Which Stocks Could Be In Focus On 04 September 2026?
HDFC Bank
Hindustan Zinc
HAL
Hindustan Aeronautics has reportedly received three additional GE F404 engines for the Tejas Mk1A fighter aircraft program. Total engine deliveries have now reached ten, supporting production schedules.
Bharat Forge
The company signed agreements related to 70-mm rocket systems and small-arms collaboration with international defence partners. The announcement further strengthens Bharat Forge's defence manufacturing ambitions.
Power Grid
RVNL
Rail Vikas Nigam Limited secured a ₹405 crore contract from East Coast Railway. New order wins continue to strengthen the company's project pipeline.
Cipla
Cipla announced an exclusive partnership with Qilu for licensing and supply of Pembrolizumab in the United States market, potentially strengthening its oncology portfolio.
Adani Ports
The company plans to start dedicated empty container yard operations at Mundra Port and SEZ, which may enhance logistics efficiency and support cargo handling growth.
IEX
Indian Energy Exchange reported its highest-ever monthly electricity traded volume in August, rising 20% year-on-year, highlighting continued strength in power market activity.
Stocks Facing Negative News Flow
Gland Pharma: Fosun Pharma is reportedly planning to sell up to 5% stake through block deals at a discount to market price.
RailTel: Himachal Pradesh Government has cancelled a project valued at approximately ₹20.35 crore.
Investor Takeaway
Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, who is also a SEBI Regd Investment Adviser, observes that defence, power infrastructure, strategic minerals and railways remain among the strongest news-driven themes. Investors should particularly monitor Hindustan Zinc, HAL, Bharat Forge, Power Grid, RVNL and HDFC Bank as these companies have announced developments that could influence market sentiment.
Conclusion: The trading session on 04 September 2026 is likely to witness stock-specific action across banking, defence, infrastructure, logistics, mining and pharmaceuticals. Market participants should focus on execution-driven developments rather than relying solely on headline sentiment.
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Written by Indian-Share-Tips.com, which is a SEBI Registered Advisory Services. This article is for educational and informational purposes only and should not be construed as investment advice, stock recommendation, or solicitation to buy or sell securities. Investments in securities markets are subject to market risks. Please read all related documents carefully before investing.











