Stocks to watch, Sept 15: HDFC Bank, Tata Group stocks, TCS, Infosys, HFCL, BHEL, Piramal Pharma, Emami

The domestic stock market opened higher on Tuesday, September 15, after a long weekend. The GIFT NIFTY futures had indicated a positive opening, with the NIFTY50 expected to open around 34 points higher.

At 9:44 AM, the NIFTY50 was trading 42.25 points, or 0.18%, higher at 23,440.35, while the S&P BSE SENSEX was up 205.75 points, or 0.28%, at 74,987.51.

HDFC Bank also announced changes to its board, increasing the number of whole-time directors to four from the present three, and also appointing chief credit officer Jimmy Tata as a whole-time director, as per an exchange notification.

The Reserve Bank has rejected Tata Sons' application to surrender its core investment company registration, killing the Tata Group holding company's attempt to avoid a mandatory stock-market listing and setting the stage for it to become publicly traded.

In contrast, oil marketing companies (OMCs) such as Indian Oil Corporation, BPCL and HPCL could face margin pressure if higher crude costs are not fully passed on to consumers.

Higher input costs could also weigh on paints and tyre companies, including Asian Paints, Berger Paints, Indigo Paints, MRF, Apollo Tyres and JK Tyre.

Aviation stocks such as IndiGo and Air India-linked entities could also remain under pressure as jet fuel costs rise, while Reliance Industries could see mixed implications given its upstream oil and refining businesses.

The broader market could also track the impact of higher crude on inflation, the rupee and corporate input costs.

Zudio offers affordable propositions and has expanded rapidly since its launch in 2016, according to a regulatory filing by Trent.

The brand's network now spans over 300 cities and has served more than 100 million customers over the past decade, the company said.

The company board has approved additional capacity expansion of 46 lakh fibre kilometres (Kms) per annum for optical fibre, 56.4 lakh fibre Kms per annum for optical fibre cable and 300 metric tonnes (MT) per annum for preform, the filing said.

"The additional capital expenditure for the proposed capacity expansion is estimated at approximately Rs 820 crore. The investment will be funded through an appropriate mix of internal accruals, proceeds from the preferential issue of warrants already issued to the promoter, promoter group entity, borrowing from financial institutions...," the filing said.

The US FDA conducted the inspection at the facility from September 3-11, 2026, the company said in the filing.

"At the conclusion of the inspection, the USFDA issued a Form 483 with 7 observations. These observations are related to enhancements in our practices, procedures and documentation," Piramal Pharma stated.

The company said it is addressing these observations and preparing a detailed response for submission to the USFDA within the stipulated timeline.

Piramal Pharma added that it remains committed to maintaining the highest standards of compliance and will work closely with the agency to address all observations comprehensively.

Put simply, MNP, or mobile number portability, allows telecom users to switch from one operator to another without changing the mobile number.

According to reports, concerns were raised by telcos over Vodafone Idea's alleged practices aimed at coaxing customers to switch networks.

The main objective of the JVC is to carry out EPC contracts for power plants and other infrastructure projects, as well as manufacture and supply of equipment in India and abroad.

"The Board of Directors in its Meeting held today (September 14, 2026) has, inter alia, approved further investment of ₹65 crore (in one or more tranches) as BHEL’s equity contribution in NTPC BHEL Power Projects Private Limited (NBPPL), BHEL’s Joint Venture with NTPC Ltd," an exchange filing said.

NBPPL is a joint venture company of BHEL and NTPC Limited with 50:50 equity shareholding.

The equity investment will be made at the face value by both the promoter companies, and the same is done at arm’s length.

The supply began at midnight on Friday last week, making the entire 1,320 MW capacity fully operational, SJVN said.

"CMD Bhupender Gupta today commemorated the commercial operation of Unit-II of 1320 MW Buxar Thermal Power Project in Bihar," the company said.

According to SJVN, the 660 MW Unit-I of the Buxar project started commercial supply of electricity on November 14, 2025.

The Buxar Thermal Power Project, located in Chausa, Buxar district, Bihar, has been implemented by SJVN Thermal Private Limited, a wholly-owned subsidiary of the company.

Sharma told investors that the company had already seen significant interest from candidates in India and abroad.

Earlier this week, Coforge’s non-executive independent director and Nomination and Remuneration Committee Chairperson DK Singh resigned, alleging "differences and tension" between independent and executive directors.

The Kolkata-headquartered company did not disclose the size or price of the proposed buyback.

"Notice is hereby given... that the meeting of the Board of Directors of the Company is scheduled to be held on September 17, 2026, to consider, inter alia, a proposal of buyback of the fully paid-up equity shares of the company, including matters related/incidental thereto," Emami said in a regulatory filing.

The company said it will intimate the stock exchanges of the outcome of the board meeting after its conclusion on September 17.

The artificial intelligence-powered 'bob World 2.0' app also has a personal finance management module, which lets a customer get a holistic view of finances to improve financial wellness, according to a statement.

"Customers expect experiences that are intuitive, intelligent, secure and highly personalised. With bob World 2.0, we have reimagined mobile banking around our customers' needs," the bank's managing director and chief executive Debdatta Chand said.

The new app has a 'voice-enabled payments and navigation' capability, letting users initiate transactions and access functionalities through voice commands and the finance module, the statement said.

According to a regulatory filing, Agarwal’s appointment is effective from September 17, 2026.

Ambarish Raghuvanshi, who had stepped in as Interim CFO in November 2025, will continue to serve as a Finance Advisor and Senior Management Personnel until October 31, 2026, to assist with the transition.

The company has also appointed Naresh Chand Gupta as an Additional Director, designated as a Non-Executive Independent Director for a five-year term effective from October 1, 2026.

Solar Industries: Solar Industries India Ltd on Monday said it will acquire South Africa's Omnia Holdings Ltd for nearly ₹13,000 crore as it seeks to become a global leader in explosives and blasting solutions.

Nagpur-based Solar Group manufactures industrial explosives and initiating systems. It caters to customers across mining, infrastructure, construction, defence and space sectors. The group has a presence in the South African market.

Omnia Holdings is a diversified global group with complementary chemical and specialised businesses serving customers across the mining, agriculture and chemicals sectors.

In a regulatory filing, Solar Industries India said its arm, Solar SA Investments Proprietary Ltd, and Omnia Holdings have signed definitive agreements for this deal.

Maruti Suzuki India began exporting the Fronx to Japan, one of the world's most competitive and advanced automobile markets, in August 2024, followed by the Jimny 5-door in December 2024.

The Company's first Battery Electric Vehicle (BEV), e Vitara, joined this export portfolio in September 2025, further strengthening India's role as a global manufacturing hub for Suzuki.

Jimny 5-door and e VITARA are manufactured exclusively in India.

According to a company statement, its transmission & distribution (T&D) business has secured orders for projects across India, the Middle East and the Americas.

This includes 400 kV Transmission lines in Northern India; 380 kV Transmission lines in Saudi Arabia; and supply of towers, hardware and poles in the Americas.

Besides, the company's cables & conductors business has secured various orders in India and the overseas market.

Vimal Kejriwal, MD & CEO, KEC International said the outlook for our T&D business remains robust, driven by these orders, a large pipeline of opportunities and sustained demand across our key markets.

"With these orders, our year-to-date order intake stands at over ₹7,600 crore. These orders will play a key role in driving our targeted growth going forward," he said.

KEC International, flagship Company of the RPG Group, is a global infrastructure Engineering, Procurement and Construction (EPC) major. It has a footprint in 110+ countries.

Regarding entry into the life insurance and asset management space, he said, "It is very much on track. We are in the process of seeking board approval and thereafter initiate other relevant regulatory and administrative processes."

Kumar said identifying the right partner would be a crucial part of the exercise, as a strong partner can help accelerate wealth creation.

The company is amplifying Aashirvaad's play with a two-pronged strategy for the brand -- strengthening its core atta (wheat flour) business while expanding into adjacent categories such as ready-to-cook foods and frozen snacks, said Hemant Malik, Chief Executive Officer, Foods Division, and Executive Director, ITC Ltd.