Mkt. Updates :
*GIFT NIFTY +130 (24950) from last trade 24820*
*Nikkei +505 pts ,*
*Hangseng +146 pts ,*
Dow -24.58 pts ,Nsdq +218.09 pts, S&P +32.72 pts , Bovespa -471 pts , Ftse +61 pts , Dax +107 pts , Cac +65 pts , Crude @ $63.76 brl (-0.21) Brent @ $67.40 brl (-0.20) , Gold @ 3610.90 (-24.60), Silver @ $41.452 (+0.0), Euro @ $1.166, JPY @ $147.95, INR @ 88.045
*US GOVT. 10-YR YIELD : 4.22%*
*Today's Corporate Action, 04.09. Ex Date :*
A1L
Final Dividend - Rs. - 1.5000
ADSL
Final Dividend - Rs. - 1.5000
AIAENG
Dividend - Rs. - 16.0000
AKSHARCHEM
Final Dividend - Rs. - 0.7500
ASAHISONG
Final Dividend - Rs. - 1.5000
ASIIL
Final Dividend - Rs. - 0.4000
BAIDFIN
Final Dividend - Rs. - 0.1000
BBL
Dividend - Rs. - 35.0000
BMW
Final Dividend - Rs. - 0.4300
CHEMFAB
Final Dividend - Rs. - 1.2500
CLEAN
Final Dividend - Rs. - 4.0000
COMCL
Final Dividend - Rs. - 0.5000
COMFINCAP
Final Dividend - Rs. - 0.1000
ENIL
Dividend - Rs. - 2.0000
FINCABLES
Final Dividend - Rs. - 8.0000
FINPIPE
Special Dividend - Rs. - 1.6000
FINPIPE
Final Dividend - Rs. - 2.0000
GICRE
Dividend - Rs. - 10.0000
GUJGASLTD
Final Dividend - Rs. - 5.8200
GUJTHEM
Final Dividend - Rs. - 0.6700
INDOCO
Final Dividend - Rs. - 0.2000
INDSILHYD
Final Dividend - Rs. - 0.5000
IWP
Final Dividend - Rs. - 0.1500
KALYANKJIL
Final Dividend - Rs. - 1.5000
KOPRAN
Final Dividend - Rs. - 3.0000
LEX
Final Dividend - Rs. - 1.0000
LLOYDSENT
Interim Dividend - Rs. - 0.1000
MAZDA
Final Dividend - Rs. - 3.6000
MCEL
Final Dividend - Rs. - 1.0000
METROBRAND
Final Dividend - Rs. - 2.5000
NAHARCAP
Dividend - Rs. - 1.5000
NAHARPOLY
Final Dividend - Rs. - 1.0000
NAHARSPING
Dividend - Rs. - 1.0000
NATPLASTI
Final Dividend - Rs. - 1.5000
NIACL
Final Dividend - Rs. - 1.8000
NIITLTD
Final Dividend - Rs. - 1.0000
NIITMTS
Final Dividend - Rs. - 3.0000
NRBBEARING
Final Dividend - Rs. - 4.3000
NTPC
Final Dividend - Rs. - 3.3500
OIL
Final Dividend - Rs. - 1.5000
ONGC
Final Dividend - Rs. - 1.2500
PERFEPA
Final Dividend - Rs. - 1.0000
POEL
Final Dividend - Rs. - 0.7000
PRINCEPIPE
Final Dividend - Rs. - 0.5000
RUBYMILLS
Final Dividend - Rs. - 1.7500
SAVERA
Dividend - Rs. - 3.0000
SCI
Final Dividend - Rs. - 6.5900
SCILAL
Final Dividend - Rs. - 0.5500
SHRJAGP
Final Dividend - Rs. - 0.7500
SIRCA
Final Dividend - Rs. - 1.5000
SNL
Final Dividend - Rs. - 8.0000
STERTOOLS
Final Dividend - Rs. - 2.5000
SUPRAJIT
Final Dividend - Rs. - 1.7500
SURYAROSNI
Final Dividend - Rs. - 3.0000
THEMISMED
Final Dividend - Rs. - 0.5000
TIMETECHNO
Final Dividend - Rs. - 2.5000
TINNARUBR
Final Dividend - Rs. - 4.0000
TRANSRAILL
Final Dividend - Rs. - 0.8000
TVSSRICHAK
Final Dividend - Rs. - 16.8900
UNIABEXAL
Dividend - Rs. - 35.0000
UNIVCABLES
Final Dividend - Rs. - 4.0000
VINDHYATEL
Final Dividend - Rs. - 16.0000
*Today's Board Meetings*
*04-Sep-25*
3BFILMS
Audited Results;General
AADHARHFC
Employees Stock Option Plan
ACEMEN
A.G.M.;General
ADVIKCA
A.G.M.;General
AGOL
General
ARENTERP
General;A.G.M.
ARISE
A.G.M.;General
ASALCBR
General
BLUESTONE
General;Quarterly Results
CLENON
General;A.G.M.
COMSYN
A.G.M.;Final Dividend;General
DECCAN
A.G.M.;General
EQUILATERA
A.G.M.
GBGLOBAL
General
GEMSI
Preferential Issue of shares;Increase in Authorised Capital;General
GENNEX
A.G.M.
GETALONG
A.G.M.
GHUSHINE
A.G.M.
GREENCREST
A.G.M.;General
GROVY
Final Dividend;General
HARISH
A.G.M.;Preferential Issue of shares;General
HVL
General;A.G.M.
INTETHR
A.G.M.;General
KMSMEDI
A.G.M.;Final Dividend
LADIAMO
A.G.M.;Audited Results
MEHAI
Rights Issue
OIVL
Issue Of Warrants;General
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Thursday, 4 September 2025
Tuesday, 2 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Vikram-32 chip: What are the features of India’s first desi microchip built by ISRO?
https://m.economictimes.com/news/india/vikram-32-chip-what-are-the-features-of-indias-first-desi-microchip-built-by-isro/articleshow/123652892.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
https://m.economictimes.com/news/india/vikram-32-chip-what-are-the-features-of-indias-first-desi-microchip-built-by-isro/articleshow/123652892.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Gold surpasses U.S. Treasuries in central banks’ reserves for first time since 1996
https://m.economictimes.com/markets/commodities/news/gold-surpasses-u-s-treasuries-in-central-banks-reserves-for-first-time-since-1996/articleshow/123628193.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
https://m.economictimes.com/markets/commodities/news/gold-surpasses-u-s-treasuries-in-central-banks-reserves-for-first-time-since-1996/articleshow/123628193.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Latest after the Bell 4.00 PM – Tuesday, 02 September 2025
Indian benchmark indices ended lower after a strong start as profit booking emerged in the second half. Sentiment was initially lifted by expectations from the upcoming GST Council meeting and stronger-than-expected Q1 GDP growth. However, traders also kept an eye on global trade developments after a US federal appeals court ruled that most of former President Trump's global tariffs are illegal. Sectorally, gains in FMCG, metals, PSU banks, and realty provided some cushion, while autos, pharma, and IT stocks dragged. Investors remain watchful of domestic policy signals and global trade developments.
NIFTY (24579.60) (-0.18%)
SENSEX (80157.88) (-0.26%)
BANKNIFTY (53661.00) (-0.63%)
Key Takeaways
Prime Minister Narendra Modi praised India’s 7.8 % GDP growth in Q1 FY 2025–26, achieved despite global “economic selfishness,” a veiled reference to U.S. trade protectionism. Addressing Semicon India 2025, he emphasized that widespread gains across manufacturing, services, agriculture, and construction reflect India’s strong economic resilience. Modi reaffirmed the nation’s steady progress toward becoming the world’s third-largest economy, underscoring both domestic momentum and international confidence in India’s growth story.
In August 2025, India's passenger vehicle (PV) wholesale volumes fell 7.3% year-on-year to around 330,000 units, as uncertainty over proposed GST reforms prompted automakers to scale back dispatches to dealers. Major players—Maruti Suzuki, Hyundai, Tata, and Mahindra—saw declines, while only Toyota posted growth. Manufacturers held back on larger, high-cess vehicles in favor of smaller models, as both industry and consumers awaited clarity on the new tax structure
Euro area inflation edged up to 2.1% in August 2025, slightly above July’s 2.0% and market forecasts. Unprocessed food prices rose 5.5%, while energy costs declined 1.9%, easing from July’s 2.4% drop. Services inflation moderated to 3.1%, and processed food, alcohol, and tobacco rose 2.6%. Non-energy industrial goods stayed at 0.8%. Core inflation held at 2.3%, its lowest since January 2022, signaling easing underlying price pressures.
On September 2, 2025, sugar stocks—including Rajshree Sugars and Balrampur Chini—surged as much as 14%, driven by two major policy moves. The Supreme Court dismissed a plea against the rollout of 20% ethanol-blended petrol (E20), removing a key legal hurdle. Simultaneously, the government lifted production caps on ethanol for 2025–26, significantly improving the outlook for ethanol demand and fueling bullish sentiment across the sugar sector.
An Indian tax panel has proposed steep GST hikes on luxury electric vehicles: raising the rate from 5% to 18% for EVs priced between ₹20 lakh and ₹40 lakh (roughly $23,000–$46,000) and up to 28% (or even 40% under a new luxury category) for those above ₹46,000. The move, aimed at promoting equitable taxation and safeguarding revenues, could disproportionately impact imported high-end EVs like those from Tesla, BMW, Mercedes-Benz, and BYD, while offering limited impact on domestic makers like Tata.
New 52-week Highs
MRF 152870.00 (5.55%)
HBL Engineering 852.00 (1.54%)
Bosch 41285.00 (1.23%)
Eicher Motors 6350.00 (1.11%)
TVS Motor Company 3371.00 (0.44%)
NIFTY50 Adv-Dec 26 / 24
INDIA VIX 11.40 (0.97%)
Nifty PCR (02 SEP) 0.90
Bank Nifty PCR (30 SEP) 0.84
Nifty Midcap (0.27%, 56977.40)
Nifty SmallCap (0.53%, 17591.30)
Nifty IT (-0.01%, 35737.90)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Indian benchmark indices ended lower after a strong start as profit booking emerged in the second half. Sentiment was initially lifted by expectations from the upcoming GST Council meeting and stronger-than-expected Q1 GDP growth. However, traders also kept an eye on global trade developments after a US federal appeals court ruled that most of former President Trump's global tariffs are illegal. Sectorally, gains in FMCG, metals, PSU banks, and realty provided some cushion, while autos, pharma, and IT stocks dragged. Investors remain watchful of domestic policy signals and global trade developments.
NIFTY (24579.60) (-0.18%)
SENSEX (80157.88) (-0.26%)
BANKNIFTY (53661.00) (-0.63%)
Key Takeaways
Prime Minister Narendra Modi praised India’s 7.8 % GDP growth in Q1 FY 2025–26, achieved despite global “economic selfishness,” a veiled reference to U.S. trade protectionism. Addressing Semicon India 2025, he emphasized that widespread gains across manufacturing, services, agriculture, and construction reflect India’s strong economic resilience. Modi reaffirmed the nation’s steady progress toward becoming the world’s third-largest economy, underscoring both domestic momentum and international confidence in India’s growth story.
In August 2025, India's passenger vehicle (PV) wholesale volumes fell 7.3% year-on-year to around 330,000 units, as uncertainty over proposed GST reforms prompted automakers to scale back dispatches to dealers. Major players—Maruti Suzuki, Hyundai, Tata, and Mahindra—saw declines, while only Toyota posted growth. Manufacturers held back on larger, high-cess vehicles in favor of smaller models, as both industry and consumers awaited clarity on the new tax structure
Euro area inflation edged up to 2.1% in August 2025, slightly above July’s 2.0% and market forecasts. Unprocessed food prices rose 5.5%, while energy costs declined 1.9%, easing from July’s 2.4% drop. Services inflation moderated to 3.1%, and processed food, alcohol, and tobacco rose 2.6%. Non-energy industrial goods stayed at 0.8%. Core inflation held at 2.3%, its lowest since January 2022, signaling easing underlying price pressures.
On September 2, 2025, sugar stocks—including Rajshree Sugars and Balrampur Chini—surged as much as 14%, driven by two major policy moves. The Supreme Court dismissed a plea against the rollout of 20% ethanol-blended petrol (E20), removing a key legal hurdle. Simultaneously, the government lifted production caps on ethanol for 2025–26, significantly improving the outlook for ethanol demand and fueling bullish sentiment across the sugar sector.
An Indian tax panel has proposed steep GST hikes on luxury electric vehicles: raising the rate from 5% to 18% for EVs priced between ₹20 lakh and ₹40 lakh (roughly $23,000–$46,000) and up to 28% (or even 40% under a new luxury category) for those above ₹46,000. The move, aimed at promoting equitable taxation and safeguarding revenues, could disproportionately impact imported high-end EVs like those from Tesla, BMW, Mercedes-Benz, and BYD, while offering limited impact on domestic makers like Tata.
New 52-week Highs
MRF 152870.00 (5.55%)
HBL Engineering 852.00 (1.54%)
Bosch 41285.00 (1.23%)
Eicher Motors 6350.00 (1.11%)
TVS Motor Company 3371.00 (0.44%)
NIFTY50 Adv-Dec 26 / 24
INDIA VIX 11.40 (0.97%)
Nifty PCR (02 SEP) 0.90
Bank Nifty PCR (30 SEP) 0.84
Nifty Midcap (0.27%, 56977.40)
Nifty SmallCap (0.53%, 17591.30)
Nifty IT (-0.01%, 35737.90)
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Monday, 1 September 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Central banks now hold more gold than US Treasuries for the first time in 30 years
https://www.financialexpress.com/market/gold-pulse/central-banks-now-hold-more-gold-than-us-treasuries-for-the-first-time-in-30-years/3962153/
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
https://www.financialexpress.com/market/gold-pulse/central-banks-now-hold-more-gold-than-us-treasuries-for-the-first-time-in-30-years/3962153/
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Saturday, 30 August 2025
Tuesday, 26 August 2025
AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
"We expect deficit reduction to slow after FY26, with a fall to 4.2% of GDP in FY27 and 4.1% in FY28. Capex is likely to stay high and the current Pay Commission review will increase civil servant salaries amid more limited space for subsidy cuts and the potential for slightly revenue-negative GST reforms."
A shock could lead to slippage, but the CG has shown a preference to keep deficits contained, it added.
The rating agency expects the general government (GG) deficit to narrow to 7.3% of GDP in FY26 (2025 BBB median: 3.5%) and 7.0% by FY28 from a Fitch-estimated 7.8% in FY25. "We estimate the aggregate state deficit rose to 3.0% of GDP in FY25, but will stabilise at 2.9% starting FY26."
_Structural Fiscal Weaknesses_*
India's GG debt burden is elevated at a Fitch-estimated 80.9% of GDP in FY25, well above the 59.6% 'BBB' median. "We forecast a slight rise in debt to 81.5% in FY26, as nominal growth slips. We expect debt to follow only a modest downward trend to 78.5% by FY30, even as nominal growth recovers to 10.5%. If nominal growth persists at below 10%, debt reduction could become challenging. Medium-term fiscal policy will now be anchored by the CG's new objective of reducing CG debt to 50% (+/-1%) by FY31, from 56.1% in FY26, per budget estimates."
The government finances the high debt in its domestic market with limited foreign participation and a low share of foreign-currency debt in total debt at around 3% (BBB median: 30%), said Fitch.
"However, the interest/revenue ratio, at near 23.5%, remains elevated, well above the 9% 'BBB' median, constraining fiscal flexibility to pursue alternative spending objectives. We forecast a slight decline in this ratio to 22.7% by FY28 due to falling interest rates, but it is likely to remain a key weakness in India's credit profile for some time."
*_Strong External Finances_*
India's external finances remain a rating strength, underpinned by high FX reserves, a net external creditor position, and a low current account deficit (CAD).
Fitch forecasts a stable CAD at 0.7% of GDP in FY26 before rising gradually to a still modest 1.5% by FY28. FX reserves rose by USD59 billion to USD695 billion by 15 August 2025 from end-December 2024, around eight months of current external payment coverage.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
A shock could lead to slippage, but the CG has shown a preference to keep deficits contained, it added.
The rating agency expects the general government (GG) deficit to narrow to 7.3% of GDP in FY26 (2025 BBB median: 3.5%) and 7.0% by FY28 from a Fitch-estimated 7.8% in FY25. "We estimate the aggregate state deficit rose to 3.0% of GDP in FY25, but will stabilise at 2.9% starting FY26."
_Structural Fiscal Weaknesses_*
India's GG debt burden is elevated at a Fitch-estimated 80.9% of GDP in FY25, well above the 59.6% 'BBB' median. "We forecast a slight rise in debt to 81.5% in FY26, as nominal growth slips. We expect debt to follow only a modest downward trend to 78.5% by FY30, even as nominal growth recovers to 10.5%. If nominal growth persists at below 10%, debt reduction could become challenging. Medium-term fiscal policy will now be anchored by the CG's new objective of reducing CG debt to 50% (+/-1%) by FY31, from 56.1% in FY26, per budget estimates."
The government finances the high debt in its domestic market with limited foreign participation and a low share of foreign-currency debt in total debt at around 3% (BBB median: 30%), said Fitch.
"However, the interest/revenue ratio, at near 23.5%, remains elevated, well above the 9% 'BBB' median, constraining fiscal flexibility to pursue alternative spending objectives. We forecast a slight decline in this ratio to 22.7% by FY28 due to falling interest rates, but it is likely to remain a key weakness in India's credit profile for some time."
*_Strong External Finances_*
India's external finances remain a rating strength, underpinned by high FX reserves, a net external creditor position, and a low current account deficit (CAD).
Fitch forecasts a stable CAD at 0.7% of GDP in FY26 before rising gradually to a still modest 1.5% by FY28. FX reserves rose by USD59 billion to USD695 billion by 15 August 2025 from end-December 2024, around eight months of current external payment coverage.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
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