The Indian stock market witnessed a flurry of regulatory approvals, corporate alliances, strategic acquisitions, and product launches between September 12–15, 2025. From Infosys’ mega buyback to Piramal’s merger approval, and from defense orders to renewable energy expansions, the week highlighted the strong momentum in India’s economy.
1. Piramal Enterprises Merger Gets Final NCLT Nod
Piramal Enterprises received final approval from the National Company Law Tribunal (NCLT) for its merger scheme. This move is expected to streamline business operations and unlock shareholder value, strengthening Piramal’s position in financial services and pharmaceuticals.
2. Infosys Board Approves ₹18,000 Crore Share Buyback
Infosys, India’s second-largest IT services exporter, approved a massive ₹18,000 crore share buyback at a 25% premium. This is expected to boost EPS (Earnings Per Share) and ROE (Return on Equity) while signaling management’s confidence in long-term growth.
3. Sandur Manganese Capital Expansion
Sandur Manganese secured approval to expand its share capital base to ₹600 crore, paving the way for new investments and capacity growth in mining and allied sectors.
4. IREDA Raises ₹453 Crore via Bonds
The Indian Renewable Energy Development Agency (IREDA) successfully raised ₹453 crore through bond issuance, highlighting investor appetite for green financing.
5. NSE & SEBI Policy Updates
- The NSE granted in-principle approval for SME migration to the main board, opening new opportunities for mid-sized firms.
- SEBI approved the T+2 trading framework for bonus shares, reducing settlement cycles and improving liquidity.
- The Finance Ministry approved a securities transaction tax (STT) hike on F&O contracts effective October 1.
- The BSE revised fees for Sensex and Bankex options, impacting derivatives traders.
- Share buybacks will now be taxed as dividends under the new rules, slightly altering investor sentiment.
6. GreenVolt Renewables IPO Gets SEBI Nod
SEBI cleared a ₹1,200 crore IPO by GreenVolt Renewables, marking another major listing in the clean energy space.
1. Infosys-HanesBrands AI Partnership
Infosys signed a 10-year strategic alliance with HanesBrands to drive AI-led digital transformation. The deal is seen as a landmark win for Infosys in global retail.
2. NBCC Signs ₹3,700 Crore MoU with RIICO
NBCC inked a large ₹3,700 crore agreement with Rajasthan State Industrial Development and Investment Corporation (RIICO) for infra development, supporting India’s urban expansion plans.
3. Major Infra, Defense & Energy Deals
- Texmaco Rail bagged a ₹113 crore axle supply contract from Indian Railways.
- L&T won a ₹2,500 crore order for metro rail signaling systems.
- BEL secured a ₹1,800 crore defense electronics contract.
- Tata Power signed a long-term solar supply agreement with NTPC.
- Ashok Leyland received an ₹800 crore defense vehicle order.
- Adani Ports signed a strategic pact with Sri Lanka Port Authority.
- Wipro won a multi-year IT transformation contract with a European bank.
4. Airport & Retail Expansion
- Travel Food Services secured contracts for 11 QSR outlets at Cochin Airport.
- Strategic deals in ports and logistics underscore India’s global connectivity.
The week also saw a strong wave of M&A deals and stake buys:
- JSW Infrastructure acquired a brownfield rail siding project in Ballari to strengthen logistics.
- Reliance Retail acquired a 51% stake in Urban Ladder, boosting its furniture and lifestyle portfolio.
- HDFC Bank bought a 10% stake in fintech startup CredWise, signaling a push into digital lending.
- Tata Consumer Products acquired NourishCo Beverages from PepsiCo, enhancing its FMCG play.
- Zomato completed the ₹4,447 crore Blinkit acquisition, consolidating its quick-commerce position.
- Adani Green acquired 300 MW of solar assets from Azure Power.
- Mahindra Logistics bought a stake in EV fleet operator eDel.
- Vedanta acquired nickel mining rights in Odisha, strengthening India’s critical minerals supply chain.
- ICICI Prudential invested ₹500 crore in government bonds, signaling confidence in debt markets.
The product and order pipeline remained strong across auto, pharma, and technology:
- Crompton Greaves launched a new Laser Ray DMaxx 60W Batten in consumer lighting.
- Maruti Suzuki secured an export order for 5,000 Jimny SUVs, boosting its global footprint.
- Bharat Forge bagged a ₹600 crore order for aerospace components.
- TCS launched an AI-powered retail analytics platform, enhancing its digital offerings.
- Hero MotoCorp won a large EV scooter order from a state government.
- Biocon received USFDA approval for Insulin Glargine, strengthening its biosimilars portfolio.
- Sun Pharma got a WHO order for Molnupiravir.
- Lupin launched a generic ADHD drug in the US market.
- Havells India rolled out a smart home automation line.
- Tata Elxsi won an order for autonomous vehicle simulation software.
This week’s corporate updates reflect:
- Strong momentum in IT and digital transformation (Infosys, Wipro, TCS).
- Rising defense and infra orders, indicating government-led growth.
- Continued M&A activity, especially in consumer, retail, and renewable energy.
- Policy and regulatory updates (STT hike, IPO approvals) shaping investor strategies.
With the Nifty and Sensex trading near record highs, these developments are expected to influence sectoral rotation, FII/DII flows, and retail participation in the coming weeks.