FOMO TO FMA - Global Markets Split, Commodities Shine: Gift Nifty Points Higher Ahead of Tata Motors, Grasim, HAL Results
Global Market Overview (as of 07:30 AM IST)
| Market / Region | Index | Change (%) |
| US Markets (Futures) | Nasdaq | +0.11% |
| Dow Jones | -0.05% | |
| S&P 500 | +0.02% | |
| European Markets (Futures) | FTSE 100 | -0.05% |
| CAC 40 | -0.10% | |
| DAX | -0.04% | |
| Asian Markets (Live) | NIKKEI 225 | +0.12% |
| KOSPI | +3.46% | |
| Shanghai (SSEC) | +0.09% | |
| Hang Seng | -1.13% | |
| TAIEX | +0.65% | |
| Straits Times Index | -0.28% | |
| ASX 200 | -0.63% | |
| India Early Indicator | Gift Nifty | 24,564.00 (+0.20%) |
Commodity Market Updates (Live)
International commodity markets traded broadly higher, with gains across precious metals, energy, and base metals:
Precious Metals: Gold futures rose 0.31% to $4,454.80, while spot gold advanced 0.62% to $4,395.37. Silver gained 0.48% to $65.245.
Base Metals: Copper edged 0.05% higher to $6.6318, posting comparatively modest gains.
Energy: WTI Crude rose 0.71% to $83.79 and Brent Crude gained 0.52% to $89.42 amid continued concerns over potential Middle East supply disruptions. Natural Gas advanced 0.18% to $2.755.
Market Bias: Overall, commodities maintained a positive bias led by crude oil and precious metals.
FII & DII Cash Market Activity (August 11, 2026)
FIIs / FPIs: Net Buying of ₹258.55 crores
DIIs: Net Buying of ₹24.77 crores
Key Quarterly Results Scheduled Today
The following companies will announce their quarterly earnings today:
Large Caps & Major Entities: Tata Motors, Grasim Industries, Apollo Hospitals Enterprise, Lenskart Solutions, Hindustan Aeronautics, Indian Railway Catering and Tourism Corporation (IRCTC), Petronet LNG, GMR Airports, SKF India, Sun TV Network.
Mid & Small Caps: Arvind, Astral, Aditya Infotech, EID Parry India, EMS, Indiqube Spaces, Jyothy Labs, National Fertilizers, Titagarh Rail Systems, VIP Industries, VA Tech Wabag, Yatra Online.
Key Corporate Updates
Positive Developments & Q1 Results
SKF India: Q1 revenue from operations stood at ₹9.71 billion with PAT of ₹619.2 million. Declared an interim dividend of ₹20/share and appointed Sujeeth Pai as MD for 5 years effective Sept 1, 2026.
HCL Infosystems: Court allowed company's appeal, setting aside a July 2017 order and quashing a tax demand of ₹228.5 million plus interest/penalty.
JNK India: Q1 consolidated revenue at ₹1.80 billion; consolidated net profit stood at ₹114.7 million.
Bagmane Prime Office REIT: Q1 revenue from operations at ₹4.37 billion; net profit at ₹578.5 million. Declared distribution of ₹1.50 per unit.
Indo Tech Transformers: Q1 revenue from operations stood at ₹2.28 billion; PAT at ₹257 million. Announced dividend of ₹10 per share.
AYM Syntex: Q1 revenue at ₹3.51 billion; consolidated profit stood at ₹86.6 million.
KFin Technologies: Launched Klarity AI, a digital solution aiming to eliminate signature fraud across the BFSI sector.
GSP Crop Science: Q1 revenue at ₹4.24 billion; net profit stood at ₹312.8 million.
Caliber Mining and Logistics: Q1 revenue at ₹6.57 billion; consolidated net PAT reached ₹297.6 million.
3M India: Manufacturing operations at Ahmedabad facility fully resumed from August 10 post temporary heavy rain shutdown.
Apollo Sindoori Hotels: Q1 revenue at ₹1.78 billion with profit of ₹17.6 million.
Senco Gold: Q1 consolidated revenue stood at ₹30.56 billion; net profit reached ₹1.01 billion.
Goodricke Group: Q1 revenue at ₹2.11 billion with profit of ₹408.7 million.
Man Industries (India): Q1 consolidated revenue reached ₹10.53 billion; net profit stood at ₹614.3 million.
Delton Cables: Q1 revenue at ₹2.86 billion; continuing operations net profit at ₹75.9 million.
Faze Three: Q1 revenue at ₹2.29 billion; consolidated profit stood at ₹96.4 million.
Techno Electric & Engineering: Q1 revenue stood at ₹6.30 billion; net profit reached ₹933.3 million.
Polyplex Corporation: Q1 revenue at ₹22.54 billion; net profit stood at ₹910.3 million.
Om Power Transmission: Q1 revenue at ₹1.22 billion with profit around ₹105.2 million.
Bata India: Q1 revenue stood at ₹9.79 billion with profit of ₹639.8 million; declared dividend of ₹25/share.
BEML: Secured an order worth ₹1.84 billion from Hindustan Aeronautics for Light Combat Helicopter fuselage aerostructures.
PI Industries: Q1 revenue at ₹17.02 billion; net profit reached ₹2.44 billion.
Abans Enterprises: Q1 consolidated revenue stood at ₹18.89 billion; net profit came in at ₹326.9 million.
Simplex Infrastructures: Q1 revenue at ₹2.91 billion; consolidated net profit stood at ₹104.4 million.
Enviro Infra Engineers: Q1 revenue stood at ₹3.59 billion; net PAT reached ₹398.3 million.
Beekay Steel Industries: Q1 revenue at ₹3.75 billion; consolidated profit at ₹378.4 million.
Vikran Engineering: Q1 revenue at ₹2.04 billion; net profit came in at ₹175.1 million.
Allcargo Terminals: Q1 operating income reached ₹2.14 billion with net profit of ₹633 million. Approved Pranav Choudhary as MD.
Zydus Lifesciences: Subsidiary Sentynl Therapeutics and Mereo BioPharma entered an option/licence agreement for Phase 3 asset Alvelestat (potential oral treatment for AATD-associated lung disease), securing US commercialization & global manufacturing rights.
Credo Brands Marketing: Q1 revenue at ₹1.25 billion with net PAT of ₹229 million.
Ashiana Housing: Q1 net profit reached ₹131.1 million. Approved NCDs/bonds issuance up to ₹500 million via private placement.
Innova Captab: Q1 consolidated profit reached ₹441.3 million.
Expo Engineering and Projects: Received ₹420 million order from Larsen & Toubro alongside another work order from Indian Oil Corporation.
Diamond Power Infrastructure: Received orders aggregating ₹1.95 billion.
Amrutanjan Health Care: Q1 revenue at ₹1.03 billion; PAT stood at ₹43.7 million.
VLS Finance: Q1 consolidated revenue stood at ~₹1.24 billion with PAT of ~₹959.8 million.
HG Infra Engineering: Received Letter of Award from Rajasthan government for a project valued at ₹24.1 billion (HG Infra share: 17.1%).
Flair Writing Industries: Q1 revenue stood at ~₹3.19 billion; net profit came at ~₹285 million.
TARC: Q1 consolidated net profit reported at ~₹226.5 million.
Sai Parenterals: Planning equity stake acquisition in Saicriti Pharma (greenfield injectables) and Prathyak Laboratories. Q1 revenue ~₹1.79 billion, PAT ₹79.2 million.
Saatvik Green Energy: Subsidiary received an order worth ₹4 billion for supply of solar PV modules.
Repco Home Finance: Q1 total revenue from operations stood at ~₹4.68 billion; PAT reached ~₹1.22 billion.
Popular Vehicles and Services: Q1 revenue at ₹18.9 billion; net profit came in at ₹137 million.
Landmark Cars: Entered MoU with TecSo Charge Zone for EV charging wallet credits; reported profitable Q1.
Anlon Technology Solutions: Reported an order book of ~₹1.41 billion as of July 31, 2026.
Divgi TorqTransfer Systems: Q1 revenue stood at ₹1.37 billion; net profit at ₹252.4 million.
Ganesh Benzoplast: Q1 consolidated net PAT came in at ~₹175.8 million.
Greenleaf Envirotech: Secured work order worth ₹300.8 million.
Interstate Oil Carrier: July 2026 volumes grew 38% YoY.
Nephrocare Health Services: Reported profitable Q1 with net profit of ~₹319 million.
Voya Wires: Q1 consolidated profit stood at ₹171.4 million.
Urban Enviro Waste Management: Awarded work order worth ₹164 million.
Innovision: Secured NHAI toll-plaza mandate for Aashpur fee plaza on NH-91 (UP) with commercial consideration of ~₹832.8 million.
Manappuram Finance: Q1 net profit reached ₹5.85 billion against interest income of ₹29.98 billion. Approved raising borrowing limits to ₹1 trillion; Ashish Singh named MD & CEO effective Jan 1, 2027.
Asian Granito India: Q1 net profit stood at ₹81.3 million with revenue above ₹5 billion.
Aeroflex Enterprises: Q1 revenue at ₹1.89 billion; net profit at ~₹96.6 million.
Jubilant Agri and Consumer Products: Q1 revenue at ₹5.22 billion; net profit reached ₹461.1 million.
Shilchar Technologies: Q1 net profit stood at ₹208.6 million.
TD Power Systems: Q1 revenue reached ₹6.40 billion; net profit stood at ₹862.9 million.
Arkade Developers: Q1 revenue at ₹1.47 billion; net profit reached ₹190.8 million.
Piccadily Agro Industries: Q1 revenue at ₹2.71 billion; net PAT at ₹213 million.
Inspirisys Solutions: Q1 revenue at ₹1.07 billion; continuing operations net profit at ₹40.7 million.
Borana Weaves: Q1 revenue at ₹1.01 billion; profit at ₹164.8 million. Approved expansion at Unit 4 targeting production by Dec 2026.
EPL: Q1 revenue at ₹13.88 billion; net profit reached ₹986 million.
ECOS (India) Mobility & Hospitality: Q1 revenue at ₹2.11 billion; net profit stood at ₹145.3 million.
JSW Dulux: Q1 revenue at ₹9.65 billion; net profit at ₹797 million. Board approved a 1:10 stock split.
Kriti Nutrients: Q1 revenue at ₹2.47 billion; net PAT stood at ₹89.2 million.
Oriental Rail Infrastructure: Q1 revenue at ₹1.38 billion; net profit at ₹107.5 million.
Tembo Global Industries: Q1 revenue at ₹3.02 billion; net profit at ₹300.5 million.
Sunshield Chemicals: Q1 revenue at ₹1.27 billion; profit stood at ₹134.9 million.
Tribhovandas Bhimji Zaveri (TBZ): Q1 revenue at ₹8.41 billion; net profit stood at ₹339.2 million.
S.P. Apparels: Q1 revenue at ₹4.01 billion; net PAT at ₹248.7 million. Recommended ₹3/share final dividend and approved stock split.
RHI Magnesita India: Q1 revenue at ₹10.14 billion; net profit at ₹646.1 million.
RBZ Jewellers: Q1 revenue at ₹1.21 billion; profit at ~₹90.3 million.
Sunflag Iron & Steel: Q1 revenue at ₹10.79 billion; net PAT at ₹660.5 million.
Rubfila International: Q1 revenue at ₹1.33 billion; net profit at ₹58 million.
IFCI: Q1 revenue at ₹3.27 billion; net profit reached ₹335.2 million.
Precision Camshafts: Q1 revenue at ₹1.88 billion; net profit at ₹84.5 million.
Yuken India: Q1 revenue at ₹1.34 billion; total net profit at ₹52.2 million.
Grasim Industries: Commenced commercial production at CPVC resin plant in Vilayat with Lubrizol.
Firstsource Solutions: Partnered with Cresta for AI-powered customer experience solutions.
Ritco Logistics: Secured new transport & warehousing business worth ₹3.42 billion.
Shri Bajrang Alliance: Q1 revenue at ₹1.05 billion; net profit at ₹96.5 million.
Tamilnadu Petroproducts: Q1 revenue at ₹7.78 billion; net PAT at ₹801.1 million.
Wanbury: Q1 revenue at ~₹1.66 billion; PAT at ₹32.4 million.
Trigyn Technologies: Q1 revenue at ₹2.53 billion; total profit at ₹34.9 million.
Balrampur Chini Mills: Q1 consolidated profit reached ₹441.5 million.
BSL: Q1 revenue at ₹1.70 billion; profit at ₹17.2 million.
Negative Updates & Disappointments
Concord Enviro Systems: Q1 revenue at ₹853.5 million; reported consolidated net loss of ₹175.7 million.
SEPC: Q1 revenue at ₹2.74 billion; reported net loss of ₹110.5 million.
Delta Corp: Q1 revenue at ₹1.69 billion; net loss widened to ₹2.12 billion due to a one-time charge of ₹3.07 billion.
Dish TV India: Q1 revenue at ~₹266 million with a consolidated net loss.
Camlin Fine Sciences: Q1 revenue at ₹5.20 billion; consolidated net loss at ₹317.1 million.
Godrej Consumer Products: MD & CEO Sudhir Sitapati resigned effective August 11, 2026. Management cited need for stepped-up execution in e-commerce, digital, and AI.
Matrimony.com: CFO Harigovind Krishnasamy resigned.
Gokak Textiles: Board approved closure and sale of Karnataka knitwear unit.
Neutral Updates, Corporate Actions & Appointments
Concord Enviro Systems: Appointed Shleshank Laheri as CFO; reappointed Prayas Goel as MD.
TD Power Systems: Board meeting set for August 14 to consider fundraising via securities.
Tera Software: Appointed Anit Kumar as CFO.
Tacent Projects: Approved preferential issuance of warrants up to ₹115.9 million and equity shares up to ₹34 million.
NDR InvIT Trust: Filed draft offer document with SEBI to convert into public InvIT (Fresh issue: ₹4.5B; OFS: ₹3B).
Linde India: Appointed Vikash Dokania as CFO.
Allcargo Terminals: Suresh Kumar Ramiah stepping down as MD on Aug 31, 2026; Pranav Choudhary approved as successor.
Canara Bank: Revised 1-year MCLR upward effective August 12.
Fineotex Chemical & Natco Pharma: Board meetings scheduled (Aug 17 and Aug 14 respectively) to consider fundraising.
Indus Finance: Delegated evaluation of fundraising and bonus share issue to committee.
Manaksia Aluminium: Reappointed Sunil Kumar Agrawal as MD.
Focus Lighting & Fixtures: Reappointed Amit Vinod Sheth as MD.
Syncom Formulations: Appointed Ankur Vijay Bankda as CFO effective Aug 12 post Rahul Vijay Bankda's resignation.
Orient Press: Reappointed Ramviras Maheshwari as MD.
S V Trading and Agencies: Gopal Lal Paliwal resigned as MD; Manoharbhai Premshankarji Joshi appointed CEO.
Byke Hospitality: Signed MoUs for upcoming hospitality properties.
Inani Marbles and Industries: Reappointed Rishi Raj Inani as CFO.
Oriental Rail Infrastructure: Saleh N. Mithiborwala appointed MD following Karim N. Mithiborwala's resignation.
Larsen & Toubro: Divesting Network Services business to Vyoma for ₹300 million and Data-Centre business for ₹14 billion.
Godrej Consumer Products: Appointed Aasif Malbari as MD & CEO effective Aug 12 and Vishal Kedia as interim CFO. India CEO appointment under process.
Vodafone Idea: Hopeful of concluding financing discussions with SBI-led PSU bank consortium for network expansion.
Sai Parenterals: Reappointed Anil Kumar Karusala as MD for 3 years from Jan 1, 2027.
RBI Liquidity: Overnight Variable Rate Reverse Repo (VRRR) auction under LAF scheduled for August 12 for ₹750 billion.
Macroeconomic, Regulatory, Policy & Foreign News
SEBI Regulatory Updates:
Proposed expanding Vault Managers Regulations to bring all physical bullion for regulated products into the framework.
Notified easier municipal bond rules via amendments to Municipal Debt Securities Regulations 2015.
Proposed enhanced FPI participation in commodity derivatives and mandatory position square-off/rollover 3 days prior to expiry.
Retail Options Trading: Losses of Indian retail options traders dropped 18% post-regulatory restrictions.
Bonds & Currency: 10-year Indian Government Bond yield ended at 6.7731%. Rupee weakened near a 2-week low due to elevated oil prices and US-Iran confrontation.
India Monsoon: Below-average rainfall projected for Western, Southern, and Central India over the next two weeks.
Aviation Investigation: Air Accident Investigation Bureau examining evidence on Air India's Phuket flight incident with technical assistance from France's BEA. Pilot positive drug test reported.
Shiprocket IPO: Raised ₹7.27 billion from anchor investors by allocating 75 million shares at ₹97/share.
Global Commodities & Geopolitics:
Guinea Bauxite: Nimba plans monthly tender sales.
ICE Cotton & Palm Oil: Cotton strengthened on weather/WASDE focus; Palm oil hit 4-month high driven by Dalian veg oils and crude strength.
Capricorn Energy: Recommended Genel Energy offer; Samos Energy and Alamadiyaf Al-Masiyyah ruled out bidding. Shares fell on UK exchange.
Fitch Sovereign Rating: Maintained India's rating at BBB- with stable outlook.
Diageo: Indian unit challenged New Delhi's ban on a rum product in court.
US-Iran Escalation: US forces fired on a Panama-flagged vessel attempting to breach an Iranian blockade.
Domestic Mutual Funds: Equity fund inflows eased in July; large-cap funds recorded net outflows for the first time in 30 months.
Bulk & Block Deals
| Company | Buyer(s) | Seller(s) | Shares / Stake | Value | Price |
| Metropolis Healthcare | ABSL MF (10.49L), ICICI Prudential MF (5.25L), Morgan Stanley Asia (5.25L) | Duru Shah Family Trust, Metz Advisory LLP | 21.00 Lakh (1.01%) | ₹118.44 Cr | ₹564.00 |
| Univastu India | Taurus Mutual Fund | — | 3.77 Lakh (0.99%) | ₹4.90 Cr | ₹130.00 |
| Rolex Rings | Bayerninvest KVG MBH (ERI Bayerninvest Fonds) | — | 8.98 Lakh (0.33%) | ₹15.33 Cr | ₹170.59 |
| RPP Infra Projects | Diva Projects | Arul Sundaram Nithya, P Arul Sundaram | 8.48L Bought / 8.72L Sold (1.71% / 1.76%) | ₹4.99 Cr / ₹5.14 Cr | ₹58.90 |
Primary Market (IPOs) & Corporate Actions (August 12, 2026)
Ongoing IPOs
Closing Today (Aug 12): Molbio Diagnostics Ltd, Dhoot Transmission Ltd.
Closing Aug 13: Milky Mist Dairy Food Ltd, Fascinate Textiles Ltd (NSE SME).
Closing Aug 14: Shiprocket Ltd, Behari Lal Engineering Ltd, Pramodini Medicare Ltd (NSE SME).
Upcoming IPOs
Aug 13 – Aug 17: Credent Connect N Care Ltd (NSE SME).
Aug 14 – Aug 18: Technocrats Plasma Systems Ltd (BSE SME), ENS Enterprises Ltd (BSE SME).
Listings Today (Aug 12)
Mainboard: Ardee Industries
SME: GV Electricals (BSE SME)
Ex-Dividend & Ex-Distribution (Aug 12)
Ex-Dividend: ASM Technologies, CAMS, Dhunseri Tea, Gabriel India, Gujarat Containers, H.G. Infra Engineering, Industrial & Prudential Investment, KCP Ltd, KPIT Technologies, Neelamalai Agro, NHPC, Sandur Manganese & Iron Ores, Narmada Gelatines, Uniparts India, Vaibhav Global, Voith Paper Fabrics.
Ex-Income Distribution: National Highways Infra Trust (InvIT).
Securities Under F&O Ban Today
BANDHANBNK
SAIL
Sources: WOWNEWS24X7, Moneycontrol, Investing.com
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