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*
 

*News Headlines from Business News Agencies :*

*Business Standard :*

📝 Realty firms record 59% pre-sales growth in Q1 FY26; earnings mixed

📝 JSW Sarbloh Motors forms JV with Tomcar USA to make ATVs locally in India

📝 Foreign investors slash India allocations in July, shift to China & Korea

📝 Plastic pipe makers to gain from anti-dumping
duty, demand revival

📝 IKS Health sees potential in US market as healthcare costs decline

📝 SAIL's Bhilai steel plant in Chhattisgarh hits key operational milestone

📝 Yakult sees India becoming one of its top 10 global markets in future

📝 Payments Council of India reappoints Patel, Srinivasu; Bansal joins team

📝 India leads APAC office demand with 70% share in H1 2025 leasing: Report

📝 NeoLiv to develop ₹150 cr residential project on 17.5 acres in MMR

📝 Sebi plans to improve tenure, maturity of equity products: Tuhin Pandey

📝 Retail inflation for farm, rural workers ease to 0.77 pc, 1.01 pc in July


*Economic Times :*

📝 India snaps up steeply discounted palm oil from Colombia and Guatemala

📝 Walmart hikes annual forecast as low price focus draws shoppers

📝 PayNearby plans to go public next year, says CEO

📝 Wipro to buy Harman Connected Services for $375 million

📝 Welcure Drugs & Pharma to set up agro-pharma lab for around Rs 80 crore

📝 Transrail bags T&D orders worth Rs 837 cr in domestic, international markets

📝 Jupiter International to set up Rs 10,900 crore solar plant in Nagpur

📝 India reduced carbon intensity by 7% between FY14-24: Shripad Naik

📝 KKR emerges as lead bidder for Nissan’s $610 million Yokohama HQ sale, source says

📝 Parle continues to be India's top FMCG brand at home, 13th time in a row: Report

📝 Apple to open its first retail store in Bengaluru on September 2


*Mint :*

📝 Govt raises ₹1.42 lakh cr via asset monetisation till FY25

📝 Kalpataru Ltd cuts net debt by 15 pc to ₹7,939 cr in June quarter

📝 EU cars, pharma imports into US to face 15% tariffs under new trade deal

📝 Turkey Set for Gas-Exploration Deal After Wooing Ex-Libya Foes

📝 NTPC pushes the pedal on diversification, but execution remains key

📝 Tata-owned Air India, Air India Express face combined loss of ₹9,568.4 crore

📝 GST rejig: GoM accepts Centre' proposal to scrap 12% and 28% slabs

📝 Baidu’s Sales Slide Most Since 2022 in Fierce Chinese AI Contest

📝 Critical Minerals Exploration Underway in Northeast India: Coal & Mines Minister

📝 Improvement in India-China ties will aid solar supply chain: Vikram Solar

📝 NCLAT rejects Central Bank plea opposing Neptune Developers resolution plan

T.me/AlliesFin

🇮🇳 India Daybook Stocks in News


*Texmaco Rail:* Company announced an order worth ₹103.16 Cr from Leap Grain Rail Logistics Private Limited for BCBFG wagons and BVCM Brake Vans. (Positive)

*GHV Infra Projects:* Company received a Letter of Intent from Valor Estate Limited for the PAP & Police Housing Project in Malad (East), Mumbai. The project has an initial scope of ₹2,000 crore. (Positive)

*HG Infra Engineering:* Company Secures Major Gujarat Highway Project worth Rs 781 Crores (Positive)

*Jayaswal Neco:* Company gets a credit rating upgrade, India Ratings & Research (Ind-Ra) has upgraded JNIL's Long-term Issuer Rating to 'IND BBB+' from 'IND BBB-' (Positive)

*NTPC Green:* Company announced the declaration of commercial operation for a 49.125 MW third part capacity of the 300 MW Khavda Solar Energy Project in Gujarat. (Positive)

*PTC Industries:* Company announced receiving an order from BrahMos Aerospace Private Limited. The order is for the supply of critical titanium castings and is valued at Rs 110 crore. (Positive)

*Western Carriers:* Company Secured a 3-year work order worth ₹1,100 Cr for steel coil transport using heavy-duty containers. (Positive)

*Royal Orchid Hotels:* Company has launched Regenta Place Ahmedabad, Gujarat (Positive)

*Intellect:* Company’s UK Subsidiary Signs MOU With ITIXA Ltd. To Form JV in Gift City, Gujarat. (Positive)

*Cupid:* Unity Associates bought 15 lakh shares at Rs.171.9 per share. (Positive)

*Vedanta:* Company board approves second interim dividend of ₹16/sh for FY26 amounting to Rs 6,256 Cr (Positive)

*Paytm:* Company enables RuPay credit card linking to UPI for everyday payments (Positive)

*Wipro:* Company to acquire 100% stake in Harman Connected Services for $375 million. (Neutral)

*Crisil:* Company Incorporates Step-Down Subsidiary ‘Crisil Canada Inc’ Following Board Approval. (Neutral)

*Apollo Hospitals:* Promoter Suneetha Reddy to Sell 18 Lakh Shares (1.25% Stake) Worth Rs 1,395 Cr via Block Deal At Rs 7,747 Per Share. (Neutral)

*Piramal Pharma:* Company Newamsterdam Pharma Invest To Enhance Oral Solid Dosage Capabilities (Neutral)

*Enviro Infra Engineers:* Company Via Subsidiary EIE Renewables, Acquires Vento Power Infra Pvt. Ltd. For Rs 115.6 Cr; Gains 40 Mw Solar Project in Odisha. (Neutral)

*Waaree Energies:* Company Clarifies On Report Enel Green Power Deal on Verge of Collapse, Certain Terms of Agreement under Review, Company in Discussions for the Same. (Neutral)

*Goldiam International:* Company Raises Rs 2.02 billion Via QIP (Neutral)

*Jash Engineering:* Company Expect to Cross Rs 12.50 billion Turnover by 2029-30 (Neutral)

*NHPC:* Company to Consider Revised Borrowing Plan for 2025-26 (Neutral)

*Midwest Gold:* Company Approves Amalgamation of Wholly-Owned Subsidiary Midwest Energy Pvt. Ltd (Neutral)

*Bluegod Entertainment:* Company announced a record date of Aug 29, 2025, for a stock split. (Neutral)

*GMR Airports:* Company Board Okays Fund Raise Up To ₹5,000 Cr; Approves SPV for Cargo City Project at Delhi Airport (Neutral)

*Patil Automation:* Company To Buy 60% Of Pentaco Automation For Rs 30 million , To Buy 60% Of Mii Robotics For Rs 6 million (Neutral)

*Hindustan Unilever:* Company announced a management change. Niranjan Gupta will become CFO, effective Nov 1, 2025 (Neutral)

*Sarveshwar Foods:* Company announced a rights issue to raise up to ₹149.94 Cr. (Neutral)

*Uniparts:* Company announced the resignation of Mr. Amiya Vikram, Chief Human Resource Officer, due to personal reasons (Neutral)

*HMVL:* Company announced an investment of up to ₹7.60 Crore in XCM Technologies Inc (Neutral)

*PGEL:* CRISIL Ratings Limited has revised the long-term rating for company and its wholly-owned subsidiary to 'CRISIL A+/Negative. (Neutral)

*R Systems:* Company has announced the acquisition of Novigo Solutions, a company specializing in low-code/no-code. (Neutral)

*BSE:* Nandkumar Saravade resigns as independent director. (Neutral)

*Avenue Supermarts:* Company has opened a new store at Gangashahar Road, Bikaner.

Fed interest rate cut alert: Jerome Powell finally signals Fed rate cut.

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

Sovereign Gold Bond 2025: RBI announces SGB premature redemption dates from October 2025 – March 2026; check details
https://m.economictimes.com/wealth/invest/sovereign-gold-bond-2025-rbi-announces-sgb-premature-redemption-dates-from-october-2025-march-2026-check-details/articleshow/123454160.cms

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

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

Pranam,

At 21 I at started my company Allies Financial Services,
Today my company is 21,

Dhanyavad for being part of the Journey, as the Journey has Just Begun...

Aapka Saarthi StockArthi ✨
Axit D Shah | 9869958999 💐
Allies Financial Services ✨

*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

🇮🇳India Daybook Stocks in News


*Muthoot Finance:* Fitch Ratings has raised the issuer credit rating to 'BB+' from 'BB' with a stable outlook. (Positive)

*Akums Drugs:* Company has signed a Framework Agreement with the Government of Zambia to establish a local manufacturing facility in Zambia. (Positive)

*Signpost India:* Company Awarded Exclusive Advertising Rights for 67 Metro Stations, Contract Tenure 9 Years with Revenue Potential Rs 6-7 billion (Positive)

*Endurance Tech:* Company Secured first 4W drum brake order from Tata Motors, entering 4W braking market. (Positive)

*Happiest Minds:* Company received a certified true copy of the First Motion Order from the National Company Law Tribunal, Bengaluru Bench, related to the Composite Scheme of Arrangement with PureSoftware Technologies Private Limited. (Positive)

*Insolation Energy Ltd:* Company announced the incorporation of MGPG Green Infra Private Limited, a new step-down subsidiary (Positive)

*CEAT:* company’s OHT Lanka Signs $171 Million Investment Pact with Boi Sri Lanka; Expansion to Boost Oht & Tracks Manufacturing, Safeguards 1,483 Jobs. (Positive)

*Yes Bank:* SMBC receives approval from RBI to purchase 24.99% stale (Positive)

*HAL:* Indian Navy issues a Request for Information for buying 76 Naval Utility Helicopters (Positive)

*Mazagon Dock:* Company to begin negotiations for Rs 70,000 crore submarine deal (Positive)

*Zodiac Energy:* Company Acquires 50% Stake in Dhwarkesh Solar Projects LLP; Entity Becomes Associate Company (Positive)

*Mahindra and Mahindra:* BE 6 Batman edition sells out 999 units in just 135 seconds (Positive)

*Brigade Enterprises:* Company Signs Long-Term Lease For 7-Acre Mixed-Use Development On Chennai’s Omr, To Feature 1 Mn Sq. Ft. Grade A Offices & 5-Star Hotel. (Positive)

*Titagarh Rail:* Company bags order worth ₹91.2 cr from Banaras Locomotive Works (Positive)

*Ashapuri Gold Ornament:* company Secures Orders Totaling 54.1 Million Rupees. (Positive)

*Monika Alcobev:* Company to Launch Amrut’s Historic ‘expedition’ As Preferred Travel Retail Partner (Positive)

*ACME Solar:* Board to meet on Aug. 27 to raise funds via equity. (Positive)

*Bajaj Auto:* Overcomes Global Magnet Supply Challenge Chetak Deliveries Resume Ahead of Plan and the Festive Season (Positive)

*JNK India:* Company has received a "Significant" order, valued between Rs 0-Rs 50 Crore, from JNK Global. (Positive)

*Coal India:* Company signed an agreement with Madhya Pradesh Government for critical minerals. (Positive)

*Crompton Greaves:* Company launched a new "Mass Premium Induction" product named Toro 24 for the domestic market (Positive)

*Somany Ceramics:* Company’s Partial Restoration of Gas Supply at Kassar Plant; Operations Resumed in Part, No Impact on Sales, Other Plants Fully Operational (Positive)

*Interarch Building:* Company received a Rs 90 crore order from Rungta Mines to design & manufacture pre-engineered steel building system. (Positive)

*Godrej Prop:* Company sells homes worth over ₹1,000 cr at launch of its Proj Godrej Regal Pavilion in Hyderabad (Positive)

*NTPC Green Energy:* Company announced that a 50 MW solar capacity out of a 150 MW solar project in Bhuj, Gujarat (Positive)

*Maruti Suzuki:* NCLT Hearing In CCI Matter Is Scheduled For 18 September 2025. (Neutral)

*Crisil:* Company Incorporates Step-Down Subsidiary ‘Crisil Canada Inc’ Following Board Approval. (Neutral)

*Patanjali Foods:* Company announced that the record date for bonus shares is set for September 11, 2025. Members approved a 2:1 bonus share issue. (Neutral)

*Deccan Gold Mines Ltd:* Company announced the resignation of Dr. Hanuma Prasad Modali as Managing Director of Geomysore Services (Neutral)

*DMR Engineering:* company announced a name change from DMR Hydro engineering & Infrastructures Limited to DMR Engineering Limited, effective August 22, 2025. (Neutral)

*Visaka Industries Ltd:* Company announced the resignation of CEO Mr. Abinash Mishra on August 22, 2025, due to personal reasons. (Neutral)

*IDFC FIRST Bank:* Company announced the resignation of Mr. TV Naarayan, Chief Marketing Officer, and effective August 22, 2025. (Neutral)

*GMR Power:* Company Approves Enabling Resolution for Raising Funds Upton Rs 30 billion (Neutral)

*TVS Motors:* Company Arm Norton UK incorporates unit Norton India (Neutral)

*Adani Ports:* Company announced the groundbreaking of Adani Logistics Park in Kalamassery, Kochi. (Neutral)

*AXISCADES:* Company announced the appointment of Alfonso Martinez as Head of International Business and Global Operations. (Neutral)

*UltraTech Cement:* Comapny announced the sale of 1,82,47,148 equity shares in The India Cements Ltd via an offer for sale on Aug 21-22, 2025. (Neutral)

*Syrma SGS:* Over ₹2,600 crore to free up for trade as shareholder lock-in ends (Neutral)

*Cement stocks:* All-India avg cement prices were down by Rs4/bag in Aug’25 so far MoM (Neutral)

*Maruti:* PM Narendra Modi will flag off Maruti Suzuki’s first electric vehicle, the e-Vitara, on Aug 26. (Neutral)

*Patanjali Foods:* Company’s shareholders have approved the issuance of bonus shares. (Neutral)

*Johnson Controls-Hitachi Air:* Company informed name change of company to be changed to Bosch Home Comfort India. (Neutral)

*IDBI Bank:* SEBI approved the re-classification of LIC as a public shareholder. (Neutral)

*Nexus Select Trust:* Goldman Sachs sold and Goldman Sachs Bank Europer bought 12.3 lakh shares. (Neutral)

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

List of securities excluded from short-term ASM: Paras Defence. (Neutral)

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

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

*Garware Technical Fibres:* Ex-Date Tomorrow, Dividend Rs 1.5/Sh (Neutral)

*Gillette India:* Ex-Date Tomorrow, Dividend Rs 47.0/Sh (Neutral)

*HDFC Bank:* Ex-Date Tomorrow, Bonus issue 1:1 (Neutral)

*JBM Auto:* Ex-Date Tomorrow, Dividend Rs 0.85/Sh (Neutral)

*Karur Bank:* Ex-Date Tomorrow, Bonus issue 1:5 (Neutral)

*MAS Financial:* Ex-Date Tomorrow, Dividend Rs 0.7/Sh (Neutral)

*SKM:* Ex-Date Tomorrow, Dividend Rs 1.5/Sh (Neutral)

*Transpek:* Ex-Date Tomorrow, Dividend Rs 20.0/Sh (Neutral)

*Vedanta:* Ex-Date Tomorrow, Dividend Rs 16.0/Sh (Neutral)

*Kama Holdings Ltd:* Ex-Date Monday, Dividend Rs 18.25/Sh (Neutral)

*Nitin Castings Ltd:* Ex-Date Monday, Dividend Rs 3.00/Sh (Neutral)

*Repco Home Finance:* Ex-Date Monday, Dividend Rs 2.5/Sh (Neutral)

*Rupa & Company:* Ex-Date Monday, Dividend Rs 3.0/Sh (Neutral)

*S.P. Apparels:* Ex-Date Monday, Dividend Rs 2.0/Sh (Neutral)

*Udaipur Cement:* Ex-Date Monday, Merger with JK Lakshmi Cement Ltd, Ratio 4:100 (Neutral)

*Hikal:* Company Receives Us FDA Warning Letter for Jigani, Bengaluru Facility; To Work On Corrective Measures.

*Milkfood Limited:* Company's credit ratings from Infomerics Valuation and Rating Ltd. have been downgraded.

*JSW Steel:* Company announced that the Odisha government issued a demand notice for ₹1472.69 Cr in mining dues related to the Jajang Iron Ore Block.

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

*Asia shares bounce as markets count on US rate cuts*

Asian share markets rallied on Monday as investors celebrated the likely resumption of interest rate cuts in the United States, while hoping AI-superstar Nvidia's results this week will help justify the sector's stratospheric valuations.

Federal Reserve Chair Jerome Powell's dovish change of course has seen futures price in an 84% chance of a quarter-point rate cut in September, and at least 100 basis points of easing to 3.25-3.5% by the middle of next year.

The shift shoved Treasury yields and the dollar lower, flattering the outlook for corporate earnings, though it also implies policymakers now see more danger of a downturn in employment and the economy.

"The news reinforces our view that the Fed will ease in response to softening labor demand and that risk to our forecast for a material downshift in global growth this quarter is skewed to the upside," said Bruce Kasman, global head of economic research at JPMorgan.

The market's euphoria will also be tested by a reading on U.S. personal consumption prices on Friday that is expected to show core inflation creeping up to its highest since late 2023 at 2.9%.

"The report should reinforce the message that a rebound in service price inflation is combining with tariff-related pressures to push core inflation towards a 4% annualised rate," warned Kasman.

Any upside surprise to inflation would also challenge the rally in longer-dated Treasuries, especially given a whopping $183 billion in new debt is being sold this week.

Yields on 10-year notes held steady at 4.263%, having dived 7 basis points on Friday.

For now, investors were content to follow Wall Street's lead and Japan's Nikkei rose 0.8%. South Korean stocks gained 0.7% and Australia's index 0.9%.

MSCI's broadest index of Asia-Pacific shares outside Japan added 0.4%.

*_Eyeing Nvidia_*
EUROSTOXX 50 futures and DAX futures were flat. S&P 500 futures and Nasdaq futures were both little changed after climbing in Friday.

All eyes are on Nvidia's results on Wednesday when it is forecast to boast a 48% rise in earnings per share on revenue of $45.9 billion for its second fiscal quarter.

Options imply the shares could swing almost 6% in either direction depending on the outcome, causing waves in the broader market given the company's $4 trillion valuation.

Analysts will be keen to hear more on the outlook for shipments to China and details of the deal with President Donald Trump to pay the U.S. government 15% of the revenue from sales of some advanced chips in the Asian giant.

Trump on Friday announced the U.S. will also purchase a 9.9% stake in Intel for $8.9 billion, or $20.47 per share, which represents a discount of about $4 from Intel's closing share price of $24.80.

In currency markets, the dollar had steadied for the moment at 147.28 yen after dropping 1% on Friday from a top of 148.77. The euro stood at $1.1702, having bounced from a trough of $1.1583 on Friday.

The European Central Bank is still expected to hold interest rates unchanged at its policy meeting in September, though sources said that discussions about further cuts may well resume in the autumn if the economy weakens.

Commodity markets were encouraged by the drop in the dollar, with gold at $3,365 an ounce after jumping 1% late last week.

Stocks To Watch

INDIGO and Max Healthcare will both be included in the Nifty 50 index from the end of September, as part of the bi-annual index rejig.

IndusInd Bank & Hero MotoCorp will both be excluded from the Nifty 50 index as part of the bi-annual index rejig from the end of September.

FTSE All World Rejig : Indian Overseas Bank, Authum Investments, Hexaware Technologies, Cholamandalam Financial Services, Godfrey Phillips India, JK Cement, MCX, Narayana Health will be included in the index from September 22, 2025.

IndusInd Bank : CRISIL removed its Long-term rating from ‘Rating Watch with Negative Implications’ and reaffirmed rating at ‘Crisil AA+’ while assigning it a ‘Negative’ outlook.

Yes Bank : SMBC gets RBI approval to acquire up to 24.99% stake in the company. The approval is valid for one year and despite the stake increase, SMBC will not be treated as the bank's promoter. SMBC had acquired a 20% stake in Yes Bank in May 2025.

Mazagon Dock Shipbuilders : According to sources, the central government has given clearance to the Ministry of Defence and Mazagon Dock to begin negotiations to buy six submarines to be built in India with German support under "Project 75 India." The negotiations for the project, valued at nearly ₹70,000 crore, are likely to begin soon.

JSW Steel has received a ₹1,472.69 crore demand notice from the Odisha govt for shortfall in despatch at its Jajang iron ore block in Keonjhar, covering June 2024–June 2025.

CEAT : OHT Lanka signs agreement with Sri Lanka’s BOI for a $171 million investment.

Brigade Enterprises has leased a seven-acre site on Chennai’s Old Mahabalipuram Road (OMR) to build a mixed-use project featuring over 1 million sq ft of grade-A office space and a 225-key 5-star hotel. The company has also announced a new residential project in Bengaluru with an estimated revenue potential of ₹950 crore.

RailTel Corporation of India has secured a ₹13 crore project management consultancy order from Rajasthan Skill & Livelihoods Development Corporation.

Titagarh Rail Systems has won a ₹91.2 crore order from Banaras Locomotive Works.

Eris Lifesciences has received a ₹16.8 crore GST demand notice from DGGI, Mumbai, over alleged non-payment of IGST on its 2019 acquisition of Novartis’ ‘Zomelis’ trademark rights.

GMR Power & Urban Infra Ltd's board okays plan to raise up to ₹3,000 crore via securities, subject to approvals. It also cleared the re-appointment of three independent directors for five years.

Somany Ceramics plant in Kassar, Bahadurgarh, Haryana, which was temporarily shut down due to a disruption in the natural gas supply, has partially resumed operations.

Crompton Greaves Consumer Electricals launched a new "Mass Premium Induction" product named Toro 24 for the domestic market.

Patanjali Foods shareholders have approved the issuance of bonus shares.

R M Drip and Sprinklers Systems board has approved a 10-for-1 stock split, where each existing equity share with a face value of Rs 10 will be divided into 10 new shares with a face value of Rs 1.

SJVN: PM Narendra Modi virtually inaugurated first unit (1x660 MW) of 1320 MW Buxar Thermal Power Project in Bihar.

Signpost India awarded the exclusive advertising rights for all the 67 key metro stations operated by BMRCL. The exclusive rights contract is expected to have a revenue potential of Rs 600 crores to Rs 700 crores.

Borosil Renewables arm GMB Glasmanufaktur Brandenurg, has filed for insolvency, causing a delay in the submission of financial results from the company.  Consequently, the company is unable to finalize and submit its consolidated financial results.

Bajaj Auto announced that supplies of its electric scooter, Chetak, have resumed all dealerships, after successfully overcoming constraints caused by global rare earth magnet availability.

Repco Home Finance approved the proposal for raising funds by issue of NCDs and commercial paper aggregating Rs 1,500 crore and Rs 1,000 crore respectively on private placement.