27/08/26, Stocks To Watch. .From significant investments to major deals, quarterly earnings, order wins, and appointments here's a quick look at which stocks will be in focus in today's trade:

ICICI Prudential AMC

Prudential Corporation Holdings plans to sell a 2% stake in ICICI Prudential AMC to meet minimum public shareholding (MPS) norms, with the offer size at Rs 3,121 crore, reports CNBC-TV18, quoting sources. The total promoter shareholding stood at 87.6%, including Prudential Corporation's 34.59% stake, as of June 2026.

Foseco India

Morganite Crucible and Morgan Terrassen BV are likely to exit Foseco India by selling their entire 15.27% stake through a block deal. The offer size is pegged at Rs 664.4 crore, with a floor price of Rs 5,773.63 per share, reports CNBC-TV18, quoting sources.

Aye Finance

Alpha Wave India I LP is likely to sell its entire 7.8% stake in Aye Finance through a block deal, with the offer size at Rs 320.4 crore and a floor price of Rs 167 per share, reports CNBC-TV18, quoting sources.

Fino Payments Bank

The Reserve Bank of India (RBI) has approved the extension of tenure of Ketan Merchant as Interim CEO of Fino Payments Bank, for a further period of three months effective August 27, 2026 or till the date of taking charge of regular MD & CEO, whichever is earlier.

IRB Infrastructure Developers

The Board of Directors of the company has approved an investment of up to Rs 351 crore in the units of IRB InvIT Fund through subscription to a preferential issue proposed to be undertaken by IRB InvIT Fund.

The company proposes to acquire up to 5.4 crore additional units of IRB InvIT Fund at Rs 65 per unit.

IRB InvIT Fund is raising funds to acquire two project SPVs from IRB Infrastructure Trust, a privately placed, listed infrastructure investment trust.

Bharat Electronics

BEL has secured additional orders worth Rs 730 crore since August 10. Major orders received include communication equipment, radar, avionics, tank sub-systems, electro-optics, cybersecurity, perimeter security, medical electronics, EVMs, jammers, batteries, spares and services.

Max Healthcare Institute

The company's subsidiary, Alps Hospital, has received a show-cause-cum-demand notice from the Directorate General of Goods & Services Tax Intelligence (DGGI), Mumbai, alleging a GST demand of Rs 165.7 crore, including a penalty of Rs 110.47 crore.

Vedanta

Vedanta Resources, the parent company of Vedanta, has denied recent media speculation regarding a purported sale of its shareholding in Vedanta, Vedanta Aluminium or any other Vedanta group company. It confirmed that there is currently no such plan to sell any stake.

The company remains focused on growth and full value unlocking, anchored by its landmark demerger into five focused, world-class companies, an ambitious growth capex pipeline, a strong deleveraging track record and consistent shareholder returns, reports PTI.

Bulk & Block Deals

Physicswallah

Lightspeed Opportunity Fund II LP exited PhysicsWallah by selling its entire 4.67 crore equity shares, representing a 1.61% stake, for Rs 549.73 crore. The shares were sold at Rs 117.72 per share.

ICICI Prudential Mutual Fund, Goldman Sachs, Morgan Stanley Asia Singapore, Societe Generale, Citigroup Global Markets Mauritius, Viridian Asia Opportunities Master Fund, Safra Sarasin Fund Management SA, Ghisallo Master Fund, Mediolanum International Funds, New York State Teachers Retirement System, OP-India Fund and Tata AIA Life Insurance Company were among the buyers in the block deals.

Rubicon Research

General Atlantic Singapore RR Pte Ltd sold 1.38 crore equity shares, representing 8.37% of Rubicon Research's paid-up equity, for Rs 2,291.61 crore. The foreign promoter, which held a 35.83% stake in Rubicon Research as of June 2026, sold the shares at Rs 1,660 apiece through block deals to 10 domestic and global institutional investors.

Kotak Mahindra Mutual Fund, NomURA India Investment Fund Mother Fund, HDFC AMC, ICICI Prudential AMC, SBI Mutual Fund, VEMF-A LP, Axis MF, TIMF Holdings, Aranda Investments and PI Opportunities AIF V LLP were the buyers of all the shares sold by General Atlantic in Rubicon Research.

Billionbrains Garage Ventures Groww

Ribbit Capital V LP sold 6.31 crore equity shares of Billionbrains Garage Ventures for Rs 1,238.1 crore at Rs 196 per share. Ribbit Cayman GW Holdings V also offloaded 4.99 crore shares at Rs 196.06 apiece, valued at Rs 979.16 crore.

Together, the two entities sold 11.31 crore shares, representing 1.8% of Billionbrains Garage Ventures' paid-up equity, for a total of Rs 2,217.3 crore. As of June 2026, Ribbit Cayman GW Holdings V and Ribbit Capital V LP held stakes of 4.46% and 5.64%, respectively, in the Groww parent.

Welspun Corp

Promoter Welspun Investments and Commercials sold 60 lakh shares, representing 2.27% of Welspun Corp's paid-up equity, at Rs 2,275.30 apiece, taking the transaction value to Rs 1,365.2 crore. Separately, Vipul Mathur, Managing Director and CEO of Welspun Corp, sold 3 lakh shares, or a 0.11% stake, for Rs 68.3 crore. Their combined stake sold stood at 2.38%.

Capital Group, through 14 schemes, acquired an additional 47.84 lakh shares, representing a 1.81% stake in Welspun Corp, for Rs 1,088.6 crore. Aberdeen Group, through six schemes, bought 6.62 lakh shares, or a 0.25% stake, for Rs 150.76 crore.

Quant Mutual Fund, Quant Small Cap Fund, Edelweiss Life Insurance Company and Edelweiss Mutual Fund were among the other buyers of shares sold by the promoter in Welspun Corp.

Viyash Scientific

Promoters CA Hull Investments and CA Harbor Investments, owned by global investment firm The Carlyle Group, sold 4.75 crore equity shares in Viyash Scientific for Rs 1,259.4 crore at different prices. The stake sold by Carlyle was equivalent to 10.88% of the company's paid-up equity.

Carlyle Group held a 61.31% stake in the company as of June 2026.

Of the stake sold by Carlyle, 1.08 crore shares were bought by six investors — Kotak Mahindra AMC, Bandhan MF, Edelweiss MF, Panvira India Innovation Fund, S Gupta Homes and Aagam Investments.

Gaja Alternative Asset Management

Invesco Mutual Fund has acquired an additional 85.95 lakh shares, representing 6.09% of the paid-up equity, in Gaja Capital for Rs 157.8 crore. As per the latest shareholding pattern after the IPO closure, Invesco India Financial Services Fund held a 1.71% stake in the company, taking its total shareholding to 7.8%.

Avenue Supermarts

Capital Group-owned American Funds Insurance Series Global Growth and Income Fund sold 67.64 lakh shares, representing a 1.03% stake, in Avenue Supermarts (DMART) for Rs 2,537.12 crore at Rs 3,750.58 per share.

Standard Engineering Technology

Amansa Holding offloaded an additional 11.58 lakh shares in Standard Engineering Technology at Rs 324.60 per share, valued at Rs 37.59 crore.

TCC Concept

Goldman Sachs Asia Strategic sold 4.04 lakh shares in TCC Concept for Rs 10.46 crore at Rs 258.48 per share

Source: Network18

27/08/26, Amazon.com Inc. will add an additional 2 million Nvidia Corp. graphics processing units to its data center fleet in the next two years, a sign that the company remains committed to the AI hardware leader's products despite its own competitive chipmaking efforts. The two companies said on Wednesday that Amazon would deploy some 2 million of Nvidia's high-end chips, which are designed to train and run artificial intelligence models, in 2027 and 2028. That's in addition to the 1 million Nvidia chips Amazon in March said that it would be installing in Amazon Web Services data centers, beginning this year.

The chips in the latest deal include Nvidia Blackwell Ultra, Rubin and Rubin Ultra GPUs. Those products will likely carry a list price of at least tens of thousands of dollars a unit, though big customers can get discounts. Amazon and Nvidia didn't announce financial terms of their latest deal.

Nvidia's GPUs are the essential currency of the artificial intelligence boom, powering the assembly and use of most large language models.

Nvidia's largest and best customers, Amazon, Microsoft Corp. and Alphabet Inc.'s Google, are also building alternative products. The cloud giants are betting that they can better tailor hardware to their own data centers and pass efficiency gains on to their customers.

Amazon in recent years has invested heavily in its own chipmaking arm, Annapurna Labs, which produces a central processing unit, as well as an AI accelerator designed to rival Nvidia's GPUs. The company has said the upcoming edition of its Trainum AI chip will make use of an Nvidia networking technology.

Report: Bloomberg 

Source:Network18

27/08/26, Mr Shareen Agrawals Market Report for toddy

Indian benchmark indices Sensex and Nifty are likely to open on a muted note on Thursday, with GIFT Nifty indicating a flat-to-negative start. A bullish outlook from Nvidia has boosted technology and semiconductor stocks across Asia, while a further decline in crude oil prices offers support to Indian equities. However, hotter-than-expected US inflation data and lingering geopolitical uncertainty could keep investors cautious.

GIFT Nifty was trading at 24,366 around 7:40 am, down 30 points, or 0.12 percent. Indian equities failed to build on the previous session's gains on Wednesday, with the Nifty closing near the day's low. The Sensex fell 183.15 points, or 0.24 percent, to 77,472.94, while the Nifty declined 126.80 points, or 0.52 percent, to 24,207.75.

Nvidia outlook lifts Asian technology stocks

Asian equities advanced after Nvidia issued a bullish sales outlook, easing concerns that the rapid expansion in AI-related capital expenditure could be losing momentum. The upbeat outlook could also provide a positive read-through for technology stocks globally after concerns over the scale and returns from AI spending triggered bouts of sharp selling in the sector over recent weeks.

MSCI's Asia-Pacific equities gauge rose 0.3 percent, with semiconductor stocks leading the advance. South Korea's Kospi gained 1.1 percent, supported by stocks including SK Hynix and Samsung Electronics, while Japan's Topix advanced 0.9 percent. Nvidia shares jumped 4.7 percent in extended US trading after its outlook signalled continued strong sales growth. Nasdaq 100 futures rose as much as 1.3 percent following the announcement before paring some gains, while S&P 500 futures were up 0.4 percent.

Wall Street slips after hotter inflation reading

The positive reaction to Nvidia came after US stocks had finished marginally lower in regular trading on Wednesday as a hotter-than-expected inflation reading weighed on sentiment. The Dow Jones Industrial Average fell 0.21 percent to 53,463.88, while the S&P 500 slipped 0.02 percent to 7,675.70 and the Nasdaq Composite declined 0.08 percent to 26,130.20.

The inflation data could keep the outlook for US interest rates and Treasury yields in focus. Higher-for-longer rates and elevated bond yields have emerged as a key concern for global equity markets in recent weeks, particularly for richly valued technology stocks and emerging-market assets.

Brent extends decline to fourth day

Falling crude oil prices provide a favourable cue for Indian markets. Brent crude futures declined 0.7 percent to $87.24 a barrel on Thursday, extending their fall to a fourth consecutive session. US West Texas Intermediate crude dropped 0.7 percent to $81.67 a barrel, its fifth straight session of losses.

Oil prices have eased on expectations that talks between Iran and Qatar could help reopen the Strait of Hormuz and reduce disruptions to energy supplies stemming from the Middle East conflict.

Nifty technical outlook

Bajaj Broking said the Nifty could remain in the 24,000-24,350 range unless it closes above 24,360, a breakout that could extend the recovery towards 24,550-24,700. Short-term support is seen at 24,000-23,800.

Institutional flows remained supportive despite Wednesday's decline in the benchmark indices. Foreign institutional investors (FIIs) were net buyers for a second consecutive session, purchasing Indian equities worth Rs 502 crore on August 26. Domestic institutional investors (DIIs) recorded much stronger purchases, investing Rs 6,425 crore in equities.

Source: Network18 

26/08/26, Expansion in US Economy

The US economy expanded at an unrevised 1.5% pace in the second quarter, though underlying details showed stronger consumer spending and business investment than initially reported.

The annualized gain in inflation-adjusted gross domestic product compares with a 2.1% advance in the first quarter, according to the second estimate issued Wednesday by the Bureau of Economic Analysis.

Consumer spending, which comprises more than two-thirds of economic activity, increased an annualized 3.4%, stronger than the initially estimated 3.2% gain. Nonresidential fixed investment climbed at an 8.5% pace.

A narrower gauge of underlying demand, final sales to private domestic purchasers, rose a revised 4.2% in the second quarter — the strongest in more than three years and compared with an initial estimate of 3.9%. The measure excludes net exports, inventories and government spending.

Government spending declined an annualized 1% in the second quarter, reflecting a steep drop in nondefense-related outlays.

Meanwhile, the personal consumption expenditures price index minus food and energy was revised up to an annualized 3.6% rate from 3.4%. Separate data out Wednesday showed a 0.2% increase in the so-called core PCE price gauge in July from the prior month.

That report also showed no change in real consumer spending during the month after more robust increases in the prior two months.

Report by Bloomberg 

Source:Network18

26/08/26, JSW in Battery Cell

JSW Group is scouting for a technology partner to manufacture lithium iron phosphate (LFP) battery cells in India, with the proposed venture currently on hold due to the absence of a suitable partner, Parth Jindal, director, JSW MG Motor India, said on August 26.

“We are very keen to make cells in India but the lithium phosphate iron (LFP) technology, currently is not available for us and the hunt is on for a technology tie-up,” Jindal said to Moneycontrol on the sidelines of the launch of the Hector Tomahawk sports utility vehicle in Mumbai.

The group wants to develop LFP battery cells locally as part of its plans to build capabilities across the electric vehicle value chain. JSW Energy has already commissioned a cell-to-pack assembly line for battery storage, while the battery facility for JSW MG Motor India has also been commissioned, Jindal said.

JSW Group had signed a Rs 40,000 crore memorandum of understanding with the Odisha government in 2024 for investments across sectors, including battery manufacturing. However, the management said the battery project could not be taken forward because it could not find a partner with the required technology. “That project (Odisha), hence is on hold,” Jindal said.

The proposed partnership for battery manufacturing is one of several partnerships JSW Group is pursuing for its automotive business. The group already has a partnership with China's SAIC Motor for the MG Motor brand in India and is in talks with a Chinese passenger vehicle manufacturer to launch cars under its own brand. It also has a tie-up with an electric bus manufacturer for producing electric buses in India.

Jindal said the key challenge in manufacturing cells is access to LFP technology, which remains concentrated in China.

“But making the cell itself, which is the most important part of an EV, that technology on LFP is not available anywhere outside of China and right now they are guarding it like a weapon,” he said.

The group has been expanding its presence in battery manufacturing through JSW Energy, which has commissioned facilities for battery storage. The move into cell manufacturing would take the group further upstream in the battery value chain.

LFP batteries are widely used in electric vehicles and energy storage systems. Unlike nickel-manganese-cobalt chemistries, LFP batteries do not use nickel or cobalt and are generally used in applications where cost, safety and cycle life are key considerations.

JSW Group's automotive plans come as the company seeks to build an integrated electric mobility business spanning vehicle manufacturing, batteries and related technologies.

Report by Swaraj Baggonkar

Source: Network18 

26/08/26, Trading Factors for Today's Market

Indian benchmark indices Sensex and Nifty are likely to open sharply higher on Wednesday, with GIFT Nifty pointing to a gap-up start as falling crude oil prices, easing global bond yields and an overnight rise on Wall Street improved the global backdrop. Mostly positive Asian markets and continued institutional buying at home could provide further support. But investors are likely to remain cautious ahead of Nvidia's closely watched quarterly earnings.

GIFT Nifty was trading at 24,556 around 7:50 am, up 222 points, or 0.9 percent. Domestic equities enter the session with positive momentum after final-hour buying helped the benchmarks recover on monthly derivatives expiry day. The Sensex rose 286.98 points, or 0.37 percent, to 77,656.09, while the Nifty gained 115.50 points, or 0.48 percent, to end at 24,334.55 on Tuesday.

Asian markets mostly higher

Asian equities traded mostly higher on Wednesday, supported by technology stocks and the easing in global bond yields. MSCI's Asia-Pacific equities gauge gained 0.3 percent. Hong Kong's Hang Seng rose 1 percent, while the Shanghai Composite advanced 0.4 percent. Japan's Topix and Australia's S&P/ASX 200 were also marginally higher, although Nikkei 225 futures declined 0.4 percent.

Crude oil tumbles as Hormuz hopes revive

A further sharp decline in crude oil is among the most favourable cues for Indian equities on Wednesday, while the recovery in US technology stocks and easing bond yields have also helped improve global risk sentiment. Oil prices dropped about 2 percent in early Asian trade, extending steep losses from the previous session after Iran said it had resumed talks with Oman over managing the Strait of Hormuz.

Brent crude futures fell 2 percent to $86.80 a barrel, while US West Texas Intermediate crude declined 1.8 percent to $80.87 a barrel. Both benchmarks had already fallen more than 3 percent on Tuesday.

Wall Street gains as tech stocks rebound, bond yields ease

US equities ended higher on Tuesday as technology stocks recovered ahead of Nvidia's results, while declines in crude oil and Treasury yields offered investors some relief following the recent bond-market selloff. The Nasdaq Composite gained 0.66 percent to 26,151.30, while the S&P 500 advanced 0.32 percent to 7,677.24. The Dow Jones Industrial Average rose 0.30 percent to 53,577.40.

Easing bond yields are another positive cue for global equities after the recent surge in borrowing costs pressured valuations and triggered concerns over capital flows into emerging markets.

Attention now shifts to Nvidia, which is due to announce its quarterly earnings later on Wednesday. The results and management commentary will be closely watched for indications of the strength of AI-related demand and the sustainability of heavy technology investment. US futures reflected some caution ahead of the results, with Nasdaq 100 futures down 0.5 percent and S&P 500 futures falling 0.3 percent in Asian trade.

FII, DII buying adds to positive domestic cues

Institutional flows remained supportive on Tuesday, with both foreign and domestic investors emerging as net buyers. Foreign institutional investors (FIIs) extended their buying streak to a second consecutive session, purchasing equities worth Rs 1,593 crore. Domestic institutional investors (DIIs) also remained net buyers, investing Rs 230 crore in Indian equities. The continued foreign buying is an encouraging signal for domestic equities

Report by Shaleen Agrawal 

Source: Network18 

25/08/26, Today's Market

 The cues for Indian markets are negative this morning. The Asian markets are trading on a lower note, and US Futures are flat. Similarly, crude oil prices continue to trade above $90. Following the global trend, the Gift Nifty is indicating a negative start for Indian markets. It is down 45 points or 0.18%. 

Earlier on Monday, the  NIFTY50 closed the session 0.14% lower at 24,219, while the  SENSEX closed 0.22% lower at 77,369. 

Key global and domestic cues for August 25, 2026

Asian Markets

 Asia-Pacific markets traded on a lower note, as the US is planning to roll out global sanctions focused on Iran. Japan’s Nikkei 225 fell 0.55% on Tuesday, while the Topix was marginally lower. South Korea’s Kospi dropped 2.37%, and the small-cap Kosdaq declined 1.23%. Hong Kong’s Hang Seng index futures were at 25,599, compared with the index’s last close of 25,517.33.

US futures

The futures contracts tied to US benchmarks were trading flat on Tuesday morning. Futures tied to the Dow Jones Industrial Average were flat. S&P 500 futures edged higher by 0.04% and Nasdaq 100 futures gained 0.06%.

US markets on Monday

On Monday, the US stock market  closed on a lower note. The S&P 500 index fell 0.28% to close at 7,652.86, while the Nasdaq Composite lost 0.76% and closed at 25,980.19. The Dow Jones Industrial Average gained 140.15 points, or 0.26%, to settle at 53,417.16.

Crude oil West Texas intermediate (ETI)  crude  futures fell 0.29% to trade at $84.76 per barrel. On the other hand, Brent crude futures were trading 0.41% lower around $91.79, above the psychologically important level of $90. On COMEX, crude prices traded 0.19% lower at $84.85 a barrel.

Gold rate today

On COMEX, the precious metal was trading at $4,745.70 an ounce, up 1.02%.

The rate for 24@carat gold today is Rs 1,63,190 per 10 grams. The price of gold has risen 0.41% from yesterday. The 24 kt gold rate today in Delhi is Rs 1,62,910 per 10 grams. The 18-carat gold price today in India is Rs 1,22,392.5. The 24-carat gold rate in Dubai today is Rs 1,49,590.

Silver rate today

On COMEX, Silver prices traded 1.34% lower at $69.51 per troy ounce.

In India, the Silver rate fell 0.92% to Rs 2.44 lakh per kilogram.

Silver had surged to record highs in January amid geopolitical tensions and economic uncertainty, with heavy speculative buying pushing prices higher, but soon faced volatility.

FII, DII data

Foreign institutional investors were net buyers of shares worth Rs 1,181.66 crore. On the other hand, the Domestic Institutional Investors were net buyers of shares worth Rs 2,493.41 crore on August 24, 2026, according to the provisional data available on the NSE.

US dollar

The US Dollar Index (DXY), which measures the dollar’s value against a basket of six foreign currencies, was trading flat at 98.99. The index evaluates the strength or weakness of the US dollar in comparison to major currencies. The basket contains currencies such as the British Pound, Euro, Swedish Krona, Japanese Yen, Swiss Franc, etc. The rupee depreciated 0.02% to close at 95.74 to the dollar on August 24.

Top Sectors in Monday’s trade

The Agriculture sector’s stocks surged the most in Monday’s trade, rising 2.9% in market capitalisation. Further, Aluminium stocks were followed by the Iron and Steel sector stocks, which were further followed by the Metals – Non Ferrous stocks. However, the Aquaculture sector stocks fell the most, declining 2%.

Written by Sparsh Bansal

Source:FinancialExpress

25/08/26, Silver in Lime Light

 It’s a global trend – nervous investors are increasingly evaluating alternative assets amidst US government debt recently crossing $ 40 trillion and the resulting rising bond yields causing intense volatility in global stock markets.

In addition, the tensions in the Middle East have shown no signs of easing despite the recent Versailles, France peace treaty and numerous ceasefire announcements.

And it’s no surprise that investors are once again turning to precious metals, like silver. Global Silver prices on Friday trading rose 2% to $ 70 per ounce, and have moved up since the average price of $ 66 per ounce levels in June 2026.

On Monday, global silver prices were at $ 69 per ounce levels.

Local silver prices track global prices – they were at Rs 2.46 lakh per kg levels. Silver Prices in Mumbai  at the end of June 2026 were Rs 2.21 lakh per 1 kilogram. Indian bullion prices are inflated to the extent of the import duty imposed by the government.

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Silver prices had peaked in Mumbai at Rs 3.18 lakh per kg levels in the third week of January 2026.While silver has wide applications in the industrial sector, in electronics and solar panels, amongst others, it is being increasingly viewed as a ‘safe haven’ asset.

Several well-known investors including the well-recognized market guru, Vijay Kedia have warned investors of sharp volatility in precious metals and its potential negative impact for speculators.

Why Hindustan Zinc is Dalal Street’s Preferred Silver Play

On Dalal Street, Hindustan Zinc,  which is among the top 10 silver miners globally, has gained prominence. The stock rose 1.7% to Rs 604.8 in Monday trading, and it had hit a 52-week high of Rs 732.6 on 28 January, 2026.

And despite the volatility in silver prices, the stock has jumped nearly 40% over the past one year compared to a 5% fall in the Sensex. Investors it seems are increasingly looking to play the volatility in silver prices via this stock.

Its board of directors had declared an interim dividend of Rs 11 per equity share on April 24, 2026.  In FY26, the company had paid a dividend of Rs 10 per share.

  Vedanta is the promoter of Hindustan Zinc holding a 60.71% stake in the metal major at the end of the June 2026 quarter.

Q1 Breakdown: How a 117% Price Surge Delivered Record Margins

Hindustan Zinc  sold 149 tonnes of refined silver in the June 2026 quarter as compared to 145 tonnes a year earlier.

In its results presentation, Hindustan Zinc has highlighted an average international price of $73.2 per ounce as compared to $ 33.7 per ounce a year earlier, a rise of 117%.

In the local markets, spot silver prices in Mumbai averaged Rs 2.43 lakh per kg levels as compared to Rs 1.02 lakh per kg levels a year earlier, a rise of 138% y-o-y. Part of this gain can be attributed to an increase in import duties.

Strategic Hedging: Protecting Profitability from Spot Price Shocks

Silver prices in the quarter were significantly higher on a y-o-y basis. However, in its annual report for FY26, Hindustan Zinc has highlighted that as part of its risk management framework, it undertakes strategic hedging for a portion of its annual production, within policy limits, to support greater predictability of revenues, EBITDA, and cash flows and to mitigate adverse price movements.

In line with this practice, the company hedged 59 tonnes of silver at average prices of $ 60 per troy ounce. The above position is intended to provide protection against price volatility, the company has highlighted.

Hindustan Zinc sold 627 tonnes of silver in FY26.

Depending on the commodity derivatives Hindustan Zinc has entered into, the company will leverage the upturn in silver prices, and it may not fully realise the surge in spot silver prices right away.

Strong silver prices helped Hindustan Zinc’s silver division revenues rise nearly 169% y-o-y to Rs 3,839 crore in the June 2026 quarter. The segment profit of the silver division also jumped 170% y-o-y to Rs 3,327 crore.

Written by Amriteshwar Mathur

Source: FinancialExpress

24/08/26, VISHAL MEGA MART, HEXAWARE & URBAN COMPANY

The domestic equity benchmarks slipped into negative territory by midday trade after giving up their early gains. The Nifty was hovering around 24,190, down about 0.28%, while the Sensex was hovering near 77,290, lower by around 0.32%. Vishal Mega Mart, TVS Supply Chain Solutions, Urban Company and Hexaware Technologies, however, recorded strong gains..

Here are the top movers and shakers at this hour:

Vishal Mega Mart

The share price  price of VISHAL MART surged 11.4% by midday after the company reappointed Gunender Kapur as Founder, Managing Director and Chief Executive Officer for a further five-year term beginning September 1, 2026. The announcement drew strong buying interest, with Morgan Stanley also describing the extension of the chief executive’s tenure as a positive development.

Hexaware Technologies

 HEXAWARE TECHNOLOGIES LTD share price gained 7.7% by midday, marking its strongest single-day rise of the year, after the company outlined its AI-focused business plans and said it expects revenue to double to about $3 billion by 2029 from around $1.5 billion. The company said growth would be supported by AI services, expansion in West Asia, the technology vertical and private equity partnerships, while NSE trading volumes were 12.8 times the average.

LT Foods

 LT FOOD share price jumped 15% by midday amid unusually heavy trading activity, with volumes on the NSE surging about 55 times the average. The counter saw more than 2 crore shares traded on the exchange compared with an average daily volume of about 4.21 lakh shares, driving a sharp move in the stock.

TVS Supply Chain Solutions

 TVS SUPPLY CHAIN share price climbed 13.6% by midday after the company signed an agreement with Japan-headquartered logistics and engineering firm Sankyu Inc. The partnership triggered strong buying in the counter and pushed it among the major gainers during Monday’s session.

Urban Company

The share price of URBAN COMPANY LTDrose 6.1% by midday after FTSE added the company to three benchmark indices during its latest semi-annual review. The stock will be included in the FTSE Emerging Markets All Cap Index, FTSE SmallCap Index and FTSE Global Total Cap Index from September 21, 2026, subject to the completion of the review process.

Written by ShivanginiGupta

Source: FinancialExpress

24/08/26, Indian Markets

 

India's equity capital market is heading for its best month on record, bucking a lackluster stock market as ample domestic liquidity continues to fuel demand for new shares.

Almost $10 billion of deals have been priced in August, led by the government's blockbuster $3.2 billion sale of shares in Life Insurance Corp. of India. Manipal Health Enterprises Ltd.'s $958 million initial public offering, alongside a flurry of block trades and institutional placements, boosted the tally.

The record dealmaking has been driven by the growing heft of India's local mutual funds and insurers, strong participation by retail investors and the return of global funds, factors that are boosting the market's ability to absorb large offerings. That strength could provide the momentum for major offerings expected later this year from the National Stock Exchange of India Ltd. and Jio Platforms Ltd.

The buoyancy contrasts with the subdued performance of the nation's $5.1 trillion secondary market, which remains among the region's laggards this year. While the benchmark NSE Nifty 50 Index is little changed from its level two years ago, investors have snapped up new listings. All but four of the 24 companies that debuted in August are trading above their IPO prices.

“Companies have overcome hesitancy caused by the trade tantrum and war in the Middle East,” said Sunil Shah, group chief executive of Mumbai-based Khambatta Securities Ltd. Some issuers even accepted lower valuations to get their deals over the finish line, he added.

Report by Bloomberg 

Source: Network18 

24/08/26, India’s logistics sector is increasingly becoming a direct beneficiary of rising consumption, manufacturing activity and the country’s expanding infrastructure network. But for investors, the more interesting question is whether this improving business environment is beginning to reflect in stock prices. The charts of Transport Corporation of India (TCI), RITCO Logistics and Aegis Logistics suggest that the answer could be yes.

The three stocks are at different stages of their technical setups, but they share an important characteristic: buyers appear to be returning at key technical levels. For a lay investor, this matters because technical analysis is essentially the study of price behaviour. When price repeatedly holds important support or breaks through a resistance level, it provides clues about how market participants are positioning themselves.

The broader backdrop is supportive. ICRA expects India’s road logistics sector to record 8-10% revenue growth in FY2027, while organised players could benefit from their ability to command a premium in a competitive market. (ICRA) Logistics activity is also being supported by manufacturing, consumption, e-commerce and infrastructure development. (CBRE India)

TCI: Breakout Level turns into a Potential Demand Zone

The monthly chart of Transport Corporation of India  (TCI) presents an interesting long-term structure. The stock had spent a considerable period below the Rs.858 level, before breaking decisively above it. This level is now being tested from the other side.

Source: TradePoint, Definedge

This is a classic technical principle: old resistance can become new support.

Interestingly, the 50-month exponential moving average, or 50MEMA, is rising steadily. A moving average simply smoothens price movements and helps investors identify the underlying trend. When the average itself is rising and price remains above it, the long-term trend is generally considered healthier.

The recent price action shows consolidation around the Rs.858-910 zone rather than a sharp rejection. That is constructive. If TCI sustains above 858 and subsequently moves above the recent consolidation zone, the stock could attempt to revisit its previous highs around the Rs.1,100-1,170 zone.

For investors, Rs.858 becomes the important technical line in the sand. Sustaining above it keeps the bullish structure intact; a decisive move back below it would weaken the setup.

RITCO: The Base and Reversal Pattern

 Ritco's weekly chart arguably offers the most visually compelling setup. The stock has formed an inverse Head-and-Shoulders pattern, one of the better-known bullish reversal formations.

Source: TradePoint, Definedge

Think of the pattern as a market making three attempts to fall. The middle attempt – the “head” which goes deepest, while the two surrounding attempts – the “shoulders” are shallower. When the stock finally crosses the common resistance line, known as the neckline, it indicates that sellers have lost control.

RITCO has now moved above the neckline near the Rs.290 zone and is trading around Rs.318. This is important because the breakout is not merely an intraday move; it has occurred on the weekly chart, giving the signal greater significance.

The classical target for an inverse Head-and-Shoulders is calculated by measuring the distance between the head and neckline and adding it to the breakout point. On the chart, that points towards the potential zone of Rs.390-400, although technical targets are projections, not guarantees.

A healthy retest of the neckline followed by renewed buying would strengthen the bullish case.

Aegis Logistics: Waiting for the Follow-Through Breakout

 Aegis Logistics presents a different picture. Its 3×3 Point & Figure chart shows a strong long-term upward structure, with price currently around Rs.1,397 and approaching the important Rs.1,481 resistance.

Point & Figure charts filter out much of the market noise and concentrate on meaningful price movements. The repeated X-columns indicate periods of demand, while O-columns represent supply.

Source: TradePoint, Definedge

Aegis has already established a series of higher price zones, but the crucial technical event would be a decisive breakout above Rs.1,481. Such a move would take the stock into fresh territory on the chart and could signal renewed momentum.

Until that happens, investors should treat Rs.1,481 as the trigger rather than assuming the breakout in advance.

Are You Adding these 3 Logistics Stocks to Your Watchlist?

The three charts therefore offer three different stages of a potential bullish cycle. TCI is defending a major breakout zone, RITCO has already broken out of a classical reversal pattern, while Aegis is approaching a major resistance breakout.

The fundamental backdrop also provides support to the technical story. Indian Railways reported freight loading of 1,670 million tonnes in FY2026, up from 1,098 million tonnes in FY2014-15, highlighting the structural expansion of India’s freight ecosystem.

At present, the technical evidence across TCI, RITCO and Aegis Logistics points towards a probable bullish phase, but confirmation and disciplined risk management will determine whether that probability turns into a sustained trend.

Written by Mr Brijesh Bhatia 

Source: FinancialExpress

Disclaimer:

Note: The purpose of this article is only to share interesting charts, data points and thought-provoking opinions. It is NOT a recommendation. If you wish to consider an investment, you are strongly advised to consult your advisor. This article is strictly for educative purposes only.

24/08/26, GMR Airports Ltd

GMR Airports Ltd., the main competitor to Adani Group's airports operator, is planning to spend as much as Rs 19,400 crore ($2 billion) to expand its New Delhi and Hyderabad facilities, a sign of bullish expectations for India's aviation market over the coming decade.

The investments, spread over the next five to seven years, are aimed at boosting capacity and modernizing infrastructure to keep pace with rapidly rising passenger volumes, Saurabh Chawla, company's executive director for finance and strategy said in an interview.

The plans come as demand is surging in the world's third-largest domestic aviation market, trailing only the US and China. India's flier traffic is projected to grow six-fold to around 1.1 billion passengers over the next 14 years, while its commercial airline fleet is seen increasing from 400 planes as of 2014 to more than 2,350 aircraft by 2040, according to government estimates.

The company is earmarking about Rs 13,800 crore for Rajiv Gandhi International Airport in the southern industrial hub of Hyderabad and as much as Rs 5,600 crore for the New Delhi airport, Chawla said. The investments will be funded by a mix of debt and equity by the respective airport ventures and not directly tied to GMR Airports, which is the holding company.

Once completed, Hyderabad's upgraded airport will be able to accommodate about 80 million passengers, or more than double its current annual volume of 34 million fliers.

GMR Airports is India's largest airport operator by number of fliers annually while rival Adani Airport Holdings Ltd. is the biggest by number of airports. The Adani conglomerate is looking to invest $15 billion to boost passenger capacity at its aviation facilities over the next five years, Bloomberg News reported in December.

Build-Outs

Chawla said the build-outs in New Delhi and Hyderabad may be just the beginning of a modernization drive at GMR Airports, whose portfolio includes six airports in India, one in the Philippines and another under construction in Greece.

“Investment plans for the new airport at Nagpur, just taken over in June 2026, are under discussions,” he said.

GMR Airports, in which France's Aeroports de Paris SA owns 26.5%, will focus on bidding for local airport projects that the Indian government plans to sell, Chawla said, adding that no discussions are underway involving redevelopment of overseas airport projects.

The senior executive also said the Hyderabad-based GMR Group isn't keen to enter the airline business, even if the Indian government tweaks the rules to permit such a move.

India is discussing a policy change that would allow airport operators to run airlines, Bloomberg reported last month. The government wants to boost competition given that two airlines — IndiGo and Air India — control nearly 90% of the local market.

“We're not interested,” Chawla said, explaining the group wants to stay focused on its core airport business and related operations such as aircraft maintenance and real estate development around its aviation facilities.

Report by Bloomberg 

24/08/26, INDEX LEVELS

21/08/26, FinancialMarket REPORT

Indian benchmark indices Sensex and Nifty are likely to open largely flat on Friday, with GIFT Nifty indicating only marginal gains after the Nifty snapped a seven-session losing streak in the previous session. Renewed pressure in global bond markets and crude oil prices near one-month highs could temper sentiment, even as Asian equities traded mixed and US stock futures edged higher.

GIFT Nifty was trading at 24,322.5 around 7:45 am, up 25 points, or 0.10 percent. Indian equities staged a strong rebound yesterday as easing US Treasury yields briefly improved global risk appetite. The Sensex climbed 628.04 points, or 0.82 percent, to 77,537.72, while the Nifty gained 153.55 points, or 0.64 percent, to 24,231.85.

However, the global backdrop turned less supportive overnight as US Treasury yields resumed their ascent and crude oil climbed to a one-month high amid fading hopes of a resolution to the US-Iran standoff.

US bond yields resume rise, drag Wall Street

Stress in global bond markets remained one of the key risks for equities on Friday after the relief triggered by the US Treasury's intervention earlier this week proved short-lived. The US 30-year Treasury yield climbed back to around 5.25 percent, while the 10-year yield touched 4.71 percent. Higher bond yields tend to weigh on equity valuations and can also make emerging-market assets relatively less attractive to foreign investors. The renewed rise in yields weighed on Wall Street overnight. The Dow Jones Industrial Average dropped 703.84 points, or 1.32 percent, to 52,759.21, while the S&P 500 declined 0.87 percent to 7,641.16 and the Nasdaq Composite fell 1 percent to 26,067.17.

Disappointing results from retail bellwether Walmart also hurt sentiment, while higher crude oil prices revived concerns over inflation.

US equity futures offered a slightly more positive cue on Friday morning, with S&P 500 futures up 0.1 percent and Nasdaq futures gaining 0.2 percent.

Asian markets mixed amid bond-market concerns

Asian markets were mixed on Friday, with several major indices heading towards weekly losses as investors grappled with elevated global yields. MSCI's broadest index of Asia-Pacific shares outside Japan rose 0.5 percent, while South Korean and Taiwanese equities edged higher. Japan's Nikkei, however, fell 0.8 percent and was on course for a weekly decline of more than 4 percent.

Brent near $93 as US-Iran tensions persist

Crude oil remained another major concern for domestic investors as the diplomatic impasse in the Gulf pushed prices to their highest levels in about a month. Brent crude earlier touched $94.71 a barrel before easing on profit booking. Futures were last down 0.7 percent at $93.12 a barrel, but remained more than 5 percent higher for the week. US crude eased 0.7 percent to $86.18 a barrel.

Oil prices have been supported by diminishing hopes of an agreement that would fully reopen the Strait of Hormuz after US Treasury Secretary Scott Bessent said Washington would impose the "toughest sanctions in history" on Iran.

Nifty technical outlook: 24,265 key for further recovery

Bajaj Broking said a sustained move above 24,265 could extend the Nifty's recovery towards 24,400, while failure to cross this level could keep it consolidating around 24,000-24,250. The brokerage sees stronger support at 24,000-23,800 and expects the index to remain within a broader 24,000-24,600 range.

Domestic institutional investors continued to provide support to Indian equities on Thursday, purchasing shares worth Rs 3,537 crore. Foreign institutional investors, however, turned net sellers and offloaded equities worth Rs 583 crore. Foreign flows will remain in focus as rising US Treasury yields could potentially increase the relative attractiveness of dollar assets.

Report by Shaleen Agrawal 

Source: Network18 

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Disclaimer: The views and investment tips expressed by experts are their own and not those of us. We advises traders to check with certified experts before taking any investment decisions.

21/08/26, Results Today: Innova Captab, Flexituff Ventures International, and Octavius Plantations will release their quarterly earnings today.

 

👉Results Today on August 22

Heranba Industries, and Leading Leasing Finance and Investment Company will announce their quarterly results on August 22.

Quarterly Earnings: 

Manipal Health Enterprises Q1 (Consolidated YoY)

Profit falls 7.5% to Rs 231.65 crore Vs Rs 250.37 crore

Revenue grows 38.1% to Rs 3,090.6 crore Vs Rs 2,237.6 crore

👉Stocks to Watch

Amagi Media Labs

Trudy Holdings, AVP I Fund and Accel are likely to sell a combined 5% stake in Amagi Media Labs through a block deal worth around Rs 600 crore, with a floor price of Rs 550 per share, CNBC-TV18 reported, quoting sources.

Saatvik Green Energy

The company's subsidiary, Saatvik Solar Industries, has received an order worth Rs 190 crore from a renowned independent power producer/EPC player for the supply of solar photovoltaic modules.

Torrent Power

Saurabh Mashruwala has resigned as Chief Financial Officer and Whole-Time Key Managerial Personnel of the company, effective August 20, 2026, due to his planned retirement.

The Board, however, approved the appointment of Vikas Poddar as Chief Financial Officer and Whole-Time Key Managerial Personnel and Senior Management Personnel of the company, effective August 21.

Krishna Institute of Medical Sciences

Krishna Institute of Medical Sciences (KIMS) has entered into an Operations and Management Agreement with Aurevia Hospitals (AHPL) for an initial term of five years, with an extension for a further five years on an exclusive basis, to run, manage, operate, direct and control Arete Hospitals.

KIMS has agreed to provide medical services at Arete and has also entered into a Call Option Agreement with AHPL. The agreement will give KIMS an option, but not an obligation, to acquire the business if found suitable, subject to such terms and conditions and at such price as may be set out in the definitive documents.

RailTel Corporation of India

RailTel Corporation has received a work order worth Rs 164.78 crore from Western Coalfields for the establishment of an MPLS VPN network on a rental basis for a period of 60 months.

Lemon Tree Hotels

Lemon Tree Hotels has announced the opening of a new 85-room hotel property, Lemon Tree Hotel in Bharuch, marking the group's 12th operational hotel in Gujarat. The hotel is managed by its subsidiary, Carnation Hotels.

Rallis India

Bhaskar Swaminathan will resign as Chief Financial Officer of Rallis India, effective November 4, 2026, to join another Tata Group company.

The Board has appointed Sridhar Radhakrishnan as Chief Financial Officer of the company, effective November 4.

InterGlobe Aviation

IndiGo dominated the domestic aviation market with a 67.4% market share in July, carrying 80.82 lakh passengers during the month.

Hindustan Aeronautics

Infotech HAL, a joint venture between Hindustan Aeronautics and its partner, has been dissolved by the National Company Law Tribunal (NCLT), Bengaluru.

Hindustan Aeronautics held a 50% stake in Infotech HAL.

Bulk & Block Deals

Kfin Technologies

General Atlantic Singapore Fund Pte, an affiliate of global private equity firm General Atlantic, sold 1.51 crore equity shares, representing an 8.75% stake in KFin Technologies, for Rs 1,400 crore at a price of Rs 925 per share.

The entire stake was picked up by 12 global and domestic investors, including Invesco Mutual Fund, Mirae Asset Mutual Fund, Kotak Mahindra Asset Management Company, HSBC Mutual Fund, Motilal Oswal Asset Management Company, Morgan Stanley Asia Singapore, Bandhan Mutual Fund, Citigroup Global Markets Singapore, Edelweiss Mutual Fund, Societe Generale, ICICI Lombard General Insurance and ICICI Prudential Life Insurance Company.

Pfizer

Sandeep Tandon-founded Quant Mutual Fund has acquired an additional 2.67 lakh shares worth Rs 131.25 crore in pharma company Pfizer, representing a 0.58% stake in its paid-up equity. The shares were purchased at Rs 4,899.97 apiece.

Quant Mutual Fund held a 2.22% stake in Pfizer as of the June 2026 shareholding pattern.

Amrutanjan Health Care

Pari Washington India Master Fund, managed by Pari Washington Company, has acquired 5.83 lakh shares, representing a 2.02% stake in Amrutanjan Health Care, for Rs 29.17 crore at a price of Rs 500 per share.

However, Envision India Fund sold 2.13 lakh shares in Amrutanjan Health Care at Rs 523.58 per share, valued at Rs 11.15 crore, while DSP Mutual Fund offloaded 5 lakh shares for Rs 25 crore at a price of Rs 500.01 per share. As of June 2026, DSP Mutual Fund held a 3.8% stake, or 10.98 lakh shares, in Amrutanjan Health Care.

Apollo Pipes

HR Global Manufacturing, which held 10 lakh shares, or a 2.27% stake, as of June 2026, sold 3.98 lakh shares, representing a 0.9% stake, in Apollo Pipes for Rs 23.5 crore at a price of Rs 589.86 per share.

Welspun Investments and Commercials

Lloyds Enterprises continued its buying interest in Welspun Investments & Commercials, picking up an additional 22,238 shares at Rs 1,851 per share, valued at Rs 4.11 crore. In the previous couple of sessions, Lloyds Enterprises had already acquired 1.27 lakh shares in Welspun Investments.

Credent Connect N Care

Motilal Oswal Financial Services has bought 2.98 lakh shares in healthcare services provider Credent Connect N Care for Rs 11.15 crore at a price of Rs 373.97 per share. OM Trading has also acquired 1 lakh shares at Rs 359.10 per share, amounting to Rs 3.59 crore.

Nxt-Infra Trust

Kotak Mahindra Bank and Larsen & Toubro each purchased 95.5 lakh units in Nxt-Infra Trust, an infrastructure investment trust, for Rs 89.62 crore at a price of Rs 93.85 per unit, from Actis Highway Infra

Source:Network18