Stock Market Today: Biocon, Zydus Life, Indo Tech Transformers, Bharat Forge, Yasho Industries, RPP Infra in Focus

Market Performance

The Indian stock market opens today with eyes on several key companies making headlines. From regulatory updates to order wins and fresh business ventures, investors are tracking developments that could shape the session’s momentum. September 5 brings a mix of corporate actions, new deals, and management changes, putting specific stocks under the spotlight.

Main News at a Glance

Here are the companies making news in today’s trade:

• Biocon – FDA inspection update
• Zydus Life – Licensing agreement for the US market
• Indo Tech Transformers – Big order win
• Bharat Forge – Land purchase for defence complex
• Yasho Industries – Long-term supply contract
• RPP Infra Projects – New project win

Company Updates in Detail

Biocon

Biocon Biologics’ Bengaluru facility came under the USFDA’s routine cGMP inspection between August 26 and September 3. The inspection covered multiple areas—drug substance manufacturing, analytical QC, microbiology labs, and warehouses.

• The FDA issued a Form 483 with five observations.
• These were procedural in nature, not related to data integrity or systemic non-compliance.

Zydus Life

Zydus Lifesciences Global FZE, a unit of Zydus, has finalized an exclusive licensing and supply agreement with Dutch pharma company Synthon BV.

• The agreement covers Ozanimod capsules, a generic of Zeposia.
• The drug is used for relapsing forms of multiple sclerosis.
• Zydus will handle commercialization in the US market.

Indo Tech Transformers

Indo Tech Transformers bagged a large order from Avaada Clean Project.

• The order includes nine 125 MVA transformers.
• Total value: ₹78.39 crore.

Bharat Forge

Through its subsidiary Agneyastra Energetics, Bharat Forge struck a major deal with the Andhra Pradesh Industrial Infrastructure Corporation.

• Land acquired: 949.65 acres in Anantapur district.
• Planned projects include:
  • High explosives manufacturing plant
  • Ammunition filling unit
  • Gun propellant facility
  • Space and missile energetics expansion

Yasho Industries

Yasho Industries secured a 15-year supply agreement with a leading multinational.

• Product: Lubricant additives
• Expected revenue: ₹150 crore annually beginning FY27-end.

RPP Infra Projects

RPP Infra received a Letter of Acceptance for a major road project.

• Work order value: ₹134.21 crore
• Scope: EPC KN-II 5A improvement of the Matheran–Neral–Kalamb road in Raigad, Maharashtra.

Summary

The stock market today is shaped by strong corporate actions from multiple sectors. Biocon is navigating procedural observations from the USFDA, while Zydus Life has entered the US generics space with a licensing pact. Infra-focused players like Indo Tech Transformers and RPP Infra have bagged big-ticket orders, signaling robust demand in their sectors. Bharat Forge continues its defence push with a mega land purchase, and Yasho Industries has locked in a long-term revenue stream through its supply agreement.

Together, these updates highlight how diverse corporate moves—from pharma and infra to defence and specialty chemicals—are steering market sentiment today.