On September 4, India’s benchmark BSE Sensex closed at 80,718.01, up 150.30 points or 0.19%, while the NSE Nifty 50 ended at 24,734.30, gaining 19.25 points or 0.08%.
Looking ahead, investors will track licensing deals in pharma, regulatory reforms in insurance, technology incidents, infrastructure projects, manufacturing joint ventures, fundraising plans, and leadership changes across multiple sectors.
Zydus’ subsidiary has signed an exclusive licensing and supply agreement with Netherlands-based Synthon BV to market generic Ozanimod capsules in the US. The multiple sclerosis drug has received tentative FDA approval and is set for a 180-day shared exclusivity upon launch, strengthening Zydus’ specialty portfolio in the US market.
HDFC Life will adopt the revised GST structure on all individual insurance products effective September 22, 2025. The company expects the reform to boost demand and improve policy persistency, while the impact on Embedded Value (EV) is estimated to be marginal at less than 0.5%.
IHCL, part of the Tata Group, reported a malware incident affecting certain IT systems. The company confirmed that business operations remain unaffected, with the impact contained. Authorities have been notified, and IHCL is closely monitoring the situation to ensure security.
PepsiCo’s global bottling partner has established a joint venture, White Peak Refrigeration Pvt. Ltd., in India to manufacture visi-coolers and refrigeration equipment. This follows an earlier disclosure in July and marks Varun Beverages’ expansion into the cold-chain equipment space.
RPP Infra has secured a ₹134.21 crore order from the Maharashtra State Industrial Development Corporation (MSIDC) for improving two key roads spanning 31 km in Raigad district’s Karjat taluka. The project is expected to be completed within 12 months.
Read More: Upcoming Dividends in September 2025: NTPC, ONGC, Patanjali Foods, and More.
Pharma licensing deals by Zydus, GST reforms for HDFC Life, cybersecurity updates from IHCL, manufacturing expansion by Varun Beverages, and infrastructure orders for RPP Infra are among the key developments shaping market action. Additional fundraises, supply tie-ups, plant updates, and leadership changes across sectors will also influence trading activity on September 5.
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.
Published on: Sep 5, 2025, 8:25 AM IST
Neha Dubey
Neha Dubey is a Content Analyst with 3 years of experience in financial journalism, having written for a leading newswire agency and multiple newspapers. At Angel One, she creates daily content on finance and the economy. Neha holds a degree in Economics and a Master’s in Journalism.
Know MoreWe're Live on WhatsApp! Join our channel for market insights & updates
Get the link to download the App
