Agency’s (EMA) Committee for Medicinal Products for Human Use (CHMP) has given a positive opinion recommending marketing authorization for AVT03, a biosimilar of Prolia® and Xgeva®. Prolia® is used for treating osteoporosis and bone loss due to menopause, prostate cancer therapy, or long-term glucocorticoid use. Xgeva® prevents bone complications in advanced cancer and treats giant cell tumor of bone in adults and adolescents. This approval paves the way for AVT03’s launch in European markets.

**Ceinsys Tech:**
Ceinsys Tech Limited has received a Letter of Award (LoA) from Mumbai Metropolitan Region Development Authority (MMRDA) for the upgradation and procurement of ESRI ArcGIS Software Products Enterprise Agreement for Rs 15.95 crore, excluding GST. The order covers four years and includes license delivery and operation & maintenance (O&M) support for 16 quarters post-license activation.

**Dilip Buildcon:**
Through its DBL-PSP Joint Venture, Dilip Buildcon has been declared the L-1 bidder for a tender floated by the Kerala Industrial Corridor Development Corporation Limited. The engineering, procurement, and construction (EPC) contract is worth Rs 1,115.37 crore with a 42-month completion timeline. The project involves the design, construction, testing, commissioning, and operation & maintenance of infrastructure works at Pudussery Central & Kannambra of Palakkad Node in Kerala, extending the Chennai-Bengaluru Industrial Corridor (CBIC) to Kochi via Coimbatore.

**Waaree Energies:**
Waaree Energies Limited has invested Rs 300 crore to establish a 3.5 GWh Lithium-Ion Advanced Chemistry Storage Cell manufacturing plant via Waaree Energy Storage Solutions Private Limited, a wholly-owned subsidiary, through a rights issue.

**Gujarat Pipavav Port:**
Gujarat Pipavav Port received a letter dated 24th September 2025 from ONGC, awarding a five-year contract starting from 1st October 2025 for hiring the port and storage facilities. Under this arrangement, the company will provide marine support and storage within the port premises as ONGC establishes its offshore supply base at Pipavav Port.

**Quality Power:**
Mehru Electrical and Mechanical Engineers Pvt. Ltd., a material subsidiary of Quality Power Electrical Equipments Limited, has signed a landmark Co-Development Agreement with Hyosung T&D India Pvt. Ltd. The collaboration focuses on designing and manufacturing gas-insulated switchgear (GIS) instrument transformers.

**RITES:**
RITES has received a letter of award from Talis Logistics, South Africa, for the supply and commissioning of overhauled in-service Cape Gauge ALCO Diesel Electric Locomotives. Delivery is expected within 6 to 8 months of receiving the advance. The order size is USD 18 million (CIF).

**Tata Motors:**
Jaguar Land Rover (JLR), a unit of Tata Motors, began restoring its digital systems on September 25 following a $2.44 billion cyberattack. The hack, reportedly by a group called “Scattered Lapsus$ Hunters,” disrupted global production, sales, and logistics. The company confirmed that core systems are gradually coming back online, enabling a controlled, phased restart of operations.

“Sections of our digital estate are now up and running, and the foundational work of our recovery programme is firmly underway,” a spokesperson added.

—

*File Images Used*
https://www.freepressjournal.in/business/weekly-market-review-top-stocks-in-focus-for-the-week-ended-26th-sep25

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