At around 10:07 am IST on September 2, 2025, Indian equities traded higher, buoyed by strong GST collections and positive global cues. The Sensex advanced 360 points to 80,725, while the Nifty gained 116 points to 24,741.
Investor sentiment was lifted by August GST revenues rising 6.5% year-on-year, reflecting strong CGST and SGST growth, though weaker IGST inflows raised questions despite robust imports. Markets are keenly watching the 56th GST Council meeting starting September 3, which is expected to roll out reforms benefiting select sectors.
Adding to optimism, Q1 GDP growth at 7.8% reaffirmed India’s economic resilience. Volatility eased as the India VIX slipped 3.9% to 11.62. Despite FIIs selling ₹1,430 crore in equities on Monday, heavy DII inflows of ₹4,345 crore countered the outflow. Derivatives data showed strong put writing at 24,500 support and significant call OI at 25,000 resistance, with the PCR rising to 1.12, signalling bullish undertones. Analysts are advising focus on sectors like auto, FMCG, and consumer durables amid this backdrop.
Against this market setup, here are five stocks to watch out for today:
HDFC Bank Ltd. [NSE: HDFCBANK]
HDFC Bank is India’s largest private sector lender, widely followed for its loan book growth, deposit base, and consistent asset quality. The stock remains a core banking sector play, often considered a defensive pick during volatile market phases.
- Price: ₹953.95
- Market Cap: ₹7.31 Lakh Cr
- P/E Ratio: 20.75
- Dividend Yield: 1.15%
- 52-Week High: ₹1,018.85
- 52-Week Low: ₹806.50
Welspun Living Ltd. [NSE: WELSPUNLIV]
Welspun Living, part of the Welspun Group, is a leading player in textiles sector with a strong export presence. The company is also expanding its branded and sustainable textile portfolio, which aligns with global demand trends.
- Price: ₹110.74
- Market Cap: ₹10,790 Cr
- P/E Ratio: 21.01
- Dividend Yield: 1.53%
- 52-Week High: ₹194.18
- 52-Week Low: ₹104.80
Samvardhana Motherson International Ltd. [NSE: MOTHERSON]
Samvardhana Motherson is a diversified auto component manufacturer with global operations. It supplies wiring harnesses, polymer modules, and vision systems to leading automotive OEMs, and is strategically positioned to benefit from long-term growth in the automobile, auto-ancillary and EV sectors.
- Price: ₹96.70
- Market Cap: ₹1.01 Lakh Cr
- P/E Ratio: 31.53
- Dividend Yield: 0.59%
- 52-Week High: ₹144.66
- 52-Week Low: ₹71.50
Happiest Minds Technologies Ltd. [NSE: HAPPSTMNDS]
Happiest Minds Technologies is an IT services firm and a leading company in IT sector with a focus on digital transformation, cloud, analytics, and cybersecurity. Its business model is digital-first, and it serves global clients in technology-driven solutions.
- Price: ₹575.60
- Market Cap: ₹86,600 Cr
- P/E Ratio: 45.41
- Dividend Yield: 1.04%
- 52-Week High: ₹833.00
- 52-Week Low: ₹519.30
Jindal Saw Ltd. [NSE: JINDALSAW]
Jindal Saw is one of India’s leading manufacturers of pipes used in water supply, sewage, oil, and gas projects. The company plays a significant role in capital goods sector, with demand linked to both domestic and international projects.
- Price: ₹206.40
- Market Cap: ₹13,310 Cr
- P/E Ratio: 7.66
- Dividend Yield: 0.97%
- 52-Week High: ₹383.85
- 52-Week Low: ₹196.02
Conclusion
The above stocks are notable in today’s session, representing a mix of banking, textiles, auto ancillaries, IT services, and infrastructure. While stock trading can present opportunities, investors should align their choices with their risk profile and investment horizon. Evaluating fundamentals alongside technical levels and applying disciplined risk management remain essential to navigating the market.
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