Indian stock markets are anticipated to be influenced by specific companies on Tuesday as investors keep an eye on corporate news, order wins, acquisitions, capacity expansions, and shifts in management.

The semi-annual rebalancing of the Nifty index is also set to take effect at the end of trading today.

In this reshuffle, BSE will replace Wipro in the Nifty 50 index, effective after trading concludes on September 29.

Shareholders of Ambuja Cements and ACC are convening to discuss and approve the proposed merger, a move that could significantly impact the cement sector and corporate frameworks.

Time Technoplast’s board is scheduled to review the merger of its subsidiary, TPL Plastech, into the parent company.

Transport Corporation of India (TCI) will also attract attention as its board evaluates a proposal for a share buyback.

Prasol Chemicals has reported impressive year-on-year growth in its consolidated results for the first quarter of FY27, with revenue surging to Rs 434 crore from Rs 320 crore—a 36 percent increase. EBITDA rose dramatically by 120 percent to Rs 90 crore from Rs 41 crore, improving the EBITDA margin from 12.8 percent to 20.8 percent. The profit after tax jumped by 154 percent to Rs 61 crore, compared to Rs 24 crore last year.

Rays of Belief has reported revenue of Rs 25 crore, a 137 percent increase from Rs 11 crore year-on-year. Its EBITDA has grown to Rs 5 crore from Rs 1 crore, and the margin has jumped to 19.5 percent from 5.4 percent, leading to a profit of Rs 3 crore compared to a loss of Rs 1 crore in the same period last year.

Honasa Consumer, known for its Mamaearth brand, is expected to see a block deal valued at around Rs 400 crore, with approximately 89 lakh shares changing hands at a floor price close to Rs 450 per share, which is about 3.4 percent lower than the current market price. This transaction could involve the sale of a stake of up to 2.73 percent, with Sequoia Capital and Peak XV Partners potentially among the sellers.

NCC has been awarded a Rs 1,077 crore contract by the Andhra Pradesh government for a drinking water supply project from the Yeleru Reservoir, with a completion timeline of 24 months. The contract award letter was received on September 26.

The Indian Railway Finance Corporation has entered into a Rs 4,200 crore loan agreement with Damodar Valley Corporation to fund renewable energy initiatives in Jharkhand and West Bengal.

Ellenbarrie Industrial Gases has secured a Rs 480.73 crore order from BHEL for a cryogenic air separation unit in Jharsuguda, Odisha. This unit, with a capacity of 1,200 tonnes per day, will be delivered under a turnkey contract that encompasses design, supply, and installation, projected for completion within 24 months.

Power Mech Projects has been awarded a Rs 279 crore contract by Telangana Power Generation for the operations and maintenance of the coal and ash handling facility at Yadadri Thermal Power Station, with a contract duration of three years.

GE Shipping has contracted for a new Suezmax tanker with a capacity of 157,000 deadweight tonnes, which will be constructed by a prominent Asian shipbuilder and is expected to be delivered in the latter half of FY29. The purchase will be financed through internal resources.

Additionally, the company plans to acquire two second-hand Kamsarmax carriers, with these transactions anticipated to finalize in the third quarter of FY27.

ITC has completed its acquisition of Sproutlife Foods, purchasing a full 100 percent stake for Rs 645 crore, which includes the acquisition of an additional 13,445 shares. This acquisition increases ITC’s stake from approximately 47.5 percent to a full 100 percent.

Pidilite Industries has teamed up with Hwaseung Chemical from South Korea to develop footwear adhesives, aiming to introduce advanced adhesive technologies in India, particularly for high-performance sports footwear.

Vikram Solar has received a 400-MW module supply order from a domestic EPC firm for agri-solar projects in Maharashtra.

Anupam Rasayan India has finalized the acquisition of a 48.2 percent stake in Bliss GVS Pharma for Rs 229 per share via its subsidiary, Mates Visa Consultancy. This transaction was financed through a Rs 300 crore term loan and Rs 1,450 crore in non-controlling instruments.

Sudarshan Chemical has agreed to acquire a 15.89 percent stake in Sudarshan Colorants India for Rs 150.76 crore, involving the purchase of 36.68 lakh equity shares from Sudarshan Europe B.V. The deal will raise its total stake in the target company to 70.26 percent.

Zydus Lifesciences reported that a US FDA inspection at its Ahmedabad SEZ II facility took place from September 21 to 28, resulting in one observation, none of which pertained to data integrity.

NALCO showcased investment prospects at the Angul Aluminium Park during a recent roadshow, aiming to promote downstream aluminium industries in the area. The company plans to provide 50,000 tonnes of hot metal annually at discounted rates, with over 250 investors attending the event.

CONCOR, during its 38th annual general meeting, revealed plans to expand its terminal network to 100, targeting 500 rakes and 70,000 containers, while also exploring new business avenues, technology enhancements, and increasing EXIM and domestic container volumes.

TruAlt Bioenergy’s promoter group member, Nirani Holdings, purchased 1.22 lakh shares at Rs 458.05 each through open-market transactions on the NSE. This Rs 5.57 crore acquisition raised its stake from 2.11 percent to 2.25 percent.

Kamala Murugesh Nirani, a member of the promoter group, has pledged 3 lakh shares valued at around Rs 13.17 crore with Jio Credit as collateral for debt incurred by Vijaykumar Nirani and Vishal Nirani to acquire additional shares of TruAlt Bioenergy.

PNC Infratech also witnessed promoter group buying activity, with Meena Jain acquiring 99,500 shares and Ashita Jain purchasing 3.59 lakh shares through open-market transactions on September 25.

Lloyds Metals and Energy’s subsidiary, Thriveni Earthmovers, issued 3.50 crore new shares at Rs 173.36 each, totaling an investment of Rs 606.76 crore. As a result, Lloyds Metals’ stake has risen to 71.89 percent.

Allcargo Logistics announced that Ketan Kulkarni will resign as MD and CEO on December 31, 2026, transitioning to the role of Chief Growth Officer from January 1, 2027. Vijay Nehra is set to take over as MD and CEO, pending shareholder approval.

Sagar Cements’ subsidiary, Andhra Cements, has successfully completed the expansion of its grinding capacity at the Dachepalli plant in Andhra Pradesh, increasing capacity from 1.82 MTPA to 3 MTPA, which raises the total cement manufacturing capacity of the group to 11.75 MTPA.

Prestige Estates has provided a corporate guarantee of Rs 400 crore for its subsidiary, Prestige Hospitality Ventures, in relation to a loan facility from Axis Bank.