Published on: August 29, 2025
A diverse mix of blue-chip and sector-leading stocks are set to draw investor attention today, driven by influential corporate developments and strategic moves. Reliance Industries will headline market discussions during its 48th Annual General Meeting, with Chairman Mukesh Ambani expected to share updates on digital, retail, new energy, and oil & gas verticals, alongside possible value-unlocking initiatives.
ICICI Bank announced the early retirement of Subir Saha as Group Chief Compliance Officer, effective August 28, with Anish Madhavan promoted to the role starting August 29. Muthoot Finance has strengthened its subsidiary Muthoot Money with a ₹499.99 crore capital infusion, aimed at improving capital adequacy and funding growth and debt repayment.
NTPC approved a phased transfer of its coal mining business to NTPC Mining Ltd., with transaction payments totaling ₹10,503.27 crore after generating ₹7,735.54 crore in FY25 revenue. CG Power’s semiconductor arm launched its first OSAT facility in Gujarat and plans to invest ₹7,600 crore to expand manufacturing capabilities.
Other notable moves include Hexaware Technologies partnering with Replit to transform enterprise software development, Jio Financial Services reporting NBFC loan book growth from ₹217 crore to ₹11,665 crore in a year, and Shilpa Medicare forming a Saudi joint venture through its UAE subsidiary, with PPI holding majority ownership. These developments position the companies as top picks for investors in today’s trading.
Published on: August 29, 2025
Sumitomo Mitsui Banking Corporation (SMBC) is set to strengthen Yes Bank’s financial position by investing Rs 16,000 crore (USD 1.83 billion) through a blend of equity and debt funding, according to recent media reports. This infusion will include Rs 7,500 crore via foreign currency convertible bonds (FCCBs) and Rs 8,500 crore through yen-denominated bonds priced below 2 per cent, ensuring long-term, low-cost capital for the private lender.
In parallel, SMBC has already committed Rs 13,500 crore to acquire a 20 per cent stake in Yes Bank from existing shareholders, such as State Bank of India and a consortium of private banks, facilitating their exit from the bank. Last week, Yes Bank confirmed it received the Reserve Bank of India’s approval for SMBC to acquire up to 24.99 per cent of its shares.
The Japanese bank plans to purchase 13.19 per cent from SBI and 6.81 per cent from seven other major banks including ICICI, HDFC, Axis, Kotak Mahindra, Federal Bank, Bandhan Bank, and IDFC First Bank. Following these developments, Yes Bank’s shares surged nearly 4 per cent in early Thursday trading, reaching Rs 19.41, and the stock has seen a 16 per cent rise over the past six months.
Published on: August 29, 2025
Indian stock markets ended a turbulent week with the Nifty 50 and Sensex falling 2% and 2.2% respectively, as investor sentiment turned negative amid US tariff anxieties and key updates from Reliance Industries’ annual general meeting. On Friday, the Nifty dipped 74 points (0.30%) to close at 24,427, while the Sensex lost 270 points (0.34%) to end at 79,810, with late-session selling pressure accelerating after Chairman Mukesh Ambani confirmed a Reliance Jio IPO is in the works.
Broader market weakness extended to mid- and small-cap indices, with the BSE Midcap down 0.41% and BSE Smallcap down 0.29% for the session. Major sectoral drags included banks, realty, and IT, while FMCG stocks outperformed, led by expectations around GST rate cuts and resilient consumer demand. Mahindra & Mahindra, Reliance Industries, and Infosys were prominent losers, while ITC led the gainers’ pack.
Market breadth favored decliners, and volatility was heightened by the imposition of steep new US tariffs on Indian exports, prompting additional caution on the rupee and potential impacts on India’s export competitiveness and growth outlook.
Published on: August 29, 2025
Shares of CG Power and Industrial Solutions Ltd. climbed over 3.4% in early trade, buoyed by the inauguration of its subsidiary CG Semi Private Ltd.’s outsourced semiconductor assembly and test (OSAT) facility in Sanand, Gujarat. This milestone signifies a major step forward in India’s semiconductor ambitions, with a Rs 7,600 crore investment—backed by Renesas Electronics of Japan and Stars Microelectronics from Thailand—set to establish two advanced plants, G1 and G2, by the end of 2026.
The newly opened G1 can handle 0.5 million chip units daily, while the upcoming G2 will eventually push total capacity to 14.5 million units per day. Despite paring initial gains, CG Power’s scrip traded at Rs 670.10—up 0.92%, against a flat Nifty 50—with trading volume surging to 12 times its 30-day average and a relative strength index of 49.
Over the past year, the stock has declined 4.38%, but investor confidence remains strong: nine of twelve analysts rate the stock a ‘buy,’ and the average 12-month price target sees a potential 10.3% upside from current levels, per Bloomberg data.
Published on: August 28, 2025
Indian equity markets closed sharply lower on Thursday, August 28, as investor sentiment soured following the imposition of steep 50% US tariffs on Indian exports. The BSE Sensex plunged 706 points to close at 80,080, while the NSE Nifty50 slipped 211 points to settle at 24,501. Broader markets also came under pressure, with the Nifty Midcap 100 and Smallcap 100 falling 1.27% and 1.45%, respectively.
Sector-wise, all indices ended in the red except consumer durables, which gained 0.30%. IT, telecom, and realty were the worst hit, each declining over 1%.
Heavyweights like Shriram Finance, HCL Tech, Infosys, Tata Consumer, and Sun Pharma were the top laggards on the Nifty, while Hero MotoCorp, Adani Enterprises, Asian Paints, Adani Ports, and Titan managed to buck the downtrend. Market volatility remained contained, though India VIX edged higher, signaling cautious sentiment ahead.
Published on: August 28, 2025
Domestic equity benchmarks opened on a weak note Thursday after the US imposed fresh tariffs, dampening investor sentiment. The BSE Sensex fell 486 points to 80,300, while the NSE Nifty50 declined 136 points to 24,576 in early trade. HDFC Bank led Sensex losers, slipping 1.44% to ₹959, followed by HCL Tech, ICICI Bank, Power Grid and Infosys. Export-oriented sectors came under selling pressure as additional US duties of up to 50% became effective from August 27.
On the upside, Rail Vikas Nigam gained 1.13% after announcing a joint venture with Texmaco Rail, while Tata Steel dipped slightly despite fresh investment in its Singapore arm. Analysts noted that while tariffs may weigh on sentiment in the short term, strong domestic institutional inflows are likely to cushion the market.
Published on: August 28, 2025
Indian equity benchmarks extended losses for the second day on Thursday as fresh US tariffs roiled investor sentiment. The BSE Sensex slumped nearly 700 points, while the Nifty 50 breached 24,600 in early trade before settling just above the 24,500 support level. Banking majors HDFC Bank and ICICI Bank, along with IT heavyweights Infosys, TCS, and HCLTech, were the biggest drags, making Nifty IT the worst-performing sector.
Broader markets underperformed benchmarks, with the Nifty Midcap 150 and Smallcap 250 losing over 1% each, weighed down by Poonawalla Fincorp, Aditya Birla Corp, Olectra Greentech, and CESC. All sectoral indices ended in the red, including Nifty PSU Bank, which fell for a sixth straight session.
On the currency front, the rupee firmed up slightly, closing 5 paise higher at 87.63 per dollar. Meanwhile, Indian steelmakers gained optimism from safeguard duty extension and China’s capacity curbs, and Shakti Pumps reported its 10,000-unit solar pump tranche fully booked by farmers.
Published on: August 26, 2025
Godrej Properties announced sales of over ₹1,000 crore at the launch of its latest Hyderabad project, Godrej Regal Pavilion, located in Rajendra Nagar. The company sold more than 683 homes covering 1.20 million sq. ft., underscoring robust demand and strong customer confidence in the local housing market. This marks its second Hyderabad project in 2025 to surpass the ₹1,000 crore milestone at launch.
Spread across 4.14 million sq. ft., Regal Pavilion has an estimated revenue potential of around ₹3,600 crore, further strengthening Godrej Properties’ presence in South India. The project benefits from Rajendra Nagar’s fast-developing infrastructure, connectivity to the Outer Ring Road, and proximity to the airport, making it a high-growth residential hub.
MD & CEO Gaurav Pandey said the success reflects the “rising preference for trusted, branded residences” and Hyderabad’s strong growth story, while reaffirming the company’s focus on building sustainable and thoughtfully designed communities. Shares of Godrej Properties had closed flat at ₹2,052.45 on Friday ahead of the announcement.
Published on: August 26, 2025
Shares of Vodafone Idea fell over 9% on August 26 in early trading after the Telecom Ministry dismissed the possibility of additional relief measures for the debt-ridden operator. The sell-off extended to Indus Towers, which slipped 3.5%.
Minister of State for Communications Pemmasani Chandra Sekhar clarified that no fresh proposals—such as a moratorium on AGR dues, interest waivers, or relaxed repayment—have reached the Prime Minister’s Office, stressing that any further support would be a Union Cabinet decision.
Vi, which owes ₹17,213 crore in AGR principal dues, has sought waiver of interest and penalties, while simultaneously engaging banks for funding. CEO Akshaya Moondra noted that the company’s focus remains on business investments despite past support measures, urging the government to provide clarity ahead of the March deadline so lenders can firm up funding plans.
Published on: August 26, 2025
Reliance Industries will hold its 48th Annual General Meeting (AGM) on August 29, with investor expectations centered on Mukesh Ambani’s outlook for crude sourcing, digital growth, and new energy. In recent years, RIL shares have faced pressure after AGMs failed to deliver market-moving announcements, tempering expectations this time and leaving room for a positive surprise.
Ambani is expected to address crude sourcing diversification, especially as India faces higher U.S. tariffs on Russian crude imports. Updates on the group’s growth roadmap—doubling overall business by 2030, and Jio and Retail in the next 3–4 years—are also anticipated. Recent tariff hikes by Jio and Airtel could improve industry ARPU, and Ambani may unveil new Jio tariff plans around Diwali alongside strategies for expanding JioFiber, AirFiber, satellite telecom, and AI platform JioBrain.
Reliance has demerged its FMCG unit from the Retail arm, leaving three monetisable businesses—Jio, Retail, and FMCG. The Street is keenly awaiting clarity on IPO or demerger timelines, particularly for Jio. The new energy segment is also likely to feature prominently, with updates on project timelines, commercialisation, and cost reductions of up to 25% through green energy initiatives.
With strategic announcements traditionally made at AGMs, investors will be watching closely for incremental updates on IPO timelines, O2C division capex, and earnings visibility.
Published on: August 26, 2025
Several companies announced notable developments after market hours on Friday, setting the tone for stock-specific action at the start of the week.
• Reliance Infra & Reliance Power: Clarified Bank of India’s action on Reliance Communications has no impact on their operations.
• IDBI Bank: SEBI approved the reclassification of LIC as a public shareholder subject to LIC reducing its stake to 15% within two years and not exercising control or board rights.
• Ceat Ltd.: Subsidiary CEAT OHT Lanka signed a $171 million investment agreement with Sri Lanka’s Board of Investment, marking one of the largest Indian manufacturing investments there.
• Yes Bank: RBI approved Sumitomo Mitsui Banking Corporation (SMBC) to acquire up to 24.99% stake within a year, clarifying SMBC will not be classified as a “promoter.”
• Coal India: Signed an agreement with the Madhya Pradesh government for cooperation on critical minerals.
• Bajaj Auto: Resumed supplies of its electric scooter Chetak across dealerships after resolving rare earth magnet shortages.
• Mahanagar Gas: Announced cessation of Sanjay Shende as Deputy Managing Director.
• JSW Steel: Received a demand notice of ₹1,472.69 crore from the Odisha government after halting operations at its Jajang Iron Ore Block in December 2024.
• Borosil Renewables: Subsidiary GMB Glasmanufaktur Brandenburg filed for insolvency, delaying consolidation and financial result submissions.
• Imagicaaworld Entertainment: Approved acquisition of 100% equity stake in Malpani Parks Ahmedabad to strengthen its portfolio.
These corporate actions and regulatory updates are expected to keep stocks like Ceat, Mahanagar Gas, JSW Steel, Bajaj Auto, and Imagicaaworld Entertainment in active focus on Monday.
Published on: August 26, 2025
HDFC Bank shares declined 1.30% to ₹969.30 on Tuesday as the stock adjusted for its maiden 1:1 bonus issue, effective August 26. The stock opened at ₹979.50, sharply lower than Monday’s close of ₹1,964.10, reflecting the automatic adjustment from the bonus allotment that doubles shareholding while proportionally reducing the per-share price.
This marks the lender’s first bonus in over three decades, following past stock splits in 2011 and 2019. Trading volumes remained strong with 27.78 lakh shares worth ₹270.27 crore changing hands, as the stock moved between ₹968.00 and ₹985.70. The bank’s market capitalization now stands at ₹14.88 lakh crore, with the record date for bonus eligibility set as August 27.
Published on: August 25, 2025
Indian equity markets opened on a positive note Monday, tracking global cues after US Fed Chair Jerome Powell signaled a possible rate cut in September. The NSE Nifty 50 rose 0.25% to 24,932, while the BSE Sensex gained 194 points to 81,500. Bank Nifty slipped marginally, but midcap and small-cap indices saw strong traction.
IT heavyweights like Wipro, Infosys, Tech Mahindra, TCS, and HCL Tech led early gains, while ICICI Bank, Bharti Airtel, and Zomato dragged. Analysts cautioned that while Powell’s remarks buoy global markets, Indian equities may remain weighed down by tariff concerns and key resistance levels around 25,115.
Published on: August 25, 2025
Several corporate announcements made after Friday’s market hours are likely to influence trading on Monday. Ceat Ltd.’s arm CEAT OHT Lanka signed a $171 million investment deal in Sri Lanka, one of the largest Indian investments in the island nation’s manufacturing sector.
Yes Bank received RBI approval for Japan’s SMBC to acquire up to 24.99% stake, valid for one year, though SMBC will not be classified as a promoter. Bajaj Auto resumed supplies of its Chetak electric scooter across dealerships after resolving rare earth magnet supply issues. JSW Steel received a ₹1,472.69 crore demand notice from the Odisha government over its Jajang iron ore block.
Reliance Infra clarified that Bank of India’s action on Reliance Communications will not impact its operations. Meanwhile, SEBI approved the reclassification of LIC as a public shareholder in IDBI Bank.
Other key developments include Coal India’s pact with the Madhya Pradesh government for critical minerals, Mahanagar Gas reporting the cessation of deputy MD Sanjay Shende, Borosil Renewables delaying results after its German arm filed for insolvency, and Imagicaaworld Entertainment approving the acquisition of Malpani Parks Ahmedabad.
Published on: August 25, 2025
Godrej Properties announced strong sales momentum in Hyderabad, with its newly launched project, Godrej Regal Pavilion, clocking over ₹1,000 crore in sales at launch. The company sold 683 homes spanning 1.20 million sq. ft., underscoring robust housing demand and buyer confidence in the city’s real estate market.
Located in Rajendra Nagar, the large-scale project is spread across 4.14 million sq. ft. and carries a revenue potential of about ₹3,600 crore. This is the developer’s second Hyderabad project in 2025 to surpass the ₹1,000 crore mark at launch, reinforcing its growing presence in South India.
CEO Gaurav Pandey said the response highlights the rising demand for branded residences and Hyderabad’s strong growth prospects. Shares of Godrej Properties closed flat at ₹2,052.45 on the BSE on Friday.