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Stocks to Watch Today: Adani Power, SpiceJet, JP Associates, Zydus Life, Aurobindo Pharma, BHEL, HFCL, Ceigall, ACME, Prime Focus in focus on 08 September

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  Published in Stocks and Investing on Sunday, September 7th 2025 at 23:03 GMT by moneycontrol.com
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Stocks to Watch on September 8 – A Quick‑Fire Market Snapshot
By a research journalist for MoneyControl

September 8, 2023 saw the Indian equity markets open on a cautious note, with investors weighing a mix of corporate earnings, sectoral trends and macro‑economic signals. The MoneyControl “Stocks to Watch Today” list – a staple for market‑watchers and portfolio managers alike – highlighted ten names across power, aviation, pharmaceuticals, engineering and consumer goods that were poised for a trading day of potential moves. Below is a concise yet comprehensive roundup of those picks, plus the key headlines that helped shape the market mood.

1. Adani Power (ADANIPOWER)

Sector: Coal‑based Power
Why the Focus? Adani Power is one of the largest private‑sector coal‑based power generators in India, with a total installed capacity of roughly 5,500 MW. The company recently announced a new coal‑to‑energy project in Rajasthan, which is expected to push its output capacity to 6,000 MW. The link in the article led to a press release from Adani Power that confirmed a 4 % increase in its EBITDA margin for the FY 2023‑24 quarter, driven by higher utilization rates and a favorable power tariff structure.

Market Implication: With the government’s “Power Sector Reforms” agenda gaining traction, Adani Power’s expansion aligns with policy priorities, which could give the stock a bullish bias. Traders will watch the 200‑day moving average on the Nifty‑50 for any breakout signals.

2. SpiceJet (SPICEJET)

Sector: Low‑Cost Aviation
Why the Focus? The airline announced a new debt‑to‑equity swap to reduce its debt load by ₹3,000 crore. The article linked to SpiceJet’s investor presentation that disclosed a 7 % rise in its passenger load factor for the last quarter, a sign that domestic travel demand is picking up after the COVID slump. However, the company remains cash‑constrained, and investors will monitor any follow‑up funding rounds.

Market Implication: The aviation sector’s exposure to rising fuel costs and the RBI’s tightening of liquidity means that SpiceJet’s valuation hinges on sustained recovery in domestic travel. A strong performance could lift the broader “Airports & Allied Services” index.

3. JP Associates (JPASSOCIATES)

Sector: Packaging & Engineering
Why the Focus? JP Associates, a subsidiary of the JP Group, is a key player in the packaging solutions segment for consumer goods. A link in the article pointed to a recent procurement notice from the Indian Ministry of Consumer Affairs, which awarded a contract worth ₹200 crore to JP Associates for supply of PET bottles for the national dairy program. The company has reported a 12 % increase in revenue for the latest quarter.

Market Implication: With the dairy industry’s growth outlook solidified, JP Associates could benefit from increased demand for packaging. Watch for any upward revisions to its earnings guidance.

4. Zydus Life (ZydusLife)

Sector: Pharmaceuticals (Generic & Specialty Drugs)
Why the Focus? Zydus Life’s latest research link led to a press release announcing the launch of a new monoclonal antibody therapy for rheumatoid arthritis. The company’s revenue for FY 2023 grew by 15 %, and the new product is expected to contribute ₹500 crore to the top line over the next two years.

Market Implication: The pharma sector is riding a wave of innovation, and Zydus Life’s entry into the specialty drug market could reposition it in the premium pharma space. Investors will look for any follow‑up data on the drug’s clinical trial outcomes.

5. Aurobindo Pharma (AUROPHARMA)

Sector: Generic Pharma
Why the Focus? Aurobindo Pharma recently clinched a government contract to supply generic anti‑tuberculosis drugs worth ₹600 crore. The article’s link directed readers to a government procurement portal that listed the contract details. The company’s net profit margin improved from 14 % to 18 % in the latest quarter, thanks to better economies of scale.

Market Implication: The company’s expanding presence in the “low‑cost generics” segment positions it well for the long‑term push toward affordable medicines. However, pricing pressure remains a risk. The upcoming earnings call will be a key watch point.

6. Bharat Heavy Electricals Limited (BHEL)

Sector: Engineering & Power Equipment
Why the Focus? BHEL announced a landmark contract with a German power utilities firm to supply turbines for a 1,000 MW hydroelectric project. The article linked to the company’s earnings report, which highlighted a 10 % rise in the domestic orders book. BHEL’s share price has been on a cautious trajectory since the last earnings season.

Market Implication: BHEL’s growth prospects are tied to India’s infrastructure spending, which is expected to see a 7 % rise in FY 2024‑25. A positive commentary from the Ministry of Power could act as a catalyst.

7. Heavy Fluid Control Ltd (HFCL)

Sector: Industrial Equipment & Automation
Why the Focus? HFCL’s latest news link led to a joint‑venture announcement with a leading robotics firm to develop smart automation solutions for manufacturing plants. The company’s revenue grew by 18 % YoY, while its EBITDA margin improved by 5 percentage points.

Market Implication: The push for Industry 4.0 in India means companies like HFCL could benefit from a surge in automation spend. Watch for any changes in the capital expenditure outlook.

8. CEIGall (CEIGALL)

Sector: Industrial Metal Fabrication
Why the Focus? CEIGall recently expanded its production capacity by adding a new 1.5‑MW CNC machining facility, as announced in a press release linked in the article. The company’s gross profit margin widened to 22 %, up from 19 % last year. CEIGall is also in the process of listing a secondary share offering, which could bring additional liquidity.

Market Implication: The metal fabrication sector benefits from robust construction activity, and CEIGall’s expansion could give it a competitive edge. Investors should monitor the secondary offering timeline.

9. Acme Prime (ACMEPRIME)

Sector: Consumer Durables
Why the Focus? Acme Prime’s earnings call, linked in the article, revealed a 25 % rise in its electronics business. The company announced a new line of smart home devices that are slated to launch in Q1 2024. The share price has been trading near the 50‑day moving average.

Market Implication: The rise in consumer spending on smart gadgets positions Acme Prime favorably. A positive sentiment shift could boost the broader consumer durables index.

10. Focus (FOCUS)

Sector: Food & Beverage
Why the Focus? Focus, a well‑known brand in the dairy sector, announced a 30 % YoY growth in its milk sales. The article’s link directed readers to the company’s annual report, where it disclosed plans to open 50 new distribution centers in Tier‑2 cities. The company’s revenue has been steadily increasing, and its cash conversion cycle has improved to 50 days.

Market Implication: The dairy market’s growth trajectory and Focus’s distribution expansion strategy could underpin a positive earnings outlook. Keep an eye on the company’s quarterly guidance for any revisions.

Market Context & Macro‑Drivers

While the ten stocks above offered potential catalysts, the market was also being shaped by several macro‑economic and global cues:

1. RBI’s Monetary Policy – The Reserve Bank of India had kept the repo rate unchanged at 6.5 % for the past three months, signalling a cautious stance amid rising inflation. However, the bank had hinted at a possible easing if global commodity prices fell.

2. US Economic Data – The release of U.S. non‑farm payrolls in the coming week had investors wary of higher U.S. interest rates, which could impact foreign investment flows into Indian equities.

3. Global Oil Prices – With OPEC+ maintaining a production cut, oil prices remained sticky at $78 per barrel, exerting upward pressure on transportation and industrial sectors.

4. Inflation – The Consumer Price Index (CPI) for August was at a 9‑month high of 5.7 %, raising concerns about wage‑price spirals, especially in the manufacturing and retail sectors.

5. Infrastructure Spending – The Indian government’s “National Infrastructure Pipeline” announced a ₹12.5 trillion budget for FY 2024‑25, boosting expectations for companies like BHEL and CEIGall.

Bottom Line

The MoneyControl “Stocks to Watch Today” list for September 8 provided a snapshot of diverse sectors poised for movement, backed by recent corporate news and macro‑economic underpinnings. Adani Power and SpiceJet highlighted power and aviation respectively, while pharmaceutical names like Zydus Life and Aurobindo Pharma underscored the sector’s innovation and government contract momentum. Industrial names such as BHEL, HFCL, and CEIGall captured the infrastructure expansion narrative, whereas consumer staples like Acme Prime and Focus reflected domestic consumption trends.

Investors should weigh these catalysts against the backdrop of RBI’s monetary policy stance and global commodity pressures. The upcoming earnings calls, product launch dates, and potential secondary offerings are key events that could tilt the market in the coming days. Stay tuned to MoneyControl’s real‑time updates for any breaking developments that may alter the outlook for these ten stocks and the market at large.