Stocks to Watch on September 25, 2025: Tata Steel, Polycab, Lupin, Glenmark & 9 More Big Market Movers You Can’t Miss 🚀📈

The stock market never sleeps, and investors know that every trading session brings new opportunities to maximize returns. As we head into Thursday, September 25th, the spotlight is on 13 major companies making headlines for their strategic investments, block deals, mergers, and key business developments. Big names like Tata Steel, Polycab India, Waaree Energies, Birla Corp, Piramal Enterprises, Akzo Nobel India, Lupin, Dalmia Bharat, Glenmark Pharma, IPCA Laboratories, Newgen Software, GPT Infraprojects, and New India Assurance are set to dominate investor discussions. From massive fund infusions and licensing agreements to crucial mergers and regulatory updates, these stocks hold the potential to influence the market’s direction. In this detailed analysis, we’ll explore what makes these companies the “stocks to watch” and why traders should keep them on their radar. This article will help investors understand key triggers, decode market sentiments, and identify possible profit-making opportunities 🚀💰.

Tata Steel: Mega Investment in Overseas Unit 🌍

Tata Steel is once again proving its dominance in the steel sector with a substantial investment of ₹4,054.66 crore in its overseas arm, T Steel Holdings Pte. Ltd (TSHP). By acquiring 457.7 crore shares, Tata Steel has reinforced its global expansion strategy while keeping TSHP as a wholly-owned subsidiary. This move highlights the company’s focus on strengthening its international operations and ensuring long-term growth in global steel markets. Investors are keenly eyeing this deal, as such significant capital allocation often hints at aggressive expansion plans and potential returns in the future.

Polycab India Ltd: Promoters’ Block Deal 💼

Polycab India’s promoters have decided to sell a 0.81% stake through a block deal worth nearly ₹887.6 crore. With a floor price set at ₹7,300 per share, the offer represents a 3.09% discount from the last traded price. While such block deals may initially cause volatility in the stock, they also indicate healthy liquidity and strong institutional interest. Investors will be watching closely to see how the stock reacts post-deal and whether the discounted pricing sparks buying interest from long-term players.

Waaree Energies: Betting Big on Renewable Energy ☀️

In a move aligned with India’s green energy transition, Waaree Energies Limited has invested ₹300 crore in its subsidiary Waaree Energy Storage Solutions (WESSPL) through a rights issue. This bold step reflects Waaree’s commitment to becoming a leader in solar energy and energy storage solutions. With India’s renewable energy sector growing rapidly, this investment could position Waaree as a long-term winner in the clean energy space, attracting both retail and institutional investors who are bullish on sustainable investments.

Birla Corp: Securing Limestone Assets 🏗️

Birla Corp’s subsidiary RCCPL has emerged as the preferred bidder for the Kanpa-Junapani limestone block in Telangana. Spread across 3.38 square kilometers, this block ensures an 87.05% revenue share. For Birla Corp, securing limestone reserves is crucial, as limestone is a key raw material for cement production. This win strengthens its supply chain and guarantees steady raw material availability, boosting investor confidence in its future capacity expansion plans.

Piramal Enterprises Ltd: NCLT Approval for Merger 🤝

The merger of Piramal Enterprises Ltd with Piramal Finance has received NCLT approval, marking a major restructuring milestone. With Anand Piramal set to take over as chairman and Ajay & Swati Piramal continuing leadership roles, the company is entering a new growth phase. This merger is expected to streamline operations, improve financial efficiency, and create a stronger balance sheet, making Piramal Enterprises an attractive stock for investors seeking long-term value.

Akzo Nobel India: Promoter Stake Sale 💸

Akzo Nobel India has seen its promoter Imperial Chemical Industries sell a 5% stake worth ₹765 crore through a block deal. Prominent investors like Nippon India and WF Asian Smaller Companies Fund were among the key buyers. This strategic shift in shareholding signals fresh institutional participation, which could stabilize the stock price and create new momentum for growth. Investors will be monitoring how the market digests this ownership reshuffle.

Lupin Ltd: FDA Nod for Generic HIV Drug 💊

Pharmaceutical giant Lupin Ltd has received initial US FDA approval for a generic version of an HIV drug at its Nagpur facility. FDA approvals often act as strong positive triggers for pharma stocks, opening up lucrative revenue streams in the US market. With rising demand for affordable HIV treatments, Lupin’s entry into this space could significantly boost its international business and revenue trajectory.

Dalmia Bharat: ED Attachment of Land ⚖️

Cement manufacturer Dalmia Bharat has confirmed that the Enforcement Directorate (ED) has attached land worth ₹377.26 crore under the PMLA Act. While the company clarified that its operations remain unaffected and it will pursue legal recourse, such regulatory interventions often spark short-term volatility. Investors will be watching closely to see whether the issue escalates or resolves quickly, as it could impact sentiment in the near term.

Glenmark Pharma: Billion-Dollar Licensing Deal 💵

In a landmark move, Glenmark Pharma has entered into an exclusive licensing agreement with Hengrui Pharma for Trastuzumab Rezetecan, a new HER2-targeting cancer drug. The deal involves an upfront payment of $18 million and potential future payments of up to $1.09 billion, alongside royalties on sales. This agreement places Glenmark at the forefront of cutting-edge oncology therapies, making it one of the most exciting stocks in the pharma sector to watch right now.

IPCA Laboratories: Joint Development of Biosimilars 🔬

IPCA Laboratories has partnered with BioSimilar Sciences in the US to co-develop a next-gen monoclonal antibody biosimilar. With manufacturing to take place in Puerto Rico and a launch planned for 2027, this collaboration positions IPCA to tap into the high-growth biosimilars market. Investors see this as a long-term growth story, as biosimilars continue to gain traction globally due to their cost-effectiveness and rising demand.

Newgen Software: Strategic Agreement in Europe 🌐

Newgen Software Technologies’ UK-based unit has signed a five-year master services agreement with TCS N.V., Belgium. Covering cloud hosting, licensing, and implementation, the deal reinforces Newgen’s global presence in the software services market. The announcement has sparked optimism about recurring revenue and expanding international operations, making this a strong contender in the IT space.

GPT Infraprojects: Leadership Change 🏗️

Infrastructure company GPT Infraprojects has appointed Om Tanti as co-chairman effective September 24, 2025. Leadership transitions often serve as key turning points for companies, potentially driving fresh strategies and growth momentum. Market watchers are interested to see what new direction Om Tanti brings to the company’s infrastructure expansion plans.

New India Assurance: Tax Refund Boost 💰

State-owned New India Assurance Company Limited has received a refund of ₹249.79 crore from the Income Tax Department for the assessment year 2009–10, including ₹8.89 crore in interest. Such financial windfalls improve liquidity and strengthen the company’s balance sheet, offering additional comfort to investors in the insurance sector.

Conclusion 📝

As we head into Thursday’s trading session, these 13 stocks are set to capture investor attention with their dynamic developments. From mega investments and global expansions to regulatory approvals and leadership changes, each company has presented unique catalysts that could influence market performance. Whether you’re a seasoned trader or a retail investor, keeping an eye on these stocks could help you ride the next wave of profits.

FAQs ❓

Q1: Why is Tata Steel in focus today?
Tata Steel is in the spotlight due to its massive ₹4,054.66 crore investment in its overseas subsidiary TSHP, signaling aggressive expansion.

Q2: How will the Polycab India block deal impact its stock price?
The deal may cause short-term volatility but could attract long-term institutional investors, stabilizing the stock eventually.

Q3: What makes Glenmark Pharma a stock to watch?
Its billion-dollar licensing deal for a cutting-edge cancer drug positions it as a key player in the oncology sector.

Q4: Is Dalmia Bharat’s ED issue a major concern?
Currently, the issue has not affected operations, but investor sentiment will depend on how quickly the matter resolves.

Q5: Why is Waaree Energies considered a strong investment bet?
Its ₹300 crore investment in energy storage solutions aligns with India’s booming renewable energy sector, boosting long-term growth potential.