Stocks to Watch for September 1: ITC, Happiest Minds, HDFC Bank, ONGC and more

From Oil and Pure Fuel Company (ONGC) planning to spend greater than ₹30,000 crore on capital expenditure this yr to Cipla securing unique rig…

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ITC Ltd | ITC Infotech has agreed to accumulate 22.106% of Happiest Minds Applied sciences from its promoter group, together with founder Ashok Soota and Ashok Soota Medical Analysis LLP, marking a major change within the possession construction of the Bengaluru-based IT providers firm.

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ONGC | Oil and Pure Fuel Company plans to spend greater than ₹30,000 crore on capital expenditure this yr because it seems to be to spice up income, strengthen its fuel portfolio and drive development throughout the power worth chain.

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Lodha Builders Ltd | The agency has acquired the remaining 20% stake in Bellissimo Infratech Non-public Ltd, making it an entirely owned subsidiary. The corporate stated the acquisition, valued at ₹73.52 crore in money, is a part of its development technique.

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NCC Ltd | Infrastructure firm stated it obtained three orders price a complete of ₹430.19 crore, excluding Items and Providers Tax (GST), throughout August 2026. The orders pertain to the corporate’s buildings division.

n NVIDIA logo and a computer motherboard appear in this illustration taken August 25, 2025. REUTERS

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E2E Networks Ltd | Cloud infrastructure firm stated it has entered right into a binding time period sheet with a sovereign synthetic intelligence (AI) firm primarily based in India for offering NVIDIA Blackwell cloud graphics processing models (GPUs) and allied providers. The association has an combination contract worth of roughly ₹1,000 crore, excluding relevant taxes, and stays legitimate till June 2029.

hdfc bank

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HDFC Financial institution | ICICI Financial institution is closing in on HDFC Financial institution to change into India’s most valued financial institution, with the market-cap hole between the 2 lenders shrinking to only ₹49,167 crore on Monday — a dramatic narrowing from ₹4.17 lakh crore earlier than the abrupt exit of HDFC Financial institution chairman Atanu Chakraborty. HDFC Financial institution is presently valued at ₹10,92,648 crore, whereas ICICI Financial institution is valued at ₹10,43,481 crore.

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Cipla Ltd | The agency has secured unique rights to develop and commercialise an experimental HER2-targeted most cancers drug in India, South Africa and 5 different rising markets by a licensing settlement with China’s Chia Tai Tianqing Pharmaceutical Group (CTTQ).

(Picture Credit score : https://www.milkymist.com/)

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Milky Mist Dairy Meals Ltd | Dairy merchandise maker reported an 829% year-on-year leap in internet revenue to ₹65 crore for the primary quarter, in contrast with ₹7 crore within the year-ago interval.

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Brigade Enterprises Ltd | Realty agency introduced its entry into Coimbatore with plans to develop a residential mission unfold throughout 5.4 acres in Saravanampatti.

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PVR INOX Ltd | Multiplex chain operator authorised a buyback of as much as 20,68,965 absolutely paid-up fairness shares at ₹1,450 per share, for an combination quantity of as much as ₹300 crore.

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EPL Ltd | Blackstone-owned Epsilon Bidco Pte is more likely to promote as much as 26.4% fairness in speciality packaging firm EPL Ltd by a block deal, sources stated. The proposed transaction may elevate round ₹1,985 crore by the sale of as much as 8.45 crore shares. The provide worth has been set at ₹235 per share, implying a reduction of as much as 10.3% to the present market worth.

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Himadri Speciality Chemical Ltd | The agency has included an entirely owned subsidiary, Ardent Impex FZCO, in Dubai Airport Free Zone, Dubai, UAE.

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Kiri Industries Ltd | The agency’s board has authorised the problem of 60.83 lakh warrants to the promoters and members of the promoter group by a preferential problem. The warrants shall be convertible into an equal variety of fairness shares at a difficulty worth of ₹475 per warrant, topic to regulatory and shareholder approvals.

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