FOMO To FMA -Bulls Hold Breath as FIIs Flee, DIIs Step Up & Titan’s Turn Awaits

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Global Market Futures (as of 06:00 AM IST)
US Market (Futures)
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Gift Nifty = 24536.50 (-0.38%)

FII and DII Trading Activity August 6, 2025 in Cash market:
FIIs: Net Sell of ₹4,999.10 crore
DIIs: Net Buy of ₹6,794.28 crore

Key Quarterly Results to be announced today for Q1 FY26:
Titan Company, Life Insurance Corporation of India, Hindustan Petroleum Corporation. Godrej Consumer Products, Biocon, Cummins India, Metropolis Healthcare, National Aluminium Company, Kalyan Jewellers India, Kalpataru Projects International, Aegis Logistics, Aegis Vopak Terminals, Apollo Tyres, Bajaj Electricals, Birlasoft, Data Patterns (India), Edelweiss Financial Services, Emcure Pharmaceuticals, General Insurance Corporation of India, Indigo Paints, CE Info Systems, Global Health, Medi Assist Healthcare Services, Page Industries, Ramco Cements, Shree Renuka Sugars, and Sai Life Sciences will release their quarterly earnings on August 7.

Key Corporate & Economy Updates:

Positive

Fortis Healthcare: Q1 FY26 profit soars, hospital operations show strong growth.
NSDL: Shares debut at 10% premium on BSE IPO.
MTN & Airtel: Multi-trillion Naira data revenues reflect Nigerian connectivity surge.
Bharat Forge: Executes major defense sector overhaul; ₹4,533 Cr transfer in KSSL.
IRCON International: Order book resilient despite revenue slump.
Indraprastha Medical: Q1: ₹3.65B revenue, ₹514.6M profit—signaling steady growth.
Trent: Q1 surge, revenue at ₹48.83B, net profit up to ₹4.25B amid retail momentum.
Balmer Lawrie: Q1: ₹6.81B revenue, ₹689.3M profit—strong operational results.
Datamatics: Q1 FY26: ₹4.68B revenue, ₹503.8M profit—digital business surge.
TBZ: Q1: ₹6.24B revenue, ₹225M profit, leadership continuity.
GNFC: Q1: ₹16.01B revenue—steady despite headwinds.
Jash Engineering: ₹780M in July orders—robust demand.
HUDCO: Q1 profit rises to ₹6.3B amid steady revenue.
Jindal Stainless: Q1: ₹7.15B profit, 8.2% YoY revenue rise.
Bajaj Holdings: Q1 net profit surges despite modest income growth.
Waaree: Shares rally after Indosolar sell-off.
Enviro Infra: ₹852.2M order for Bengaluru wastewater projects.
Paras Defence: Strategic alliance with Germany’s HPS—space collaboration.
Hindustan Copper & GAIL: Pact to bid for critical mineral assets.
JSW Cement: IPO opens today with ₹3,600 crore issue.
Zee Learn—CIRP proceedings withdrawn after Supreme Court move.
Purvankara Ltd - Starworth Infrastructure, Purvankara‘s subsidiary Bags ₹835.2 Mn Deal, Building on Puravankara's Power Play
Shree Refrigerations: Wins ₹35.7M HVAC order.

Negative
Sula Vineyards: Q1 revenue, profit decline; only wine tourism shows growth.
BHEL: Q1 loss deepens to ₹455 crore, despite stable revenue.
Raymond Lifestyle: Q1 steep loss, modest revenue growth.
VIP Industries: ₹131M loss in June Qtr with ₹5.61B revenue.
Prince Pipes: Q1 profit slides on margin pressure.
Hero MotoCorp: Misses street estimates, profit rises on ops gains.
Bajaj Auto: Warns of potential EV slowdown due to rare earth magnet shortage.
Dabur India: Faces ₹2.79B tax demand, seeks rectification.

Neutral
Tinna Rubber: JV in South Africa for sustainability.
Glenmark Pharmaceuticals: US subsidiary confirmed it had agreed to pay $37.75 million to settle specific allegations, however the company has not admitted to the allegations.
Nesco: Civic body’s ₹2.58 Cr demand under review.
Jindal Worldwide: Spins off 51% in Goodcore Spintex for ₹127.5M.
Media Metrics/Esha Media: ₹15M equity infusion.
PVR INOX: Maintains exclusive Blockbuster Tuesdays.
MPS Infotecnics: Receives SEBI compliance directive.

Non-Corporate News
1) RBI policy pause jolts bonds; yields jump to 6.42%.
2) India-made iPhones avoid US tariffs for now.
3) EIA report sends energy markets and futures higher.
4) Trump sets tariffs on Indian exports over Russian oil ties.
5) Trump admin seeks to block global plastics treaty production caps.
6) India’s July fuel demand: overall dip, Y-o-Y petrol/diesel rise.

Bulk Deals

Adani Energy Solutions
Envestcom Holding RSC has offloaded a total of 2.19 crore shares in the Adani Group company (equivalent to a 1.83% stake) at Rs 790 per share, amounting to Rs 1,736.7 crore. Its shareholding in the company stood at 2.68% at the end of the June quarter.

Tube Investments of India
Motilal Oswal Mutual Fund has acquired an additional 10.7 lakh shares (equivalent to a 0.55% stake) at Rs 2,919.02 per share, amounting to Rs 312.3 crore.

Laxmi India Finance
BofA Securities Europe SA has offloaded 2.6 lakh shares in the MSME lender at Rs 125.01 per share.

Spandana Sphoorty Financial
ACM Global Fund VCC has acquired 1.38 lakh shares in the microfinance institution at Rs 9.95 per share.

MVK Agro Food Product
Wallfort PMS & Advisory Services LLP has sold 1.2 lakh shares in MVK at Rs 250.05 per share. However, Tushar Bherulal Tepan has purchased 84,000 shares at Rs 250.04 per share, and Nikesh Agro Farms and Infrastructure has acquired 99,600 shares at Rs 253.80 per share.

Block Deals

Bikaji Foods International
Promoters Deepak Agarwal and Shiv Ratan Agarwal have sold 25 lakh shares (0.99% stake) in the company to institutional investors including ICICI Prudential Life Insurance Company, Tata Mutual Fund, HDFC Life Insurance Company, Aditya Birla Sun Life Mutual Fund, and Alphamine Absolute Return Fund at Rs 732 per share.

IPO Listing on August 7, 2025:
Cash Ur Drive Marketing
Renol Polychem

On-going IPO:
Last Date to subscribe: August 7, 2025
-Highway Infrastructure Ltd
-Knowledge Realty Trust (REIT)
Last Date to subscribe: August 11, 2025
-All Time Plastics Ltd
-JSW Cement Ltd
-Sawaliya Food Products Ltd
-Connplex Cinemas Ltd

Upcoming IPO:
-ANB Metal Cast Ltd (SME): 08-Aug to 12-Aug
-Medistep Healthcare Ltd (SME): 08-Aug to 12-Aug
-Bluestone Jewellery & Lifestyle Ltd: 11-Aug to 13-Aug

Stocks Trading Ex-Dividend on August 7, 2025:
Avanti Feeds Ltd, Bayer Cropscience Ltd, CCL Products (India) Ltd, Central Depository Services (India) Ltd, Chembond Chemicals Ltd, Dhunseri Investments Ltd, Disa India Ltd, Esab India Ltd, Karur Vysya Bank Ltd, La Opala RG Ltd, Linde India Ltd, Lumax Industries Ltd, Lumax Auto Technologies Ltd, Mysore Petro Chemicals Ltd, Naga Dhunseri Group Ltd, Nava Ltd, PI Industries Ltd, Sharda Cropchecm Ltd, Symphony Ltd
Stocks Trading Ex-Income Distribution (REITS) on August 7, 2025
Mindspace Business Parks REIT
Stocks Trading Ex-Bonus on August 7, 2025:
Murae Organisor Ltd (1:10)
Stocks Under F&O Ban on August 7, 2025
PNB Housing Ltd

Source: WOWNEWS24X7