The H-1B visa fee hike has spooked the markets. Will the Indian markets be able to reverse the downtrend? Here are updates on all the stocks making headlines. You can check these stocks to stay informed about all key developments.
Earlier on Thursday, the NSE Nifty 50 closed the session 166 points or 0.66% lower at 25,890, while the BSE Sensex fell 555 points or 0.68% to close at 81,160.
Stocks to watch on September 26, 2025
Afcons Infrastructure
Firoz Cyrus Mistry, son of the late Cyrus Mistry, and veteran banker Santosh Balachandran Nayar have joined the board of Afcons Infrastructure, the engineering and construction company of the Shapoorji Pallonji Group. Last month, Pallon S Mistry, son of Shapoorji Pallonji group chairman Shapoor Mistry, joined the board, indicating next-gen family involvement in Afcons.
Telecom stocks
The Department of Telecommunications (DoT) has said that spectrum sharing for satellite communications (satcom) will require a stricter regulatory framework, given the possibility of interference as multiple players enter the market. While no incumbent operator exists today, officials told Fe that the rules cannot be framed only for current conditions.
Pharma stocks
US President Donald Trump on Thursday announced tariffs of up to 100% on imports of branded and patented pharmaceutical products from October 1. “Starting October 1st, 2025, we will be imposing a 100% Tariff on any branded or patented Pharmaceutical Product, unless a Company IS BUILDING their Pharmaceutical Manufacturing Plant in America,” Trump said on Truth Social.
Hindustan Aeronautics
The Ministry of Defence signed a Rs 62,370 crore deal with Hindustan Aeronautics (HAL) for the procurement of 97 Light Combat Aircraft on Thursday. In a statement, the Defence Ministry said that the delivery of these aircraft would commence during 2027-28 and be completed over a period of six years.
ABB India
ABB India on Thursday said that it is investing over Rs 140 crore to expand and modernise its Low Voltage (LV) motors manufacturing facility in India. This investment comes alongside the launch of IE5 ultra-premium efficiency motors, further cementing India’s key role as a hub for global innovation and technological excellence, a company statement said.
Reliance Industries
Reliance Consumer Products Ltd (RCPL) on Thursday signed a Rs 40,000-crore agreement with the Food Processing Industries Ministry to establish integrated food manufacturing facilities across the country, reported PTI, citing sources. The Memorandum of Understanding (MoU) to this effect was signed at the World Food India 2025 event here, the sources said.
BHEL
Bharat Heavy Electricals (BHEL) said its board of directors has taken note of the Department of Investment and Public Asset Management’s (DIPAM) decision not to approve the proposed joint venture with REC Power Development and Consultancy. In a filing, BHEL stated that the matter was discussed in its board meeting held on September 25, 2025. The company added that the update follows its earlier clarification dated May 10, 2025.
Nuvoco Vistas
Nuvoco Vistas Corporation said it has received a show-cause notice from the Joint Commissioner (Prev), CGST & Central Excise, Raipur, pertaining to the period FY20 to September 2024 of FY25. The notice, received on September 24, 2025, alleges invoicing by the company’s carrying and forwarding agents (C&FAs) without the actual supply of cement. The demand totals Rs 37.61 crore, with an additional penalty of Rs 74.87 crore, aggregating to Rs 112.48 crore.
RITES
RITES received a letter of award from Talis Logistics, South Africa, for the supply and commissioning of overhauled in-service, specially designed locomotives. The contract, valued at $18 million, will be executed within 6-8 months from the receipt of advance, RITES added. The exchange filing stated, “We are pleased to inform you that RITES has received a letter of award from Talis Logistics, South Africa, for the Supply and commissioning of overhauled in-service Cape Gauge ALCO Diesel Electric Locomotives.”