📌 Stocks to Watch on 3rd Sept 2025.

Let’s break down today’s key market updates: Big IT Deal: TCS signed a €550 mn (₹5,000+ cr) 7-year deal with Scandinavian insurer Tryg to modernize operations across Denmark, Sweden & Norway. Infra Expansion: Indus Towers to enter African markets (Nigeria, Uganda, Zambia) for new growth opportunities. PNC Infratech emerged lowest bidder for Varanasi Airport runway project worth ₹297 cr. Energy & Power: Waaree Energies to acquire 64% in Kotson’s (₹192 cr) and take full control of its renewable arm. Adani Power got approval to start mining at Dhirauli coal block (558 MMT reserves) in Madhya Pradesh. Banking Moves: Yes Bank – CCI cleared Japan’s SMBC plan to buy 24.99% stake from multiple Indian banks. AI & Tech: E2E Networks received a ₹177 cr AI GPU order from the govt for building India’s foundational AI model. Global & Domestic Deals: UPL unit Advanta to acquire Decco’s post-harvest business for $502 mn. TBO Tek to acquire US-based Classic Vacations for $125 mn, expanding into North America. DCM Shriram signed long-term chlorine supply deal with Aarti Industries. Real Estate & Hotels: Lemon Tree Hotels signed 3 new properties in Pushkar & Ajmer. Sunteck Realty board to consider fundraise of up to ₹500 cr on Sept 5. Results & Performance: JSW Cement Q1: Loss widened sharply due to ₹1,466 cr exceptional loss, but EBITDA up 61% with better margins. MOIL reported its highest-ever Aug production (1.45 lakh tonnes, +17% YoY). Bulk Deals: • Vertis Infra Trust: KKR & Ontario sold stakes worth ₹2,467 cr; 37 institutions bought 16.67%. • Bajaj Hindusthan Sugar: 1.58 cr shares sold worth ₹34.5 cr. • Laxmi India Finance: BofA sold 4.1 lakh shares at ₹140. Listings Today • Mainboard: Vikran Engineering, Anlon Healthcare • SME: Current Infraprojects, Sattva Engineering Takeaway: Big IT contracts, infra projects, energy acquisitions, and FII stake deals are in focus today. Expect action in TCS, Yes Bank, Waaree, Adani Power, PNC Infra & TBO Tek.