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Stock market news, 28 Sept 2026

46 bulletins, 24 high impact. Most mentioned: HDFCBANK, RELIANCE, SBI. Busiest sector: Energy.

Mon 28 SeptAfter close

Vadhavan Port environmental clearance extended to 30 yearsInfrastructureMedium JSW Cement faces ₹2.3 bn GST demand noticeConstructionMediumJSWSTEEL Explosion at Vedanta power plant kills 11 workersEnergyHighVEDL BMC invites ₹10.6 crore tender for Mithi River projectInfrastructure · EnvironmentalMedium NTPC issues 400 MWh BESS EPC tender in MaharashtraEnergyMediumNTPC Dilip Buildcon awarded ₹1,151 crore transmission projectInfrastructureHighDILIPBUILD Fortis Healthcare to cooperate with forensic audit after court rulingHealthcareMediumFORTIS Global fuel subsidies increase amid rising oil pricesEnergyHigh Crude oil prices rise amid renewed conflict fearsEnergyHigh RBI revises valuation rules for REITs and InvITsReal Estate · InfrastructureMedium Rupee declines 20 paise to 95.95 against US dollarBanking · EnergyMedium High oil prices pressure Indian rupee and bondsEnergy · BankingMedium Rupee weakens against US dollar amid rising crude pricesBanking · EnergyMedium Global markets decline as oil prices and bond yields riseEnergy · TechnologyHigh Crude oil above $100 pressures Indian marketsEnergy · Financial ServicesHigh Markets decline as rupee weakens to 95.88Banking · Financial ServicesHigh Aegis Logistics plans to raise ₹6,000 crore for expansionInfrastructure · LogisticsMediumAEGISLOGISTICS MCX silver drops over ₹7,500, gold below ₹1.5 lakhMetalsHigh SENSEX and NIFTY50 decline on broad-based selling pressureBanking · FMCGHighHDFCBANK BSE SENSEX rises to 74,828.25 on metal stocks rallyMetalsMedium Adani Power completes merger of 10 subsidiariesEnergyMediumADANIPOWER Bank strike postponed, SBI and HDFC Bank branches remain openBankingMediumSBI Dredging Corp plans ₹3,560 crore capex for new dredgersInfrastructureMediumDCI Finolex Cables reports 59% net profit growth in Q1FY27ManufacturingHighFINCABLES Switch Mobility secures order for 840 electric buses in DelhiAutomobiles · InfrastructureHigh PGCIL secures letter of intent for interstate transmission projectEnergyHighPGCIL Kalpataru Projects secures ₹4,000 crore UAE pipeline contractInfrastructure · EnergyHighKPIL PB Fintech shares recover 4% after sharp sell-offInsuranceMediumPBFINTECH BofA highlights growth playbooks for major Indian banksBankingMediumICICI Adani Ports reports 10% profit rise; S&P upgrades ratingInfrastructureHighADANIPORTS Sensex declines to lowest level in five monthsBanking · EnergyHighHDFCBANK Sanofi Healthcare acquires 15.2% stake in Sanofi IndiaPharmaHighSANOFIINDIA BSE stock falls 2.3% on SEBI self-listing review newsBanking · Financial ServicesMediumBSE

Mon 28 SeptPre-market

Google India AI hub receives clearance for 2.51GW power capacityIT · EnergyHighADANIGREEN Embraer partners with Mahindra for IAF transport aircraft tenderAerospace · DefenceHigh Iran escalates attacks on shipping in Strait of HormuzEnergy · ShippingHigh Rising bond yields may impact India's capital inflowsBanking · ITMedium FPIs withdraw ₹17,131 crore from Indian equities in SeptemberEquity · DebtHigh India's forex reserves rise $6.11bn to $682.35bnBankingHigh Rupee expected to weaken despite RBI's stability effortsBanking · CurrencyMedium RBI likely to raise repo rate by 25 basis pointsBanking · EnergyHigh India GDP growth hits 7.8% in Q1 FY27 driven by investmentManufacturing · ServicesHigh Contract awards total ₹5,467 crore across multiple sectorsDefence · EnergyMedium HFCL raises FY27 growth target to 40% with ₹640 crore capexTelecom · InfrastructureHighHFCL Balkrishna Industries reports flat revenue for FY26ManufacturingMediumBALKRISIND Quality Power approves ₹700 crore QIP and Winwin acquisitionManufacturingMedium