Indian stock markets are set to open higher on September 9, 2025, with GIFT NIFTY futures pointing to a 75-point gain for the NIFTY50 index. Key stocks like Infosys, Vedanta, RailTel, and IRB Infrastructure will draw attention due to major updates on buybacks, investments, orders, and revenues that could sway investor sentiment.
Market Outlook and Opening Signals
Traders expect a positive start amid global cues and domestic developments. The NIFTY50 closed at 24,852 on September 8, up 0.5 percent, driven by tech and metal sectors.
Recent data shows foreign institutional investors bought shares worth 1,200 crore rupees on September 8, while domestic investors sold 500 crore rupees. This inflow supports optimism for sectors like IT and mining.
Analysts predict volatility due to upcoming US inflation data, but Indian markets remain resilient with GDP growth forecasts at 6.8 percent for 2025.
Infosys Eyes Share Buyback
Infosys, India’s second-largest IT firm, announced its board will meet on September 11 to discuss a buyback of equity shares. This move follows the company’s strong performance, with revenues hitting 39,315 crore rupees in the June quarter, up 3.6 percent year-over-year.
The buyback complies with SEBI regulations and aims to return value to shareholders. Past buybacks in 2021 and 2019 totaled over 13,000 crore rupees combined.
Investors watch this closely as it could boost stock prices, especially with Infosys shares rising 4.49 percent recently. The firm benefits from global AI demand, securing deals worth 4.1 billion dollars in fiscal 2025 so far.
Experts say this reflects confidence in future growth, amid a recovering IT sector post-pandemic.
Vedanta Boosts EV Sector Investments
Vedanta Limited revealed it invested over 12,500 crore rupees to expand metal production for India’s electric vehicle industry. The company focuses on aluminum, zinc, and copper, essential for EV batteries and components.
This aligns with India’s push for green energy, targeting 30 percent EV sales by 2030. Vedanta’s shares may react positively, building on a 3 percent drop earlier due to analyst concerns over a 17,000-crore rupee bid for a bankrupt firm.
The firm also granted employee stock options worth 450 crore rupees in fiscal 2025, rewarding staff amid expansion.
Recent events include a 16 rupee interim dividend announcement, despite legal challenges in demerger plans deferred to September 17.
- Key metals produced: Aluminum for lightweight EV parts.
- Zinc for corrosion-resistant coatings.
- Copper for wiring and motors.
RailTel Secures Major Orders
RailTel Corporation of India bagged orders worth 713.55 crore rupees from Bihar’s education council for tech infrastructure. This adds to its portfolio in digital services for government projects.
The stock is in focus after similar wins, with shares up amid rising demand for rail and telecom tech.
RailTel’s revenue grew 15 percent in the last quarter, driven by broadband and data center expansions.
| Company | Order Value (Crore Rupees) | Project Focus |
|---|---|---|
| RailTel | 713.55 | Education tech in Bihar |
| Recent Past Orders | 1,241 (Kalpataru Projects example) | Infrastructure |
This table highlights RailTel’s momentum compared to peers.
IRB Infrastructure Reports Toll Growth
IRB Infrastructure announced a 12 percent rise in August toll revenues to 563 crore rupees, up from 503 crore rupees a year ago. This reflects higher traffic on key highways.
The firm operates major toll roads, benefiting from India’s infrastructure boom with 10,000 kilometers of new highways planned by 2026.
Shares rose 1.28 percent recently, supported by expansion plans.
Analysts note steady growth despite fuel price hikes affecting transport costs.
Other Stocks in Spotlight
HUDCO shares may gain traction after recent housing finance updates, aligning with government affordable housing schemes.
Godrej Consumer Products could see movement from consumer goods trends, with strong rural demand recovery.
Quality Power, up 3.06 percent, benefits from energy sector reforms.
These developments tie into broader market trends, including GST rate cuts on vehicles, boosting related stocks like TVS Motor.
Traders should monitor global oil prices, which fell 2 percent to 71 dollars per barrel, impacting metal and infra firms.
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