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🌹🇮🇳India Daybook Stocks in News

Maharashtra Seamless: Company announced an order from ONGC Ltd. for seamless pipes, valued at approximately Rs 217 Cr. (Positive)

Marsons: Company Receives Purchase Order worth Rs 134.6 million. (Positive)

Bharti Airtel: Airtel Net Adds 12.5 Lk Users in Oct Vs 4.4 Lk Added in Sep. (Positive)

Waaree Energies Ltd: Company has secured a new order to supply 140MW of solar modules. (Positive)

Arvind SmartSpaces: Company adds a new premium residential high-rise project in Ahmedabad with a top-line potential of Rs 400 cr. (Positive)

NTPC: NCLT approves Resolution Plan submitted by Consortium of NTPC & MAHAGENCO in CIRP of Sinnar Thermal Power (Positive)

Avenue Supermarts Ltd: Company has opened a new store in YSR Kadapa, Andhra Pradesh. This brings their total store count to 439 as of November 28, 2025. (Positive)

NCC: Company gets 3 orders worth Rs 530.7 crore (Positive)

Ashok Leyland: Ashok Leyland UAE LLC, a wholly owned subsidiary of Ashok Leyland Ltd, has incorporated a wholly owned subsidiary in Saudi Arabia named 'Ashok Leyland Saudi Company'. (Positive)

Metal stocks: Silver, Copper Hit Records as Trading Turmoil Exacerbates Moves (Positive)

Adani Enterprises: Company plans to invest up to $5 bn in Google’s AI hub in Visakhapatnam, says Group CFO Jugeshinder Singh. (Positive)

Natco Pharma: Company said that expanding in emerging markets loke Brazil, Canada, Southeast Asia. (Positive)

Tega Industries: Company enters a definitive agreement to acquire Molycop for ~$1.45B. (Positive)

Leela Palaces: Company has incorporated 'Leela Luxe Hotels & Resorts Private Limited' as a wholly owned subsidiary. (Positive)

Veefin Solutions: Company wins Supply Chain Finance (SCF) platform mandate from Bank of the Philippine Islands (BPI) (Positive)

Paytm: One 97 Communications Limited has completed the acquisition of remaining equity shares in key subsidiaries as part of its group structure simplification initiative (Positive)

Neogen Chemicals: Company and Japan’s Morita Form JV for India’s First Non-FEOC LiPF6 Plant. (Positive)

RPP Infra: Company secured ₹69.36 Crore Road Expansion Project in Tamil Nadu (Positive)

Apeejay Surrendra: Signs MoU With Raman Industrial To Take On 12-yr Lease & Operate 42-Room Hotel In Mathura (Positive)

Lenskart: Net Profit Up 19.7% At Rs 102.2 Cr Vs Rs 85.4 Cr, Revenue Up 20.8% At Rs 2,096 Cr Vs Rs 1,735.6 Cr (YoY) (Positive)

Dynamic Cables: Company secures UL Certification for Global Expansion. (Positive)

Tejas Networks: Company received ₹84.9 Crore from Ministry of Communications (DoT) under PLI Scheme for Telecom & Networking Products. (Positive)

GodrejProp: Company emerges as highest bidder for 5-acre land in Kokapet, Hyderabad, with an estimated revenue potential of ₹4,150 cr (Positive)

Quick Heal: Company secured Rs 64.25 crore contract from NFSU-RIC for Integrated Cyber Security Solutions (Positive)

Tata Technologies: Board appoints Uttam Gujrati as CFO w.e.f. December 31, 2025 (Neutral)

Bandhan Bank: NPA sale of Rs 7000 crore approved by board (Neutral)

Deepak Nitrite: Company’s Subsidiary DCTL Secures ₹35 Crores Investment from DPL (Neutral)

Sona BLW: New step-down subsidiary 'Novelic India Private Limited' incorporated on 28th November, 2025. (Neutral)

Aviation stocks: JetFuel (ATF) Price Hiked By ₹5,134/kl To ₹ 99,676.77/kl In Delhi (Neutral)

Bayer Crop: Targets high single-digit to low double-digit revenue growth over next 3-5 years. (Neutral)

PNB Gilts: Chandra Prakash Resigns as CFO Effective November 28, 2025 (Neutral)

CIC Housing Finance Ltd: Company announces the retirement of Shri R. Lalith Kumar, Assistant Vice President & Legal Head, and effective Nov 28, 2025 (Neutral)

Grand Oak Canyons Distillery Ltd: Company announced the resignation of its Chief Financial Officer (CFO), Mr. Mukesh Sah, and effective Nov 28, 2025. (Neutral)

Nitta Gelatin India Ltd: Company appointed Mr. Eldhose P. Kauma as Chief Operating Officer (COO), effective Dec 1, 2025. (Neutral)
MTAR Technologies: Ms. Naina Singh resigned from the position of Company Secretary & Compliance Officer, effective Jan 20, 2026. (Neutral)

Tube Investments of India Ltd: ICRA has reaffirmed its credit ratings. The long-term fund-based cash credit of Rs 525 Cr has been rated ICRA AA+ (Stable). (Neutral)

Mahanagar Gas Ltd: ICRA has reaffirmed/assigned credit ratings for the co's bank facilities. (Neutral)

Billionbrains Garage Ventures Limited: ICRA Limited has reaffirmed the credit rating for Company at ICRA AA- (Neutral)

ICICI Bank: RBI Accorded Its Approval for Company's Acquisition of ICICI Pfm from ICICI Life. Bank approves ₹3,945 cr fundraise via Tier 2 bonds on private placement (Neutral)

Neuland Laboratories: Company approved Rs 189 Cr capex for a new R&D center at Genome Valley, Hyderabad. (Neutral)

Refex: Company has received an order from the Joint Commissioner, CGST Raipur Commissionerate for FY 2018-19 & 2019-20, with a total demand of Rs 10.06 Cr comprising tax & penalty. (Neutral)

Anlon Healthcare Ltd: Company is set to acquire a 56.67% stake in Bizotic Lifescience Private Limited for Rs 3.79 Cr via a Share Purchase Agreement (SPA) (Neutral)

Reliance Ind: Reliance Jio Net Adds 20 Lk Users in Oct Vs 32.5 Lk Added in Sep. (Neutral)

Vodafone Idea: VI Net losses 20 Lk Users in Oct Vs 7.4 Lk lost in Sep. (Neutral)

Mahindra Life: MLDL acquires remaining 25.65% stake in MHPL from Actis for ₹86.4 Cr, making it a 100% subsidiary. (Neutral)

HUL: Kwality Wall’s India to be included in Nifty 50 index from December 5. NSE to conduct special pre-open session for HUL in capital market segment on Dec 5 (Neutral)

List of stocks included in Short Term ASM Framework: Best Agro and Halder ventures (Neutral)

List of stocks included in LT ASM Framework: Magellanic Cloud (Neutral)

Mini Diamonds India Ltd Ex-Date Tomorrow, Stock Split From Rs.10/- to Rs.2/- (Neutral)
*News Headlines from Business News Agencies :*


*Business Standard :*

📝 Agrochemical industry to witness 6-7% revenue growth in 2025-26: Report

📝 Coal India's production drops by 3.7% in Apr-Nov period to 453.5 mn tonnes

📝 HUL names Vandana Suri executive director for home care from 1 January

📝 Godrej Properties highest bidder for five-acre land parcel in Hyderabad

📝 WeWork rents at ₹1.7 cr; JP Morgan sub-leases same space at ₹4.4 cr in Hyd

📝 UPI sees mild November dip to 20.47 bn transactions worth ₹26.32 trn

📝 Lupin gets US FDA nod for its first biosimilar drug Pegfilgrastim

📝 GAIL outlook brightens as tariff hike, volume revival boost FY27 prospects

📝 Ola Electric launches pan-India in-app service feature under 'Hyperservice'

📝 ATF price hiked by 5.4%, commercial LPG cylinders see ₹10 reduction

📝 Maruti Suzuki completes merger with SMG, authorised capital up ₹15,000 cr


*Economic Times :*

📝 India's current account deficit moderates to $12.3 billion in Sept quarter: RBI

📝 Unilever to sell snack brand Graze to Candy Kittens owner Katjes

📝 Govt simplifies approval process for exploration of coal, lignite

📝 Centre mulls highway contract norms to woo private investors

📝 Manufacturing weakens in Europe, Asia on faltering demand and tariff uncertainties

📝 Hyundai sales rise 9 pc to 66,840 units in November

📝 Temasek-backed Atomberg is said to plan $200 million India IPO

📝 Piramal Finance targets $1.67 billion of preferably local borrowing by March

📝 Wockhardt gets NDA status for novel antibiotic Zaynich

📝 Kia India sales up 24 per cent at 25,489 units in November

📝 India picks up non-sanctioned Russian oil as discounts widen


*Mint :*

📝 India's gross GST collections rose to ₹1.7
trillion in November

📝 India’s October industrial growth at 14-month low of 0.4%

📝 Govt seeks parliament nod for net extra spending of ₹41,455 crore this year

📝 AMD confirmed Ryzen 7 9850X3D, another chip to dominate custom gaming PC builds

📝 TotalEnergies announces 40% stake sale in two licenses in Nigeria to Chevron

📝 Power consumption dips to 123.4 billion units in Nov

📝 Silver prices zoom 85% YTD to record high above ₹1.78 lakh, outshine gold

📝 Rupee falls to all-time low of 89.79 against US dollar in intraday trade

📝 Credit growth to rebound as IPO liquidity spent and working capital demand rises: SBI

📝 India IT growth trails global clients as tech spend shifts

📝 Bombay HC upholds Sebi approval for WeWork India ₹3,000 crore IPO
*🌹🇮🇳India Daybook – Stocks in News*

*Maharashtra Seamless:* Company announced an order from ONGC Ltd. for seamless pipes, valued at approximately Rs 217 Cr. (Positive)

*Marsons:* Company Receives Purchase Order worth Rs 134.6 million. (Positive)

*Bharti Airtel:* Airtel Net Adds 12.5 Lk Users in Oct Vs 4.4 Lk Added in Sep. (Positive)

*Waaree Energies Ltd:* Company has secured a new order to supply 140MW of solar modules. (Positive)

*Arvind SmartSpaces:* Company adds a new premium residential high-rise project in Ahmedabad with a top-line potential of Rs 400 cr. (Positive)

*NTPC:* NCLT approves Resolution Plan submitted by Consortium of NTPC & MAHAGENCO in CIRP of Sinnar Thermal Power (Positive)

*Avenue Supermarts Ltd:* Company has opened a new store in YSR Kadapa, Andhra Pradesh. This brings their total store count to 439 as of November 28, 2025. (Positive)

*NCC:* Company gets 3 orders worth Rs 530.7 crore (Positive)

*Ashok Leyland:* Ashok Leyland UAE LLC, a wholly owned subsidiary of Ashok Leyland Ltd, has incorporated a wholly owned subsidiary in Saudi Arabia named 'Ashok Leyland Saudi Company'. (Positive)

*Metal stocks:* Silver, Copper Hit Records as Trading Turmoil Exacerbates Moves (Positive)

*Adani Enterprises:* Company plans to invest up to $5 bn in Google’s AI hub in Visakhapatnam, says Group CFO Jugeshinder Singh. (Positive)

*Natco Pharma:* Company said that expanding in emerging markets loke Brazil, Canada, Southeast Asia. (Positive)

*Tega Industries:* Company enters a definitive agreement to acquire Molycop for ~$1.45B. (Positive)

*Leela Palaces:* Company has incorporated 'Leela Luxe Hotels & Resorts Private Limited' as a wholly owned subsidiary. (Positive)

*Veefin Solutions:* Company wins Supply Chain Finance (SCF) platform mandate from Bank of the Philippine Islands (BPI) (Positive)

*Paytm:* One 97 Communications Limited has completed the acquisition of remaining equity shares in key subsidiaries as part of its group structure simplification initiative (Positive)

*Neogen Chemicals:* Company and Japan’s Morita Form JV for India’s First Non-FEOC LiPF6 Plant. (Positive)

*RPP Infra:* Company secured ₹69.36 Crore Road Expansion Project in Tamil Nadu (Positive)

*Apeejay Surrendra:* Signs MoU With Raman Industrial To Take On 12-yr Lease & Operate 42-Room Hotel In Mathura (Positive)

*Lenskart:* Net Profit Up 19.7% At Rs 102.2 Cr Vs Rs 85.4 Cr, Revenue Up 20.8% At Rs 2,096 Cr Vs Rs 1,735.6 Cr (YoY) (Positive)

*Dynamic Cables:* Company secures UL Certification for Global Expansion. (Positive)

*Tejas Networks:* Company received ₹84.9 Crore from Ministry of Communications (DoT) under PLI Scheme for Telecom & Networking Products. (Positive)

*GodrejProp:* Company emerges as highest bidder for 5-acre land in Kokapet, Hyderabad, with an estimated revenue potential of ₹4,150 cr (Positive)

*Quick Heal:* Company secured Rs 64.25 crore contract from NFSU-RIC for Integrated Cyber Security Solutions (Positive)

*Tata Technologies:* Board appoints Uttam Gujrati as CFO w.e.f. December 31, 2025 (Neutral)

*Bandhan Bank:* NPA sale of Rs 7000 crore approved by board (Neutral)

*Deepak Nitrite:* Company’s Subsidiary DCTL Secures ₹35 Crores Investment from DPL (Neutral)

*Sona BLW:* New step-down subsidiary 'Novelic India Private Limited' incorporated on 28th November, 2025. (Neutral)

*Aviation stocks:* JetFuel (ATF) Price Hiked By ₹5,134/kl To ₹ 99,676.77/kl In Delhi (Neutral)

*Bayer Crop:* Targets high single-digit to low double-digit revenue growth over next 3-5 years. (Neutral)

*PNB Gilts:* Chandra Prakash Resigns as CFO Effective November 28, 2025 (Neutral)

*CIC Housing Finance Ltd:* Company announces the retirement of Shri R. Lalith Kumar, Assistant Vice President & Legal Head, and effective Nov 28, 2025 (Neutral)

*Grand Oak Canyons Distillery Ltd:* Company announced the resignation of its Chief Financial Officer (CFO), Mr. Mukesh Sah, and effective Nov 28, 2025. (Neutral)

*Nitta Gelatin India Ltd:* Company appointed Mr. Eldhose P. Kauma as Chief Operating Officer (COO), effective Dec 1, 2025.
(Neutral)

*MTAR Technologies:* Ms. Naina Singh resigned from the position of Company Secretary & Compliance Officer, effective Jan 20, 2026. (Neutral)

*Tube Investments of India Ltd:* ICRA has reaffirmed its credit ratings. The long-term fund-based cash credit of Rs 525 Cr has been rated ICRA AA+ (Stable). (Neutral)

*Mahanagar Gas Ltd:* ICRA has reaffirmed/assigned credit ratings for the co's bank facilities. (Neutral)

*Billionbrains Garage Ventures Limited:* ICRA Limited has reaffirmed the credit rating for Company at ICRA AA- (Neutral)

*ICICI Bank:* RBI Accorded Its Approval for Company's Acquisition of ICICI Pfm from ICICI Life. Bank approves ₹3,945 cr fundraise via Tier 2 bonds on private placement (Neutral)

*Neuland Laboratories:* Company approved Rs 189 Cr capex for a new R&D center at Genome Valley, Hyderabad. (Neutral)

*Refex:* Company has received an order from the Joint Commissioner, CGST Raipur Commissionerate for FY 2018-19 & 2019-20, with a total demand of Rs 10.06 Cr comprising tax & penalty. (Neutral)

*Anlon Healthcare Ltd:* Company is set to acquire a 56.67% stake in Bizotic Lifescience Private Limited for Rs 3.79 Cr via a Share Purchase Agreement (SPA) (Neutral)

*Reliance Ind:* Reliance Jio Net Adds 20 Lk Users in Oct Vs 32.5 Lk Added in Sep. (Neutral)

*Vodafone Idea:* VI Net losses 20 Lk Users in Oct Vs 7.4 Lk lost in Sep. (Neutral)

*Mahindra Life:* MLDL acquires remaining 25.65% stake in MHPL from Actis for ₹86.4 Cr, making it a 100% subsidiary. (Neutral)

*HUL:* Kwality Wall’s India to be included in Nifty 50 index from December 5. NSE to conduct special pre-open session for HUL in capital market segment on Dec 5 (Neutral)

List of stocks included in Short Term ASM Framework: Best Agro and Halder ventures (Neutral)

List of stocks included in LT ASM Framework: Magellanic Cloud (Neutral)

*Mini Diamonds India Ltd* Ex-Date Tomorrow, Stock Split From Rs.10/- to Rs.2/- (Neutral)

*Whirlpool:* Promotes to Further Reduce Stake in Whirlpool of India by Mid-2026.


Forwarded as received.....
*🚨 𝗡𝗦𝗘 𝗷𝘂𝘀𝘁 𝗰𝗵𝗮𝗻𝗴𝗲𝗱 𝗵𝗼𝘄 𝗙&𝗢 𝗼𝗽𝗲𝗻𝘀 𝗳𝗼𝗿𝗲𝘃𝗲𝗿.*

A 15-minute reform that will reshape trading behavior from Dec 8 2025.

𝗛𝗲𝗿𝗲’𝘀 𝘁𝗵𝗲 𝗯𝗿𝗲𝗮𝗸𝗱𝗼𝘄𝗻 𝗲𝘃𝗲𝗿𝘆 𝘁𝗿𝗮𝗱𝗲𝗿 𝗺𝘂𝘀𝘁 𝗿𝗲𝗮𝗱 👇

*𝟭. 𝗧𝗵𝗲 𝗦𝗵𝗶𝗳𝘁*

For the first time ever, NSE will start a Pre-Open Session in the F&O segment.

9:00 – 9:15 AM.
A 15-minute auction before the market opens.

𝗧𝗵𝗶𝘀 𝗶𝘀 𝘄𝗵𝗲𝗿𝗲 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝗽𝗿𝗶𝗰𝗲 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝘄𝗶𝗹𝗹 𝗵𝗮𝗽𝗽𝗲𝗻 𝗯𝗲𝗳𝗼𝗿𝗲 𝘆𝗼𝘂 𝗲𝘃𝗲𝗻 𝗰𝗹𝗶𝗰𝗸 “𝗕𝘂𝘆”.

*𝟮. 𝗧𝗵𝗲 𝗧𝗶𝗺𝗲𝗹𝗶𝗻𝗲*

🕒 9:00 – 9:08 AM → Order entry, modify, cancel

⚙️ 9:08 – 9:12 AM → Order matching & trade confirmation

9:12 – 9:15 AM → Buffer before normal session

Your first trade at 9:15 AM will already have a discovered price behind it.

*𝟯. 𝗪𝗵𝗮𝘁’𝘀 𝗜𝗻𝗰𝗹𝘂𝗱𝗲𝗱*

Current-month futures (stocks + indices)

Next-month futures during the last 5 days before expiry

🚫 Not applicable to Options or Spread contracts

🚫 Skipped on corporate-action ex-dates

*𝟰. 𝗪𝗵𝘆 𝗜𝘁 𝗠𝗮𝘁𝘁𝗲𝗿𝘀*

💡 Smoother opens → less volatility

📊 Stronger liquidity → deeper order book

🔍 Transparent price discovery → fairer execution

F&O will finally open like global derivatives markets - clean, calculated, credible.

*𝟱. 𝗛𝗼𝘄 𝗜𝘁 𝗪𝗼𝗿𝗸𝘀*

* Orders collected in a call-auction pool
* Opening price = Equilibrium price where max volume executes
* Unmatched limit orders carry forward to the regular session
* No changes allowed during matching

𝗜𝗻 𝘀𝗵𝗼𝗿𝘁 → 𝘁𝗵𝗲 𝗼𝗽𝗲𝗻 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗮𝘂𝗰𝘁𝗶𝗼𝗻-𝗱𝗿𝗶𝘃𝗲𝗻, 𝗻𝗼𝘁 𝗰𝗵𝗮𝗼𝘀-𝗱𝗿𝗶𝘃𝗲𝗻.

*𝟲️. 𝗥𝗶𝘀𝗸 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝘀 𝗦𝘁𝗮𝘆 𝗧𝗶𝗴𝗵𝘁*

🛡️ Margin validation before order acceptance

⚙️ STPC (Self-Trade Prevention) active in pre-open

📉 Limit & Market Price Protection recalibrated using equilibrium price
1
INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 09-12-2025 :

*FIIS F & O : RS. CRS. :*

*TOTAL NET BUY : +41,814* 😃😃

*INDEX FUT. : -758*

*INDEX OPT. : +41,254*

*STOCK FUT. : +1,364*

*STOCK OPT. : -46*


*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 09-12-2025 :*

*FIIS : SELL -3,760 (13,605-17,365)* 😥

*DIIS : BUY +6,225 (17,439-11,214)* 😃

*BSE SENSEX : -436 (84,666)🔽*

*NSE NIFTY : -121 (25,840)🔽*

*BSE MIDCAP. : +277 (46,087)🔼*

*BSE SMLCAP. : +634 (50,601)*🔼

*B. CRUDE : $ 61.89 🔽😊*

*GOLD : $ 4,211=INR 1,29,000(10gr)*🔼🙂

*SILVER : RS. 1,87,700 (kg)* 🔼🙂

*FOREX : RS. $ 89.88 🔼 😊*

*6.33% GS '35: 6.6161%(98.0125)🔼😩*

*6.48% NEW '35: 6.5902%(99.20)🔼😥*

*6.68% GS '40: 6.9914% (97.1750)🔼😭*
1
*10/12/2025*
BSE: −275(84391)
NSE: −81(25758)
BNF: −261(58960)
MID: −497(45590)
SML: −295(50305)
FII|FPI in ₹: (−1651.06Cr)
DII in ₹: +3752.31Cr
B. Crude$: 62
Gold$:4197=₹: 129770
Silver₹: 190498
$/₹: 89.97
6.33: 2035 G-Sec: 6.61 (NC)
NSE 100 PE: 22.43
$ Index: 99.10
VIX: 10.91 −0.040 (0.37%)


*FIIs FY25-26 in ₹*
MTD: (−16470.35Cr)

*DIIs FY25-26 in ₹*
MTD: +32305.19Cr
India Nov Wholesale Prices declined 0.32% YoY vs Bloomberg Median Estimates at -0.70% and our estimates for -0.49%
India Nov Trade Deficit narrows to a 5-month low
- Nov Exports at USD 38.13bln vs USD 34.4bln in Oct; Our est USD 36.7bln
- Nov Imports USD 62.66bln vs USD 76.1bln in Oct; Our est USD 64.3bln
- Nov Trade Deficit at USD 24.53bln vs 41.68bln in Oct and Bloomberg Median Estimate at USD 33bln. Our est was for USD 27.6bln.
OVERNIGHT UPDATES 17th-DEC-2025

 *S&P 500 closes at record high despite Oracle drag on AI stocks*

 *S&P 500 slips for a third day as jobs report sparks economic fears*

 *US economy adds 64,000 jobs in November, delayed BLS data shows*

 *Defense stocks falls as talks continues to end Ukraine war; European markets finish lower*

 *Treasury Yields edge lower after figures show net decline in jobs in Oct & November*

 *Dollar drops against peers after delayed U.S. data shows jobs growth*

 *U.S. crude oil closes at lowest level since early 2021 as looming surplus weighs on market*

 *Gold inches up as U.S. unemployment rate rises in November*

 *Trump designates Venezuela government a “foreign terrorist organization”; orders blockade of sanctioned oil tankers*

 *Tesla California sales face 30-day suspension over a autopilot claims- Bloomberg*

 *Japan’s exports record fastest growth in nine months, sharply beating expectations*

 *Inflation will “force the hand” of Bank of Japan to hike rates: Morgan Stanley IM*

 *Europe poised to water down landmark 2035 ban on new diesel and gasoline cars*

 *Bhavish Aggarwal sells Ola Electric shares via bulk deal to repay Rs.260-crore promoter loan*

 *McKinsey plots thousands of job cuts in slowdown for consulting industry*

 *Ethiopia confers top honour on PM Modi*
MAG 7 PERFORMANCE 2025 @ALLIESFIN
SOURCE WALL STREET JOURNAL
BOJ BOARD DECIDES TO RAISE OVERNIGHT INTEREST RATE TARGET BY 25 BPS TO 0.75% AFTER STANDING PAT FOR 6 MEETINGS, HIKING RATE BY 25 BPS IN JAN 2025