Several companies are making headlines today, September 5, 2025, due to recent news and strategic developments. These include Zydus Life, NTPC, HDFC Life, Varun Beverages, RVNL, and TVS Motor.

Zydus Lifesciences

Zydus Lifesciences is expanding its reach in the US market through a strategic partnership with Synthon BV, a Netherlands-based company. The collaboration aims to introduce a generic version of Ozanimod capsules, a drug used to treat multiple sclerosis. Synthon will handle regulatory approvals, manufacturing, and supply, while Zydus will manage commercialization in the US. Synthon has already received tentative approval from the U.S. Food and Drug Administration (FDA) and is eligible for shared 180-day exclusivity upon market entry. Zydus Lifesciences also announced positive results from its Epic-III Phase 2(B)/3 trial of Saroglitazar Magnesium for Primary Biliary Cholangitis and plans to submit for regulatory approval in Q1 2026. The company has launched Vaxiflut, India's first trivalent influenza vaccine.

NTPC

NTPC, a state-owned power giant, has announced the permanent discontinuation of operations at its 440-MW Stage-I Tanda thermal project in Uttar Pradesh, effective September 1, 2025. This decision, approved by the competent authority, reduces the NTPC group's total installed and commercial capacity to 82,926 MW. The closure involves four units, each with a capacity of 110 MW. Renewable energy stocks like Adani Green, Tata Power, and Waaree Energies are in focus after the GST Council cut tax on solar, wind, biogas, and other clean energy devices and parts to 5% from 12%, lowering costs for developers and boosting green transition.

HDFC Life

HDFC Life Insurance Company is set to implement a new GST structure for individual insurance products starting September 22, 2025, following the government's decision to reduce GST on various insurance products. The company anticipates a gradual increase in demand, improved persistency, and a minimal impact of under 0.5% on Embedded Value (EV). HDFC Life maintains its goal to double the Value of New Business (VNB) over the next 4-4.5 years and views this tax reform as a positive structural change for the life insurance sector.

Varun Beverages

Varun Beverages is making strategic moves to diversify its operations and enhance sustainability. The company has incorporated a joint venture company in India, named White Peak Refrigeration Private Limited, to manufacture visi-coolers and other refrigeration equipment. Additionally, Varun Beverages will invest in Jager Renewables Two Pvt Ltd for solar power. The investment aims to source captive solar power for its facilities across Kota, Alwar, Jaipur, Jodhpur, and Bhiwadi in Rajasthan.

RVNL

Rail Vikas Nigam Ltd (RVNL) and Texmaco Rail & Engineering Ltd are forming a joint venture to develop India's railway sector. The new company, which will focus on railway projects in India and abroad, is expected to be operational by November. The total investment for the JV is Rs 200 crore, with an initial infusion of Rs 10 crore to commence operations. RVNL has also secured a Rs 191.53 crore contract from the South Eastern Railway for the design, supply, installation, testing, and commissioning of a 132 KV traction substation.

TVS Motor

TVS Motor Company has launched the TVS NTORQ 150, which it is calling India's first hyper sport scooter designed for Gen Z riders. The scooter is powered by a 149.7cc race-tuned engine and offers first-in-segment features such as acceleration of 0-60 kmph in 6.3 seconds, ABS & Traction control System, and a hi-res TFT cluster with 50+ connected features. TVS Motors achieved record-breaking sales of 509,536 units in August, marking a 30% year-on-year increase. The company also launched the Orbiter electric scooter, priced at Rs 99,900, featuring a 3.1kWh battery and 158km range.