India’s ₹69,725 Crore Push to Transform Shipbuilding and Maritime Sector

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Gold prices slipped today as investors booked profits, pressured by a stronger U.S. dollar. Analysts suggest this dip could be a short-term breather, sparking the classic dilemma - buy now or wait it out? For those eyeing bullion as a safe-haven, this could be the golden window before festive demand and global uncertainties push prices higher.

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IMPACT NEWS

Cabinet Approves ₹69,725 Cr for Maritime & Shipbuilding Growth

In a landmark move to supercharge India’s maritime ambitions, the Union Cabinet has approved a ₹69,725 crore package aimed at transforming the country’s shipbuilding and allied sectors over the next decade. At the heart of this plan is the Shipbuilding Development Scheme (₹19,989 crore), designed to expand domestic shipbuilding capacity to 4.5 million Gross Tonnage (GT), putting India firmly on the global map as a serious contender in the sector.

The package isn’t just about steel and ships - it’s about jobs and economic growth. The government estimates the initiative could generate 30 lakh new jobs, both directly and indirectly, while attracting ₹4.5 lakh crore in investments across the maritime value chain. This includes boosting ancillary industries such as steel, electronics, and logistics, ensuring a ripple effect throughout the economy.

Strategically, the move also strengthens India’s supply chain security. As global trade routes face disruptions and competition intensifies, building indigenous shipbuilding capacity is critical to safeguard India’s maritime interests and reduce reliance on foreign yards.

MARKETS

Indian markets slipped again today with Sensex -386 pts, Nifty -113 pts, Bank Nifty -388 pts, and Midcap -572 pts, dragged mainly by IT stocks after the U.S. floated steep new H-1B visa fees and stricter norms, sparking worries over tech earnings. Adding pressure, FPIs sold over ₹3,500 crore, the rupee stayed weak near record lows, and a firm U.S. dollar with Fed rate uncertainty weighed on sentiment. Defensive FMCG stocks held ground, but broader selling showed a clear risk-off mood.
_{Closing figures as on 24.09.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Vodafone Idea (+3.9%): Jumped on heavy volumes ahead of the Supreme Court AGR dues hearing; sentiment also lifted by positive brokerage views.

✅ AU Small Finance Bank (+3.6%): Rose after Motilal Oswal reiterated a Buy, citing attractive valuations; volume breakout added momentum.

✅ Ashok Leyland (+3.3%): Extended gains on strong auto sentiment and high delivery volumes, though analysts flagged caution after a recent Goldman Sachs downgrade.

✅ PNB Housing Finance (+3.8%): Climbed on technical strength and institutional interest, with traders chasing near-term momentum.

Top Losers

🔻 Sammaan Capital (-4.4%): Slumped after a block deal by Plutus Wealth (~1.16 cr shares) created selling pressure and supply overhang.

🔻 Godrej Consumer (-3.3%): Fell for the second day as FMCG stocks lagged; no major company-specific trigger, largely technical-driven weakness.

🔻 Mphasis (-3.0%): Dropped with IT peers after the US proposed $100k H-1B visa fee, raising concerns despite management downplaying financial impact.

🔻 Coforge (-2.9%): Declined on sector-wide IT weakness and technical breakdown, with rising open interest suggesting fresh short build-up.

INDIA FRONTIER

Everything else you need to know today

🌍 Expansion: India’s Exim Bank has hiked its credit support to $1.5 billion for exporters reeling from U.S. tariffs. The lender is also mapping an Africa expansion strategy, targeting infrastructure and trade finance opportunities. For Indian exporters, this dual push could soften tariff shocks while unlocking new frontiers in underpenetrated markets.

🌧️ Deluge: A record 280 mm of rain drowned Kolkata in just 24 hours, leaving 12 dead and crippling transport, schools, and power lines. The state government has deployed NDRF teams and set up relief camps, but the flooding highlights once again how India’s cities remain dangerously exposed to climate extremes.

🎁 Bonus: The Modi cabinet has approved a ₹11,600 crore productivity-linked bonus for 11.7 lakh railway employees ahead of Diwali. This annual festive payout, equivalent to 78 days’ wages, is expected to inject purchasing power into the economy right before peak consumer season. A morale boost for workers, and a timely consumption kicker.

✅ Vindicated: SEBI has given the Adani Group a clean chit in its probe into the Hindenburg short-seller allegations, with Chairman Gautam Adani calling it “a full validation of our governance.” The move could ease investor jitters after the saga wiped over $150 billion from Adani’s market value in 2023, potentially resetting sentiment for the conglomerate’s global ambitions.

SPECIAL

4 Nuclear Energy Stocks to Watch for 2026 Growth

India is betting big on nuclear power as part of its push toward 500 GW of non-fossil fuel capacity by 2030, and investors are watching closely. A new analysis highlights four stocks poised to benefit from this shift: Tata Power, Power Mech Projects, BHEL, and L&T.

Tata Power, traditionally known for renewables, is exploring entry into the Small Modular Reactor (SMR) space, awaiting policy reforms that could open the nuclear sector to private players. Power Mech Projects has already stepped in, securing contracts to build civil infrastructure at the Kaiga Atomic Power Project, riding on its ₹540 billion order book. Meanwhile, Bharat Heavy Electricals Ltd (BHEL), with its long-standing expertise in turbines and generators, is positioned to supply critical nuclear equipment as India ramps up capacity. Finally, Larsen & Toubro (L&T), with decades of experience in nuclear engineering, remains a key player in reactor components and heavy equipment.

With energy demand soaring and net-zero ambitions looming, nuclear power is set to play a bigger role in India’s energy mix. For investors, these companies could be the hidden gems fueling the next big leap in clean energy.

THE HANOOMAAN INSTITUTE

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Hanoomaan India Business team

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