SEBI’s Big Market Reset: IPO Norms, FPI Rules & Bold Reforms on the Table

Welcome Back Investor!

Silver futures soared past the ₹1.3 lakh/kg mark on MCX, sending ripples through the market as MCX shares rose over 2% and Hindustan Zinc gained up to 2%, boosted by its refined-silver business. The rally comes amid strong industrial demand from China and global uncertainty ahead of the Fed meeting - leaving investors wondering if silver’s shine is just beginning or nearing a peak.

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

SEBI’s Big Reform Push: IPO Norms, FPI Rules & Market Overhaul on the Table

First, SEBI may relax IPO norms for large firms: companies with market caps between ₹50,000 crore and ₹1 lakh crore could launch smaller IPOs initially, with rules to meet minimum public shareholding (MPS) raised to 25% but over five years instead of three. For firms valued above ₹5 lakh crore, IPOs may require just 1% of post-issue capital in the offer, plus a 2.5% stake dilution.

Second, foreign investors might benefit from a proposed single-window system, “SWAGAT-FI” (Single Window Automatic & Generalised Access for Trusted Foreign Investors), intended to reduce regulatory friction for low-risk entities like sovereign wealth funds, central banks, and regulated funds.

Other major proposals include easing rules for accredited investors in AIFs, expanding the scope of rating agencies, possibly granting equity classification to REITs & InvITs, and lowering the minimum stake requirements in mega IPOs to reduce immediate dilution pressure.

MARKETS

Markets closed on a positive note on Today, with the Sensex rising 356 points to 81,905 and the Nifty climbing 109 points to 25,114, supported by upbeat global cues and hopes of an early U.S. Fed rate cut after soft labor data. Buying was strong in autos, metals, pharma, financials, and telecom, driven by robust demand outlook and global tailwinds, while FMCG, realty, media, and PSU banks lagged due to profit-booking. The rupee firmed slightly against the dollar and the India VIX declined, reflecting improved investor sentiment and reduced volatility, keeping overall market momentum positive.
_{Closing figures as on 12.09.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Bharat Dynamics (+5.7%): Defence pack was the star performer; heavy volumes pushed the stock higher on strong order flow optimism.

✅Mazagon Dock (+4.7%): Continued rally ahead of its Sept 19 dividend record date, coupled with steady momentum in shipbuilding orders.

✅Nuvama Wealth (+4.4%): Despite chatter around possible SEBI tweaks to F&O expiry rules, the stock outperformed on strong institutional buying.

✅ Supreme Industries (+4.1%): Benefited from positive brokerage calls on the plastics/pipes sector, with demand trends staying robust.

Top Losers

🔻 Sona BLW (-2.7%): Weakness persisted amid BEV revenue concerns and promoter-related noise; traders booked profits.

🔻 Jubilant Foodworks (-2.5%): QSR names lagged as investors stayed cautious on margins and rich valuations.

🔻Bosch (-1.9%): Cooling off after a strong run; global auto commentary around tighter competition triggered profit-taking.

🔻Eternal (-2.0%): Recently upgraded by brokerages, but today sellers locked in gains, leading to a mild decline.

INDIA FRONTIER

Everything else you need to know today

💡 Resilient: India has downplayed fears of disruption after Foxconn’s Chinese engineers were asked to leave, stressing that local and international teams are stepping in seamlessly. With a mega new facility near Bengaluru in the pipeline, India’s manufacturing ambitions remain firmly on track.

🛡️ Safety: Coal India is boosting worker compensation, raising ex-gratia payouts in case of fatalities from ₹15 lakh to ₹25 lakh starting September 17. Beyond numbers, the move signals a renewed focus on worker welfare in one of the country’s most high-risk industries.

📈 Upside: Brokerage firm Nuvama sees a 23% upside for Pidilite Industries, citing strong growth in tile adhesives, recovery in the paints segment, and double-digit revenue momentum. For investors, it’s a reminder that Pidilite isn’t just Fevicol - it’s a diversified growth engine.

🚀 Momentum: Markets buzzed as defense and infra stocks stole the spotlight - BEL, Mazagon Dock, Paras Defence, and JBM Auto surged in midday trade, while Lupin and RailTel also made sharp moves. The action underscores investor confidence in sectors tied to government spending and innovation.

SPECIAL

Biofuel Breakthrough: Why India is Turning to Isobutanol for Diesel

Union Road Transport & Highways Minister Nitin Gadkari has announced that India is ramping up efforts to increase the blending of isobutanol with diesel, as part of a broader push toward cleaner fuel and agricultural value-addition. Isobutanol, derived from ethanol, is being eyed as a biofuel alternative that could reduce emissions and lower dependence on crude oil imports.

At the India Sugar & Bio-Energy Conference 2025, organised by the Indian Sugar & Bio-Energy Manufacturers Association (ISMA) in New Delhi, Gadkari confirmed that discussions are underway with manufacturers of agricultural equipment to ensure compatibility and smooth adoption of isobutanol-blended diesel.

Gadkari also highlighted India’s current ethanol policy: petrol with 20% ethanol blending (E20) is already in place, and efforts are underway to increase ethanol blending for producing sustainable aviation fuel. He pointed out that ethanol blending has benefited farmers significantly - especially those growing corn - with the programme generating over ₹42,000 crore in additional income.

THE HANOOMAAN INSTITUTE

5 Steps Middle-Class People Can Take to Climb the Wealth Ladder

For most middle-class families, the dream of financial freedom feels distant. But wealth isn’t built overnight - it’s the result of disciplined, intentional choices. The journey begins with small, consistent steps that compound into long-term financial security.

Step 1: Master Your Spending.
Wealth starts by living below your means. Track expenses, cut unnecessary costs, and redirect savings toward investments. Every dollar not spent is a dollar that can grow.

Step 2: Build an Emergency Fund.
Before chasing returns, secure your foundation. An emergency fund prevents financial shocks from derailing your progress and gives you the confidence to invest consistently.

Step 3: Eliminate High-Interest Debt.
Debt is a wealth killer. Paying off credit cards and personal loans frees up cash flow and accelerates your climb up the financial ladder.

Step 4: Invest for Growth.
Don’t just save - invest. Equities, mutual funds, or retirement accounts build wealth over time through compounding. Starting early magnifies results.

Step 5: Create Additional Income Streams.
Side hustles, freelancing, or small businesses provide extra fuel for wealth creation. More income means more freedom to save and invest.

Climbing the wealth ladder isn’t about luck - it’s about discipline, patience, and smart financial habits. Start with one step today, and watch momentum carry you upward.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

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Dividend last year > Average 5years dividend AND
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Thanks for reading.

Until Sunday with our Startup Special!

Hanoomaan India Business team

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