Daily Market Update - 25th September 2026 - Ventura Securities Ltd
Market Outlook: Indian markets are likely to open flat, with Gift Nifty marginally higher by 0.01% despite mixed global cues. US markets ended largely unchanged, with the S&P 500 declining 0.02%, Dow Jones falling 0.31%, while Nasdaq 100 gained 0.03%. Domestic markets witnessed broad-based selling in the previous session, with Nifty 50 declining 1.64% and Sensex falling 1.67%. Market breadth remained weak, with NSE recording 942 advances against 2,586 declines, while BSE witnessed 1,362 advances versus 3,013 declines. Options data indicates Nifty Call OI concentration at 24,000 and Put OI concentration at 23,000, with PCR at 0.94, indicating cautious positioning among traders.
FII & DII Activity: Institutional flows remained divergent, with FIIs/FPI turning net sellers with outflows of Rs 5,027.4 crore, while DIIs provided support through net buying of Rs 4,301.2 crore. The strong domestic institutional participation partially cushioned the impact of foreign outflows amid heightened global uncertainty and weakness across broader markets.
Sector Activity: Sectoral performance remained under pressure, with all major sectors closing in negative territory. Financial Services declined 2.39%, led by weakness in banking stocks, while Metal (-1.96%), Auto (-1.57%), Services (-1.74%), Construction (-1.67%), Manufacturing (-1.29%), Oil & Gas (-1.23%) and FMCG (-1.08%) witnessed selling pressure. IT (-0.44%), Pharma (-0.45%) and Healthcare (-0.66%) relatively outperformed but remained marginally negative.
F&O Activity: Derivative data indicated fresh long build-up in ICICI Lombard General Insurance, Oil India, MCX, Mankind Pharma and Divi’s Laboratories. Short build-up was observed in Policybazaar, Max Financial Services, LT Finance, Bank of Maharashtra and AU Small Finance Bank. Long unwinding was witnessed in Mazagon Dock, Hyundai Motor India, Waaree Energies, PI Industries and IREDA, while short covering was seen in Kaynes Technology, Zydus Lifesciences, Dixon Technologies, OFSS and GMR Airports.
Top 5 News:
1. Dr Lal PathLabs: The company acquired a 70% stake in SN Genelab Private Limited (S N Gene), expanding its presence in the diagnostics segment. Transaction value was not disclosed in the exchange filing summary.
2. RR Kabel: The company’s board approved the acquisition of the business undertaking of U M Cables Limited, aimed at expanding capabilities in the cables segment. Financial consideration was not disclosed.
3. Swelect Energy Systems: The company acquired additional equity shares of USolar Assetco Four Private Limited and acquired GNU Solar Assetco Two Private Limited, strengthening its renewable energy asset portfolio. Transaction value was not disclosed.
4. Lemon Tree Hotels: The company acquired a land parcel in Bandra East, Mumbai through its subsidiary Fleur Hotels to develop a Lemon Tree Premier hotel near Bandra Kurla Complex, expanding its premium corporate hospitality presence.
5. Acutaas Chemicals: The company approved acquisition of equity shares in its step-down subsidiary. The transaction was disclosed under Regulation 30; consideration details were not available in the exchange summary.
SMS subject to Disclosures and Disclaimer goo.gl/8bCMyQ
SEBI Registration No.: INH000001634
