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

*News Headlines from Business News Agencies :*

*Business Standard :*

Green hydrogen cost in India to fall to $2 per kg by 2032: Mission director

Mount Everest Breweries acquires Cheers Breweries in ₹300 crore deal

Cabinet okays Hudco loan of ₹2,000 cr for projects in Sambhajinagar, Nagpur

Brigade Group inks pact for Rs 2,500 cr residential project in Bengaluru

Realty India's #1 investment at 63%, premium home demand doubles post Covid

India tests alternate EV motors as China tightens rare earth exports

TCS & CEA of France sign agreement to collaborate in Physical AI research

Steel demand weak till September, rebound from October: Naveen Jindal

Global trade tensions a threat for domestic ferro alloys sector: IFAPA

Household quarterly spending rises 33% to ₹56,000 in 2025: Report

Sebi refuses more data to US trading firm Jane Street as probe deepens

Govt plans relief package as US tariffs hit Indian steel, aluminium sectors


*Economic Times :*

Tata Power, Tata Passenger Electric Mobility unveil mega EV charging hub

India, EU push to close gaps in trade talks as year-end deadline looms

CoinDCX CHRO Mudita Chauhan and CISO Sridhar G step down

Dharan Infra-EPC secures new contracts worth Rs 262 crore

JLR slashes Defender, Range Rover and Discovery prices by up to ₹30.4 lakh after GST rate cut

Waaree Renewable gets Rs 1,252 cr order for solar project

Engaged with Govt on reducing input cost for making steel, says Indian Steel Association Secy General

DP World Mundra handles record 142,273 TEUs in August

Maersk CEO warns of downside risk to oil prices amid OPEC+ output rise

Life insurance companies dismiss GST exemption concerns, see limited impact on input tax credit: Report

Dish TV begins phasing out set-top box subsidies amid diversification push


*Mint :*

Indians lead in digital health adoption with 70% using tech tools: BCG

India aims to finalize Peru, Chile, Mexico FTAs to counter US tariffs

SBI bonds worth $500 million list on NSE-IX at GIFT City

Indias Fitness industry to more than double by 2030, reaching ₹37,700 Cr with 15% CAGR: Report

GST reforms were long overdue, there were too many rates, says Jamshyd Godrej

Sebi notifies easier delisting rules for PSUs with 90% govt holding

Need proactive outreach, handholding of trade for seamless transition to new GST rates: CBIC chief

Jio Financial Services executes joint venture agreement with Allianz

Semiconductor equipment billings in Taiwan to double this year: SEMI

IFC Seeks $300 Million to Fund Electricity Mini-Grids in Africa
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*GIFT NIFTY +14 (24975) from last trade 24961*

*Nikkei +135 pts ,*
*Hangseng +104 pts ,*


Dow +196.39 pts ,Nsdq +80.79 pts, S&P +17.46 pts , Bovespa -173 pts , Ftse +21 pts , Dax -88 pts , Cac +14 pts , Crude @ $62.99 brl (+0.36) Brent @ $66.74 brl (+0.35) , Gold @ 3666.60 (-15.10), Silver @ $41.26 (-0.08), Euro @ $1.1699, JPY @ $147.41, INR @ 88.245




*Today's Corporate Action*
*10 Sep Ex Date*



ASTRAMICRO
Final Dividend - Rs. - 2.2000
CAMPUS
Final Dividend - Rs. - 0.3000
FORCEMOT
Dividend - Rs. - 40.0000
GSPL
Final Dividend - Rs. - 5.0000
INDOBELL
Final Dividend - Rs. - 2.0000
KITEX
Final Dividend - Rs. - 0.5000
MUFTI
Final Dividend - Rs. - 3.0000
PNBGILTS
Final Dividend - Rs. - 1.0000
SANDUMA
Final Dividend - Rs. - 1.2500
SIGMA
Final Dividend - Rs. - 0.5000



*Today's Board Meetings*
*10-Sep-25*


ALFATRAN
Increase in Authorised Capital  
CHECKPOINT
Preferential Issue of shares;Issue Of Warrants
HEALTHYLIFE
General    
LEEL
General    
PICCADIL
Preferential Issue of shares  
RACE
Scheme of Arrangement  
WARDINMOBI
General;Right Issue of Equity Shares
 



*Stock under F&O ban on NSE*
*10-Sep-25*



1 RBLBANK
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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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