Introduction
As the stock market gears up for Monday, September 22, investors should keep a keen eye on specific stocks that could present promising opportunities for profit. This article highlights critical updates across various sectors including IT, infrastructure, oil, pharma, and real estate, providing insights into which companies may be worth watching.
IT Sector Under Pressure
The IT sector remains a focal point as fresh updates emerge from the White House regarding the H-1B visa fee, which now stands at $100,000, applying only to new applications. Companies like TCS, Wipro, Infosys, HCL Technologies, and Tech Mahindra may face challenges transferring this additional cost to their clients. This ongoing concern could keep pressure on IT stocks in the coming trading session.
Infrastructure Developments
HUDCO has signed agreements with NBCC for four construction projects across Uttar Pradesh, Haryana, Gujarat, and Delhi. These developments could signal growth prospects for investors focusing on infrastructure stocks, especially with a set completion date of September 19, 2025.
Real Estate Investment Signals
Brigade Enterprises reports a significant investment of ₹126 crores by Manipal Education and Medical Group in its North-West Bengaluru Twin Towers Project. This investment underscores confidence in the commercial real estate sector and may attract further investor interest.
Tech Innovations and New Orders
Netweb Technologies has secured a substantial new order worth ₹450 crores. The company will supply GPU-accelerated systems as part of a project expected to conclude by the end of FY 2026, making it a stock to watch for technology investors.
Strategic Partnerships in Defense and Heavy Industries
Swan Defence and Heavy Industries (SDHI) has entered into a ₹4,250 crores agreement with the Gujarat Maritime Board. This partnership aims to modernize the Pipavav Port shipyard while enhancing the national maritime supply chain. Furthermore, an investment of ₹200 crores will establish a Centre of Excellence dedicated to training over 1,000 young individuals in shipbuilding and design annually.
Renewable Energy Ventures
Oil India announced a joint venture agreement with Rajasthan’s RVUNL to develop a 1.2 gigawatt renewable energy project. This move aligns with the company’s commitment to green energy initiatives, positioning it favorably amidst the global shift towards sustainability.
Major Manufacturing Agreements
Hariom Pipe Industries has signed a memorandum of understanding with the Maharashtra government for a ₹3,135 crores integrated steel plant in Gadchiroli. The collaboration aims to bolster the infrastructure of the region, making this an attractive opportunity for investors in the manufacturing sector.
Contract Wins in Road Development
PNC Infratech has been awarded a ₹495.5 crores contract from the Bihar State Road Development Corporation. This project involves the construction of a 21.3 km long bridge and approach road, expected to be completed within three years, further establishing PNC as a key player in infrastructure development.
International Collaborations
Redington’s Turkish subsidiary, Arena Bilgisayar, has announced an $8 million agreement for device distribution, enhancing its business presence in Turkey. Such international partnerships can provide significant growth avenues for the company.
Regulatory Challenges in Pharma
Lupin faces scrutiny following four observations from the US FDA at its Pune biotech plant regarding a specific drug’s approval. Investors should monitor the company’s response to these challenges, as they may affect its stock performance.
Leadership Changes at Piramal Enterprises
Piramal Enterprises has announced the resignation of its CFO, Upma Goyal, effective September 30, 2025. This leadership change comes shortly after the NCLT Mumbai bench approved the merger of the company with Piramal Finance Limited, impacting investor sentiment.
Strategic MoUs in Shipping
The Shipping Corporation of India has signed an MoU with major oil companies BPCL, HPCL, and IOC. This partnership is expected to strengthen India’s energy logistics network, making it a stock to watch in the energy sector.
Conclusion
As we approach September 22, these twelve stocks could provide significant opportunities for investors. Staying informed on the latest developments and market trends is essential for making informed investment decisions.
