FOMO To FMA - Global Rally, Local Tussle: Results, IPOs & FII-DII Face-Off Take Center Stage

Global Market Futures (as of 06:00 AM IST)
US Market (Futures)
      Nasdaq: +0.10%
      Dow Jones: +0.09%
      S&P 500: +0.10%
European (Futures)
      Ftse 100: -0.11%
      Cac 40: -0.19%
      Dax : +0.21%
Asian
      Nikkei: +0.47%
      ASX 200: +0.87%
      KOSPI: +1.91%
Gift Nifty = 24706.50 (-0.31%)

FII and DII Trading Activity August 4, 2025 in Cash market:
FIIs: Net Sell of ₹2,403.89 crore
DIIs: Net Buy of ₹4,256.55 crore

Key Quarterly Results to be announced today for Q1 FY26:
Bharti Airtel, Adani Ports and Special Economic Zone, Lupin, Britannia Industries, Alembic Pharmaceuticals, Aarti Surfactants, Berger Paints India, Bharti Hexacom, CARE Ratings, Container Corporation of India, Exide Industries, Gland Pharma, Gujarat Gas, Jindal Saw, NCC, Prestige Estates Projects, Keystone Realtors, and Torrent Power will announce their quarterly earnings on August 5.

Key Corporate & Economy Updates:

Positive

IndusInd Bank: Rajiv Anand appointed as CEO for three years (from August 25, 2025, pending shareholder nod), signaling transformation and governance overhaul.
KKV Agro Powers: Announces 1-for-10 bonus issue, rewarding shareholders.
Brigade Hotel Ventures: Secures 67,977 sqft at WTC Chennai post-IPO, expanding hospitality footprint.
JSW Energy: Concludes settlement to acquire KSK Water Infrastructures, signaling sector consolidation.
Tata Capital: Gears up for a major IPO, expected to be the biggest non-bank listing since HDFC.
Kaynes Circuits: To invest ₹4,995 crore in Tamil Nadu, boosting electronics hub status.
Adani Energy Solutions: Incorporates three new power subsidiaries in Maharashtra to speed up infra expansion.
Remsons-Uni Autonics: Wins ₹30 crore sensor order from German OEM, aiding global growth.
Bosch: Strong Q1, invests ₹40.5 million in JSW Renew One.
BEML: Secures ₹2.82 billion contract; alliances formed with TuTr Hyperloop for high-speed mobility.
Godfrey Phillips: Declares 2:1 bonus issue after robust Q1.
Quality Power: Bags ₹115 million order in energy transition drive.
Triveni Turbine: Strong Q1 growth momentum.
Kitex Garments: Q1 profit up to ₹207.6 million on export momentum.
Info Edge: Invests ₹25 crore in Startup Investments (Holding) Ltd.
GPT Infraprojects: Q1 revenue at ₹3.13 billion; profit up to ₹234.8 million.
GreenLine Mobility & Hindustan Zinc: ₹400 crore green freight partnership.
NECC: secured a significant logistics contract with Tata Steel to transport steel products using electric heavy vehicles (5 years).
AGI Infra: Approves 1:5 stock split.
Highway Infrastructure IPO: Anchor investment of ₹234 million.
Aurobindo Pharma: Q1 profit surge, dividend declared.
Godrej Industries: Resilience after ex-employee FIR.
Varun Beverages: Announces mega investment in Africa.
Kaytex Fabrics: Strong SME IPO listing performance.
Kansai Nerolac: Kansai Nerolac Paints Limited has invested in its Sri Lankan subsidiary, Kansai Paints Lanka (Private) Limited around LKR 300 million 

Negative

Swiggy DeskEats: Targets office segment but faces mounting losses.
Everest Industries: Q1 revenue at ₹5.01 billion; profit margins pressured.
Globus Spirits: Q1 profit at ₹178.4 million, faces margin headwinds.
Sona BLW: Q1 net at ₹1.25 billion, but slower growth flagged despite EV momentum.
Benares Hotels: Trading ex-dividend amid broader hospitality market concerns

Neutral/Other Updates

UnitedHealth: Appoints Wayne DeVeydt as CFO during financial turbulence.
Tata Capital: IPO announcement excites market but awaits pricing and launch details.
Leadership Changes: Multiple companies, including BSEL Algo, see leadership transition.

Key Non-Corporate News
1) India's MEA: Defends continued Russian oil imports, calls US tariff threats "unjustified and unreasonable."
2) Economic Policy: SEBI releases consultation paper for related party transactions.
3) Indian Government stands firm on Russian oil imports despite US tariff threat.
4) India-US Trade tensions rise as tariff issues escalate.

Bulk Deals

PSP Projects
Adani Infra (India), owned by Gautam Adani’s Adani Enterprises, has acquired an additional 86.55 lakh shares (21.83% stake) in PSP Projects at Rs 640 per share, amounting to Rs 553.92 crore. However, promoter Prahaladbhai Shivrambhai Patel sold 91 lakh shares at Rs 640.01 per share on the BSE, and another 6 lakh shares at Rs 625 per share. This entire 24.47% stake is valued at Rs 619.9 crore.

Yatharth Hospital and Trauma Care Services
PMS firm Purnartha Investment Advisers has bought 5.8 lakh shares (0.6% stake) at Rs 649.9 per share, amounting to Rs 37.6 crore.

IPO Listing August 5, 2025:
Aditya Infotech Laxmi India Finance (CPPLUS)
SG Finserv Ltd
Laxmi India Finance Ltd 
Kaytex Fabrics Ltd (SME)

On-going IPO:
Last Date to subscribe: August 5, 2025
-FlySBS Aviation Ltd 
Last Date to subscribe: August 6, 2025
- Bhadora Industries Ltd (SME)
- Parth Electricals & Engineering Ltd (SME)
- Aaradhya Disposal Industries Ltd
- Jyoti Global Plast Ltd
- BLT Logistics Ltd 

Upcoming IPO:
-Highway Infrastructure Ltd: 05.08.2025 to 07.08.2025
-Knowledge Realty Trust (REIT): 05.08.2025 to 07.08.2025

Stocks Trading Ex-Dividend on August 5, 2025:
Aayush Wellness Ltd, Alembic Ltd, Automotive Axles Ltd, Indef Manufacturing Ltd, Benares Hotels Ltd, Berger Paints India Ltd, Century Enka Ltd, Chambal Fertilisers & Chemicals Ltd, DCM Shriram Ltd, Hyundai Motor India Ltd, Indag Rubber Ltd, Ipca Laboratories Ltd, Jay Shree Tea & Industries Ltd, J.G. Chemicals Ltd, Prima Plastics Ltd, Share India Securities Ltd, Shreyans Industries Ltd, The Grab Tea Company Ltd, Tips Music Ltd, VA Tech Wabag Ltd, 
Stocks Trading Ex-Income Distribution (REITS)
Embassy Office Parks REIT
Stocks Under F&O Ban on August 5, 2025
PNB Housing Ltd

Source: WOWNEWS24X7