The day will be very eventful on September 3, 2025, as a lot of things will attract the attention of the investors. Among the major happenings are the releases of earnings, acquisitions, project bids, and approvals by regulators.

Stocks to Watch Today

Indian equity markets are anticipating an eventful trading day with numerous stocks in focus on the back of quarterly earnings releases, strategic acquisitions, regulatory approvals, and important business developments. Companies operating in the sectors of IT, infrastructure, banking, energy, real estate, and hospitality have made substantial announcements that are likely to stimulate market activity.

Quarterly Results in Focus

Besides that, Borosil Renewables, Eros International Media, and Taylormade Renewables are set to report their earnings for the last quarter. With these, the market will be able to see the trends in the respective sectors and their growth projections.

JSW Cement

JSW Cement has presented its first-quarter consolidated financial results with a drastically increased net loss of ₹1,356.2 crore as compared to a loss of ₹15.1 crore for the corresponding quarter last year. Earnings also rose by 7.8% to ₹1,559.8 crore, and EBITDA grew by 61.4% to ₹322.65 crore. The repainted results showed the company’s margin of safety had been restored to 20.7% from 13.8%, but heavy losses in the exceptional category dragged down the overall performance of the firm.

Tata Consultancy Services (TCS) Expands Global Partnership

Tata Consultancy Services (TCS), the leader of IT business in Mumbai has decided to extend its collaboration with Tryg, an insurance company in Scandinavia. The seven-year €550 million contract will achieve simplified operations for Denmark, Sweden, and Norway as well as speed up the implementation of the digital transformation.

Indus Towers Eyes African Expansion

Indus Towers Limited, a Gurugram-based telecom tower infrastructure company, has given the nod for its entry into Nigeria, Uganda, and Zambia. The decision marks the company’s first venture into foreign markets, thus expanding its sources of revenue and accessing the rapidly growing three African countries where Airtel already operates and is the market leader.

Waaree Energies Strengthens Renewable Portfolio

A company that supplies solar energy solutions to the public, Waaree Energies from Mumbai has agreed to take over the majority ownership of Kotson for the amount of ₹192 crores through a purchase of 64% of the total shares. Moreover, it has also gotten the total authority over Impactgrid Renewables from Waaree Forever Energies, its subsidiary, combining clean energy generation projects in its portfolio.

PNC Infratech Wins Airport Project

A company from Agra, PNC Infratech, grabbed the airport in Varanasi, India, project of the Lal Bahadur Shastri International Airport expansion with a bid valued at ₹297.01 crore as the lowest-priced bidder. The works involved in the initiative include runway extension, re-carpeting as well as strengthening, allowing further airport infrastructure development along with the road connecting with it.

Adani Power Gets Mining Approval

A major merchant of coal-fired power, Adani Power Limited, has received heavy metal support from the Ministry of Coal to begin operations at the Dhirauli coal mine located in Singrauli, Madhya Pradesh. The mine is highly volatile and holds a reserve stratum of 620 million tonnes to keep Adani’s combustion plant supplied for a long time.

Yes Bank Stake Sale Approved

Yes Bank,  based in Mumbai, received the green light from India’s competition authority (CCI) for the Sumitomo Mitsui Banking Corporation (SMBC) to take over 24.99% of Yes Bank. The stake will be bought from a group of Indian banks comprising SBI, Axis Bank, HDFC Bank, ICICI Bank and Kotak Mahindra Bank.

E2E Networks Boosts AI Capabilities

E2E Networks Limited is a cloud computing company based in Gurugram. The company was given a government order totalling ₹177 crore from the Ministry of Electronics and IT. The deployment of high-performance GPUs will enable Gnani AI to develop India’s foundational AI model.

Also Read: Stocks to Watch Today: Key Market Movers and Major Updates

DCM Shriram Signs Chlorine Supply Deal

DCM Shriram Limited is a Delhi-based company which has a diverse line-up of businesses. It has signed a long-term agreement with Aarti Industries. The chemicals division of the company shall be the only supplier of chlorine for Aarti’s new plant in Jhagadia, Gujarat.

UPL Consolidates Seed & Post-Harvest Businesses

UPL Limited is a provider of agrochemicals and seed solutions with a global footprint. It declared that the post-harvest business of Decco Holdings UK would be acquired by Advanta Mauritius for $502 million. The company has been strategically aligned with the decision of integrating the seed and crop protection segments.

Lemon Tree Hotels Expands Presence

The CEO of the Lemon Tree Hotels Limited in New Delhi has declared that the brands Lemon Tree Premier and Keys Lite will be launching three new properties in Pushkar and Ajmer. The new accommodations deepen the presence of a hospitality brand in Rajasthan.

Other Notable Updates

DCX Systems announced that Prasanna Kumar T S is its new CFO and Raghavendra Rao Hosakote Shamarao will be its CMD for the second term.

Adani Energy Solutions, through its subsidiary AEML, performed a buyback of $44.66 million worth of its secured notes and then terminated the notes to decrease the outstanding debt.

MOIL Limited’s production reached a new high for August of 145,000 tonnes, representing a 17% YoY increase.

TBO Tek acquired US-based Classic Vacations for $125 million, a move that signals its entry into the North American market.

Highway Infrastructure got a tolling contract with NHAI in Uttar Pradesh worth ₹69.8 crore.

Sunteck Realty is likely to raise ₹500 crore through a preferential share issuance.

Ruby Ritolia, CFO, Healthcare Global Enterprises, resigned, with effect from September 2.

Bulk Deals & Market Activity

The most significant block trades happened at Vertis Infrastructure Trust where KKR-owned Galaxy Investments II and Ontario Teachers Pension Plan Board sold stakes totaling more than ₹2,467 crore to buyers such as ICICI Prudential MF, Kotak Life Insurance, and LTIMindtree.

The promoter entity BHL Securities Trust sold 1.58 crore shares at Bajaj Hindusthan Sugar with a market value of ₹34.49 crore.

Laxmi India Finance was the receiver of the shares sold by BofA Securities Europe SA.

Shares were transferred between institutional investors at Net Avenue Technologies, including Somani Ventures and Inventus Capital Partners.

Also Read: Upcoming IPOs in September: Market Set for Action

IPOs and Listings

Mainboard debut today of two new companies:

Vikran Engineering

Anlon Healthcare

SME listings include:

Current Infraprojects

Sattva Engineering Construction

Ex-Dividend Stocks

A Few Prestige Estate, Patanjali food, Concord Biotech, Asahi India Glass, VST Tillers Tractors, and Pokarna will be traded ex-dividend today, are companies that have declared dividends.

Why These Stocks to Watch Today Matter

The large variety of the updates—from earnings announcements and acquisitions to overseas expansions and government approvals—makes these companies the stocks to watch today. Besides reflecting corporate strategies, these developments are instrumental in shaping broader market sentiment, thus, giving investors actionable insights.

FAQ’s

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Read the full article here: Stocks to Watch Today: Key Market Updates — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

It was at BSE that Waaree Energies share price hit an eight-month high of ₹3,366.50. The record Q1FY26 results and a substantial overseas order were the main factors behind the jump. Apart from this, the solar energy giant is also planning for a large capacity expansion in India and the US.

Waaree Energies: India’s Leading Solar PV Manufacturer

Waaree Energy Limited from Mumbai, Maharashtra is the leading solar photovoltaic (PV) module manufacturer in India. The company has a focus on renewable energy via the production of solar modules, along with the backward integration of cell and ingot-wafer manufacturing, and worldwide exports. Ever since its public market debut back in October 2024, Waaree Energy has been identified as the crucial player of India’s green energy plan.

Waaree Energies Share Price Hits New Heights

On August 28, 2025, Waaree Energies share price increased by 3% to ₹3,366.50 per share at the BSE which is the highest level since December 2024. The stock has gone up by 17% in the last two weeks and by 86% from its 52-week low of ₹1,808.65 in April 2025. Waaree shares were exceptional as they withstood the weaker market sentiment, which is a sign of robust investor trust in the company’s achievements and positive outlook.

Key Drivers Behind the Rally

International Order Boosts Outlook

A substantial international order underpins the recent surge in Waaree Energies share price. The company through its Waaree Solar Americas subsidiary settled a contract for 452 megawatts (MW) of solar modules supplied to a leading US-based renewable energy developer. This order deepens Waaree’s global footprint and provides a large battery of moments for its export portfolio.

Also Read: Waaree Shares Rise 5% on Record Q1 Results

Strong Q1FY26 Financial Performance

In Q1FY26 (Apr.–Jun. 2025), Waaree Energies reached its highest-ever quarterly module production of 2.3 gigawatts (GW) supported by the smooth running of its operations. The main financial aspects include:

• Revenue: ₹4,597.18 crore, YoY growth of 31.48%

• EBITDA: ₹1,168.67 crore, YoY growth of 82.61% with margins improving to 25.42%

• Profit After Tax: ₹772.89 crore, YoY increase of 92.68%

Not only do these results emphasize Waaree’s excellent financial health, but also give proof of its ability to extend output while retaining profitability simultaneously.

Expansion Plans in India and the US

The global solar demand growth has prompted Waaree Energies to draw up plans for large capacity expansion projects:

• Its 1.6 GW module factory in Texas, the USA, is to be ready for use.

• Expansion of 3.2 GW at Chikhli, Gujarat to strengthen the company’s India-based operations.

• Capital expenditure of ₹2,754 crore has been passed for:

• Solar cell production of 4 GW in Gujarat

• Ingot-wafer capacity of 4 GW in Maharashtra

These deployments are in line with Waaree’s move for vertical integration and the attempt to back the supply chain by making it their own.

Also Read: Sun Shines on Waaree Energies as Stock Jumps 6% Before Results

Order Book and Future Growth

The order book of Waaree Energies worth about ₹49,000 crore, and a global project pipeline of more than 100 GW has been made public. The company has relied a lot on its FY26 EBITDA aim of ₹5,500–₹6,000 crore to support the theme of long-lasting requisition irrespective of varying locations.

Another aspect of the company’s growth scenario is the following:

• Boosting global demand for solar energy solutions

• The adoption of renewable energy strongly promoted by government policies

• The increase in export opportunities because of the supply diversification from China

Waaree Energies Share Price Outlook

Given the outstanding order book, global extension and continuous financial overachievement, Waaree Energies is steadily consolidating its stance as a global clean energy leader. The functionality of share prices is enabled not only by the successes in operational strength but also the strategic global position, which leaves room for continued progression within the medium to long-term periods.

FAQ’s

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Read the full article here: Waaree Energies Share Price Surges on Q1 and Global Orders — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

With the United States imposing 25% tariffs on a wide range of Indian imports, the focus has shifted to publicly listed Indian companies most reliant on U.S. revenues. Sectors such as auto components, chemicals, textiles, and seafood exports now face margin pressures, volume loss, and competitive disadvantages. While pharma is currently shielded, geopolitical risks persist. Here’s a detailed breakdown of sectoral exposure and the companies that could see the sharpest impact.

With the U.S. imposing 25% tariffs on a broad set of imports from India, investor attention has swiftly turned to companies most exposed to the American market. The United States remains India’s top export destination, accounting for 17.7% of India’s $81 billion merchandise exports in 2024. The sectors most at risk span from auto components to textiles and chemicals, all of which have a sizeable footprint in the U.S. market.

Why This Matters

While India has diversified its export markets over the years, a significant share of revenue for many listed Indian companies still flows from the United States. Tariffs will reduce pricing competitiveness, impact volume growth, and potentially dent EBITDA margins. Let’s break down the sectors and companies most vulnerable to these new U.S. trade barriers.

1. Auto and Auto Ancillary Companies

The auto sector has deep ties with U.S. OEMs and aftermarket networks. Component suppliers and manufacturers will be directly hit by increased costs, squeezing margins and reducing order volumes.

These companies export critical drivetrain parts, precision forgings, and tires. The tariff impact will vary depending on long-term contracts, but near-term pressure is inevitable.

2. Pharma Companies (Low Immediate Risk)

Pharma has been excluded from the current tariff list. However, since the U.S. is the largest market for Indian pharma exports, it’s important to assess exposure for potential future regulatory shifts.

So far, pharma remains safe, but increasing geopolitical tension could lead to non-tariff barriers such as FDA scrutiny or pricing regulations.

Also Read: Made in India, Taxed in America: Which Indian Sectors Will Bleed the Most?

3. Chemical Sector

Chemicals are already under scrutiny globally due to environmental compliance, and tariffs further compound cost pressures.

Other companies with significant U.S. exposure include:

• Aarti Industries
• PI Industries
• Navin Fluorine
• Deepak Nitrite
• Vinati Organics
• Alkyl Amines
• Gujarat Fluorochemicals

These companies export a range of specialty and agrochemicals, crucial for pharma, crop sciences, and electronics.

4. Textile & Apparel

The U.S. accounts for nearly 28% of India’s textile exports, making this sector particularly vulnerable to duties that could trigger loss of orders to Vietnam, Bangladesh, or Mexico.

Margins are already under pressure from cotton price volatility and sluggish global demand. Tariffs will only deepen these woes.

5. Seafood Exporters

The U.S. is a key market for Indian shrimp and seafood exporters, and tariffs here directly threaten earnings.

The sector is already grappling with higher freight costs and stringent quality checks. A 25% duty could derail recovery and force a pivot to other geographies like Japan or the Middle East.

Also Read: Markets Defy Tariff Tensions with a Stunning 500-Point Rally

6. Consumer and FMCG

Although relatively low in percentage terms, companies like LT Foods and Tata Consumer Products have established a steady U.S. retail presence.

The primary exports include rice, tea, and packaged goods. The tariff impact could erode competitiveness against Southeast Asian exporters.

7. Energy & Renewables

Indian renewable energy firms exporting modules or components could also be at risk, especially as U.S. inflation and IRA benefits favor domestic players.

In addition, traditional oil & gas companies could face indirect pressure due to geopolitical tensions with Russia.

The 25% U.S. tariff is a wake-up call for Indian exporters and investors. It threatens to trim margins, impact capacity utilization, and create price-driven substitution across key sectors. While diversified revenue streams and long-term contracts may shield some companies temporarily, the strategic risk is real—and markets will price it in.

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Read the full article here: List of Indian Stocks Most Impacted by U.S. Tariffs — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

Waaree Energies Ltd reported an 89% year-on-year jump in consolidated net profit for Q1 FY26, reaching ₹745 crore. Driven by record solar module production and strong EPC segment growth, the company’s shares climbed 5% to ₹3,266.90 in Tuesday’s session.

Waaree Energies Ltd, is one of India’s leading players in the renewable energy sector, primarily focused on solar photovoltaic (PV) modules and engineering, procurement, and construction (EPC) services. The company has emerged as a key contributor to India’s green energy transition with a global footprint in utility-scale solar projects.

In its latest earnings report released on July 28, 2025, Waaree Energies posted a consolidated net profit of ₹745 crore for the quarter ending June 30, 2025, marking a robust 89% year-on-year growth from ₹394 crore in the same period last year. This exceptional performance pushed the company’s share price up by 5% to ₹3,266.90 during Tuesday’s trading session.

Also Read: Waaree Energies Q3 Net Profit Surges 296% to ₹493 Crore

The profit surge was largely attributed to the company’s highest-ever quarterly production of 2.3 gigawatts (GW) in solar PV modules, underpinned by enhanced operational efficiencies and rising market demand. The quarter also witnessed continued growth in solar cell production, reinforcing Waaree’s manufacturing momentum.

Revenue from solar PV modules rose to ₹3,872.35 crore, up from ₹3,178 crore in Q1 FY25. The EPC segment delivered an exceptional 160.50% YoY increase, with revenue reaching ₹589.27 crore. Overall, Waaree Energies’ consolidated operating revenue climbed 31.48% YoY to ₹4,597.18 crore.

Also Read: Sun Shines on Waaree Energies as Stock Jumps 6% Before Results

On the profitability front, EBITDA surged 82.61% to ₹1,168.67 crore, while EBITDA margins improved by 712 basis points to 25.42%, highlighting better cost controls and pricing power.

The company also reported a strong order book of ₹49,000 crore, along with a global project pipeline exceeding 100 GW, reflecting growing international traction and a bullish outlook in key markets.

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Read the full article here: Waaree Shares Rise 5% on Record Q1 Results — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

Waaree Energies, a leading solar energy company based in Gujarat, India, saw its share price surge by 6% on April 17, 2025. This rise followed the company’s announcement of its upcoming Q4 financial results on April 22 and the recent inauguration of India’s largest solar cell manufacturing Gigafactory in Chikhli, Gujarat.

Waaree Energies Limited, one of India’s largest solar energy companies based in Gujarat, witnessed a 6% spike in its share price during intraday trading after it announced its board will meet on April 22, 2025, to approve its Q4 financial results. This surge also follows the recent inauguration of the country’s largest solar cell manufacturing Gigafactory in Chikhli, Gujarat.

On the Bombay Stock Exchange (BSE), Waaree Energies shares opened at ₹2284.85, up 2.5% from the previous close of ₹2228.4. The stock then rose to an intraday high of ₹2378.75, reflecting over 6% gains amid positive market sentiment.

Board Meeting Scheduled

In a filing to the stock exchanges, the company confirmed that a meeting of its Board of Directors is set for April 22, 2025, to consider and approve the audited standalone and consolidated financial results for the quarter and fiscal year ending March 31, 2025.

As per its insider trading policy, Waaree Energies has closed the trading window for directors, key personnel, and their immediate relatives from April 1 until 48 hours post-results declaration.

India’s Largest Solar Gigafactory

Waaree Energies also recently inaugurated India’s largest solar cell Gigafactory at Chikhli in Gujarat. Spread over 150 acres with a built-up area of 101 acres, the 5.4 GW facility showcases the company’s dedication to driving India’s green energy mission. The project is expected to play a pivotal role in bolstering domestic solar manufacturing capabilities.

The dual boost of strong investor expectations around Q4 earnings and the strategic development in solar infrastructure is positioning Waaree Energies as a key player in India’s renewable energy transition.

Read the full article here: Sun Shines on Waaree Energies as Stock Jumps 6% Before Results — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

Waaree Energies reports a 296% increase in net profit to ₹493 crore for Q3, with revenue surging by 116%. The company is focusing on solar and green energy sectors for future growth.

Waaree Energies Ltd, a leading player in the solar energy sector and a prominent provider of renewable energy solutions, has reported a remarkable 296% increase in net profit for the quarter ended December 31, 2024. The company’s net profit reached ₹492.7 crore, a significant rise from ₹124.5 crore in the same period of the previous year.

In addition to the impressive profit growth, the company’s revenue surged by over 116%, amounting to ₹3,457.28 crore compared to ₹1,596.18 crore in Q3 of FY24. This revenue growth was slightly down from ₹3,574.38 crore in the September 2024 quarter. Waaree Energies’ performance in Q3 was driven by strong demand in the renewable energy sector, including solar technology and energy infrastructure solutions.

Company’s Expansion Plans and Future Prospects

Paithankar also highlighted the company’s global expansion, with a presence in the US, where Waaree Energies has commenced trial production at a 5.4 GW solar cell manufacturing facility and started the commercial production of a 1.6 GW solar module line. Approximately 15-20% of the company’s revenue comes from the US market, with continued expansion plans in high-potential regions.

Robust Order Book and Strategic Growth

As of January 2025, Waaree Energies has a robust order book standing at 26.5 GW, valued at approximately ₹50,000 crore. The company’s growth strategy remains rooted in strong execution, disciplined growth, and scaling up internal efficiencies, positioning Waaree Energies for continued success in the global renewable energy market.

Following the release of the Q3 results, the company’s stock closed 0.91% higher at ₹2,227.65 on the National Stock Exchange (NSE) on January 30, 2025.

Waaree Energies continues to drive innovation and growth within the renewable energy sector, playing a crucial role in India’s push toward a sustainable energy future.

Read the full article here: Waaree Energies Q3 Net Profit Surges 296% to ₹493 Crore — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).