Stocks to Watch on September 29, 2025: BEL, Waaree, HUL, JSW Steel and More

The Indian markets slipped after the US announced new tariffs and hiked H-1B visa fees. Whether this downtrend can be reversed remains to be seen. Here’s a look at the key stocks making news today.

On Friday, the NSE Nifty 50 ended 236 points (0.95%) lower at 24,655, while the BSE Sensex dropped 733 points (0.90%) to settle at 80,426.

Bharat Electronics (BEL)

The Indian Army has issued a tender to buy 5–6 regiments of the ‘Anant Shastra’ missile system, developed by DRDO. BEL will be the supplier.

Waaree Energies

The US is probing Waaree Energies for allegedly bypassing anti-dumping duties by labelling Chinese and Southeast Asian solar cells as “Made in India.” Waaree says it follows all laws and is cooperating.

Sunteck Realty

Sunteck launched an ultra-luxury brand, Emaance, with properties priced over ₹2.5 lakh per sq. ft. Projects will be launched in South Mumbai and Downtown Dubai.

HDFC Bank

HDFC Bank’s Dubai branch has been barred by the Dubai regulator (DFSA) from onboarding new clients from September 25. Restrictions also cover activities like advising and investment deals.

Hindustan Unilever (HUL)

HUL reported weaker sales in Q2FY26 due to GST 2.0 reforms. Distributors delayed fresh orders, and consumers slowed down pantry purchases.

JSW Steel

The Supreme Court cleared JSW Steel’s ₹19,700 crore plan for Bhushan Power & Steel, overturning an earlier liquidation order. This ensures creditors’ approval stands.

Deepak Nitrite

Subsidiary Deepak Chem Tech commissioned a new hydrogenation plant in Dahej with a capex of ₹115 crore, strengthening its manufacturing base.

VIP Industries

Promoters Piramal Vibhuti Investments and Kiddy Plast sold a 6.2% stake (worth ₹343 crore) via a block deal. Multiples PE Fund and Samvibhag Securities were key buyers.

Also Read: Waaree Energies To Offload 14.66% Stake In Indosolar Ltd!

Conclusion

From defence deals and luxury real estate launches to regulatory challenges and industrial expansions, today’s market spotlight is on a diverse mix of companies. Investors should keep a close eye on these 10 stocks as they may drive market movements.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.