Indian markets begin the new week with investors tracking fresh corporate announcements, order wins, strategic partnerships and block deals. On September 18, the Nifty 50 rose 75.80 points to 23,346.40, while the Sensex gained 19.63 points to 74,294.96. The focus for Monday shifts toward company-specific developments, including a large Lenskart block deal, fresh railway and infrastructure orders, defence partnerships and corporate fundraising.
FII/DII Activity
The latest available cash-market data for September 18 showed both foreign and domestic institutional investors as net buyers. FIIs bought ₹599.54 crore more than they sold, while DIIs recorded net purchases of ₹1,019.69 crore.
| Investor | Gross Purchase | Gross Sale | Net Flow |
|---|---|---|---|
| FII/FPI | ₹38,461.63 cr | ₹37,862.09 cr | +₹599.54 cr |
| DII | ₹17,310.04 cr | ₹16,290.35 cr | +₹1,019.69 cr |
Quick Summary
| Stock | One-line explanation |
|---|---|
| Lenskart Solutions | Platinum Jasmine Trust is expected to sell up to 1.7% through a block deal |
| Rail Vikas Nigam | Received a ₹404.88 crore railway project Letter of Acceptance |
| Welspun Enterprises | Won two sewer rehabilitation projects worth ₹351.24 crore |
| Refex Industries | Secured a ₹160 crore ash-lifting contract |
| GR Infraprojects | NHAI declared September 7 as the appointed date for its ₹4,262.78 crore Agra-Gwalior project |
| Knowledge Marine & Engineering Works | Won a ₹279.33 crore green-tug contract from Mumbai Port Authority |
| HEG | Subsidiary received ₹217.56 crore lithium-ion battery-bank orders |
| Nibe | Signed an MoU with France’s Naval Group for naval technology cooperation |
| Mazagon Dock Shipbuilders | Signed an MoU for a proposed greenfield shipyard in Andhra Pradesh |
| JSW Energy | APTEL allowed its subsidiary’s IDC claim and remanded the matter to CERC |
Lenskart Solutions
Lenskart is one of Monday’s key stocks in focus after Platinum Jasmine A 2018 Trust is expected to sell up to 3 crore shares, equivalent to about 1.7% of the company, through a block deal. The reported transaction size is around ₹2,047.4 crore, with a floor price of ₹682.45 per share. Platinum Jasmine held a 9.77% stake in Lenskart as of June 2026.
Rail Vikas Nigam
Rail Vikas Nigam has received a ₹404.88 crore Letter of Acceptance from East Coast Railway. The project involves railway infrastructure work, adding another order to RVNL’s project pipeline. The development comes as railway-capex-related companies remain active in fresh project awards.
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Welspun Enterprises
Welspun Enterprises’ subsidiary Welspun Michigan Engineers secured two sewer rehabilitation projects from the Ahmedabad Municipal Corporation worth a combined ₹351.24 crore. The projects are funded by the World Bank and add to the company’s urban-infrastructure order pipeline.
Refex Industries
Refex Industries has secured a ₹160 crore contract for lifting 10 lakh metric tonnes of pond ash and fly ash under the road-cum-rail mode from a public-sector undertaking in Madhya Pradesh. The order is linked to the company’s ash-management and environmental-services operations.
GR Infraprojects
GR Infraprojects has received communication from the National Highways Authority of India declaring September 7 as the appointed date for its ₹4,262.78 crore Agra-Gwalior Greenfield road project. The appointed date is an important milestone for commencement and contractual execution of the highway project.
Knowledge Marine & Engineering Works
Knowledge Marine & Engineering Works has secured its third Green Tug contract from the Mumbai Port Authority. The ₹279.33 crore contract involves construction and hiring of a battery-operated green tug for a 15-year tenure, adding a significant long-duration order to its marine-services business.
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HEG
HEG is in focus after its subsidiary Replus Engitech received orders worth ₹217.56 crore from Indus Towers for supplying lithium-ion battery banks. The order expands the company’s exposure to energy-storage products alongside its established graphite-electrode business.
Nibe
Nibe Group has signed an MoU with France’s Naval Group covering cooperation in modern naval technologies. The framework includes shipbuilding, defence platforms, autonomous systems such as underwater drones and mine-countermeasure vessels, submarine-related systems and naval weapon-launching technologies.
Mazagon Dock Shipbuilders
Mazagon Dock Shipbuilders has signed an MoU with National Shipbuilding & Heavy Industries Park Andhra Pradesh to participate as the anchor shipyard in a proposed greenfield shipbuilding industrial cluster at Dugarajapatnam. The proposed facility envisages annual capacity of at least 1.2 million gross tonnes and aims to develop a wider shipbuilding and marine ecosystem.
JSW Energy
JSW Energy is in focus after the Appellate Tribunal for Electricity (APTEL) set aside a CERC order and allowed the IDC claim of JSW Hydro Energy, a material step-down subsidiary. APTEL also held that carrying costs should be considered from the date of filing of the true-up petition and remanded the matter to CERC for a prudence check of the additional IDC data.
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Disclaimer: This article is for informational and educational purposes only. It does not constitute investment advice or a recommendation to buy, sell or hold any security. Investors should conduct their own research and consult a SEBI-registered investment adviser or other qualified financial professional before making investment decisions.
