Indian equities opened the week cautiously optimistic, with analysts highlighting five stocks showing technical strength and near-term upside potential. Datamatics, Graphite India, RailTel, Cochin Shipyard, and Bajaj Finance have been identified with specific buy calls, target prices, and stop-loss levels, offering trading opportunities amid resilient market momentum.

Defence stocks surged Rs 43,000 crore on Friday, lifting the Nifty Defence index to an eight-week high. Gains were driven by new submarine orders, a 15-year MoD modernisation roadmap, and strong order books. Analysts see long-term potential but caution that near-term upside may be limited by valuations and execution capacity.

Ather Energy shares have surged 66% post-IPO, while Ola Electric has lost 22.5% since debut. Analysts highlight Ather’s strong revenue growth and momentum, versus Ola’s larger scale and policy advantages, leaving investors to weigh high-risk, high-growth EV bets carefully for portfolio inclusion.

iValue Infosolutions, backed by Creador, will launch a Rs 2,439-crore IPO via an offer-for-sale of 1.87 crore shares from September 18–22. The Bengaluru-based tech solutions integrator serves large enterprises with cybersecurity, cloud, and digital infrastructure services. Listing is planned on BSE and NSE.

Share buybacks boost earnings per share and make companies look leaner, but high taxes often reduce gains for Indian retail investors. Experts advise evaluating post-tax returns carefully, as selling shares in the market may offer better after-tax outcomes.

The International Finance Corporation is set to pocket hefty returns from Tata Capital s upcoming USD 2 billion (Rs 17,000 crore) initial public offering, as the World Bank Group arm looks to trim its stake in the non-banking finance company.

PSU stocks have rallied in FY26, with the BSE PSU Index rising 6.1%, outpacing Sensex gains. Of 62 listed PSUs, 47 posted positive returns, including 11 surging over 25%. Top performers like Gujarat Mineral Development and KIOCL highlight renewed investor confidence despite a few laggards.

The Indian equity market gained 1.5% for the week ended September 12, 2025, despite FII selling of Rs 11,169 crore. Nifty validated a high-momentum projection, with key time clusters for Sept 15–19 highlighting potential reversals. Traders are advised to manage risk and watch support-resistance levels.

Indian real estate developers posted stronger profitability in FY25 with cash EBITDA margins improving to 42%. However, cash flows weakened as working capital needs rose and free cash flow shrank. Nuvama flagged steady margins but warned of rising capital intensity ahead.

Over a dozen companies are gearing up to launch their IPOs over the next two to three weeks, aiming to raise nearly Rs 10,000 crore, buoyed by supportive policy measures, including GST 2.0 reforms, and the RBI s monetary policy easing through rate cuts.