Equity Markets & Sector News Update -13 Aug, 2025

1. Markets & Financials
• The Nifty 50 slipped 0.4%, closing at 24,487.4, while the Sens¬ex dropped 0.46% to 80,235.6, with pressure seen across banking stocks including HDFC Bank and ICICI Bank.

• Dividend Alert: Today marks the ex-dividend date for 20 companies—such as Reliance Industries, HPCL, REC, and BEL—meaning investors must buy by today to qualify for payouts.

2. Trade & Tariffs
• Trump’s tariffs (up to 50%) are expected to severely threaten India’s export-driven sectors—including textiles, chemicals, auto parts, and apparel—weakening the momentum of the “Make in India” initiative.
• In response, Indian electronics exporters are pivoting to markets in Europe, the Middle East, and Africa, aiming to offset U.S. dependency and sustain global growth.

3. Regulation & Capital Flows
• SEBI announced reforms aimed at simplifying foreign investor access, facilitating single-window clearance and lowering compliance requirements, especially for low-risk investors like sovereign funds. Enhanced cybersecurity around derivatives is also prioritized.

4. Real Estate & Affordable Housing
• The U.S. tariffs could have a disproportionate impact on affordable housing, particularly in Kolkata, where 41% of new sales fall under ₹45 lakh. Experts note possible temporary delays in demand, but moderating raw-material costs and shifting demand trends may offer relief

5. Economy & Macroeconomic Trends
• Retail inflation eased to 1.55% in July, the lowest since June 2017. Key categories saw moderation: housing inflation remained stable (3.17%), while education, transport, and urban food prices declined notable

Q1FY26 Results
• Jindal Steel (QoQ)
o Revenue: ₹12,294 Cr ↓ 6.8% (₹13,183 Cr)
o Net Profit: ₹1,494 Cr vs loss of ₹339 Cr
o EBITDA: ₹3,006 Cr ↑ 32.4% (₹2,271 Cr)
o Margin: 24.4% ↑ from 17.2%

• Apollo Hospitals (YoY)
o Revenue: ₹5,842 Cr ↑ 14.9% (₹5,086 Cr)
o Net Profit: ₹433 Cr ↑ 41.8% (₹305 Cr)
o EBITDA: ₹852 Cr ↑ 26.2% (₹675 Cr)
o Margin: 14.6% ↑ from 13.3%

• NSDL (QoQ)
o Revenue: ₹312 Cr ↓ 14.2% (₹364 Cr)
o Net Profit: ₹89.6 Cr ↑ 7.6% (₹83.3 Cr)
o EBITDA: ₹95.2 Cr ↑ 4.4% (₹91.2 Cr)
o Margin: 30.5% ↑ from 25.1%

• Suzlon Energy (YoY)
o Revenue: ₹3,117.33 Cr ↑ 54.6% (₹2,015.98 Cr)
o Net Profit: ₹324.32 Cr ↑ 7% (₹302.29 Cr)
o EBITDA: ₹603 Cr ↑ 64.1% (₹367 Cr)
o Margin: 19.3% ↑ from 18.2%

• Honasa Consumer (YoY)
o Revenue: ₹595.2 Cr ↑ 7.4% (₹554 Cr)
o Net Profit: ₹41.3 Cr ↑ 3% (₹40.2 Cr)
o EBITDA: ₹45.7 Cr ↓ 1% (₹46.1 Cr)
o Margin: 7.7% ↓ from 8.3%

• VA Tech Wabag (YoY)
o Revenue: ₹734 Cr ↑ 17.2% (₹626.5 Cr)
o Net Profit: ₹65.8 Cr ↑ 20% (₹55 Cr)
o EBITDA: ₹95.6 Cr ↑ 17% (₹81.4 Cr)
o Margin: Flat at 13%

• Orchid Pharma (YoY)
o Revenue: ₹173 Cr ↓ 29.3% (₹244 Cr)
o Net Profit: ₹41.9 Cr ↑ 42.8% (₹29.4 Cr)
o EBITDA: ₹14.2 Cr ↓ 56.4% (₹32.5 Cr)
o Margin: 8.2% ↓ from 13.3%

• Premier Explosives (YoY)
o Revenue: ₹142 Cr ↑ 71.6% (₹82.9 Cr)
o Net Profit: ₹15.3 Cr ↑ 109.6% (₹7.3 Cr)
o EBITDA: ₹20.9 Cr ↑ 34.8% (₹15.5 Cr)
o Margin: 14.7% ↓ from 18.7%

• Bharat Dynamics (YoY)
o Revenue: ₹247.92 Cr ↑ 29.7% (₹191.16 Cr)
o Net Profit: ₹18.3 Cr vs ₹7.21 Cr
o EBITDA: Loss ₹45.4 Cr (vs loss ₹52.3 Cr)

Corporate Announcements
• Adani Energy — Incorporated a new wholly owned subsidiary: Adani
Energy Solutions Step-Sixteen.

• Syrma SGS — Closed QIP; share issue price set at ₹699, 4.98% below floor price of ₹735.61.

• BEML — Secured ₹1,888 Cr order from Integral Coach Factory for LHB coaches.

• ONGC — Signed Joint Operating Agreement with Oil India for three OALP-IX blocks.
• Cohance Lifesciences — Investing $10M to expand cGMP bioconjugation capabilities at NJ Bio (US).

• RVNL — JV stake changes: Metrowagonmash cut stake from 70% to 35%, Locomotive Electronic System raised stake from 5% to 40%, RVNL unchanged at 25