Daily Updates Report 23rd September 2025 from Ventura Securities
Market Commentary
Overnight global action was positive : On 22nd Sept , U.S. markets were positive with S&P 500 up by 29.41 pts (+0.44%), Dow Jones was up by +66.27 pts (+0.14%) and Nasdaq was up by +134.83 pts (+0.55%). India VIX was up by ~5.92%. GIFT Nifty is trading flat at ~25,308 (+16.50 pts, +0.07%) indicating Indian markets will open positively.
On 22nd Sept, advance decline ratio on NSE was 1184: 1928 and BSE was 1688 : 2612, which showed weakness in the overall markets.
Index Options Data Analysis:
Sensex max call OI is at 83,000 and max put OI is at 82,000 with PCR of 0.59
Nifty max call OI is at 25,500 and max put OI is at 25,300 with PCR of 0.57
Bank Nifty max call OI is at 56,000 and max put OI is at 55,000 with PCR of 0.95
Securities in Ban for F&O Trade for 23rd-SEP-2025:
RBLBANK, HCFL, SAMMAANCAP
Sectors in Focus:
Energy : Nifty Energy index was up by +0.69%,ATGL (+19.99%), ADANIPOWER (+19.98%), and ADANIGREEN (+11.87%) were supporting the index.
Media : Media index was up by +0.48% with ZEEL (+2.93%), NAZARA (+1.78%) are the among top gainers.
Metal: Nifty Metal index was up by +0.39% with HINDCOPPER (+4.42%), ADANIENT (+3.98%), and HINDZINC (+1.53%) contributing positively to the index.
IT : Nifty IT index was down by -2.94% with MPHASIS (-4.70%), LTIM (-4.60%) and COFORGE (-4.46%) among the laggards.
Pharma: Nifty Pharma index was down by -1.41%, top losers were LARUSLABS (-3.13%), GLENMARK (-3.03%) and GRANULES (- 3.01%).
Healthcare : LARUSLABS (-3.13%), GLENMARK (-3.03%) and GRANULES (-3.01%) dragged the Nifty Healthcare index by - 1.07%
Stocks in the News
1. NTPC Green Energy Limited (CMP: 103.8, MCap: 87465, Sector: Power Generation & Distribution, Valuation: 53.28x TTM EV/EBITDA) NTPC Green Energy reported that a 9.9 MW wind capacity out of a total 92.4 MW project in Bhuj, Gujarat, operated by Ayana Renewable Power Four Private Limited (a subsidiary of their joint venture with ONGC), commenced commercial operations on September 24, 2025, advancing their renewable energy goals. NTPCGREEN
2. KEC International Limited (CMP: 865.95, MCap: 23052, Sector: Infrastructure, Valuation: 12.2x FY26 EV/EBITDA) KEC International secured orders worth Rs. 3,243 crores in the International T&D business, significantly bolstering their order book and reinforcing their position in the global transmission and distribution sector with highvalue contracts. KEC
3. Brigade Enterprises Limited (CMP: 924.45, MCap: 22601, Sector: Real Estate, Valuation: 13.66x FY26 EV/EBITDA) Brigade Group signed a residential development deal in South Bengaluru with a gross development value of Rs. 1,200 crores, spanning 7.5 acres in Banashankari, marking a strategic expansion in the region's real estate market. BRIGADE
4. Avantel Limited (CMP: 189.75, MCap: 5028, Sector: Telecommunications, Valuation: 56.77x TTM EV/EBITDA) Avantel secured new orders or contracts, bolstering their business prospects, with this development signifying growth in their order book and potential revenue increase, though specifics were not detailed. AVANTEL
5. JK Lakshmi Cement Limited (CMP: 888.75, MCap: 11033, Sector: Cement, Valuation: 24.17x FY26 P/E) JK Lakshmi Cement commenced operations of an additional 1.35 million tonnes per annum grinding unit in Surat and completed de-bottlenecking of cement mills at Jaykaypuram, Sirohi, boosting production capacity. JKLAKSHMI
6. Rajoo Engineers Limited (CMP: 93.6, MCap: 1672, Sector: Industrial Machinery, Valuation: 27.32x TTM EV/EBITDA) Rajoo Engineers acquired a 60% stake in Kohli Printing and Converting Machines Private Limited, marking a significant leap in plastic converting technology to enhance their technological capabilities and market reach. RAJOOENG
SMS subject to Disclosures and Disclaimer goo.gl/8bCMyQ
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