BSE per Monday ko 387 stocks, including ICICI Bank, HCL Tech, Tech Mahindra, JSW Steel, Sun Pharma, aur Bajaj Finserv ne fresh 52-week highs hit kiya. LTIMindtree, Marico, Naukri, Persistent Systems, Shriram Finance, United Spirits, Coforge, Dixon Technologies, Gujarat Fluorochemicals, Mahindra and Mahindra Financial Services, Mphasis, aur Syngene International ne bhi apne fresh 52-week highs achieve kiye.

Indian stock market benchmark indices, Sensex aur Nifty 50, ne bhi fresh record highs touch kiye. Sensex 83,184.34 par aur Nifty 50 25,445.70 par pahunch gaya, global cues mix hone ke baad ab focus US Fed policy outcome par shift ho chuka hai jo Wednesday ko expected hai.

Sensex din ke end tak 98 points ya 0.12% se badhkar 82,988.78 par band hua, jabki Nifty 50 25,383.75 par settle hua, 27 points ya 0.11% ka gain le kar. BSE Midcap index lagbhag flat raha, jabki Smallcap index 0.28% upar gaya.

NTPC, JSW Steel, Larsen and Toubro, aur Axis Bank Sensex index ke top gainers rahe, jabki Bajaj Finance, Hindustan Unilever, Bajaj Finserv, aur Adani Ports top losers ki list mein aaye.

Ab market ka pura focus US Fed per hai jo Wednesday ko apni rate cut ka decision le sakta hai. Kuch experts ko lagta hai ki Fed 25 bps se rates cut karega, jabki kuch expect kar rahe hai ki economic slowdown ke signals ki wajah se 50 bps ka rate cut ho sakta hai.

Geojit Financial Services ke Head of Research, Vinod Nair, ne kaha, “Domestic market ne narrow range mein positive bias ke saath trade kiya, jabki sab participants Fed ke decision ka intezaar kar rahe hai. US job market ki weakness aur low inflation rate cuts ko samarthan de rahe hain. Foreign capital inflow aur domestic growth ki stability market sentiment ko optimistic bana sakti hai.”

Rate cuts Indian market ke liye positive triggers hote hain kyunki yeh foreign capital inflow badhate hain, corporate borrowing cost kam karte hain, corporate profitability ko boost dete hain, aur consumers ki spending power ko increase karte hain. Lekin is baar focus sirf rate cut par nahi, balki interest rate cut cycle ke trajectory par hai.

VSRK Capital ke Director Swapnil Aggarwal ne kaha, “Market ka reaction Fed ke decision ke piche ke motivations par depend karega. Agar rate cut slowing economy ya rising unemployment ke concerns ko address karta hai, toh market ka response muted ho sakta hai. Lekin agar Fed low inflation aur stable growth outlook ki wajah se rates cut karta hai, toh market rally dekh sakta hai.” Sab ki nazar ab Fed ke aage ka economic roadmap par hai.

Oil India Ltd, jo ek state-run explorer hai, apne Assam wale refinery mein expansion kar rahi hai, jisme target hai ki refinery ki capacity ko 180,000 barrels per day (bpd) tak badhaya jaaye March 2027 tak, Chairman Ranjit Rath ne kaha. Ye expansion Oil India ki subsidiary, Numaligarh Refinery Ltd (NRL), ka hissa hai jo abhi 60,000 bpd refine karti hai.

Numaligarh Refinery Ltd apni refinery ki capacity ko

badhane ke liye ek major upgrade kar rahi hai, jisme crude oil pipeline ka construction bhi shamil hai jo Paradip Port, Odisha tak refinery ko connect karegi. Ye project aur refinery expansion dono December 2025 tak complete hone ki umeed hai, Rath ne press conference mein bataya.

Jab refinery apni puri capacity tak pahuch jaayegi, company 110,000 bpd crude oil import karegi taaki processing demand ko pura kiya ja sake. Ye company ke operations mein ek bada badlav hoga, jo Oil India ko refining sector mein aur strong karega.

Oil India apni growth plans ke liye multiple projects mein heavy investment kar rahi hai, jisme ₹250 billion (₹3 billion) tak ka budget 2030 tak invest kiya jayega. Ye investments clean energy assets mein bhi ho rahi hai, jo company ke future strategy ka ek important part hai taaki carbon footprint kam kiya ja sake.

NRL apni refining operations ke saath saath ek biorefinery bhi set kar rahi hai jo har saal 50,000 tons ethanol produce karegi bamboo ko feedstock ke roop mein use karke. Ye ethanol production September tak shuru hone ki umeed hai. Ethanol Bharat ke clean energy strategy ka ek mahatvapurn hissa ban raha hai taaki traditional fuels par dependence kam kiya ja sake.

NRL na sirf northeast region ko fuel supply karti hai balki Bangladesh ko bhi diesel provide karti hai ek pipeline ke zariye jisme 1 million tons per year ki capacity hai. Bangladesh ke political crisis ke bawajood, Rath ne confirm kiya ki diesel supply ko koi rokawat nahi hai. Unhone bataya ki Bangladesh ko supply ke liye letter of credit already in place hai.

Oil India ka do upstream projects mein stake hai jo Russia mein situated hai, Vankorneft aur Tass-Yuryakh. In projects se $250 million ka dividend Oil India ko milna hai, jo abhi Moscow branch ke ek Indian bank mein pada hai aur ab tak repatriate nahi kiya gaya hai. Dusre Indian companies jo in projects mein stakes rakhti hai, unko bhi $600 million ka dividend abhi tak nahi mila hai.

NRL ka expansion aur company ki broader investments Oil India ke refining capabilities ko badhane ke commitment ko dikhata hai, jo Bharat ki energy security ko strong karne ke saath saath clean energy sector mein apni jagah bana rahi hai.

Reliance Retail ne India mein ek premium Italian fine dining experience introduce kiya hai, Armani/Caffe ke pehle outlet ke saath, jo ab Jio World Plaza, Bandra Kurla Complex (BKC), Mumbai mein khula hai. Yeh Italian café, jo Giorgio Armani boutique ke bagal mein located hai, 52-seater hai aur apni serene design aur soft blues aur greens ke color palette ke saath ek luxurious atmosphere offer karta hai.

Armani Restaurants ne apne Instagram post mein bataya, “Naya Armani/Caffe Mumbai ke Jio World Plaza Mall mein ab open hai. Yeh boutique ke bagal mein hai aur Giorgio Armani ka distinct design aur menu style reflect karta hai.”

Armani/Caffe Mumbai ka menu

carefully curated Italian dishes ka collection hai, jisme har dish Armani/Caffe ke authentic aur refined experience ko darshata hai. Yaha ke menu mein Italian classics ke saath Giorgio Armani ke favourite dishes bhi shamil hai.

Signature dishes mein Carpaccio di Gamberi e Sedano Croccante, Pappa al Pomodoro e Burrata, Insalata Cesare Armani, aur Maiale Con Tonnato jaise rich aur flavourful options hain. Iske alawa classic Ciabatta Con Pomodoro Bufala bhi menu ka part hai.

Armani/Caffe mein Roman-style pizzas bhi serve kiye ja rahe hain, jo 350 degrees Celsius par stone-baked hote hain. Pizza Napoli aur Pizza Medina ke alawa, pasta options mein Spaghetti ai Tre Pomodori, Gnocchi Alla Sorrentina aur Lasagna Alle Verdure shamil hain.

Is authentic Italian cuisine ke saath, Armani/Caffe ne Italy se import kiye gaye 52 finest wines aur France ke 3 champagnes ko bhi menu mein rakha hai, jo is dining experience ko aur bhi special banata hai.

Yeh café not just ek luxurious experience, balki ek true taste of Italy Mumbai ke food lovers ke liye la raha hai. Armani/Caffe ne apni elegant design, unique dishes aur premium beverages ke saath Mumbai ke food scene mein ek nayi leher jaga di hai.

Bajaj Housing Finance IPO ka subscription aaj (11 September) ke bidding ke aakhri din 63.54 times se zyada ho gaya hai, aur total subscription amount ₹3 lakh crore ko paar kar chuka hai. Institutional investors aur non-institutional wealthy investors se strong demand bani hui hai.

₹6,560 crore ka yeh public issue ab tak BSE aur NSE ke across 4,622 crore shares ke liye bids le chuka hai, jabki offer per sirf 72.75 crore shares the, yeh sab 5 pm tak ka data hai. Iske baad, total bid amount ₹3 lakh crore se zyada ho gaya hai, jo Coal India Ltd (2008) aur Mundra Port (2007) IPOs se bhi bada hai, jinme ₹2 lakh crore ke subscription amount top hue the.

Subscription by Category:

• Non-institutional investors: 41.42 times
• Qualified Institutional Buyers (QIBs): 209.36 times
• Retail Individual Investors (RIIs): 6.92 times

Non-institutional investors ke liye rakha portion 41.42 times subscribe ho chuka hai, aur Qualified Institutional Buyers (QIBs) ka quota lagbhag 209.36 times subscribed hai. Retail Individual Investors (RIIs) ka quota bhi 6.92 times se zyada subscribe ho chuka hai.

Bajaj Housing Finance IPO ne

Day 2 ke end tak 7.51 times subscription hasil kiya tha, jabki Monday ko bidding khulne ke kuch ghanton ke andar hi issue fully subscribed ho gaya tha aur din khatam hone tak 2 times subscription achieve kar liya tha.

Company ne pichle Friday ko anchor investors se ₹1,758 crore raise kiye the.

GMP (Grey Market Premium):

Bajaj Housing Finance IPO ka GMP aaj subscription ke aakhri din tak ₹65 tak pahunch gaya hai, jo grey market mein company ke shares ke strong demand ki wajah se 92% premium dikha raha hai.

Yeh IPO ₹3,560 crore ke fresh equity shares aur ₹3,000 crore ka offer-for-sale (OFS) Bajaj Finance, jo parent company hai, ke shares ka hai.

Yeh share sale Reserve Bank of India (RBI) ke rules ke compliance ke liye ho raha hai, jo upper-layer non-banking finance companies ko September 2025 tak stock exchanges par list hone ka instruction dete hain.

Fresh issue se aayi proceeds company ke capital base ko future capital requirements meet karne ke liye use kiya jayega.

Vodafone Idea Ltd ke shares teesri baar chaar trading sessions mein gire hai. Tuesday ko thoda rukne ke baad, company ke stocks ko selling ka samna karna pada, chaahe Aditya Birla Group ke chief Kumar Mangalam Birla ke shares khareedne ki khabar kyon na aayi ho.

Official documents ke mutabiq, Kumar Mangalam Birla ne 6 September ko Vodafone Idea ke 1.86 crore shares khareede, aur Pilani Investment ne usi din 30 lakh shares khareede.

Isi din, Vodafone Idea ke shares mein 11% ki girawat dekhne ko mili jab brokerage firm Goldman Sachs ne telecom service provider per “sell” rating di thi aur stock ka price target ₹2.5 project kiya tha. Is projection ne 80% tak downside ka indication diya tha.

Foreign brokerage ne agle 3-4 saalon mein Vodafone Idea ke market share mein aur 300 basis points ki girawat ka anuman lagaya hai. Iske alawa, company per significant adjusted gross revenue (AGR) aur spectrum-related payments ka bojh hai, jo financial year 2026 mein shuru hoga.

Kumar Mangalam Birla ka ye shares khareedna

“Creeping Acquisition” kehlaya ja sakta hai, jiska matlab hai ki kisi company mein dheere-dheere apni stake badhana.

Ye acquisition Vodafone Idea ke liye ek naya mod la sakta hai, lekin market ke experts is baat par bhi nazar rakhenge ki company ke financial issues aur regulatory challenges ko kaise tackle kiya jata hai.