AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

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      
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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
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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
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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)
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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/
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https://thewire.in/economy/in-a-first-personal-income-tax-in-india-surpasses-corporate-taxes-report
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"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.
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*Fitch affirms India at 'BBB-' with stable outlook, says tariff impact on GDP will be 'modest'*

Fitch Ratings on Monday affirmed India's Long-Term Foreign-Currency Issuer Default Rating (IDR) at 'BBB-' with a Stable Outlook, saying that the country's ratings are supported by its robust growth and solid external finances.

India's economic outlook remains strong relative to peers, even as momentum has moderated in the past two years, said the rating agency. "We forecast GDP growth of 6.5% in the fiscal year ending March 2026 (FY26), unchanged from FY25, and well above the 'BBB' median of 2.5%."

Fitch said that domestic demand will remain solid, underpinned by the ongoing public capex drive and steady private consumption. However, private investment is likely to remain "moderate", particularly given heightened US tariff risks. The firm said that there has been a notable slowdown in nominal GDP growth, which it forecasts to expand 9.0% in FY26, from 9.8% in FY25 and 12.0% in FY24.

*_Tariff Risks_*
The agency said, that the direct impact on GDP will be modest as exports to the US account for 2% of GDP, but tariff uncertainty will dampen business sentiment and investment. The Trump administration is planning to impose a 50% headline tariff on India by 27 August, although Fitch believes this will eventually be negotiated lower.

Moreover, India's ability to benefit from supply chain shifts out of China would be reduced if US tariffs ultimately remain above that of Asian peers, it said. "Proposed goods and services tax (GST) reforms, if adopted, would support consumption, offsetting some of these growth risks."

Fitch said that low inflation will provide space for one more 25bp cut in 2025. Falling food prices and policy actions by the Reserve Bank of India (RBI) have kept inflation contained. Core inflation is stable around the 4% mid-point of the RBI's 2%-6% target band. Headline inflation fell to 1.6% in July, driven primarily by easing food prices. The RBI cut its policy repo rate 100bp to 5.5% between February and June 2025.

Credit growth slowed to 9.0% in May from 19.8% a year earlier due to high policy rates and tighter macroprudential measures on unsecured consumer credit.

However, we expect credit growth to pick up on the monetary easing, it added.

*_Medium-Term Outlook_*
Fitch estimates potential GDP growth of 6.4%, led by strong public capex, a private investment pick-up and favourable demographics. "We assume healthy corporate and bank balance sheets will spur an investment acceleration, but this may depend on better visibility over the domestic consumption outlook."

"The government's deregulation agenda and GST reforms should support incremental growth. Passage of other significant reforms, especially on land and labour laws, seems politically difficult. Still, some state governments are likely to advance such reforms. India has signed several bilateral trade agreements, but trade barriers remain relatively high."

*_Fiscal Credibility Improving_*
The agency said, strong revenue growth and reductions in subsidy spending drove consolidation even as capex spending rose steadily to 3.2% of GDP in FY24 from around 1.5% in FY19, which should help reduce infrastructure gaps and boost potential growth.

In recent years, the central government (CG) has bolstered fiscal transparency, enhanced spending quality, and demonstrated commitment to a path of steady, though gradual, fiscal consolidation by achieving or outperforming budget targets. The CG deficit fell to 4.8% of GDP in FY25 from 5.5% in FY24 and a peak of 9.2% in FY21.

*_Modest Deficit Reduction Forecast_*
Fitch has forecast the CG deficit to decline to 4.4% of GDP in FY26, meeting the FY22 budget objective of reaching a 4.5% deficit in FY26. Revenue may underperform as nominal GDP growth slows, but we think spending will be managed to reach the target, it said.
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India Daybook Stocks in News


*Signpost India:* Company announced a 9-year exclusive contract with Bangalore Metro Rail for advertising rights across 67 Namma Metro stations, with a revenue potential up to ₹700 crore. (Positive)

*ONGC:* Company begins Chhinnewala Tibba gas sales in RKOEA Q2 FY2025-26. (Positive)

*Protean eGov:* Company received a work order from UIDAI for establishing and running District Level Aadhaar Seva Kendra (ASK) services. The order is valued at approximately ₹1160 Crores (Positive)

*IRB Infrastructure:* Subsidiary has received a Provisional Completion Certificate for its Gandeva to Ena section of the Vadodara-Mumbai Expressway. (Positive)

*Shree Refrigerators:* Company received an Rs 106.6 crore defence order from Hindustan Shipyard. (Positive)

*Tasty Bite Eatables:* Company to launch new product range under retail brand “CHEFFIN” (Positive)

*Colgate:* Company Launches “Cavity-Proof” Campaign For Strong Teeth, Showcasing Advanced Arginine + Calcium Boost Technology and Reinforcing Mothers’ Confidence In 24-Hour Cavity Protection. (Positive)

*PCS Technology:* Company Suit by State Bank of India against Company and IDBI Dismissed. (Positive)

*Aditya Birla Capital:* Company announced that the Reserve Bank of India (RBI) approved the appointments of Ms. Vishakha Mulye as Managing Director & CEO for 5 years (Positive)

*SONA BLW Precision Forgings Ltd:* Company received certification for 3 products under India’s PLI-Auto Scheme. (Positive)

*Indusind Bank:* Bank Appoints Rajiv Anand as Managing Director & CEO Effective Aug 25, 25025. (Neutral)

*JSW Infrastructure:* Moody's Changes JSW Infrastructure's Outlook to Positive and Confirms BA1 Ratings. (Neutral)

*Apex Ecotech Ltd:* Company announced the appointment of Ms. Vishakha as Company Secretary and Compliance Officer, effective August 25, 2025. (Neutral)

*Elitecon International:* Company issued a corrigendum to its EGM notice dated August 06, 2025. (Neutral)

*Sheetal Cool Products:* Company announced the reappointment of Mr. Bhupatbhai Bhuva, Mr. Dineshbhai Bhuva, and Mr. Sanjaybhai Bhuva as Whole Time Directors for five years. (Neutral)

*NHPC:* Commercial Operation Of Balance Of Karnisar Solar Power Project To Be Commissioned By Sept 30. (Neutral)

*Nazara Tech:* Company Approves GBP 1.26 Million Loan to UK Subsidiary, Approves Rs 1 billion Inter-Se Loans to Nazara UK. (Neutral)

*Standard Industries Limited:* Company announced the sale of its entire 9.64% stake in Duville Estates Private Limited at Rs 212 per share. (Neutral)

*Tata Communications:* Company Issues Rs 7 billion Commercial Paper (Neutral)

*Canara Bank:* Bank announced that Fitch Group affirmed its Long-Term Issuer Rating at ‘IND AAA’ with a Stable outlook. (Neutral)

*RBL Bank:* Board meets on Aug. 29 to consider a proposal for raising funds via qualified institutional placement and to consider issuance of debt securities. (Neutral)

*Mazagon Dock:* Company clarifies that there has been no negotiations with the Defence Ministry since January 2025 for the Rs 70,000 crore project. (Neutral)

*One 97 Communication:* Company to make an investment of up to Rs 300 crore in arm Paytm Money and Rs 155 crore in arm Paytm services via rights issue. (Neutral)

*Tata Motors:* NCLT sanctioned a composite scheme of arrangement among the company, TML Commercial Vehicles Ltd., and Tata Motors Passenger Vehicles Ltd. (Neutral)

*Nazara Tech:* Company grants an unsecured loan of up to Rs 15 crore to arm Nazara Technologies UK. (Neutral)

*Textile/Jewelry/Auto:* US Notifies Additional 25% Tariff on India from 12:01 am August 27. (Neutral)

List of securities included in short-term ASM Stage 1: Aditya Infotech. (Neutral)

List of securities excluded from short-term ASM: HBL Engineering, KRBL, Tilaknagar Industries, Asian Hotels (Neutral)

*Bajaj Steel:* Ex-Date Today, Dividend Rs 1.0/Sh (Neutral)

*Emami Paper:* Ex-Date Today, Dividend Rs 1.6/Sh (Neutral)

*Garware Technical Fibres:* Ex-Date Today, Dividend Rs 1.5/Sh (Neutral)
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GIFT NIFTY +85 (24975) from last trade 24890

Nikkei +234 pts ,
Hangseng +268 pts ,



Dow +846.24 pts ,Nsdq +396.26 pts, S&P
+96.24 pts , Bovespa +3457 pts , Ftse +12 pts , Dax +69 pts , Cac +31 pts , Crude @ $63.75 brl (+0.09), Brent @ $67.81 brl (+0.08) , Gold @ 3412.90 (-5.60), Silver $38.875 (-0.17), Euro @ $1.1712, JPY @ $147.09 , INR @ 87.325




*Today's Corporate Action*
*25th Aug Ex Date*



KAMAHOLD
Interim Dividend - Rs. - 18.2500
KRETTOSYS
Bonus issue 2:25  
LLOYDSENT
Final Dividend - Rs. - 0.1000
NITINCAST
Final Dividend - Rs. - 3.0000
REPCOHOME
Interim Dividend - Rs. - 2.5000
RUPA
Final Dividend - Rs. - 3.0000
SPAL
Final Dividend - Rs. - 2.0000
TAMBOLIIN
Final Dividend - Rs. - 1.0000
TVSMOTOR
Scheme of Arrangement 
UDAICEMENT
Amalgamation   




*Today's Key Results/Board Meetings*
*25-Aug-25*



ADESHWAR
A.G.M.;General
ANVRDHI
A.G.M.;General;Increase in Authorised Capital
APL
A.G.M.  
BACPHAR
General  
BAMPSL
A.G.M.  
CONTCHM
A.G.M.;General
DAULAT
A.G.M.;General
DRA
General  
EASTINDIA
A.G.M.  
FEDFINA
General  
GETALONG
General  
GITARENEW
General  
KHYATI
General  
KRISHIVAL
A.G.M.;General
MBEL
Quarterly Results
MODMA
A.G.M.;General
NILACHAL
A.G.M.;General
NMSRESRC
Preferential Issue of shares;Issue Of Warrants;A.G.M.;General;Increase in Authorised Capital
PESB
A.G.M.;General
PODDARHOUS
General  
PREMSYN
General  
RRSECUR
General  
SHGANEL
General  
SUNDARAM
General  
TERRAFORM
A.G.M.;General
TERRAREAL
A.G.M.;General
VALECHAENG
Audited Results
VVIPIL
A.G.M.;General;Increase in Authorised Capital
WORL
Quarterly Results
ZARCOLEA
A.G.M.        


 
*Stock under F&O ban on NSE*
*25-Aug-25*





1 PGEL

2 RBLBANK

3 TITAGARH
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*News Headlines from Business News Agencies:*

*Business Standard*

India-focused funds log steepest outflows in 2025, $1.8 bn in past 4 weeks
Govt decision to rationalise GST is positive: L&T's S N Subrahmanyan
Establish a 2-tier fiscal council to institutionalise fiscal oversight: CII
Coca-Cola considers sale of Costa Coffee in strategic business review
India's lubricant majors bet on EVs, digital infra to fuel future growth
Indian advertising sector may see short-term dip post real money gaming ban
BharatPe to double down on online payments after RBI licence approval
Sebi nod for LIC's as IDBI Bank's public shareholder post divestment
SFBs' Q1 net profit slumps 76% to ₹309 crore as credit costs rise
Data centre industry entering phase of unprecedented growth: Nxtra CEO

*Economic Times*

Mahindra scouts for land parcel for new plant; looks to bolster service network
BPCL outperforms rival PSUs in Q1, records industry-best per-pump sales
Permit to Starlink bars copying, decryption of Indian data overseas: MoS Telecom
NCLAT sets aside plea against Nuvoco Vistas bid for Vadraj Cement
BMW Industries invests Rs 803 cr to boost high-end steel product offerings for auto, infra sectors, says MD Bansal
Reliance Infra, Reliance Power say no impact of CBI action on Anil Ambani
Japan's SMBC gets RBI approval to buy up to 24.99% of Yes Bank
South Indian Bank launches product offering loans of up to 90% of gold value
Peak power demand unlikely to touch projected 277 GW level on intermittent rains: CEA Chairman
Global PE firms tighten grip on India’s $80-billion hospital sector

*Mint*

Govt sets sail ₹70,000 cr mega financial package for shipping
Radisson eyes 500 hotels in India by 2030: EVP González
Azure Power halts search for JV partner in Rajasthan solar power project
Govt says CIBIL score not mandatory for first-time borrowers
Tyre industry likely to see 7-8 pc growth this fiscal
Snowflake doubling down on investments in India; sees headroom to expand: MD
Indias 28-listed realty firms sell properties worth ₹53k cr in Apr-Jun; Prestige Group leads
Indias 28-listed realty firms sell properties worth ₹53k cr in Apr-Jun; Prestige Group leads
Centre to launch pilot project to revive diversified fish farming in Kerala
Paradeep Phosphates eyes 10-fold jump in nano-fertiliser output to cut import dependence
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Sebi proposes regulation of grey market for unlisted companies to enhance price discovery and tax revenue
https://m.economictimes.com/markets/ipos/fpos/sebi-proposes-regulation-of-grey-market-for-unlisted-companies-to-enhance-price-discovery-and-tax-revenue/articleshow/123442039.cms
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Tata Capital to launch $2 bn IPO ahead of Sept 30 RBI deadline: Report
https://m.economictimes.com/markets/ipos/fpos/tata-capital-to-launch-2-bn-ipo-ahead-of-sept-30-rbi-deadline-report/articleshow/123428774.cms
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JioFinance’s Rs 24 tax filing model creates storm in CA community
https://cfo.economictimes.indiatimes.com/news/tax-legal-accounting/jiofinances-rs-24-tax-filing-a-digital-disruption-with-accuracy-data-privacy-risks/123402601
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Pre Market Updates

@AlliesFin

GIFT NIFTY -20 (25090) from last trade 25110

Nikkei +11 pts ,
Hangseng +100 pts ,


Dow -152.81 pts ,Nsdq -72.54 pts, S&P
-25.61 pts , Bovespa -155 pts , Ftse +21 pts , Dax +16 pts , Cac -34 pts , Crude @ $63.52 brl (+0.00), Brent @ $67.63 brl (-0.04) , Gold @ 3381.50 (-0.10), Silver $38.06 (-0.01), Euro @ $1.1613, JPY @ $148.44 , INR @ 87.265

US GOVT. 10-YR YIELD : 4.32%

*Today's Corporate Action , 22, Aug Ex Date :*

ABMKNO
Final Dividend - Rs. - 1.2500
AGI
Final Dividend - Rs. - 7.0000
AKCAPIT
Final Dividend - Rs. - 14.0000
APLAPOLLO
Final Dividend - Rs. - 5.7500
ASMTEC
Interim Dividend - Rs. - 1.0000
BANARISUG
Final Dividend - Rs. - 12.5000
BELRISE
Final Dividend - Rs. - 0.5500
BEMHY
Stock  Split From Rs.10/- to Rs.1/-
BEMHY
Bonus issue 1:1  
BHATIA
Interim Dividend - Rs. - 0.0100
DAPS
Final Dividend - Rs. - 0.2000
DEEPINDS
Final Dividend - Rs. - 3.0500
DEL
Final Dividend - Rs. - 0.1000
DMCC
Final Dividend - Rs. - 2.5000
DSSL
Interim Dividend - Rs. - 0.5000
DYNAMIND
Final Dividend - Rs. - 1.0000
ECLERX
Final Dividend - Rs. - 1.0000
FEDERALBNK
Final Dividend - Rs. - 1.2000
GAEL
Final Dividend - Rs. - 0.2500
GODFRYPHLP
Final Dividend - Rs. - 60.0000
GVTD
Final Dividend - Rs. - 5.0000
HMAAGRO
Final Dividend - Rs. - 0.3000
IBINFO
Final Dividend - Rs. - 1.0000
INDIGOPNTS
Final Dividend - Rs. - 3.5000
IRCTC
Final Dividend - Rs. - 1.0000
ISTRNETWK
Interim Dividend  
JGTL
Final Dividend - Rs. - 2.5000
JINDALSTEL
Final Dividend - Rs. - 2.0000
JSL
Final Dividend - Rs. - 2.0000
KALAMANDIR
Final Dividend - Rs. - 1.0000
KFINTECH
Final Dividend - Rs. - 7.5000
KUANTUM
Final Dividend - Rs. - 3.0000
LICHSGFIN
Final Dividend - Rs. - 10.0000
LODHA
Final Dividend - Rs. - 4.2500
MALLCOM
Final Dividend - Rs. - 3.0000
MAYURUNIQ
Final Dividend - Rs. - 5.0000
MEDANTA
Final Dividend - Rs. - 0.5000
NDLVENTURE
Final Dividend - Rs. - 0.5000
NETWEB
Final Dividend - Rs. - 2.5000
NHL
Final Dividend - Rs. - 1.5000
NICCOPAR
Interim Dividend - Rs. - 1.0000
OMAXAUTO
Final Dividend - Rs. - 2.5000
PARADEEP
Final Dividend - Rs. - 1.0000
PGHL
Final Dividend - Rs. - 45.0000
RAJESH
Final Dividend - Rs. - 1.0000
RAJPALAYAM
Dividend - Rs. - 0.5000
SANDESH
Final Dividend - Rs. - 2.5000
SARDAEN
Final Dividend - Rs. - 1.5000
SHREDIGCEM
Dividend - Rs. - 1.5000
SPORTKING
Final Dividend - Rs. - 1.0000
UNIDT
Interim Dividend - Rs. - 0.6000
UPSURGE
Interim Dividend - Rs. - 0.5000
VELJAN
Final Dividend - Rs. - 8.5000
WEPSOLN
Final Dividend - Rs. - 0.5000


*Today's Key Results/Board Meetings, 22-Aug-25 :*

BIZOTIC
Issue Of Warrants      
CHEMOPH
General        
EIGHTY
General        
GATECH
Increase in Authorised Capital;A.G.M.;General
GATECHDVR
Increase in Authorised Capital;A.G.M.;General
RAJSPTR
A.G.M.        
SSL
General        
STEP2COR
A.G.M.;General      
UNISON
Stock  Split;General      
WELCURE
Bonus issue;Stock  Split    
     

*SEC. IN F&O BAN FOR, 22.08.2025:*

*1. PGEL 2. RBLBANK*

*ADDITION : NIL*
*DELETION : TITAGARH*


*Today's Alert :*

*RBI to Conduct Auction of GOI BONDS for INR 360 BILLION*
 
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

https://m.economictimes.com/markets/stocks/news/sebi-plans-to-raise-tenure-maturity-for-equity-derivatives-tuhin-kanta-pandey/articleshow/123425421.cms
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

India Daybook + Stocks in News


*Jupiter Wagons:* Company gets Letter of Intent worth Rs 215 cr for supply of 5376 wheelsets for Vande Bharat Train (Positive)

*Sula Vineyards:* Company eyes entry into premium spirits market via acquisition: Sources. (Positive)

*BRGIL:* Company has received a work order from the NHAI with value of Rs 47.83 crore. (Positive)

*Dynacons Systems:* Company has secured additional orders totaling ₹51.28 crore. (Positive)

*RACL Geartech:* Company Secures long-term supply order for Transmission Gears from Leading Indian Premium Motorcycle Manufacturer (Positive)

*Ashiana Housing:* New projects launched: Ashiana Tarang Phase 6 (Bhiwadi) & Ashiana Aravali (Jaipur)
(Positive)

*Prostarm Info Systems:* Company Wins Major 150 MW Battery Storage Project in Karnataka (Positive)

*Man Infra:* Promoter group bought 4.61 lakh shares (Positive)

*Insurance stocks:* GST exemption on insurance premiums has been proposed for individuals (Positive)

*Super Iron Foundry:* Company’s Subsidiary SIF Saudi Arabia Company Limited signed a 10-year lease for a 9,141 sqm plot in Dammam 3rd Industrial City. (Positive)

*Supertech EV:* Company announced the opening of a new manufacturing facility in Harappanhali, Vijayanagar, Karnataka, spanning 7875 sq ft. (Positive)

*Shaily Eng:* The growth fund America bought 5 lakh shares at Rs 1925.0 per share (Positive)

*Panorama Studios:* Company has signed an agreement with MUGAFI Private Limited for perpetual assignment of 50% intellectual property rights of the Marathi film "Swari Agra". (Positive)

*Mindspace REIT:* Raises Rs 550 cr from IFC via issue of sustainability bonds (Positive)

*CAMS:* Company Secures RBI Nod to Transfer Payment Aggregator Business to Wholly-Owned Subsidiary Camspay; Certificate Of Authorisation to Be Surrendered Post-Transfer. (Positive)

*RailTel:* Company has received a ₹15.42 Cr work order from the Higher Education Department, Govt. of Odisha (Positive)

*Ujaas Energy:* Board to meet on Aug 26 to consider bonus issue (Positive)

*Hitachi Energy:* Board approved the appointment of Ismo Antero Haka as the Chairman of the Board and of the Company in place of Achim Michael Braun (Positive)

*Shanti Gold:* Net Profit Rs. 24.7 cr vs Rs. 8.9 cr, Revenue Rs. 292 cr vs Rs. 240 or (YoY). (Positive)

*Exide Industries:* Company has invested ₹100 Cr in Exide Energy Solutions Limited (EESL), its wholly-owned subsidiary, via a rights issue. (Neutral)

*Indian Wood:* Company reported a fire incident at its Finished Goods Godown in Bareilly. (Neutral)

*Ultra Tech Cement:* Company board approves selling up to 6.49% stake in India Cements via OFS (Neutral)

*Shree Cements Ltd:* Company Received a rectification order from the Income Tax Dept. for FY22, reducing the tax demand to Rs 221.72 Cr from Rs 588.65 Cr. (Neutral)

*AGI Greenpac Ltd:* Company received a demand notice of Rs 40.61 Cr from TGSPDCL for surplus power taken from APGPCL between 2002-2022. (Neutral)

*Bombay Dyeing:* Company announced that it received an order on August 18, 2025, from the Maharashtra State Tax Tribunal, annulling a demand of Rs 3.91 Cr for FY 2017-18 (April 2017 to June 2017) (Neutral)

*ZEEL:* ABFL Files Petition in Delhi High Court Challenging Award, Tribunal Had Rejected All Claims of ABFL against Company (Neutral)

*SBFC Finance:* Company Allots Rs 200 Crore Redeemable Senior Secured NCDS on Private Placement. (Neutral)

*Mauria Udyog:* Company announced the resignation of Mr. Deepak Arya, the Chief Financial Officer and Key Managerial Personnel (Neutral)

*Poly Medicure:* Company’s Rs 33.15 Crore Resolution Plan for Himalayan Mineral Waters Approved by NCLT. (Neutral)

*PTC India Financial Services:* Company Completes Rs 115.6 Crore Debt Resolution of Vento Power Infra via Management Transfer to EIE Renewables. (Neutral)

*IRFC:* Company sanctioned and executed agreements for a fresh term loan facility of Rs 199.70 crore with Surat Integrated Transportation Development (Neutral)

*Thermax:* Company has finalized the acquisition of a 23.03% shareholding in.
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

Pre Market Updates

GIFT NIFTY Flat

Nikkei -275 pts ,
Hangseng +50 pts ,


Dow +16.04 pts ,Nsdq -142.09 pts, S&P
-15.59 pts , Bovespa +234 pts , Ftse +98 pts , Dax -146 pts , Cac -6 pts , Crude @ $63.21 brl (+0.00), Brent @ $66.98 brl (+0.14) , Gold @ 3385.80 (-2.70), Silver $37.855 (+0.08), Euro @ $1.1641, JPY @ $147.39 , INR @ 86.995


US GOVT. 10-YR YIELD : 4.30%


*Today's Corporate Action, 21 Aug Ex Date :*


AMJLAND
Dividend - Rs. - 0.2000
BHANDARI
Final Dividend - Rs. - 0.0200
BSL
Final Dividend - Rs. - 0.8000
COALINDIA
Final Dividend - Rs. - 5.1500
DEVIT
Stock  Split From Rs.5/- to Rs.2/-
HAL
Final Dividend - Rs. - 15.0000
HONDAPOWER
Interim Dividend - Rs. - 100.0000
KAKATCEM
Final Dividend - Rs. - 3.0000
MANORAMA
Final Dividend - Rs. - 0.6000
PDMJEPAPER
Dividend - Rs. - 0.6000
RELAXO
Final Dividend - Rs. - 3.0000
RVNL
Final Dividend - Rs. - 1.7200
STYRENIX
Interim Dividend - Rs. - 31.0000
THOMASCOOK
Final Dividend - Rs. - 0.4500


*Today's Key Results/Board Meetings, 21-Aug-25 :*


AJWAFUN
General        
AMBOAGRI
General        
ARIGATO
Quarterly Results      
ASHAI
General        
ELEFLOR
Quarterly Results      
ESARIND
Quarterly Results      
GAMCO
General        
GSBFIN
General        
LOOKS
Increase in Authorised Capital;Issue Of Warrants;General
PTIL
Quarterly Results    
     

*SEC. IN F&O BAN FOR, 21.08.2025:*

*1. PGEL 2. RBLBANK 3. TITAGARH*

*ADDITION : PGEL*
*DELETION : NIL*
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

Hydrogen Fuel story ended before it even started?

https://www.theenergymix.com/hydrogen-falls-short-as-a-practical-cost-effective-fuel/
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

*News Headlines from Business News Agencies:*

*Business Standard*

Icra pegs Q1 GDP growth rate at 6.7% on higher govt capex, exports
India gets relief as China moves to lift curbs on rare earths, fertilisers
NARCL places Rs 631-cr anchor bid for BGR Energy stressed debt auction
Online monitoring mandatory for waste-to-energy plants and landfills: CPCB
Schmitz Cargobull acquires 27.5% stake in India's SZIT for cold chain
Kilburn Engineering signs pact with Komline-Sanderson for global projects
Tyre makers expect H2 FY26 rebound on festive demand, rural recovery
Govt panel starts drafting rules for refurbished medical device imports
Sarda Energy wins bid for Senduri coal mine
Fusion Finance eyes Rs 200 cr recovery from stressed assets in 12 months
India curbs solar output to stabilise power grid amid low demand: Ministry
Russian crude imports into India stable, Sept cargoes seen down 45%

*Economic Times*

Indian Oil signs MoU with Air India for supply of sustainable aviation fuel
Hindustan Zinc to expand into uranium mining if government allows, CEO says
India needs to grow by 8% amid geopolitical uncertainties, says finance ministry
South African iron ore mine faces closure as ArcelorMittal crisis weighs
Experion Developers earns WELL precertification for 3 landmark residential projects
UK's Compass plans to boost India headcount as GCCs drive growth
Govt disburses Rs 21,689 crore under 12 PLI schemes till July 31
India’s InvIT market to surge 3.5x to USD 258 billion by 2030: Knight Frank study
Coal India inks pact with Konkan Railway Corp Ltd to develop rail infra
Waaree Energies says it is reviewing Enel Green Power acquisition
Housing.com parent firm REA India clocks 25% revenue growth to Rs 711 cr last fiscal

*Mint*

Govt approves ₹1,500 cr Kota-Bundi airport, ₹8,000 cr six-lane roads in Odisha
India moves to shield steelmakers with duty on Vietnamese imports
Vi strikes AI deal with IBM to modernise IT systems, improve service reliability
Suzlon Group pledges 100 pc renewable energy usage at all units by 2030
GST reforms: Cost of small cars can drop 8%, big cars by 3-5%, finds report
Blackstone, Serentica, Adani, JSW circle Norwegian Statkraft’s India assets
Goldman Sachs opens bigger office in Mumbai to scale up India operations
Temasek-backed Haldiram plans southward push
China's curbs on rare earth magnets hits Indian EV manufacturers, says govt
Intel’s CEO Draws Support for Revival from SoftBank, Trump
E-commerce, tech startups to lead fresher hiring in India for Jul-Dec: Report
By: via AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin