Stocks to Watch on Sept 2: Key Updates Driving the Market!

The Indian stock market is set for an active session today with several big developments across auto, real estate, electronics, healthcare, and financials. Here’s what you need to know: Auto Sector: Hero MotoCorp reported 8.1% YoY growth in August sales, supported by a big 72% jump in exports. NMDC and Coal India posted strong YoY production and sales growth, signalling positive momentum in the metals and energy space. Real Estate: Puravankara acquired redevelopment rights for a premium Mumbai project in Malabar Hill, with a revenue potential of ₹2,700 cr. This could add long-term value to the company’s portfolio. Electronics & Defence: Bharat Electronics bagged fresh orders worth ₹644 cr, including defence systems and EVMs. Syrma SGS formed a JV with Italy’s Elemaster to expand in electronics manufacturing. CEAT acquired Michelin’s CAMSO business in Sri Lanka with a $171 mn investment. Healthcare: Fortis Healthcare signed a 15-year lease for a new 200-bed hospital in Greater Noida. Corporate Moves: Aditya Birla Capital appointed Vishakha Mulye as MD & CEO, strengthening leadership. Indraprastha Gas entered a JV with RVUNL to set up a solar power project. Market Deals & Bulk Trades: Zinka Logistics (BlackBuck) saw stake sales by Goldman Sachs and fresh buying by Nomura. Mobikwik witnessed Abu Dhabi Investment Authority’s exit, with BofA stepping in. Anondita Medicare got investments worth ₹8.25 cr from Sageone Funds. SME Listings: NIS Management and Globtier Infotech debut today. Takeaway: From strong auto sales to new defence orders, hospital expansions, and FII/PE activity, today’s market focus is on manufacturing, infra, and healthcare growth stories. These moves highlight how India’s economy is diversifying across sectors, with domestic demand and global partnerships driving the momentum.