FOMO To FMA - Global Jitters, India Ignites: Bulls Hold Fort Amid Earnings Blitz, IPO Buzz & Economic Fireworks

Global Market Futures (as of 06:50 AM IST)
US Market (Futures)
      Nasdaq: +0.32%
      Dow Jones: +0.20%
      S&P 500: +0.25%
European (Futures)
      Ftse 100: +0.47%
      Cac 40: +0.41%
      Dax : +0.22%
Asian
      Nikkei: -2.12%
      ASX 200: -0.16%
      KOSPI: +0.87%
      Taiwan Weighted: -1.03%
      Straits Times Index: -0.13%
Asian Futures:
Hang Seng: +0.65%
Gift Nifty = 24693.50 (+0.10%)

FII and DII Trading Activity August 1, 2025 in Cash market:
FIIs: Net Sell of ₹3,366.40 crore
DIIs: Net Buy of ₹3,186.86 crore

Key Quarterly Results to be announced today for Q1 FY26:
Shree Cement, Aurobindo Pharma, DLF, Escorts Kubota, Aditya Birla Capital, Marico, Ather Energy, Bosch, Delta Corp, Siemens Energy India, Godfrey Phillips India, INOX India, Kansai Nerolac Paints, Sona BLW Precision Forgings, Sun Pharma Advanced Research Company, TBO TEK, Triveni Turbine, and Unichem Laboratories will release their quarterly earnings on August 4.

Key Corporate & Economy Updates:

Positive

Quess Corp: Profit rises 54% YoY in Q1 FY26, strengthened by GCC and staffing operations post-demerger.
Hero MotoCorp: July dispatches at 450,000 units, 21% YoY growth.
MCX: June Qtr Net Profit up 50%, driven by surging operational income.
GR Infra: Q1 FY26 marks continued revenue and order book growth.
Muthoot Capital: Raises ₹1.36B via securitization, fueling future expansion.
Narayana Hrudayalaya: Reports its highest-ever quarterly revenue and healthy margins for Q1 FY26.
Shriram Pistons: Exceeds expectations with robust Q1 earnings.
Alivus Life Sciences: Posts strong ₹1.22B profit.
Dixon & Signify JV: Launch ₹1.4B venture for India’s lighting segment.
PNC Infratech: Secures ₹34.89B highway deal.
Honeywell Automation India: ₹11.83B revenue, ₹1.25B profit, steady Q1 growth.
Delhivery: ₹910.5M profit on ₹24.24B Q1 income.
Choice International: Receives SEBI nod for AMC launch.
Panth Infinity: Wins ₹1.5B work order, expected surge in growth.
Oriental Rail Infra: Fresh order worth ₹50.2M; also bags ₹32.2M order.

Negative

TCS: Faces headwinds as India’s IT majors underperform; highlights margin and demand concerns.
Vodafone Idea: ₹3M tax demand & penalty order amid regulatory scrutiny.
United Spirits: Hit with twin tax demands of ₹3.45B — company to contest.
Sangam: Sees robust sales but margin pressure persists.
Baazar Style Retail: June Qtr revenue up, modest profit growth.
Ramkrishna Forgings: Strong revenue (₹10B), profitability concerns raised.
ITC: Q1 profit ₹49.12B, meets expectations but margin pressure noted.
Tata Power: Misses profit estimate despite strong Q1 revenue; sector headwinds cited.

Neutral/Other Updates

NSDL IPO: Allotment process countdown begins; results on August 6.
GSFC: New leadership as Sanjeev Kumar, IAS, takes over.
Policybazaar: Launches AI-led group health platform "ClaimSetu".
Akme Fintrade: To raise ₹50Cr via debt, BoD meet on Aug 5.
Elitecon: ₹3B QIP to spark capital infusion.
Kohinoor Foods: Under SEBI compliance review.
ZIM Labs: EU GMP reinspection scheduled; CAPA plan due.
Granules India: Receives single US FDA observation.
Avon Mercantile: CFO Ajay Singh resigns amid transition.
Karnataka Bank: Chief Product Officer steps down.
Sun Pharma: Clarifies absence from Trump administration pharma letter recipients.
Indoco Remedies: Unlocks capital through strategic asset sale-leaseback.

Non-Corporate Key News
1) U.S. tariffs on Indian goods heighten export risk, set to impact prices and trade balance.
2) GST collection for July climbs to ₹1.96 trillion (₹1.96 lakh crore), up 7.5% YoY — signals economic resilience.
3) RBI rate outlook: MPC may cut repo rate by 25bps in August to jumpstart festive credit.
4) U.S. labor market cools: Payrolls miss, unemployment at 4.2% — spurs global caution.
5) SEBI: Sets new REITs & InvITs access rules and tightens green bond disclosures.

Bulk Deals

Belrise Industries
SR Foundation has purchased 44.75 lakh shares at Rs 141.58 per share, amounting to Rs 63.4 crore

IPO Listing August 4, 2025:
Propshare Titania SM REIT
Repono Umiya Mobile (SME)

On-going IPO:
Last Date to subscribe: August 4, 2025
- Renol Polychem Ltd (SME)
- Cash Ur Drive Marketing Ltd (SME)
Last Date to subscribe: August 5, 2025 (tomorrow)
-FlySBS Aviation Ltd (SME)

Stocks Trading Ex-Dividend on August 4, 2025:
Britannia Industries Ltd, Coromandel Agro Products & Oils Ltd, Deepak Nitrite Ltd, Emkay Global Financial Services Ltd, Fairchem Organics Ltd, Gail (India) Ltd, Gandhi Special Tubes Ltd, Greenply Industries Ltd, KCP Ltd, KELTECH Energies Ltd, Praj Industries Ltd, Westlife Foodworks Ltd
Stocks Trading Ex-Income Distribution (InVIT)
Cube Highways Trust, Nexus Select Trust, Indus Infra Trust
Stocks Under F&O Ban on August 4, 2025
PNB Housing Finance

Source: WOWNEWS24X7

 

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